Discover how elite CPAs are winning and retaining high value clients by offering a virtual family office (VFO) experience supported by an army of virtual specialists and leading experts. Alex Sonkin, founder of The Due Diligence Project™ the 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.
- Understand how to offer a virtual family office (VFO) experience to your 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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Date & Time
Wednesday, May 27, 2020
2:00 PM EDT (see additional timezones)
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