CalTax Team

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.

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Robert Gutierrez - President and Chief Executive Officer

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 August 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 Advisory Board for the Franchise Tax Board. He has completed extensive research on California tax policy, including property taxes, how taxes and fees are applied under Proposition 26, and legislative spending priorities. He assisted in the publishing of 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.

David

David Kline - Vice President of Communications and Research

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.

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Peter

Peter Blocker - Director of Policy

Peter is the Director 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.

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Therese

Therese Twomey - Director of State Tax Affairs

Therese joined CalTax in August 2011. As Director of State Tax Affairs, she represents the association before state tax agencies and the Legislature, and works with CalTax leadership to develop policy strategies. She has led broad-based coalitions of trade associations, labor unions, businesses and non-profit organizations to advance good economic and tax policies. From 2006 to 2011, she was the principal consultant for the California Senate Governance and Finance Committee, which has primary jurisdiction of tax and revenue matters. Therese also served as a senior budget analyst for the California Department of Finance from 1994 to 1999. Her combined policy and fiscal expertise earned her "the highest commendation...and gold standard" recognition from the California State Senate.

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Dustin

Dustin Weatherby - Policy and Communications Associate

Dustin joined CalTax in January 2017. He tracks and analyzes legislation relating to tax policy, and writes for CalTax publications. Prior to joining CalTax, Dustin worked at a political campaign firm and a political fundraising firm where he analyzed issues and approaches to advance measures and candidates. Dustin, who was raised on his family's generational ranch in Calaveras County, holds a degree in political science from the University of California at Santa Barbara.

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Ben

Ben Lee - Tax Counsel

Ben joined CalTax in November 2018. He tracks and analyzes tax-related litigation, and writes for CalTax Publications. Prior to joining CalTax, Ben worked at Valero Energy Corporation as a legal intern, where he compiled legal research and drafted memoranda. He has also previously worked as a staff accountant for Coaster Company of America, where 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, where he also earned a tax law certificate.

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Annie

Annie Lor - Publications and Website Specialist

Annie is the Publications and Website Specialist at CalTax. She joined CalTax in May 2018 as the Administrative Assistant. 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 Obipso.

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Chloe

Chloe Bowman - Policy Assistant

Chloe joined CalTax in January 2019 as a Policy Assistant. Prior to joining CalTax, Chloe worked for a political campaign firm and on a campaign as a field representative. Chloe is a graduate of Gonzaga University, where she earned a bachelor’s degree in political science with a minor in general business.

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Barry Weissman - Technical Tax Consultant

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, Atlantic Richfield Company and Chevron Corporation. 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. Barry holds a law degree from Pepperdine University.

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David R. Doerr - Chief Tax Consultant

Since 1987, Dave has served as CalTax's Chief Tax Consultant, analyzing tax policies and reporting on tax issues. In 1988, he founded the CalTaxletter, a publication that keeps CalTax members informed about key tax legislation, court cases, elections, regulatory activity and more. 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. Dave's book, 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.

 

 

For more information on becoming a member, please e-mail CalTax@caltax.org or call (916) 441-0490.