Elevate Your Practice: Decoding Tax Returns for Matrimonial Attorneys – Part 1

12:00 p.m. – 12:05 p.m.

Welcome and Program Introduction

12:05 p.m. – 12:55 p.m.

Basics of Reading Personal Tax Returns (Form 1040) – Part 1

Speakers will walk through the pages of a Federal Personal Income Tax Return (Form 1040) to explain exactly what is presented on a personal tax and how to most efficiently read the tax return and understand the key information that is presented.

Speakers: 

David Gralnick, CPA/ABV and Louis Panariello, CPA/ABV/CFF

KLG Business Valuators and Forensic Accountants, LLC

1.0 Credit in Areas of Professional Practice 

12:55 p.m. – 1:45 p.m.

Basics of Reading Personal Tax Returns (Form 1040) – Part 2

Speakers will walk through the pages of a Federal Personal Income Tax Return (Form 1040) to explain exactly what is presented on a personal tax and how to most efficiently read the tax return and understand the key information that is presented.

Speakers: 

Benjamin Schuver, CPA/ABV and Cameron Rosenecker, CPA

Brisbane Consulting Group, LLC

1.0 Credit in Areas of Professional Practice 

1:45 p.m. – 2:00 p.m.

Break

2:00 p.m. – 2:50 p.m.

Diving Deep into Personal Tax Returns to Uncover Assets and Using Personal Tax Returns as a Tool to Prepare Clients’ Statements of Net Worth

Speakers will reveal where on personal tax returns to locate assets of the parties and how to use personal tax returns to assist in the preparation of complete and accurate Statements of Net Worth for Clients.

Speakers: 

Harold Deiters, CPA/ABV/CFF/CGMA, CFE, MAFF/CVA and Pasquale Rafanelli, CPA/ABV, ASA, CVA/CBA/MAFF, CFE, CDFA, AEP

Empire Valuation Consultants

1.0 Credit in Areas of Professional Practice 

2:50 p.m. – 3:00 p.m.

Q&A