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 CRUT. Show all posts
Showing posts with label CRUT. Show all posts
Saturday, April 22, 2023

Blowing Up A Charitable Remainder Trust

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I was helping a friend (and fellow CPA) with a split-interest trust this busy season. Let’s review the tax jargon in this area. A split-...
Tuesday, October 20, 2015

Does A Charitable Remainder Trust Have To Be Charitable?

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Over the years I have been able to work with very wealthy people. That level of wealth allows the tax attorneys and CPAs to bring out t...
Thursday, June 7, 2012

Taxpayer Loses Charitable Deduction for Lack of Appraisal

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Joseph Mohamed seems a good sort. He and his wife live in Sacramento, California. He is a successful real estate professional. In 1998 they...
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Cincinnati Tax Guy
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