Lobbying Relationship

Client

Finseca

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Lobbying firm

Finseca

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  • S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 - Tax Excessive CEO Pay Act of 2021
  • Issuesrelated to life insurance
  • H.R. 1059: SECURE Notarization Act of 2023 H.R. 1165: Data Privacy Act of 2023 Issues related to retirement security Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18) H.R. 2882 - Further Consolidated Appropriations Act, 2024
  • H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023 S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023 H.R.2882 - Further Consolidated Appropriations Act, 2024

Duration: to

General Issues: Taxation/Internal Revenue Code, Insurance, Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace, Retirement

Spending: about $36,387,650 (But it's complicated. Here's why.)

Agencies lobbied since 2008: U.S. Senate, House of Representatives, Labor - Dept of (DOL), Treasury - Dept of, Securities & Exchange Commission (SEC), Office of Management & Budget (OMB), U.S. Senate,, House of Representatives,, Treasury - Dept of,, Internal Revenue Service (IRS)

Bills mentioned

H.R.25: FairTax Act of 2017

Sponsor: Rob Woodall (R-Ga.)

S.18: Fair Tax Act of 2017

Sponsor: Jerry Moran (R-Kan.)

H.R.451: Permanently Repeal the Estate Tax Act of 2017

Sponsor: Robert E. Latta (R-Ohio)

H.R.198: Death Tax Repeal Act of 2017

Sponsor: William M. Thornberry (R-Texas)

H.R.631: Death Tax Repeal Act of 2017

Sponsor: Kristi Noem (R-S.D.)

S.205: Death Tax Repeal Act of 2017

Sponsor: John Thune (R-S.D.)

H.R.1040: Flat Tax Act

Sponsor: Michael C. Burgess (R-Texas)

H.R.29: Tax Code Termination Act

Sponsor: Robert W. Goodlatte (R-Va.)

H.R.1262: To amend the Internal Revenue Code of 1986 to clarify the tax treatment...

Sponsor: Pat Tiberi (R-Ohio)

S.868: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

S.707: Main Street Fairness Act

Sponsor: Susan Collins (R-Maine)

H.R.116: Main Street Fairness Act

Sponsor: Vern Buchanan (R-Fla.)

H.R.78: SEC Regulatory Accountability Act

Sponsor: Ann Wagner (R-Mo.)

H.J.RES.66: Disapproving the rule submitted by the Department of Labor relating to...

Sponsor: Tim Walberg (R-Mich.)

H.J.RES.67: Disapproving the rule submitted by the Department of Labor relating to...

Sponsor: Francis Rooney (R-Fla.)

H.R.25: Fair Tax Act of 2013

Sponsor: Rob Woodall (R-Ga.)

S.122: Fair Tax Act of 2013

Sponsor: Saxby Chambliss (R-Ga.)

H.R.782: Permanently Repeal the Estate Tax Act of 2013

Sponsor: Robert E. Latta (R-Ohio)

H.R.2429: Death Tax Repeal Act of 2013

Sponsor: Kevin Brady (R-Texas)

S.1183: Death Tax Repeal Act of 2013

Sponsor: John Thune (R-S.D.)

H.R.147: Death Tax Repeal Act

Sponsor: William M. Thornberry (R-Texas)

H.R.177: Death Tax Repeal Act

Sponsor: Tim Griffin (R-Ark.)

H.R.766: Paying a Fair Share Act of 2013

Sponsor: David Cicilline (D-R.I.)

S.321: Paying a Fair Share Act of 2013

Sponsor: Sheldon Whitehouse (D-R.I.)

H.R.2117: Retirement Plan Simplification and Enhancement Act of 2013

Sponsor: Richard E. Neal (D-Mass.)

H.R.837: Savings for American Families' Future Act of 2013

Sponsor: Richard E. Neal (D-Mass.)

S.1270: SAFE Retirement Act of 2013

Sponsor: Orrin G. Hatch (R-Utah)

H.CON.RES.25: Establishing the budget for the United States Government for fiscal year...

Sponsor: Paul D. Ryan (R-Wis.)

S.CON.RES.8: An original concurrent resolution setting forth the congressional budget...

Sponsor: Patty Murray (D-Wash.)

S.8: End Wasteful Tax Loopholes Act

Sponsor: Harry Reid (D-Nev.)

S.CON.RES.12: A concurrent resolution expressing the sense of the Congress that our...

Sponsor: Johnny Isakson (R-Ga.)

H.R.1040: Flat Tax Act

Sponsor: Michael C. Burgess (R-Texas)

H.R.352: Tax Code Termination Act

Sponsor: Robert W. Goodlatte (R-Va.)

S.1085: Small Business Tax Certainty and Growth Act of 2013

Sponsor: Susan Collins (R-Maine)

H.R.1618: To amend the Internal Revenue Code of 1986 to increase the dollar...

Sponsor: Michael C. Burgess (R-Texas)

H.R.1: Tax Reform Act of 2014

Sponsor: Dave Camp (R-Mich.)

S.534: National Association of Registered Agents and Brokers Reform Act of 2013

Sponsor: Jon Tester (D-Mont.)

H.R.1064: National Association of Registered Agents and Brokers Reform Act of 2013

Sponsor: Randy Neugebauer (R-Texas)

H.R.1155: National Association of Registered Agents and Brokers Reform Act of 2013

Sponsor: Randy Neugebauer (R-Texas)

H.R.1135: Burdensome Data Collection Relief Act

Sponsor: Bill Huizenga (R-Mich.)

H.R.1062: SEC Regulatory Accountability Act

Sponsor: Scott Garrett (R-N.J.)

H.R.1627: Investment Adviser Examination Improvement Act of 2013

Sponsor: Maxine Waters (D-Calif.)

H.R.2374: Retail Investor Protection Act

Sponsor: Ann Wagner (R-Mo.)

H.R.123: To amend the Internal Revenue Code of 1986 to make certain tax relief...

Sponsor: Phil Gingrey (R-Ga.)

H.R.25: Fair Tax Act of 2011

Sponsor: Rob Woodall (R-Ga.)

H.R.86: End Tax Uncertainty Act of 2011

Sponsor: Michele Bachmann (R-Minn.)

H.R.99: Fair and Simple Tax Act of 2011

Sponsor: David Dreier (R-Calif.)

H.R.143: Permanently Repeal the Estate Tax Act of 2011

Sponsor: Robert E. Latta (R-Ohio)

H.R.390: Family Farm Preservation and Conservation Estate Tax Act

Sponsor: Mike Thompson (D-Calif.)

H.R.696: Tax Relief Certainty Act of 2011

Sponsor: Mike Pence (R-Ind.)

H.R.1259: Death Tax Repeal Permanency Act of 2011

Sponsor: Kevin Brady (R-Texas)

H.R.130: Life Insurance Employee Notification Act

Sponsor: Gene Green (D-Texas)

S.7: Comprehensive and Fair Tax Reform Act

Sponsor: Harry Reid (D-Nev.)

S.3: Fiscal Responsibility and Spending Control Act

Sponsor: Harry Reid (D-Nev.)

S.13: Fair Tax Act of 2011

Sponsor: Saxby Chambliss (R-Ga.)

S.336: Tax Relief Certainty Act of 2011

Sponsor: Jim DeMint (R-S.C.)

S.557: Public Good IRA Rollover Act of 2011

Sponsor: Charles E. Schumer (D-N.Y.)

H.R.4853: To extend the temporary suspension of duty on Methoxycarbonyl-terminated...

Sponsor: Robert E. Andrews (D-N.J.)

H.R.2495: Tax Equity and Middle Class Fairness Act of 2011

Sponsor: John F. Tierney (D-Mass.)

H.R.1757: To make permanent the estate tax provisions enacted as part of the Tax...

Sponsor: Shelley Berkley (D-Nev.)

S.1660: American Jobs Act of 2011

Sponsor: Harry Reid (D-Nev.)

S.627: Budget Control Act of 2011

Sponsor: Patrick J. Leahy (D-Vt.)

S.RES.270: A resolution supporting the goals and ideals of "National Life Insurance...

Sponsor: Ben Nelson (D-Neb.)

H.R.3467: Sensible Estate Tax Act of 2011

Sponsor: Jim McDermott (D-Wash.)

S.2230: Paying a Fair Share Act of 2012

Sponsor: Sheldon Whitehouse (D-R.I.)

H.R.4173: Prevent Iran from Acquiring Nuclear Weapons and Stop War Through...

Sponsor: Barbara Lee (D-Calif.)

H.R.677: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

S.267: Lifetime Income Disclosure Act

Sponsor: Jeff Bingaman (D-N.M.)

