Business tax returns can reveal valuable financial information in divorce cases. Learn how changes in debt and cash may identify refinancing activity and lead to additional financial discovery.

Jason Soman of Soman Forensic & Valuation CPAs explains how family lawyers can identify a company’s business activities from a tax return using business descriptions and NAICS industry codes.

Jason Soman of Soman Forensic & Valuation CPAs explains the difference between income and distributions and how wages, distributions and business-paid personal expenses may factor into income analysis for child support and alimony.

Jason Soman of Soman Forensic & Valuation CPAs explains why Schedule K-1s can be important in divorce cases involving S corporations, LLCs and partnerships, including determining ownership, income and equitable distribution.

Jason Soman was interviewed on The Florida Divorce Podcast, hosted by Attorney Scott Kalish of Kalish & Jaggars PLLC. Scott and Jason discussed Divorce and Fraud. It is an episode you do not want to miss! Listen to the Podcast wherever you get your shows. The link for Apple Podcasts is below. https://podcasts.apple.com/us/podcast/divorce-and-fraud-interview-with-forensic-accountant/id1626579395?i=1000602958744 To learn more about Scott and his firm, visit www.KJLawFLA.com

An $8 million marital asset could be hiding in plain sight on a tax return. See why family lawyers should always review the refund section when investigating marital assets during divorce.

Can tax credits affect the financial picture in a divorce? Family lawyers handling business-owner divorces should consider ERTC refunds and other significant business tax credits during financial discovery.

Can you prove someone doesn’t own a business or asset? In divorce cases, that question can be more complicated than it sounds. Here’s how forensic accountants approach “proving a negative” by following the financial evidence.

Schedule D can provide valuable financial clues during a divorce. Jason Soman of Soman Forensic & Valuation CPAs explains what family lawyers should look for when reviewing capital gains, investment sales, tax basis, and capital loss carryforwards.

Schedule A can provide useful financial information during divorce discovery. Jason Soman of Soman Forensic & Valuation CPAs explains what family lawyers should look for when reviewing itemized deductions, including mortgage interest, property taxes, charitable contributions, and medical expenses.

A missing page can reveal more than expected. See how careful financial discovery and attention to detail uncovered an undisclosed bank account—and why the smallest details can have a significant impact in divorce litigation.

Schedule E Part 2 can reveal important business interests and income during a divorce. Jason Soman of Soman Forensic & Valuation CPAs explains what family lawyers should look for when reviewing partnerships, S corporations, LLCs, Schedule K-1s, distributions, and pass-through income.

Financial discovery often starts broad, but the details uncovered in Round 1 can lead to much more targeted requests in Round 2. Jason Soman of Soman Forensic & Valuation CPAs explains how specific financial discovery requests can help family lawyers trace transactions, identify accounts, and uncover assets during divorce.

A general ledger can serve as a roadmap when analyzing a business during divorce. Jason Soman of Soman Forensic & Valuation CPAs explains how forensic accountants use the GL to examine income, expenses, and individual transactions—and why the underlying records still matter.

Jason Soman of Soman Forensic & Valuation CPAs is turning the Tax Return Tuesday series into “Tax Return Tips for Family Lawyers.” Follow along each Tuesday as Jason shares practical insights for reviewing tax returns in divorce—and invites accountants and family lawyers to contribute their own tips along the way.

What can the FTX saga teach divorce attorneys about financial investigations? Jason Soman of Soman Forensic & Valuation CPAs examines property records, hidden assets, and the financial breadcrumbs that can matter in divorce forensic accounting.

Family lawyers should be aware of hidden tax liabilities when dividing marital assets. Jason Soman of Soman Forensic & Valuation CPAs explains how taxes on retirement accounts, appreciated property, securities, and embedded gains can significantly affect the true value of a marital estate.

Schedule E Part I can reveal rental real estate and royalty income—but it may not tell the entire financial story. Learn what family lawyers should look for and what additional documents may be needed.

A $500 Walmart gift card became a key clue in a $4.5 billion Bitcoin investigation—proving that in forensic accounting, even the smallest details can matter. Soman Forensics explores how financial evidence can uncover critical connections in complex fraud and litigation matters.

Jason Soman shares five financial discovery mistakes he made early in his career—from requesting the wrong tax documents to overlooking balance sheets and accounts receivable—and what family law professionals can learn from them.