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.

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.