H.R.1062: Burdensome Data Collection Relief Act

Sponsor: Nan Hayworth (R-N.Y.)

H.R.2308: SEC Regulatory Accountability Act

Sponsor: Scott Garrett (R-N.J.)

H.R.2434: Financial Services and General Government Appropriations Act, 2012

Sponsor: Jo Ann Emerson (R-Mo.)

H.R.4624: Investment Adviser Oversight Act of 2012

Sponsor: Spencer Bachus (R-Ala.)

H.R.3606: Jumpstart Our Business Startups

Sponsor: Stephen Fincher (R-Tenn.)

H.R.25: FairTax Act of 2015

Sponsor: Rob Woodall (R-Ga.)

S.155: Fair Tax Act of 2015

Sponsor: Jerry Moran (R-Kan.)

H.R.725: Permanently Repeal the Estate Tax Act of 2015

Sponsor: Robert E. Latta (R-Ohio)

H.R.1105: Death Tax Repeal Act of 2015

Sponsor: Kevin Brady (R-Texas)

S.860: Death Tax Repeal Act of 2015

Sponsor: John Thune (R-S.D.)

H.R.173: Death Tax Repeal Act

Sponsor: William M. Thornberry (R-Texas)

H.R.1040: Flat Tax Act

Sponsor: Michael C. Burgess (R-Texas)

H.R.27: Tax Code Termination Act

Sponsor: Robert W. Goodlatte (R-Va.)

H.R.1544: Sensible Estate Tax Act of 2015

Sponsor: Jim McDermott (D-Wash.)

H.R.2096: Promotion and Expansion of Private Employee Ownership Act of 2015

Sponsor: Dave Reichert (R-Wash.)

S.1212: Promotion and Expansion of Private Employee Ownership Act of 2015

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.26: Terrorism Risk Insurance Program Reauthorization Act of 2015

Sponsor: Randy Neugebauer (R-Texas)

H.R.414: Burdensome Data Collection Relief Act

Sponsor: Bill Huizenga (R-Mich.)

H.R.1090: Retail Investor Protection Act

Sponsor: Ann Wagner (R-Mo.)

S.1946: Tax Relief Extension Act of 2015

Sponsor: Orrin G. Hatch (R-Utah)

H.R.5973: To amend the Internal Revenue Code of 1986 to clarify the tax treatment...

Sponsor: Pat Tiberi (R-Ohio)

S.2505: SAVERS Act of 2016

Sponsor: Mark Steven Kirk (R-Ill.)

H.R.4293: Affordable Retirement Advice Protection Act

Sponsor: Phil Roe (R-Tenn.)

H.R.4294: SAVERS Act of 2015

Sponsor: Peter Roskam (R-Ill.)

H.R.2029: Consolidated Appropriations Act, 2016

Sponsor: Charlie Dent (R-Pa.)

H.R.2171: Lifetime Income Disclosure Act

Sponsor: Rush Holt (D-N.J.)

S.1145: Lifetime Income Disclosure Act

Sponsor: Johnny Isakson (R-Ga.)

H.R.4173: Brownfield Redevelopment and Economic Development Innovative Financing...

Sponsor: Janice Hahn (D-Calif.)

H.R.677: Inter-Affiliate Swap Clarification Act

Sponsor: Steve Stivers (R-Ohio)

S.267: Pirate Fishing Elimination Act

Sponsor: John D. Rockefeller IV (D-W.Va.)

H.R.2308: Teaching Children to Save Lives Act of 2013

Sponsor: Lois Capps (D-Calif.)

H.R.2434: Civilian Contractors Engaged in Intelligence Activities Reduction Act of...

Sponsor: Sheila Jackson Lee (D-Texas)

H.R.4624: Fair Debt Collections Practices Clarification Act of 2014

Sponsor: Matt Cartwright (D-Pa.)

H.R.3606: Emigrant Wilderness Historical Use Preservation Act

Sponsor: Tom McClintock (R-Calif.)

H.R.130: Democratizing the Federal Reserve System Act of 2013

Sponsor: Marcy Kaptur (D-Ohio)

H.R.123: Water Advanced Technologies for Efficient Resource Use Act of 2013

Sponsor: Rush Holt (D-N.J.)

H.R.86: Cybersecurity Education Enhancement Act of 2013

Sponsor: Sheila Jackson Lee (D-Texas)

H.R.99: Health Insurance Industry Antitrust Enforcement Act of 2013

Sponsor: John Conyers Jr. (D-Mich.)

