Find The Money - podcast cover

Find The Money

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 the opposition.   Life is complicated. Money doesn't have to be. So follow us on Apple Podcasts, Spotify, or wherever you enjoy your shows, and let's find the money each episode together!
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Episodes

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

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 unravel the intricacies and distinctions between these two divorce approaches, offering invaluable insigh...

Sep 05, 202331 min

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

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 interested in learning how the courts view personal goodwill, and what it takes to have a credible opini...

Aug 29, 202345 min

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

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 📗 Connect with Jason Soman ➡️ Website: www.DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jas...

Aug 23, 202343 min

Ep. 29 - Thoughtful Approaches to Family Law w/ Lindsay Haber, Esq.

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 mother to two young children. Divorcing parties seeking clarity and a no-nonsense approach to handl...

Aug 15, 202338 min

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

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 defines you," and what it really means. Don't miss this intriguing episode of Find the Money! 📗 Connect...

Aug 08, 202335 min

Ep. 27 - Common Business Valuation Mistakes to Watch Out For

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.FindTheMoneyPodcast.com...

Aug 01, 202311 min

Ep. 26 - Discounts vs. Discount Rates

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.DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: http...

Jul 25, 202312 min

Ep. 25 - All About Crypto w/ Zander Retamar, Esq.

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.DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagram.com/va...

Jul 18, 202341 min

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

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 conversation that can help you navigate your own divorce case with confidence and make informed dec...

Jul 11, 202347 min

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

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.thedivorcemortgageguy.com ➡️ LinkedIn: https://www.linkedin.com/in/don-moll-mortgage/ ➡️ Email: dmoll@smprate.com 📗 Co...

Jul 06, 202348 min

Ep. 22 - Becoming an Autonomous Advisor w/ Jeff Pomeranz, Esq.

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 entrepreneurship, as Jeff provides valuable advice and inspiration for carving your path in the leg...

Jul 04, 202329 min

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

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 Jersey considering filing for divorce 📗 Connect with Jessica ➡️ LinkedIn: https://www.linkedin.com/in/...

Jun 27, 202343 min

Ep. 20 - Can You Rely on Audited Financial Statements?

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@accountingvaluation.com ➡️ PODCAST: www.FindTheMoneyPodcast.com...

Jun 20, 20239 min

Ep. 19 - What's a General Ledger?

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: jason@accountingvaluation.com ➡️ PODCAST: www.FindTheMoneyPodcast.com...

Jun 13, 202315 min

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

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 have significant impact for clients. Whether you're a family law attorney, or going through the divor...

Jun 06, 202346 min

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

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 the fiercely competitive world of real estate. Prepare to be inspired as he reveals his secrets to a...

May 30, 202334 min

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

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 the intricacies of practicing family law practice in Miami. Moreover, Vanessa and Julian enlighten us ...

May 23, 202330 min

Ep. 15 - The Fraud Triangle in Divorce Cases

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/@DivorceForensicAccountant ➡️ Email: jason@accountingvaluation.com ➡️ PODCAST: www.FindTheMoneyPodcast.com...

May 16, 20235 min

Ep. 14 - Looking Under the Hood in a Business Valuation

In this episode, Jason introduces the concept of looking under the hood in a business valuation. In a divorce case, oftentimes one party comes to us not trusting the other side with respect to the financials and value of a business.So as both forensic accountants and business valuators, clients request that we not just accept the numbers at face value, but rather dig into the books and records to determine the true earnings and value of the business. 📗 Connect with Jason Soman ➡️ Website: www.D...

May 09, 20236 min

Ep. 13 - Alimony in Florida with Attorney Scott Kalish, Esq.

Attorney Scott Kalish, Esq. of Kalish & Jaggars PLLC in West Palm Beach, and host of the Florida Divorce Podcast, joins us this week to break down how alimony works in the State of Florida. 📗 Connect with Scott ➡️ Website: www.KJLawFLA.com ➡️ LinkedIn: https://www.linkedin.com/in/scott-kalish-91a83b191/ ➡️ Email: Scott@KJLawFLA.com 📗 Connect with Jason Soman ➡️ Website: www.DivorceForensicAccountant.com ➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/ ➡️ Instagram: https://www.instagra...

