Happy Half Hour with an Entrepreneur · 2023-08-24 · 35 min
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 : Learn more about Alex: Learn more about Rivers Edge Advisors: riversedgeadvisors.com/
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