The 1040 Handbook: A Guide to Income and Asset Discovery - 8th Edition - Jack Zuckerman cover
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The 1040 Handbook: A Guide to Income and Asset Discovery - 8th Edition - Jack Zuckerman

by Jack Zuckerman

ISBN
9781639050604
Publisher
American Bar Association
Edition
8th Edition
Condition
$96.99 one-time purchase · 15% restocking fee on returns

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Description

The 1040 Handbook: A Guide to Income and Asset Discovery 8th Edition Jack Zuckerman ISBN 9781639050604

The 1040 Handbook is a practical, hands-on guide to using an individual’s federal 1040 tax return as a discovery tool in divorce cases. Unlike theoretical discussions, this resource shows how to uncover cash flow, assets, and other valuables, providing guidance for drafting a detailed and effective discovery plan for both personal and business income and property.

Using a hypothetical couple’s 2020 tax return, author Jack Zuckerman provides a line-by-line analysis of the federal tax form and its schedules, highlighting:

  • What each line reveals about income, assets, and potential hidden valuables

  • Red flags and clues indicating where further inquiry is necessary

  • Additional documents that should be requested for a thorough investigation

The book demonstrates how to use the 1040 form to:

  1. Draft a tentative list of assets

  2. Identify key areas of inquiry

  3. Formulate the right questions to ask clients and opposing parties

  4. Develop a list of supporting documents to obtain

Individual chapters focus on the 1040’s most frequently used schedules and forms, providing clear explanations and sample forms. Additional topics include:

  • Identifying income and hidden assets

  • Spotting deductions that may actually represent assets

  • Recognizing pre-divorce asset transfers

  • Analyzing business expenses that could indicate additional income

  • Understanding deductions and assets that may create future tax liabilities

  • IRAs, Keogh accounts, and retirement assets

  • And much more

This handbook is an indispensable tool for divorce attorneys, financial professionals, and investigators seeking to uncover the full financial picture of a client or opposing party.

The 1040 Handbook: A Guide to Income and Asset Discovery 8th Edition Jack Zuckerman ISBN 9781639050604, 978-1639050604 & 9781639050611

Authors
Jack Zuckerman
Ron E Thompson

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