Jason Soman, CPA/ABV, ASA, CFE, CDFA®, discusses the Employee Retention Tax Credit (ERTC) and its potential impact as a marital asset in divorce cases in the Florida Bar Family Law Section’s FAMSEG publication.

Audited financial statements don’t always tell the full story in divorce cases. Jason Soman explains their limitations and the financial issues forensic analysis can uncover.

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 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.

Schedule C can reveal important information about business income, but it doesn’t tell the whole story. Jason Soman of Soman Forensics & Business Valuation CPAs explains what family lawyers should know when reviewing Schedule C and when additional financial information may be needed.

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.

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.

What Is the Valuation Date in a Business Valuation? | Soman Forensics

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.

Splitting an investment account in divorce isn’t always as simple as dividing the shares equally. Jason Soman of Soman Forensic & Valuation CPAs explains how differences in cost basis and embedded capital gains can create a significantly unequal financial outcome for divorcing spouses.

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.