Successful Due Diligence on sophisticated tax planning concepts is challenging because of constantly changing legislation, limited time and limited access to leading specialists and experienced attorneys. Join Alex Sonkin, founder of The Due Diligence Project™ and the VFO Hub™, as he provides an overview of how to go beyond the traditional due diligence processes for tax planning strategies. You will learn how The Due Diligence Project (DDP) uses technology to organize peer-reviewed ratings and rankings of strategies from experienced, independent tax professionals around the world.
- Recognize how technology efficiently facilitates the selection of advanced tax strategies for high net worth clients
- Understanding of tax planning for high net worth clients
Who Should Attend
Qualified, Tax-Focused CPAs with multiple $1M+ AGI clients who enjoy learning the latest tax strategies in a fresh and highly-energizing format
- 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
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Wednesday, May 27, 2020
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