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Legislative Progress
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vs 5,357 other S bills in the 117th — cohort avg 38d
Wall Street Tax Act of 2021 This bill imposes a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. The tax applies to the purchase of a security if (1) such purchase occurs on, or is subject to the rules of, a qualified board or exchange located in the United States; or (2) the purchaser or seller is a U.S. person. The tax applies to transactions with respect to a derivative if (1) the derivative is traded on, or is subject to the rules of, a qualified board or exchange located in the United States; or (2) any party with rights under the derivative is a U.S. person. The bill exempts from such tax (1) initial issues of securities; and (2) any note, bond, debenture, or other evidence of indebtedness which is traded on or is subject to the rules of, a qualified board or exchange located in the United States, and has a fixed maturity of not more than 100 days. The tax applies to transactions by a controlled foreign corporation and must be paid by its U.S. shareholders.
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Filing registrants (11)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2023 · second_quarter · Taxation/Internal Revenue Code
H.R. 328 / S.817 - Wall Street Tax Act of 2021 Wall Street Speculation Act
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · second_quarter · Taxation/Internal Revenue Code
H.R. 328 / S.817 - Wall Street Tax Act of 2021 Wall Street Speculation Act
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 2634 - the LIFT Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Client expense: $2,150,000 · Firm income: Not reported
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues relating to tax treatment of futures, securities, and commodities; Wall Street Tax Act of 2021 (HR 328/S 817), all provisions; Tax on Wall Street Speculation Act (HR 2735/S 1283), all provisions; Modernization of Derivatives Tax Act of 2021 (S 2621), all provisions; Issues relating to amending sec. 1091 of the tax code (or 26 USC 1091) related to wash sales.
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 5376 Inflation Reduction Act of 2022 - imposes an alternative minimum tax of 15% of the average annual adjusted financial statement income HR 9030/S 5017, Repealing the Ill-Conceived and Problematic (RIP) Book Minimum Tax Act - This Bill repeals the 15% alternative minimum tax on corporations enacted by the Inflation Reduction Act of 2022 HR 4675/S 5176 Disaster Mitigation and Tax Parity Act of 2022 - excludes from gross income for income tax purposes, any qualified catastrophe mitigation payment made under a state-based catastrophe loss mitigation program
| Democratic |
| NY |
| Sheldon Whitehouse | Democratic | RI |
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Client expense: $810,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 2634 - the LIFT Act; H.R. 5376 - Inflation Reduction Act.
Client expense: $920,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment of futures, securities, and commodities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions 4. Modernization of Derivatives Tax Act of 2021 (S 2621) a. All provisions
Client expense: $350,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 5376 Inflation Reduction Act of 2022 - imposes an alternative minimum tax of 15% of the average annual adjusted financial statement income
Client expense: $900,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Banking
Close the ILC Loophole Act H.R. 328 / S.817 - Wall Street Tax Act of 2021 H.R. XXXX -- the 21st Century Glass Steagall Act (not yet introduced in 117th) Bank capital rules (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 (Previously H.R. 2176 ) - Return to Prudent Banking Act of 2019 (Kaptur restore Glass-Steagall) Treasury/Federal Reserve liquidity facilities PWG Stablecoin Report PWG Stablecoin Report Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) Big Tech Crypto/Blockchain investments H.R. 5912, The Close the ILC Loophole Act Technologist letter to Congress, Exec Branch re: crypto regulation digital assets regulation digital assets regulation Central Bank Digital Currency Inflation Reduction Act Big Bank Oversight hearings (House and Senate) Credit Union Board Modernization Act (H.R.6889; Digital assets regulation Digital Commodities Consumer Protection Act (S. 4760) Digital assets regulation: general Digital assets regulation (stablecoins) Consumer Bankruptcy Reform Act
Client expense: $100,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Financial Institutions/Investments/Securities
H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Reg BI SEC fiduciary rule HR 2540 Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Treasury/Federal Reserve liquidity facilities (Previously S.2071/HR3623) Warren/Casten Climate Risk Disclosure Act FSOC and Racial Equity PWG Stablecoin Report PWG Stablecoin Report Stock buybacks legislation (Warren/Warner/etc) Executive compensation/procurement executive actions Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) SEC funding and riders in appropriations bills SEC nominations Stock buybacks regulation Technologist letter to Congress, Exec Branch re: crypto regulation Central Bank Digital Currency Inflation Reduction Act Oversight hearing for SEC SEC funds names and ESG disclosures rules Accountable Capitalism Act FTC/DOJ merger guidelines General SEC regulatory agenda Private Markets Transparency and Accountability Act Digital assets regulation Digital Commodities Consumer Protection Act (S. 4760) Digital assets regulation: general Digital assets regulation (stablecoins) Senate Climate Change Task Force (SEC Climate Disclosure Proposed Rule) Public Markets Revitalization Act Consumer Bankruptcy Reform Act
Client expense: $100,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Client expense: $1,860,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment on futures and securities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions 4. Modernization of Derivatives Tax Act of 2021 (S 2621) a. All provisions
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment
Client expense: $940,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; Tax Incentives to preserve interest deduction related to municipal bonds; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Client expense: $1,720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; Tax Incentives to preserve interest deduction related to municipal bonds; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Client expense: $1,720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · first_quarter · Financial Institutions/Investments/Securities
S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act
Client expense: $334,005 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
H.R. 328 - Wall Street Tax Act of 2021; entire bill H.R. 804 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill H.R. 1584 - Protect Retirement Savers and Everyday Investors Act; entire bill H.R. 5376 - The Build Back Better Act (BBBA); provisions relating to paid family medical leave, corporate, and individual and investment taxes S. 248 - Family and Medical Insurance Leave Act (FAMILY) Act; entire bill S. 817 - Wall Street Tax Act of 2021; entire bill S. 2452 - Encouraging Americans to Save Act; entire bill S. 2621 - Modernization of Derivatives Tax Act (MODA) of 2021; provisions relating to ordinary treatment of derivatives
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment on futures and securities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions 4. Modernization of Derivatives Tax Act of 2021 (S 2621) a. All provisions
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Financial Institutions/Investments/Securities
SPACs 13F form changes recommended to the SEC H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 HR 2540 Small Business Lending Fairness Act. Treasury/Federal Reserve liquidity facilities FSOC and Racial Equity PWG Stablecoin Report PWG Stablecoin Report Classifying AWS as a SIFMU Stock buybacks legislation (Warren/Warner/etc) Executive compensation executive actions H.R. 7231, the Electronic Currency and Secure Hardware (ECASH) Act Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) CFTC Noms CARES Act - Paycheck Protection Program "amendments to H.R. 4521, the America COMPETES Act"
Client expense: $150,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2022 · first_quarter · Banking
H.R. 4616 Adjustable Interest Rates (LIBOR) Act of 2021 Close the ILC Loophole Act H.R. 328 / S.817 - Wall Street Tax Act of 2021 H.R. XXXX -- the 21st Century Glass Steagall Act (not yet introduced in 116th) Bank capital rules (Previously H.R. 2176 ) - Return to Prudent Banking Act of 2019 (Kaptur restore Glass-Steagall) Treasury/Federal Reserve liquidity facilities Banking for All Act (previously S.3571 in 116th) PWG Stablecoin Report PWG Stablecoin Report Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) Big Tech Crypto/Blockchain investments H.R. 5912, The Close the ILC Loophole Act CARES Act - Paycheck Protection Program
Client expense: $150,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2022 · first_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Financial Institutions/Investments/Securities
S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act
Client expense: $368,568 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · fourth_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment on futures and securities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions 4. Modernization of Derivatives Tax Act of 2021 (S 2621) a. All provisions
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; S.1403 Move America Act of 2021
Client expense: $1,460,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · fourth_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; S.1403 Move America Act of 2021
Client expense: $1,460,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · fourth_quarter · Financial Institutions/Investments/Securities
SPACs 13F form changes recommended to the SEC H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Reg BI SEC fiduciary rule HR 2540 Small Business Lending Fairness Act. FSOC and Racial Equity PWG Stablecoin Report Classifying AWS as a SIFMU
Client expense: $134,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · fourth_quarter · Banking
The Climate Crisis Financial Stability Act H.R. 5253 - Fossil Free Finance Act H.R. 4616 Adjustable Interest Rates (LIBOR) Act of 2021 Close the ILC Loophole Act H.R. 328 / S.817 - Wall Street Tax Act of 2021 H.R. XXXX -- the 21st Century Glass Steagall Act (not yet introduced in 116th) Bank capital rules PWG Stablecoin Report H.R. 4777, the Nondebtor Release Prohibition Act of 2021
Client expense: $134,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2021 · fourth_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment
Client expense: $720,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), 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), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
2021 · second_quarter · Taxation/Internal Revenue Code
H.R.328 the Wall Street Tax Act of 2021; S.817 the Wall Street Tax Act of 2021; S.1283 Tax on Wall Street Speculation Act; H.R.2735 Tax on Wall Street Speculation Act; S.1005 the Modernization of Derivatives Tax Act of 2017.
Client expense: $190,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · first_quarter · Taxation/Internal Revenue Code
H.R.328 the Wall Street Tax Act of 2021; S.817 the Wall Street Tax Act of 2021; S.1587 Inclusive Prosperity Act of 2019; H.R.2923 Inclusive Prosperity Act of 2019; S.1005 the Modernization of Derivatives Tax Act of 2017.
Client expense: $170,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · third_quarter · Financial Institutions/Investments/Securities
S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act
Client expense: $398,667 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · third_quarter · Taxation/Internal Revenue Code
H.R. 328/S. 817, Wall Street Tax Act of 2021 H.R. 1381/S. 480, Main Street Tax Certainty Act of 2021 H.R. 1712/S. 617, Death Tax Repeal Act H.R. 1304, American Innovation and R&D Competitiveness Act of 2021 H.R. 2735/S. 1283, Tax on Wall Street Speculation Act H.R. 3007, Disclosure of Tax Havens and Offshoring Act H.R. 3425, Saving Gig Economy Taxpayers Act H.R. 3684, Infrastructure Investment and Jobs Act S. 749, American Innovation and Jobs Act S. 948, A bill to protect American small businesses, gig workers, and freelancers by repealing the burdensome American Rescue Plan Act of 2021 transactions reporting threshold S. 1274, Remote and Mobile Worker Relief Act of 2021 S. 1298, Clean Energy for America Act S. 2621, Modernization of Derivatives Tax Act of 2021 S. 2758, Stock Buyback Accountability Act of 2021 Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs; Tax Cuts and Jobs Act (P.L. 115-97), including implementation of, and follow up such as making individual rates and pass-through rates permanent; Internal Revenue Code Section 965/tax overpayments, and changes made to section 965 by the Tax Cuts and Jobs Act; foreign tax carryforwards transition; pension reform; conversion of future 401(k) or Individual Retirement Account (IRA) contributions to Roth accounts; 199A tax deduction; Internal Revenue Service controlled foreign corporation (CFC) look-thru rule; pending bilateral tax treaties before the U.S. Senate; potential for additional bilateral tax treaties; potential repeal of the State and Local Tax (SALT) cap; corporate tax filing deadline; digital services taxes; global anti-base erosion proposal (GloBE) under Pillar Two; general business tax credits; Memorandum for the Secretary of the Treasury deferring payroll tax obligations in light of the ongoing COVID-19 disaster; taxation of mobile and remote workers during the coronavirus pandemic; tax free paycheck protection program loan forgiveness; Paycheck Protection Program (PPP) tax deductibility; work opportunity tax credit; implementation of the American Rescue Plan Act (P.L. 117-2) including Section 9674 relating to 1099-K form reporting; IRS priority guidance plan; continuation of the stepped-up basis; potential corporate tax rate increase; continuation of the percentage depletion tax deduction; potential U.S. - Chile income tax treaty; remote notarization; proposal to repeal section 852(b)(6) of the Internal Revenue Code; proposal to increase the capital gains rate
Client expense: $16,360,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2021 · third_quarter · Financial Institutions/Investments/Securities
S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act
Client expense: $398,667 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · third_quarter · Taxation/Internal Revenue Code
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Client expense: $2,040,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2021 · third_quarter · Taxation/Internal Revenue Code
H.R. 328- Wall Street Tax Act of 2021 (DeFazio) H.R. 2954- Securing a Strong Retirement Act of 2021 (Neal) H.R. 3142- Tax Parity for US Mutual Funds Act (Davis) H.R. 5334- PRIA Act of 2021 (Himes) S. 817- Wall Street Tax Act of 2021 (Schatz) S. 1703- Improving Access to Retirement Savings Act (Grassley) S. 1730- Retirement Savings Lost and Found Act of 2021 (Warren) S. 1770- Retirement Security and Savings Act of 2021 (Cardin) S. 1870- Enhancing Emergency and Retirement Savings Act of 2021 (Lankford) S. 2387- Small Business Tax Fairness Act (Wyden) S. 2452- Encouraging Americans to Save Act (Wyden) S. 2621- Modernization of Derivatives Tax Act (Wyden) S. 2758- Stock Buyback Accountability Act of 2021 (Brown) S. 2870- PRIA Act of 2021 (Warner) Build Back Better Act IRC section 852(b)(6) Auto-IRA/Plan Requirement Limits on large IRA balances Capital gains and dividends taxation Financial account reporting Remote notarization for retirement plans Tax deferral of retirement contributions Tax exemption for municipal bond interest Reinstate advance refunding bonds Certifications of US Tax Residency
