The Due Diligence Project with Alex Sonkin

July 07, 2023

Alex Sonkin explained the Due Diligence Project, which is a peer review community of mostly CPA firms that helps mitigate the risk and time to complete due diligence on sophisticated tax structures. The Due Diligence Project serves CPA firms who are trying to differentiate themselves and serve clients with tax problems. They have created the largest independent peer review community of CPA firms in the country and conduct summits to bring the community together. Their clients are CPA firms who serve clients making half a million and up in net income. Kerry expressed some skepticism but agreed to give it a shot. Sonkin also discussed the Due Diligence Project Summit, which aims to help businesses and individuals mitigate taxes and costs through vetted tax planning resources and strategies.

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