The Due Diligence Project™ Podcast

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The Due Diligence Project™ Podcast

The Due Diligence Project™ Podcast

24 episodes

3 weeks ago

In this episode of The Due Diligence Project podcast, founder Alex Sonkin interviews elite CPA Jeremy Lederer about his journey from recognizing the inefficiencies in tax dollars to becoming a leading tax strategist. Jeremy shares how he transformed his practice to focus on legally eliminating taxes for seven and eight-figure entrepreneurs, and discusses his new book "The Zero Tax Strategy." Key Topics Covered: Career Journey: Jeremy's path from witnessing his entrepreneur father's tax strug...

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Entrepreneurship,

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In this episode of The Due Diligence Project podcast, founder Alex Sonkin interviews elite CPA Jeremy Lederer about his journey from recognizing the inefficiencies in tax dollars to becoming a leading tax strategist. Jeremy shares how he transformed his practice to focus on legally eliminating taxes for seven and eight-figure entrepreneurs, and discusses his new book "The Zero Tax Strategy." Key Topics Covered: Career Journey: Jeremy's path from witnessing his entrepreneur father's tax strug...

Show more...

Entrepreneurship,

Episodes (20/24)

The Due Diligence Project™ Podcast

From Tax Preparer to Elite Tax Strategist - Jeremy Lederer

In this episode of The Due Diligence Project podcast, founder Alex Sonkin interviews elite CPA Jeremy Lederer about his journey from recognizing the inefficiencies in tax dollars to becoming a leading tax strategist. Jeremy shares how he transformed his practice to focus on legally eliminating taxes for seven and eight-figure entrepreneurs, and discusses his new book "The Zero Tax Strategy." Key Topics Covered: Career Journey: Jeremy's path from witnessing his entrepreneur father's tax strug...

2 months ago

23 minutes

The Due Diligence Project™ Podcast

023: Creating Exceptional Client Value and ROI - Eric Aragon

Episode Summary: In this revealing interview, Due Diligence Project founder Alex Sonkin speaks with elite CPA Eric Aragon about his journey from Deloitte to running his own successful tax planning practice. Eric shares insights on how he transitioned from compliance work to high-value tax planning, saving clients tens of millions of dollars while maintaining a focus on risk management and due diligence. Key Topics Covered: Career Evolution: Eric's path from aspiring doctor to Deloitte profess...

6 months ago

24 minutes

The Due Diligence Project™ Podcast

022: The Art of Client Relationships and Business Exits - Laura Dohanes

Episode Summary: In this engaging interview, Due Diligence Project founder Alex Sonkin speaks with elite CPA Laura Dohanes about her journey and approach to tax planning. Laura shares insights from her extensive audit experience and how she helps clients navigate complex tax scenarios, particularly during business exits. She reveals how her firm generated over $11.3 million in tax savings for clients in 2023 alone. Key Topics Covered: Tax Planning Philosophy: How Laura developed a passion for...

7 months ago

42 minutes

The Due Diligence Project™ Podcast

021: Elite Tax Planning: Creating Extraordinary Client Value - Josh Dixon

Episode Summary: In this interview, Due Diligence Project founder Alex Sonkin speaks with CPA Josh Dixon about his journey from traditional tax preparation to high-value tax planning. Josh shares how he transformed his practice to focus on strategies that deliver significant tax savings to clients while improving his own work-life balance and revenue. Key Topics Covered: Career Evolution: Josh's path from aspiring stockbroker to owning a CPA firm and discovering his passion for proactive tax ...

7 months ago

23 minutes

The Due Diligence Project™ Podcast

020: Tax Strategy Secrets: The Due Diligence Project's State of the Union 2025

Episode Summary: In this March 2025 "State of the Union" address, Due Diligence Project founder Alex Sonkin joins host Paul G McManus to discuss the growth and achievements of their tax professional community. They explore how their network of 847 independent CPA firms collaborates to vet tax strategies for ultra-high-net-worth clients, delivering significant tax savings while maintaining compliance. Key Topics Covered: Community Growth: How the DDP has built a nationwide network of experienc...

7 months ago

38 minutes

The Due Diligence Project™ Podcast

019: Year in Review: A Look Back at 2022

The CPA community has thrived throughout this time due to their diversified portfolio and ability to bring value to businesses in all sectors of the economy. At Virtual Family Office Hub, we are proud to have supported hundreds of CPA firms and family offices around the country. We have helped them mitigate complex income tax situations involving high net worth individuals and CPAs. We are continuing to grow our CPA community by introducing resources such as experienced CPA firms, law firms a...

2 years ago

41 minutes

The Due Diligence Project™ Podcast

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

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on t...

4 years ago

46 minutes

The Due Diligence Project™ Podcast

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

Alex Sonkin founded the Due Diligence Project, the Virtual Family Office Hub, and originated the idea that sparked GoMacro. The Due Diligence Project is an open-source, global community of 500+ peer-selected CPA Firms, Law Firms, Family Offices, and Specialists who participate in a revolutionary vetting system to independently analyze, rate, rank, and make ongoing improvements to sophisticated tax strategies and world-class resources designed for the most discerning Tax Advisors and CPAs on t...

4 years ago

1 hour 8 minutes

The Due Diligence Project™ Podcast

016: The Largest Network of Family Offices in the World - Richard Wilson

Richard Wilson is the founder and head of the Family Office Club, the largest membership-based family office association with over 1,750 registered family office members and 25 live events per year. He helps implement performance-based family office solutions for $100M+ net worth families through his company Centimillionaire Advisors. What you will learn from this episode: How he got started with family offices and what led him to successWhat he enjoys most in terms of building his network&nb...

5 years ago

29 minutes

The Due Diligence Project™ Podcast

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

Matthew Fargo is an elite virtual family office, elite CPA firm out of Boulder, Colorado. They serve ultra-high net worth business owners. He specializes in providing assurance, tax and business advisory services to emerging growth, small and mid-sized businesses. What you will learn from this episode: How Matthew got started and how he became an elite CPAHow he gets clarity and confidence to complete his due diligence before bringing it to his biggest clientsHow he helps his business owner c...

5 years ago

26 minutes

The Due Diligence Project™ Podcast

014: An Innovative Approach to Helping Businesses During a Time of Crisis - Brian Kerrigan

Brian Kerrigan is an elite virtual family office professional, elite CPA with a tax focus serving ultra-high net worth business owners. He's also a specialist as part of The Due Diligence Project, Virtual Family Office hub. He has provided tax compliance and consulting services for large public and privately held companies throughout New England for more than 17 years. What you will learn from this episode: How Brian reminds his clients that there are great opportunities in a time of cr...

5 years ago

36 minutes

The Due Diligence Project™ Podcast

013: A Leader in Real Estate Development and Technology - Herman Cardenas

Herman Cardenas is an elite real estate developer and a very successful technology business owner that has sold companies to GE, Microsoft, and Clear One. Herman is investing in and applying his expertise to the development of real estate projects in and around Austin, Texas. His latest companies, IMPACT Developers and M Builders, specialize in the development and construction of mid-to-large multifamily and mixed-use projects and communities. What you will learn from this episode: How Herman...

5 years ago

36 minutes

The Due Diligence Project™ Podcast

012: 10 Principles of Revolutionary Due Diligence for Advanced Tax Planning

Learn more by going to https://duediligenceproject.com/

5 years ago

9 minutes

The Due Diligence Project™ Podcast

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

To learn more go to https://duediligenceproject.com/

5 years ago

7 minutes

The Due Diligence Project™ Podcast

010: The Value of Investment Due Diligence - Elliott Holland

Elliott Holland is a graduate from Harvard Business School. He is an elite professional that founded Guardian Due Diligence, a boutique firm that leads due diligence processes for family offices, investors and private equity firms. What you will learn from this episode: Why due diligence is even more important now during the Coronavirus crisisHow family offices handle due diligence and why they need someone like ElliottHow to navigate through this challenging time and get to a great spo...

5 years ago

38 minutes

The Due Diligence Project™ Podcast

009: Leading Expert in ESOP Valuation - Roy Farmer

Mr. Roy farmer, is the top ESOP specialist in the country, part of the virtual family office hub and part of the due diligence project. He serves elite, ultra-high net worth business owners and differentiates himself from his competition. Roy Farmer is also a Managing Director of BTA Inc. and has been actively involved in the financial industry since the mid ’70′s. What you will learn from this episode: Strength at the Starting Line: How being selective of your ESOP provider will maximize sav...

5 years ago

35 minutes

The Due Diligence Project™ Podcast

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

Valerie Colin is a senior tax shareholder with Gumbiner Savett Inc. in Santa Monica. She has over 30 years of experience in tax, accounting and business consulting. A former auditor turned tax practitioner, she helps her clients optimize their tax situations with an emphasis on recognizing income and deductions for tax purposes, maximizing available employment credits and other incentives. She mostly serves high net worth individuals as well as privately held companies and helps them with all...

5 years ago

19 minutes

The Due Diligence Project™ Podcast

007: Maximizing results and contributing to the community - Sherry Tolbert

Sherry Tolbert, President at The Tolbert VFO, is a Certified Virtual Family Office (VFO) Professional and CPA with 27+years of hands-on-experience helping business owners, entrepreneurs, and real estate investors rescue millions of dollars in unnecessary taxes. She helps affluent business owners significantly reduce their tax bill using the same strategies that Jeff Bezos and Mark Zuckerberg have access to via their Private Family Offices. What you will learn from this episode: What Sh...

5 years ago

19 minutes

The Due Diligence Project™ Podcast

006: Fresh approaches result in tax savings and business growth - Mike Jesowshek

Mike Jesowshek heads an elite virtual family office and is an elite CPA. He serves high net worth individuals and business owners around the country. Mike is a managing partner of JETRO and Associates. He works to help small business owners with accounting methods and taxes tailored to their businesses. Mike specializes in helping law firms, fitness studios, and general professional services such as marking companies, digital agencies, etc. His approach is fresh,...

5 years ago

24 minutes

The Due Diligence Project™ Podcast

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

Dale Spradling Ph.D., CPA, provides elite, virtual family office services. He worked in the IRS for 10 years, then in private practice and as a college professor. Dale currently works with ultra-wealthy business owners and families. He offers unique value to the Due Diligence Project. What you will learn from this episode: How Dale aims to zero out taxes if the client provides adequate informationHow going deep into tax regulations brings good resultsWhy clients with great wealth shoul...

5 years ago

33 minutes