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Generate Retirement Ownership Through Long-Term Holding Act of 2005
Legislative Progress
Momentum (last 30 days)
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score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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0d open
vs 4,105 other S bills in the 109th — cohort avg 35d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (12)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2006 · year_end · Taxation/Internal Revenue Code
HR 196 - to amend the internal revenue code to allow individuals to defer recognition of reinvested capital gains distributions from regulated investment companies HR 2386/S 1112 - College 529 Invest in Education Savings for Tomorrow Act of 2005/College Invest Act of 2005 HR 2830/S 1783 - Pension Protection Act/Pension Security & Transparency Act HR 4 - Pension Protection Act 2006 HR 2121/S 1740 - Generating Retirement Ownership Through long-term Holdings (GROWTH)
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Retirement
H.R. 2830, Pension Protection Act, provisions relating to mutual fund industry. H.R. 2121, Generate Retirement Ownership Through Long-Term Holdng Act of 2005; S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005; Pension reform legislation, provisions relating to mutual fund industry;
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R. 5970 - Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6408 - To Amend the Internal Revenue Code of 1986 H.R. 6111 - Tax Relief and Health Care Act of 2006 S. 2020 - Tax Relief Act of 2005 S. 1125 - Expanding Charitable and Volunteer Opportunities Act S. 1780 - To amend the Internal Revenue Code of 1986 to provide incentives for charitable contributions by individuals and businesses, to improve the public disclosure of activities of exempt... S. 1740 - Generate Retirement Ownership Through Long-Term Holding Act of 2005 H.R. 4297 - To provide for reconciliation pursuant to section 201(b) of the concurrent resolution on the budget for fiscal year 2006 H.R. 3908 - Charitable Giving Act of 2005 H.R. 2121 - Generate Retirement Ownership Through Long-Term Holding Act of 2005
Client expense: Not reported · Firm income: $280,000
2006 · year_end · Taxation/Internal Revenue Code
H.R. 2121/S. 1740 Generating Retirement Ownsership Through Long-Term Holdings Act of 2005, provisions related to mutual fund capital gain distribution H.R. 5367/S. 2414 Simplification Through Additional Reporting Tax Act of 2006, provisions realted to cost basis reporting H.R. 3912 Flexible Retirement Security for Life Act of 2005, provisions related to annuities H.R. 6057 Indexing of Capital Gains H.R. 819/S. 381 Retirement Security for Life Act of 2005, provisions related to annuities H.R. 1956/S. 2721 Business Activity Tax Simplification Act, provisions related to physical presence standard
Client expense: $2,791,644 · Firm income: Not reported
2006 · year_end · Taxation/Internal Revenue Code
H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum
| Republican |
| PA |
| Saxby Chambliss | Republican | GA |
| Tim Johnson | Democratic | SD |
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,743,165 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2006 · year_end · Taxation/Internal Revenue Code
H.R. 809, H.R. 1162, H.R. 1163, H.R. 1508, H.R. 1960, H.R. 1961, H.R. 2106, H.R. 2830, H.R. 2994, H.R. 4297, S. 7, S. 219, S. 545, S. 546, S. 607, S. 1112, S. 1304, S. 1524, S. 1740, S. 2020
Client expense: $1,600,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Energy, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2006 · year_end · Financial Institutions/Investments/Securities
HR 2121 / S 1740 Capital Gains Tax Exclusion for Mutual Funds; PL 109-280 Pension Protection Act; PL 109-291 Credit Rating Agency Reform Legislation.
Client expense: $640,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R. 2121 and S. 1740, support H.R. 2830, provisions relating to investor advice and EGTRRA permanency, support
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
S.1740, Generate Retirement Ownership Through Long Term Holding Act of 2005, all sections Issues regarding mutual fund oversight and regulation H.R.2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005, all sections H.R.4297, Tax Increase Prevention and Reconciliation Act of 2005, all sections related to capital gains and dividend tax rates
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Financial Institutions/Investments/Securities
S.1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005, all sections Issues regarding mutual fund oversight and regulation H.R.2121, Generate Retirement Ownership through Long-Term Holding Act of 2005, all sections H.R.4297, Tax Increase Prevention and Reconciliation Act of 2005, all sections related to capital gains and dividend tax rates
Client expense: Not reported · Firm income: $120,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H.R. 2121 and S. 1740, support H.R. 2830, provisions relating to investor advice and EGTRRA permanency, support
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2006 · year_end · Taxation/Internal Revenue Code
H R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386 College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682 Long Term Care and Retirement Security Act of 2005 H.R. 3019 Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts incertain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2397, Aging with Respect and Dignity Act of 2005 S.2397 Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See addendum page.
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2006 · year_end · Taxation/Internal Revenue Code
H.R. 4297 – Tax Relief Extension Act of 2005 S. 2020 – Tax Relief Act of 2005 H.R. 2121 - Generate Retirement Ownership through Long-Term Holding Act of 2005 S. 1740 - Generate Retirement Ownership through Long-Term Holding Act of 2005
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2005 · year_end · Taxation/Internal Revenue Code
H.R. 809, H.R. 1162, H.R. 1163, H.R. 1508, H.R. 1960, H.R. 1961, H.R. 2106, H.R. 2830, H.R. 2994, H.R. 4297, S. 7, S. 219, S. 545, S. 546, S. 607, S. 1112, S. 1304, S. 1524, S. 1740 and S. 2020
Client expense: $2,020,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2005 · year_end · Financial Institutions/Investments/Securities
HR2121/S1740 capital gains tax exclusion for mutual funds; HR2830/S1783 pension protection and diversification legislation; HR1162/S546 retirement savings account; HR1163/S545 lifetime savings accounts; HR4297 extension of lower capital gains and dividend taxes.
Client expense: $880,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE