SR
At a glance
Registered since
2024
Senate LDA system
Clients
14
last 3 years
Filings
36
4 agencies contacted
Activity
filings by quarter
Works on
Taxation/Internal Revenue Code 24Financial Institutions/Investments/Securities 12Science/Technology 11Banking 10Energy/Nuclear 5Consumer Issues/Safety/Products 5Computer Industry 5Environment/Superfund 4Labor Issues/Antitrust/Workplace 3Retirement 3Housing 1Small Business 1Real Estate/Land Use/Conservation 1Economics/Economic Development 1
Background
Government experience
Senior Advisor
U.S. Department of the Treasury
2013-2016); Senior Policy Advisor, Rep. Nancy Pelosi (2010-2013); Special Assistant, U.S. Department of the Treasury (2009-2010); Tax Counsel, Rep. Xavier Becerra (2007-2009
Disclosed on LD-2 filings
Career
F
ZO
Specific issues
Issues related to retirement security and savings matters; Issues related to small business retirement and retirement savings; Issues related to retirement savings for military spouses; SIMPLE IRAs; Issues related to financial transaction, capital gains, and dividend income taxes; Issues related to senior investor protection matters; Issues related to SEC and DOL standard of care rulemaking; Issues related to partnership tax and IRS Code Section 199A.
Issues related to tax preparation services.
Issues related to H.R.5077/S.2714 - CREATE AI Act of 2023.
Issues related to artificial intelligence computing and data centers.
Issues related to accelerated use of AMT credits; Issues related to the implementation of the Inflation Reduction Act of 2022 (PL 117-169); Issues related to the Research and Development tax credit; Issues related to expensing.
Issues related to the potential taxation of unrealized gains.
Clients
Filing history
T-MOBILE
DS ADMIRAL BIDCO, LLC
EDWARD D. JONES & CO., L.P.
COREWEAVE
NCCS
SAVING AMERICAS FAMILY ENTERPRISES, INC.
OPTIONS CLEARING CORPORATION (OCC)
SORARE SAS
BLOCK INC.
SORARE SAS
BLOCK INC.
SAVING AMERICAS FAMILY ENTERPRISES, INC.