Sansone CPA & Financial

10/08/2026

Paying off the mortgage with IRA money sounds like one simple decision. How you take the money out can change what it costs.

10/07/2026

You inherited an IRA, and someone told you that you have ten years. There's a second rule that decides whether you can actually wait that long.

10/06/2026

Rolling your 401(k) into an IRA is the usual next step when you retire. If you're retiring before 59½, there's one rule worth knowing before you sign the paperwork.

10/01/2026

Working from home means your office is in your house. Does that make it a tax deduction?

09/30/2026

09/30/2026

You just set up an LLC for your business. Does that mean a whole new tax return every year?

09/24/2026

You claimed Social Security at 62 and kept working. Could your benefits be reduced?

Claiming Social Security at 62 while working can mean reduced Social Security benefits. How much, and for how long, depends on what you earn and when you reach full retirement age.

09/23/2026

You paid your accountant and got a copy of your tax return. But was it filed?

Getting a copy of your tax return and having it filed are not the same thing. You can confirm it yourself in a few minutes by registering for an account at IRS.gov.

09/22/2026

You moved money from your business account to your personal account. Is that payroll?

Moving money from your business account to your personal account feels like paying yourself, but payroll is something different. If nobody has ever run you a paycheck, it's worth asking your CPA whether your business is supposed to.