H.R.143: Lead By Example Act

Sponsor: Scott Rigell (R-Va.)

H.R.390: National Emergency Centers Establishment Act

Sponsor: Alcee L. Hastings (D-Fla.)

H.R.696: Lyon County Economic Development and Conservation Act

Sponsor: Steven Horsford (D-Nev.)

H.R.1259: Coltsville National Historical Park Act

Sponsor: John B. Larson (D-Conn.)

S.7: Extreme Weather Prevention and Resilience Act

Sponsor: Harry Reid (D-Nev.)

S.3: Strengthen our Schools and Students Act

Sponsor: Harry Reid (D-Nev.)

S.13: Abstinence Education Reallocation Act of 2013

Sponsor: Lindsey Graham (R-S.C.)

S.336: Marketplace Fairness Act of 2013

Sponsor: Michael B. Enzi (R-Wyo.)

H.R.4853: Better Efficiency and Administrative Simplification Act of 2014

Sponsor: Jim Renacci (R-Ohio)

H.R.2495: American Super Computing Leadership Act

Sponsor: Randy Hultgren (R-Ill.)

H.R.1757: Vaccine Safety Study Act

Sponsor: Bill Posey (R-Fla.)

S.1660: SPORT Act

Sponsor: Kay Hagan (D-N.C.)

S.627: Medical Innovation Prize Fund Act

Sponsor: Bernard Sanders (ID-Vt.)

S.RES.270: A resolution supporting the goals and ideals of World Polio Day and...

Sponsor: Mark Steven Kirk (R-Ill.)

H.R.3467: Reciprocal Market Access Act of 2013

Sponsor: Louise M. Slaughter (D-N.Y.)

S.2230: Investing in Student Success Act of 2014

Sponsor: Marco Rubio (R-Fla.)

H.R.4348: Transferring Credits for College Completion Act of 2014

Sponsor: George Miller (D-Calif.)

H.R.4050: Servicemembers Opportunity Act

Sponsor: Denny Heck (D-Wash.)

S.2242: Community Financial Protection Act of 2014

Sponsor: Daniel Coats (R-Ind.)

H.R.4050: Retirement Plan Simplification and Enhancement Act of 2012

Sponsor: Richard E. Neal (D-Mass.)

H.R.16: Sensible Estate Tax Relief Act of 2012

Sponsor: Sander M. Levin (D-Mich.)

S.3393: Middle Class Tax Cut Act

Sponsor: Harry Reid (D-Nev.)

S.3420: Permanent Tax Relief Act

Sponsor: Mike Lee (R-Utah)

S.2242: Death Tax Repeal Permanency Act of 2012

Sponsor: John Thune (R-S.D.)

H.R.8: American Taxpayer Relief Act of 2012

Sponsor: Dave Camp (R-Mich.)

H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover...

Sponsor: Earl Pomeroy (D-N.D.)

H.R.2748: Retirement Security Needs Lifetime Pay Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.436: Certain Estate Tax Relief Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.1250: Public Good IRA Rollover Act of 2009

Sponsor: Earl Pomeroy (D-N.D.)

H.R.1960: Permanent Death Tax Repeal Act of 2009

Sponsor: Joe Pitts (R-Pa.)

H.R.1986: To amend the Internal Revenue Code of 1986 and the Economic Growth and...

Sponsor: Travis W. Childers (D-Miss.)

H.R.2023: Sensible Estate Tax Act of 2009

Sponsor: Jim McDermott (D-Wash.)

H.R.4126: Retirement Fairness Act of 2009

Sponsor: Lloyd Doggett (D-Texas)

H.R.2989: 401(k) Fair Disclosure and Pension Security Act of 2009

Sponsor: George Miller (D-Calif.)

H.R.498: Capital Gains and Estate Tax Relief Act of 2009

Sponsor: Harry E. Mitchell (D-Ariz.)

S.2784: A bill to amend the Internal Revenue Code of 1986 to permanently extend...

Sponsor: Thomas R. Carper (D-Del.)

S.1007: Excessive Pay Capped Deduction Act of 2009

Sponsor: Richard J. Durbin (D-Ill.)

S.651: Compensation Fairness Act of 2009

Sponsor: Max Baucus (D-Mont.)

S.722: Taxpayer Certainty and Relief Act of 2009

Sponsor: Max Baucus (D-Mont.)

