The Due Diligence Project™ Podcast

The Due Diligence Project™ Podcast

Por: The Due Diligence Project™ Podcast
The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.
24 episodios disponibles

Latest episodes of the podcast The Due Diligence Project™ Podcast

From Tax Preparer to Elite Tax Strategist - Jeremy Lederer 29/08/2025
023: Creating Exceptional Client Value and ROI - Eric Aragon 13/04/2025
022: The Art of Client Relationships and Business Exits - Laura Dohanes 06/04/2025
021: Elite Tax Planning: Creating Extraordinary Client Value - Josh Dixon 30/03/2025
020: Tax Strategy Secrets: The Due Diligence Project's State of the Union 2025 22/03/2025
019: Year in Review: A Look Back at 2022 06/02/2023
018: The Top Highlights Of The Due Diligence Project 2021 Summit 14/06/2021
Getting Ahead Of The Curve With The Due Diligence Project - Alex Sonkin 22/02/2021
016: The Largest Network of Family Offices in the World - Richard Wilson 21/09/2020
015: Creating Massive Value for High Net Worth Clients - Matthew Fargo 22/06/2020
014: An Innovative Approach to Helping Businesses During a Time of Crisis - Brian Kerrigan 25/05/2020
013: A Leader in Real Estate Development and Technology - Herman Cardenas 04/05/2020
012: 10 Principles of Revolutionary Due Diligence for Advanced Tax Planning 01/05/2020
011: How A Virtual Family Office Stacks Up Against Other Family Office Structures 29/04/2020
010: The Value of Investment Due Diligence - Elliott Holland 13/04/2020
009: Leading Expert in ESOP Valuation - Roy Farmer 06/04/2020
008: Valerie Colin, one of the most influential women in accounting 30/03/2020
007: Maximizing results and contributing to the community - Sherry Tolbert 23/03/2020
006: Fresh approaches result in tax savings and business growth - Mike Jesowshek 16/03/2020
005: Top qualities for guiding a virtual family office - Dale Spradling 09/03/2020
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