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Reported covered position: Legislative Director - Rep. Lee Zeldin (R-NY)
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2024 · second_quarter · Q2
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Financial services issues important to fraternal benefit societies including Investor Choice Act (HR 2671/S 1171) and industrial loan company issues.
Source: Senate LDA
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy discussion draft and legislation (American Privacy Rights Act of 2024 - HR 8818), and artificial intelligence related issues.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
Federal Firearms Licensee Protection Act of 2023
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
Restoring WIFIA Eligibility Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Financial services issues important to fraternal benefit societies including Investor Choice Act (HR 2671/S 1171) and industrial loan company issues.
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Tax Relief for American Families and Workers Act of 2024
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Tax Relief for American Families and Workers Act of 2024
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
American Privacy Rights Act of 2024
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy discussion draft and legislation (American Privacy Rights Act of 2024 - HR 8818), and artificial intelligence related issues.
American Privacy Rights Act of 2024
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Data privacy discussion draft and legislation, American Privacy Rights Act of 2024 (HR 8818), and the impact on fraternal benefit societies such as dispute resolution policy.
Ending Trading and Holdings In Congressional Stocks (ETHICS) Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Financial services issues important to fraternal benefit societies including Investor Choice Act (HR 2671/S 1171) and industrial loan company issues.
Ending Trading and Holdings In Congressional Stocks (ETHICS) Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Artificial Intelligence Research, Innovation, and Accountability Act of 2024
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
Supporting Access to Rural Community Hospitals Act of 2024
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Industrial loan company legislation (S. 5189).
Supporting Access to Rural Community Hospitals Act of 2024
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Impact of insurance-related legislation on fraternal benefit societies such as the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy discussion draft and legislation (American Privacy Rights Act of 2024 - HR 8818), and artificial intelligence related issues.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Financial Services issues impacting fraternal benefit societies, including Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act, fiduciary responsibility, and bank charters.
Financial services issues including those relevant to life insurance, securities, and financial services regulation including of fiduciary responsibility, voluntary protection products, and the Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act
Financial Services issues impacting fraternal benefit societies, including Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act, fiduciary responsibility, and bank charters.
Financial Services issues impacting fraternal benefit societies, including fiduciary responsibility and the Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act.
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Affordable Housing Credit Improvement Act of 2023
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Expressing the sense of the Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies, including H.Con.Res. 65/S.Con.Res. 10, and Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
Affordable Housing Credit Improvement Act of 2021
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds, including the Affordable Housing Credit Improvement Act (H.R. 2573 and S. 1136).
Securing a Strong Retirement Act of 2021
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Retirement security issues concerning fraternal benefit societies, including Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
Securing a Strong Retirement Act of 2021
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies, including H.Con.Res. 65/S.Con.Res. 10, and Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
American Data Privacy and Protection Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Arbitration/joint action policy under the data privacy legislation HR.8152/S. 3195.
American Data Privacy and Protection Act
Client: SECURIAN FINANCIAL GROUP · Firm: VENN STRATEGIES
Federal pre-emption authority issues regarding data privacy legislation including H.R. 8152.
American Data Privacy and Protection Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Arbitration/joint action policy under the FAIR Act (HR 963) and data privacy legislation HR.8152.
American Data Privacy and Protection Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Arbitration/joint action policy under the data privacy legislation HR.8152.
Arbitration/joint action policy under the FAIR Act (HR 963) and data privacy legislation HR.8152.
Affordable Housing Credit Improvement Act of 2021
Client: AFFORDABLE HOUSING TAX CREDIT COALITION · Firm: VENN STRATEGIES
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds, including the Affordable Housing Credit Improvement Act (H.R. 2573 and S. 1136).
Consumer Online Privacy Rights Act
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Arbitration/joint action policy under the data privacy legislation HR.8152/S. 3195.
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies, including H.Con.Res. 65/S.Con.Res. 10, and Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
Retirement security issues concerning fraternal benefit societies, including Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
A concurrent resolution expressing the sense of Congress that tax-exempt fraternal benefit societies have historically provided and continue to provide critical benefits to the people and communities of the United States.
Client: THRIVENT FINANCIAL FOR LUTHERANS · Firm: VENN STRATEGIES
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies, including H.Con.Res. 65/S.Con.Res. 10, and Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
International and R&D tax issues, including HR 4549, The American Innovation and Competitiveness Act.
Impact of insurance-related legislation on fraternal benefit societies such as the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy discussion draft and legislation (American Privacy Rights Act of 2024 - HR 8818), and artificial intelligence related issues.
Data privacy discussion draft and legislation, American Privacy Rights Act of 2024 (HR 8818), and the impact on fraternal benefit societies such as dispute resolution policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2024 · second_quarter · Q2
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2024 · first_quarter · Q1
Industrial loan company legislation (S. 5189).
