{title} icon

Articles From Brisbane Consulting Group

Earn CLE Credit - Divorce Cases: Uncovering Critical Information in Tax Returns and Financial Statements

Earn CLE Credit
Presented and Sponsored by Strafford

Divorce Cases: Uncovering Critical Information in Tax Returns and Financial Statements
Discovery Strategies, Analyzing Tax Returns and Financial Documents, Using Financial Experts

Join experts, including Brisbane Consulting Group partner, William Allen, CPA/ABV, CFE, for a 90-minute presentation that will provide family law attorneys with strategies to utilize tax returns and financial statements during divorce cases. The panel will focus on appropriate discovery methods to obtain information, explain how to get the most out of your analysis of tax returns and financial documents, and outline the best approaches for using financial experts.


Tax returns and financial statements contain valuable information from which to develop financial strategies during a divorce case. Family law counsel must identify and leverage critical financial information in financial documents and personal and business tax return schedules.

Specific line items can provide counsel with the basis for drafting discovery requests to obtain critical information regarding the marital estate's financial resources. This information is also necessary to frame financial strategies and potential resolution strategies.

Counsel may need to work with financial professionals or forensic accountants to review business financials, including balance sheets, income statements, statements of cash flows, general ledgers, and accountant work papers. Counsel should be well-versed in ways to maximize the use of financial experts in the case.

Listen as our panel discusses the complexities of discovering critical information through an analysis of tax returns and financial documents and identifies best practices for using accountants and other financial professionals.


  • Income tax returns
  • 1040
  • Schedules A, B, C, D, and E
  • The 1120S for an S corporation
  • 1065 for partnership income
  • W-2
  • K-1s
  • Financial statements
  • Methods to obtain discovery
  • Ways to use accountants and other financial experts


The panel will review these and other key issues:

  • What are the critical data points for divorce counsel when looking at financial documents to determine parties' income and assets?
  • What items in tax returns and financial statements provide clues to income, assets, and debts?
  • What are best practices for leveraging financial experts and forensic accountants during the divorce action?

The cost for the CLE on -emand video or download is $197.00.

To register go to Strafford Webinars.

Earn CLE Credit - Divorce Cases: Uncovering Critical Information in Tax Returns and Financial Statements

for more information

Bill is a partner with Brisbane Consulting Group Business Valuation Division, providing business valuation, forensic accounting, and litigation support services. His valuation experience includes the valuation of closely held companies, covering a wide range of industries and engagements including: marital dissolution, dissenting shareholder disputes, estates and gift tax planning, merger/acquisition, and due diligence reporting.


How Can We Help?