American Infrastructure Bonds Act of 2023

Support for refiling of 118th Congress S.1695, American Infrastructure Bond Act; support continued authorization of tax exempt municipal bonds

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate amendment to IRS Code Section 103 related to tax treatment for bonds issued by public entities allowing for a taxable, direct payment to issuers of a portion of the tax revenue obtained by Treasury from the interest paid on such bonds; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; advocate for Congressional oversight of executive agencies and compliance with all enacted congressional appropriations

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; advocate for Congressional oversight of executive agencies and compliance with all enacted congressional appropriations

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate for Emergency Operations Center funding to support industrial and medical fire prevention and pre-disaster mitigation efforts in rural Alabama; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; advocate for Congressional oversight of executive agencies and compliance with all enacted congressional appropriations

Client expense: Not reported · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; oppose efforts to eliminate tax exempt municipal finance

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; oppose efforts to eliminate tax exempt municipal finance

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; support legislation to amend the National Gas Act and grant FERC refund authority in natural gas rate cases similar to electric rate cases under the Federal Power Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024.

Client expense: $2,990,000 · Firm income: Not reported

H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT; Tax Treatment of Tokenized Securities; Amendment to Form W-9 Instructions to Certify US Digital Asset Broker Status; Form 1099-DA and instructions; Corporate Alternative Minimum Tax; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Corporate Alternative Minimum Tax.

Client expense: $2,990,000 · Firm income: Not reported

H.R. 3935 Federal Aviation Administration Reauthorization Act of 2024 S. 1695 - Sustain Regional Air Travel Act S. 3331 - Alleviating Spaceport Traffic by Rewarding Operators Act of 2023 H.R. 4126 - Future of Aviation Act

Client expense: Not reported · Firm income: $20,000

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate amendment to IRS Code Section 103 related to tax treatment for bonds issued by public entities allowing for a taxable, direct payment to issuers of a portion of the tax revenue obtained by Treasury from the interest paid on such bonds; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate for Emergency Operations Center funding to support industrial and medical fire prevention and pre-disaster mitigation efforts in rural Alabama; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; support legislation to amend the National Gas Act and grant FERC refund authority in natural gas rate cases similar to electric rate cases under the Federal Power Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Request and advocate for community directed spending for public water system upgrades and repairs; support for S.1695, American Infrastructure Bond Act

Client expense: Not reported · Firm income: $7,500

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; IRC Section 871(m); IRC Section 987; Issues related to 529 plans; BEAT QDP - regulations regarding the reporting of qualified derivative payments that are not considered base erosion payments; 2024 Proposed Regulations for the Identification of Basket Contract Transactions as Listed Transactions; 2024 Dual Consolidated Loss Regulations; Tax Treatment of Digital Assets; Appendix III of the Qualified Intermediary (QI) Agreement, Revenue Procedure 2022-43; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT.

Client expense: $1,550,000 · Firm income: Not reported

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.

Client expense: $1,550,000 · Firm income: Not reported

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807, the Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 2590, Unlocking Capital for Small Business Act; H.R. 2799, Expanding Access of Capital Act of 2023; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act, Expanding the Protection for Research Reports to Cover all Securities of All Issuers; H.R. 3136 - The National Critical Capabilities Defense Act; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; HR 4551, the "Protecting Investors Personally Identifiable Information Act" (attached to Capital Markets Subcommittee hearing on 3/20/24); H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to Consolidated Audit Trail and SEC regulatory agenda; H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act; H.R.4766 - Clarity for Payment Stablecoins Act of 2023. H.R. 4767 - Protecting American's Retirement Savings from Politics Act; HR 7030, the Review the Expansion of Government Act of 2024 or the REG Act of 2024 (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7902, the "Protecting Private Job Creators Act" (exempts fixed income securities from 15c2-11 disclosure) (attached to Capital Markets Subcommittee hearing on 3/20/24); H.R. 8339, the "SEC Reform and Restructure Act; H.R. 8773, FY 2025 Financial Services and General Government Appropriations Bill (3 provisions in the FSGG Bill Report pertaining to the SEC: PDA rule withdrawal, economic analysis enhancement, sensible implementation); H.R. 8818, American Privacy Rights Act; H.J. Res. 100, Providing for congressional disapproval of SEC's Cybersecurity disclosure rule; H.J. Res. 109. Providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; S. 1695, the American Infrastructure Bonds Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; S. 4760, Digital Commodities Consumer Protection Act of 2022; S.J.Res.__, a Joint Resolution providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; HR ____, to require an assessment and report to Congress on the adequacy of the SECs cost-benefit analysis with respect to major rulemakings (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to mandate minimum comment periods of at least 60 days for all SEC-initiated rulemakings, with certain exceptions, calculated from the date published in the Federal Register (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the Commission to review certain reviewable actions by SEC staff (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the semi-annual testimony of the Chairman of the SEC before the Committee on Financial Services of the House of Representatives and the Committee on Banking, Housing, and Urban Affairs of the Senate, with testimony on at least one instance to include the testimony of the entire Commission (attached to Capital Markets Subcommittee hearing on 3/20/24); Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Biden Administration executive order related to China; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC proposed rule on Predictive Data Analytics; SEC proposal regarding reporting of Securities Loans; SEC proposals to modify equity market structure; SEC final rule related to clearing of U.S. Treasury securities; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; SEC final rule on short sale data.

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.

Client expense: $1,450,000 · Firm income: Not reported

H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; IRC Section 871(m); IRC Section 987; U.S. Taiwan Expedited Double Tax Relief Act; Issues related to 529 plans; BEAT QDP - regulations regarding the reporting of qualified derivative payments that are not considered base erosion payments.

Client expense: $1,450,000 · Firm income: Not reported

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; support legislation to amend the National Gas Act and grant FERC refund authority in natural gas rate cases similar to electric rate cases under the Federal Power Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate amendment to IRS Code Section 103 related to tax treatment for bonds issued by public entities allowing for a taxable, direct payment to issuers of a portion of the tax revenue obtained by Treasury from the interest paid on such bonds; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate for Emergency Response Station funding to support industrial and medical fire prevention and pre-disaster mitigation efforts in rural Alabama; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $15,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: $15,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; support legislation to amend the National Gas Act and grant FERC refund authority in natural gas rate cases similar to electric rate cases under the Federal Power Act.

Client expense: Not reported · Firm income: $15,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate amendment to IRS Code Section 103 related to tax treatment for bonds issued by public entities allowing for a taxable, direct payment to issuers of a portion of the tax revenue obtained by Treasury from the interest paid on such bonds; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocate for Emergency Response Station funding to support industrial and medical fire prevention and pre-disaster mitigation efforts in rural Alabama; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837, the Investing in Our Communities Act; H.R.7024 - Tax Relief for American Families and Workers Act of 2024; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act. Public Law 117-328 - Consolidated Appropriations Law (Secure 2.0 retirement provisions); IRS Tax Treatment of Digital Assets; IRS Stock Buyback Excise Tax; U.S. Treasury, IRS Request for Extension of Comment Period for REG-122793-19 Gross Proceeds and Basis Reporting by Brokers and Determination of Amount Realized and Basis for Digital Asset Transactions (proposed regulations); OECD BEPS 2.0; Form W-9 requester instructions; Proposed Regulations for Gross Proceeds and Basis Reporting by Brokers and Determination of Amount Realized and Basis for Digital Asset Transactions; IRC Section 871(m); IRC Section 987; U.S. Taiwan Expedited Double Tax Relief Act; Issues related to 529 plans; OMB Number: 1545-2313, Form 15397 (November 2023), Application for Extension of Time to Furnish Recipient Statements; Appendix III of the Qualified Intermediary (QI) Agreement, Revenue Procedure 2022-43.

Client expense: $1,630,000 · Firm income: Not reported

SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1837, the Investing in Our Communities Act; S. 1453, the LOCAL Infrastructure Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda; H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; S. 1695, American Infrastructure Bond Act of 2023; H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023; S. 2251 Cybersecurity Act of 2023; H.R. 7092, S. 3676, Protecting Private Job Creators Act; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC proposal regarding prohibition of conflicts of interest in certain securitizations; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.

Client expense: $1,630,000 · Firm income: Not reported

Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; SEC Prohibition Against Conflicts of Interest in Certain Securitizations proposed rule; H.R. 4168, a bill to amend the Securities Act of 1933 to require that information required to be disclosed to the Securities and Exchange Commission by issuers be material to voting or investment decisions regarding those issuers, and for other purposes; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; H.R. 1807, the Improving Disclosure for Investors Act of 2023; SEC proposed rule regarding the safeguarding of client assets (custody proposal); S. 2190, the RECOUP Act, a bill to amend the Federal Deposit Insurance Act to increase bank executive accountability and to improve financial stability; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; S. 1695, the American Infrastructure Bonds Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to Consolidated Audit Trail and SEC regulatory agenda; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1177/S. 427, Financial Freedom Act of 2023; H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023; S. 2251 - Cybersecurity Act of 2023 ; SEC proposed rule on Predictive Data Analytics; SEC proposal regarding reporting of Securities Loans; SEC proposals to modify equity market structure; Biden Administration executive order related to China; SEC final rule related to clearing of U.S. Treasury securities; SEC final rule to improve clearing agency governance; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; SEC final rule on short sale data; SEC final rules on beneficial ownership; HR ____, the SEC Regulatory Accountability Act (H.R. 9603 in 117th Congress) (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7030, the Review the Expansion of Government Act of 2024 or the REG Act of 2024 (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require an assessment and report to Congress on the adequacy of the SECs cost-benefit analysis with respect to major rulemakings (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to mandate minimum comment periods of at least 60 days for all SEC-initiated rulemakings, with certain exceptions, calculated from the date published in the Federal Register (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the Commission to review certain reviewable actions by SEC staff (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the semi-annual testimony of the Chairman of the SEC before the Committee on Financial Services of the House of Representatives and the Committee on Banking, Housing, and Urban Affairs of the Senate, with testimony on at least one instance to include the testimony of the entire Commission (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 4551, the "Protecting Investors Personally Identifiable Information Act" (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7902, the "Protecting Private Job Creators Act" (exempts fixed income securities from 15c2-11 disclosure) (attached to Capital Markets Subcommittee hearing on 3/20/24); S. 3676 (Protecting Private Job Creators Act); H.R. 2799, Expanding Access of Capital Act of 2023; H.R. 2627, Increasing Investor Opportunities Act; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act, Expanding the Protection for Research Reports to Cover all Securities of All Issuers; H.R. 2590, Unlocking Capital for Small Business Act; H.J. Res. 109. Providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; S.J.Res.__, a Joint Resolution providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121.".

Advocate for Emergency Response Station funding to support industrial and medical fire prevention and pre-disaster mitigation efforts in rural Alabama; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Advocate amendment to IRS Code Section 103 related to tax treatment for bonds issued by public entities allowing for a taxable, direct payment to issuers of a portion of the tax revenue obtained by Treasury from the interest paid on such bonds; Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S.1695, American Infrastructure Bond Act, to amend IRS Code creating a taxable direct payment public bond for capital expenditures; support legislation to amend the National Gas Act and grant FERC refund authority in natural gas rate cases similar to electric rate cases under the Federal Power Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE