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005: Top qualities for guiding a virtual family office - Dale Spradling
Manage episode 374878900 series 3504504
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Dale Spradling Ph.D., CPA, provides elite, virtual family office services. He worked in the IRS for 10 years, then in private practice and as a college professor. Dale currently works with ultra-wealthy business owners and families. He offers unique value to the Due Diligence Project.
What you will learn from this episode:
- How Dale aims to zero out taxes if the client provides adequate information
- How going deep into tax regulations brings good results
- Why clients with great wealth should assume they may be audited and avoid worrying about it
- Why Dale likes working as a CPA firm of one
- How he appreciates the VFO (Virtual Family Office) as a completely open-source
- How empathy in discussions can reveal a real need which may not have been expressed
- How Dale is upfront if he decides he can’t help someone
Connect with Dale Spradling:
LinkedIn: linkedin.com/in/dale-spradling-550abb3/
Email: dale.spradling@gmail.com
Learn more about The Due Diligence Project™ at:
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