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Analyzing Tax Returns and Financial Statements in Divorce Cases

Johnathon Miles
Johnathon Miles | Brisbane Consulting Group, LLC

John is a senior analyst responsible for valuation, forensic accounting, and litigation support services for Brisbane Consulting Group, a wholly owned subsidiary of Lumsden McCormick.

On-Demand: January 22, 2024

$195.00 1.5 hour CLE

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Program Summary

Income tax returns and financial statements contain a significant amount of valuable data which can be used by attorneys in a divorce case. These two sources of information can lead to the identification of previously unidentified assets or sources of income. Counsel can utilize this information to increase assurance that the complete marital estate is accounted for, and income is properly measured. In addition, the income tax returns, and financial statements can prove critical in drafting discovery requests and can lead to the development of strategy for the finances or resolution of a case. This program will review the key line items from income tax returns and financial statements and discuss how those lines can be used in addressing concerns relating to divorce matters.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Income tax returns
  • Financial Statements

Date / Time: January 22, 2024

Closed-captioning available

Speakers

Johnathon Miles_FedBarJohnathon Miles | Brisbane Consulting Group, LLC

John is a senior analyst responsible for valuation, forensic accounting, and litigation support services for Brisbane Consulting Group, a wholly owned subsidiary of Lumsden McCormick. He has prior public accounting experience working in the tax department of a Syracuse CPA firm and has commercial sales experience working for an automotive firm for more than five years. In 2016 John earned the Accredited in Business Valuations (ABV) credential, which is granted exclusively to CPAs who demonstrate considerable expertise in business valuations through their knowledge, skills, and experience.

Agenda

I. Income Tax Returns | 1:00pm – 2:00pm

  • 1040, including sub-schedules | 1:00pm – 1:20pm
  • Form W-2 | 1:20pm – 1:40pm
  • Form K-1 | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

II. Financial Statements | 2:10pm – 2:40pm

  • Types of engagements | 2:10pm – 2:20pm
  • Income statements, balance sheets, cash flow statements | 2:20pm – 2:30pm
  • Notes to the financial statements | 2:30pm – 2:40pm

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