Making Margin

Tax Tips from Tax Amateurs


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Making Margin Podcast
Episode 54 - Tax Tips from Tax Amateurs

Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them. 

Meet the voices behind this episode of Making Margin:

  • Nick
  • Natalie 
  • Jeff
  • Jen

In this episode, we're sharing some of our favorite tax tips! While we're not tax professionals, we've gathered some valuable insights that could benefit you. Keep in mind that these suggestions might not fit every situation, but we're optimistic that there's something useful here for everyone.

Questions

  • Nick: Donating assets instead of cash
  • Natalie: Tracking cost basis on your house
  • Jeff: don’t sleep on your FSA options
  • Jen: Staying organized
...more
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Making MarginBy Greenway Wealth Advisors

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