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 spouse. Show all posts
Showing posts with label spouse. Show all posts
Monday, July 21, 2025

A Skeleton Return And Portability

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  The amount for 2025 is $13.99 million. This is the lifetime exclusion amount for combined gift and estate taxes. You can give away or di...
Sunday, June 1, 2025

Blowing An Estate Tax Deduction

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  Let’s talk about the Estate of Martin W. Griffin . Martin Griffin (Martin) was married to Maria Creel. Martin created a revocable trus...
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...
Sunday, November 8, 2020

A Puff Piece

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  Although we do not condone her inconsistency, we find it is merely puffery in an attempt to obtain new employment and of no significance h...
Sunday, November 11, 2018

Can Creditors Reach The Retirement Account Of A Divorced Spouse?

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Let’s say that you divorce. Let say that retirement savings are unequal between you and your ex-spouse. As part of the settlement you rece...
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Cincinnati Tax Guy
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