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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 720 EAST WISCONSIN AVENUE |
Address2 | |
City | MILWAUKEE |
State | WI |
Zip Code | 53202 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 29607-12
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6. House ID# 312960000
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TYPE OF REPORT | 8. Year | 2009 |
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: Michael L. Youngman, Vice President - Government Relations |
Date | 04/17/2009 |
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
See attachment.
CSP First Quarter Report 2009
H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy.
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. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
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. 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. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
FIN First Quarter Report 2009
H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy.
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. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
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. 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. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
INS First Quarter Report 2009
H.R. 1 American Recovery and Reinvestment Tax Act of 2009. Issue: Privacy.
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. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
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. 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. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
RET First Quarter Report 2009
H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse.
H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums.
H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery.
H.R. 1961 - Savings for American Families Future Act Issue: savers' credit
H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities
H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts.
H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure.
H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA.
H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies.
H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage.
H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications.
H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act)
H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications
H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC.
H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification.
S. 207 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. 391 Healthy Americans Act. Issue: private health insurance including LTC.
S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure
S. 434 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans.
S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing.
RET - First Quarter Report 2009 continued
S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities.
S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption.
S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA.
S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure.
S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans.
S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage.
S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment
TAX First Quarter Report 2009
H.R.251 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance.
H.R.768 : 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.CON.RES.85 : Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. Issue: Budgetary issues for upcoming fiscal years.
TRACKING
H.R.96 : 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 : 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 : 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 : To repeal the Federal estate and gift taxes. Issue: estate tax as it effects life insurance.
H.R.436 : 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 : 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 : To make the repeal of the estate tax permanent. Issue: estate tax as it effects life insurance.
S.CON.RES.13 Title: An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2010, revising the appropriate budgetary levels for fiscal year 2009, and setting forth the appropriate budgetary levels for fiscal years 2011 through 2014. Issue: estate tax as it effects life insurance.
S.722 : A bill 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.AMDT.873 to S.CON.RES.13 To create a deficit-neutral reserve fund for estate tax relief. Issue: estate tax as it effects life insurance.
S.AMDT.974 to S.CON.RES.13 To provide that no additional estate tax relief beyond that which is already assumed in this resolution, which protects over 99.7 percent of estates from the estate tax, shall be allowed under any deficit-neutral reserve fund unless an equal amount of aggregate tax relief is also provided to Americans earning less than $100,000 per year. Issue: estate tax as it effects life insurance.
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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 LBR
16. Specific lobbying issues
H.R. 1495 - Health Care Reform Act of 2009. Issue: health care reform.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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.
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21. Client new principal place of business (if different than line 20)
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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:
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
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FOREIGN ENTITIES
27. Add the following foreign entities:
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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 |