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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.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2023 · second_quarter · 2A
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Source: Senate LDA
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
PTE Changes; Open Brokerage Window; Enhancing American Retirement Now (EARN) Act; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule;; S 427/H.R. 1177, Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
PTE Changes; Open Brokerage Window; Enhancing American Retirement Now (EARN) Act; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule;; S 427/H.R. 1177, Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Financial Freedom Act of 2023
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Financial Freedom Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Financial Freedom Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Financial Freedom Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Parity for Student Loans Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Securing a Strong Retirement Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
CAN Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
CAN Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Wall Street Tax Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Wall Street Tax Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Infrastructure Investment and Jobs Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Infrastructure Investment and Jobs Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Inflation Reduction Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Inflation Reduction Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Inflation Reduction Act of 2022
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
American Infrastructure Bonds Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
American Infrastructure Bonds Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Retirement Parity for Student Loans Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package.
Rural Broadband Financing Flexibility Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Rural Broadband Financing Flexibility Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Retirement Security and Savings Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
NAPA Reauthorization Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
LOCAL Infrastructure Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
LOCAL Infrastructure Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
LOCAL Infrastructure Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Wall Street Tax Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Wall Street Tax Act of 2021
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Moving Forward Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Moving Forward Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Moving Forward Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Municipal Bond Market Support Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Municipal Bond Market Support Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Municipal Bond Market Support Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
CAN Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Rural Broadband Financial Flexibility Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Remote and Mobile Worker Relief Act of 2020
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
Remote and Mobile Worker Relief Act of 2020
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Remote and Mobile Worker Relief Act of 2020
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Increasing Access to a Secure Retirement Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; H.R. 748 CARES Act.
Increasing Access to a Secure Retirement Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice; Department of Labor Proposed proxy advisor rule; Department of Labor proposed ESG rule.
Increasing Access to a Secure Retirement Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 2, Moving Forward Act (municipal finance provisions); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act; S. 2866 - Rural Broadband Financing Flexibility Act; H.R. 7857 - Connect America Now (CAN) Act; S. 4129 - LOCAL Infrastructure Act; H.R. 8696 - Securing a Strong Retirement Act of 2020.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 6800, The Heroes Act (retirement and savings provisions); H.R. 2, Moving Forward Act (municipal finance provisions); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act; S. 2866 - Rural Broadband Financing Flexibility Act; H.R. 7857 - Connect America Now (CAN) Act; S. 4129 - LOCAL Infrastructure Act.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 748 - CARES Act; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds, U.S House, U.S. Senate.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; H.R. 748 CARES Act.
Wall Street Tax Act of 2019
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 748 - CARES Act; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 6800, The Heroes Act (retirement and savings provisions); H.R. 2, Moving Forward Act (municipal finance provisions); LOCAL Infrastructure Act (Wicker Advance Refunding); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act.
2023 · second_quarter · 2A
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2023 · second_quarter · Q2
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1177 and S. 427 - the Financial Freedom Act of 2023.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2023 · first_quarter · Q1
PTE Changes; Open Brokerage Window; Enhancing American Retirement Now (EARN) Act; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule;; S 427/H.R. 1177, Financial Freedom Act of 2023.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2022 · fourth_quarter · Q4
S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2022 · third_quarter · Q3
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; PTE Changes - House; Open Brokerage Window - House; Enhancing American Retirement Now (EARN) Act.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2022 · second_quarter · Q2
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 4147 - Financial Freedom Act of 2022; DOL Independent Contractor - House; PTE Changes - House; Open Brokerage Window - House.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2022 · first_quarter · 1A
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2022 · first_quarter · Q1
Tax incentives for retirement savings; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2021 · fourth_quarter · 4A
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2021 · fourth_quarter · Q4
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 5376 - Build Back Better Act of 2021.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2021 · third_quarter · Q3
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package.
