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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 101 CONSTITUTION AVENUE, NW |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20001 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 2115-12
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6. House ID# 310260000
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TYPE OF REPORT | 8. Year | 2010 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: David Leifer, Senior Counsel |
Date | 04/19/2010 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code CSP
16. Specific lobbying issues
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust Claims.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 2221 - the "Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 2733/ S. 1389 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives.
H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson.
S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy.
S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy.
S.3217 - Title: A original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Issue: Regulatory Reform.
H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care.
H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies
H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI
S. 139 Title: the Data Breach Notification Act A bill to require Federal agencies, and persons engaged in interstate commerce, in possession of data containing sensitive personally identifiable information, to disclose any breach of such information. Issue: Data Security Breach.
H.R. 3506 Title: the Eliminate Privacy Notification Confusion Act A bill to amend the Gramm-Leach-Bliley Act to provide an exception from the continuing requirement for annual privacy notices for financial institutions which do not share personal information with affiliates, and for other purposes. Issue: Data Security Breach.
S. 3098 Title: the Protect Our Recovery Through Oversight of Proprietary Trading Act of 2010 A bill to prohibit proprietary trading and certain relationships with hedge funds and private equity funds, to address conflicts of interest with respect to certain securitizations, and for other purposes. Issue: Regulatory reform.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Maurice |
Perkins |
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Bradley |
Ballou |
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Julie |
Spiezio |
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Gary |
Hughes |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust Claims.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 2221 - the "Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 2733/ S. 1389 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives.
H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson.
S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy.
S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy.
H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care.
H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies
H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI
S. 139 Title: the Data Breach Notification Act A bill to require Federal agencies, and persons engaged in interstate commerce, in possession of data containing sensitive personally identifiable information, to disclose any breach of such information. Issue: Data Security Breach.
H.R. 3506 Title: the Eliminate Privacy Notification Confusion Act A bill to amend the Gramm-Leach-Bliley Act to provide an exception from the continuing requirement for annual privacy notices for financial institutions which do not share personal information with affiliates, and for other purposes. Issue: Data Security Breach.
S. 3098 Title: the Protect Our Recovery Through Oversight of Proprietary Trading Act of 2010 A bill to prohibit proprietary trading and certain relationships with hedge funds and private equity funds, to address conflicts of interest with respect to certain securitizations, and for other purposes. Issue: Regulatory reform.
S.3217 - Title: A original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Issue: Regulatory Reform.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Maurice |
Perkins |
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Bradley |
Ballou |
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Julie |
Spiezio |
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Gary |
Hughes |
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David |
Leifer |
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Gail |
Steinberg |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code INS
16. Specific lobbying issues
H.CON.RES. 89 - Supporting the goals and objectives of the Prague Conference on Holocaust Era Assets. Issue: Holocaust Claims.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 2221 - the "Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 2733/ S. 1389 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
S. 272 - the "Derivatives Trading Integrity Act of 2009" A bill to amend the Commodity Exchange Act to ensure that all agreements, contracts, and transactions with respect to commodities are carried out on a regulated exchange, and for other purposes. Issue: Derivatives.
H.R. 3596 the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: McCarran-Ferguson.
S. 1681 - the Health Insurance Industry Antitrust Enforcement Act of 2009 To ensure that health insurance issuers and medical malpractice insurance issuers cannot engage in price fixing, bid rigging, or market allocations to the detriment of competition and consumers. Issue: Privacy.
S. 1490 the Personal Data Privacy and Security Act of 2009 A bill to prevent and mitigate identity theft, to ensure privacy, to provide notice of security breaches, and to enhance criminal penalties, law enforcement assistance, and other protections against security breaches, fraudulent access, and misuse of personally identifiable information. Issue: Privacy.
H.R. 3763 a bill to amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses. Issue: Health Care.
H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies
H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI
S. 139 Title: the Data Breach Notification Act A bill to require Federal agencies, and persons engaged in interstate commerce, in possession of data containing sensitive personally identifiable information, to disclose any breach of such information. Issue: Data Security Breach.
H.R. 3506 Title: the Eliminate Privacy Notification Confusion Act A bill to amend the Gramm-Leach-Bliley Act to provide an exception from the continuing requirement for annual privacy notices for financial institutions which do not share personal information with affiliates, and for other purposes. Issue: Data Security Breach.
S. 3098 Title: the Protect Our Recovery Through Oversight of Proprietary Trading Act of 2010 A bill to prohibit proprietary trading and certain relationships with hedge funds and private equity funds, to address conflicts of interest with respect to certain securitizations, and for other purposes. Issue: Regulatory reform.
S.3217 - Title: A original bill to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. Issue: Regulatory Reform.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Maurice |
Perkins |
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Bradley |
Ballou |
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Julie |
Spiezio |
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Gary |
Hughes |
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Gail |
Steinberg |
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David |
Leifer |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code RET
16. Specific lobbying issues
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities.
H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities.
H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice.
H.R.1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure.
H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure
S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing.
