Advisory board

The Advisory Board offers advice and support to our executive officer on various projects and programs we administer. The Advisory Board meets at least once a year and includes representatives from various organizations, industry, and academia.

Advisory board representatives

Member	Role	Organization
Karen Brosi	Certified Financial Planner, Enrolled Agent	Karen Brosi, EA, CFP
Joyce Cheng	Enrolled Agent, Advocacy & Governance Manager	California Society of Enrolled Agents (CSEA)
Isai Bismark Cortez	Attorney	Bismark Tax
Julissa de Gonzalez	Deputy Director of Legislation and External Affairs	Office of Tax Appeals (OTA)
Colin Grinnell	Chief Consultant	Senate Revenue and Taxation Committee
Robert Gutierrez	President and Chief Executive Officer	CalTax
Rebecca Hoffman	Governmental Liaison	Internal Revenue Service (IRS)
Chad Van Houten	Principal | Tax, Advisory/Valuations	California Society of Certified Public Accountants
Dani Kando-Kaiser	Principal	Kaiser Advocacy
Dan Kostenbauder	General Counsel and VP, Tax Policy	Silicon Valley Leadership Group
Dee Dee Myers	Senior Advisor and Director	Go-Biz
Renée Rodda	Senior Vice President of Tax and Accounting	Spidell
M. David Ruff	Chief Consultant	Assembly Committee on Revenue and Taxation
Terry Ryan	Senior Tax Director	Apple Inc.
Darien Shanske	Professor	UC Davis School of Law
Saba Shatara	Partner	Reed Smith, LLP
David Sullivan	Vice President, US Stakeholder Relations	Intuit Inc.
Karen De Vaney	Director at Large	California Tax Education Council (CTEC)
Marilyn A. Wethekam	Of Counsel	Council on State Taxation (COST)
Christy E. Woods	Partner Tax & Advisory	Duffy Kruspodin, LLP
Kathleen K. Wright	Director of State and Local Taxation Program	Golden Gate University