2007 Executive Level Promotions and New Assignments
Geoffrey R. Way
Appointed to: CEA IV, Chief Counsel
August 2, 2007
Geoff has worked for the FTB since 1992, in a variety of technical and management assignments in the Legal Division, the Legislative Services Bureau, and the Administrative Services Division. Prior to joining the FTB, he was engaged in private practice in Sacramento for 10 years. His areas of expertise included business transactions, real estate, estate planning, and exempt organizations.
The Chief Counsel provides advice and counsel to the department with respect to the department's legislative program, forms review, contract and general counsel matters, as well as the department's non-tax programs. The Chief Counsel oversees the Legal Division attorneys who issue legal rulings and public notices and who are responsible for the department's regulation program.
Geoff has a Bachelor of Arts degree in History from Westmont College, a Master of Arts degree in Theology from Fuller Theological Seminary, and a Juris Doctor degree from the University of California, Hastings College of the Law.
Appointed to: CEA III, Accounts Receivable Management Division
August 1, 2007
Bill has worked for the FTB since 1996. He has held the position of bureau director of the Field and Complex Account Collection Bureau, the Revenue Recovery Services Bureau, and the Special Programs Bureau, to name a few.
Bill has a Bachelor of Science degree in Accounting from University of California, Sacramento, and has completed graduate level course work in Public Administration. Bill is a graduate of the California Leadership Institute.
Appointed to: CEA V, Multistate Tax Bureau
June 27, 2007
Ben has been an attorney for the FTB since May 1970, and has been Counsel, Multistate Tax Affairs since 1983. Ben is one of the national pioneers in the unitary method for taxing corporations. The National Conference of Commissioners on Uniform State Laws is proposing to study and rewrite the Uniform Division of Income for Tax Purposes Act (UDITPA). Ben will champion California's interest throughout this process.
Ben has been the department's spokesperson on the unitary method since 1976. He has participated in the presentation of five cases to the United States Supreme Court, most importantly Container Corporation of America v. FTB (1983) and Barclays Bank PLC v. FTB (1994).
Ben has a Bachelor of Science degree in Political Science from the University of California, Riverside, and a Juris Doctor from Stanford Law School.
Appointed to: CEA II, Director of Computing Resources Bureau
July 1, 2007
Carol has worked for the Franchise Tax Board since 2006. During that time, she has managed the Server Management Group in the Computing Resource Bureau. Prior to her being employed with the FTB, she worked as the CIO for the Department of Corrections in Washington. She has also worked for the California Department of Corrections, the Department of Rehabilitation, and for the Health & Welfare Data Center.
Carol is passionate about using IT to improve FTB's business and developing staff. She has led many successful efforts including the implementation of the IT Infrastructure Library.
Appointed to: CEA II, Director of the California Business Audit Bureau
April 1, 2007
Tom has more than 31 years of State civil service experience with the Franchise Tax Board. In addition to serving on the department's Customer Service Action Committee, Tom was the Audit Program Manager for the Multistate Audit Program for eight years and combined the field audit programs in Northern and Southern California. Prior to managing the statewide Audit program of Multistate corporate taxpayers, Tom was the Pass-Through Entity Audit Program Manager for four years and transitioned the Partnership program to include S-Corporation and other pass-through entity programs. In addition, Tom was the district manager in six field offices where he was responsible for the field Audit, Collection, Special Investigation, and Public Service programs.
Tom holds a Bachelor of Science Degree from California State University, Los Angeles, in Business Administration.
Appointed to: CEA II, Director of the Financial Management Bureau
April 1, 2007
Lisa has been with Franchise Tax Board for 26 years, joining the department as an auditor in 1980. Over the past 15 years, Lisa has held managerial assignments over Audit's technical resource programs, in the Legal Division's Settlement Bureau, and most recently, over the Audit Division's Administration, Budget, and Protest programs.
Lisa holds a Bachelor of Science Degree from California State University, Humboldt, in Business Administration with a concentration in Accounting and a Master's Degree in Taxation from Golden Gate University.
Appointed to: CEA II, Director of the Individual and Special Audit Bureau
April 1, 2007
Rafael has more than 24 years of State civil service experience with the Franchise Tax Board. During the past five years, he was the Audit Program Manager for the Personal Income Tax Audit Program. Prior to managing the statewide Audit program of individual taxpayers, Rafael was the Pass-Through Entity Audit Program Manager for four years. In addition, Rafael was the Professional Audit Support System (PASS) Project Manager responsible for automating the Audit case management system used by the Audit programs.
Rafael's experience includes district manager of the Sacramento and Stockton field offices where he was responsible for the field Audit, Collection, and Public Service programs for almost four years. Rafael also served as the Equal Employment Officer for two years.
Rafael holds a Bachelor of Arts Degree from California State University, Stanislaus, in Business Administration and completed the University of California Davis Executive Program.
Appointed to: CEA II, Director of the Audit Policy, Protest, and Administration Bureau
April 1, 2007
Marian has more than 19 years of State civil service experience with the Franchise Tax Board. During the past year, she was the Audit Program Manager for the C-Corporation Audit Program and Multistate Audit Central Office Section. Prior to managing two Audit programs, Marian spent six years as manager in the Multistate Technical Resource Section responsible for the technical review and legal support of field Audit cases. Prior to this assignment, she was a Protest supervisor for three years, Multistate Central Office Section supervisor for two years, and IT Coordination Team chair.
Marian's experience managing diverse Audit programs including the Technical Resource Section and Protest programs enables her to serve in this multi-disciplinary capacity. Marian is a Certified Public Accountant and holds a Bachelor of Science Degree from California State University, Sacramento, in Business Administration with a concentration in Accounting.
Appointed to: CEA II, Director of the Filing Compliance Bureau
March 1, 2007
Mark has more than 29 years of State civil service experience. He joined FTB in 1999 as the department's Budget Officer, and has served on various advisory committees and task forces. He is Chair of the Resources Allocation Action Committee, an active member of the Organizational Development Action Committee, and participated in the recently released Enterprise and Tax Gap Strategic Planning Teams.
Prior to FTB, Mark worked 22 years at the Department of Health Services, where he served as Budget Officer and in various other managerial positions in the Administration Division. He was also manager of the Case Development Section in the Audits and Investigations Division, where he worked on Medi-Cal fraud and abuse along with the State Controller's Office and the Office of the Attorney General.
Appointed to: CEA II, California Child Support Automation System Project (CCSAS)
January 1, 2007
Debbie has worked on CCSAS since September, 1999. As the project manager for the CCSAS Requirements Management Section, she successfully worked with local county users, Department of Child Support Services program/policy representatives, and business partner staff, to help ensure that the new system meets users' needs. Prior to coming to CCSAS, Debbie also worked on two prior Statewide Child Support Automation Projects. The experience, leadership, and expertise she has demonstrated in these assignments will serve her well in her new critical role as Technical Deputy Project Director.
Debbie holds a Bachelor of Science Degree from California State University, Sacramento, in Business Administration with a concentration in Management Information Systems.