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.
The Due Diligence Project™ Podcast
004: The Benefits of Working with a Virtual Family Office - John Power
•
The Due Diligence Project™ Podcast
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 closely held businesses.
What you will learn from this episode:
- How John’s firm was able to increase a client’s tax savings to $800,000 by using due diligence in research about IC-DISC
- How John’s focus on tax planning, versus just compliance, brings big benefits to his clients
- How John’s over 35 years of experience adds great value because of his increased understanding about how to mitigate taxes
- How by narrowing the focus of some services it allows John adequate time to be more proactive with his top clients
- How important it is to give clients a realistic idea of the pros and cons of any plan
Connect with John Powers at:
Learn more about The Due Diligence Project™ at: