Cheryl Calhoun brings more than 30 years of experience servicing high-net-worth families and individuals and their closely-held businesses in all aspects of financial management and taxation. Her expertise includes financial management and taxation of all aspects of filmed entertainment.

Cheryl also has extensive experience in taxation and governance of public charities and private foundations. She specializes in assisting not-for-profit organizations and charitable foundations, combining her talent for business and tax issues with her desire to contribute and support causes in the community.

Cheryl is a Co-Leader of CBIZ MHM’s Multi-Family Office (MFO) and Virtual Family Office (VO) Practices. She is an expert in working with high-net-worth families and their closely-held businesses; providing support with tax planning and preparation, expense administration and payment, record keeping, asset and investment management and protection, charitable contribution and foundation administration, cash flow planning and budgeting, estate/gift and nuptial planning, detailed financial reporting, and cybersecurity and risk management.

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Cheryl is Chair of the National Audit and Risk Oversight Committee at American Lung Association, Chair of the CA Chapter’s Finance Committee, Member of CBIZ Women’s Advantage, and Past National Board Member of Dress for Success Worldwide West.
 

Cheryl earned her M.B.A. in Accounting & Information Systems from University of California, Los Angeles and her B.A., History from University of California, Los Angeles.