Jason Soman of Soman Forensic & Valuation CPAs explains how family lawyers can identify a company’s business activities from a tax return using business descriptions and NAICS industry codes.

An $8 million marital asset could be hiding in plain sight on a tax return. See why family lawyers should always review the refund section when investigating marital assets during divorce.

Can tax credits affect the financial picture in a divorce? Family lawyers handling business-owner divorces should consider ERTC refunds and other significant business tax credits during financial discovery.

A missing page can reveal more than expected. See how careful financial discovery and attention to detail uncovered an undisclosed bank account—and why the smallest details can have a significant impact in divorce litigation.

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.

A general ledger can serve as a roadmap when analyzing a business during divorce. Jason Soman of Soman Forensic & Valuation CPAs explains how forensic accountants use the GL to examine income, expenses, and individual transactions—and why the underlying records still matter.

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.

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.

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.

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.