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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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...
015: Creating Massive Value for High Net Worth Clients - Matthew Fargo
The Due Diligence Project™ Podcast
26 minutes
5 years ago
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...
The Due Diligence Project™ Podcast
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...
