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The Due Diligence Project PodcastAuthor: The Due Diligence Project Podcast
The Due Diligence Project is a unique, global community of 500 elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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023: Creating Exceptional Client Value and ROI - Eric Aragon
Sunday, 13 April, 2025
Episode Summary: In this revealing interview, Due Diligence Project founder Alex Sonkin speaks with elite CPA Eric Aragon about his journey from Deloitte to running his own successful tax planning practice. Eric shares insights on how he transitioned from compliance work to high-value tax planning, saving clients tens of millions of dollars while maintaining a focus on risk management and due diligence.Key Topics Covered:Career Evolution: Eric's path from aspiring doctor to Deloitte professional to independent tax planning specialistPlanning vs. Compliance: How shifting focus from tax preparation to proactive planning transformed Eric's practice and client relationshipsClient Value Creation: The exceptional ROI (10-20x) that strategic tax planning delivers compared to other financial servicesRisk Management: The importance of thorough due diligence in delivering tax savings without exposing clients to audit riskCommunity Approach: How the collective expertise of hundreds of tax professionals creates confidence in implementing sophisticated strategiesPractice Growth: Using tax planning as a differentiator to attract and retain high-value clientsBusiness Philosophy: Why focusing on client value first naturally leads to practice successFeatured Quotes: "We're in the tens of millions, maybe at least tens of millions of dollars. I can say that conservatively, without doing my audit, that we're in the tens of millions of dollars." - Eric Aragon"Create value first. The money will come later. It just comes up automatically." - Alex SonkinResources:https://duediligenceproject.com/This episode provides insights into how tax professionals can transition from compliance-focused work to high-value planning services that deliver exceptional ROI to clients while managing risk through collective expertise.
