Topics CalCPA Experts Are Ready to Discuss With the Media

CalCPA experts are on hand to discuss with the media everything from personal financial planning to corporate finance to cybersecurity—and most every topic in between containing a financial element. The following is a sampling of topics our member experts can address. To set up an interview, contact David Colgren, president and CEO of Colcom Group Inc. 

Services CPAs Provide for Individuals:
  • Tax preparation
  • Personal Financial Planning 
  • Estate and Trust Planning 
  • Divorce
  • Retirement Planning 
  • Eldercare
  • Disaster Preparedness and Recovery
  • College Savings
  • Homeownership
  • Budgeting 
  • Funding of IRAs and Roth IRAs including Roth Conversions
  • Charitable Gifting Strategies
  • Professional Development/Education
Services CPAs Provide for Business:
  • Financial Reporting/ Understanding a Financial Statement 
  • CFO Services
  • Human Capital Management – Diversity, Equity and Inclusion
  • Environmental Reporting (ESG) Services
  • Forensic Accounting
  • Corporate Governance/Ethics
  • Risk Management 
  • IPO Advisory Services
  • Corporate Finance
  • Bank Financing 
  • Business Valuation
  • Cash Flow Management 
  • New Business Formation
  • Company audits, reviews and compilations
  • Supply Chain Oversight/Risk Review
  • Non- Profit Tax-Exempt Status and Reporting
  • Oversight of Company Internal Controls to Protect Companies from Employee Theft
  • Cybersecurity
  • Disaster Preparedness and Recovery
  • Bankruptcies 
  • E-Commerce
  • Bank Covenant Monitoring  
  • Accounting Software and Implementation
  • Exit Planning/ Succession Planning
  • Employee Accounting Education/Training/Professional Development 
Services CPAs Provide for Government Agencies/Non-Profits: 
  • Comprehensive Annual Financial Reports (CAFR) Preparation and Review
  • Government Performance Audits 
  • Single Audits (OMB Circular A-133 and new Uniform Guidance 
  • Internal Audits
  • Testifying Before a Legislative Committee on an Audit or on the Impact of Pending Tax Legislation
  • Investing White-Collar Crime
  • Performing Research and Analysis on Financial Management Issues
  • Independent Contractor Versus Employee Determinations
  • Tax-Exempt Bond Consulting
  • Third-Party Management Agreements and Sponsorship Planning
  • Public Financial Management 
  • Public Investment 
  • Financial and Compliance audits
  • Accounting IT Strategic Planning and Consulting
  • Public-Private Partnerships
  • Accounting Education/Ethics Training