Senior Policy Analyst
cdavis @ itep.org
Carl Davis joined ITEP as an Analyst in January 2008. He works on a wide range of issues related to both state and federal tax policy including tax incidence analysis, tax expenditure reporting, and gasoline tax policy. Since joining ITEP, Carl has used the Institute's Microsimulation Tax Model to perform tax incidence and revenue analyses for lawmakers and advocates in over twenty states, and has advised groups on tax policy issues in more than forty states. He is an author of Judging Tax Expenditures (2009), The ITEP Guide to Fair State & Local Taxes (2011), Building a Better Gas Tax (2011), and Who Pays: A Distributional Analysis of the Tax Systems in All 50 States (2009 and 2013 editions). Carl's work has appeared in such outlets as The New York Times, USA Today, and National Public Radio, and his writing on tax policy has been printed by The Wall Street Journal, The Washington Post, The Atlanta Journal-Constitution, The Sacramento Bee, and other major media outlets around the country.
Prior to joining ITEP, Carl worked as part of the State Economic Issues team at AARP. He holds Bachelors Degrees in both Economics and Political Science from Virginia Tech and a Masters in Public Policy from George Washington University. Carl is originally from Virginia and currently resides in Washington, D.C.
Midwest Regional Director
kelly @ itep.org
Since joining ITEP in 2003, Kelly Davis has authored numerous reports on tax policy throughout the midwest region and across the country, has testified before a variety of legislative committees, and has helped to coordinate grass roots efforts to stop short-sighted and regressive tax proposals from becoming law, most recently in the case of Missouri's so called "Fair Tax". Prior to joining ITEP, Kelly worked with the Washington Tax Fairness Coalition in Seattle, Washington and as East Coast Regional Director for Kidsave International, an organization dedicated to making sure children grow up in families. She holds degrees from American University, the University of Washington and the University of Missouri. She and her family reside in Whitewater, WI.
mattg @ itep.org
Matthew Gardner is the Executive Director of ITEP. His work focuses on state and local tax systems and their effect on low- and middle-income taxpayers. Mr. Gardner is an author of Who Pays: A Distributional Analysis of the Tax Systems in All 50 States (2003, 2009, and 2013 editions), and has authored a number of comprehensive studies of specific states' tax systems, including Achieving Adequacy: Tax Options for New York in the Wake of the CFE Case (2005), Tax Options for Arkansas: Funding Education After the Lake View Case (2003), Balancing Act: Tax Reform Options for Illinois (2002), and Choices for Iowa: Building a Better Tax System (1998).
Gardner is also the primary author of The ITEP Guide to Fair State and Local Taxes (2005 and 2011), a primer designed to teach lawmakers and advocates the fundamentals of state and local tax policy. Other studies by Mr. Gardner include Tax Simplification Options for Iowa (2003), A Plan for Progressive Tax Reform in Alabama (2000), Revenue-Raising Options for Louisiana (2000), and An Analysis of a Nevada Business Profits Tax (1999). Mr. Gardner has conducted tax analyses for state and local policymakers and advocates in over 45 states.
Mr. Gardner has degrees from the University of Maryland and the University of Rochester. He resides in Washington, D.C. and originally hails from Raleigh, North Carolina.
harley @ itep.org
Harley Heimovitz joined ITEP in late 2009 to update and expand ITEP's modeling capabilities. Previously, he consulted with federal agencies on cost and methodological issues, primarily for federal health care programs, including the National Institutes of Health, Centers for Medicare and Medicaid Services, Census Bureau, Housing and Urban Development, Dept. of Veteran Affairs, and Small Business Administration. Harley resides in Maryland and has a PhD (Public Policy) from the University of MD, Baltimore County, MS (Demography) from Florida State University, and BS (Mathematics) from Cleveland State University.
Robert McIntyre is the Director of ITEP. Since he began his career in tax reform in 1976, Bob has written hundreds of studies and articles on tax policy issues in publications like The Washington Post, The New York Times, The New Republic, and academic journals. He also frequently appears on television and radio programs, and is a contributing editor at The American Prospect, where he wrote a column, "The Taxonomist," from 2000 through 2006. Bob often advises government officials on tax policy, both informally and in testimony.
In the mid-1980s, Bob's detailed reports on corporate tax avoidance are credited with providing the spark for the bipartisan, loophole-closing Tax Reform Act of 1986. The Washington Post, for example, said that the studies represented a "key turning point" that "had the effect of touching a spark to kindling" (June 29, 1986) and "helped to raise public ire against corporate tax evaders" (July 18, 1986). Bob's most recent corporate tax study, Corporate Income Taxes in the Bush Years, was published in September 2004.
Bob has also been active in state and local tax debates around the country. He is a co-author of ITEP's definitive analysis of state and local taxes called Who Pays? A Distributional Analysis of the Tax Systems in All 50 States, now in its fourth edition (2013).
Profiles of Bob have appeared in The Wall Street Journal (May 2, 1985), Student Lawyer (Dec. 1985), National Journal (May 3, 1986), The National Law Journal (July 7, 1986), Smart Money (1995), The New York Times (May 21, 2001) (which called his analytical work "indispensable"), The Attleboro Sun (Sept. 27, 2004) and The Hill (Oct. 5, 2004).
