Mission: Assures the financial integrity of the California Society of CPAs. Develops policies and monitors investment of funds, recommends policy on budget process and financial information reports and asset management of CalCPA. This is a committee of the Council.
CalCPA Chair: Jillian N. Phan
CalCPA Education Foundation Chair : Scott Donnelly
Staff liaison: Natalie Quan
* Membership to this committee is by invitation only.
- Employee Benefit Plans
- Estate & Trust Planning
- Tax Sub-Committees: Federal and State
*Membership to these committees is by invitation only.