Presenter details
  • Alex Sonkin
    Alex Sonkin

    Summit Speaker, Founder of 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 featured in “The Top 100 Innovators & Entrepreneurs Magazine,” quoted in many 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 career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).

Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

About The Due Diligence Project

The Due Diligence Project™ enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 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 Inflation Reduction Act of 2022?

•            New plan designs

•            New combination of ideas 

•            More work for the Due Diligence Project (DDP) Community!

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