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To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee.
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vs 6,662 other HR bills in the 112th — cohort avg 39d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (4)
2012 · fourth_quarter · Taxation/Internal Revenue Code
HR 1151: EMERGENCY MORTGAGE RELIEF AND NEIGHBORHOOD STABILIZATION PROGRAMS COST RECOUPMENT ACT OF 2011; PROVISIONS RELATED TO THE TAXATION OF LIFE INSURANCE COMPANIES H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. HR 8, the Affordable Taxpayers Relief Act of 2012 provisions related to Roth conversion. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. FY 2013 PRESIDENTIAL BUDGET PROPOSAL AND TREASURY GREENBOOK; MODIFICATION OF DIVIDENDS-RECEIVED DEDUCTION FOR LIFE INSURANCE COMPANY SEPARATE ACCOUNTS - PROVISIONS RELATED TO TAXATION OF LIFE INSURANCE COMPANIES; EXPANSION OF PRO RATA INTEREST EXPENSE DISALLOWANCE FOR INTEREST UNRELATED CORPORATE-OWNED LIFE INSURANCE - PROVISIONS RELATED TO TAXATION OF THE BUSINESS USE OF LIFE INSURANCE; MODIFICATION OF RULES THAT APPLY TO SALES OF LIFE INSURANCE CONTRACTS - PROVISIONS RELATED TO COMPLIANCE BURDEN AND ACCURACY FOR LIFE INSURANCE COMPANIES H.R. 3313 and S. 1787: Wall Street Trading and Speculators Act. ISSUE: Taxation of Life Insurance Companies.
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Sources: Congress.gov
Client expense: $570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2012 · fourth_quarter · Taxation/Internal Revenue Code
Lobbying Congress on proposals related to both corporate and product taxation. Specifically, proposals regarding: life/non-life consolidated returns; Capital loss rule temporary relief; STOLI; Benefits of current tax treatment for life insurance and retirement products. Obama Administration's proposals on COLI and SA DRD (not yet in legislative form) HR 130 "Life Insurance Employee Notification Act" - Requires an employer to notify an employee in writing upon the purchase of Corporate-owned life insurance H Con Res 34 Establishing the budget of the United States Government - Sets forth the congressional budget for FY2012, including FY2013-FY2021 for - tax treatment of life insurance products S. 727 "Bipartisan Tax Fairness & Simplification Act of 2011" - Will amend the Internal revenue Code of 1986 for the tax treatment of life insurance products HR 12/ S. 1549/ S. 1660 -American Jobs Act of 2011 - harmful COLI, DRD, and tax provisions HR 2693/ S. 365/ S. 627- Budget Control Act of 2011 - raises debt ceiling, cuts deficit S. 166 "/HR 3729 -"The Good Samaritan Hunger Relief Tax Incentive Act" - Would expand the current tax deduction for businesses donating food to nonprofits and make it permanant HR 3157/ S. 1693 - "A bill to amend the Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates" Will amend Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates H Con. Res 101 - "Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement" - Expresses sense of the Congress regarding tax incentives for retirement savings S. 2048 - "A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes" - life settlement reporting H AMDT- 1001 to H. Con. Res. 112 - "Substitute amendment sought to utilize Simpson-Bowles recommendations for establishment of the budget for FY 2013 and to set forth the appropriate budgetary levels for FY 2014 through FY 2022" - to advocate use of Simpson-Bowles recommendations for Fy 2013 and beyond HR 658 - "FAA Modernization and Reform Act of 2012" compliance burden and accuracy for life insurance companies HR 1151- "Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011"- taxation of life insurance companies HR 2515 -"To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded fromthe gross income of the employee" taaxation of life insurance HR 3313/S 1787 -"Wall Street Trading and Speculators Tax Act"- taxation of life insurance companies HR 1864/S. 3485 - "Mobile Workforce State Income Tax Simplification Act of 2012" - witholding from multi state employees HR 4348 - "The Surface Transportation Act of 2012" - defined benefit funding relief, transfers for retires group life S. Con. Res. 62 - "Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement"- Expresses sense of the Congress regarding tax incentives for retirement savings
Client expense: $1,340,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
2012 · fourth_quarter · Taxation/Internal Revenue Code
See attachment. TAX Fourth Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S. 1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. AMDT.1825 to S. 1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
Client expense: $920,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2012 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: -Modify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies -Expand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance -Modify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies -Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
Client expense: $1,063,984 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2012 · third_quarter · Taxation/Internal Revenue Code
See attachment. TAX Third Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
Client expense: $1,160,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2012 · third_quarter · Taxation/Internal Revenue Code
HR 1151: EMERGENCY MORTGAGE RELIEF AND NEIGHBORHOOD STABILIZATION PROGRAMS COST RECOUPMENT ACT OF 2011; PROVISIONS RELATED TO THE TAXATION OF LIFE INSURANCE COMPANIES H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. FY 2013 PRESIDENTIAL BUDGET PROPOSAL AND TREASURY GREENBOOK; MODIFICATION OF DIVIDENDS-RECEIVED DEDUCTION FOR LIFE INSURANCE COMPANY SEPARATE ACCOUNTS - PROVISIONS RELATED TO TAXATION OF LIFE INSURANCE COMPANIES; EXPANSION OF PRO RATA INTEREST EXPENSE DISALLOWANCE FOR INTEREST UNRELATED CORPORATE-OWNED LIFE INSURANCE - PROVISIONS RELATED TO TAXATION OF THE BUSINESS USE OF LIFE INSURANCE; MODIFICATION OF RULES THAT APPLY TO SALES OF LIFE INSURANCE CONTRACTS - PROVISIONS RELATED TO COMPLIANCE BURDEN AND ACCURACY FOR LIFE INSURANCE COMPANIES H.R. 3313 and S. 1787: Wall Street Trading and Speculators Act. ISSUE: Taxation of Life Insurance Companies.
2012 · third_quarter · Taxation/Internal Revenue Code
Lobbying Congress on proposals related to both corporate and product taxation. Specifically, proposals regarding: life/non-life consolidated returns; Capital loss rule temporary relief; STOLI; Benefits of current tax treatment for life insurance and retirement products. Obama Administration's proposals on COLI and SA DRD (not yet in legislative form) HR 130 "Life Insurance Employee Notification Act" - Requires an employer to notify an employee in writing upon the purchase of Corporate-owned life insurance H Con Res 34 Establishing the budget of the United States Government - Sets forth the congressional budget for FY2012, including FY2013-FY2021 for - tax treatment of life insurance products S. 727 "Bipartisan Tax Fairness & Simplification Act of 2011" - Will amend the Internal revenue Code of 1986 for the tax treatment of life insurance products HR 12/ S. 1549/ S. 1660 -American Jobs Act of 2011 - harmful COLI, DRD, and tax provisions HR 2693/ S. 365/ S. 627- Budget Control Act of 2011 - raises debt ceiling, cuts deficit S. 166 "/HR 3729 -"The Good Samaritan Hunger Relief Tax Incentive Act" - Would expand the current tax deduction for businesses donating food to nonprofits and make it permanant HR 3157/ S. 1693 - "A bill to amend the Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates" Will amend Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates H Con. Res 101 - "Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement" - Expresses sense of the Congress regarding tax incentives for retirement savings S. 2048 - "A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes" - life settlement reporting H AMDT- 1001 to H. Con. Res. 112 - "Substitute amendment sought to utilize Simpson-Bowles recommendations for establishment of the budget for FY 2013 and to set forth the appropriate budgetary levels for FY 2014 through FY 2022" - to advocate use of Simpson-Bowles recommendations for Fy 2013 and beyond HR 658 - "FAA Modernization and Reform Act of 2012" compliance burden and accuracy for life insurance companies HR 1151- "Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011"- taxation of life insurance companies HR 2515 -"To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded fromthe gross income of the employee" taaxation of life insurance HR 3313/S 1787 -"Wall Street Trading and Speculators Tax Act"- taxation of life insurance companies HR 1864/S. 3485 - "Mobile Workforce State Income Tax Simplification Act of 2012" - witholding from multi state employees HR 4348 - "The Surface Transportation Act of 2012" - defined benefit funding relief, transfers for retires group life
2012 · third_quarter · Taxation/Internal Revenue Code
H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees.
