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.
2022-23 Officers
Chair: Robert Caplan
Vice Chair: Diana Lewis
Secretary: Victor Shlionsky
Staff liaison: Emily Ku
*This is a state committee with corresponding chapter committees.
CalCPA Committees
A
B
D
- Distinguished Service Award*
- Diversity, Equity & Inclusion Commission
E
- Employee Benefit Plans
- Estate & Trust Planning*
F
G
- GAAC Sub Committee: California Municipal Accounting
- Government Relations
- Governmental Accounting and Auditing
M
N
- Nominations*
- Not-for-Profit
P
T
- Tax Sub-Committees: Federal and State
- Taxation
Y
*Membership to these committees is by invitation only.