Webinar Details
Course Description
Discover how elite CPAs are winning and retaining high value clients by offering a Virtual Family Office (VFO) experience supported by an army of highly-vetted specialists, leading experts, and tax attorneys.
Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office (VFO) Hub™, will share how to go beyond a local referral network and access a global network of thought leaders and peer-reviewed resources to meet the planning needs of successful business owners and ultra-wealthy families.
Learning Objectives
- Identify how to offer a virtual family office (VFO) experience to your clients.
Prerequisites
- Understanding of tax planning for high net worth clients.
Who Should Attend
CPAs who want to learn how to win and retain high value clients by offering a Virtual Family Office (VFO) experience.
Advanced Preparation
None required.
Presenter Details
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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... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Virtual Family Office (VFO) Best Practices
Sponsored by The Due Diligence Project
- May 7, 2025
- 1:00 PM EDT
- Credits: 1.00
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