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Reported covered position: Senior Legislative Assistant, Senate Judiciary Committee
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
H.R. 5376, the Build Back Better Act, provisions related to ​Paid Family Medical Leave (PFML).
H.R. 5376, the Build Back Better Act, provisions related to international tax reform; issues related to minimum book tax and wash sale proposals.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2022 · first_quarter · 1A
Issues related to Paid Family Medical Leave (PFML), House Ways and Means Committee Build Back Better PFML proposal. Issues related to S&P insurance methodology.
Issues related to Build Back Better tax provisions (minimum book tax and wash sale proposals). Issues related to international tax reform (House Ways and Means Committee Build Back Better proposal). Issues related to paid family medical leave; tax credit. Issues related to extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
Source: Senate LDA
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Paid Family Medical Leave
Enhancing Credit Opportunities in Rural America Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
Enhancing Credit Opportunities in Rural America Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
Enhancing Credit Opportunities in Rural America Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact. Follow up to enacted reforms and impact - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97). - CARES act (NOLs and ordinary treatment of bonds)
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97). - CARES act (NOLs and ordinary treatment of bonds)
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact. Follow up to enacted reforms and impact - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Chaco Cultural Heritage Area Protection Act of 2019
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: METLIFE GROUP, INC. · Firm: METLIFE GROUP, INC.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2022 · first_quarter · Q1
Issues related to Paid Family Medical Leave (PFML), House Ways and Means Committee Build Back Better PFML proposal. Issues related to S&P insurance methodology.
Issues related to Build Back Better tax provisions (minimum book tax and wash sale proposals). Issues related to international tax reform (House Ways and Means Committee Build Back Better proposal). Issues related to paid family medical leave; tax credit. Issues related to extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2021 · fourth_quarter · Q4
H.R. 5376, the Build Back Better Act, provisions related to international tax reform; issues related to minimum book tax and wash sale proposals.
H.R. 5376, the Build Back Better Act, provisions related to ​Paid Family Medical Leave (PFML).
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2021 · third_quarter · Q3
Draft legislation impacting LIBOR contracts
​Issues related to ​Paid Family Medical Leave (PFML), House Ways and Means Committee Build Back Better PFML proposal
​​- Medicare expansion; issues related to dental/vision in Medicare. - Permanent or reauthorization of VADIP - Veteran's Affairs dental insurance pilot program
- Issues related to retirement security expansion/reforms; emergency savings - Issues related to retirement market expansion including mandated auto-IRAs, 401k and enrollment
- Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Promote options for private sector involvement in infrastructure (American Infrastructure Bond Act, draft provisions in House Ways and Means Build Back Better proposal) - ​Issues related to international tax reform (House Ways and Means Committee Build Back Better proposal) - ​​Issues related to 2017 tax reform treatment of life insurance reserves and deferred acquisitions costs
- Issues related to data security, cybersecurity and data breach notification reporting. ​​- Issues related to data rules and privacy policy.
Filing targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2021 · second_quarter · Q2
Promote options for private sector involvement in infrastructure
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Draft legislation impacting LIBOR contracts
Paid Family Medical Leave
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2021 · first_quarter · Q1
- Issues related to reauthorization and reform of the National Flood Insurance Program. - ​Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act, HEROES Act, America Rescue Plan): Paid leave, health care, small business support and retirement program relief. - Issues related to Medicare expansion, coordination.
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Draft legislation impacting LIBOR contracts
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · fourth_quarter · 4A
- Paid leave and wage law issues for part time and full time workers
- Promote options for private sector involvement in infrastructure
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act, HEROES Act): Paid leave, health care, small business support and retirement program relief.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · fourth_quarter · Q4
- Promote options for private sector involvement in infrastructure
- Paid leave and wage law issues for part time and full time workers
- Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · third_quarter · Q3
- Tax treaties, Sanctions, Foreign Policy, Bilateral commercial relationships, local commercial practices, Insurance regulatory education, EMEA, Asia, LatAm
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
- Promote options for private sector involvement in infrastructure.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · second_quarter · 2A
- Promote options for private sector involvement in infrastructure.
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements. - Issues related to commercial real estate financing
- Issues related to cybersecurity and data breach protections, coordination.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · second_quarter · Q2
- Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
- Promote options for private sector involvement in infrastructure.
- Issues related to cybersecurity and data breach protections, coordination.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2020 · first_quarter · Q1
- Promote options for private sector involvement in infrastructure.
- Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements.
- International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97). - CARES act (NOLs and ordinary treatment of bonds)
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · fourth_quarter · 4A
- Issues related to Cadillac Tax and Health Insurance tax. - Issues related to reauthorization and reform of the National Flood Insurance Program. - Insurance Standards Act -- state based regulation requirements / international capital standards. - CMS- Medicare Secondary Payer issues -- streamlining data reporting, PAID and SPARC Acts. - Reauthorization of Terrorism Risk Insurance Act (TRIA).
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · fourth_quarter · Q4
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation). - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97).