Client expense: $1,720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2021 · third_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan HR 564- Paid Family Medical Leave HR 1785, S 714- No Tax Breaks for Outsourcing Act HR 2576, S 994- For the 99.5% Act S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act Sensible Taxation and Equity Promotion (STEP) Act, discussion draft HR 1068- Carried Interest Fairness Act HR 1116- IRS Enhancement and Tax Gap Reduction Act HR 1200, S 1857- Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S 1788- Restoring the IRS Act of 2021 HR 328, S 817- Wall Street Tax Act HR 2735, S 1283- Tax on Wall Street Speculation Act 28% cap on value of individual itemized deductions 20% deduction for business owners' pass thru income to individual taxes HR 2286- Deemed Realization of capital gains at death or bequest Deemed Realization (one-time) at death or transfer for significant assets (e.g. >$1,000,000,000) Babies Over Billionaires Act (Deemed Realization on individuals with large unrealized capital gains during COVID timeframe) S 1652- Paying a Fair Share Act S 2680, HR 4940- Real Corporate Profits Tax S 794- Tax Excessive CEO Pay Act Individual taxes: Surtax, higher rates on high incomes, close loopholes, Mark to Market Individual tax rate: raise top rate to 39.6% or higher Close NIIT and SECA tax loopholes and dedicate revenue to fund Medicare Corporate taxes (e.g. higher rates, close loopholes, raise revenue) Corporate taxes: minimum 15% Individual tax itemized deduction for state and local taxes (i.e. SALT) Earned income tax credit and child tax credits HR 2549, S 1157- Tax Fairness for Workers Act HR 696, S 147- CARES Windfall for the Wealthiest Repeal Act General Business Tax Credits refundability Refundable NOL Carryover, Credit for R & D COVID-19 expenditures COVID Relief Package, Millionaires Giveaway Net Operating Loss tax break Ways and Means Draft, The Building an Economy for Families Act Payroll tax credit for child care providers (employer side refundable credit) HR 3007, S 1545- Disclosure of Tax Havens and Offshoring Act
Client expense: $570,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2021 · third_quarter · Banking
(Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 H.R. 328 / S.817 - Wall Street Tax Act of 2021 (Previously H.R. 2176 ) - Return to Prudent Banking Act of 2019 (Kaptur restore Glass-Steagall) H.R. XXXX -- the 21st Century Glass Steagall Act (not yet introduced in 116th) (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act Treasury/Federal Reserve liquidity facilities Bank capital rules HR 1 - For the People Act H.R.8721 - Public Banking Act of 2020 Close the ILC Loophole Act The Climate Crisis Financial Stability Act H.R. 5253 - Fossil Free Finance Act (Previously S.2903/HR5194) Schatz/Casten Climate Change Financial Risk Act Postal banking LIBOR bill
Client expense: $100,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · third_quarter · Financial Institutions/Investments/Securities
(Previously HR 3490) Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act (Previously S. 2155) - Stop Wall Street Looting Act Treasury/Federal Reserve liquidity facilities Reg BI SEC fiduciary rule Heroes Act (COVID PACKAGE) (Previously H.R. 758) - CARES Act HR 1 - For the People Act Facebook' Libra cryptocurrency H.R.8721 - Public Banking Act of 2020 SPACs 13F form changes recommended to the SEC Close the ILC Loophole Act
Client expense: $100,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · third_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment on futures and securities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions 4. Modernization of Derivatives Tax Act of 2021 (S 2621) a. All provisions
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment
Client expense: $640,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), 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), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
2021 · second_quarter · Financial Institutions/Investments/Securities
S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act
Client expense: $376,457 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2021 · second_quarter · Taxation/Internal Revenue Code
