AB 276 California Assembly · 2009-2010 Regular Session

Professional fiduciaries: licensing.

Summary

Existing law requires a professional fiduciary, as defined, to be licensed by the Professional Fiduciaries Bureau within the Department of Consumer Affairs and prohibits a person from acting or holding himself or herself out as a professional fiduciary unless licensed. Existing law exempts from this requirement specified persons, including a certified public accountant acting within the scope of practice and a person enrolled as an agent to practice before the Internal Revenue Service acting within the scope of practice as specified in federal regulations. This bill would categorically exempt a licensed certified public accountant and an enrolled agent licensed by the United States Department of the Treasury from that requirement.

Bill status failed 1 of 4 stages cleared

Introduction

Feb 2009

Committee Review

Floor Vote

Governor

Introduced Feb 12, 2009 Last action Feb 2, 2010

Floor votes

How they voted

No floor votes recorded yet.

Full legislative history

Actions timeline

Total actions

Key actions

Committee

Amendments

May 28, 2009

Lower · Passed

In committee: Set, second hearing. Held under submission.

lower

May 6, 2009

Committee

In committee: Set, first hearing. Referred to APPR. suspense file.

lower

Apr 22, 2009

Lower · Passed

From committee: Do pass, and re-refer to Com. on APPR. Re-referred. (Ayes 11. Noes 0.) (April 21).

lower

Apr 14, 2009

Committee

Re-referred to Com. on B. & P.

lower

Apr 13, 2009

Introduced

From committee chair, with author's amendments: Amend, and re-refer to Com. on B. & P. Read second time and amended.

lower

Mar 9, 2009

Committee

Referred to Com. on B. & P.

lower

Feb 13, 2009

Lower · Passed

From printer. May be heard in committee March 15.

lower

1 primary · 0 co-sponsors