CalTax has the most experienced tax policy and tax-lobbying staff in Sacramento. When working on tax policy issues before the Legislature, the tax agencies, local governments, in court, or on statewide ballots, the CalTax policy team is an effective partner to CalTax members. We closely monitor legislative, tax agency, and local government tax policy deliberations, 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.
Rob is the President and Chief Executive Officer of CalTax, responsible for managing the staff and overall direction of the association. Rob joined CalTax in 2009, and served as Director of State & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob is a member of the Franchise Tax Board Advisory Board. He has completed extensive research on tax policy, including property taxes, how taxes and fees are applied under Proposition 26, and state spending priorities. He assisted in publishing the second edition of 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 Santa Barbara.
Click here to read a profile of Rob published by Tax Notes.
David was named Vice President of Communications and Research in January 2010, after serving since 2007 as Director of Communications. He fields media inquiries, oversees research projects and production of CalTax publications, and serves as editor of the CalTaxletter. From 1992 to 2004, he worked for the Metropolitan News Company, first as the Capitol bureau chief and later as editor of Senior Spectrum newspaper, which received several journalism awards during his five-year tenure. From 2004 to 2007, he was a principal consultant and chief speechwriter for the Assembly Minority Leader.
Peter is the Vice President of Policy at CalTax. He has been with CalTax since 2011, first as a Policy Analyst and since 2015 as a registered lobbyist. In addition to representing CalTax in the Capitol, he analyzes legislation relating to tax policy, and manages special projects. He also provides research and writing for CalTax publications. Peter’s research and writing covers a broad spectrum of state tax policy, as well as government efficiency, elections and local tax issues. He is a graduate of the University of San Diego.
Bart has served as CalTax’s Chief Tax Counsel since August 2022, after leading Deloitte Tax’s national California tax services practice group for more than 21 years. At Deloitte, Bart led a team of more than 20 attorney and accounting professionals who managed complex California income/franchise tax consulting and controversy matters for multistate and multinational corporations. He previously served as a partner with the law firm of Baker & McKenzie focusing on various California tax issues. He holds a degree in economics from the University of California at Davis, a law degree from the University of California Hastings College of Law, and a master of laws degree in taxation from the New York University School of Law.
Joan joined CalTax in February 2020 as a Sales Tax Consultant 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, two of the “Big Four” accounting firms, and most recently running her own sales tax consulting business.
Lexey joined CalTax in January 2021 and serves as Associate Director of Membership and Operations. In addition to working with CalTax members and on membership development, she assists with CalTax’s operational needs, and tracks statewide ballot measures and other election issues. Prior to joining CalTax, she worked in media and communications for an elected official in New York City. Lexey, who was raised in Sacramento, holds a bachelor’s degree in business administration with a double minor in economics and art from Wagner College.
Tobias joined CalTax in October 2021 as Legislative Aide, analyzing legislation, preparing white papers on legislative issues, participating in research, and writing for CalTax publications. He previously worked on several state and local campaigns and holds a bachelor’s degree in political science from the University of California, Santa Barbara.
Faith joined CalTax in September 2021 as a Legislative Intern, assisting with research and advocacy. In June 2022, she was promoted to Legal Assistant, monitoring court cases, participating in research, and writing for CalTax publications. She holds degrees in political science and communications from the University of California at Davis.
Annie is the Publications and Website Specialist at CalTax. She joined CalTax in May 2018. 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, San Luis Obispo.
Desiree has worked as a consultant with CalTax since 2008. 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.