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 liable. Show all posts
Showing posts with label liable. Show all posts
Monday, September 6, 2021

Becoming Personally Liable For An Estate’s Taxes

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  I had lunch with a friend recently. He is executor for an estate and was telling me about some … questionable third-party behavior and doc...
Sunday, December 20, 2020

Inheriting A Tax Debt

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  I am looking at a decision coming from a New Jersey District Court, and it has to do with personal liability for estate taxes. Clearly t...
Sunday, September 3, 2017

When Your Employer Bungles Your Retirement Plan Loan

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I admit that I am not a fan of borrowing from an employer retirement plan, except perhaps as a next-to-last step before being evicted. ...
Friday, January 30, 2015

The 2014 Tax Act and Professional Employer Organizations (PEOs)

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We know that Congress passed, and the President signed, the Tax Increase Prevention Act of 2014 at the end of last year. This is the ta...
Tuesday, March 25, 2014

Be Careful If You Are An Executor For An Estate

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I infrequently see estate returns. Granted, the fact that one does not need to file a federal estate return until one’s taxable estate ...
Wednesday, August 21, 2013

Change In Innocent Spouse Tax Relief

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You may have read or seen that the IRS has ‘changed” the rules for innocent spouse relief.  While this is not wrong, it is incomple...
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