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Secure Family Futures Act of 2025
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,674 other S bills in the 119th — cohort avg 32d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (21)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2026 · third_quarter · Insurance
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
HR 254/S 1335 -- Secure Family Futures Act - adjust the tax treatment of insurance company debt investments Issue -- Insurance Company Life/Non-Life Consolidated Returns S 4279 -- Protecting Proper Life Insurance from (PPLI) Abuse Act - impose reporting requirements and amend tax treatment of private placement life insurance
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Foreign Issued Contracts, OECD Pillar 2) One Big Beautiful Bill Act (H.R. 1)
Client expense: $499,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Republican |
| IN |
| Joni Ernst | Republican | IA |
| Mark R. Warner | Democratic | VA |
| Marsha Blackburn | Republican | TN |
| Raphael G. Warnock | Democratic | GA |
| Todd Young | Republican | IN |
2026 · third_quarter · Retirement
H.R.1777/S.1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issues related to remote online notarization. H.R.2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issues related to electronic delivery. H.R.1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issues related to retirement security HR.2547/S.1335 - Secure Family Futures Act of 2025 Issues related to the reduction or elimination of state and local tax deductions for businesses.
Client expense: $210,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $370,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance (PPLI) H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 Issues related to H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act, including implementation of Trump Accounts Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act Issues related to retirement security H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act
Client expense: $590,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 2547, Secure Family Futures Act of 2025, all provisions; S. 1335, Secure Family Futures Act of 2025, all provisions.
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
HR 2547;S 1335 - Ordinary Tax Treatment Bill.
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Tax and life insurance issues; H.R.2547/S.1335, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
S4279 - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issues pertaining to lifetime income and annuitization Issues pertaining to a tax exemption for long term care insurance
Client expense: $1,002,681 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Monitor efforts to change the corporate tax rate for subchapter L of the code; advocate for the Retirement Simplification and Clarity Act (H.R.6324); advocate for the Secure Family Futures Act (H.R. 2547/S. 1335).
Client expense: Not reported · Firm income: $110,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Issues related to H.R 2547/S. 1335 - Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 1105 - Disaster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business tax legislation Natural disaster resilience legislation Natural disaster savings account legislation
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Opposed additional taxes on life insurers and property casualty insurers. Support the Secure Family Futures Act (HR 2547/S1335), which provides for ordinary tax treatment for bonds for insurers. Monitor H.R. 10357, the Digital Asset Tax Certainty Act, and other federal crypto tax legislation for impact on stablecoin.
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
HR2547, S1335 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets. HR996, S400 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act: This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit. H.R.1/ SA 2360 - One Big Beautiful Bill Act- This bill reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government.
Client expense: $468,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 1105 - Disaster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business tax legislation Natural disaster resilience legislation Natural disaster savings account legislation
Client expense: $370,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Issues related to corporate tax policy S. 1335: Secure Family Futures Act of 2025
Client expense: $70,000 · Firm income: Not reported
Government targets: SENATE
2026 · second_quarter · Retirement
H.R.1777/S.1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issues related to remote online notarization. H.R.2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issues related to electronic delivery. H.R.1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issues related to retirement security HR.2547/S.1335 - Secure Family Futures Act of 2025 Issues related to the reduction or elimination of state and local tax deductions for businesses.
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Section 987 Regulations, Foreign Issued Contracts) One Big Beautiful Bill Act (H.R. 1)
Client expense: $237,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
HR 2547;S 1335 - Ordinary Tax Treatment Bill.
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025
Client expense: $1,103,598 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025
Client expense: $1,103,598 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 2547, Secure Family Futures Act of 2025, all provisions; S. 1335, Secure Family Futures Act of 2025, all provisions.
Client expense: $370,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Rate Reduction Act H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act Joint Trades Letter to Sens. Moran and Van Hollen re: S. 4498 / ABLE Tomorrow Act
Client expense: $490,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
Tax Quarter 2 2026 HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issues pertaining to a tax exemption for long term care insurance
Client expense: $1,260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Issues related to H.R 2547/S. 1335 - Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 1105 - Disaster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business tax legislation Natural disaster resilience legislation Natural disaster savings account legislation
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Insurance
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
International tax issues, including retaliatory taxes and administrative guidance from the OECD regarding Pillar II. S.1335/H.R.2547, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
General tax issues related to the business of insurance and insurance products, taxation of life insurer reserves, and deferred acquisition costs; tax treatment of paid sick and family medical leave benefits; ACA advanced premium tax credits. Current law tax exclusion for employer provided benefits. H.R. 2547, S. 1335 - Secure Family Futures Act. ISSUE: Treatment of life insurer held bonds.
