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 ERISA. Show all posts
Showing posts with label ERISA. Show all posts
Monday, February 23, 2026

Failing To Update A Plan Beneficiary Designation

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  Technically it is not a tax case, but it is so tax-adjacent it might as well be. Let’s talk about beneficiaries on a retirement accoun...
Wednesday, November 19, 2025

FICA’s Special Timing Rule

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  I do not often read ERISA cases. ERISA deals with employee retirement plans and refers to federal law: Employee Retirement and Securit...
Thursday, November 8, 2012

“ROB”-ing a 401(k) Plan

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A CPA acquaintance from New Jersey came into town and spent a couple of days at the office. Why? Well, maybe he wanted to get away from New...
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Cincinnati Tax Guy
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