What Inheritors Need to Know about Taxes episode artwork

EPISODE · Jan 16, 2024 · 28 MIN

What Inheritors Need to Know about Taxes

from Heir Necessities · host Katherine Fox, CFP®, CAP®

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.comDownload the FREE Sunnybranch guides for inheritors:www.sunnybranchwealth.com/newsletter-downloadConnect 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, the State of California, the State of Washington, 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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What Inheritors Need to Know about Taxes

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This episode is 28 minutes long.

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This episode was published on January 16, 2024.

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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.comDownload the FREE Sunnybranch guides for...

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