Webinar Details
Course Description

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. 

Learning Objectives
  • Recognize how technology efficiently facilitates the selection of advanced tax strategies for high net worth clients
Prerequisites
  • 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

Advanced Preparation

None required.

Presenter Details
  • Alex Sonkin

    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

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    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
Wednesday, May 27, 2020

1:00 PM EDT (see additional timezones)

CPE
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