Impact of insurance-related legislation on fraternal benefit societies such as the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the resolution promoting the work of fraternal benefit societies (H.Con.Res. 28 / S. Con.Res. 8), data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft), and artificial intelligence related proposals including The Artificial Intelligence Research, Innovation, and Accountability Act (S. 3312).
Data privacy legislation yet to be introduced (later called American Privacy Rights Act Discussion Draft) and the impact on fraternal benefit societies such as dispute resolution policy.
Financial services issues impacting fraternal benefit societies including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02), the Investor Choice Act (H.R. 2620/ S. 1171), and industrial loan company legislation (S. 5189).
Tax issues concerning fraternal benefit societies including the resolution H.Con.Res. 28 and S.Con.Res. 8.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2024 · first_quarter · Q1
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds including the Affordable Housing Credit Improvement Act HR 3238/S1557 and the Tax Relief for American Families and Workers Act HR 7024.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2023 · fourth_quarter · Q4
Financial Services issues impacting fraternal benefit societies, including the Department of Labor Retirement Security proposed rule (RIN: 1210-AC02).
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Data privacy legislation yet to be introduced (e.g., American Data Privacy and Protection Act), including impacts on fraternal benefit societies such as dispute resolution policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2023 · fourth_quarter · Q4
Tax issues and regulation related to insurance, financial and retirement services and products and supplemental group benefits
Regulation related to supplemental group benefits.
Financial services issues including those relevant to life insurance, securities, and financial services regulation.
Filing targets: SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2023 · fourth_quarter · Q4
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2023 · third_quarter · Q3
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2023 · third_quarter · Q3
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance, securities, and financial services regulation.
Filing targets: HOUSE OF REPRESENTATIVES
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2023 · third_quarter · Q3
Data privacy legislation yet to be reintroduced (American Data Privacy and Protection Act), including impacts on fraternal benefit societies such as dispute resolution policy.
Financial Services issues impacting fraternal benefit societies, including Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act, fiduciary responsibility, and bank charters.
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
EMPLOYEE-OWNED S CORPORATIONS OF AMERICA via VENN STRATEGIES
2023 · third_quarter · Q3
Legislation and other proposed policy change impacting S Corporation ESOPs.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Treasury, Dept of
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2023 · second_quarter · Q2
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds (including HR 3238 and S1557).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2023 · second_quarter · Q2
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance, securities, and financial services regulation.
Filing targets: HOUSE OF REPRESENTATIVES
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2023 · second_quarter · Q2
Data privacy legislation yet to be reintroduced (American Data Privacy and Protection Act), including impacts on fraternal benefit societies such as dispute resolution policy.
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
Financial Services issues impacting fraternal benefit societies, including Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act, fiduciary responsibility, and bank charters.
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2023 · first_quarter · Q1
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2023 · first_quarter · Q1
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance, securities, and financial services regulation including of fiduciary responsibility, voluntary protection products, and the Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2023 · first_quarter · Q1
Data privacy legislation yet to be reintroduced (American Data Privacy and Protection Act), including impacts on fraternal benefit societies such as dispute resolution policy.
Financial Services issues impacting fraternal benefit societies, including fiduciary responsibility and the Data Privacy Act of 2023 (H.R. 1165) modernizing the Gramm Leach Bliley Act.
Tax issues concerning fraternal benefit societies including the resolution H. Con. Res. 28 and S. Con. Res. 8.
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2022 · fourth_quarter · Q4
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds, including the Affordable Housing Credit Improvement Act (H.R. 2573 and S. 1136).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2022 · fourth_quarter · Q4
Tax issues related to insurance companies, financial services, and retirement services & products.
Federal pre-emption authority issues regarding data privacy legislation including H.R. 8152.
Financial services issues including those relevant to life insurance, securities, and financial services regulation including of fiduciary responsibility and voluntary protection products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2022 · fourth_quarter · Q4
Arbitration/joint action policy under the data privacy legislation HR.8152/S. 3195.
Retirement security issues concerning fraternal benefit societies, including Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
Financial Services issues impacting fraternal benefit societies, including arbitration policy and financial institution charters.
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2022 · third_quarter · Q3
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2022 · third_quarter · Q3
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance, securities, and financial services regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2022 · third_quarter · Q3
Retirement security issues concerning fraternal benefit societies.
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Arbitration/joint action policy under the data privacy legislation HR.8152.
EMPLOYEE-OWNED S CORPORATIONS OF AMERICA via VENN STRATEGIES
2022 · third_quarter · Q3
Legislation impacting S Corporation ESOPs.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2022 · second_quarter · Q2
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2022 · second_quarter · Q2
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Tax issues related to insurance companies, financial services, and retirement services & products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2022 · second_quarter · Q2
Financial Services issues impacting fraternal benefit societies, including arbitration policy and financial institution charters.
Arbitration/joint action policy under the FAIR Act (HR 963) and data privacy legislation HR.8152.
Retirement security issues concerning fraternal benefit societies.
