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™ (DDP), as he provides an overview of how to go beyond the traditional due diligence processes for tax planning strategies.
You will learn the inner workings of The Due Diligence Project's (DDP) elegant system that analyzes and organizes peer-reviewed ratings of strategies from experienced, independent opinions from tax professionals around the world.
Learning Objectives
- Recognize how the Due Diligence Project efficiently facilitates the selection of advanced tax strategies 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.
Presenter Details
-
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 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
-
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
-
Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- 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
Efficient Due Diligence for Sophisticated Tax Planning Concepts
Sponsored by More Clients More Fun
- May 11, 2023
- 12:00 PM EDT
- Credits: 1.00
FREE
All-Access Pass
Get a Full Year of Unlimited Training With One Purchase.
- 12+ Unique Premium Webinars Each Month
- 580+ CPE Hours of On-Demand Self-Study Content
- Track CPE Courses and Support in the Cloud
- Save an average of $500+ per year on CPE