Cheryl is a Tax Managing Director at CBIZ MHM, LLC and brings more than 35 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’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.
Cheryl has a B.A. in History and an M.B.A. in Accounting & Information Systems from the University of California, Los Angeles.