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 document. Show all posts
Showing posts with label document. 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...
Sunday, August 11, 2024

An S Corporation Nightmare

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Over my career the preferred entities for small and entrepreneurial businesses have been either an S corporation or a limited liability comp...
Monday, January 24, 2022

A Failure To Keep Records

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You have to keep records. Depending upon, this can be easy. Say that you have a job and a money market account – two sources of income. At...
Saturday, June 22, 2019

Like-Kind Exchange? Bulk Up Your Files

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I met with a client a couple of weeks ago. He owns undeveloped land that someone has taken an interest in. He initially dismissed their ov...
Sunday, September 24, 2017

A CPA Goes Into Personal Audit

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Folks, if you wind up before the Tax Court, please do not say the following: … petitioner testified that allocating some of the expenses ...
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Cincinnati Tax Guy
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