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 trustee. Show all posts
Showing posts with label trustee. Show all posts
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...
Tuesday, December 20, 2016

Would You Believe?

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It is a specialized issue, but I am going to write about it anyway. Why? Because I believe this may be the only time I have had thi...
Wednesday, April 9, 2014

IRA Rollover Decision Stuns Advisors

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There was a recent Court decision that stunned and upset a number of tax and financial advisors. It has to do with IRA rollovers. W...
Monday, July 16, 2012

An S Corporation and a Bankruptcy Trustee

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The Kenrob case is a bankruptcy case and not a tax case. It presented such an unusual argument, though, that it caught my eye and my disbe...
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