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Client expense: $1,870,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2021 · second_quarter · Taxation/Internal Revenue Code
H.R. 328/S. 817, Wall Street Tax Act of 2021 H.R. 1381/S. 480, Main Street Tax Certainty Act H.R. 1712/S. 617, Death Tax Repeal Act H.R. 1304, American Innovation and R&D Competitiveness Act of 2021 H.R. 2735/S. 1283, Tax on Wall Street Speculation Act H.R. 3007, Disclosure of Tax Havens and Offshoring Act H.R. 3425, Saving Gig Economy Taxpayers Act S. 749, American Innovation and Jobs Act S. 948, A bill to protect American small businesses, gig workers, and freelancers by repealing the burdensome American Rescue Plan Act of 2021 transactions reporting threshold S. 1274, Remote and Mobile Worker Relief Act of 2021 S. 1298, Clean Energy for America Act Various issues relating to tax extenders, including bonus depreciation, deferral tax provisions, S-Corp tax provisions, and flow-throughs; Tax Cuts and Jobs Act (P.L. 115-97), including implementation of, and follow up such as making individual rates and pass-through rates permanent; Internal Revenue Code Section 965/tax overpayments, and changes made to section 965 by the Tax Cuts and Jobs Act; foreign tax carryforwards transition; pension reform; conversion of future 401(k) or Individual Retirement Account (IRA) contributions to Roth accounts; 199A tax deduction; Internal Revenue Service controlled foreign corporation (CFC) look-thru rule; pending bilateral tax treaties before the U.S. Senate; potential for additional bilateral tax treaties; potential repeal of the State and Local Tax (SALT) cap; corporate tax filing deadline; digital services taxes; global anti-base erosion proposal (GloBE) under pillar two; general business tax credits; Memorandum for the Secretary of the Treasury deferring payroll tax obligations in light of the ongoing COVID-19 disaster; taxation of mobile and remote workers during the coronavirus pandemic; tax free paycheck protection program loan forgiveness; Paycheck Protection Program (PPP) tax deductibility; work opportunity tax credit; implementation of the American Rescue Plan Act (P.L. 117-2) including Section 9674 relating to 1099-K form reporting; IRS priority guidance plan; 199A tax deduction; continuation of the steeped-up basis; potential corporate tax rate increase; continuation of the percentage depletion tax deduction; European Commissions consultation on a proposed digital levy; international tax provisions; corporate tax rate; extension of expiring tax provisions; general COVID relief legislation
Client expense: $11,640,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Industry and Security (BIS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Energy Regulatory Commission (FERC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office
2021 · second_quarter · Financial Institutions/Investments/Securities
(Previously HR 3490) Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Volcker Rule (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act (Previously S. 2155) - Stop Wall Street Looting Act H.R. 1068 Carried Interest Fairness Act of 2021 Treasury/Federal Reserve liquidity facilities Reg BI SEC fiduciary rule Heroes Act (COVID PACKAGE) (Previously H.R. 758) - CARES Act HR 1 - For the People Act (Previously S.1063) - Helping Angels Lead Our Startups Act of 2019 Facebook' Libra cryptocurrency SEC Rule 13-F SPACs 13F form changes recommended to the SEC (Previously S.2071/HR3623) Warren/Casten Climate Risk Disclosure Act
Client expense: $90,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · second_quarter · Banking
(Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 H.R. 328 / S.817 - Wall Street Tax Act of 2021 (Previously H.R. 2176 ) - Return to Prudent Banking Act of 2019 (Kaptur restore Glass-Steagall) H.R. XXXX -- the 21st Century Glass Steagall Act (not yet introduced in 116th) (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act Treasury/Federal Reserve liquidity facilities Bank capital rules HR 1 - For the People Act H.R.8721 - Public Banking Act of 2020 Banking for All Act (S.3571 in 116th) Close the ILC Loophole Act Bank Charter Review Act HR 3948 - GSIB Act of 2021 The Climate Crisis Financial Stability Act
Client expense: $90,000 · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · first_quarter · Taxation/Internal Revenue Code
H.R.328 the Wall Street Tax Act of 2021; S.817 the Wall Street Tax Act of 2021; S.1587 Inclusive Prosperity Act of 2019; H.R.2923 Inclusive Prosperity Act of 2019; S.1005 the Modernization of Derivatives Tax Act of 2017.
