mrs KATHLEEN SCHLUTER

TAX - First Quarter Report - 2016 Tax matters relating to life insurance as proposed in the Presidents FY2017 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products S. 386: Mobile Workforce State Income Tax Simplification Act of 2015. ISSUE: Withholding from multi-state employees. H.R. 2315: Mobile Workforce State Income Tax Simplification Act of 2015. ISSUE: Withholding from multi-state employees. H.R. 4377: American Business Competitiveness Act of 2015. ISSUE: Taxation of Life insurers.

TAX - Second Quarter Report - 2016 Tax matters relating to life insurance as proposed in the Presidents FY2017 Budget Proposal, Treasury Greenbook, proposals including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurers and products H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2015. ISSUE: Withholding from multi-state employees. H.R.4377: American Business Competitiveness Act of 2015. ISSUE: Taxation of Life insurers. S. 386: Mobile Workforce State Income Tax Simplification Act of 2015. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Second Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Fourth Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies and products H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Second Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Third Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Fourth Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies Tax reform discussion drafts released and written by the staff and/or members of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies and products H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

TAX - Second Quarter Report - 2015 Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1295: Trade Preferences Extension Act of 2015. ISSUE: Interest income reporting by life insurance companies as an offset. H.R.2315: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees. S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi-state employees.

Tax matters relating to life insurance as proposed in the Presidents FY2016 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company general and separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies S. 386: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

Tax matters relating to life insurance as proposed in the Presidents FY2015 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1: Tax Reform Act of 2014 ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

See attachment.TAX First Quarter Report - 2014 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee Senate Finance Committee. ISSUE: Taxation of the business use of life insurance H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

Tax matters relating to life insurance as proposed in the Presidents FY2015 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1: Tax Reform Act of 2014 ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

TAX - Third Quarter Report - 2014 Tax matters relating to life insurance as proposed in the Presidents FY205 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

Tax matters relating to life insurance as proposed in the Presidents FY2015 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1: Tax Reform Act of 2014 ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

TAX - Third Quarter Report - 2014 Tax matters relating to life insurance as proposed in the Presidents FY205 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

Tax matters relating to life insurance as proposed in the Presidents FY2015 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R.1: Tax Reform Act of 2014 ISSUE: Taxation of the business use of life insurance and taxation of life insurance companies H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

TAX - Third Quarter Report - 2014 Tax matters relating to life insurance as proposed in the Presidents FY205 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated to company-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of the House Ways & Means Committee or Senate Finance Committee. ISSUE: Taxation of the business use of life insurance The Camp tax reform discussion draft released and written by the staff of the House Ways & Means Committee. ISSUE: Taxation of the business use of life insurance H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees. H.R. 4503 & S. 1703: Fair Playing Field Act. ISSUE: Withholding from employees.

See attachment.TAX First Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See attachment.TAX Third Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See attachment.TAX First Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2012. ISSUE: Withholding from multi state employees. Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance product and companies as contained in a financial transaction tax. ISSUE: Taxation of life insurance companies and products. Proposed S.__ - to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: definition of reportable policy sale.

See Attachment.TAX Fourth Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of Senate Finance Committee. ISSUE: Taxation of the business use of life insurance H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See attachment.TAX First Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See Attachment.TAX Fourth Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation life insurance companies and products. Tax Reform discussion drafts released and written by the staff of Senate Finance Committee. ISSUE: Taxation of the business use of life insurance H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See attachment.TAX Third Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2014 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2013. ISSUE: Withholding from multi state employees.

See attachment.TAX First Quarter Report - 2013 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies oApplication of a Fiscal Crisis Responsibility Fee on to life insurance companies ISSUE: Taxation of life insurance companies H.R. 1: Tax Reform Bill. ISSUE: Taxation of life insurance companies and products. H.R. 1129: Mobile Workforce State Income Tax Simplification Act of 2012. ISSUE: Withholding from multi state employees. Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance product and companies as contained in a financial transaction tax. ISSUE: Taxation of life insurance companies and products. Proposed S.__ - to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: definition of reportable policy sale.

