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 rollover. Show all posts
Showing posts with label rollover. Show all posts
Sunday, July 6, 2025

An Estate And An IRA Rollover

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  Retirement accounts can create headaches with the income taxation of an estate. We know that – if one is wealthy enough – there can be a...
Sunday, October 22, 2023

Sonny Corleone’s IRA

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I remember him as Sonny Corleone in The Godfather. He is James Caan, and he passed away in July 2022. I am reading a Tax Court case involv...
Sunday, July 10, 2022

IRAs and Nonqualified Compensation Plans

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Can an erroneous Form 1099 save you from tax and penalties? It’s an oddball question, methinks. I anticipate the other side of that see-saw ...
Sunday, August 8, 2021

Wiping Out An Inherited IRA

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I came across an unfortunate tax situation this week. It has to do with IRAs and trusts. More specifically, naming a trust as a benefici...
Friday, November 27, 2020

Another IRA-As-A-Business Story Gone Wrong

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  I am not a fan. We are talking about using your IRA to start or own a business. We are not talking about buying stock in Tesla or Micros...
Friday, October 26, 2018

Rolling Over An Inherited IRA

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I am not a fan of the 60-day IRA rollover. I admit that my response is colored by being the tax guy cleaning-up when something goes aw...
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Cincinnati Tax Guy
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