Lobbying Relationship

Client

FMR LLC

More records

Lobbying firm

CAPITOL TAX PARTNERS, LLP

More records

  • Legislative and regulatory issues affecting retirement including H.R. 5376, Bill to provide for reconciliation pursuant to title II of S. Con. Res. 14, H.R. 2954, Securing a Strong Retirement Act or SECURE 2.0, the Enhancing American Retirement Now (EARN) Act, and H.R. 2617, Consolidated Appropriations Act, 2023.

Duration: to

General Issues: Taxation/Internal Revenue Code

Spending: about $1,880,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: Treasury - Dept of, U.S. Senate, House of Representatives, House of Representatives, Senate, N N U.S. House of Representatives and U.S. Senate.

Bills mentioned

S.3521: Family and Business Tax Cut Certainty Act of 2012

Sponsor: Max Baucus (D-Mont.)

S.1557: Automatic IRA Act of 2011

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

H.R.4049: Automatic IRA Act of 2012

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

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

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

S.1098: Family and Retirement Health Investment Act of 2011

Sponsor: Orrin G. Hatch (R-Utah)

H.R.4: Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy...

Sponsor: Dan Lungren (R-Calif.)

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

Sponsor: Phil Gingrey (R-Ga.)

H.R.516: Bring Jobs Back to America Act

Sponsor: Frank R. Wolf (R-Va.)

S.18: Small Business Paperwork Mandate Elimination Act

Sponsor: Mike Johanns (R-Neb.)

S.19: American Liberty Restoration Act

Sponsor: Orrin G. Hatch (R-Utah)

S.20: American Job Protection Act

Sponsor: Orrin G. Hatch (R-Utah)

S.72: Small Business Paperwork Mandate Elimination Act of 2011

Sponsor: Max Baucus (D-Mont.)

S.336: Tax Relief Certainty Act of 2011

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

S.359: Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy...

Sponsor: Mike Johanns (R-Neb.)

H.R.4337: Regulated Investment Company Modernization Act of 2010

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

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

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

H.R.5297: Small Business Jobs Act of 2010

Sponsor: Barney Frank (D-Mass.)

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

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

S.3793: Job Creation and Tax Cuts Act of 2010

Sponsor: Max Baucus (D-Mont.)

H.R.1935: To amend the Internal Revenue Code of 1986 to provide for the treatment...

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

H.R.1944: To amend the Internal Revenue Code of 1986 to permanently extend the...

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

S.823: Net Operating Loss (NOL) Carryback Act

Sponsor: Olympia J. Snowe (R-Maine)

H.R.2452: Net Operating Loss (NOL) Carryback Act

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

S.3777: Information Reporting Modernization Act of 2010

Sponsor: Mary L. Landrieu (D-La.)

S.3783: Information Reporting Modernization Act of 2010

Sponsor: Mary L. Landrieu (D-La.)

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

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

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

Sponsor: George Miller (D-Calif.)

S.722: Taxpayer Certainty and Relief Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.2779: Defined Contribution Plan Fee Transparency Act of 2009

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

H.R.3548: Worker, Homeownership, and Business Assistance Act of 2009

Sponsor: Jim McDermott (D-Wash.)

H.R.3590: Patient Protection and Affordable Care Act

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

H.R.3936: Preserve Benefits and Jobs Act of 2009

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

H.R.2847: Hiring Incentives to Restore Employment Act

Sponsor: Alan B. Mollohan (D-W.Va.)

H.R.4872: Health Care and Education Reconciliation Act of 2010

Sponsor: John M. Spratt Jr. (D-S.C.)

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

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

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

Sponsor: Alan Grayson (D-Fla.)

S.1679: Affordable Health Choices Act

Sponsor: Tom Harkin (D-Iowa)

H.R.3905: Estate Tax Relief Act of 2009

Sponsor: Shelley Berkley (D-Nev.)

