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 and unique leaders with plenty of experience in tax audits and court cases. In addition, our network has ..read more

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 the planet. What you will learn from this episode: What were some of the highlights and topics he was ..read more

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 success What he enjoys most in terms of building his network  What three things he came up with that weren’t planned from the start How he has created a commun ..read more

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 CPA How he gets clarity and confidence to complete his due diligence before bringing it to his biggest clients How he helps his business owner clients or affluent families make key decisions  What are some of the wins he has helped his cli ..read more

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 crisis How he got started and why he chose this business How one of the key components to the due dilige ..read more

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 went from being a leader in technology to being a leader in real estate development How he got starte ..read more

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

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 crisis How family offices handle due diligence and why they need someone like Elliott How to navigate through this challenging time and get to a great spot How it’s important to consider what the company has done during the last downturn in order to thin ..read more

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 savings An Insider look at Utilizing TAX code Section 1042  Discover the 3 most important steps to E ..read more

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 their tax work, planning, and compliance. What you will learn from this episode: What experience Vale ..read more