How To Choose A Tax Planning Specialist With Alex Sonkin

<p>In this episode of <a href='https://bautisfinancial.com/agent-of-wealth-podcast/'>The Agent of Wealth Podcast</a>, host <a href='https://bautisfinancial.com/marc-bautis/'>Marc Bautis</a> is joined by Alex Sonkin, founder of <a href='https://duediligenceproject.com/'>The Due Diligence Project™</a> and The Virtual Family Office Hub™, a platform of vetted resources that supports hundreds of leading tax-focused CPA firms and family offices around the country. Alex also authored a book, <a href='https://duediligenceproj.kartra.com/page/book'><em>The Due Diligence Project™</em></a> and is the host of <a href='https://duediligenceproject.com/podcast/'>The Due Diligence Project™ podcast</a>.</p><p>In this episode, you will learn:</p><ul><li>How The Due Diligence Project™ helps tax-focused CPAs.</li><li>Why The Due Diligence Project™ community was formed.</li><li>What a virtual family office is, and why The Virtual Family Office Hub™ was created.</li><li>​​The complexity of the U.S. tax code.</li><li>And more!</li></ul><p>Resources:<br/><a href='https://bautisfinancial.com/episode-159-how-to-choose-a-tax-planning-specialist-with-alex-sonkin/'>Episode Transcript &amp; Blog</a> | <a href='https://duediligenceproject.com/'>​​duediligenceproject.com</a> | ​​<a href='mailto:info@duediligenceproject.com'>info@duediligenceproject.com</a> | <a href='https://duediligenceproj.kartra.com/page/book'><em>The Due Diligence Project™</em> Book</a> | <a href='https://duediligenceproject.com/podcast/'>The Due Diligence Project™ Podcast</a> | <a href='https://bautisfinancial.com/'>Bautis Financial</a>: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000 | <a href='https://calendly.com/d/wyh6-s5jy/15-minute-introductory-meeting'>Schedule an Introductory Call</a></p>