"A Family Law Litigator’s Guide to Financial Data"

Learn what information lies beneath the financial statements and how to subpoena the data you really need. Learn what data may be available by carefully examining financial records and tax returns. Take a deeper dive into investment statements and what information may be hiding in plain sight. Learn what forensic accountants look for when reviewing bank statements.

Topics

· Understand what relevant data lurks beneath financial statements

· Learn what to subpoena in order to find missing information

· Learn the forensic techniques used to locate misleading numbers

· Learn what information is and is not contained on tax forms such as a 1040, 1120, and 1065

· Learn how to read a typical investment statement and trace disbursements of funds

· Understand what data may be hiding in bank statements

Presented by: 

Frank Wisehart MBA, CPA, ABV, CFE, CVA, MAFF | Managing Director

Berkeley Research Group
and

Lawrence B. Wood

CPA, CFP®

Wood Advisory Group, LLC

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