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Brad 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, Brad stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). Brad specializes in charitable giving, foreign income, investments and more.
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Donations made to qualified charities can be deducted to reduce taxable income.
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
An individual tax identification number (ITIN) helps people file taxes without a Social Security number.
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
Retirement income, pensions, and annuities can change the way you file your taxes.
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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.
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.