The Due Diligence Project
(858) 381 - 0795
The Due Diligence Project™ enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 200 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.
Qualified members gain instant access to the community's independent Due Diligence Notes, Ratings, Rankings, and Opinion Letters on Cutting-Edge, Best-In-Class (Peer-Reviewed) Tax & Cost Mitigation Strategies™. These resources enable elite CPA firms to deliver significantly more value and multiply their 5&6 figure planning engagements, while eliminating 3rd Party Referral Risk.
They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are over 10X greater than traditional firms.
The Due Diligence Project (DDP) Summit is designed for elite, tax-focused CPA firms. Offered through the Virtual Family Office (VFO) Academy, which has successfully conducted more than forty (40) Advanced Tax Planning (CPE) Summits over the last decade, this event will re-energize you, while teaching you the unique skills and strategies that the top 0.01% of the CPA profession are using to win big and differentiate from traditional competitors.
What happens when you take the smartest tax specialist in the country and then have them analyze the new CARES Tax Act?
• New plan designs
• New combination of ideas
• More work for the Due Diligence Project (DDP) Community!
- Founder and CEO
- The Due Diligence Project
Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.
Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon. Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.
Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his care... Read more
- Co-Founder and CEO, More Clients More Fun
- The Due Diligence Project
Paul G. McManus is the Co-Founder & CEO of More Clients More Fun, a lead generation and content marketing agency, which has helped over 300+ CPAs, financial advisors, and business coaches since 2015. He is also the Host of The Million Dollar Producer Show™, where he discusses strategies to attract and convert high-net-worth clients.
Upcoming live webinars
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