Instructors Directory > Due Diligence Project
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Due Diligence Project
(858) 293-4717
www.duediligenceproject.com

The Due Diligence Project enables highly qualified CPAs to participate in a revolutionary, open-source, independent, peer-reviewed Due Diligence Community of over 500 Elite CPA Firms, Family Offices, and other Leading Specialty Firms.

Qualified members gain instant access to the community's independent Due Diligence notes, ratings, rankings, and opinion letters on cutting-edge, best-in-class (peer-reviewed) tax & cost mitigation strategies. Access to this community and resources enable elite CPA firms to deliver significantly more value and multiply their 5 & 6 figure planning engagements, while eliminating the risk and the time it takes to successfully complete their diligence.

They also earn a VFO Certification and achieve tremendous confidence to retain & attract more high-net-worth clients by delivering client results that are greater than traditional firms.

Archived Webinars

HEALTH INSURANCE: REVOLUTIONARY SOLUTION TO LOWER COSTS & ENHANCE QUALITY
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Recorded Date July 10, 2023  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
DELIVER A VIRTUAL FAMILY OFFICE EXPERIENCE FOR 5 FIGURE TAX PLANNING ENGAGEMENTS
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Recorded Date August 3, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
DELIVER A VIRTUAL FAMILY OFFICE EXPERIENCE TO RETAIN & ATTRACT 7 FIGURE CLIENTS
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Recorded Date January 29, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
DELIVERING A REVOLUTIONARY CPA EXPERIENCE TO AFFLUENT BUSINESS OWNERS
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Recorded Date August 25, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
THRIVE AS A CPA FIRM OF THE FUTURE
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Recorded Date April 28, 2016  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
OPERATE AS THE CPA FIRM OF THE FUTURE
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Recorded Date August 3, 2015  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Practice Management (Management Advisory Services)  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other     
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Richard Muscio, CPA

Due Diligence Project
Director of Leadership Training
rjm@fabcpas.com
(619) 818-6624

Professional Bio.

Linkedin
Alex Sonkin

Due Diligence Project
Founder, Due Diligence Project™ & Virtual Family Office Hub™
asonkin@vfohub.com
(858) 381-0795

Professional Bio.