))
005: Top qualities for guiding a virtual family office - Dale Spradling
Manage episode 374878900 series 3504504
Το περιεχόμενο παρέχεται από το The Due Diligence Project™ Podcast. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον The Due Diligence Project™ Podcast ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Dale Spradling Ph.D., CPA, provides elite, virtual family office services. He worked in the IRS for 10 years, then in private practice and as a college professor. Dale currently works with ultra-wealthy business owners and families. He offers unique value to the Due Diligence Project.
What you will learn from this episode:
- How Dale aims to zero out taxes if the client provides adequate information
- How going deep into tax regulations brings good results
- Why clients with great wealth should assume they may be audited and avoid worrying about it
- Why Dale likes working as a CPA firm of one
- How he appreciates the VFO (Virtual Family Office) as a completely open-source
- How empathy in discussions can reveal a real need which may not have been expressed
- How Dale is upfront if he decides he can’t help someone
Connect with Dale Spradling:
LinkedIn: linkedin.com/in/dale-spradling-550abb3/
Email: dale.spradling@gmail.com
Learn more about The Due Diligence Project™ at:
19 επεισόδια
Μοίρασέ το
