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With 30 years of experience as an H&R Block tax pro, Deborah enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Deborah stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). Deborah specializes in estates and trusts, investments, military and more.
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The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
Retirement income, pensions, and annuities can change the way you file your taxes.
If a disaster loss is not reimbursed by insurance or other means, you can deduct it on your taxes.