Cincinnati Tax Guy

Steve Hamilton is a Tampa native and a graduate of the University of South Florida and the University of Missouri. He now lives in northern Kentucky. A career CPA, Steve has extensive experience involving all aspects of tax practice, including sophisticated income tax planning and handling of tax controversy matters for closely-held businesses and high-income individuals.

Showing posts with label 60. Show all posts
Showing posts with label 60. Show all posts
Sunday, October 22, 2023

Sonny Corleone’s IRA

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I remember him as Sonny Corleone in The Godfather. He is James Caan, and he passed away in July 2022. I am reading a Tax Court case involv...
Friday, October 26, 2018

Rolling Over An Inherited IRA

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I am not a fan of the 60-day IRA rollover. I admit that my response is colored by being the tax guy cleaning-up when something goes aw...
Friday, May 19, 2017

Being Unemployed, Depressed And Owing The IRS

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The case is 55 pages long. Even a tax guy gets tired of marathon reading. The story got me fired up, however, so let’s talk about...
Sunday, March 15, 2015

Is There a Danger From A Nondirect IRA Rollover?

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I have come to the conclusion that I do not like for folks to receive a check when they do an IRA rollover. What are we talking abo...
Wednesday, April 9, 2014

IRA Rollover Decision Stuns Advisors

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There was a recent Court decision that stunned and upset a number of tax and financial advisors. It has to do with IRA rollovers. W...
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