May 02, 202317 min

Ep. 12 - Finding Your Passion in Family Law with Attorney Yesenia Calderon, Esq.

Join Jason this week as he talks with Attorney Yesenia Calderon, Esq., a family law attorney at Troy Legal P.A. Yesenia shares her personal journey of discovering her passion for family law, debunks common misconceptions about the work of family lawyers, and offers invaluable advice for younger attorneys who are considering a career in this field. This episode is a must-listen for anyone interested in family law, as it provides a fascinating glimpse into the life of a family law attorney. Don't ...

Apr 25, 202330 min

Ep. 11 - Religious Divorce 101 with Jacqueline Harounian, Esq.

This week, Jason is joined by Jacqueline Harounian Esq., a leading family law attorney in New York and managing partner of Wisselman Harounian & Associates. Together, they explore the topic of religious divorce and its significance, with Jackie offering her expertise in this area. She sheds light on the Jewish Gett and Islamic Mahr, providing valuable insights for the listeners on the subject matter. If you're interested in gaining a deeper understanding of religious divorce, this episode is...

Apr 18, 202327 min

Ep. 10 - Navigating Divorce as a Business Owner in New York with Ian Steinberg, Esq.

Jason is joined by Ian Steinberg, Esq. a family law attorney in New York City, to discuss the complexities of getting divorced as a business owner in New York. Ian breaks down the benefits of having a pre-nuptial agreement as well as what happens when there isn't one in place. 📗 Connect with Ian ➡️ Website: www.BerkBot.com/attorneys/ian-steinberg/ ➡️ LinkedIn: https://www.linkedin.com/in/iancraigsteinberg/ ➡️ Email: isteinberg@berkbot.com 📗 Connect with Jason Soman ➡️ Website: www.DivorceForen...

Apr 11, 202352 min

Ep. 8 - Money, Marriage and More with Jason and Brooke Rash

Jason and Brooke Rash, a husband-and-wife duo tell us the story of coming from the brink of foreclosure to making millions of dollars together in online businesses and real estate. Jason and Brooke break down the mindset it takes to manage a marriage and money through hard times and succeed against all odds.

Mar 28, 202346 min

Ep. 7 - Donald Trump's Tax Returns: A Case Study for Family Lawyers on ValuationPodcast.com w/ Melissa Gragg

Join Jason and Melissa Gragg in breaking down Donald Trump's tax returns, a case study for family lawyers, divorcing couples and litigators in reviewing personal tax returns. This is an interesting one you don't want to miss! 📗 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...

Mar 21, 20231 hr 10 min

Ep. 5 - Interest Rates and Financial Stress - What the Recent Bank Failures Tell Us

Jason is joined by a fellow forensic accountant and business valuation expert, live on YouTube/LinkedIn to discuss the pressure of rising interest rates and the impact on fraud fighters, business owners and other professionals. 📗 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@accounting...

Mar 17, 202354 min

Ep. 4 - Emergency Roundtable on the Recent Bank Failures on Where's My Money Podcast

Join an impromptu emergency roundtable with Jason Rash, Jason Soman, Billy Nash and Howard Conyack to discuss the recent failures of Silicon Valley Bank and Signature Bank. 📘 Connect With Jason Rash ➡️ Facebook: https://www.facebook.com/jasonrash ➡️ Instagram: https://www.instagram.com/jasonrash/ ➡️ Youtube: https://www.youtube.com/@JASONRASH ➡️ Email: podcast@jasonrash.com 📙 Connect With Billy Nash ➡️ Website: www.nashluxury.com ➡️ Facebook: https://www.facebook.com/profile.php?id=10001061728...

Mar 15, 202340 min

Ep. 3 - Finding the Money with Divorce Asset Hunter Phil Segal

Phil Segal, a financial investigator and divorce asset hunter joins us this week to break down when you need a forensic accountant vs. when you need an investigator. Phil also shares tips, tricks, and explains how hidden assets are uncovered.

Mar 14, 202346 min
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