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Tax and life insurance issues; H.R.2547/S.1335, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
TAX - Quarter 1 2026 HR 2547 and S 1335 - Secure Family Futures Act of 2025 Issue: Life insurance taxation
Client expense: $1,130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
HR2547, S1335 Secure Family Futures Act Summary is in progress. To amend the Internal Revenue Code of 1986 to exclude debt held by certain insurance companies from capital assets. HR996, S400 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act: This bill modifies the employer tax credit for paid family and medical leave. Specifically, the bill (1) makes such credit permanent, (2) allows the credit in states or localities that either mandate or do not mandate paid family and medical leave, (3) allows employers to claim the credit for a portion of their paid family leave insurance premiums, (4) reduces the minimum employment period eligibility requirement, and (5) requires the Small Business Administration and the Internal Revenue Service to conduct targeted outreach to employers and other relevant parties regarding the availability and requirements of the credit. H.R.1/ SA 2360 - One Big Beautiful Bill Act- This bill reduces taxes, reduces or increases spending for various federal programs, increases the statutory debt limit, and otherwise addresses agencies and programs throughout the federal government.
Client expense: $401,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Opposed additional taxes on life insurers and property casualty insurers Support the Secure Family Futures Act (HR 2547/S1335), which provides for ordinary tax treatment for bonds for insurers. Monitor how federal crypto tax legislation impacts stablecoin regulation.
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Retirement
H.R.1777/S.1561 - Securing and Enabling Commerce Using Remote and Electronic Notarization Act. To authorize and establish minimum standards for electronic and remote notarizations that occur in or affect interstate commerce, to require any Federal court located in a State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce, and to require any State to recognize notarizations performed by a notary public commissioned by another State when the notarization occurs in or affects interstate commerce or when the notarization was performed under or relates to a public act, record, or judicial proceeding of the State in which the notary public was commissioned. Issues related to remote online notarization. H.R.2441 - Improving Disclosure for Investors Act - This bill requires the Securities and Exchange Commission (SEC) to propose and finalize rules to allow entities to deliver regulatory documents to investors electronically. The SEC must establish a mechanism for investors to opt out of electronic delivery and receive paper documents instead. If the SEC does not finalize rules within one year after enactment, the bill allows for electronic delivery of these documents. Issues related to electronic delivery. H.R.1013/S.424 - Retirement Fairness for Charities and Educational Institutions Act of 2025 - The bill would allow 403(b) plans to invest in Collective Investment Trusts or Separate Accounts that establishes investment parity with other defined contribution plans, like 401(k)s. Issues related to retirement security HR.2547/S.1335 - Secure Family Futures Act of 2025 Issues related to the reduction or elimination of state and local tax deductions for businesses.
Client expense: $190,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 1105 - Disaster Resiliency and Coverage Act of 2025 H.R. 1481 - Catastrophic Risk Transfer (CART) Act of 2025 H.R. 1849 - Disaster Mitigation and Tax Parity Act of 2025 H.R. 2547 - Secure Family Futures Act of 2025 H.R. 3512 - Tackling Predatory Litigation Funding Act of 2025 H.R. 6763 - Shelter Act S. 35 - Homeowners Premium Tax Reduction Act of 2025 S. 336 - Disaster Mitigation and Tax Parity Act of 2025 S. 586 - Flood Insurance Affordability Tax Credit Act S. 1335 - Secure Family Futures Act of 2025 S. 1821 - Tackling Predatory Litigation Funding Act of 2025 S. 1940 - READY Accounts Act S. 3497 - Shelter Act Business tax legislation Natural disaster resilience legislation Natural disaster savings account legislation
Client expense: $520,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance. HR 2547 and S 1335 - Secure Family Futures Act of 2025
Client expense: $1,126,104 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Ordinary tax treatment of bonds (H.R. 2547/S. 1335) Tax treatment of life insurance and annuities Taxation of Digital Assets International Tax (GILTI, Pillar 2, Foreign Issued Contracts) One Big Beautiful Bill Act (H.R. 1)
Client expense: $700,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
Issues related to corporate taxation; H.R. 2547/S. 1335 - Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
P.L.115-97 Tax Cuts and Jobs Act P.L.117-169 Inflation Reduction Act P.L.119-21 One Big Beautiful Bill Act H.R.2547/S.1335 Secure Family Futures Act
Client expense: $150,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
Tax and life insurance issues; H.R.2547/S.1335, the Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $740,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Tax Quarter 1 2026 HR 2547 and S 1335 - Secure Family Futures Act of 2025 Life insurance taxation
Client expense: $1,130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Issues related to H.R 2547/S. 1335 - Secure Family Futures Act of 2025.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE