Valerie Colin is a senior tax shareholder with Gumbiner Savett Inc. in Santa Monica. She has over 30 years of experience in tax, accounting and business consulting. A former auditor turned tax practitioner, she helps her clients optimize their tax situations with an emphasis on recognizing income and deductions for tax purposes, maximizing available employment credits and other incentives. She mostly serves high net worth individuals as well as privately held companies and helps them with all their tax work, planning, and compliance.

What you will learn from this episode:

• What experience Valerie had early on that still influences how she does business today
• Why Valerie was named the most influential woman in accounting in 2019
• How Valerie effectively handles her client’s fears of approaching a CPA
• What kind of CPA Valerie is and what she is really passionate about
• How Valerie does due diligence differently from some of the bigger firms
• What are the benefits of being part of a community of other independent elite CPA firms and virtual family office leaders
• What are the main strategies virtual family office professionals use to save clients six-figures off their taxes
• How Valerie really feels about working as a trusted advisor for her long term clients

Connect with Valerie Colin:

LinkedIn: https://www.linkedin.com/in/valcolin/

Learn more about The Due Diligence Project™ at:

https://duediligenceproject.com/