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.

Discover how Soman Forensics & Valuation CPAs “looks under the hood” of a business during divorce, examining financial records, management interviews, third-party information, and testimony to better understand a company’s true earnings and value.

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 determining income for real estate investors in divorce can be more complex than simply reviewing a tax return—and why depreciation, pass-through entities, refinancing, distributions, and other financial information may be important when evaluating true income and available cash flow.

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 explains why family lawyers should always review the refund section of Form 1040 during divorce financial discovery—and how refunds applied to future tax years may represent marital tax assets that should not be overlooked.

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.