United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; Budget Reconciliation Package; Modernization of Derivatives Tax Act; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2021 · second_quarter · Q2
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; ESG Investing relating to retirement accounts; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); Public Law 116-136 - CARES Act (retirement and savings provisions); S. 479, the LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; H.R. 3684 - INVEST in America Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2977 - Connect America Now (CAN) Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2021 · first_quarter · Q1
H.R. 1516/S.647 (116th Cong.) - Wall Street Tax Act of 2019; United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 (116th Cong.) - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995 (116th Cong.) - the Remote and Mobile Worker Relief Act of 2020; H.R. 2 (116th Cong.) - Moving Forward Act (municipal finance provisions); S. 4203 (116th Cong.) - American Infrastructure Bond Act; Public Law 116-136 - CARES Act (retirement and savings provisions); S. 2866 (116th Cong.) - Rural Broadband Financing Flexibility Act; H.R. 7857 (116th Cong.) - Connect America Now (CAN) Act; S. 479, the LOCAL Infrastructure Act; H.R. 2288, a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. ______ - Investing in Our Communities Act; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2020 · fourth_quarter · Q4
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 2, Moving Forward Act (municipal finance provisions); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act; S. 2866 - Rural Broadband Financing Flexibility Act; H.R. 7857 - Connect America Now (CAN) Act; S. 4129 - LOCAL Infrastructure Act; H.R. 8696 - Securing a Strong Retirement Act of 2020.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2020 · third_quarter · Q3
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 6800, The Heroes Act (retirement and savings provisions); H.R. 2, Moving Forward Act (municipal finance provisions); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act; S. 2866 - Rural Broadband Financing Flexibility Act; H.R. 7857 - Connect America Now (CAN) Act; S. 4129 - LOCAL Infrastructure Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2020 · second_quarter · Q2
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 748 - CARES Act; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds; S. 3995, the Remote and Mobile Worker Relief Act of 2020; H.R. 6800, The Heroes Act (retirement and savings provisions); H.R. 2, Moving Forward Act (municipal finance provisions); LOCAL Infrastructure Act (Wicker Advance Refunding); S. 4203, American Infrastructure Bond Act; Public Law 116-136, CARES Act (retirement and savings provisions); S. 1431, Retirement Security and Savings Act of 2019 (various retirement and savings provisions); S. 1428/H.R. 6276, Retirement Parity for Student Loans Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2020 · first_quarter · Q1
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act); H.R. 748 - CARES Act; H.R. 3967 - Municipal Bond Market Support Act of 2019; Proposals to expand Private Activity Bonds, U.S House, U.S. Senate.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2019 · fourth_quarter · Q4
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2019 · third_quarter · 3A
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Tax reform legislation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Mark-to-market tax proposal (Senate); Downward attribution rule; Treaty Doc. 111-8, Luxembourg Tax Treaty; Treaty Doc. 112-1, Swiss Tax Treaty; Treaty Doc. 113-4, Spain Tax Treaty; Treaty Doc. 114-1, Japan Tax Treaty; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2019 · third_quarter · Q3
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Tax reform legislation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Mark-to-market tax proposal (Senate); Downward attribution rule; Treaty Doc. 111-8, Luxembourg Tax Treaty; Treaty Doc. 112-1, Swiss Tax Treaty; Treaty Doc. 113-4, Spain Tax Treaty; Treaty Doc. 114-1, Japan Tax Treaty; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2019 · second_quarter · Q2
H.R. 1516 (Wall Street Tax Act of 2019); H.R. 2772 (Investing in Our Communities Act); S. 647 (Wall Street Tax Act of 2019); United States individual and business taxation; Tax reform legislation; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Mark-to-market tax proposal (Senate); Downward attribution rule; Treaty Doc. 111-8, Luxembourg Tax Treaty; Treaty Doc. 112-1, Swiss Tax Treaty; Treaty Doc. 113-4, Spain Tax Treaty; Treaty Doc. 114-1, Japan Tax Treaty; Issues related to taxation of ownership of securities and securities transactions; Technical correction related to the repeal of Section 958(b)(4) in P.L. 115-97 (Tax Cuts and Jobs Act).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2019 · first_quarter · Q1
H.R. 1516 (Wall Street Tax Act of 2019); S. 647 (Wall Street Tax Act of 2019); Tax treatment of capital gains and dividends; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97; Tax Incentives to preserve interest deduction related to municipal bonds; Tax Incentives to reinstate advance refunding bonds; Tax Incentives to provide for direct pay municipal bonds; Issues relating to IRS Rev. Proc. 2018-54: Deemed issuers, diversification requirements for variable contracts.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · fourth_quarter · 4A
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · fourth_quarter · 4A
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · fourth_quarter · Q4
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · third_quarter · Q3
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · second_quarter · Q2
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations implementing IRC Sec. 1446(f), IRC Sec. 199(a), IRC Sec. 59A, and IRC Sec. 951A; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97 (Tax Cuts and Jobs Act); Regulations implementing IRC Sec. 451(a), IRC Sec. 163(j), IRC Sec. 512, IRC Sec. 904, and IRC Sec. 958(b) as modified by P.L. 115-97; International tax reform.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2018 · first_quarter · Q1
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify or eliminate the Sec. 103 exclusion for interest on state and local debt; Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97 (Tax Cuts and Jobs Act); International tax reform.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2017 · fourth_quarter · Q4
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3758 (Senior Safe Act of 2017); H.R. 3857 (PASS Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 223 (Senior$afe Act of 2017); S. 1321 (Affordable Retirement Advice Protection Act); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; GOP Tax Reform blueprint.
