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:

LinkedIn
Website

Learn more about The Due Diligence Project™ at:

Website