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 annuity. Show all posts
Showing posts with label annuity. 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-...
Monday, May 18, 2020

Grantor Retained Annuity Trusts In 2020

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I was glancing over selected IRS interest rates and one caught my attention. The Section 7520 rate for June, 2020 is 0.6%. There a...
Saturday, June 1, 2019

The Kiddie Tax Problem

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You may have heard that there are issues with the new kiddie tax. There are. The kiddie tax has been around for decades. Stand...
Wednesday, October 28, 2015

Using An Annuity To Teach Tax

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I intend someday to return to college and teach tax. It would be an adjunct position, as I have no intention of taking up another ful...
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Cincinnati Tax Guy
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