10X THE QUALITY OF YOUR DUE DILIGENCE
[FOR SOPHISTICATED TAX PLANNING] IN 10X LESS TIME WITH 10X LESS RISK
THE DUE DILIGENCE PROJECT™
OPEN-SOURCE, GLOBAL COMMUNITY OF 500+ ELITE CPA FIRMS, LAW FIRMS, FAMILY OFFICES WHO PROVIDE INDEPENDENT RATINGS & RANKINGS THAT IDENTIFY
BEST-IN-CLASS (PEER-REVIEWED) RESOURCES™ AND STRATEGIES
(Highly Qualified Firms Only)
As a DDP Charter Member, you will receive:
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Ability to identify the highest-rated (lowest-risk) tax mitigation strategies (or combination) for a specific fact pattern from 150+ unique concepts.
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Ability to find the highest-rated specialist, law firm, or thought leader in a certain area of focus who has been independently vetted, and whose strategies are continually re-analyzed by new DDP Members and 3rd parties.
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Ability to submit your favorite resources or strategies to the DDP Community for independent peer-review and formal rating.
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Access to live (and recorded) world-class education from VIRTUAL (VFO) FAMILY OFFICE ACADEMY, including the DDP SUMMIT, and DDP (VIRTUAL) COMMUNITY GATHERINGS.
Without strategic leverage, completing Due Diligence on sophisticated tax strategies is often challenging, time consuming, and highly risky.
Because tax attorneys are legally not allowed to market their tax planning strategies publicly...
And because no tax professional actually knows how many pages there are in the constantly-changing US Tax Code...
This community was formed out of necessity!
The Due Diligence Project™ is an exclusive, OPEN-SOURCE COMMUNITY of leading independent firms that are revolutionizing the Multi-Dimensional Due Diligence Process™ for Sophisticated Tax Planning Strategies.
This elegant and innovative system eliminates risk, dramatically reduces the time and energy associated with due diligence, and generates bottom-line results that are 10X greater than Traditional CPA Firms and Family Offices.
Allowing you to spend more time helping your very best clients save even more in taxes, without 3rd party referral risk.
OUR MULTI-DIMENSIONAL (PEER-REVIEWED) DUE DILIGENCE PROCESS
The Due Diligence Project™ Membership Requirements:
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Active CPA License in "good standing" and/or a leadership position with a Single or Multi-Family Office
