June 2025

Sudden money can feel like a gift—and, in many ways, it is. Whether the funds arrive through an inheritance, a legal settlement, a business sale, or another unexpected event, the moment can change your life in ways you didn’t plan for.

Losing someone close to you is never easy. The grief comes in waves, often when you least expect it. And just when you're trying to navigate those emotions, you're handed a pile of paperwork and deadlines—many of them involving taxes. Few people are prepared for that moment, yet it’s one most families will eventually face.

A new home comes with excitement, hope—and often, a lot of paperwork. While most buyers focus on curb appeal, location, and loan approvals, few think to consult their CPA before signing a contract. That can be a costly mistake.