{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Healthcare Redefined: Advocating for Aging Adults and Their Families","title":"Tax Implications for Seniors","html":"","width":"100%","height":180,"duration":2801,"description":"In this episode of Healthcare Redefined: Advocating for Aging Adults and Their Families, hosts Pam Dunwald and Linda Kritikos continue their series on getting your affairs in order with a conversation many families avoid until they’re forced to face it: taxes. Joined by Enrolled Agent and tax professional Megan Steinfeld of Cream City Accounting, they discuss what happens when retirement, widowhood, caregiving, or the death of a loved one suddenly leaves someone responsible for tax matters they haven’t handled before. Megan shares why tax issues often feel overwhelming, what families commonly miss when stepping into a parent’s financial world, and how a little preparation today can prevent confusion and stress later.\nThroughout the conversation, Megan offers practical guidance and peace of mind for aging adults and family caregivers. She explains that most tax mistakes are fixable, why IRS notices are not always bad news, and how families can stay ahead of problems by organizing documents, understanding income sources, and knowing where important records are kept. Whether you're helping an aging parent, preparing your spouse for the future, or simply trying to get your own affairs in order, this episode provides clear, approachable advice to help you feel more confident and prepared when tax responsibilities inevitably become part of the caregiving journey.\n\nKey Moments:\n\n00:00 – Why Tax Planning Matters for Aging Adults\nPam and Linda introduce the importance of tax preparation, financial organization, and reducing family stress.\n02:33 – Meet Megan Steinfeld, Enrolled Agent\nMegan explains her background and what it means to be an IRS-authorized Enrolled Agent.\n04:39 – How Retirement Changes Your Tax Situation\nUnderstanding Social Security, pensions, retirement accounts, investments, and tax withholding.\n06:27 – Common Tax Mistakes Families Make\nWhy moving too quickly or filing with incomplete information can create problems.\n08:22 – Can Tax Mistakes Be Fixed?...","thumbnail_url":"https://img.transistorcdn.com/x2SdStrZc-Lc8b5VHryIyVuuOtQk_lihBYBBgketnRs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82YmY0/ODI1MDhmYjE0NDQ3/MDgxMjhiZmJhNzll/ZTcxNS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}