H.R.4514: Colonel Charles Young Home Study Act

Sponsor: William Lacy Clay (D-Mo.)

H.R.3933: Foreign Account Tax Compliance Act of 2009

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

S.1934: Foreign Account Tax Compliance Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.3795: Over-the-Counter Derivatives Markets Act of 2009

Sponsor: Barney Frank (D-Mass.)

H.R.1: American Recovery and Reinvestment Act of 2009

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

S.350: American Recovery and Reinvestment Act of 2009

Sponsor: Max Baucus (D-Mont.)

H.R.598: To provide for a portion of the economic recovery package relating to...

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

S.651: Compensation Fairness Act of 2009

Sponsor: Max Baucus (D-Mont.)

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

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

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

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

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

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

H.R.7060: Renewable Energy and Job Creation Tax Act of 2008

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

H.R.6983: Paul Wellstone and Pete Domenici Mental Health Parity and Addiction...

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

H.R.5720: Housing Assistance Tax Act of 2008

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

H.R.5719: Taxpayer Assistance and Simplification Act of 2008

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

H.R.2242: To prohibit a State from imposing a discriminatory commuter tax on...

Sponsor: Rodney Frelinghuysen (R-N.J.)

H.R.2419: Food, Conservation, and Energy Act of 2008

Sponsor: Collin C. Peterson (D-Minn.)

H.R.5351: Renewable Energy and Energy Conservation Tax Act of 2008

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

H.R.3221: Housing and Economic Recovery Act of 2008

Sponsor: Nancy Pelosi (D-Calif.)

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

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

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

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

Sponsor: Bernard Sanders (ID-Vt.)

H.R.2617: Consolidated Appropriations Act, 2023

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

H.R.2617: Choices for Stranded Passengers Act of 2023

Sponsor: Katie Porter (D-Calif.)

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

Sponsor: Tom Cotton (R-Ark.)

H.R.2954: Women in Criminal Justice Reform Act

Sponsor: Sydney Kamlager-Dove (D-Calif.)

H.R.5376: Share the Savings with Seniors Act

Sponsor: Mariannette Miller-Meeks (R-Iowa)

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?
Jonathan Talisman Assistant Treasury Secretary for Tax Policy Treasury Dept: Asst Secretary Tax Policy; Deputy Asst. Secretary; Tax Leg. Counsel; Sen. Finance Comm. Chief Tax Counsel (Dem Staff); Joint Comm. on Taxation Leg. Counsel.
Richard Grafmeyer Deputy Chief of Staff, JCT
Joseph Mikrut Tax Legislative Counsel - US Treasury
William McKenney Staff Director, Ways & Means Over Sub
Lawrence Willcox Staff Director, Senate Republican Policy Committee
Christopher Javens Tax Counsel, Sen. Grassley, Sen. Finance Comm. Tax Counsel, Sen. Grassley, Den. Finance Comm.
Melissa Mueller Staff Director/Tax Counsel, Ways & Means Subc. Ways/Means Subc. Staff Director/Tax Counsel; Leg. Dir., Rep. Richard Neal; Tax Counsel, Sen. Finance Comm.; Counsel, Rep. Doggett; Leg Counsel Sen. Reid.
James Dennis Tax Counsel, Sen Robb - Counsel, Sen Bingaman
Lawrence Willcox G. Staff Director, Senate Republican Policy Committee
William Davis Legislative Director and Tax Policy Counsel, Rep. Tom Reed
Lindsay Hooper n/a
Lindsay Hooper D 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.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Registration
Termination
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
MM Report

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

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print Google News logo Google_NewsInitiative_Lockup_FullColor RSS Search Search Twitter WhatsApp Resolving differences Check Building Arrow right Info circle Oops OOPS Pencil File text Bars Search Close Cogs Filter Compare Revolving Door Info card Activity Member menu Globe Document External link Quote News Calendar No Vote
Current site Current page