Client expense: $220,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · second_quarter · Taxation/Internal Revenue Code
H.R.328 the Wall Street Tax Act of 2021; S.817 the Wall Street Tax Act of 2021; S.1283 Tax on Wall Street Speculation Act; H.R.2735 Tax on Wall Street Speculation Act; S.1005 the Modernization of Derivatives Tax Act of 2017.
Client expense: $250,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2021 · second_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan The Building an Economy for Families Act Payroll tax for child care providers (employers side refundable credit) Businesses PPP Double Dip H.R. 696/S. 147 - CARES Windfall for the Wealthiest Repeal Act H.R. 1068 - Carried Interest Fairness Act Close NIIT & SECA tax loopholes & direct revenue to Fund Medicare Corporate tax (e.g. higher rates, close loopholes, raise revenue) Corporate tax: Minimum 15% H.R. 2286 - Deemed Realization of capital gains at death or bequest H.R. 3007/S. 1545 - Disclosure of Tax Havens and Offshoring Act Earned income tax credit and child tax credits Fairness in Taxation Act H.R. 2576/S. 994 - For the 99.5% Act General Business Tax Credits refundability Individual tax rate (e.g. surtax, higher rate, close loopholes, Mark to Market) Individual tax rate: raise top rate to 39.6% or higher Individual tax itemized deduction for state & local taxes (e.g. SALT) IRS Enhancement and Tax Gap Reduction Act H.R. 3805/S. 2028 - Millionaires Surtax Act COVID Relief Package - Millionaires Giveaway Net Operating Loss tax break H.R. 1785/S. 714 - No Tax Breaks for Outsourcing Act Paid Family Medical Leave S. 1652 - Paying a Fair Share Act Real Corporate Profits Tax Refundable NOL Carryover, Credit for R&D COVID-19 expenditures S. 1788 - Restoring the IRS Act of 2021 Sensible Taxation and Equity Promotion (STEP) Act H.R. 1200/S. 1857 - Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S. 794 - Tax Excessive CEO Pay Act Tax Fairness Act of 2021 Deemed realization (one-time) at death or transfer for assets > $1,000,000,000 H.R. 2549/S. 1157 - Tax Fairness for Workers Act H.R. 2735/S. 1283 - Tax on Wall Street Speculation Act H.R. 1459/S. 510 - Ultra-Millionaire Tax Act of 2021 H.R. 328/S. 817 - Wall Street Tax Act Wealth Tax (one-time) on individuals with sizeable assets 28% cap on value of individual itemized deductions 20% deduction for business owners pass thru income to individual taxes
Client expense: $570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2021 · second_quarter · Taxation/Internal Revenue Code
HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. DRAFTAmerican Jobs Plan - changes to infrastructure, corporate tax, and other for other purposes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. DRAFT American Families Plan - To provide public education, childcare, paid leave, and for other purposes. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals.
Client expense: $750,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), 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), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Postal Service (USPS)
2021 · second_quarter · Taxation/Internal Revenue Code
1. Issues relating to tax treatment on futures and securities 2. Wall Street Tax Act of 2021 (HR 328/S 817) a. All provisions 3. Tax on Wall Street Speculation Act (HR 2735/S 1283) a. All provisions
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE