CalTax has the most experienced tax policy and tax-lobbying staff in Sacramento. 在立法机构处理税收政策问题时, 税务机构, 地方政府, 在法庭上, 或者在全州范围的投票中, the CalTax policy team is an effective partner to CalTax members. 我们密切关注立法, 税务机构, 与地方政府税收政策商议, and coordinate with CalTax members and industry representatives to promote tax policy changes that would reduce the cost of doing business and encourage job growth in California – changes that would have a positive impact on CalTax members and the state economy.
罗伯是总统，也是CalTax的首席执行官, responsible for managing the staff and overall direction of the association. Rob于2009年加入加州税务，并担任州总监 & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob是特许经营税局咨询委员会的成员. 他完成了关于税收政策的广泛研究, 包括房产税, 根据26号提案如何应用税费, 以及各州的支出重点. 他协助出版了《十博网络平台》第二版 California’s Tax Machine: A History of Taxing and Spending in the Golden State. Rob holds a degree in political science from Westmont College in 圣芭芭拉分校.
点击 在这里 来阅读罗伯的简介 税收的笔记.
David was named 通讯和研究副总裁 in January 2010, 自2007年起担任通讯总监. 他回答媒体的提问, oversees research projects and production of CalTax publications, 并担任编辑 CalTaxletter. 1992年至2004年, 他在大都会新闻公司工作, 先是国会分社社长，后来是 高级频谱 newspaper, which received several journalism awards during his five-year tenure. 2004年至2007年, he was a principal consultant and chief speechwriter for the Assembly Minority Leader.
彼得是CalTax的政策副总裁. 自2011年以来，他一直在CalTax工作, first as a Policy Analyst and since 2015 as a registered lobbyist. 除了在国会代表加州税务, 他分析与税收政策有关的立法, 管理特殊项目. He also provides research 并为CalTax出版物撰稿. Peter’s research and writing covers a broad spectrum of state tax policy, 以及政府效率, 选举和地方税收问题. 他是圣地亚哥大学的毕业生.
Barry is a consultant to CalTax with more than 40 years of experience with California franchise tax dispute resolution and tax-planning issues. His experience including serving as senior state tax counsel for two Fortune 500 companies, 大西洋富田公司和雪佛龙公司. He also has served as a director in the National Washington Tax Service, as a California subject-matter expert at a Big Four accounting firm. He has successfully represented individuals and corporate clients in state tax appeals. 巴里拥有佩珀代因大学的法律学位.
Joan joined CalTax in February 2020 as a 技术税务顾问 with expertise helping taxpayers navigate California’s complicated sales and use tax laws. She has more than 25 years of sales and use tax experience, both in the private sector and through her work as a top advisor to State Board of Equalization Member Dean Andal, who chaired the BOE and successfully implemented reforms that promote efficiency and sound tax policy. Her extensive experience also includes more than 18 years with PwC and KPMG, 四大会计师事务所中的两家, and most recently running her own sales tax consulting business.
Ben于2018年11月加入CalTax. He tracks and analyzes tax-related litigation, and writes for CalTax Publications. 加入CalTax之前, Ben worked at Valero Energy Corporation w在这里 he compiled legal research and drafted memoranda. He has also previously worked as a staff accountant for Coaster Company of America, w在这里 he handled accounts payable and helped prepare various financial statements. Ben holds a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign and a law degree from the University of California at Davis School of Law, 他还在哪里拿到了税法证书.
自1987年以来, 戴夫曾担任CalTax的首席税务顾问, 分析税收政策并报告税收问题. In 1988, 他创办了加州税务局, a publication that keeps CalTax members informed about key tax legislation, 法庭案件, 选举, 监管活动等等. He previously served for 24 years as Chief Consultant for the Assembly Revenue and Taxation Committee and is widely recognized as the foremost expert on California’s Revenue and Taxation Code. 大卫的书, California’s Tax Machine: A History of Taxing and Spending in the Golden State (second edition published in 2008), is used as a reference work by the state’s policy makers and has been called “the bible on California taxes” by respected political columnist Dan Walters.
Lexey joined CalTax in January 2021 as a 会员资格及政策助理. In addition to working with CalTax members and on membership development, 她致力于政策和选举问题, including tracking statewide ballot measures and fundraising for CalTax’s ballot measure committee. 加入CalTax之前, she worked in media and communications for an elected official in New York City. Lexey, 谁在萨克拉门托长大, holds a bachelor’s degree in business administration with a double minor in economics and art from Wagner College.
托拜厄斯于2021年10月加入CalTax，担任立法助理, 分析立法, 准备有关立法事宜的白皮书, 参与研究, 并为CalTax出版物撰稿. He previously worked on several state and local campaigns and holds a bachelor’s degree in political science from the University of California, 圣芭芭拉分校.
Annie is the 刊物及网站专员 at CalTax. 她于2018年5月加入CalTax. Annie holds a bachelor’s degree in liberal arts and engineering studies with concentrations in computer graphics and publishing technology from California Polytechnic State University, 圣路易斯奥比斯波.
Desiree自2008年起担任CalTax的顾问. She specializes in nonprofit accounting and has had her own business for more than 30 years. Prior to working on her own, she worked as a certified public accountant for Ernst & Whinney in San Jose, California, and as the controller of a start-up in Menlo Park, California. She holds a degree in accounting from Santa Clara University.