The Due Diligence Project Summit™ concludes with a round-table discussion featuring advanced tax planning strategies presented by The Due Diligence Project™ (DDP) founder Alex Sonkin, accompanied by DDP specialists and thought leaders. Alex will be joined by tax attorneys, CPAs, and family office leaders for an up-close look at the DDP’s peer-reviewed tax planning strategies, including charitable giving, captives, ESOPs, ESOTs, conservation easements, and energy tax credits. The panelists will explore the benefits and risks associated with these tax planning concepts, current knowledge of the IRS’ position on these topics, as well as new developments resulting from the CARES Act. Expect candid guidance from community experts as they discuss scenario planning in the current business climate.
- Identify advanced tax planning strategies
- Recognize the benefits and risks associated with various tax planning concepts
- Understand the impact of the CARES Act on tax planning
- A basic understanding of tax planning strategies
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
4:00 PM EDT (see additional timezones)
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Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
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