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 estate. Show all posts
Showing posts with label estate. Show all posts
Monday, July 21, 2025

A Skeleton Return And Portability

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  The amount for 2025 is $13.99 million. This is the lifetime exclusion amount for combined gift and estate taxes. You can give away or di...
Sunday, July 6, 2025

An Estate And An IRA Rollover

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  Retirement accounts can create headaches with the income taxation of an estate. We know that – if one is wealthy enough – there can be a...
Sunday, June 1, 2025

Blowing An Estate Tax Deduction

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  Let’s talk about the Estate of Martin W. Griffin . Martin Griffin (Martin) was married to Maria Creel. Martin created a revocable trus...
Sunday, April 20, 2025

Valuing a Questionable Business

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  Starting with a 46-page case soon after finishing tax season may not have been my best idea. Still, the case is a hoot. Here is the Co...
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Cincinnati Tax Guy
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