Podcast

Welcome to The Due Diligence Project Podcast, where you get a chance to explore the private thoughts of some of our country’s top CPAs, Family Office Leaders, and Tax Specialists.

We’ll uncover their insider secrets on how they are dominating their competition, vetting new ideas, and supercharging their due diligence process to deliver extraordinary client results.

018: The Top Highlights Of The Due Diligence Project 2021 Summit

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

015: Creating Massive Value for High Net Worth Clients – Matthew Fargo

012: Ten Principles of Revolutionary Due Diligence for Advanced Tax Planning

011: How A Virtual Family Office Stacks Up Against Other Family Office Structures

010: The Value of Investment Due Diligence – Elliott Holland

009: Leading Expert in ESOP Valuation – Roy Farmer

008: Valerie Colin, one of the most influential women in accounting

005: Top qualities for guiding a virtual family office – Dale Spradling

004: The Benefits of Working with a Virtual Family Office – John Power

002: The Benefits of Setting Up A Captive Insurance Company – Wesley Sierk

001: The CPA Firm Of The Future – Richard Muscio