Jason Soman

Find The Money

Business EN ↓ 65 episodes

Are you looking to find the money? Well, you're in the right place. Welcome to the podcast, Find The Money. Each episode will break down and bring clarity to the many issues that family lawyers, divorcing couples, and business owners face. I'm Jason Soman, Partner at Soman Stewart Business Valuation & Forensic CPAs. I've spent my entire career focused on advising family lawyers and divorcing spouses on matters involving business valuation, forensic accounting, and the many areas in between. This show will tackle the tough questions, find innovative solutions, and will give you the edge over th...

Author

Jason Soman

Episodes

Ep. 39 - Asset Protection w/ Thomas M. VanNess III, Esq., LL.M. 24.10.2023 1:02:22

This week we're joined by Thomas M. VanNess III, Esq., LL.M., an asset protection and estate planning attorney in South Florida to discuss asset protection and estate planning techniques. This is a must-listen episode for individuals and business owners looking to protect their assets, as well as attorneys interested in learning about techniques to protect their clients' assets. 📗 Connect with...

Ep. 38 - Changes to Florida Paternity Laws w/ Giuliana Santini, Esq. and Yesenia Calderon, Esq. 17.10.2023 51:04

In this episode, we are joined by family law attorneys Giuliana Santini and Yesenia Calderon to discuss the changes to Florida Paternity laws effective July 1, 2023, and the impact on family cases. We cover a lot of ground in this episode, between time sharing, child support, court procedures...etc. Don't miss this episode if you want to learn about the Florida Paternity process, as well as change...

Ep. 37 - Getting Divorced in Florida vs. New York w/ Adam Turbowitz, Esq. 10.10.2023 42:32

This week we're joined by Adam Turbowitz, Esq., a family law attorney in South Florida and New York City to discuss the differences between getting divorced in New York versus Florida. This is a must-listen episode for individuals living between both places, as well as attorneys and forensic accountants who practice across state lines. 📗 Connect with Adam ➡️ Website: https://www.amsllp.com/attor...

Ep. 36 - Divorcing Different w/ Mara Bernstein, Esq. 03.10.2023 29:56

In this episode, we're joined by a special guest, Mara Bernstein, Esq., a family law attorney in South Florida and New York who specializes in private and alternative divorce. Mara explains her unique approach to handling family law cases and how she has built a practice that prioritizes client outcomes. In this episode, Mara discusses common misconceptions of the divorce process and explains what...

Ep. 35 - From Litigator to Collaborator w/ Jeffrey Wasserman, Esq. 26.09.2023 54:36

In this episode we're thrilled to have Jeffrey P. Wasserman, Esq., as our special guest. Join us as we delve into Jeffrey's remarkable journey, which spans from his passionate days as a litigator to his transformation into an advocate for the advantages of collaborative divorce. Discover how he became a trailblazer in this movement and the valuable insights he learned along the way. 📗 Connect wit...

Ep. 34 - Financial Planning in Divorce w/ Frank Rekas CPFA® 19.09.2023 22:18

This week we are joined by special guest, Frank Rekas, CPFA® - a seasoned Financial Advisor who guides us through the critical role of financial planning during divorce proceedings. Discover the hidden financial challenges you may not have even considered. Whether you're contemplating divorce or an attorney seeking to provide invaluable financial and insurance counsel to your clients, this episode...

Ep. 33 - Personal vs. Enterprise Goodwill 12.09.2023 16:11

In this episode, Jason covers the basics of Personal vs. Enterprise goodwill and the impact on Florida divorce in a joint episode with the Personal Goodwill Podcast. AICPA FVS Podcast on Non-Competes: https://fvssection.libsyn.com/is-it-the-end-for-the-noncompete 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️...

