Episode 18 - Maximize Your Tax Refund

In this episode of Blue Money, Jim & Kevin invited Bruce Goldstein, Certified Public Accountant, to come on the show to help our law enforcement agents get the most of their tax filing this tax season. The filing deadline for this year is April 18 so it’s quickly approaching. Listen to this episode to make sure you’re not missing out on any deductions or credits available to law enforcement employees in 2023. Bruce lists off many items that, in his years of experience, he sees law enforcement employees forget they can write off as a deduction. He explains the importance of hiring a trained professional to prepare your taxes, especially one that is focused on law enforcement employees. Bruce does a great job at explaining the difference between the standard deduction and specific deductions. He also talks about the different types of tax forms and what they’re for. Listen through to the end for Bruce’s top three pieces of advice for getting the most out of your tax preparation. To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com