Webinar Details
Course Description
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 select DDP specialists and thought leaders.
Alex will be joined by industry-leading tax attorneys, CPAs, and family office specialists for an up-close look at the DDP's peer-reviewed tax planning strategies, including charitable giving, captives, ESOPs, cost segregation, conservation easements, and energy tax credits.
The panelists will explore the benefits and risks associated with these tax planning concepts and current knowledge of the IRS position on these topics. Expect candid guidance from community experts as they discuss scenario planning in the current business climate.
Learning Objectives
- Identify advanced tax planning strategies with highest risk-adjusted ROI.
- Recognize the benefits and risks associated with various tax planning concepts.
- How today’s IRS addresses various sophisticated tax mitigation strategies.
Prerequisites
- 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.
Advanced Preparation
None
Presenter Details
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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 featured in “The Top 100 Innovators & Entrepreneurs Magazine,” quoted in many 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... Read more
NASBA Sponsor
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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
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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
Advanced Tax Planning Strategies Roundtable Discussion
Sponsored by The Due Diligence Project
- May 7, 2025
- 3:00 PM EDT
- Credits: 2.00
FREE
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