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); S. 1 (An original bill to provide for reconciliation pursuant to title II of the concurrent resolution on the budget for fiscal year 2018); S. 1005 (Modernization of Derivatives Tax Act of 2017); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; International tax reform; United States individual and business taxation; Issues related to proposals to impose an asset tax on financial institutions; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform Blueprint; House proposal for a destination based cash flow tax; House proposal to limit the section 162 deduction for interest expense; House proposal for a deemed repatriation tax; Proposals to modify or eliminate the Sec. 103 exclusion for interest on state and local debt; Proposals to modify tax incentives for retirement savings and investment; State and local bond exclusion; Infrastructure tax; Trump administration tax proposals; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2017 · third_quarter · Q3
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3758 (Senior Safe Act of 2017); H.R. 3857 (PASS Act of 2017); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 223 (Senior$afe Act of 2017); S. 1321 (Affordable Retirement Advice Protection Act); H.J. Res.66 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); H.J. Res.67 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); S.J. Res.32 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); S.J. Res.33 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; GOP Tax Reform blueprint.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2017 · second_quarter · Q2
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 223 (Senior$afe Act of 2017); S. 1321 (Affordable Retirement Advice Protection Act); H.J. Res.66 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); H.J. Res.67 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); S.J. Res.32 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); S.J. Res.33 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; GOP Tax Reform blueprint.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2017 · first_quarter · Q1
Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; Tax issues related to standardization of credit default swaps and derivatives transactions; Tax treatment of capital gains and dividends; Tax classification of independent contractors; International tax reform; United States individual and business taxation; Issues related to proposals to impose an asset tax on financial institutions; Tax Reform Legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform Blueprint; Reed proposal to reform taxation of financial products; House proposal for a destination based cash flow tax; House proposal to limit the section 162 deduction for interest expense; House proposal for a deemed repatriation tax; Proposals to modify or eliminate the Sec. 103 exclusion for interest on state and local debt; Proposals to modify tax incentives for retirement savings and investment; State and local bond exclusion; Infrastructure tax.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2016 · fourth_quarter · Q4
H.R. 915 (Voices for Veterans Act); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 4377 (American Business Competitiveness Act of 2015); H.R. 5592 (Derivatives Oversight and Taxpayer Protection Act); S. 161 (Paying a Fair Share Act of 2015); S. 922 (Corporate Tax Dodging Prevention Act); S. 2252 (Fair Playing Field Act of 2015); S. 3118 (Derivatives Oversight and Taxpayer Protection Act); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Financial Fee (Bank tax); Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT); Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Achieving a Better Life Experience (ABLE) Act implementation; IRS regulations on dividend equivalents under Section 871(m); U.S. Treasury participation in Organisation for Economic Co-operation and Development discussions regarding deductibility of interest for financial firms; Treasury regulations under Internal Revenue Code Section 385; Modernization of Derivatives Tax Act (MODA); Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform blueprint; Simplifying American Tax System (SAT); Tax exemptions for municipal bonds.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2016 · third_quarter · Q3
H.R. 557 (Retirement Security Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
