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 retirement. Show all posts
Showing posts with label retirement. 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...
Monday, January 19, 2026

No Tax On Social Security

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  Is not.  For decades, social security benefits were not taxable at all.  This changed with the Social Security Amendment of 1983, with the...
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...
Sunday, July 19, 2020

No Required Minimum Distributions For 2020

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There is a tax deadline coming up. It may matter to those who are taking required minimum distributions (MRDs) from your IRAs and certain ...
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