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With 21 years of experience as an H&R Block tax pro, PAUL 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, PAUL stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. PAUL specializes in foreign income, multi-state income, investments and more.
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Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
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.