2012 · second_quarter · Taxation/Internal Revenue Code
Lobbying Congress on proposals related to both corporate and product taxation. Specifically, proposals regarding: life/non-life consolidated returns; Capital loss rule temporary relief; STOLI; Benefits of current tax treatment for life insurance and retirement products. Obama Administration's proposals on COLI and SA DRD (not yet in legislative form) HR 130 "Life Insurance Employee Notification Act" - Requires an employer to notify an employee in writing upon the purchase of Corporate-owned life insurance H Con Res 34 Establishing the budget of the United States Government - Sets forth the congressional budget for FY2012, including FY2013-FY2021 for - tax treatment of life insurance products S. 727 "Bipartisan Tax Fairness & Simplification Act of 2011" - Will amend the Internal revenue Code of 1986 for the tax treatment of life insurance products HR 12/ S. 1549/ S. 1660 -American Jobs Act of 2011 - harmful COLI, DRD, and tax provisions HR 2693/ S. 365/ S. 627- Budget Control Act of 2011 - raises debt ceiling, cuts deficit S. 166 "/HR 3729 -"The Good Samaritan Hunger Relief Tax Incentive Act" - Would expand the current tax deduction for businesses donating food to nonprofits and make it permanant HR 3157/ S. 1693 - "A bill to amend the Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates" Will amend Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliates H Con. Res 101 - "Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement" - Expresses sense of the Congress regarding tax incentives for retirement savings S. 2048 - "A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes" - life settlement reporting H AMDT- 1001 to H. Con. Res. 112 - "Substitute amendment sought to utilize Simpson-Bowles recommendations for establishment of the budget for FY 2013 and to set forth the appropriate budgetary levels for FY 2014 through FY 2022" - to advocate use of Simpson-Bowles recommendations for Fy 2013 and beyond HR 658 - "FAA Modernization and Reform Act of 2012" compliance burden and accuracy for life insurance companies HR 1151- "Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011"- taxation of life insurance companies HR 2515 -"To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded fromthe gross income of the employee" taaxation of life insurance HR 3313/S 1787 -"Wall Street Trading and Speculators Tax Act"- taxation of life insurance companies HR 1864 - "Mobile Workforce State Income Tax Simplification Act of 2012" - witholding from multi state employees HR 4348 - "The Surface Transportation Act of 2012" - defined benefit funding relief, transfers for retires group life
2012 · second_quarter · Taxation/Internal Revenue Code
See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
2012 · second_quarter · Taxation/Internal Revenue Code
S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees.
2012 · second_quarter · Taxation/Internal Revenue Code
HR 1151: EMERGENCY MORTGAGE RELIEF AND NEIGHBORHOOD STABILIZATION PROGRAMS COST RECOUPMENT ACT OF 2011; PROVISIONS RELATED TO THE TAXATION OF LIFE INSURANCE COMPANIES H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. FY 2013 PRESIDENTIAL BUDGET PROPOSAL AND TREASURY GREENBOOK; MODIFICATION OF DIVIDENDS-RECEIVED DEDUCTION FOR LIFE INSURANCE COMPANY SEPARATE ACCOUNTS - PROVISIONS RELATED TO TAXATION OF LIFE INSURANCE COMPANIES; EXPANSION OF PRO RATA INTEREST EXPENSE DISALLOWANCE FOR INTEREST UNRELATED CORPORATE-OWNED LIFE INSURANCE - PROVISIONS RELATED TO TAXATION OF THE BUSINESS USE OF LIFE INSURANCE; MODIFICATION OF RULES THAT APPLY TO SALES OF LIFE INSURANCE CONTRACTS - PROVISIONS RELATED TO COMPLIANCE BURDEN AND ACCURACY FOR LIFE INSURANCE COMPANIES
Client expense: $360,000 · Firm income: Not reported
2012 · first_quarter · Taxation/Internal Revenue Code
See attachment. TAX First Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
2012 · first_quarter · Taxation/Internal Revenue Code
Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.
2011 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: Modify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies Expand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance Modify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance.
Client expense: $1,440,900 · Firm income: Not reported
2011 · third_quarter · Taxation/Internal Revenue Code
H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies.
Client expense: $1,471,400 · Firm income: Not reported
Client expense: $960,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $780,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
Client expense: $1,680,500 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $660,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
Client expense: $1,600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
Client expense: $1,529,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,020,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,469,200 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE