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101 \\ Securing Your Inheritance: Tax Strategies and Estate Planning Simplified
Manage episode 416777718 series 3399967
İçerik Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Welcome to a brand-new episode where we dive into what happens when you inherit something like a house, land, or investments. It’s a topic that many find confusing, especially when it comes to taxes. But don't worry, it's not as daunting as it seems!
We’ll discuss simple ways to handle inherited assets without getting stressed about taxes. You'll learn about the “step-up in basis” and how it can help reduce or eliminate your tax bill. Plus, we'll explore some smart planning strategies to keep in mind, such as different types of trusts.
This episode is packed with practical advice to help you confidently manage any assets you might inherit. Tune in to clear up the confusion and learn how to handle your new wealth wisely!
Next Steps:
☎️ Find out how much you're overpaying in taxes every year! Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/
📧 Contact Me --> hello@phillipsbusinessgroup.com
📲 Follow me on IG @ the.tiffany.p.cpa
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