BURLINGAME, CA / AGILITYPR.NEWS / April 07, 2021 / 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 a media interview, contact David Colgren, president and CEO of Colcomgroup. 

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