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With 29 years of experience as an H&R Block tax pro, Robert 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, Robert stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Robert specializes in estates and trusts, small business advanced certified, retirement
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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.
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.
Retirement income, pensions, and annuities can change the way you file your taxes.