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DELIVER A VIRTUAL FAMILY OFFICE EXPERIENCE FOR 5 FIGURE TAX PLANNING ENGAGEMENTS

This webinar is intended for Elite CPAs with a tax planning-planning focus - who want to bring the very best ideas to their TAX CLIENTS ($1+ Million of AGI) without third party referral risk. You want to attend if you are a CPA who wants to truly differentiate your firm from competitors while working with affluent business owners.
Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 3, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

According to CPA Trendlines, 36% of affluent business owners are ready to make a switch to a new CPA this year. They want a "better CPA Experience" – which over 95% of CPA firms are simply not delivering, because most CPAs are being stretched between too many deadlines, too much risk when doing things on their own, too many clients, and not enough leverage. The CPA profession is changing very quickly, and there is a better way. This course will show you how the most elite CPAs are changing their approach and easily winning 5+ figure engagements with affluent tax planning clients!

This course will illuminate you as to what today’s affluent tax clients (who are paying taxes on $1M of AGI or more) are looking for from their most trusted advisor, and exactly how CPAs are perfectly positioned to deliver this experience. This course will show you how to deliver a Virtual Family Office Experience using Best In Class Resources from around the world – without 3rd party referral risk.

You'll further learn how to retain and attract the affluent business owners and wealthy families who are looking for a superior CPA experience while creating more time for what's most important in your business and in your life.

Finally, this webinar will address how to access the most powerful network of specialists and resources for elite CPAs using a revolutionary system that eliminates third party referral risk.

In the last 5 minutes of this Webinar you will find out what it takes to be invited to a private, invitation-only community for elite CPAs – called the Virtual Family Office Hub, where leading CPAs get a chance to meet and learn from the most forward thinking specialists, tax attorneys, and leading resources who support the top CPA firms and family offices in the country.  Elite CPAs also have the opportunity to earn the coveted Virtual Family Office (VFO) Professional Certification – if they successfully complete the education and VFO Examination.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alex Sonkin

Due Diligence Project
Founder, Due Diligence Project™ & Virtual Family Office Hub™
[email protected]
(858) 381-0795

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Alex Sonkin is the founder of The Due Diligence (DDP) Project™ and The Virtual Family Office (VFO) Hub™.

Mr. Sonkin has authored a book, called “The Due Diligence Project™” and has been published in “Money Matters-Volume #2”, both available on Amazon.  Alex has been quoted in a number of articles regarding the evolution of the CPA industry published in “Accounting Today” and has been interviewed on popular radio programs, including “It’s Your Money and Your Life!” Alex also hosts The Due Diligence Project Podcast™.

Highly sought after, Mr. Sonkin has been invited to provide thought leadership throughout the United States, Canada, Germany, Switzerland, United Arab Emirates, and Norway. Mr. Sonkin began his career as a derivatives (options) trader and market maker as a member of the Chicago Board of Trade (CBOT), Chicago Mercantile Exchange (CME), and the Chicago Board of Options Exchange (CBOE).

Mr. Sonkin is a partner in San Diego Social Venture Partners, and actively supports a number of other charitable organizations around the country. Mr. Sonkin lives in San Diego with his wife Jola and their four children. Mr. Sonkin is a graduate of University of Michigan Business School, in Ann Arbor, where he received a Degree in Finance and the Branstrom Award, a prestigious designation assigned to the top 5% of each graduating class.

About Our Presenter

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The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.

Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.

They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.