INVESTMENTS see also Securities

Amendments

Africa: assist sub-Saharan African countries develop mix of power solutions for more broadly distributed electricity access to support poverty alleviation and drive economic growth (S. 2152), S8861, S8863, S8889 [18DE]

Credit: improve definitions of points and fees in connection with a mortgage transaction (H.R. 685), consideration (H. Res. 189), H2169 [14AP]

SEC: make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), consideration (H. Res. 27), H246 [13JA]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 1090), H7241 [27OC]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 1090), consideration (H. Res. 491), H7207 [27OC]

Taxation: improve certain education savings plans (H.R. 529), consideration (H. Res. 121), H1133 [25FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), consideration (H. Res. 101), H999 [12FE]

——— simplify and make permanent the research credit (H.R. 880), consideration (H. Res. 273), H3408 [20MY]

Technology: provide for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness (H.R. 1806), H3426, H3445, H3446, H3447, H3449, H3450, H3451, H3452, H3454, H3455, H3456, H3458, H3459 [20MY]

Articles and editorials

Legendary Investor Richard Rainwater Dies—Master Deal Maker Helped Turn Bass Brothers of Texas Into Billionaires, E1373 [28SE]

Lobbyists Declare Victory After Visa Reform Measure Dies Quietly, S8754 [17DE]

Russia Blamed, U.S. Taxpayers on the Hook, as Fracking Boom Collapses, E42 [9JA]

Bills and resolutions

Africa: assist sub-Saharan African countries develop mix of power solutions for more broadly distributed electricity access to support poverty alleviation and drive economic growth (see S. 1933), S6296 [4AU] (see S. 2152), S7219 [7OC]

American Infrastructure Bank: establish (see S. 1296), S2794 [12MY]

American Infrastructure Fund: establish to provide loans or guarantees to State or local governments for qualified infrastructure projects (see H.R. 413), H430 [20JA]

Bankruptcy: improve protections for employees and retirees in business bankruptcies (see S. 1156), S2567 [30AP] (see H.R. 97), H39 [6JA]

Bosnia and Herzegovina-American Enterprise Fund (organization): establish (see S. 2307), S8159 [19NO]

Budget: clarify that Public Accounting Oversight Board funding is not subject to the sequester (see S. 548), S1075 [24FE] (see H.R. 1050), H1114 [24FE]

——— clarify that Securities Investor Protection Corp., funding is not subject to the sequester (see S. 549), S1075 [24FE] (see H.R. 1049), H1114 [24FE]

——— clarify that the standard setting body designated pursuant to the Securities Act is not subject to the sequester (see S. 550), S1075 [24FE] (see H.R. 1048), H1114 [24FE]

Business and industry: affirm private equity plays an important role in growing and strengthening U.S. businesses and that it has fostered significant investment in the U.S. economy (see H. Res. 464), H6835 [6OC]

——— amend certain securities laws relative to treatment of emerging growth companies (see H.R. 1659), H2108 [26MR] (see H.R. 2064), H2497 [28AP]

——— eliminate incentives for corporations to hold accumulated earnings offshore, invest in domestic infrastructure, and provide international tax reform (see H.R. 625), H667 [30JA]

CBO: modernize scoring of preventive health legislation to assess long-term health savings (see H.R. 3660), H6787 [1OC]

CFTC: align exemptions for general solicitation of investment in commodity pools similar to the exemption provided for general solicitation of securities under the Jumpstart Our Business Startups Act (see H.R. 1954), H2416 [22AP]

——— impose fees and assessments to recover the cost of appropriations to the Commission (see H.R. 2474), H3505 [20MY]

——— provide equal treatment for utility special entities using utility operations-related swaps (see S. 1111), S2473 [28AP] (see H.R. 2041), H2495 [28AP]

——— specify how clearing requirements apply to certain affiliate transactions (see S. 876), S2040 [26MR] (see H.R. 1317), H1613 [4MR]

Coal: direct Federal investment in carbon capture and storage and other clean coal technologies (see S. 601), S1161 [26FE]

Colleges and universities: provide a legal framework necessary for income share agreements for students to fund postsecondary education (see H.R. 3432), H5769 [29JY]

——— provide a legal framework necessary for the growth of innovative private financing options for students to fund postsecondary education (see S. 2186), S7345 [20OC]

Committee on Small Business and Entrepreneurship (Senate): ease burden of Federal tax compliance on small businesses (see S. Res. 252), S6651 [15SE]

Contraceptives: ensure employers cannot prohibit access, call for an FDA study on whether prescriptions are necessary for contraceptives, and allow use of certain health accounts to purchase over-the-counter drugs (see S. 1438), S3238 [21MY]

Credit: allow certain loans that are not fully amortizing to be used in seller carryback financing on residential mortgage loans (see H.R. 162), H42 [6JA]

——— allow homeowners facing mortgage foreclosure to avoid deficiency judgments (see H.R. 1879), H2307 [16AP]

——— clarify that points and fees in connection with a mortgage loan do not include certain compensation amounts already taken into account in setting the interest rate on such loan (see H.R. 3393), H5767 [29JY]

——— establish shared equity appreciation mortgage modification pilot programs (see H.R. 3519), H6074 [16SE]

——— improve definitions of points and fees in connection with a mortgage transaction (see H.R. 685), H755 [3FE]

——— improve definitions of points and fees in connection with a mortgage transaction (H.R. 685), consideration (see H. Res. 189), H2151 [13AP]

——— prohibit creditors from discriminating on account of sexual orientation or gender identity when extending credit (see S. 1330), S2850 [13MY] (see H.R. 2309), H2957 [13MY]

——— require servicers to establish a deed-for-lease program under which eligible mortgagors may remain in their homes as renters (see H.R. 1878), H2307 [16AP]

——— revoke Fannie Mae and Freddie Mac charters, temporarily create a Mortgage Finance Agency to secure mortgages until the transition to privatization, and protect against another housing collapse (see S. 495), S982 [12FE]

