Sansone CPA & Financial

Sansone CPA & Financial Wealth Management & CPA Firm Based in Crystal Lake, Illinois

09/03/2026

There's a way to know your April tax bill months before filing.

Your April tax bill doesn't have to be a surprise. A tax projection is a practice run of your return, done in the fall with your real numbers, while there's still time to adjust what you're paying in.

09/02/2026

One of the best tax planning windows starts the day you retire.

The first years of retirement are often the lowest-tax years of your life. Using that window well can mean a smaller lifetime tax bill, and every year it goes unused is gone.

09/01/2026

The First 5 Years of Retirement Matter More Than the Next 20.

A market drop in the first few years of retirement does more damage than the same drop later. That's called sequence of returns risk. Planning ahead for what you sell first, and keeping a few years of spending out of the market, can make or break your retirement.

08/27/2026

Your income today sets your Medicare premium two years from now.

Your Medicare premium quietly follows your tax return on a two-year delay, which means the income decisions you make this year show up in what you pay in 2028.

08/26/2026

Most people assume their CPA and financial advisor talk. They usually don't.

Financial decisions affect your taxes more often than most people realize. Good planning balances this year's tax bill against the taxes you'll pay over a lifetime.

08/25/2026

The most common estate planning mistake happens after you sign your trust.

New assets don't move into your trust on their own. Titling deserves a look every year, especially after you open an account or buy property.

08/20/2026

Which investments belong in which account?

Some of your investments may be sitting in the wrong account, and it can cost you at tax time year after year. There's a general rule of thumb for which investments belong where. This video walks through it.

08/19/2026

Asset Allocation vs. Asset Location: What's the Difference?

Two people can own the exact same investments and still end up with different tax bills. The reason comes down to a decision a lot of investors never think about. This video explains it.

08/18/2026

There is a tax penalty in retirement that only shows up after one spouse passes away.

The widow's penalty catches many surviving spouses off guard: household income falls, but the tax bill often rises. Planning while both spouses are alive is what keeps that from happening.

08/13/2026

Who Qualifies for the 0% Capital Gains Rate?

There is a 0 percent federal rate on long-term capital gains, and retirees in the years before Social Security and required withdrawals often qualify. The catch is that the gain itself counts as income, so the amounts and timing matter.

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850 S McHenry Avenue Ste D
Crystal Lake, IL
60014

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