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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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From Tax Preparer to Elite Tax Strategist - Jeremy Lederer
Friday, 29 August, 2025
In this episode of The Due Diligence Project podcast, founder Alex Sonkin interviews elite CPA Jeremy Lederer about his journey from recognizing the inefficiencies in tax dollars to becoming a leading tax strategist. Jeremy shares how he transformed his practice to focus on legally eliminating taxes for seven and eight-figure entrepreneurs, and discusses his new book "The Zero Tax Strategy."Key Topics Covered:Career Journey: Jeremy's path from witnessing his entrepreneur father's tax struggles to becoming an elite tax strategist, including his pivotal moment when a managing partner rejected his $100,000 tax-saving idea for a clientPractice Philosophy: The fundamental difference between tax preparers and tax strategists, and why reinvesting dollars in local communities multiplies value by 10x versus the 60% efficiency rate of federal tax dollarsDue Diligence Project Impact: How joining the DDP community of nearly 1,000 CPA firms transformed Jeremy's capabilities through peer review, collective expertise, and access to vetted strategiesThe Zero Tax Strategy Book: Jeremy's mission to share transformational tax planning strategies with entrepreneurs, evolving from a technical textbook to an accessible guide with stories and diagramsImplementation Focus: Why proper execution and documentation are critical for converting potential tax savings into realized savings while maintaining audit defense readinessFeatured Quotes:"Every dollar that goes into Washington DC, only 60 cents makes it out. They literally destroy dollars. Whereas a dollar reinvested in one's local community can multiply by 10." - Jeremy Lederer"There's a huge difference between a tax preparer and a tax strategist... that was the light bulb moment for me." - Jeremy Lederer"If you don't know how many pages are in the tax code, then you don't know how many strategies are in the tax code." - Alex Sonkin"Zero tax is possible, it's legal and implementation is the key." - Jeremy LedererResources Mentioned:The Zero Tax Strategy Book by Jeremy LedererXIT CPA (Jeremy's firm), visit www.xitcpa.com to learn more, or book a consultationThe Due Diligence Project SummitWebsite: www.duediligenceproject.comThis episode highlights how elite tax professionals can save entrepreneurs millions in taxes through proper strategy and implementation, while emphasizing the importance of working with experienced CPAs who have deep knowledge of the tax code and access to peer-reviewed strategies.
