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 direct. Show all posts
Showing posts with label direct. Show all posts
Sunday, May 12, 2024

The Skip Tax - Part Two

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  How does one work with the skip? In my experience, the skip is usually the realm of the tax attorneys, although that is not to say the t...
Sunday, May 5, 2024

Spotting The Skip Tax - Part One

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I was reviewing something this week we may not have discussed before. Mind you, there is a reason we haven’t: it is a high-rent problem, not...
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...
Monday, January 21, 2013

2012 Loophole on Age 70 ½ IRA Charity Contributions

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I had a call last week on what the rules are for the 70 ½ IRA owner making a direct distribution to a charity. You may recall th...
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