H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse.
H.R. 1961 - Savings for American Families Future Act Issue: savers' credit
S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure
H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit.
H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure.
H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities.
S 702/ HR 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA.
S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care.
S. 1226: Long Term Care Insurance Integrity Act of 2009. Issue: Long Term Care.
S. 1636 Long Term Care Insurance Consumer Right-To-Know Act of 2009. Issue: Long Term Care consumer protections.
S. 1661/S. 906/H.R. 3551 Senior Investment Protection Act of 2009. Issue: Suitability in insurance product sales to seniors and the sale of annuities.
H.R. 2779 Defined Contribution Plan Fee Transparency Act of 2009. Issue: 401(k) Plan Fee Disclosure.
S. 2832 Lifetime Income Disclosure Act. Issue: Annuity illustration on benefit statements.
H. R. 4126 Retirement Fairness Act. Issue: Modification of 401(k) Plan Rules.
H. R. 4173 Wall Street Reform and Consumer Protection Act. Issue: Exclusion of retirement plans from CFPA and suitability in insurance product sales to seniors and sales of annuities.
H.R. 3590-The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within heath reform and Medicare tax on nonqualified annuity income.
H.R. 4872 Health Care and Education Reconciliation Act of 2010. Issue: LTC financing within health reform and unearned income tax.
H.R. 4626 - Health Insurance Industry Fair Competition Act. Issue: Amends the McCarran-Ferguson Act to apply to the business of health insurance.
H.R. 4742 - SAVE Act. Issue: simplifies SIMPLE IRAs and provides for voluntary Auto IRAs.
S._____ - Restoring American Financial Stability Act. Issue: incorporates Senior Investor Protection Act and provides for employer benefit plan carve out from CFPB.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Alane |
Dent |
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Gail |
Steinberg |
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Ben |
Brewster |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues.
Issue: tax implications on life insurance.
H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance.
H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: estate tax as it effects life insurance.
H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies
H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI
H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies
H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies
H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies
S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: estate tax as it effects life insurance.
S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: estate tax as it effects life insurance.
S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance.
S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies.
S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies.
S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies.
H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors.
TRACKING
H.R.96 - Title: To amend the Internal Revenue Code of 1986 to increase the maximum reduction in estate tax value for farmland and other special use property, to restore and increase the estate tax deduction for family-owned business interests, and for other purposes. Issue: estate tax as it effects life insurance.
H.R.99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: estate tax as it effects life insurance.
H.R.173 - Title: To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. Issue: estate tax as it effects life insurance.
H.R.205 - Title: To repeal the Federal estate and gift taxes. Issue: estate tax as it effects life insurance.
H.R.436 - Title: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. Issue: estate tax as it effects life insurance.
H.R.533 - Title: To make full estate tax repeal, small business expensing, and SECA tax deduction for health insurance permanent. Issue: estate tax as it effects life insurance.
H.R.1960 - Title: To make the repeal of the estate tax permanent. Issue: estate tax as it effects life insurance.
H.R.1986 - Title: To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax, increase the estate tax unified credit to an exclusion equivalent of $4,000,000, reduce the maximum estate tax rate to 40 percent, and for other purposes. Issue: estate tax
H.R.2023 - Title: To amend the Internal Revenue Code of 1986 to reform the estate and gift tax. Issue: estate tax as it effects life insurance.
H.R.2658 - Title: To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. Issue: estate tax as it effects life insurance.
Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Mo |
Goff |
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Ben |
Brewster |
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Dianne |
Sullivan |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
HR 496: a bill "To amend United States trade laws to eliminate foreign barriers to exports of United States goods and services, to restore rights under trade remedy laws, to strengthen enforcement of United States intellectual property rights and health and safety laws at United States borders, and for other purposes." Issue: trade provisions.
S. 1027: A bill to amend title VII of the Tariff Act of 1930 to clarify that fundamental exchange-rate misalignment by any foreign nation is actionable under United States countervailing and antidumping duty laws, and for other purposes. Issue: trade provisions.
H.R. 2378: To amend title VII of the Tariff Act of 1930 to clarify that fundamental exchange-rate misalignment by any foreign nation is actionable under United States countervailing and antidumping duty laws, and for other purposes. Issue: trade provisions.
S. 1254: A bill to provide for identification of misaligned currency, require action to correct the misalignment, and for other purposes. Issue: trade provisions.
H.R. 3012/ S. 2821: To require a review of existing trade agreements and renegotiation of existing trade agreements based on the review, to set terms for future trade agreements, to express the sense of the Congress that the role of Congress in trade policymaking should be strengthened, and for other purposes. [Issue: trade provisions.
HR 3192: To require the Secretary of Homeland Security, in consultation with the Secretary of State, to establish a program to issue Asia-Pacific Economic Cooperation Business Travel Cards, and for other purposes.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Frank |
Keating |
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Kimberly |
Dorgan |
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JC |
Scott |
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Dianne |
Sullivan |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
| ||||||||||||||
|
% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |