Episode 69 - Alex Sonkin | Due Diligence Project

In this episode Brian enjoys a Rise IPA by Whalers Brewing Company while chatting with Alex Sonkin, founder of Due Diligence Project - a revolutionary platform of vetted resources that supports over 700 tax focused CPA firms and family offices around the country. The two discuss how sophisticated and meticulous tax planning really is, and how understanding the tax code is nearly impossible. Listen in on where the breakdown is between financial advisors, estate planning/tax attorneys and accountants that are working as one collaborative unit. One person should be the quarterback but who should it be? Listen to find out. HAPPY ½ HOUR DRINKS: Rise IPA by Whalers Brewing Company - Brian rates it a 4 out of of 5 : https://untappd.com/b/whalers-brewing-company-rise/1519133 Learn more about Alex: https://duediligenceproject.com/ https://www.linkedin.com/in/alexsonkin/ Learn more about Rivers Edge Advisors: riversedgeadvisors.com/ Connect with Brian Carney on Instagram @riversedgeadvisors_llc Connect with Brian on untappd.com - brcarney7 More episodes: happy-half-hour.com

Om Podcasten

Every entrepreneur understands the extreme highs and lows that come along with starting and owning a business. Join Financial Planner and Co-Owner of RiversEdge Advisors, Brian Carney, for a virtual (half) happy-hour as he and a guest pour a drink and get real about business ownership. You'll be entertained and educated as Brian interviews various entrepreneurs willing to dish out first-hand insight into the good, the bad, and the ugly of entrepreneurship.