H.R. 915 (Voices for Veterans Act); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 4377 (American Business Competitiveness Act of 2015); H.R. 5592 (Derivatives Oversight and Taxpayer Protection Act); S. 161 (Paying a Fair Share Act of 2015); S. 922 (Corporate Tax Dodging Prevention Act); S. 1186 (Move America Act of 2015); S. 2252 (Fair Playing Field Act of 2015); S. 3118 (Derivatives Oversight and Taxpayer Protection Act); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Financial Fee (Bank tax); Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Draft legislation to prevent identity theft and tax refund fraud (Form 1099 accelerated filing dates); Achieving a Better Life Experience (ABLE) Act implementation; IRS regulations on dividend equivalents under Section 871(m); U.S. Treasury participation in Organisation for Economic Co-operation and Development discussions regarding deductibility of interest for financial firms; Tax treatment of municipal bond interest; Treasury regulations under Internal Revenue Code Section 385; Modernization of Derivatives Tax Act (MODA); Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform blueprint; Simplifying American Tax System (SAT).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2016 · second_quarter · Q2
H.R. 915 (Voices for Veterans Act); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S. 922 (Corporate Tax Dodging Prevention Act); S. 1186 (Move America Act of 2015); S. 2252 (Fair Playing Field Act of 2015); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Draft legislation to prevent identity theft and tax refund fraud (Form 1099 accelerated filing dates); Achieving a Better Life Experience (ABLE) Act implementation; IRS regulations on dividend equivalents under Section 871(m); U.S. Treasury participation in Organisation for Economic Co-operation and Development discussions regarding deductibility of interest for financial firms; Tax treatment of municipal bond interest; Treasury regulations under Internal Revenue Code Section 385; Modernization of Derivatives Tax Act (MODA); Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2016 · first_quarter · Q1
H.R. 915 (Voices for Veterans Act); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 2483 (Independent Contractor Tax Fairness and Simplification Act of 2015); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S. 351 (Mortgage Debt Tax Relief Act); S. 922 (Corporate Tax Dodging Prevention Act); S. 1186 (Move America Act of 2015); S. 2252 (Fair Playing Field Act of 2015); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Draft legislation to prevent identity theft and tax refund fraud (Form 1099 accelerated filing dates); Achieving a Better Life Experience (ABLE) Act implementation; IRS regulations on dividend equivalents under Section 871(m); U.S. Treasury participation in Organisation for Economic Co-operation and Development discussions regarding deductibility of interest for financial firms; Tax treatment of municipal bond interest.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2015 · fourth_quarter · Q4
H.R. 915 (Voices for Veterans Act); H.R. 961 (To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income); H.R. 1002 (Mortgage Forgiveness Tax Relief Act of 2015); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 1430 (Permanent CFC Look-Through Act of 2015); H.R. 2029 (Consolidated Appropriations Act, 2016); H.R. 2128 (Real Estate Investment and Jobs Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 2483 (Independent Contractor Tax Fairness and Simplification Act of 2015); H.R. 3832 (Stolen Identify Refund Fraud Prevention Act of 2015); H.R. 3856 (Information Reporting Simplification Act of 2015); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S. 351 (Mortgage Debt Tax Relief Act); S. 915 (Real Estate Investment and Jobs Act of 2015); S. 922 (Corporate Tax Dodging Prevention Act); S. 1186 (Move America Act of 2015); S.2252 (Fair Playing Field Act of 2015); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Draft legislation to prevent identity theft and tax refund fraud (Form 1099 accelerated filing dates); IRS notice 2015-47 (Listing Notice - Basket Option Contracts); IRS notice 2015-48 (Transaction of Interest - Basket Contracts); Achieving a Better Life Experience (ABLE) Act implementation; Protecting Americans from Tax Hikes (PATH) Act; IRS regulations on dividend equivalents under Section 871(m).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2015 · third_quarter · Q3
H.R. 915 (Voices for Veterans Act); H.R. 961 (To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 1430 (Permanent CFC Look-Through Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 2483 (Independent Contractor Tax Fairness and Simplification Act of 2015); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S. 922 (Corporate Tax Dodging Prevention Act); S. 1186 (Move America Act of 2015); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability or risk fee of FDIC assessments; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Draft legislation to prevent identity theft and tax refund fraud (Form 1099 accelerated filing dates); IRS notice 2015-47 (Listing Notice - Basket Option Contracts); IRS notice 2015-48 (Transaction of Interest - Basket Contracts).
