Tax returns can provide a wealth of information needed for determining disposal income available for support and helping to determine the value of a business for equitable distribution purposes. There are many forms that may be relevant (Forms 1040, 1065, 1120, 1120S; Schedules C, E, F; and more). Members of the Crumling & Hoffmaster Team will provide some insights into what you can learn from a tax return and how to best prepare for presenting relevant information to the opposing attorney, Conference Officer, Divorce Master and Judge. With recent and continual changes in the look of many tax forms, even the experienced practitioner will benefit. As an added benefit, a portion of the presentation will discuss how a PPP Loan, EIDL Grant, or other stimulus program may impact a Company’s financials and what is (or is not) reflected on the tax return.
This course includes video recorded from a CLE presentation via Zoom for the Franklin County Bar Association.
Your purchase includes access to the course and course materials for 90 days.
1.0 PA Substantive CLE
This course contains approximately 60 minutes of content, all of which is required for course completion. If you are taking this course for Pennsylvania Continuing Legal Education Credit (CLE) your certificate of completion will be issued automatically after all elements of the course have been viewed/completed.
Credits will be reported to the CLE Board within 30 days of your completion of the course and your completion date will be reported as the day on which you actually finished the course.
Minimum System Requirements:
This course includes downloads of PDF documents (Portable Document Format) and streaming video. Viewing the documents will require Adobe Acrobat Reader or other PDF viewing software. Adobe Acrobat Reader is available for free from the Adobe website.
The video player will run on Mac OS, Windows and Linux as well as most mobile devices and tablets on any browser that supports Adobe Flash and/or HTML5. Supported browsers include Chrome, Safari, Firefox, Internet Explorer 9,10,11, and Microsoft Edge. Internet Explorer 8 is not supported on Windows XP for security reasons, but is supported on Windows 7 or higher operating systems.
An internet connection with a minimum speed of 768 kilobits per second is required. At least 5MB/sec is recommended to stream video in full HD quality. Please note that the video player may downgrade the quality of the video to accommodate lower connection speeds.
Gregory A. Crumling, CPA, ABV, CFF
Greg has over 35 years of experience in public accounting. His career started in taxation and quickly moved into the areas of forensic, litigation and valuation services within a public accounting firm. After being introduced to business valuations for estate purposes over 30 years ago, Greg’s career led him to become a respected forensic, litigation and valuation consultant in central Pennsylvania. He has significant experience in business valuation and financial forensics in family law consultation and litigation and has been qualified as an expert in York, Dauphin, Cumberland, Lancaster, Adams, Franklin, Montour, Luzerne, Indiana and Lebanon Counties, as well as United States Bankruptcy Court and District Court (Middle District of Pennsylvania).
Greg is collaboratively trained as a financial neutral for participation in collaborative law matters. Greg earned a Bachelor of Science degree in Accounting from York College of Pennsylvania. Supplemental education includes the Harvard Business School Executive Leadership Program and continuing education programs in accounting, taxation and forensic, litigation and valuation consulting.
Greg has instructed continuing education programs for the Pennsylvania Institute of Certified Public Accountants, the National Association of Certified Valuators and Analysts (NACVA), the Pennsylvania Bar Institute and the Bar Associations of Pennsylvania (Family Law Section), York, Lancaster and Franklin Counties, and various business organizations. In addition, he has written and published various articles on business valuation matters.
Adriann H. Reed, CPA, CFE, CVA
Adriann began her career in a traditional public accounting firm in 2007, with her primary concentration in an audit role. Then, in 2010, she transitioned her focus to business valuations and litigation support. Adriann has performed business valuations for various purposes, including gift and estate tax filings, business planning, shareholder disputes, and family law consultation. Additionally, she has assisted in determining cash flow available for spousal and child support as well as performing forensic analysis as it relates to hidden income and assets. In addition to being a Certified Public Accountant and Certified Valuation Analyst, Adriann is a Certified Fraud Examiner and has led civil and criminal asset misappropriation investigations. She has been qualified as an expert on business valuation, income available for support and financial forensic matters in various counties including Cumberland, Dauphin, Lancaster, and Franklin. Adriann joined the Crumling & Hoffmaster team in January 2021.
Adriann is collaboratively trained as a financial neutral for participation in collaborative law matters and has also completed basic mediation training. Adriann earned a Bachelor of Science degree in Accounting from Bloomsburg University with a concentration in Fraud Examination. Supplemental education includes continuing education programs in accounting and taxation, as well as forensic, litigation, and valuation consulting. Additionally, she graduated from Leadership Harrisburg Area’s Community Leadership Series in 2015.
As an active member of her community, Adriann currently serves as a board member and treasurer of Girls on the Run, Capital Area. She also serves on the loan committee and is an emeritus board member for Cumberland Area Economic Development Corporation. In addition, she is a member of the United Way of the Capital Region’s Women’s Leadership Network and Bridges Society. Adriann has been recognized by the Central Penn Business Journal as a Forty Under 40 Award Recipient in 2017 and received the Whitaker Center’s 2019 Women in Stem Advocacy Award.
- How to Navigate This Course
- Tax Returns Course Materials
- Tax Forms Part One
- Tax Forms Part Two
- Course Evaluation (Required)