The Due Diligence Project™ Podcast

De: The Due Diligence Project™ Podcast
  • Resumen

  • The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.


    © 2024 The Due Diligence Project™ Podcast
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Episodios
  • 019: Year in Review: A Look Back at 2022
    Feb 6 2023

    The CPA community has thrived throughout this time due to their diversified portfolio and ability to bring value to businesses in all sectors of the economy. At Virtual Family Office Hub, we are proud to have supported hundreds of CPA firms and family offices around the country. We have helped them mitigate complex income tax situations involving high net worth individuals and CPAs.

    We are continuing to grow our CPA community by introducing resources such as experienced CPA firms, law firms and unique leaders with plenty of experience in tax audits and court cases. In addition, our network has been able to vet out strategies from the last 10-15 years which give us an edge when it comes to delivering a value proposition and ROI that other companies may not be able to offer.

    Overall, 2022 has proven itself to be a successful year for our network as we have worked with billionaire clients, millionaires, celebrities, NBA players and more – even though we may never speak directly with these clients. The CPAs in our community can further benefit from these relationships knowing that they are providing their clients with some of the highest quality services available on the market today. As we continue into 2023, we look forward to refining existing strategies while introducing new ones that promise even greater returns without compromising risk or cost efficiency!


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    41 m
  • 018: The Top Highlights Of The Due Diligence Project 2021 Summit
    Jun 14 2021

    Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

    What you will learn from this episode:

    • What were some of the highlights and topics he was most excited about for the Due Diligence Project Summit 2021.
    • What each of the four sessions was about and what the participants learned in each one.
    • What are the processes for someone that wants to become a resource for the Due Diligence Project.
    • How he created the ‘Amazon for Sophisticated Tax Planning’ and what got him there.
    • What opportunities he sees for the future due to this new virtual model.
    • What were some of the highlights of the roundtable discussion and what he was looking to accomplish.
    • How winning is important to him both professionally as well as on a personal level.
    • When the next DDP Summit is scheduled to take place.

    Connect with Alex Sonkin

    LinkedIn

    Learn more about The Due Diligence Project™ at:

    https://duediligenceproject.com/

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    47 m
  • Getting Ahead Of The Curve With The Due Diligence Project - Alex Sonkin
    Feb 22 2021

    Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

    What you will learn from this episode:

    • What the future holds in terms of how successful business owners and families truly want to engage with their CPAs and their supporting team of specialists
    • Some of DDP’s biggest success stories from this past year - a newly minted BILLIONAIRE featured on the cover of Forbes magazine
    • When the next Due Diligence Project Summit will take place and what to expect
    • What unique value a VFO (Virtual Family Office) provides and understanding the difference between a virtual CFO, your local CPA, and a VFO.
    • What the entry-level is for someone who’s interested in working with the Due Diligence Project.

    Connect with Alex Sonkin

    LinkedIn

    Learn more about The Due Diligence Project™ at:

    https://duediligenceproject.com/

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    1 h y 9 m

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