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 invest. Show all posts
Showing posts with label invest. Show all posts
Monday, August 7, 2023

Can You Have Income From Life Insurance?

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  I was looking at a recent case wondering: why did this even get to court? Let’s talk about life insurance. The tax consequences of lif...
Sunday, July 5, 2020

Requesting A Payment Plan With Over $7 Million In The Bank

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Sometimes I wonder how people get themselves into situations. Let’s take a look at a recent Tax Court case. It does not break new grou...
Saturday, November 8, 2014

Is Income From Investing Tax-Exempt Income Also Tax-Exempt?

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Our story starts in 2005. Taxpayer (Lundy) received a Form 1099-R reporting approximately $42,000 of “retirement” income. The Lundys le...
Thursday, November 8, 2012

“ROB”-ing a 401(k) Plan

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A CPA acquaintance from New Jersey came into town and spent a couple of days at the office. Why? Well, maybe he wanted to get away from New...
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