Ep. 32 - Collaborative vs. Litigation w/ Christen Ritchey, Esq. and Caroline Johnson, Esq. 05.09.2023 30:57

This week we explore the contrasting worlds of Collaborative Divorce versus Traditional Litigation with our special guests, Christen Ritchey and Caroline Johnson. Christen and Caroline are not only law partners but are also sisters, and bring a unique perspective to the table. Christen is an expert in Collaborative Divorce, while Caroline specializes in litigated cases. In this episode, they unrav...

Ep. 31 - Personal Goodwill Perspectives w/ BV Veteran Bob Morrison, FASA, BV/IA 29.08.2023 45:00

This week on Find the Money, we are sharing an informative episode from our other podcast, the Personal Goodwill Podcast. We are joined by hall of fame valuation analyst Robert B. Morrison, FASA BV/IA , who has testified on Personal Goodwill issues in the State of Florida and has had his opinions held up twice on appeal. This is a must-listen for family law and valuation practicioners who are in...

Ep. 30 - The Florida Divorce Process - Part 1 w/ Attorney Scott Kalish, Esq. 23.08.2023 43:14

Instead of talking about the issues of Divorce, this week Jason is joined by Attorney Scott Kalish, Esq. to discuss the divorce process in the State of Florida. In this episode, Jason asks Scott all the questions you were afraid to ask! 📗 Connect with Scott ➡️ Website: www. KJLawFLA.com ➡️ LinkedIn: https://www.linkedin.com/in/scott-kalish-91a83b191/ ➡️ Email: Scott@KJLawFLA.com 📗 Conn...

Ep. 29 - Thoughtful Approaches to Family Law w/ Lindsay Haber, Esq. 15.08.2023 38:16

Join us in this episode as we delve into family law with prominent family law attorney, Lindsay Haber. In this conversation, we discuss Lindsay's approach to thoughtfully tackling family law issues. Gain insight into Lindsay's remarkable ability to secure favorable outcomes for clients during their most trying times, all while successfully juggling her responsibilities as a business operator and a...

Ep. 28 - It's What You Do That Defines You w/ Richie Boyle, Esq. 08.08.2023 35:19

Join us this week as we chat with Richie Boyle, Esq., a well-known attorney who specializes in family and business legal matters in South Florida. Richie takes us through his unique life journey, from starting his own businesses to working in law enforcement, and eventually establishing his own firm, The Boyle Law Firm. We also get to learn about Richie's famous saying, "It's what you do that defi...

Ep. 27 - Common Business Valuation Mistakes to Watch Out For 01.08.2023 10:50

In this episode, Jason discusses common business valuation mistakes to watch out for. 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagram.com/valuation_jason ➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant ➡️ Email: jason@accountingvaluation.com ➡️ PODCAST: www. FindT...

Ep. 26 - Discounts vs. Discount Rates 25.07.2023 12:14

In this episode, we clear up two commonly confused business valuation terms that family lawyers shoud know about, discounts vs. discount rates. By the end of this episode, you'll gain a clear understanding of the nuanced factors influencing business valuations and be better prepared to advocate for your clients' interests with confidence and precision. 📗 Connect with Jason Soman ➡️ Website: www...

Ep. 25 - All About Crypto w/ Zander Retamar, Esq. 18.07.2023 40:41

Jason is joined by Estate Planning and Litigation Attorney Zander Retamar, Esq. to discuss all the questions you have about cryptocurrency in the context of estate planning and family law. 📗 Connect with Zander ➡️ Website: www. HPMLawyers.com ➡️ LinkedIn: https://www.linkedin.com/in/zanderretamar/ ➡️ Email: zander@hpmlawyers.com 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAc...

Ep. 24 - Mistakes to Avoid in Your Divorce Case w/ Krystine Cardona, Esq. 11.07.2023 47:08

Join us on this week's episode of Find the Money as we dive deep into the world of divorce cases with our special guest, Krystine Cardona, a renowned Miami family law attorney. Discover the crucial insights and expert advice as we uncover the most common mistakes individuals make during divorce proceedings and learn invaluable tips on how to steer clear of them. Don't miss out on this enlightening...

