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 life. Show all posts
Showing posts with label life. Show all posts
Wednesday, December 31, 2025

A Surprise Tax From Life Insurance Loans

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  For some reason, the taxability of life insurance seems to be an old reliable in tax controversy. Granted, there are areas involving l...
Monday, May 12, 2025

Recurring Proposal For Estate Beneficiary’s Basis In An Asset

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There is an ongoing proposal in estate taxation to require the use of carryover basis by an inheriting beneficiary. I am not a fan. Ther...
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, November 17, 2019

New Life Expectancy Tables For Your Retirement Account

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On November 7, 2019 the IRS issued Proposed Regulations revising life expectancy tables used to calculate minimum required distributions f...
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