The Due Diligence Project™
Revolutionize Your Tax Due Diligence: Faster, Safer, Peer-Reviewed Strategies for Sophisticated Tax Planning
THE DUE DILIGENCE PROJECT™
OPEN-SOURCE, GLOBAL COMMUNITY OF 500+ ELITE CPA FIRMS, LAW FIRMS, FAMILY OFFICES WHO PROVIDE INDEPENDENT RATINGS & RANKINGS THAT IDENTIFY
BEST-IN-CLASS (PEER-REVIEWED) RESOURCES™ AND STRATEGIES
(Highly Qualified Firms Only)
As a DDP Charter Member, you have access to:
- Top-rated tax mitigation strategies—150+ peer-reviewed concepts tailored to specific fact patterns
- Vetted experts and firms—the highest-rated specialists, law firms, and thought leaders, continually reviewed by DDP peers
- Community-driven insights—submit your own strategies for independent peer review and formal rating
- Ongoing education—live and recorded sessions from the Virtual Family Office Academy, DDP Summit, and community gatherings
The Challenge of Traditional Due Diligence
Without strategic leverage, completing due diligence on sophisticated tax strategies is:
- Time-consuming
- Risk-heavy
- Challenging to verify or compare
- Often siloed within one firm’s limited experience
Why?
- ⚖️ Tax attorneys are legally restricted from publicly marketing their strategies.
- 📚 The U.S. Tax Code is massive, always changing—and no single advisor can stay ahead of it alone.
That’s why The Due Diligence Project™ was created.
OUR MULTI-DIMENSIONAL (PEER-REVIEWED) DUE DILIGENCE PROCESS
The Due Diligence Project™ Membership Requirements:
- Active CPA License in “good standing” and/or a leadership position with a Single or Multi-Family Office