CA
At a glance
Registered since
2024
Senate LDA system
Clients
3
last 3 years
Filings
8
3 agencies contacted
Activity
filings by quarter
Works on
Specific issues
All issues related to the tax treatment of life insurance, annuities and retirement accounts. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts.
All legislation and regulation impacting fixed annuities. H.R. 3942, the Lifetime Income For Employees Act. S. 1770, the Retirement Security and Savings Act. Support for expanding qualified longevity annuity contracts. S.RES.275, A resolution designating June as "National Annuity Awareness Month". H.Res.528, Expressing support for the designation of June as "National Annuity Awareness Month".
All legislation and regulation impacting fixed annuities. S. 1770, the Retirement Security and Savings Act. H.R. 3942, Lifetime Income For Employees Act. H.R. 7293, Automatic IRA Act of 2024. Support for expanding qualified longevity annuity contracts. H.Res. 528, Expressing support for the designation of June as "National Annuity Awareness Month". S.Res. 275, A resolution designating June as "National Annuity Awareness Month". H.J.Res 140, 141, 142. S.J.Res 79.
All legislation related to consumer lending regulation and consumer lending policy. S. 1323, The SAFE Banking Act of 2023 H.R. 2891, The SAFE Banking Act of 2023 S, 293, The Fair Access to Banking Act H.R. 2743, The Fair Access to Banking Act S. 2860, The SAFER Banking Act S. 2730, The Protecting Consumers from Unreasonable Credit Rates Act of 2023 S. 3549, The Predatory Lending Elimination Act
Independent contractors (maintain safe harbors) and use of promotional products as advertising media. Specific regulation involved here is the Department of Labor's labor classification rule; 89 FR 1638 Value of small business to the US economy. Opposition to the PRO Act related to limited use of independent contractors.
Independent contractors, deductibility of advertising expenses, and value of the global supply chain.
Clients
Filing history
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
NATIONAL PAWNBROKERS ASSOCIATION
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
NATIONAL PAWNBROKERS ASSOCIATION
PROMOTIONAL PRODUCTS ASSOCIATION INTERNATIONAL
PROMOTIONAL PRODUCTS ASSOCIATION INTERNATIONAL
NATIONAL ASSOCIATION FOR FIXED ANNUITIES
NATIONAL PAWNBROKERS ASSOCIATION