Jason Soman of Soman Forensics & Valuation CPAs explains why Schedule B is an important part of tax return analysis in family law matters—and how it may help identify interest and dividend income, financial accounts, pass-through entities, and other information that warrants further investigation.

Jason Soman of Soman Forensics & Valuation CPAs explains why mortgage applications can be a crucial source of information in divorce financial discovery—and how they may reveal income, accounts, assets, or other financial information disclosed to a lender but not identified elsewhere in the case.

Jason Soman of Soman Forensics & Valuation CPAs illustrates how the tax savings from moving from New York to Florida could add up over time. Using a simple example, he shows how consistently investing annual state and city income tax savings may significantly impact long-term wealth.

Balance sheet manipulation can hide income, disguise personal expenses as assets, and conceal where cash actually went. Jason Soman of Soman Forensic & Valuation CPAs explains why forensic accountants examine the balance sheet alongside the income statement when investigating financial activity.

What does a divorce forensic accountant have in common with a cosmologist? We both study the universe. Jason Soman of Soman Forensic & Valuation CPAs explains why identifying the complete universe of financial data can be critical when searching for hidden assets in divorce.

A complete financial discovery response can be critical in litigation. Learn how forensic accountants compare bank and credit card statements to identify missing accounts, hidden assets, and unexplained expenses before discovery deadlines expire.

How do you prove something doesn’t exist? In divorce cases, claims involving hidden assets or financial manipulation can require forensic accountants to investigate the seemingly impossible—proving a negative. Soman Forensics & Valuation CPAs explores how careful analysis, targeted testing, and circumstantial evidence can help uncover the facts and guide financial discovery.

Jason Soman joins Melissa Gragg on ValuationPodcast to discuss what family lawyers should know about personal tax returns in divorce cases. The conversation covers income versus cash flow, key financial issues to identify early, additional documents to review, and potential methods of concealing income or assets.

Jason Somans of Somans Forensic explains how forensic accountants analyze tax returns, taxable income, cash flow, business interests, and real estate distributions.