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2015 · second_quarter · Q2
H.R. 915 (Voices for Veterans Act); H.R. 961 (To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income); H.R. 1295 (Trade Preferences Extension Act of 2015); H.R. 1430 (Permanent CFC Look-Through Act of 2015); H.R. 2229 (Municipal Bond Market Support Act of 2015); H.R. 2483 (Independent Contractor Tax Fairness and Simplification Act of 2015); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S. 922 (Corporate Tax Dodging Prevention Act); S.1186 (Move America Act of 2015); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Municipal Advisor Regulation; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2015 · first_quarter · Q1
H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Facilitation of e-delivery of retirement plan information; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
H.R. 961 (To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income); H.R. 1430 (Permanent CFC Look-Through Act of 2015); H.Res.189 (Providing for consideration of the bill (H.R. 650) to amend the Truth in Lending Act to modify the definitions of a mortgage originator and a high-cost mortgage, providing for consideration of the bill (H.R. 685) to amend the Truth in Lending Act to improve upon the definitions provided for points and fees in connection with a mortgage transaction, and providing for the adoption of the concurrent resolution (S. Con. Res. 11) setting forth the congressional budget for the United States Government for fiscal year 2016 and setting forth the appropriate budgetary levels for fiscal years 2017 through 2025); S. 161 (Paying a Fair Share Act of 2015); S. 174 (Stop Tax Haven Abuse Act); S.Con.Res11(An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2016 and setting forth the appropriate budgetary levels for fiscal years 2017 through 2025); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Municipal Advisor Regulation; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Tax Reform Legislation; Financial Transaction Tax (FTT). Issues related to extraterritorial application in the U.S. of foreign FTTs and FTT proposals; Issues related to taxation of negative interest payments; Issues related to the taxation of Total Loss Absorbency Capacity (TLAC) securities; Issues related to taxation of securities transactions, including market to market for derivatives; Taxation of cross-border equity swaps.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · first_quarter · 1A
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); S. 606 (SEAL Act); House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013); H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1217 (Housing Finance Reform and Taxpayer Protection Act of 2013); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · fourth_quarter · Q4
H.R. 1 (Tax Reform Legislation); H.R. 647 (ABLE Act of 2014); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013);H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013); H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); H.R. 5771 (To amend the Internal Revenue Code of 1986 to extend certain expiring provisions and make technical corrections, to amend the Internal Revenue Code of 1986 to provide for the tax treatment of ABLE accounts established under State programs for the care of family members with disabilities, and for other purposes); S. 313 (ABLE Act of 2014); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Preserving America's Transit and Highways ("PATH") Act; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Negative interest.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · second_quarter · 2A
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); H.R. 4619 (Permanent IRA Charitable Contribution Act of 2014);S. 606 (SEAL Act); House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement); Stretch IRA in Highway Trust Fund legislation; Sen. Rubio's retirement proposals (draft).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Highway Trust Fund legislation; Preserving America's Transit and Highways ("PATH") Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · first_quarter · 1A
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); S. 606 (SEAL Act);House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1217 (Housing Finance Reform and Taxpayer Protection Act of 2013); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · third_quarter · Q3
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); H.R. 4619 (Permanent IRA Charitable Contribution Act of 2014);S. 606 (SEAL Act); House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement); Stretch IRA in Highway Trust Fund legislation; Sen. Rubio's retirement proposals (draft).
