Professional Activities
Founding Chair of the Estate Planning Committee (Statewide committee) for the California Society of CPAs (CalCPA).
Member of the Executive Board of Directors of the Estate & Gift Committee of the Taxation Section of the State Bar of California.
Chair and founding member of the Estate Planning Committee (one of the largest technical committees of CPAs in the US) for the Los Angeles Chapter of CalCPA.
Founding Chair of the Los Angeles Chapter of CalCPA's Mentoring and Internship Program, which he launched at Loyola Marymount University and has since expanded to CSU Los Angeles.
Advisory Board member and partner of Loyola Marymount University's Career Development Services (CDS).
Appointed Committee member for 2008 of the Group Insurance Trust of the California Society of CPAs (CalCPA).
Former member of the Board of Directors and former Vice-president of the Los Angeles Chapter of the California Society of CPAs (10,000 LA Chapter members).
Registered private trustee of the California Department of Justice.
Former member of the Council (Board of Directors, at that time) of the CalCPA (30,000 members).
Member of other professional committees of the Los Angeles Chapter of CalCPA including Taxation Committee (chair of the Estate Tax division) and Personal Financial Planning Committee (member of Steering Committee).
Member of American Institute of Certified Public Accountants (AICPA).
Member of AICPA Personal Financial Planning Division. |