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Tax Return Tuesday #5 - Schedule E Part 2
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.


Tax Return Tuesday #3 - Schedule E Part 1
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.


5 Financial Discovery Mistakes to Avoid
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.
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