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.

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.

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.

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.