BROADCASTS.com

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.\xa0 My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri. \xa0

Today we will be discuss Personal Tax Returns: Tips for Divorce Attorneys with Jason Soman, he is a valuation expert in Orlando FL. Jason specializes in advising lawyers, business owners, and high net worth individuals on issues related to business valuation and forensic accounting in the context of marital dissolution, shareholder/partner disputes, estate/gift tax matters, commercial litigation and for transaction purposes. \xa0

Welcome Jason!\xa0

1. \xa0Why did you decide to write this article on personal tax returns for family lawyers?\xa0
2. \xa0 Why are personal tax returns one of the first documents you review? Why not business tax returns? The tax return is a big document. Within the personal tax return, what are the first things you look for in there?\xa0
3. \xa0 Why is it important for attorneys to be able to identify key financial issues early on in a divorce case?\xa0
4. \xa0 What if the parties\u2019 don\u2019t report income on their tax returns?\xa0
5. \xa0 You discuss differences a spouses\u2019 income and cash flow. What do you mean by that?\xa0
6. \xa0 Can you determine a parties\u2019 income/cash flow by only using the tax returns? What other information should we look for?\xa0
7. \xa0 What are common ways you find that the titled spouse tries to keep income/assets away from their soon to be ex- spouse? \xa0

\xa0

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com\xa0
http://www.MediatorPodcast.com\xa0
Cell: (314) 541-8163 \xa0
\xa0

Jason\xa0 Soman
CPA/ABV, ASA, CFE, CDFA
JasonS@rosenfieldandco.com
https://www.rosenfieldandco.com \xa0
407-871-9522\xa0

\xa0