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Getting Ahead Of The Curve With The Due Diligence Project - Alex Sonkin

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Manage episode 374878888 series 3504504
Content provided by The Due Diligence Project™ Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Due Diligence Project™ Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

What you will learn from this episode:

  • What the future holds in terms of how successful business owners and families truly want to engage with their CPAs and their supporting team of specialists
  • Some of DDP’s biggest success stories from this past year - a newly minted BILLIONAIRE featured on the cover of Forbes magazine
  • When the next Due Diligence Project Summit will take place and what to expect
  • What unique value a VFO (Virtual Family Office) provides and understanding the difference between a virtual CFO, your local CPA, and a VFO.
  • What the entry-level is for someone who’s interested in working with the Due Diligence Project.

Connect with Alex Sonkin

LinkedIn

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 374878888 series 3504504
Content provided by The Due Diligence Project™ Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Due Diligence Project™ Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on the planet.

What you will learn from this episode:

  • What the future holds in terms of how successful business owners and families truly want to engage with their CPAs and their supporting team of specialists
  • Some of DDP’s biggest success stories from this past year - a newly minted BILLIONAIRE featured on the cover of Forbes magazine
  • When the next Due Diligence Project Summit will take place and what to expect
  • What unique value a VFO (Virtual Family Office) provides and understanding the difference between a virtual CFO, your local CPA, and a VFO.
  • What the entry-level is for someone who’s interested in working with the Due Diligence Project.

Connect with Alex Sonkin

LinkedIn

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/

  continue reading

23 episodes

All episodes

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