S.765: A bill to amend the Internal Revenue Code of 1986 to allow the Secretary...

Sponsor: Ben Nelson (D-Neb.)

S.864: Public Good IRA Rollover Act of 2009

Sponsor: Byron L. Dorgan (D-N.D.)

S.3533: Responsible Estate Tax Act

Sponsor: Bernard Sanders (ID-Vt.)

H.R.3962: Preservation of Access to Care for Medicare Beneficiaries and Pension...

Sponsor: John D. Dingell (D-Mich.)

H.R.5475: Family Farm Estate Tax Relief Act of 2010

Sponsor: Mike Thompson (D-Calif.)

H.R.4213: Unemployment Compensation Extension Act of 2010

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.5486: To amend the Internal Revenue Code of 1986 to provide tax incentives for...

Sponsor: Sander M. Levin (D-Mich.)

H.R.4849: Small Business and Infrastructure Jobs Tax Act of 2010

Sponsor: Sander M. Levin (D-Mich.)

S.3018: Bipartisan Tax Fairness and Simplification Act of 2010

Sponsor: Ron Wyden (D-Ore.)

H.R.3669: Employer-Owned Life Insurance Limitation Act

Sponsor: Luis V. Gutiérrez (D-Ill.)

S.3786: Fair Playing Field Act of 2010

Sponsor: John Kerry (D-Mass.)

H.R.6128: Fair Playing Field Act of 2010

Sponsor: Jim McDermott (D-Wash.)

S.3773: Tax Hike Prevention Act of 2010

Sponsor: Mitch McConnell (R-Ky.)

H.R.4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act...

Sponsor: James L. Oberstar (D-Minn.)

H.R.4173: Dodd-Frank Wall Street Reform and Consumer Protection Act

Sponsor: Barney Frank (D-Mass.)

H.R.1880: National Insurance Consumer Protection Act

Sponsor: Melissa Bean (D-Ill.)

H.R.1988: Conflicted Investment Advice Prohibition Act of 2009

Sponsor: Robert E. Andrews (D-N.J.)

H.R.2609: Insurance Information Act of 2009

Sponsor: Paul E. Kanjorski (D-Pa.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.851: Executive Compensation and Corporate Governance Act of 2009

Sponsor: Gabrielle Giffords (D-Ariz.)

H.R.1586: FAA Air Transportation Modernization and Safety Improvement Act

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.1664: To amend the executive compensation provisions of the Emergency Economic...

Sponsor: Alan Grayson (D-Fla.)

H.R.3269: Corporate and Financial Institution Compensation Fairness Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.857: Limit Executive Compensation Abuse Act

Sponsor: Dennis Moore (D-Kan.)

S.360: Cap Executive Officer Pay Act of 2009

Sponsor: Claire McCaskill (D-Mo.)

S.638: Financial and Economic Literacy Improvement Act of 2009

Sponsor: Patty Murray (D-Wash.)

S.1006: Excessive Pay Shareholder Approval Act

Sponsor: Richard J. Durbin (D-Ill.)

S.1074: Shareholder Bill of Rights Act of 2009

Sponsor: Charles E. Schumer (D-N.Y.)

S.2832: Lifetime Income Disclosure Act

Sponsor: Jeff Bingaman (D-N.M.)

H.R.2554: National Association of Registered Agents and Brokers Reform Act of 2010

Sponsor: David Scott (D-Ga.)

H.R.3200: America's Affordable Health Choices Act of 2009

Sponsor: John D. Dingell (D-Mich.)

H.R.1591: U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq...

Sponsor: David R. Obey (D-Wis.)

H.R.1424: A bill to provide authority for the Federal Government to purchase and...

Sponsor: Patrick J. Kennedy (D-R.I.)

S.819: Public Good IRA Rollover Act of 2007

Sponsor: Byron L. Dorgan (D-N.D.)

H.R.1419: Public Good IRA Rollover Act of 2007

Sponsor: Earl Pomeroy (D-N.D.)

H.R.6499: Sensible Estate Tax Act of 2008

Sponsor: Jim McDermott (D-Wash.)

S.3284: A bill to amend the Internal Revenue Code of 1986 to permanently extend...

Sponsor: Thomas R. Carper (D-Del.)

H.R.3654: SAFE Commission Act

Sponsor: Jim Cooper (D-Tenn.)