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2022 · first_quarter · Q1
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2022 · first_quarter · Q1
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2022 · first_quarter · Q1
Tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies.
Financial Services issues impacting fraternal benefit societies, including arbitration policy, as well as independent contractor status and financial institution charters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2021 · fourth_quarter · Q4
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2021 · fourth_quarter · Q4
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Tax issues related to insurance companies, financial services, and retirement services & products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2021 · fourth_quarter · Q4
Tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Financial Services issues impacting fraternal benefit societies, including arbitration policy, as well as independent contractor status and financial institution charters.
Retirement security issues concerning fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2021 · third_quarter · Q3
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2021 · third_quarter · Q3
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Tax issues related to insurance companies, financial services, and retirement services & products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2021 · third_quarter · Q3
Tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies.
Financial Services issues impacting fraternal benefit societies, including arbitration policy, as well as independent contractor status and bank charters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2021 · second_quarter · Q2
Retirement security issues concerning fraternal benefit societies.
tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Financial Services issues impacting fraternal benefit societies, including arbitration policy, as well as independent contractor status and bank charters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2021 · second_quarter · Q2
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2021 · second_quarter · Q2
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2021 · first_quarter · Q1
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2021 · first_quarter · Q1
Tax issues related to insurance companies, financial services, and retirement services & products.
Financial services issues including those relevant to life insurance and financial services regulation and accounting standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2021 · first_quarter · Q1
Financial Services issues impacting fraternal benefit societies, including arbitration policy, as well as independent contractor status and bank charters.
Retirement security issues concerning fraternal benefit societies.
tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2020 · fourth_quarter · Q4
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2020 · fourth_quarter · Q4
Tax issues related to insurance companies, financial services and retirement products.
Financial Services issues dealing with life insurance and financial services regulation and accounting standards.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2020 · fourth_quarter · Q4
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Financial services issues concerning financial services, life insurance, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2020 · third_quarter · Q3
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2020 · third_quarter · Q3
Retirement security issues concerning fraternal benefit societies, including long-term care insurance.
Financial services issues concerning financial services, life insurance, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2020 · third_quarter · Q3
Financial Services issues dealing with life insurance and financial services regulation and accounting standards.
Tax issues related to insurance companies, financial services and retirement products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2020 · second_quarter · Q2
Tax issues concerning financial services, life insurance, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies, including long-term care insurance.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2020 · second_quarter · Q2
Tax issues related to strengthening and expanding the Low-Income Housing Tax Credit and Tax-Exempt Housing Bonds.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
INTEL via VENN STRATEGIES
2020 · second_quarter · Q2
International and R&D tax issues, including HR 4549, The American Innovation and Competitiveness Act.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2020 · second_quarter · Q2
Financial Services issues dealing with life insurance and financial services regulation and accounting standards.
Tax issues related to insurance companies, financial services and retirement products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2020 · first_quarter · Q1
Financial services issues impacting fraternal benefit societies including arbitration policy.
Retirement security issues concerning fraternal benefit societies.
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2020 · first_quarter · Q1
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Financial services issues impacting fraternal benefit societies including arbitration policy.
Retirement security issues concerning fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2020 · first_quarter · Q1
Issues related to strengthening and expanding the Low Income Housing Tax Credit.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2020 · first_quarter · Q1
Financial services issues dealing with insurance and financial products regulation.
Tax issues related to insurance companies, financial services and retirement products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2019 · fourth_quarter · Q4
Issues related to expanding the low-income housing tax credit.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2019 · fourth_quarter · Q4
Tax issues related to insurance companies, financial services and retirement products.
Financial services issues dealing with insurance and financial products regulation.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2019 · fourth_quarter · Q4
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies.
Financial services issues impacting fraternal benefit societies including arbitration policy.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
AFFORDABLE HOUSING TAX CREDIT COALITION via VENN STRATEGIES
2019 · third_quarter · Q3
Issues related to expanding the low-income housing tax credit.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SECURIAN FINANCIAL GROUP via VENN STRATEGIES
2019 · third_quarter · Q3
Tax issues related to insurance companies, financial services and retirement products.
Financial services issues dealing with insurance and financial products including privacy, SEC regulation and arbitration.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
THRIVENT FINANCIAL FOR LUTHERANS via VENN STRATEGIES
2019 · third_quarter · Q3
Tax issues concerning financial services, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Financial services issues impacting fraternal benefit societies.
Retirement security issues concerning fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax issues concerning financial services and products, long-term care, retirement policy, tax-exempt organizations, and fraternal benefit societies, including H.Con.Res. 65/S.Con.Res. 10, and Securing a Strong Retirement Act, HR 2954/Enhancing American Retirement Now Act, S. 4808.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Financial Services issues impacting fraternal benefit societies, including arbitration policy and financial institution charters.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Tax issues concerning financial services and products, retirement policy, tax-exempt organizations, and fraternal benefit societies.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE