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
Date / Time: January 22, 2024
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. 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.