FINANCE
LEGISLATIVE COMMITTEE MEMBERSHIP
STATE SENATE
Governance and Finance
Chair, 2015 to 2016
Member, 2015 to 2022​
Chair, Subcommittee of Governance and Finance,
Modernizing Government
2015 to 2016
California Educational Facilities Authority,
Insured Revenue Bonds ($22,040,000)
Bond Co-Counsel
1987
California Educational Facilities Authority
Insured Revenue Bonds ($33,865,000)
Bond Co-Counsel
1986
California Educational Facilities Authority
Insured Revenue Bonds ($68,500,000)
Bond Co-Counsel
1985
California Health Facilities Financing Authority
Floating Rate Weekly Demand Revenue Bonds
Bond Co-Counsel ($100,000,000)
1985
REVENUE BONDS
LEGISLATION
SB 728 (2021-2022) – Purchase of Density Bonus Units by Nonprofits
*Chaptered 9/28/2021*
This bill amends State Density Bonus law to ensure qualified nonprofit housing corporations are able to purchase for-sale units in an approved housing development project. This will preserve continued affordability of units intended for ownership by individuals or families of a certain income level.
SB 1007 (2017-2018) – Sales and Use Taxes: Exemption: Military and Veteran Medical Facilities
*Chaptered 9/26/2018*
This bill exempts from the state and local sales and use tax specified building materials and supplies used by a qualified nonprofit organization to construct a facility used to care for military veterans.
SB 63 (2019-2020) – Personal Income Tax Law: Exclusion: Student Loan Debt Forgiveness
*Chaptered 10/2/2019*
This bill excludes from gross income loan amounts discharged from a college when the borrower is unable to complete a program of study because a school closes or does something wrong.
SB 639 (2017-2018) – Property Taxation: Assessment: Electric Generation Facilities
*Chaptered 9/1/2017*
This bill clarifies that local assessment applies to specified renewable energy projects.
PUBLIC SERVICE
USC Keston Institute for Public Finance
& Infrastructure Policy
Sol Price School of Public Policy
Board of Councilors, Present
Fellow, 2005 - 2009
Los Angeles, California
2005 to 2009
District Securities Advisory Commission
State Treasurer’s Office
Vice Chairman
San Francisco, California
1984 to 1988
