CalCPA experts are on hand to discuss everything from personal financial planning to corporate finance to cybersecurity—and almost every topic containing a financial element. The following is a sampling of topics our member experts can address.
To set up and interview, contact:
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 Government Agencies/Nonprofits
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
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