• Privacy legislation and use of Social Security numbers Federal Terrorism insurance program Long-term care insurance Insurance industry oversightOptional Federal Charter and Plan Planned fee disclosure
• Tax treatment of long-term care insurance Above-the-line deduction for long-term care Inclusion in cafeteria plans and flexible spending accounts of long-term care insurance Legislation to repeal the estate taxCombination product allowing annuities and life insurance to be used for long-term care Tax treatment of COLI and tax treatment of split dollar Using 401K plans to purchase long-term care STOLI Consolidated returns -- to change the Internal Revenue Code as it relates to sections 1503 and 1504 Treatment of leaseback provision Planned fee disclosure
• Long-term care partnership program HHS implementation of partnership program

Duration: November 1, 2007 to January 1, 2009

General Issues: Insurance, Taxation/Internal Revenue Code, Medicare/Medicaid, Financial Institutions/Investments/Securities, Retirement

Spending: about $200,000 (But it's complicated. Here's why.)

It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.

Agencies lobbied since 2007: House of Representatives, U.S. Senate, Health & Human Services - Dept of (HHS), Y Y U.S. Department of Health and Human Services