Estate Planning State Committee
Mission: To foster the high quality of services provided by members of CalCPA in the field of estate planning, through advocacy, education and the provision of resources to CalCPA members.
2023-24 Officers:
Chair: Robert Caplan, CPA
Vice Chair: Victor Shlionsky, CPA
Secretary: George Paulsen, CPA, PFS
Staff liaison: Karen Amestoy
CalCPA Committees
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- Nominations*
- Not-for-Profit
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*Membership to these committees is by invitation only.
