The Due Diligence Project™ Podcast
The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.
Episodes
19 episodes
019: Year in Review: A Look Back at 2022
The CPA community has thrived throughout this time due to their diversified portfolio and ability to bring value to businesses in all sectors of the economy. At Virtual Family Office Hub, we are proud to have supported hundreds of CPA firms and...
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41:26
018: The Top Highlights Of The Due Diligence Project 2021 Summit
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...
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46:31
Getting Ahead Of The Curve With The Due Diligence Project - Alex Sonkin
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...
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1:08:55
016: The Largest Network of Family Offices in the World - Richard Wilson
Richard Wilson is the founder and head of the Family Office Club, the largest membership-based family office association with over 1,750 registered family office members and 25 live events per year. He helps implement performance-based family o...
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29:44
015: Creating Massive Value for High Net Worth Clients - Matthew Fargo
Matthew Fargo is an elite virtual family office, elite CPA firm out of Boulder, Colorado. They serve ultra-high net worth business owners. He specializes in providing assurance, tax and business advisory services to emerging growth, small and m...
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26:25
014: An Innovative Approach to Helping Businesses During a Time of Crisis - Brian Kerrigan
Brian Kerrigan is an elite virtual family office professional, elite CPA with a tax focus serving ultra-high net worth business owners. He's also a specialist as part of The Due Diligence Project, Virtual Family Office hub. He has provided tax ...
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36:49
013: A Leader in Real Estate Development and Technology - Herman Cardenas
Herman Cardenas is an elite real estate developer and a very successful technology business owner that has sold companies to GE, Microsoft, and Clear One. Herman is investing in and applying his expertise to the development of real estate proje...
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36:43
012: 10 Principles of Revolutionary Due Diligence for Advanced Tax Planning
Learn more by going to https://duediligenceproject.com/
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9:40
011: How A Virtual Family Office Stacks Up Against Other Family Office Structures
To learn more go to https://duediligenceproject.com/
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7:16
010: The Value of Investment Due Diligence - Elliott Holland
Elliott Holland is a graduate from Harvard Business School. He is an elite professional that founded Guardian Due Diligence, a boutique firm that leads due diligence processes for family offices, investors and private equity firms. ...
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38:09
009: Leading Expert in ESOP Valuation - Roy Farmer
Mr. Roy farmer, is the top ESOP specialist in the country, part of the virtual family office hub and part of the due diligence project. He serves elite, ultra-high net worth business owners and differentiates himself from his competition. Roy F...
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35:25
008: Valerie Colin, one of the most influential women in accounting
Valerie Colin is a senior tax shareholder with Gumbiner Savett Inc. in Santa Monica. She has over 30 years of experience in tax, accounting and business consulting. A former auditor turned tax practitioner, she helps her clients optimize their ...
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19:18
007: Maximizing results and contributing to the community - Sherry Tolbert
Sherry Tolbert, President at The Tolbert VFO, is a Certified Virtual Family Office (VFO) Professional and CPA with 27+years of hands-on-experience helping business owners, entrepreneurs, and real estate investors rescue millions of dollar...
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19:41
006: Fresh approaches result in tax savings and business growth - Mike Jesowshek
Mike Jesowshek heads an elite virtual family office and is an elite CPA. He serves high net worth individuals and business owners around the country. Mike is a managing partner of JETRO and Associates. He works to help small b...
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24:03
005: Top qualities for guiding a virtual family office - Dale Spradling
Dale Spradling Ph.D., CPA, provides elite, virtual family office services. He worked in the IRS for 10 years, then in private practice and as a college professor. Dale currently works with ultra-wealthy business owners and families. He offers u...
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33:21
004: The Benefits of Working with a Virtual Family Office - John Power
John Power is a CPA, Certified Tax Strategist, and President of Power Virtual Family Office. John serves ultra-high-net-worth clients around the country, delivering amazing benefits to them. He works mainly with the owners of closel...
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26:43
003: What Running A Highly Successful Virtual Family Office Looks Like - Bill Shenkin
Bill Shenkin is a CPAand CEO and President of CeFO, Inc, providing family office services for high net worth individuals. His office is located near Denver, CO. CeFO provides chief financial officer services including strategic bus...
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31:44
002: The Benefits of Setting Up A Captive Insurance Company - Wesley Sierk
Wesley Sierk is the President and Lead Strategist for Risk Management Advisors, Inc, and a Board Member of The Due Diligence Project™.Wesley is an expert in captive insurance design, implementation and management. He is a frequent speake...
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36:53