Webinar Details
Course Description

Discover how elite CPAs are winning and retaining high value clients by offering a Virtual Family Office (VFO) experience supported by an army of highly-vetted specialists, leading experts, and tax attorneys.

Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office (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 and ultra-wealthy families.

Learning Objectives
  • Identify how to offer a virtual family office (VFO) experience to your clients.
Prerequisites
  • Understanding of tax planning for high net worth clients.
Who Should Attend

CPAs who want to learn how to win and retain high value clients by offering a Virtual Family Office (VFO) experience.

Advanced Preparation

None required.

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
  • 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
Thursday, May 11, 2023

1:00 PM EDT (see additional timezones)

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.

Sign Up For Our All-Access Pass:

Unlimited Access

12+ unique premium webinars each month and 580+ hours of on-demand self-study courses.

Save Time

CPE should be about learning, not wasting time searching all over for the right training.

Save Money

Complete your CPE requirements at one affordable price.

On-the-Go Learning

Learn at your own pace from your computer, tablet, or mobile device.

Our Courses

Encoursa

Our Partners

Support