SECURITIES

Amendments

Economic Growth and Tax Relief Reconciliation Act: make repeal of estate taxes permanent (H.R. 8), S5672, S5673 [8JN]

Articles and editorials

Broad Economic Worries Drive a Global Sell-Off, H3896 [13JN]

Can Developing Countries Be Financial Saviors of Rich Nations?, E1090 [9JN]

Did the Dividend-Tax Cut Work?, H1814 [26AP]

Estate Tax Lunacy, E1083 [8JN]

Health Care for Veterans $1 Billion Short, S1092 [13FE]

How Tax Reform Drives Growth and Investment, H2068 [3MY]

It Is the Estate Tax Rate That Matters, S5613 [8JN]

Or Unfair Burden on Families?, S5616 [8JN]

Taxes Everlasting, S5612 [8JN]

Bills and resolutions

Congress: prohibit securities trading based on nonpublic information relating to Congress and require additional reporting by Members and employees of Congress of securities transactions (see H.R. 5015), H1195 [28MR]

Corporations: reduce burdens of implementing internal auditing control requirements of companies subject to securities laws (see S. 2824), S4695 [17MY] (see H.R. 5405), H2705 (see H.R. 5405), H2757 [17MY]

Courts: protect investors by fostering transparency and accountability of attorneys in private securities litigation (see H.R. 5491), H3307 (see H.R. 5491), H3359 [25MY]

Dept. of Energy: establish a program of Federal support for local governments that establish Clean Energy Bond Acts (see H.R. 4990), H1128 [16MR]

Dept. of the Treasury: issue Energy Freedom Bonds to finance programs to facilitate research, development, and deployment of clean renewable energy technologies (see H.R. 5395), H2641 [16MY]

Federal employees: provide a real estate stock index investment option under the Thrift Savings Plan (see S. 2490), S2730 [3AP]

Investments: establish and provide for treatment of individual development accounts (see H.R. 4751), H273 [14FE]

Native Americans: provide for sale and assignment of loans and underlying security (see H.R. 5780), H5128 [12JY]

SEC: require the registration of hedge fund advisers under the Investment Advisers Act (see H.R. 5712), H4914 [29JN]

Social Security: require trust funds be held in trust for beneficiaries, ensure assets are not diverted, and authorize investment in securities that are not limited to those guaranteed by the U.S. (see H.R. 4965), H1059 [15MR]

Taxation: allow bonds guaranteed by Federal home loan banks to be treated as tax exempt bonds (see H.R. 5177), H1741 [25AP]

———creation of a new class of bonds for new school construction (see H.R. 4945), H972 [14MR]

———modify credit for holders of qualified zone academy bonds (see S. 2347), S1579 [1MR]

———permit issuance of tax-exempt bonds for certain air and water pollution control facilities (see H.R. 4918), H866 [9MR]

———provide estate tax relief and reform (see S. 3626), S6787 [29JN]

———replace recapture bond provisions of low-income housing tax credit program (see S. 2366), S1680 [3MR]

———require broker reporting of customer's basis in securities transactions (see S. 2414), S2122 [14MR] (see H.R. 5367), H2584 [11MY]

———restore estate tax and repeal carryover basis rule, increase estate and gift tax unified credit, and reduce rate of estate and gifts taxes to the generally applicable capital gains rates (see H.R. 5421), H2832 (see H.R. 5421), H2890 [18MY]

———treatment of Indian tribal governments relative to issuance of tax-exempt governmental bonds (see S. 3567), S6492 [26JN]

Cloture motions

Economic Growth and Tax Relief Reconciliation Act: make repeal of estate taxes permanent (H.R. 8), motion to proceed, S5509 [6JN], S5628 [8JN]

Letters

Death Tax Repeal Permanency Act: Donald Dulle, Jr., Flathead Beverage Co., S5622 [8JN]

———Mary Jo Lane, S5622 [8JN]

———Merelee Manuel, S5622 [8JN]

———Robert Rumney, S5622 [8JN]

Veterans health care funding: Steve Robertson, American Legion, S1090 [13FE]

Remarks in House

Alaska Native Claims Settlement Act: facilitate shareholder consideration of proposals to make Settlement Common Stock available to missed enrollees, eligible elders, and eligible persons of a certain age (S. 449), H393, H394 [28FE]

CFTC: regulatory oversight of crude oil markets, H2874 [18MY]

Developing countries: role of investors and stock markets from developing countries in the global economy, E1090 [9JN]

Economic Growth and Tax Relief Reconciliation Act: make repeal of estate taxes permanent (H.R. 8), H3480 [7JN], H4222, H4224 [20JN], H4454 [22JN], H4569 [27JN], E1083 [8JN]

Economy: restore economic independence through sale of savings bonds, H3125 [23MY]

Kentucky Council on Economic Education: tribute to increased school participation in Stock Market Game, E1274 [26JN]

Taxation: creation of a new class of bonds for new school construction (H.R. 4945), H941 [14MR]

———repeal sunset on reduction of capital gains rates for individuals and on taxation of dividends of individuals at capital gain rates, H185-H192 [8FE], H1284-H1289 [29MR], H1613 [6AP], H1813-H1819 [26AP], H2066-H2071 [3MY], H2455 [10MY], E531 [6AP]

Remarks in Senate

Armed Forces: military equipment funding through repeal of certain tax breaks, S427-S429 [1FE], S495, S496 [2FE], S1094-S1096 [13FE], S1138 [14FE]

Corporations: reduce burdens of implementing internal auditing control requirements of companies subject to securities laws (S. 2824), S4690 [17MY]

Courts: permit judges who must sell financial holdings to avoid conflict of interest to reinvest and defer paying capital gains tax until substitute investment is liquidated, S498, S499 [2FE]

Economic Growth and Tax Relief Reconciliation Act: make repeal of estate taxes permanent (H.R. 8), motion to proceed, S5535-S5554, S5579-S5584, S5586, S5588-S5591 [7JN], S5610-S5629 [8JN]

Taxation: make permanent the rate reductions for individual income taxes and capital gains and dividend taxes, and the repeal of estate, gift, and generation-skipping transfer taxes (S. 7), S4442 [11MY]

———modify credit for holders of qualified zone academy bonds (S. 2347), S1581 [1MR]

———provide estate tax relief and reform (S. 3626), S6807 [29JN]

———repeal sunset on reduction of capital gains rates for individuals and on taxation of dividends of individuals at capital gain rates, S500 [2FE], S1083-S1090, S1101-S1104, S1107 [13FE], S1136, S1137 [14FE], S1321 [15FE], S4181 [9MY], S4402, S4418-S4425, S4438, S4442 [11MY]

———require broker reporting of customer's basis in securities transactions (S. 2414), S2128 [14MR], S2196-S2199 [15MR]

Veterans: health care funding through repeal of certain tax breaks, S1090-S1094 [13FE]

———qualified mortgage bond program expansion, S1113 [13FE]

Tables

Tabulation of capital gains taxed at 5% and 15% rates, S4439 [11MY]

Texts of

S. 449, facilitate shareholder consideration of proposals to make Settlement Common Stock available to missed enrollees, eligible elders, and eligible persons of a certain age under the Alaska Native Claims Settlement Act, H394 [28FE]

S. 2490, Real Estate Investment Thrift Savings Act, S2732 [3AP]