Ep. 23 - Florida Alimony Reform: What You Need to Know About the New Law Live w/ Attorney Scott Kalish, Esq. and Don Moll, CDLP™ 06.07.2023 48:18

Jason is joined by Attorney Scott Kalish, Esq. and Don Moll CDLP ® to discuss the latest changes to Florida Alimony effective July 1, 2023. Join us for an informative discussion on the latest changes. 📗 Connect with Scott ➡️ Website: www. KJLawFLA.com ➡️ LinkedIn: https://www.linkedin.com/in/scott-kalish-91a83b191/ ➡️ Email: Scott@KJLawFLA.com 📗 Connect with Don ➡️ Website: www.thedivor...

Ep. 22 - Becoming an Autonomous Advisor w/ Jeff Pomeranz, Esq. 04.07.2023 29:01

In this special Independence Day episode, host Jason sits down with Jeff Pomeranz, Esq., the founder of Pomeranz Law, a firm specializing in General Counsel services for high-growth companies. Jeff shares his insights on the challenges faced by growing businesses and his remarkable journey in building his own law firm. This episode is a must-listen for business owners and professionals considering...

Ep. 21 - Preparing for your New Jersey Divorce w/ Jessica Lia, Esq. 27.06.2023 42:52

On this episode of Find the Money, we had the opportunity to interview Jessica Lia, Esq. Family Law Partner at Fox Rothschild, on how to prepare for your New Jersey Divorce. Divorce is not a decision to be taken lightly, and in this episode Jessica covers the basics of divorce in NJ, and what you need to know before you embark on this process. This is a must-listen to episode for anyone in New Jer...

Ep. 20 - Can You Rely on Audited Financial Statements? 20.06.2023 8:50

In this episode, Jason discusses audited financial statements, and how they are used in forensic accounting engagements. 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagram.com/valuation_jason ➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant ➡️ Email: jason@accountingva...

Ep. 19 - What's a General Ledger? 13.06.2023 15:16

In this episode, Jason discusses general ledgers, and why they are important documents in forensic accounting and business valuations. 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagram.com/valuation_jason ➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant ➡️ Email: jaso...

Ep. 18 - Estate Planning 101 for Family Law Cases w/ Attorney Brett Halperin, Esq. 06.06.2023 46:00

This week on Find the Money Podcast, we welcome Attorney Brett Halperin, Esq., a highly respected attorney specializing in estate planning, probate/trust administration and elder law. In this episode, Attorney Halperin guides us through the intricacies of estate planning, providing crucial knowledge on trust/estate matters and probate procedures that directly intersect with family law, which can h...

Ep. 17 - Premium Positioning - Serving the Ultra High Net Worth Client w/ Billy Nash 30.05.2023 33:53

This week, we are finding the money with Billy Nash, a former Wall Street banker turned luxury real estate agent. Billy has developed a reputation for closing extraordinary deals and serving as a trusted advisor to some of the world's wealthiest individuals. In this episode, Billy graciously shares his invaluable insights on how he has masterfully positioned himself as the go-to premium option in...

Ep. 16 - Florida Dads & Divorce w/ Vanessa Vasquez de Lara, Esq. and Julian Vasquez 23.05.2023 29:47

In this episode of Find the Money, we have the pleasure of welcoming Attorney Vanessa Vasquez de Lara, Esq., and her husband and COO, Julian Vasquez, as our special guests. Vanessa shares valuable insights into the distinctive considerations Florida dads face during Florida divorce cases, providing a sneak peek into her upcoming book, "The Florida Man's Guide to Getting Divorced." We delve into th...

Ep. 15 - The Fraud Triangle in Divorce Cases 16.05.2023 5:02

In this episode, Jason discusses the Fraud Triangle, one of the hallmarks of our anti-fraud education, and how it plays out in the context of a divorce case. 📗 Connect with Jason Soman ➡️ Website: www. DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagram.com/valuation_jason ➡️ YouTube: https://www.youtube.com/@DivorceForensicAc...