ADFP 7th Annual Virtual Retreat
Date/Time
10/22/2026 - 10/23/2026
11:00 AM - 6:00 PM Eastern
11:00 AM - 6:00 PM Eastern
Event Registration
Event Description
The ADFP 7th Annual Virtual Retreat, Hidden Wealth in Plain Sight: Advanced Tax Analysis, Red Flag Detection, and Strategic Insight for Equitable Divorce, is a premier educational event designed for CFPs®, CDFAs®, CPAs, attorneys, and divorce professionals who want to strengthen their ability to analyze complex financial matters through the lens of taxation.
This year's retreat offers an intensive deep dive into the use of personal and business tax returns as powerful tools for uncovering hidden wealth, identifying income streams, and evaluating financial representations in divorce matters. Participants will learn how to move beyond the numbers presented on financial statements and disclosures to uncover the financial realities reflected within tax filings.
The Annual Virtual Retreat provides an opportunity to step away from daily practice, collaborate with peers from across the country, and learn from leading experts in divorce financial planning, forensic accounting, taxation, and litigation support. The program will include interactive breakout sessions featuring guided discussion on the presentation topics allowing attendees to share perspectives and real-life examples, ask questions of fellow practitioners, and gain practical insights they can immediately apply in their practices.
Featured sessions will explore:
This year's retreat offers an intensive deep dive into the use of personal and business tax returns as powerful tools for uncovering hidden wealth, identifying income streams, and evaluating financial representations in divorce matters. Participants will learn how to move beyond the numbers presented on financial statements and disclosures to uncover the financial realities reflected within tax filings.
The Annual Virtual Retreat provides an opportunity to step away from daily practice, collaborate with peers from across the country, and learn from leading experts in divorce financial planning, forensic accounting, taxation, and litigation support. The program will include interactive breakout sessions featuring guided discussion on the presentation topics allowing attendees to share perspectives and real-life examples, ask questions of fellow practitioners, and gain practical insights they can immediately apply in their practices.
Featured sessions will explore:
- How to read and analyze individual and business tax returns in a divorce context
- Using tax returns to uncover assets, income sources, and financial information not disclosed elsewhere
- Identifying hidden assets and tracing wealth through tax return schedules and supporting documents
- Distinguishing earned income from distributions, shareholder draws, loans, and other forms of compensation
- Recognizing discrepancies between financial statements and tax filings
- Detecting red flags, financial manipulation, and potential concealment strategies
- Understanding the tax implications of settlement structures and property division
- Practical tips, tools, and methodologies used by tax and forensic experts in divorce litigation
Whether you are a financial professional, attorney, mediator, or collaborative practitioner, the ADFP Annual Retreat will provide advanced tax analysis techniques and investigative strategies to help you identify hidden wealth, evaluate financial claims, and achieve more equitable outcomes for your clients.
Location
This is a live virtual event
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| 10/22/2026 - 10/23/2026 |    |
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