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 fund. Show all posts
Showing posts with label fund. Show all posts
Monday, July 1, 2024

A Charitable Deduction To An Estate

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  I had a difficult conversation with a client recently over an issue I had not seen in a while. It involves an estate. The same issue wou...
Saturday, April 20, 2024

Embezzlement And A Payroll Tax Penalty

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It has been about a month since I last posted. To (re)introduce myself, I am a practicing tax CPA. I like to think practice allows a certa...
Sunday, October 22, 2023

Sonny Corleone’s IRA

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I remember him as Sonny Corleone in The Godfather. He is James Caan, and he passed away in July 2022. I am reading a Tax Court case involv...
Sunday, May 8, 2022

Part Time Bookkeeper, Big Time Penalty

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  We filed another petition with the Tax Court this week. For a client new to the firm. Much of this unfortunately was ICDIM: I can do i...
Sunday, July 18, 2021

A Day Trader and Wash Losses

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  We have had a difficult time with the tax return of someone who dove into the deep end of the day-trading pool last year. The year-end Fid...
Sunday, April 26, 2020

IRA Changes For 2020

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  The issue came up last week with a retired client, so let’s talk about it. What is going on in 2020 with your IRAs? There are se...
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Cincinnati Tax Guy
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