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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.

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.

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.

Krissy joined CalTax in June 2024 and serves as Office Manager and Assistant Bookkeeper. She previously owned and operated a small business and worked in the real estate industry coordinating transactions in Placer and Sacramento counties. Raised in Auburn, Krissy holds a bachelor’s degree from California State University, Fresno.

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.

Events

CalTax 99th Annual Meeting Reception

CalTax 99th Annual Meeting

March – Board of Directors Meeting

April – Executive Committee Conference Call

May – Executive Committee Meeting

June – Board of Directors Dinner

June – Board of Directors Meeting

August – Executive Committee Meeting

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Annie Lor

Peter Blocker

Robert Gutierrez

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Krissy Looney

Tobias Wolken

David Kline

Bart Baer

Joan Armenta-Roberts

Desiree Webb

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