Annual Retreat
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 indepth exploration 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:
- Analysis of 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.
Why Attend ADFP 2026?
- Gain advanced, practical training tailored specifically to the unique challenges of divorce financial planning.
- Engage in interactive breakout sessions that foster meaningful connections with peers, industry experts, and experienced practitioners from across the country.
- Expand your professional network while exchanging ideas, strategies, and real-world insights with colleagues who understand your practice.
- Participate from anywhere and eliminate the time, cost, and logistical challenges associated with travel.
- Earn valuable CDFA® and CFP® continuing education credits while enhancing your expertise and professional value.
- Return to your practice with actionable strategies, fresh perspectives, and practical tools you can implement immediately.
Continuing Education
Continuing Education credit from IDFA and the CFP Board for the ADFP 7th Annual Virtual Retreat is pending. Attendees who fulfill all requirements will be eligible to earn both CDFA and CFP Continuing Education credit for attending the Annual Retreat.