Video Tips: Tax Things You Need to Know about Inheritances

Inheritances can come in different forms–some are taxable while some are not. Tax treatments for different types of inherited securities can vary and lead to unexpected results without proper planning. Watch this video for a quick view of how your inheritances can be taxed.

< Older Post

Newer Post >

Let's Get Started

Slide title

The level of care that Barklee provides for our firm and clients is second to none. Jeremy and his team always complete their work on time and to the highest standard. He has become a trusted advisor that we can reach out to when our clients have special needs.

Veronda, CFO of BVCO
Slide title

Jeremy is one of the most stand up, honest, encouraging, and proactive individuals my husband and I have ever met. We’ve used Jeremy to help us with taxes, as well as counsel us through the home buying process, as our lender required specific financial data that we weren’t able to supply on our own. Transitioning from a full time teacher to independent contractor was scary, but Jeremy was there every step of the way to walk us through the big change and assure us that we were filing our taxes correctly and that my new business was being run correctly.

He also has given us great peace of mind financially throughout our pre-qualification journey and we couldn’t have done it without him. We are ever grateful for the investment Jeremy has made in our financial wellness and ultimately in our family.

Chelsea
Slide title

We are looking forward to using Barklee Financial Group for our 2022 taxes. Jeremy is clearly knowledgeable and is always happy to help answer any questions we might have. Everything is digital which is a huge bonus to us as well. We would recommend to anyone needing a CPA, even for business purposes!

Kolton & Bailee Porter
Slide title

Jeremy is incredibly knowledgeable about small business and how to help them shore up their back office to become more successful on the frontline.

Michael Hutton