H.R. 1 (Tax Reform Legislation); H.R. 647 (ABLE Act of 2013); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013);H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013); H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); S. 313 (ABLE Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Highway Trust Fund legislation; Preserving America's Transit and Highways ("PATH") Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · second_quarter · Q2
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); H.R. 4619 (Permanent IRA Charitable Contribution Act of 2014);S. 606 (SEAL Act); House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement); Stretch IRA in Highway Trust Fund legislation; Sen. Rubio's retirement proposals (draft).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Highway Trust Fund legislation; Preserving America's Transit and Highways ("PATH") Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · second_quarter · Q2
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); H.R. 4619 (Permanent IRA Charitable Contribution Act of 2014);S. 606 (SEAL Act); House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement); Stretch IRA in Highway Trust Fund legislation; Sen. Rubio's retirement proposals (draft).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Highway Trust Fund legislation; Preserving America's Transit and Highways ("PATH") Act.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · first_quarter · 1A
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); S. 606 (SEAL Act);House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1217 (Housing Finance Reform and Taxpayer Protection Act of 2013); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2014 · first_quarter · Q1
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1217 (Housing Finance Reform and Taxpayer Protection Act of 2013); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2013 · fourth_quarter · Q4
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); S. 606 (SEAL Act);House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement).
H.R. 1 (Tax Reform Legislation); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013); H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013);H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Proposals; Tax issues related to standardization of credit default swaps; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); ESG Investing relating to retirement accounts; S. ______ - Retirement Security and Savings Act; H.R. ___/S.___ - Retirement Parity for Student Loans Act; H.R. ______ - Securing a Strong Retirement Act.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); Tax incentives for retirement savings; SEC Final Regulation Best Interest; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); H.R. 8696 (Securing a Strong Retirement Act of 2020).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice; Department of Labor Proposed proxy advisor rule; Department of Labor proposed ESG rule.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Public Law 116-136, CARES Act; H.R. 4117 (IRA Preservation Act of 2019); H.R.6800 (The Heroes Act); S.1428/H.R.6276 (Retirement Parity for Student Loans Act); S. 1431 (Retirement Security and Savings Act of 2019), various retirement and savings provisions); SECURE Act 2.0, not yet introduced (provisions relating to RMD safe harbor and age increase, employer matching incentives, catch-up contribution increases, and student loan payments); Department of Labor proposed rule on defining plan fiduciaries' duties under ERISA; Department of Labor proposed prohibited transaction exemption on investment advice.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC Final Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; H.R. 748 CARES Act.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1007 (Retirement Enhancement and Savings Act of 2019); H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 972 (Retirement Enhancement and Savings Act (RESA) of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC proposed Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Reporting and withholding tax upon escheatment of IRA assets.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1007 (Retirement Enhancement and Savings Act of 2019); H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 972 (Retirement Enhancement and Savings Act (RESA) of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC proposed Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Reporting and withholding tax upon escheatment of IRA assets.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1007 (Retirement Enhancement and Savings Act of 2019); H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 972 (Retirement Enhancement and Savings Act (RESA) of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC proposed Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Reporting and withholding tax upon escheatment of IRA assets.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1007 (Retirement Enhancement and Savings Act of 2019); H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1876 (Senior Security Act of 2019); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 972 (Retirement Enhancement and Savings Act (RESA) of 2019); S. 1431 (Retirement Security and Savings Act of 2019); S. 1719 (Senior Security Act of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC proposed Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Reporting and withholding tax upon escheatment of IRA assets.