Hamilton Tax and Accounting

A Gift of Stock- Information is key when using this tax planning strategy

By Steven C. Hamilton II, EA|2020-08-28T12:11:17-05:00August 28th, 2020|Tax, Weekly Tip|

Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning [...]

By Steven C. Hamilton II, EA|2020-08-21T12:14:10-05:00August 21st, 2020|Tax, Weekly Tip|

As states create tax laws to capture revenue from non-resident individuals and small businesses, many are caught unaware of the [...]

By Steven C. Hamilton II, EA|2020-08-14T12:11:26-05:00August 14th, 2020|Tax, Weekly Tip|

Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen? from Hamilton Tax [...]

By Steven C. Hamilton II, EA|2020-08-07T12:11:24-05:00August 7th, 2020|Tax, Weekly Tip|

While Roth IRAs are funded in after-tax dollars, making a mistake on withdrawing funds could still subject you to tax [...]

By Steven C. Hamilton II, EA|2020-07-31T12:11:19-05:00July 31st, 2020|Tax, Weekly Tip|

Here are nine areas of income that are often questioned by taxpayers regarding their taxability. Some items are taxable, others [...]

By Steven C. Hamilton II, EA|2020-07-24T12:11:19-05:00July 24th, 2020|Tax, Weekly Tip|

If selling a stock or mutual fund to book a loss for your tax return, the wash sale rules are [...]

By Steven C. Hamilton II, EA|2020-07-17T12:11:27-05:00July 17th, 2020|Tax, Weekly Tip|

Rebalancing your portfolio when you get older makes sense. So does anticipating for these possible tax surprises during your retirement [...]

By Steven C. Hamilton II, EA|2020-07-10T12:11:16-05:00July 10th, 2020|Tax, Weekly Tip|

If you have not already done so, please plan to make your 1st and/or 2nd quarter estimated tax payment(s). The [...]