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Jason Soman featured on Valuationpodcast.com with Melissa Gragg talking about Personal Tax Returns





Tune into ValuationPodcast.com to listen to Jason Soman and Melissa Gragg talk about top tax return tips for Family Lawyers. We talk about the following:

  1. Why did you decide to write this article on personal tax returns for family lawyers?

  2. Why are personal tax returns one of the first documents you review? Why not business tax returns?

  3. The tax return is a big document. Within the personal tax return, what are the first things you look for in there?

  4. Why is it important for attorneys to be able to identify key financial issues early on in a divorce case?

  5. What if the parties’ don’t report income on their tax returns?

  6. You discuss differences a spouses’ income and cash flow. What do you mean by that?

  7. Can you determine a parties’ income/cash flow by only using the tax returns? What other information should we look for?

  8. What are common ways you find that the titled spouse tries to keep income/assets away from their soon to be ex- spouse?


Jason Soman CPA/ABV, ASA, CFE, CDFA® Jason@accountingvaluation.com (561) 419-6111

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 http://www.MediatorPodcast.com Cell: (314) 541-8163


 
 
 

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