- Issues related to Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act. - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite). - Issues related to Stretch IRA provision as possible use new retirement package.
METLIFE GROUP, INC. via METLIFE GROUP, INC.
2019 · third_quarter · Q3
- Paid family medical leave; tax credit.Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97) - Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact.. Follow up to enacted reforms and impact. - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
- Issues pertaining to the FSOC dedesignation process;to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements. - The International Insurance Capital Standards Accountability Act -- all provisions, Senate activity on international capital standards
- Promote options for private sector involvement in infrastructure
- International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations. - Paid Family Medical Leave
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to commercial real estate financing - Draft legislation impacting LIBOR contracts
- Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act, HEROES Act): Paid leave, health care, small business support and retirement program relief.
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to commercial real estate financing - Draft legislation impacting LIBOR contracts
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions. - India-U.S. trade relations and life insurance equity cap.
- Issues pertaining to the FSOC de-designation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements - The International Insurance Capital Standards Accountability Act -- all provisions Senate activity on international capital standards - Issues related to commercial real estate financing
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts. - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act): Paid leave, health care, small business support and retirement program relief.
- Business Tax Reform; (H.R. 1, Tax Cut and Jobs Act of 2017) general corporate reforms, corporate integration proposal, investment reforms, retirement reforms and insurance specific reforms to Subchapter LFollow up to enacted reforms and impact. Follow up to enacted reforms and impact - International tax reform (H.R. 1, Tax Cuts and Jobs Act of 2017) issues flowing from interpretation, congressional intent and Treasury guidance including the Global Intangible Low Tax Income (GILTI) regulations - Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts. - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act): Paid leave, health care, small business support and retirement program relief.
- Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
- Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements. - Issues related to commercial real estate financing
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts. - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act): Paid leave, health care, small business support and retirement program relief.
- Issues related to agricultural mortgage loans; H.R. 1872, S. 1641
- Two provisions of proactive company tax reforms; life/non-life consolidation, ordinary treatment of bonds. Advocated for introduction in House of Representatives (H.R. 2181. life, non-life consolidation) - Draft legislation (Sen. Wyden) to address derivatives taxation; specific provision to provide ordinary tax character treatment of bonds. - Paid family medical leave; tax credit. Extension/permanence of Fischer tax credit -- Internal Revenue Codesect. 45S of TCJA (P.L. 115-97)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues related to reauthorization and reform of the National Flood Insurance Program. - CMS- Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts. - Issues related to COVID-19 legislation (Families First Coronavirus Response Act, CARES Act): Paid leave, health care, small business support and retirement program relief.
- Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes. - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements.
- Issues related to Lifetime income Disclosure Act lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts. - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act. or Setting Every Community Up for Retirement Enhancement Act. - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite). - Issues related to Stretch IRA provision as possible use new retirement package.
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- Issues pertaining to the FSOC dedesignation process; to improve the transparency of the Financial Stability Oversight Council, to improve the SIFI designation process, and for other purposes. - Issues related to FSOC reforms and activity surrounding transparency of US regulators in international insurance agreements.
- Issues related to Cadillac Tax and Health Insurance tax. - Issues related to reauthorization and reform of the National Flood Insurance Program. - Insurance Standards Act -- state based regulation requirements / international capital standards. - CMS- Medicare Secondary Payer issues -- streamlining data reporting, PAID and SPARC Acts. - Reauthorization of Terrorism Risk Insurance Act (TRIA).
- USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA. - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government. - Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions.
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
- Bilateral agreement between the United States and Japan on digital trade, cross border data, data localization. Urging more comprehensive agreement to include market access, regulatory transparency provisions. - USMCA, NAFTA Modernization and bilateral relationship with Mexico, government procurement, cross border data, data localizationand ISDS. Enactment of USMCA - Encourage U.S. Government to include Lifting of Foreign Equity Caps on life insurers as part of US negotiating objectives with Chinese government
- Issues related to SEC establishing a best interest standard for consumers under sec 913 of DFA.Department of Labor rule expectationsto expand definition of who qualifies as a fiduciary. - Issues related to reintroduction of Lifetime income Disclosure Act -- lifetime income illustrations. - Issues related to open multiple employer plans, safe harbor for annuity plan selection and lifetime income disclosure concepts - Issues related to Senate/House comprehensive retirement package -- Retirement Enhancement Savings Act or Setting Every Community Up for Retirement Enhancement Act - Multi-employer pension plan solutions discussions (including MEPRA, PPA reforms, hybrid composite) - issues related to Stretch IRA provision as possible use new retirement package
- Issues related to Cadillac Tax and Health Insurance tax - Issues related to reauthorization and reform of the National Flood Insurance Program. - Insurance Standards Act in House -- state based regulationrequirements/international capital standards - CMS - Medicare Secondary Payer issues- streamlining data reporting, PAID and SPARC Acts - Reauthorization of Terrorism Risk Insurance Act (TRIA)
Filing targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)