EPISODE · Jun 9, 2023 · 29 MIN
How To Choose A Tax Planning Specialist With Alex Sonkin
from The Agent of Wealth · host Marc Bautis
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, The Due Diligence Project™ and is the host of The Due Diligence Project™ podcast.In this episode, you will learn:How The Due Diligence Project™ helps tax-focused CPAs.Why The Due Diligence Project™ community was formed.What a virtual family office is, and why The Virtual Family Office Hub™ was created.The complexity of the U.S. tax code.And more!Resources:Episode Transcript & Blog | duediligenceproject.com | [email protected] | The Due Diligence Project™ Book | The Due Diligence Project™ Podcast | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call
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In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Alex Sonkin, founder of The Due Diligence Project™ and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, The Due Diligence Project™ and is the host of The Due Diligence Project™ podcast. In this episode, you will learn: How The Due Diligence Project™ helps tax-focused CPAs.Why The Du...
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How To Choose A Tax Planning Specialist With Alex Sonkin
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