S.2063: Bipartisan Task Force for Responsible Fiscal Action Act of 2007

Sponsor: Kent Conrad (D-N.D.)

H.R.5840: Insurance Information Act of 2008

Sponsor: Paul E. Kanjorski (D-Pa.)

H.R.3200: National Insurance Act of 2007

Sponsor: Melissa Bean (D-Ill.)

H.R.5611: National Association of Registered Agents and Brokers Reform Act of 2008

Sponsor: David Scott (D-Ga.)

H.R.6049: Energy Improvement and Extension Act of 2008

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.3185: 401(k) Fair Disclosure for Retirement Security Act of 2007

Sponsor: George Miller (D-Calif.)

H.R.3970: Tax Reduction and Reform Act of 2007

Sponsor: Charles B. Rangel (D-N.Y.)

H.R.4242: Certain and Immediate Estate Tax Relief Act of 2007

Sponsor: Earl Pomeroy (D-N.D.)

S.CON.RES.70: An original concurrent resolution setting forth the congressional budget...

Sponsor: Kent Conrad (D-N.D.)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.5282: Retirement Enhancement and Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

S.2526: Retirement Enhancement and Savings Act of 2018

Sponsor: Orrin G. Hatch (R-Utah)

H.R.6757: Family Savings Act of 2018

Sponsor: Mike Kelly (R-Pa.)

H.R.1994: Setting Every Community Up for Retirement Enhancement Act of 2019

Sponsor: Richard E. Neal (D-Mass.)

H.R.1007: Retirement Enhancement and Savings Act of 2019

Sponsor: Ron Kind (D-Wis.)

H.R.1084: Family Savings Act of 2019

Sponsor: Mike Kelly (R-Pa.)

H.R.1993: Providing Retirement Security to Workers in Small Businesses,...

Sponsor: Ron Kind (D-Wis.)

H.R.1439: Increasing Access to a Secure Retirement Act of 2019

Sponsor: Tim Walberg (R-Mich.)

S.321: Retirement Security Act of 2019

Sponsor: Susan Collins (R-Maine)

S.322: SIMPLE Plan Modernization Act

Sponsor: Susan Collins (R-Maine)

S.541: Portable Benefits for Independent Workers Pilot Program Act

Sponsor: Mark Warner (D-Va.)

S.309: For the 99.8 Percent Act

Sponsor: Bernard Sanders (ID-Vt.)

H.R.521: Permanently Repeal the Estate Tax Act of 2019

Sponsor: Robert E. Latta (R-Ohio)

H.R.281: Ensuring Diverse Leadership Act of 2019

Sponsor: Joyce Beatty (D-Ohio)

S.215: Death Tax Repeal Act of 2019

Sponsor: John Thune (R-S.D.)

H.R.651: Charitable Giving Tax Deduction Act

Sponsor: Christopher H. Smith (R-N.J.)

H.R.216: Main Street Tax Certainty Act

Sponsor: Jason Smith (R-Mo.)

H.R.1832: Insurance Fairness for First Responders Act of 2019

Sponsor: Chris Pappas (D-N.H.)

H.R.1815: SEC Disclosure Effectiveness Testing Act

Sponsor: Sean Casten (D-Ill.)

S.1431: Retirement Security and Savings Act of 2019

Sponsor: Rob Portman (R-Ohio)

S.972: Retirement Enhancement and Savings Act of 2019

Sponsor: Charles E. Grassley (R-Iowa)

S.1149: Main Street Tax Certainty Act

Sponsor: Steve Daines (R-Mont.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

S.3548: CARES Act

Sponsor: Mitch McConnell (R-Ky.)

H.R.266: Paycheck Protection Program and Health Care Enhancement Act

Sponsor: Betty McCollum (D-Minn.)

H.R.7010: Paycheck Protection Program Flexibility Act of 2020

Sponsor: Dean Phillips (D-Minn.)

S.4116: A bill to extend the authority for commitments for the paycheck...

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2474: Protecting the Right to Organize Act of 2019

Sponsor: Robert C. Scott (D-Va.)

H.R.8337: Continuing Appropriations Act, 2021 and Other Extensions Act

Sponsor: Nita M. Lowey (D-N.Y.)

H.R.8696: Securing a Strong Retirement Act of 2020

Sponsor: Richard E. Neal (D-Mass.)

S.3612: Small Business Expense Protection Act of 2020

Sponsor: John Cornyn (R-Texas)

S.994: For the 99.5 Percent Act

Sponsor: Bernard Sanders (ID-Vt.)

