Tax Planning Ideas with Kelly Swisher (Ep 8)

In the event of a spouse’s death, the surviving spouse is left feeling overwhelmed and confused when it comes to the family finances.

Suddenly being responsible for all the bills, investments, and other money-related items can feel like a daunting task. Especially if you don’t have any previous experience in this area.

In this episode,  Kelly Swisher, CPA and senior manager of accounting and tax services at Eder, Casella & Company returns to Widowed But Not Alone Podcast. She provides tips and tricks on how widows can keep more money in their pockets after their spouse’s death. 

Kelly discusses: 

Two things you need to do immediately after your spouse dies

The age the surviving spouse can start to receive benefits 

Taxation of Social Security Benefits 

How interest is taxed at the state and federal levels 

And More!

Connect with Todd Bessey: 

CreidimWealth.com 

LinkedIn: Todd Bessey 

Phone: [phone] 

Email: [e-mail] 

LinkedIn: Creidim Wealth Partners 

Facebook: Creidim Wealth Partners  

Connect with Kelly Swisher:

Eder Casella

LinkedIn: Kelly Swisher

Phone Number: 815-331-8120

Email: [e-mail]

LinkedIn: Eder, Casella & Co.

Twitter: Eder, Casella & Co

About our Guest:

My parents were great examples to me and my three sisters,” says CPA Kelly Swisher. “They showed us that hard work and generosity matters. They taught us how to be motivated, told us we should follow our dreams, and also encouraged us to enjoy life.”

Those lessons eventually led Swisher from Rockford, Illinois, where she grew up and attended high school, to college, where she earned a Bachelors of Science in Accounting from Northern Illinois University in 2006 and a Masters of Accounting Science from the school a year later. She joined Eder, Casella & Co. in 2008, and is a manager working on tax returns, and monthly and quarterly accounting, while also offering QuickBooks assistance to business clients. “One of my strengths is I can easily adapt and work in many different accounting software platforms,” she says.

Swisher, who is a member of the Illinois CPA Society and the Barrington Breakfast Rotary, enjoys the problem-solving nature of client relationships. “I enjoy helping clients who have accounting problems, a situation where I can come in to fix issues,” the married mother of three says. “It is also great to help clients with their accounting efficiencies — anything to help the client save time and money. Accounting is like a puzzle you have to figure out, with many moving pieces, and it feels great when the puzzle is solved.”