A Deliberative Poll for CA's Future :: Summer 2011

Expert panel: Taxation & Fiscal Policy


Deliberations about California’s tax and fiscal policies rounds out the What’s Next California Weekend.  This conversation will look at questions of who pays taxes today for what items and does the state have a efficient and effective way to meet its taxation responsibilities.  The panelists bring broad experience in California tax and fiscal issues to the Deliberative Poll:

Joel Fox operates Joel Fox Consulting, a public affairs/political consulting firm. He also currently serves as president of the Small Business Action Committee, founded in 2003 to battle for small business on important political issues.  Prior to starting his own firm in 1999, Fox worked for the Howard Jarvis Taxpayers Association, serving as the association’s president from 1986 to 1998. He is also an adjunct professor at the Graduate School of Public Policy at Pepperdine University.

Lenny Goldberg is Executive Director of the California Tax Reform Association (CTRA) and owner of Lenny Goldberg and Associates, a public interest consulting and lobbying firm.  On behalf of CTRA he has been involved with major tax issues in California for the past 25 years, in the legislature, at the Franchise Tax Board and Board of Equalization, and with many tax measures on the ballot. His lobbying firm has specialized in consumer, energy, privacy, housing and human services, on behalf of non-profits and public interest organizations, and he has been involved in California energy issues on behalf of consumers.

Mark Ibele is Principal Consultant on Taxation and Revenue with the California State Assembly, Committee on Budget. Prior to joining legislative staff in 2010, he was Staff Director of the Commission on the 21st Century Economy, established by the Governor's Office in 2010 to examine California's tax system and propose policy alternatives. Prior to his career with the State of California, Ibele held positions related to taxation and public finance at the U.S. Treasury Department, the Service Employees International Union, and in the investment banking field.

Annette Nellen, an attorney and CPA, is a professor in and director of San José State University’s Masters of Science in Taxation (MST) program. Prior to joining SJSU in 1990, Nellen was with Ernst & Young and the IRS. As a frequent speaker and author on tax policy and reform, Nellen has also testified before the California state legislature and Congress.

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