Retirement Rollover and Planning Services

Joanna Moran

5200 Neil Road
Reno, Nevada 89502
(775) 824-8006

Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

 
 
Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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