The Due Diligence Project™ Podcast
By The Due Diligence Project™ Podcast
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Category: Investing
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Episodes: 24
Description
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.
| Episode | Date |
|---|---|
|
From Tax Preparer to Elite Tax Strategist - Jeremy Lederer
|
Aug 29, 2025 |
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023: Creating Exceptional Client Value and ROI - Eric Aragon
|
Apr 14, 2025 |
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022: The Art of Client Relationships and Business Exits - Laura Dohanes
|
Apr 07, 2025 |
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021: Elite Tax Planning: Creating Extraordinary Client Value - Josh Dixon
|
Mar 30, 2025 |
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020: Tax Strategy Secrets: The Due Diligence Project's State of the Union 2025
|
Mar 22, 2025 |
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019: Year in Review: A Look Back at 2022
|
Feb 06, 2023 |
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018: The Top Highlights Of The Due Diligence Project 2021 Summit
|
Jun 14, 2021 |
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Getting Ahead Of The Curve With The Due Diligence Project - Alex Sonkin
|
Feb 22, 2021 |
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016: The Largest Network of Family Offices in the World - Richard Wilson
|
Sep 21, 2020 |
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015: Creating Massive Value for High Net Worth Clients - Matthew Fargo
|
Jun 22, 2020 |
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014: An Innovative Approach to Helping Businesses During a Time of Crisis - Brian Kerrigan
|
May 25, 2020 |
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013: A Leader in Real Estate Development and Technology - Herman Cardenas
|
May 04, 2020 |
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012: 10 Principles of Revolutionary Due Diligence for Advanced Tax Planning
|
May 01, 2020 |
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011: How A Virtual Family Office Stacks Up Against Other Family Office Structures
|
Apr 29, 2020 |
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010: The Value of Investment Due Diligence - Elliott Holland
|
Apr 13, 2020 |
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009: Leading Expert in ESOP Valuation - Roy Farmer
|
Apr 06, 2020 |
|
008: Valerie Colin, one of the most influential women in accounting
|
Mar 30, 2020 |
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007: Maximizing results and contributing to the community - Sherry Tolbert
|
Mar 23, 2020 |
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006: Fresh approaches result in tax savings and business growth - Mike Jesowshek
|
Mar 16, 2020 |
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005: Top qualities for guiding a virtual family office - Dale Spradling
|
Mar 09, 2020 |
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004: The Benefits of Working with a Virtual Family Office - John Power
|
Mar 02, 2020 |
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003: What Running A Highly Successful Virtual Family Office Looks Like - Bill Shenkin
|
Feb 17, 2020 |
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002: The Benefits of Setting Up A Captive Insurance Company - Wesley Sierk
|
Feb 10, 2020 |
|
001: The CPA Firm Of The Future - Richard Muscio
|
Feb 03, 2020 |