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1007 (Retirement Enhancement and Savings Act of 2019); H.R. 1439 (Increase Access to a Secure Retirement Act of 2019); H.R. 1516 (Wall Street Tax Act of 2019); H.R. 1815 (SEC Disclosure Effectiveness Testing Act); H.R. 1907 (Retirement Security for American Workers Act); H.R. 1993 (To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to modify the rules relating to multiple employer plans and pooled employer plans and to modify PBGC premiums for CSEC plans); H.R. 1994 (Setting Every Community up for Retirement Enhancement (SECURE) Act of 2019); S. 647 (Wall Street Tax Act of 2019); S. 972 (Retirement Enhancement and Savings Act (RESA) of 2019); Senior investor protection legislation; Tax incentives for retirement savings; SEC proposed Regulation Best Interest; Senior Investor Report and Hold concept legislation; Electronic delivery of retirement plan documents and disclosures; Retirement Security and Savings Act (not yet introduced); Reporting and withholding tax upon escheatment of IRA assets.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 854 (Retirement Security for American Workers Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3857 (PASS Act of 2017); H.R. 4158 (Retirement Plan Modernization Act); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 4604 (Increasing Access to a Secure Retirement Act of 2017); H.R. 4610 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; SEC proposed Regulation Best Interest.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1 (An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018); H.R. 355 (Protecting American Families' Retirement Advice Act); H.R. 2823 (Affordable Retirement Advice for Savers Act); H.R. 3758 (Senior Safe Act of 2017); H.R. 3857 (PASS Act of 2017); H.R. 4189 (IRA Preservation Act of 2017); H.R. 4523 (Automatic Retirement Plan Act of 2017); H.R. 5282 (Retirement Enhancement and Savings Act of 2018); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 223 (Senior$afe Act of 2017); S. 1321 (Affordable Retirement Advice Protection Act); S. 2526 (Retirement Enhancement and Savings Act of 2018); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; GOP Tax Reform blueprint.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
S. 1005 (Modernization of Derivatives Tax Act of 2017); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; International tax reform; United States individual and business taxation; Issues related to proposals to impose an asset tax on financial institutions; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform Blueprint; House proposal for a destination based cash flow tax; House proposal to limit the section 162 deduction for interest expense; House proposal for a deemed repatriation tax; Proposals to modify or eliminate the Sec. 103 exclusion for interest on state and local debt; Proposals to modify tax incentives for retirement savings and investment; State and local bond exclusion; Infrastructure tax; Trump administration tax proposals; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
S. 1005 (Modernization of Derivatives Tax Act of 2017); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; International tax reform; United States individual and business taxation; Issues related to proposals to impose an asset tax on financial institutions; Tax Reform Legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); A Better Way Forward on Tax Reform Blueprint; House proposal for a destination based cash flow tax; House proposal to limit the section 162 deduction for interest expense; House proposal for a deemed repatriation tax; Proposals to modify or eliminate the Sec. 103 exclusion for interest on state and local debt; Proposals to modify tax incentives for retirement savings and investment; State and local bond exclusion; Infrastructure tax; Trump administration tax proposals; Executive Order 13789 (Presidential Executive Order on Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 355 (Protecting American Families' Retirement Advice Act); S. 178 (Elder Abuse Prevention and Prosecution Act); S. 223 (Senior$afe Act of 2017); H.J. Res.66 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); H.J. Res.67 (Disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); S.J. Res.32 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by States for non-governmental employees); S.J. Res.33 (A joint resolution disapproving the rule submitted by the Department of Labor relating to savings arrangements established by qualified State political subdivisions for non-governmental employees); DOL ERISA Fiduciary Duty Rulemaking; Tax incentives for retirement savings; GOP Tax Reform blueprint.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); S. 3471 (Retirement Enhancement and Savings Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs); Retirement Improvements and Savings Enhancements (RISE) Act discussion draft.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Seniorsafe Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); S. 266 (Retirement Security Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); S. 266 (Retirement Security Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 1 (Tax Reform Act of 2014); H.R. 2374 (Retail Investor Protection Act); H.R. 4619 (Permanent IRA Charitable Contribution Act of 2014); S. 606 (SEAL Act);S. 1270 (SAFE Retirement Act of 2013); DOL ERISA Fiduciary Duty Rulemaking; Tax extenders, IRA charitable rollover provision.
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 2035 (Automatic IRA Act of 2013); H.R. 2117 (Retirement Plan Simplification and Enhancement Act of 2013); H.R. 2374 (Retail Investor Protection Act); S. 606 (SEAL Act);House and Senate Sense of Congress Resolutions on Preserving Retirement Savings Tax Incentives; DOL ERISA Fiduciary Duty Rulemaking; DOL Advisory Opinion 2013-01A (Swaps and pension plans); Partial rollovers; Business Conduct Standards; Tax reform (generally, relating to retirement).
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Filing targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)