Episode 2 The Tax Season Surprise...The Widow’s Tax

The tax season surprise...the Widow's Tax. What is it? What should you know?

Podcast guest, Elisa Meyer - Certified Public Accountant, shares her experience and insight on the Widow's Tax.  This is one of the least know taxes and can add financial pain to an already emotional time.  She highlights what you should know after the loss of your loved one regarding tax filing status, the impact to the tax bracket, real estate considerations, pensions, and life insurance.