2026 Retreat Agenda

ADFP 7^th Annual Virtual Retreat Agenda

Hidden Wealth in Plain Sight: Advanced Tax Analysis, Red Flag Detection, and Strategic Insight for Equitable Divorce

Thursday, October 22, 2026 11:00 AM - 6:00 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:00 AM - 1:00 PM	Session One: Hidden Wealth in Plain Sight: What Tax Returns Reveal About Assets & Structures	Denise French, ABV, CVA/MAFF, EA, CRPC, CDFA^® Stewart, Hurst, French & Dodson Forensics Samantha Garbis Goss, Attorney Stewart, Hurst, French & Dodson Forensics
1:00 PM - 1:30 PM	Break
1:30 PM - 2:00 PM	Session One Breakout Discussions	Facilitated by ADFP Directors
2:00 PM - 2:30 PM	Session One Breakout Conclusions	Denise French and Samantha Garbis Goss
2:30 PM - 4:30 PM	Session Two: Following the Money: Cash Flow, Distributions, and Shareholder Loans	Shelli Dodson, CPA Stewart, Hurst, French & Dodson Forensics Denise French, ABV, CVA/MAFF, EA, CRPC, CDFA^® Stewart, Hurst, French & Dodson Forensics
4:30 PM - 5:00 PM	Break
5:00 PM - 5:30 PM	Session Two Breakout Discussions	Facilitated by ADFP Directors
5:30 PM - 6:00 PM	Session Two Breakout Conclusions	Shelli Dodson and Denise French

Friday, October 23, 2026 11:00 AM - 5:30 PM Eastern Agenda is subject to change
TIME	SESSION	SPEAKER
11:00 AM - 12:30 PM	Session Three: Red Flags, Manipulation & Tax Strategy in Divorce Cases	Shelli Dodson, CPA Stewart, Hurst, French & Dodson Forensics Samantha Garbis Goss, Attorney Stewart, Hurst, French & Dodson Forensics
12:30 PM - 1:00 PM	Break
1:00 PM - 1:30 PM	Session Three Breakout Discussions	Facilitated by ADFP Directors
1:30 PM - 2:00 PM	Session Three Breakout Conclusions	Shelli Dodson and Samantha Garbis Goss
2:00 PM - 4:00 PM	Session Four: The AI Advantage: Strategies for Analyzing Tax Documents and Identifying Hidden Assets
4:30 PM - 5:00 PM	Break
5:00 PM - 5:30 PM	Session Four Breakout Discussions	Facilitated by ADFP Directors
5:30 PM - 6:00 PM	Session Four Breakout Conclusions