A graduate of the University of Pennsylvania Law School (1975) and Providence College (1970) with an LL.M. from Georgetown University Law Center (1976), Bob is a member of the Massachusetts and D.C. Bars.
Bob and his wife Nancy, an artist, have two children, Molly, 29, and Jake, 25.
edmeyers @ itep.org
Ed Meyers has been responsible for ITEP's day-to-day operations since 1987. He is a United States Army veteran and served as an air traffic controller in Viet Nam. Ed and his wife, Carol, reside in Washington, D.C.
dave @ itep.org
Dave O'Donnell began work at Citizens for Tax Justice (CTJ) and the Institute on Taxation and Economic Policy (ITEP) in 2013. Prior to joining CTJ and ITEP he worked with political candidates and non-profit organizations to help establish successful fundraising and grassroots programs in 14 states and the District of Columbia. Dave is a graduate of Millersville University of Pennsylvania with a degree in Government and Public Affairs.
rphillips @ itep.org
Richard joined ITEP as an intern in the summer of 2010 and was promoted to the position of Research Analyst in the summer of 2011. He works on a wide range of federal and state tax policy issues, with a focus on corporate tax policy. He is a co-author of ITEP’s groundbreaking report “Corporate Taxpayers & Tax Dodgers, 2008-2010,” as well as Citizens for Tax Justice’s follow-up reports “Loopholes for Sale: Campaign Contributions by Corporate Tax Dodgers” and “Representation Without Taxation: Fortune 500 Companies that Spend Big on Lobbying and Avoid Taxes.” Richard also manages ITEP’s website and social media channels.
Prior to joining ITEP, Richard made his way through the progressive policy world as an intern at places like the Center for American Progress, Taxpayers for Common Sense, and Center on Budget and Policy Priorities. He holds Bachelors Degrees in both Political Science and Interdisciplinary Studies (Communications, Law, Economics, and Government) and a Masters Degree in Public Policy (with a focus in Public Financial Management) from American University. Richard hails from Frederick, MD and currently resides in Washington, DC.
alla @ itep.org
Since 2005, Alla has been the technical wizard behind the ITEP Microsimulation Tax Model, working to improve the functioning of the model in a variety of ways. From updating the model to include the latest tax data from the American Community Survey, to writing computer code that allows ITEP to evaluate the latest imaginative tax break enacted by lawmakers, Alla's programming expertise has been vital in allowing ITEP staff to complete accurate and timely analyses.
swamhoff @ itep.org
Steve splits his time as a Policy Analyst for ITEP and the Legislative Director of Citizens for Tax Justice. He has written reports analyzing proposals to cut or raise taxes for investors, alter the estate tax, close corporate tax loopholes, prevent offshore profit-shifting, and pay for health care reform and other initiatives. He has also written several reports analyzing the tax cuts already enacted under President George W. Bush and President Obama.
Before coming to ITEP and CTJ, Steve worked in the Social Security Administration's Office of Policy and at the Coalition on Human Needs. He has co-authored articles and reports on welfare reform in America and the South African child support system, and has authored several op-eds on federal tax issues. Steve received a JD and MPP from Georgetown University and a BA from New York University.
State Tax Policy Director
meg @ itep.org
Meg joined ITEP as the State Tax Policy Director in May 2010. Prior to joining ITEP, Meg worked at the North Carolina Budget and Tax Center where her research and advocacy was focused on the impact of state fiscal policy on low- and moderate-income North Carolinians. In 2007, Meg led a successful campaign in North Carolina to enact a state refundable Earned Income Tax Credit. She has worked closely with legislators, legislative staff and advocacy organizations to promote comprehensive and progressive tax reform in the state. Most recently, Meg co-coordinated North Carolina's budget and revenue coalition, Together NC, which influenced legislators' decision to raise revenue to address the state's budget crisis. Previously, she worked on a project to build a civic and cultural institution in Boston, Massachusetts and served as an AmeriCorps program director for Massachusetts Community Water Watch.
Meg holds a BA in Anthropology from the University of Virginia and a Masters in Public Administration from the Maxwell School at Syracuse University. She resides in Durham, NC.
Senior Counsel, Federal Tax Policy
rwilkins @ itep.org
Rebecca Wilkins joined ITEP in January 2009 where she focuses on all aspects of federal tax policy including corporate, individual, trust and estate, and international taxation. Prior to joining ITEP, she spent more than 20 years as a practicing CPA specializing in tax. Most recently Rebecca concentrated in individual and financial planning, including trusts and estates, but during her career she worked in almost every field of taxation, with a significant amount of experience in partnership, oil and gas, and employee benefit issues. During 11 years at the international accounting firm of KPMG, Rebecca spent 18 months in D.C. in the Legislative Services division of the National Tax Office, following legislative, regulatory, and judicial developments on tax issues and reporting them to the operating offices.
Rebecca has taught continuing professional education courses for many years and was an adjunct professor at the University of Denver Graduate Tax Program. Rebecca is a frequent speaker at industry and professional meetings and has presented at the College for Financial Planning annual meeting. She has written numerous articles and columns and co-authored the taxation curriculum for the Investment Management Consultants Association. She has a J.D. and a Masters in Taxation from the University of Denver.