H.R.2576: For the 99.5 Percent Act

Sponsor: Jimmy Gomez (D-Calif.)

S.547: Butch Lewis Emergency Pension Plan Relief Act of 2021

Sponsor: Sherrod Brown (D-Ohio)

H.R.409: Emergency Pension Plan Relief Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

H.R.822: Permanently Repeal the Estate Tax Act of 2021

Sponsor: Robert E. Latta (R-Ohio)

S.617: Death Tax Repeal Act of 2021

Sponsor: John Thune (R-S.D.)

H.R.1319: American Rescue Plan Act of 2021

Sponsor: John Yarmuth (D-Ky.)

H.R.842: Protecting the Right to Organize Act of 2021

Sponsor: Robert C. Scott (D-Va.)

S.420: Protecting the Right to Organize Act of 2021

Sponsor: Patty Murray (D-Wash.)

H.R.2286: To amend the Internal Revenue Code of 1986 to treat property transferred...

Sponsor: Bill Pascrell Jr. (D-N.J.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

S.CON.RES.14: A concurrent resolution setting forth the congressional budget for the...

Sponsor: Bernard Sanders (ID-Vt.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

S.3198: Registration for Index-Linked Annuities Act

Sponsor: Tina Smith (D-Minn.)

H.R.4865: Registration for Index-Linked Annuities Act

Sponsor: Alma Adams (D-N.C.)

H.R.5525: ENABLERS Act

Sponsor: Tom Malinowski (D-N.J.)

H.R.8152: American Data Privacy and Protection Act

Sponsor: Frank Pallone (D-N.J.)

H.R.2617: Consolidated Appropriations Act, 2023

Sponsor: Gerald E. Connolly (D-Va.)

S.1108: Death Tax Repeal Act of 2023

Sponsor: John Thune (R-S.D.)

H.R.338: Permanently Repeal the Estate Tax Act of 2023

Sponsor: Robert E. Latta (R-Ohio)

H.R.976: TCJA Permanency Act

Sponsor: Vern Buchanan (R-Fla.)

H.R.108: Small Business Prosperity Act of 2023

Sponsor: Andy Biggs (R-Ariz.)

H.R.1059: SECURE Notarization Act of 2023

Sponsor: Kelly Armstrong (R-N.D.)

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.20: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Robert C. Scott (D-Va.)

S.567: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Bernard Sanders (ID-Vt.)

H.R.2576: To amend the Securities Act of 1933 to expand the research report...

Sponsor: Roger Williams (R-Texas)

S.1178: For the 99.5 Percent Act

Sponsor: Bernard Sanders (ID-Vt.)

S.CON.RES.14: A concurrent resolution expressing the sense of Congress supporting the...

Sponsor: Tom Cotton (R-Ark.)

S.1706: Main Street Tax Certainty Act

Sponsor: Steve Daines (R-Mont.)

H.R.4721: Main Street Tax Certainty Act

Sponsor: Lloyd Smucker (R-Pa.)

S.794: CTPAT Pilot Program Act of 2023

Sponsor: John Cornyn (R-Texas)

H.R.2882: Further Consolidated Appropriations Act, 2024

Sponsor: Juan Ciscomani (R-Ariz.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
David Stertzer CEO
Marc Cadin COO Senior VP of Government Affairs Senior VP Legislative Affairs CEO
Chris Morton Senior VP of Government Affairs VP of Legislative Affairs VP Legislative Affairs Executive VP of Government Affairs & Business Strategy
Justin Brown Director Legislative Affairs
Armstrong Robinson Chief Advocacy Officer
Christopher Morton Staff Assistant, Sen. Baucus; LD, Rep. Collins Policy Advisor, Federal Housing Finance Board
Sarah Spear Director Policy and Public Affairs
Karla Kirk Assistant VP Political Finance
Josh Caron VP of Legislative Affairs
Alex Cisneros Director of Public Policy
David Hollingsworth n/a
DAVID J. STERTZER n/a
MARC R. CADIN n/a
TOM KORB n/a
JANA BARRESI n/a
CHRIS QUINN n/a
Michael Gleeson n/a
Anthony Raglani n/a
Davidony Stertzer n/a
Sarah Sands n/a
Mark Valentini n/a
Erik Ruselowski n/a
Brendan Gleason n/a
Jennifer Fox n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Registration
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Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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