CalTax Policy Team

CalTax has the most experienced tax policy and tax-lobbying staff in Sacramento. When working on tax policy problems 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 stop unnecessary tax policy changes that would increase the cost of doing business in California, and to support changes that would have a positive impact on CalTax members and the state economy.

Teresa Casazza - President and Chief Executive Officer

Teresa is the President and Chief Executive Officer of CalTax. Since January 2007, she has been managing the staff and the overall direction of the organization. Teresa joined CalTax in 2005 as Vice President and Legislative Director. Prior to joining CalTax, Teresa was the state and local tax manager for Price Waterhouse LLP in Sacramento. She also opened the first high-tech policy office in Sacramento for the American Electronics Association, serving as Vice President and Legislative Advocate. She is a certified public accountant with more than 25 years of state tax policy experience.

 

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 Spectrumnewspaper, 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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Robert Gutierrez - Director of State & Local Finance

Rob joined CalTax in August 2009, and currently serves as Director of State & Local Finance and Director of the California Tax Foundation, the nonprofit research organization founded by CalTax in 1980. Rob 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 also writes regularly for the CalTaxletter, and 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.

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Therese Twomey - Director of State Fiscal Policy

Therese joined CalTax in August 2011. As Director of State Fiscal Policy and a registered lobbyist, she represents the association before state tax agencies and the Legislature, and provides analysis of policy proposals. From 2006 to 2011, she was the principal consultant on revenue, taxation and public pension issues for the California Senate Minority Leader's Policy Office. From 1999 to 2006, she was the principal consultant on budget issues for the Senate Minority Leader's Fiscal Office, where she audited state expenditures and provided recommendations for reducing the state's deficit. Therese's experience also includes serving as a senior budget analyst for the California Department of Finance from 1994 to 1999.

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Peter Blocker - Legislative Advocate

Peter was named Legislative Advocate in January 2015, after serving since October 2011 as Policy Analyst. In addition to representing CalTax in the Capitol as a registered lobbyist, he analyzes legislation relating to tax policy, and manages special projects. He also provides research and writing for CalTax publications, including the Government Cost Savings Report and California Tax Facts, as well as weekly content for the CalTaxletter. 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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Dustin Weatherby - Research Analyst

Dustin joined CalTax in January 2017 as a research analyst. He tracks and analyzes legislation relating to tax policy, and writes for the CalTaxletter. 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 Lee - Law Clerk

Ben joined CalTax in November 2018 as a law clerk. He tracks and analyzes tax-related litigation, and writes for the CalTaxletter. 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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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.

 

 

To become a member, contact Christine Lupercio at Christine@caltax.org or contact her by phone at (916) 930-3104.