Episode Nine: The Tax Impact of Receiving an Inheritance

CPAs & Advisors

Podcast Host: Rebecca Millsap, CPA

Print Friendly, PDF & Email

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.

Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter professionals, where we go beyond the beans.

On episode nine of Everyday Business, host Rebecca Millsap, managing principal of the Flint office, is joined by Andrew Matuzak, manager in Saginaw.

Listen in as Rebecca and Andrew discuss personal and business inheritances and the tax impact of receiving an inheritance.

  • Ways someone can receive an inheritance (1:15)
  • Breaking down different types of inheritance (3:38)
  • Passing down real estate and personal property (7:47)
  • Inheriting a business and knowing the value (10:19)

Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.

For more business insights, visit our Resource Center and subscribe to our eNewsletters.

The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice, or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Listen on PodBean

Want To Learn More?

Connect with one of our professionals today.