Let me tell you a story about going four rounds in the ring just to obtain a general ledger Round 1: Only the profit & loss section of...

Happy tax return Tuesday! Today's must know tax return tip for family lawyers is Schedule E Part 2. Schedule E part 2 is helpful in...

Let's talk Round 1 vs. Round 2 of financial discovery... Round 1 typically contains vague requests or disclosure requirements, as we...

The general ledger is one of the most important documents divorce forensic accountants request when there is a business involved. The...

Happy tax return Tuesday ! Today we have a big announcement. I was thinking about all the positive feedback for the weekly tax return...

Some common themes I see playing out here, that I see all the time as a divorce forensic accountant: 1. Property records are often public...

Family lawyers, be mindful of the tax traps when splitting the marital estate. It's necessary to put all the assets on an "apples to...

Happy tax return Tuesday. Today's must know tax return tip for family lawyers is Schedule E. Schedule E is too much to cover in one...

A $500 Walmart gift card was a key clue in detectives arresting the couple that stole $4.5 billion in Bitcoin earlier this year. While...

Here are 5 mistakes I made in financial discovery when I was a newbie 👇 1. Requesting K-1s for a C-Corp. K-1s are only for...

Business valuations in divorce are unique. Clients often want us to “look under the hood” of the company financials, to determine the...

Happy tax return Tuesday. Today's must know tax return tip for family lawyers is on an oldie but a goodie, Schedule B. Schedule B will...

Determining the parties’ income is usually one of the most important financial issues in a divorce matter. For your typical W-2 employee,...

One of the first questions I ask a prospect is, what is the Valuation Date? All valuations are performed as of a certain date known as...

People tend to be two different people when applying for a mortgage vs. when they are getting divorced. Obtaining any mortgage...

Happy tax return Tuesday! On Tuesdays I will be posting must know tax return review tips for family lawyers until I run out of them. Let...

The fraud triangle is a popular tool to help understand why people commit fraud. It consists of 3 components: opportunity, incentive, and...

There are two different types of fair value in the context of a business appraisal. And no, they have nothing to do with each other....

Think moving to Florida is just for retirees? Think again. Take Ben. Ben is 25 years old, single, lives in NYC and makes $100k a year....

The balance sheet doesn’t get enough attention in forensics. Business perks can be disguised as assets. Income can be disguised as a...