Divorce Cases: Uncovering Critical Information in Tax Returns and Financial Statements
Discovery Strategies, Analyzing Tax Returns and Financial Documents, Using Financial Experts
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE webinar with Q&A
This CLE webinar will provide family law counsel 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 your analysis of tax returns and financial documents, and outline the best approaches for using financial experts.
- Income tax returns
- Schedules A, B, C, D, and E
- The 1120S for an S corporation
- 1065 for partnership income
- 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?
Taylor Toombs Imel
Houston family law attorney Taylor Imel is a natural competitor who knew from a very young age that she wanted to... | Read More
Houston family law attorney Taylor Imel is a natural competitor who knew from a very young age that she wanted to practice law. A women’s varsity soccer player, she received a B.A. in Spanish and Communication from Wake Forest University in Winston Salem, North Carolina, where she was a dean’s scholarship recipient. In 2010, Ms. Imel graduated from SMU Dedman School of Law where she was once again a dean’s scholarship recipient. Prior to joining KoonsFuller Houston, she practiced family law in Dallas, Texas, where she gained 1st chair family law experience and enjoyed considerable success litigating matters concerning property division, conservatorship, and child support.Close
Michael P. Judge
Casner & Edwards
Mr. Judge focuses his practice on all aspects of settlement and trial of family law. Areas of concentration include... | Read More
Mr. Judge focuses his practice on all aspects of settlement and trial of family law. Areas of concentration include divorce, custody, child support, alimony, modification and paternity. With over a decade of experience, he has successfully handled a wide variety of litigation matters involving custody disputes, complex asset division, business valuation, domestic violence and relocation matters.Close
Kessler & Solomiany
Mr. Morrison is experienced in handling complex divorce cases, child custody matters, support and alimony claims,... | Read More
Mr. Morrison is experienced in handling complex divorce cases, child custody matters, support and alimony claims, modification and contempt actions, prenuptial agreements, and all other domestic relations issues. Prior to joining the Firm, he was a founding partner at Hedgepeth, Heredia, Crumrine & Morrison and was a partner at Davis, Matthews & Quigley.Close
Josh Shilts, CPA/ABV/CFF/CGMA, CFE
Mr. Shilts provides law firms, corporations, individuals, trustees, receivers and government entities with expert... | Read More
Mr. Shilts provides law firms, corporations, individuals, trustees, receivers and government entities with expert analysis of financial issues resulting from judicial proceedings, regulation, and strategic decisions.Close
Ms. Burkett focuses her entire legal practice on family matters, including but not limited to, complex property... | Read More
Ms. Burkett focuses her entire legal practice on family matters, including but not limited to, complex property divisions and contentious child custody matters. As a family law attorney, she takes pride in building trust and connections with her clients and takes a personalized approach. As a creative problem solver, Ms. Burkett strives to help families resolve their disputes, big or small, and works with her clients to determine what best meets their needs. She explains that no two cases are alike and determining what is best for each client is what makes the job so rewarding and dynamic. Ms. Burkett has a passion for helping others and is committed to helping her clients through this critical time in their lives. She received a Juris Doctorate degree from SMU Dedman School of Law in 2017 and graduated cum laude. Ms. Burkett attended the University of Texas at Austin for undergraduate and received a BBA in corporate finance with a minor in accounting.Close