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Episode 4: What Inheritors Need to Know about Taxes
Manage episode 395756028 series 3518315
Contenu fourni par Katherine Fox, CFP®, CAP® and Katherine Fox. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Katherine Fox, CFP®, CAP® and Katherine Fox ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Join Katherine as she talks with Sheri Karpa, CPA at Opsahl Dawson, about what inheritors need to know about taxes after someone dies.
Learn more about Sunnybranch wealth:
www.sunnybranchwealth.com
Download the FREE Sunnybranch guides for inheritors:
www.sunnybranchwealth.com/newsletter-download
Connect with Opsahl Dawson:
www.opsahlco.com/
Disclosures: https://www.sunnybranchwealth.com/disclosures
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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