Personal Tax Returns: Tips for Divorce Attorneys

ValuationPodcast.com - A podcast about all things Business + Valuation.

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri.

Today we will be discuss Personal Tax Returns: Tips for Divorce Attorneys with Jason Soman, he is a valuation expert in Orlando FL. Jason specializes in advising lawyers, business owners, and high net worth individuals on issues related to business valuation and forensic accounting in the context of marital dissolution, shareholder/partner disputes, estate/gift tax matters, commercial litigation and for transaction purposes.
Welcome Jason!

1. Why did you decide to write this article on personal tax returns for family lawyers?
2. Why are personal tax returns one of the first documents you review? Why not business tax returns? The tax return is a big document. Within the personal tax return, what are the first things you look for in there?
3. Why is it important for attorneys to be able to identify key financial issues early on in a divorce case?
4. What if the parties’ don’t report income on their tax returns?
5. You discuss differences a spouses’ income and cash flow. What do you mean by that?
6. Can you determine a parties’ income/cash flow by only using the tax returns? What other information should we look for?
7. What are common ways you find that the titled spouse tries to keep income/assets away from their soon to be ex- spouse?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[e-mail]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: [phone]

Jason Soman
CPA/ABV, ASA, CFE, CDFA
[e-mail]
https://www.rosenfieldandco.com
407-871-9522

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