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Tax Return Tuesday #7 - Schedule D
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.
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Careful of Tax Traps Hiding in the Marital Estate
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.
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