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 plan. Show all posts
Showing posts with label plan. Show all posts
Monday, February 23, 2026

Failing To Update A Plan Beneficiary Designation

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  Technically it is not a tax case, but it is so tax-adjacent it might as well be. Let’s talk about beneficiaries on a retirement accoun...
Sunday, December 3, 2023

IRS Collection Alternatives: Pay Attention To Details

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  I was glancing over recent Tax Court cases when I noticed one that involved a rapper. I’ll be honest: I do not know who this is. I am to...
Monday, July 31, 2023

An IRS Payment Plan And Tax Evasion

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  Let’s talk today about IRS payment plans. More specifically, let’s talk about common paperwork in requesting a payment plan. A common on...
Sunday, July 9, 2023

Choose The Lesser Of IRS Grumpiness

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  Let’s talk about the failure to file (FTF) penalty. Most of us must file an annual income tax return. Unless one is an expat (that is, a...
Sunday, August 28, 2022

Repaying a COVID-Related Distribution

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Do you remember a tax break in 2020 that allowed you to take (up to) $100,000 from your IRA or your employer retirement plan? These were cal...
Monday, February 28, 2022

Overcontributing To Your 401(k)

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  One of the accountants had a question for me: A:                I added up the W-2s, but the wages per the software does not agree to my...
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Cincinnati Tax Guy
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