John Power is a CPA, Certified Tax Strategist, and President of Power Virtual Family Office. John serves ultra-high-net-worth clients around the country, delivering amazing benefits to them. He works mainly with the owners of closely held businesses.
What you will learn from this episode:
- How John’s firm was able to increase a client’s tax savings to $800,000 by using due diligence in research about IC-DISC
- How John’s focus on tax planning, versus just compliance, brings big benefits to his clients
- How John’s over 35 years of experience adds great value because of his increased understanding about how to mitigate taxes
- How by narrowing the focus of some services it allows John adequate time to be more proactive with his top clients
- How important it is to give clients a realistic idea of the pros and cons of any plan
Connect with John Powers at:
Learn more about The Due Diligence Project™ at:
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