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.

Tuesday, June 21, 2011

The Retirement Savers Credit

If you contribute to a 401(k), SEP, SIMPLE, IRA or Roth and have modest income, there may be a federal tax credit for you. It is the “credi...

An ESOP Too Far

Every now and then I read a tax case or summary that takes my breath away. I came across one recently. It has to do with an employee stock o...

Payroll Deduction IRA

This is a not a new topic but the question has come up: Can an employer setup an IRA for their employees, withhold from their paychecks...

The 2011 Home Energy Tax Credit

The 2010 Tax Relief Act extended the (IRC Sec. 25C) nonbusiness energy property tax credit through December 31, 2011 – one more year. Howeve...

Avoiding Capital Gains Tax - Part II

Let’s return to our article of December 7, 2010 on preserving a gain position in a stock. In that article we talked about buying a put on P...

Avoiding Capital Gains Tax - Part 1

As part of year-end tax planning, it is common to review a client’s investment portfolio. If there are capital gains (and yes, this year the...

The Old and New IRA Charitable Distribution

You may remember that taxpayers were allowed to distribute $100,000 directly from their IRAs to charity. No deduction was allowed for the co...

View web version

About Me

Cincinnati Tax Guy

View my complete profile

Powered by Blogger.