AC
At a glance
Registered since
2024
Senate LDA system
Clients
4
last 3 years
Filings
4
2 agencies contacted
Activity
filings by quarter
Works on
Background
Government experience
Senior Tax and Economic Advisor
Senate Finance Committee; Chief Economist, House Budget Committee.
Disclosed on LD-2 filings
Career
CC
Specific issues
Legislation relating to federal excise tax on alcohol.
Issues related to 403B provisions of the Internal Revenue Code.
Legislative issues related to retirement and pension plans, financial transactions tax, retirement security and changes to securities laws.
Monitoring tax-related issues, including the Work Opportunity Tax Credit.
Tax and finance issues affecting the insurance industry.
Tax and finance issues affecting the insurance industry. The provision proposed in SECURE 2.0 would provide federal securities law exemptions for certain investments by retirement plans under Section 403(b) of the Internal Revenue Code (the Code) to achieve parity with the exemptions provided for investments by other types of retirement plans. Advocacy for the continued funding of the Federal Insurance Office at the Department of Treasury.