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 remainder. Show all posts
Showing posts with label remainder. Show all posts
Sunday, January 28, 2024

Using A Fancy Trust Without An Advisor

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  I am a fan of charitable remainder trusts. These are (sometimes) also referred to as split interest trusts. What is an interest in a tru...
Saturday, April 22, 2023

Blowing Up A Charitable Remainder Trust

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I was helping a friend (and fellow CPA) with a split-interest trust this busy season. Let’s review the tax jargon in this area. A split-...
Thursday, August 10, 2017

RERI-ng Its Ugly Head - Part Two

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Let’s continue our story of Stephen Ross, the billionaire owner of the Miami Dolphins and of his indirect contribution of an (unusual) part...
Friday, July 28, 2017

RERI-ng Its Ugly Head - Part One

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Here is the Court: The action involves RERI Holdings I, LLC (RERI). On its 2003 income tax return RERI reported a charitable contribution...
Tuesday, October 20, 2015

Does A Charitable Remainder Trust Have To Be Charitable?

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Over the years I have been able to work with very wealthy people. That level of wealth allows the tax attorneys and CPAs to bring out t...
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