See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX First Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Fourth Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S. 1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. AMDT.1825 to S. 1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Third Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX First Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Third Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Fourth Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S. 1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. AMDT.1825 to S. 1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Third Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX First Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Fourth Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S. 1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. AMDT.1825 to S. 1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Fourth Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal, Treasury Greenbook, proposals as regards the fiscal cliff including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: Withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S. 1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. AMDT.1825 to S. 1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Third Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX First Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R.2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S.2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See attachment. TAX Second Quarter Report 2012 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 658: FAA Modernization and Reform Act of 2012 (NOTE: Senate version contained language to modify rules that apply to sales of life insurance contracts). ISSUE: The compliance burden and accuracy for life insurance companies H.R. 1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 1864: Mobile Workforce State Income Tax Simplification Act of 2012. Issue: withholding from multi state employees. H.R. 2515: To amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. ISSUE: Taxation of life insurance. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies. S. 2048: A bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies. S.AMDT.1825 to S.1813: To reauthorize for 1 year the Secure Rural Schools and Community Self-Determination Act of 2000 and to provide full funding for the Payments in Lieu of Taxes program for 1 year, and for other purposes. ISSUE: Taxation of life insurance products and reporting requirements of life insurance companies.

See Attachment. TAX First Quarter Report 2011 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies. H.R. 5297: Small Business Lending Fund Act of 2010 - ISSUE: Taxation of life insurance companies - partial annuitization.

See attachment. TAX Second Quarter Report 2011 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. H.R.1151: Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 ISSUE: Taxation of life insurance companies.

See attachment. TAX Fourth Quarter Report 2011 Tax matters relating to life insurance as proposed in the Presidents FY2012 Budget Proposal and Treasury Greenbook, including but not limited to: oModify dividends-received deduction ("DRD") for life insurance company separate accounts ISSUE: Taxation of life insurance companies oExpand pro rata interest expense disallowance for interest unrelated corporate-owned life insurance ISSUE: Taxation of the business use of life insurance oModify Rules that apply to sales of life insurance contracts ISSUE: The compliance burden and accuracy for life insurance companies Tax matters relating to life insurance as contained in an increase in the debt ceiling. ISSUE: Taxation of life insurance companies and products. Tax matters relating to life insurance as before the Joint Select Committee on Deficit Reduction. ISSUE: Taxation of life insurance companies and products. H.R. 3313 & S.1787: Wall Street Trading and Speculators Tax Act. ISSUE: Taxation of life insurance companies.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Second Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies. H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualified annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S. 722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance companies. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.

See attachment. TAX Third Quarter Report 2010 H.R.251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R.2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. H.R.3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. H.R.3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R.4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R.4173 - Title: Restoring American Financial Stability Act of 2010 (Title XVI) H.R.4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R.4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies H.R.5893 - Title: Investing in American Jobs and Closing Tax Loopholes Act of 2010 Issue: revenue offsets H.R.5982 - Title: Small Business Tax Relief Act of 2010 Issue: revenue offsets H.R.6128/S.3786 - Title: Fair Playing Field Act of 2010 Issue: Independent contractors. S.156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: taxation of life insurance companies. S.722 - Title: To amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: tax changes may affect life insurance. S.823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation as it effects life insurance companies. S.1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S.2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. S.3795 - Title: TAX GAP Act of 2010 Issue: taxation of life insurance companies. Financial Crisis Responsibility Fee/Bank Tax (not introduced) - To assess a fee or tax on financial services companies to repay TARP or other purposes. Issue: taxation of life insurance companies.

See attachment. TAX First Quarter Report 2010 H.R. 251 - Title: Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 768 - Title: To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues. Issue: tax implications on life insurance. H.R. 2452 - Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax implications on life insurance companies. H.R. 3399 - Title: To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: taxation of life insurance companies H.R. 3408/ S.2882 Title: Taxpayer Responsibility, Accountability and Consistency Act of 2009. Issue: Independent contractors. H.R. 3590 The Patient Protection and Affordable Care Act. Issue: Long Term Care financing within health reform and Medicare tax on nonqualifed annuity income. H.R. 3669 - Title: To prohibit employers from carrying life insurance policies on their rank and file employees. Issue: use of COLI H.R. 4013 - Title: To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies H.R. 4191 - Title: To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction. Issue: taxation of life insurance companies H.R. 4412 - Title: To amend the Internal Revenue Code of 1986 to impose a 50 percent tax on bonuses paid by TARP. Issue: taxation of life insurance companies S. 156 - Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: tax implications on life insurance companies. S. 823 - Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance. S. 1835 - Title: A bill to amend the Internal Revenue Code of 1986 to allow 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 1937 - Title: A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: taxation of life insurance companies. S. 2927 - Title: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. Issue: taxation of life insurance companies. TRACKING H.R. 99 - Title: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: tax implications on life insurance and life insurance companies. Financial Crisis Responsibility Fee (not introduced) - To assess a fee or tax on financial services companies to repay TARP.