Cuba: modify prohibition on U.S. assistance and financing for agricultural exports and allow limited U.S. investment in Cuban agribusinesses (see H.R. 3687), H6835 [6OC]

Dept. of Commerce: authorize appropriations for the SelectUSA Initiative (see H.R. 1007), H1069 [13FE]

——— promote innovation, investment, and economic growth by accelerating spectrum efficiency through a challenge prize competition (see S. 2366), S8494 [8DE] (see H.R. 4190), H9079 [8DE]

——— undertake certain activities to support waterfront community revitalization and resiliency (see S. 1935), S6296 [4AU]

Dept. of Defense: improve energy savings (see S. 1277), S2759 [11MY] (see S. 1528), S3925 [9JN] (see H.R. 3108), H5291 [16JY]

Dept. of Education: carry out a pilot program under which higher education savings accounts are established for the benefit of eligible secondary school students (see H.R. 4222), H9269 [10DE]

Dept. of Homeland Security: implement integrity measures to strengthen EB–5 regional center program in order to promote and reform foreign capital investment and job creation (see S. 2415), S8793 [17DE]

Dept. of Labor: provide for a best interest standard for advice fiduciaries relative to retirement investment advice (see H.R. 3922), H7741 [4NO]

Dept. of the Treasury: establish regional infrastructure accelerator program to facilitate investment in and financing of certain infrastructure projects (see H.R. 2485), H3506 [20MY]

——— guarantee principal and interest payments on bonds issued by Puerto Rico, including its public corporations and instrumentalities, contingent on improvement of public finances management (see H.R. 3725), H6935 [8OC]

——— improve transparency of the Financial Stability Oversight Council and improve the systemically important financial institution (SIFI) designation process (see H.R. 1550), H1848 [23MR]

——— provide for the purchase of paper U.S. savings bonds with tax refunds (see H.R. 1652), H2107 [26MR]

Dept. of Transportation: improve condition and performance of the national multimodal freight network (see S. 1680), S4648 [25JN] (see H.R. 3398), H5767 [29JY]

——— reauthorize the State Infrastructure Bank program (see S. 206), S347 [21JA] (see H.R. 652), H703 [2FE]

Dept. of Veterans Affairs: improve supervision of fiduciaries of veterans (see H.R. 2605), H3756 [2JN]

Economy: acknowledge existence of, racial and ethnic components of, and public policy choices caused a wealth gap, and that addressing the wealth gap must be done through legislative changes (see H. Res. 159), H1769 [18MR]

——— express that any reform or repeal of the last-in, first-out method of accounting for inventories (LIFO) would cause irreparable and unnecessary damage to U.S. businesses (see H. Con. Res. 69), H5769 [29JY]

——— increase competitiveness of American manufacturing by reducing regulatory and other burdens, encouraging greater innovation and investment, and developing a stronger workforce (see H.R. 3682), H6792 [2OC]

——— jump-start economic recovery through formation and growth of new businesses (see S. 181), S238 [16JA] (see H.R. 962), H1066 [13FE]

——— provide predictability and certainty in the tax law, create jobs, and encourage investment (see S. 1624), S4298 [18JN]

Education: improve knowledge about the best practices for teaching financial literacy (see S. 781), S1628 [18MR]

Employment: continue job creation and the promotion of investment through improvements to targeted employment areas (see S. 2115), S7102 [1OC]

FAA: transfer air traffic control functions to a newly created private corporation, transfer personnel to such corporation, and establish an employee stock ownership plan for such personnel (see H.R. 1835), H2305 [16AP]

Federal aid programs: encourage and support partnerships between the public and private sectors to improve our nation’s social programs (see S. 1089), S2431 [27AP] (see H.R. 1336), H1613 [4MR]

Federal employees: adjust calculation of average pay for purposes of Federal civilian annuities (see H.R. 1230), H1566 [3MR]

——— prevent Thrift Savings Plan funds from being invested in any company that boycotts Israel (see H.R. 2645), H3912 [4JN]

——— provide a corporate responsibility investment option under the Thrift Savings Plan (see S. 1144), S2567 [30AP] (see H.R. 2113), H2653 [29AP]

Financial institutions: advance the ability of credit unions to promote small business growth and economic development opportunities (see S. 2028), S6605 [10SE]

——— allow Federal savings associations to elect to operate as national banks (see H.R. 1660), H2108 [26MR]

——— allow mutual capital certificates to satisfy capital requirements for mutual depositories (see H.R. 1661), H2108 [26MR]

——— allow privately insured credit unions to become members of the Federal Home Loan Bank system (see H.R. 299), H357 [13JA]

——— amend securities, commodities, and banking laws to make information reported to financial regulatory agencies electronically searchable (see H.R. 2477), H3505 [20MY]

——— clarify treatment of certain debt and equity instruments of smaller institutions for purposes of capital requirements (see H.R. 2987), H4955 [8JY]

——— enhance ability of community financial institutions to foster economic growth and serve their communities, boost small businesses, and increase individual savings (see S. 812), S1660 [19MR]

——— exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund (see H.R. 1841), H2305 [16AP]

——— exempt certain non-financial companies and smaller banking entities from Volcker Rule prohibiting banking entities from proprietary trading and restricting relationships with certain covered funds (see H.R. 4049), H8280 [17NO]

——— expand eligibility to the Federal Home Loan Bank System to privately-insured credit unions to facilitate more loan opportunities (see S. 1367), S2971 [18MY]

——— expand the purposes of advances and collateral available to community development financial institutions (see H.R. 1355), H1635 [13MR]

——— improve accountability and transparency in the financial regulatory system, protect access to credit for consumers, and provide sensible relief to financial institutions (see S. 1484), S3456 [2JN]

——— improve examination of depository institutions (see S. 774), S1628 [18MR] (see H.R. 1941), H2415 [22AP]

——— include credit unions as community financial institutions under the Federal Home Loan Bank Act (see H.R. 2473), H3505 [20MY]

——— limit ability of banks to engage in certain risky activities and conflicts of interest and restore certain provisions of law to separate investment banking from commercial banking (see S. 1709), S4686 [7JY] (see H.R. 3054), H5171 [14JY]

——— modify requirements for community financial institutions relative to certain mortgage loan rules (see H.R. 1529), H1847 [23MR]

——— permit certain investment advisers to share a similar name with a private equity fund, subject to certain restrictions (see H.R. 4096), H8410 [19NO]

——— protect the investment choices of American investors (see S. 1802), S5170 [16JY] (see H.R. 4216), H9269 [10DE]

——— provide relief to community banks and promote their access to capital (see S. 1816), S5210 [21JY] (see H.R. 1523), H1847 [23MR]

——— provide sensible relief to community financial institutions and protect consumers (see S. 1491), S3678 [3JN] (see H.R. 2642), H3877 [3JN]

——— provide specific credit risk retention requirements to certain qualifying collateralized loan obligations (see H.R. 4166), H9010 [3DE]

——— require a study of appropriate capital requirements for mortgage servicing assets for nonsystemic banking institutions (see H.R. 1408), H1721 [17MR]

——— require certain systemically important entities to account for financial benefits received due to the expectation that the Government will shield them from losses in the event of failure (see H.R. 888), H981 [11FE]

——— require regulatory agencies to take risk profiles and business models of institutions into account when taking regulatory actions (see H.R. 2896), H4769 [25JN]

——— restore certain provisions of law to separate investment banking from commercial banking (see H.R. 381), H405 [14JA]

Financial literacy: encourage greater public-private sector collaboration to promote for students and young adults (see H. Res. 232), H2654 [29AP]

——— provide grants to promote (see H.R. 346), H403 [14JA]

Financial Literacy Month: designate (see S. Res. 161), S2568 [30AP]

Financial Stability Oversight Council: repeal authority to designate certain non-bank financial institutions as systemically important financial institutions (see S. 107), S59 [7JA]

——— strengthen review authority of regulations issued by Consumer Financial Protection Bureau (see H.R. 1263), H1610 [4MR]

Foreign Account Tax Compliance Act: repeal certain provisions relative to reporting on foreign assets and investments (see S. 663), S1303 [4MR]

FRS: allow the Consumer Financial Protection Bureau to provide greater protection to servicemembers (see S. 1565), S4103 [11JN] (see H.R. 2979), H4955 [8JY]

——— establish a grant program in the Consumer Financial Protection Bureau to establish centers of excellence in financial literacy education for young adults and families (see H.R. 1866), H2306 [16AP]

——— establish Consumer Financial Protection Bureau application process for interested parties to apply for an area to be designated as a rural area (see S. 871), S2040 [26MR] (see H.R. 1259), H1610 [4MR]

——— raise the consolidated assets threshold under the small bank holding company policy statement (see H.R. 3791), H7089 [21OC]

——— replace the Director of the Consumer Financial Protection Bureau with a 5-person commission and establish it as the Financial Product Safety Commission (see H.R. 1266), H1610 [4MR]

Government regulations: provide end-users with time to meet margin requirements and repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required by swaps entities (see S. 1560), S4103 [11JN]

——— repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities (see H.R. 1847), H2306 [16AP]

Government-sponsored enterprises: establish scorekeeping rule to ensure that increases in guarantee fees of Fannie Mae and Freddie Mac shall not be used to offset provisions that increase the deficit (see S. 752), S1585 [17MR]

——— exercise clean-up call options under securities issued by Fannie Mae or Freddie Mac and prohibit new mortgage-backed securities to contain provisions for such options (see H.R. 1224), H1566 [3MR]

——— require Fannie Mae and Freddie Mac to establish procedures for considering certain credit scores when determining whether to purchase a residential mortgage (see H.R. 4211), H9269 [10DE]

Health: reform provision of insurance coverage by promoting health savings accounts, State-based alternatives, and price transparency if tax-credit subsidies for coverage are lost under King v. Burwell (see S. 1531), S3925 [9JN] (see H.R. 2756), H4343 [12JN]

Immigration: establish employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish business in the U.S. (see H.R. 3987), H8151 [5NO]

——— extend and improve EB–5 immigrant investor visa program (see S. 1501), S3678 [3JN]

——— increase the worldwide level of employment-based immigrants and reauthorize the EB–5 regional center program (see S. 2122), S7102 [1OC]

——— permit certain E–2 nonimmigrant investors to adjust status to lawful permanent resident (see H.R. 1834), H2305 [16AP]

——— provide visas to entrepreneurs who establish businesses and create jobs and reauthorize and extend certain other visa programs (see H.R. 3370), H5766 [29JY]

——— reform EB–5 immigrant investor visa program (see H.R. 616), H662 [28JA]

Income: require 401(k) plan sponsors to inform participants of projected monthly income expected at retirement based on current account balances (see S. 1317), S2849 [13MY] (see H.R. 2317), H3211 [14MY]

Infrastructure Financing Authority: establish (see S. 1589), S4202 [16JN]

Insurance: restore to States the freedom and flexibility to regulate health insurance markets (see H.R. 1234), H1609 [4MR]

Iran: block Iran’s Revolutionary Guard Corps access to global economy, require congressional approval of removal from state sponsors of terrorism list, and impose conditions to normalization of economic relations (see H.R. 4257), H9328 [15DE]

——— impose sanctions against any Iran’s Revolutionary Guard Corps-affiliated entity, establish a watch list for such entities, and support State or local divestment from such entities (see H.R. 4258), H9328 [15DE]

——— provide more effective sanctions against any Iran’s Revolutionary Guard Corps-affiliated entity to counter support for international terrorism and assistance to the Assad regime in Syria (see H.R. 4312), H10710 [18DE]

IRS: increase the dollar limitation on the de minimis safe harbor from treatment as a capital expenditure for taxpayers without applicable financial statements (see H.R. 3318), H5764 [29JY]

——— provide taxpayer protection and assistance by establishing a statement of taxpayer rights and tax return preparation programs and improving IRS procedures (see S. 2333), S8191 [30NO] (see H.R. 4128), H8644 [30NO]

Local government: require appropriate Federal banking agencies to treat certain municipal obligations as level 2A liquid assets (see H.R. 2209), H2791 [1MY]

Medicare: permit eligible seniors to elect to receive a voucher for a health savings account, for high deductible health insurance plan premiums, or both and suspend certain late enrollment penalties (see H.R. 4090), H8410 [19NO]

Members of Congress: terminate further retirement benefits, except the right to continue participating in the Thrift Savings Plan (see H.R. 108), H39 (see H.R. 180), H42 [6JA] (see H.R. 584), H660 [28JA]

National Credit Union Administration: clarify authority to improve credit union safety and soundness (see H.R. 989), H1068 [13FE]

——— study appropriate capital requirements for credit unions (see H.R. 2769), H4381 [15JN]

National Infrastructure Development Bank: establish (see H.R. 3337), H5764 [29JY]

National Retirement Security Week: support goals and ideals (see S. Res. 263), S6894 [22SE] (see H. Res. 488), H7138 [22OC]

Patient Protection and Affordable Care Act: repeal amendments which disqualify expenses for over-the-counter drugs under health savings accounts and health flexible spending arrangements (see S. 709), S1438 [11MR] (see H.R. 1270), H1610 [4MR]

——— repeal amendments which disqualify expenses for over-the-counter drugs under health savings accounts and health flexible spending arrangements and impose contribution caps (see S. 836), S1708 [23MR] (see H.R. 1547), H1848 [23MR]

——— repeal certain provisions in order to lower health premiums and increase choice for small business and individuals (see S. 254), S466 [26JA]

Pensions: ensure retirement investors receive advice in their best interests (see H.R. 4293, 4294), H10710 [18DE]

——— make participant votes binding on suspension of benefits under multiemployer plans in critical and declining status and count only votes that are returned (see S. 2147), S7219 [7OC] (see H.R. 4029), H8279 [17NO]

——— modify certain provisions relative to multiemployer pensions (see S. 1631), S4298 [18JN] (see H.R. 2844), H4546 [19JN]

——— permit multiemployer plans in critical status to modify plan rules relative to withdrawal liability (see H.R. 458), H480 [21JA]

——— prohibit Federal bailout of, or other Federal assistance to, State and local government pension plans (see H.R. 1476), H1802 [19MR]

——— prohibit Federal bailout of State and local government employee pension or other post-employment benefit plans and encourage reform of such plans (see H. Res. 41), H480 [21JA]

——— provide for a gender equality-focused investment option under the Thrift Savings Plan (see H.R. 2432), H3387 [19MY]

——— provide greater spousal protection under defined contribution plans, expand access to retirement savings, and increase financial literacy (see S. 2110), S7047 [30SE] (see H.R. 4235), H9270 [10DE]

Political campaigns: require shareholder authorization before a public company may make certain political expenditures (see S. 214), S347 [21JA] (see H.R. 446), H479 [21JA]

Power resources: invest in clean energy, empower and protect consumers, modernize energy infrastructure, cut pollution and waste, and invest in research and development (see S. 2089), S6975 [28SE]

——— promote domestic development and deployment of clean energy technologies (see H.R. 4162), H8970 [2DE]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to the public (see S. 1084), S2400 [23AP]

SBA: establish Scale-Up Manufacturing Investment Company (SUMIC) Program (see S. 1934), S6296 [4AU] (see H.R. 3468), H5865 [9SE]

——— help small businesses reduce energy costs by extending the Certified Development Company (CDC)/504 loan program to businesses looking to invest in energy efficiency improvements (see S. 1756), S5061 [14JY]

——— increase limitations on leverage for multiple licenses under common control (see S. 552), S1075 [24FE] (see H.R. 1023), H1113 [24FE]

——— provide grants for university business incubators (see H.R. 3990), H8152 [5NO]

——— reauthorize women’s business center program (see S. 2126), S7102 [1OC] (see H.R. 4027), H8279 [17NO]

Science: prioritize funding for expanded and sustained national investment in basic science research (see S. 747), S1528 [16MR] (see H.R. 1398), H1721 [17MR]

SEC: allow the owning of certain securities by, change capital structure requirements of, and revise certain rules relative to business development companies (see H.R. 3868), H7389 [2NO]

——— carry out a pilot program to examine maker-taker pricing (see H.R. 1216), H1565 [3MR]

——— clarify definition of general solicitation under Federal securities law as not applying to events like demo days (see S. 978), S2244 [16AP]

——— enhance civil penalties under Federal securities laws (see S. 1730), S4953 [9JY]

——— establish an Office of the Advocate for Small Business Capital Formation and a Small Business Capital Formation Advisory Committee (see H.R. 3784), H7088 [21OC]

——— exempt certain transactions involving purchases by credited investors from Securities Act (see H.R. 1839), H2305 [16AP]

——— exempt from registration brokers participating in the transfer of ownership of smaller privately-held companies (see H.R. 686), H755 [3FE]

——— exempt issuers with certain total market capitalization from auditor attestation requirements for internal control assessments (see H.R. 3891), H7623 [3NO]

——— exempt smaller public companies from requirements relating to the use of Extensible Business Reporting Language for periodic reporting (see H.R. 1965), H2417 [22AP]

——— extend statute of limitations for certain securities law violations (see S. 1960), S6380 [5AU]

——— improve form 10-K and regulation S-K (see H.R. 1525), H1847 [23MR]

——— increase threshold amount for requiring issuers to provide certain disclosures relative to compensatory benefit plans (see S. 576), S1161 [26FE]

——— make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (see H.R. 37), H37 [6JA]

——— make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), consideration (see H. Res. 27), H223 [12JA]

——— permit private persons to seek legal or equitable remedies in a civil action instead of an administrative proceeding (see H.R. 3798), H7137 [22OC]

——— prohibit mandatory pre-dispute arbitration agreements (see H.R. 1098), H1368 [26FE]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (see H.R. 1090), H1164 [25FE]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 1090), consideration (see H. Res. 491), H7188 [26OC]

——— provide a safe harbor relative to certain investment fund research reports (see H.R. 2356), H3251 [15MY]

——— provide for a notice-filing registration procedure for brokers participating in the transfer of ownership of smaller companies and provide appropriate regulation of such transfers (see S. 1010), S2272 [20AP]

——— provide smaller public companies with access to capital-raising advantages by eliminating excessive filing requirements and expediting stock registration (see H.R. 2357), H3251 [15MY]

——— repeal a certain reporting requirement (see H.R. 3032), H5088 [10JY]

——— require all transactions of persons subject to accounting principles or standards to be shown on such persons’ balance sheet (see H.R. 1166), H1499 [27FE]

——— require certain reporting by hedge funds that are the beneficial owner of more than 1 percent of a class of security (see H.R. 3921), H7741 [4NO]

——— require publicly traded companies to disclose to investors information on cybersecurity risks and presence of cybersecurity experts on the board of trustees (see S. 2410), S8793 [17DE]

——— require that repurchase-to-maturity transactions be treated as secured borrowing (see H.R. 1165), H1499 [27FE]

——— review all significant regulations to determine whether such regulations are necessary in the public interest or whether such regulations should be amended or rescinded (see H.R. 2354), H3251 [15MY]

——— review the annual Government-Business Forum on Small Business Capital Formation (see H.R. 4168), H9010 [3DE]

——— revise regulations relative to the qualifications of natural persons as accredited investors (see H.R. 2187), H2769 [30AP]

——— revise rules to increase threshold amount for requiring issuers to provide certain disclosures relative to compensatory benefit plans (see H.R. 1675), H2108 [26MR]

Securities: clearly define and statutorily prohibit insider trading (see S. 702), S1438 [11MR] (see H.R. 1625), H2033 [25MR]

——— determine a customer’s net equity based on the customer’s last statement, prohibit certain recoveries, and change how trustees are appointed (see S. 67), S58 [7JA] (see H.R. 1982), H2462 [23AP]

——— make shareholder registration threshold for savings and loan holding companies the same as for bank holding companies (see H.R. 1334), H1613 [4MR]

——— prohibit trading on material inside information (see H.R. 1097), H1368 [26FE] (see H.R. 1173), H1499 [27FE]

——— protect investors in futures contracts (see H.R. 1163), H1499 [27FE]

——— provide for a report that develops recommended U.S. energy security valuation methods (see H.R. 3923), H7741 [4NO]

——— revise requirements related to assets pledged by a surety (see H.R. 838), H916 [10FE]

Securities and Derivatives Commission: establish (see H.R. 1167), H1499 [27FE]

Senior citizens: provide training for financial services personnel to identify potential examples of financial exploitation of senior citizens and liability protection for such individuals who disclose such examples (see S. 2216), S7594 [28OC]

Small business: prevent duplicative regulation of advisers of small business investment companies (see S. 1978), S6380 [5AU] (see H.R. 432), H479 [21JA]

——— strengthen small business industrial base (see H.R. 1481), H1802 [19MR]

Social Security: ensure that trust fund receipts and disbursements are not included in a unified Federal budget and protect solvency by mandating that trust fund monies not be diverted to private accounts (see H.R. 1983), H2462 [23AP]

——— establish a Social Security Surplus Protection Account in the Federal Old-Age and Survivors Insurance Trust Fund and suspend investment of such funds until certain legislation is enacted (see H.R. 603), H661 [28JA] (see H.R. 1520), H1803 [19MR]

——— protect Social Security and Medicare trust funds from the public debt ceiling (see H.R. 111), H39 [6JA]

——— repeal cap on compensation subject to payroll tax, reallocate payroll taxes to trust funds, and improve cost-of-living adjustments (see H.R. 1984), H2463 [23AP]

——— strengthen by reforming the benefit formula and the calculation of cost-of-living adjustments and improving the long-term condition of the trust fund (see S. 1940), S6379 [5AU]

Social Security and Medicare Part A Investment Commission: establish (see H.R. 1520), H1803 [19MR]

Social Security Investment Commission: establish (see H.R. 603), H661 [28JA]

SSA: establish USAccounts family savings program (see H.R. 4045), H8279 [17NO]

Taxation: allow a credit against income tax for equity investments by angel investors (see S. 973), S2244 [16AP]

——— allow a credit against income tax for equity investments in research intensive small business concerns (see H.R. 256), H188 [9JA]

——— allow a credit for providing programs to kindergarten, elementary, and secondary students that promote economic and financial literacy (see H.R. 1801), H2268 [15AP]

——— allow a temporary dividends received deduction for repatriated foreign earnings (see H.R. 2225), H2792 [1MY]

——— allow employers an income tax credit as an incentive to partner with community colleges or other educational institutions to improve workforce development and job training for students (see H.R. 3362), H5766 [29JY]

——— allow for a 3-year recovery period for all racehorses (see H.R. 3671), H6787 [1OC]

——— allow individuals a deduction for amounts contributed to disaster savings accounts to help defray costs of preparing their homes to withstand a disaster and repair or replace damaged property (see H.R. 2230), H2792 [1MY]

——— allow manufacturing businesses to establish tax-free manufacturing reinvestment accounts to assist them in providing for new equipment and facilities and workforce training (see H.R. 2608), H3757 [2JN]

——— allow rollovers from other retirement plans into health savings accounts (see H.R. 1494), H1802 [19MR]

——— allow rollovers from other retirement plans into simple retirement accounts (see H.R. 3050), H5171 [14JY]

——— allow small businesses to defer the payment of certain employment taxes (see H.R. 2409), H3386 [19MY]

——— allow tax free distribution from health savings accounts for fitness facility membership and classes (see H.R. 3404), H5767 [29JY]

——— allow transfer of required minimum distributions from a retirement plan to a health savings account (see H.R. 975), H1067 [13FE]

——— allow use of certain education savings plan distributions for student loan payments without penalty (see H.R. 3170), H5402 [22JY]

——— clarify treatment of banks organized as limited liability companies (see H.R. 3287), H5762 [29JY]

——— clarify valuation rule applicable to early termination of certain charitable remainder unitrusts (see H.R. 4192), H9079 [8DE]

——— create Universal Savings Accounts (see S. 2320), S8160 [19NO] (see H.R. 4094), H8410 [19NO]

——— determine eligibility for health insurance subsidies without regard to amounts included in income by reason of conversion to a Roth individual retirement account (see H.R. 4217), H9269 [10DE]

——— encourage retirement savings by modifying requirements of employer-established individual retirement accounts (see H.R. 4067), H8360 [18NO]

——— encourage use of 529 plans and Coverdell education savings accounts (see S. 306), S653 [29JA] (see H.R. 553, 554), H638 [27JA]

——— establish small business start-up tax credit for veterans (see H.R. 4039), H8279 [17NO]

——— establish small business start-up tax credit for veterans who have served overseas (see H.R. 3950), H8150 [5NO]

——— establish tax-preferred Small Business Start-up Savings Accounts (see S. 1262), S2730 [7MY]

——— exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (see S. 915), S2172 [14AP] (see H.R. 2128), H2767 [30AP]

——— exempt private foundations from the tax on excess business holdings in the case of certain philanthropic enterprises which are independently supervised (see S. 909), S2172 [14AP] (see H.R. 3732), H6973 [9OC]

——— expand access to Coverdell education savings accounts (see H.R. 701), H810 [4FE]

——— expand and make permanent rules relative to investment by nonresident aliens in domestic mutual funds and business development companies (see H.R. 2115), H2653 [29AP]

——— expand availability of employee stock ownership plans in S corporations (see S. 1212), S2688 [6MY] (see H.R. 2096), H2653 [29AP]

——— expand Coverdell education savings accounts to allow home schooling expenses, adjust contributions for inflation, and make expansion of such accounts permanent (see S. 101), S59 [7JA]

——— expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (see S. 245), S420 [22JA] (see H.R. 506), H531 [22JA]

——— expand tax-free distributions from individual retirement accounts for charitable purposes (see S. 1159), S2568 [30AP] (see H.R. 2157), H2768 [30AP]

——— expand the saver’s credit (see H.R. 3264), H5589 [28JY]

——— extend certain expiring energy tax incentives (see S. 2391), S8602 [10DE] (see H.R. 2517), H3559 [21MY]

——— extend certain expiring provisions of the Internal Revenue Code (see S. 1946), S6379 [5AU] (see H.R. 1808), H2268 [15AP]

——— extend exclusion from gross income of discharges of qualified principal residence indebtedness (see H.R. 1002), H1069 [13FE]

——— extend publicly traded partnership ownership structure to energy power generation projects and transportation fuels (see S. 1656), S4601 [24JN] (see H.R. 2883), H4650 [24JN]

——— extend qualified zone academy bonds and reduce the private business contribution requirement relative to such bonds (see H.R. 3703), H6892 [7OC]

——— extend tax credit for combined heat and power system property (see H.R. 3895, 3902), H7623 [3NO]

——— extend tax credit for qualified fuel cell property (see H.R. 3896, 3903), H7623 [3NO]

——— extend tax credit for qualified microturbine property (see H.R. 3897, 3904), H7623 [3NO]

——— extend tax credit for qualified small wind energy property (see H.R. 3898, 3905), H7623 [3NO]

——— extend tax credit for residential energy efficient property (see H.R. 3899, 3906), H7623 [3NO]

——— extend tax credit for solar energy property (see H.R. 3900, 3907), H7623 [3NO]

——— extend tax credit for thermal energy property (see H.R. 3901, 3908), H7623 [3NO]

——— extend the 15-year straight-line cost recovery for qualified leasehold improvements, qualified restaurant buildings and improvements, and qualified retail improvements (see H.R. 2164), H2768 [30AP]

——— facilitate program-related investments by private foundations (see S. 2313), S8160 [19NO]

——— impose a tax on certain trading transactions to invest in families and communities, improve infrastructure and the environment, strengthen financial security, expand opportunity and reduce market volatility (see H.R. 1464), H1801 [19MR]

——— impose a tax on certain trading transactions to invest in families and communities, improve infrastructure and the environment, strengthen financial security, expand opportunity, and reduce market volatility (see S. 1371), S3059 [19MY]

——— improve and expand Coverdell education savings accounts (see S. 195), S283 [20JA]

——— improve certain education savings plans (see S. 335), S697 [2FE] (see H.R. 529), H581 [26JA]

——— improve certain education savings plans (H.R. 529), consideration (see H. Res. 121), H1112 [24FE]

——— improve health savings accounts (see H.R. 3006), H5029 [9JY]

——— incentivize companies to repatriate foreign earnings held overseas and dedicate tax revenues from such repatriation to the Highway Trust Fund (see S. 981), S2244 [16AP]

——— increase amount that can be withdrawn without penalty from individual retirement plans as first-time homebuyer distributions (see H.R. 4114), H8411 [19NO]

——— increase and make permanent the alternative simplified research credit (see S. 537), S1074 [24FE]

——— increase and make permanent the research credit (see H.R. 1536), H1847 [23MR]

——— increase deduction for business start-up expenditures (see H.R. 254), H188 [9JA]

——— increase maximum contribution limit for health savings accounts (see H.R. 1169), H1499 [27FE]

——— increase tax rates for millionaires and billionaires (see H.R. 389), H405 [14JA]

——— increase the allowable age of dependents that can have medical expenses paid from their families’ health savings accounts (see H.R. 3184), H5465 [23JY]

——— increase the annual contribution limit for Coverdell education savings accounts and include athletic equipment in qualified elementary and secondary education expenses (see S. 243), S420 [22JA]

——— limit interest deduction for excessive interest of members of financial reporting groups (see H.R. 3934), H8149 [5NO]

——— make certain contract research eligible for the research credit (see H.R. 2481), H3506 [20MY]

——— make members of health care sharing ministries eligible to establish health savings accounts (see H.R. 1752), H2152 [13AP]

——— make permanent certain rules regarding basis adjustments to stock of S corporations making charitable contributions of property (see H.R. 630), H667 [30JA]

——— make permanent certain small business tax provisions (see S. 341), S736 [3FE]

——— make permanent the 7-year depreciation recovery period for motorsport entertainment complexes (see H.R. 1549), H1848 [23MR]

——— make permanent the dividends received deduction for repatriated foreign earnings (see H.R. 3083), H5236 [15JY]

——— make permanent the exclusion from gross income of discharges of qualified principal residence indebtedness (see H.R. 2166), H2768 [30AP]

——— make permanent the reduced recognition period for built-in gains for S corporations (see S. 1905), S6186 [30JY] (see H.R. 629), H667 [30JA]

——— make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes (see H.R. 637), H702 [2FE]

——— make the maximum capital gains rate for individuals 15 percent (see H.R. 3017), H5029 [9JY]

——— modify and permanently extend qualified zone academy bonds to facilitate school renovation and construction and treat such bonds as specified tax credit bonds (see S. 1753), S5008 [13JY] (see H.R. 3046), H5117 [13JY]

——— modify certain rules applicable to qualified small issue manufacturing bonds (see H.R. 2890), H4768 [25JN]

——— modify certain safe harbor requirements to encourage small business to offer retirement plans and to allow individuals to save more (see S. 266), S541 [27JA] (see H.R. 557), H638 [27JA]

——— modify energy credit to provide greater incentives for combined heat and power (CHP) and waste heat to power (WHP) energy efficiency technologies (see S. 1516), S3776 [4JN] (see H.R. 2657), H3913 [4JN]

——— modify incentives for production of biodiesel (see H.R. 4181), H9011 [3DE]

——— modify rate for excise tax on investment income of private foundations (see H.R. 640), H702 [2FE]

——— modify rules for tax-exempt enterprise zone facility bonds and extend tax incentives for empowerment zones (see S. 408), S833 [5FE]

——— modify rules relative to health savings accounts (see H.R. 1196), H1524 [2MR]

——— modify rules relative to loans made from a qualified employer retirement plan (see S. 324), S673 [30JA]

——— modify S corporation shareholder and preferred stock rules relative to banks (see H.R. 2789), H4431 [16JN]

——— permanently extend increased expensing limitations for depreciable business assets (see H.R. 636), H702 [2FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), consideration (see H. Res. 101), H915 [10FE]

——— permanently extend the 15-year recovery period for qualified leasehold improvement property, restaurant property, and retail improvement property (see S. 394), S833 [5FE] (see H.R. 765), H853 [5FE]

——— permanently extend the depreciation rules for property used predominantly within an Indian reservation (see S. 947), S2220 [15AP]

——— permanently extend the new markets tax credit (see S. 591), S1161 [26FE] (see H.R. 855), H917 [10FE]

——— permanently extend the private mortgage insurance tax deduction (see S. 1644), S4544 [23JN]

——— permanently extend the tax treatment for certain Build America Bonds (see S. 1515), S3776 [4JN] (see H.R. 2676), H3914 [4JN]

——— permanently modify limitations on deduction of interest by financial institutions which hold tax-exempt bonds (see H.R. 2229), H2792 [1MY]

——— permit Indian tribal governments to be shareholders in S corporations (see H.R. 2626), H3877 [3JN]

——— prevent homeowners from being forced to pay taxes on forgiven mortgage loan debt (see S. 351), S736 [3FE] (see S. 608), S1201 [27FE]

——— prevent veterans from being disqualified from contributing to health savings accounts by reason of receiving VA medical care for service-connected disabilities (see S. 1880), S6073 [28JY] (see H.R. 2514), H3559 [21MY]

——— promote savings through a credit for low- and middle-income taxpayers who deposit tax refunds into designated savings options (see H.R. 4236), H9270 [10DE]

——— protect employees in the building and construction industry who are participants in multiemployer plans (see S. 1658), S4601 [24JN] (see H.R. 2070), H2497 [28AP]

——— provide a taxpayer bill of rights for small businesses (see S. 949), S2220 [15AP] (see H.R. 1828), H2269 [15AP]

——— provide an exception for certain public-private research arrangements from the business use test for purposes of determining private activity bonds (see H.R. 1819), H2268 [15AP]

——— provide an investment tax credit for waste heat to power technology (see S. 913), S2172 [14AP]

——— provide credits for the production of renewable chemicals and investments in renewable chemical production facilities (see S. 2271), S7913 [10NO] (see H.R. 3390), H5767 [29JY]

——— provide exception from passive loss rules for investments in high technology research small business pass-thru entities (see H.R. 2179), H2769 [30AP]

——— provide families with more discretion in the use of, and contributions to, flexible spending accounts for healthcare services (see H.R. 1185), H1499 [27FE]

——— provide for an energy equivalent of a gallon of diesel in the case of liquefied natural gas for purposes of the Inland Waterways Trust Fund financing rate (see S. 2378), S8546 [9DE] (see H.R. 3431), H5769 [29JY]

——— provide for an investment credit relative to the production of electricity from offshore wind (see S. 1736), S4953 [9JY] (see H.R. 4088), H8410 [19NO]

——— provide for dependent care savings accounts (see S. 74), S58 [7JA]

——— provide for full expensing of tangible property (see S. 2350), S8378 [3DE]

——— provide for Move America bonds and allow such bonds to be converted into tax credits to support public-private partnerships for infrastructure investment (see S. 1186), S2599 [4MY]

——— provide for proper tax treatment of personal service income earned in pass-thru entities (see S. 1686), S4648 [25JN] (see H.R. 2889), H4768 [25JN]

——— provide for reimbursement from health flexible spending arrangements for feminine hygiene products (see H.R. 3117), H5297 [20JY]

——— provide for S corporation reform (see H.R. 2788), H4431 [16JN]

——— provide for special treatment of the research credit for certain startup companies (see S. 455), S926 [11FE] (see H.R. 3058), H5171 [14JY]

——— provide for tax preferred savings accounts for dependent youth (see H.R. 1377), H1661 [16MR]

——— provide for tax preferred savings accounts for individuals under age 18 (see H.R. 1125), H1369 [26FE]

——— provide for the tax treatment of small business start-up savings accounts (see H.R. 253), H188 [9JA]

——— provide incentives for the expansion of U.S. manufacturing (see H.R. 3622), H6306 [28SE]

——— provide recruitment and retention incentives for volunteer firefighters and emergency medical responders (see H.R. 1171), H1499 [27FE]

——— provide tax incentives for small businesses (see S. 1141), S2567 [30AP]

——— provide that the volume cap for private activity bonds shall not apply to bonds for facilities for the furnishing of water and sewage facilities (see H.R. 499), H531 [22JA]

——— reduce the holding period used to determine whether horses qualify as certain assets (see H.R. 3672), H6787 [1OC]

——— reform estate and gift taxes (see H.R. 1544), H1848 [23MR]

——— remove bond requirements and extend filing periods for certain taxpayers subject to Federal excise taxes on distilled spirits, wine, and beer (see S. 904), S2172 [14AP] (see H.R. 2238), H2798 [5MY]

——— repeal estate and gift taxes (see H.R. 173), H42 [6JA] (see H.R. 186), H103 [7JA]

——— repeal estate tax and retain stepped-up basis at death (see H.R. 725), H811 [4FE]

——— repeal tax deferral on income of controlled foreign corporations attributable to imported property (see S. 162), S201 [13JA] (see H.R. 305), H357 [13JA]

——— replace the mortgage interest deduction with a nonrefundable credit for indebtedness secured by a residence and invest revenue in low-income housing programs (see H.R. 1662), H2108 [26MR]

——— restrict the insurance business exception to passive foreign investment company rules (see S. 1687), S4648 [25JN]

——— simplify and make permanent the research credit (see H.R. 880), H981 [11FE]

——— simplify and make permanent the research credit (H.R. 880), consideration (see H. Res. 273), H3386 [19MY]

——— terminate deferral of active income of controlled foreign corporations (see H.R. 3935), H8149 [5NO]

——— treat certain farming business machinery and equipment as 5-year property for purposes of depreciation (see S. 1801), S5170 [16JY] (see S. 2202), S7470 [22OC]

Taxation; repeal percentage depletion allowance for certain hardrock mines (see S. 2154), S7219 [7OC]

Technology: provide for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness (H.R. 1806), consideration (see H. Res. 271), H3308 [18MY]

——— provide for investment in innovation through research and development and science, technology, engineering, and math (STEM) education to improve U.S. competitiveness (see H.R. 1898), H2353 [21AP]

——— provided for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness (see H.R. 1806), H2268 [15AP]

Telecommunications: promote availability of additional unlicensed spectrum for innovation and investment (see S. 2278), S7913 [10NO]

Territories: terminate the exemption from certain regulations of investment companies located in Puerto Rico, the Virgin Islands, and any other possession of the U.S. (see H.R. 3610), H6259 [25SE]

Transportation: improve public understanding of how transportation investments are made by public agencies through establishing greater transparency and accountability processes (see H.R. 3787), H7089 [21OC]

U.S. Cotton Futures Act: modify definition of cotton futures contracts (see S. 1655), S4601 [24JN] (see H.R. 2620), H3757 [2JN]

U.S. Fish and Wildlife Service: extend date after which interest earned on obligations held in the wildlife restoration fund may be available for apportionment (see S. 722), S1439 [11MR] (see H.R. 2345), H3212 [14MY]

Veterans: provide for coordination between TRICARE and eligibility to make contributions to health savings accounts (see S. 448), S926 [11FE] (see H.R. 868), H980 [11FE]

Wall Street Reform and Consumer Protection Act: repeal (see S. 89), S58 [7JA] (see H.R. 171), H42 [6JA]

Water: remove a financial assistance limitation for certain water projects (see H.R. 3756), H6980 [16OC]

Explanations

Offshore Reinsurance Tax Fairness Act (S. 1687), S4651 [25JN]

Letters

America COMPETES Reauthorization Act: Representative Chaffetz, Committee on Oversight and Government (House), H3425 [20MY]

——— Representative Kline, Committee on Education and the Workforce (House), H3424 [20MY]

——— Representative Lamar Smith, Committee on Science, Space, and Technology (House), H3425 [20MY]

——— Representative Upton, Committee on Energy and Commerce (House), H3425 [20MY]

Cybersecurity Information Sharing Act: several financial industry organizations, S6258 [4AU]

End user exemptions for certain derivative sales: Representative Conaway, Committee on Agriculture (House), H68 [7JA]

Mortgage Choice Act: several Representatives, H2194 [14AP]

Mortgage Servicing Asset Capital Requirements Act: Brad Thaler, National Association of Federal Credit Unions, H5140 [14JY]

Mortgage Servicing Asset Capital Requirements Act, Holding Company Registration Threshold Equalization Act, and Community Institution Mortgage Relief Act: James C. Ballentine, American Bankers Association, H5139 [14JY]

Prohibit sale of federally-owned preferred shares of Fannie Mae or Freddie Mac without congressional approval: Anne E. Wall, Dept. of the Treasury, S8857 [18DE]

Promoting Job Creation and Reducing Small Business Burdens Act: Representative Conaway, Committee on Agriculture (House), H75, H77 [7JA], H352 [13JA]

——— Representative Hensarling, Committee on Financial Services (House), H75 [7JA]

Retirement Security Act: Charles C. Cornelio, Lincoln Financial Group, S631 [29JA]

——— Dana F. Connors, Maine State Chamber of Commerce, S630 [29JA]

——— Dirk Kempthorne, American Council of Life Insurers, S631 [29JA]

——— Douglas B. Fisher, Fidelity Investments (company), S631 [29JA]

——— Gregory J. Burrows, Principal Financial Group, S632 [29JA]

——— Jeanne De Cervens, Transamerica Corp., S632 [29JA]

——— Juli Y. McNeely, National Association of Insurance and Financial Advisors, S631 [29JA]

——— Lynn D. Dudley, American Benefits Council, S631 [29JA]

——— Michael P. Aitken, Society for Human Resource Management, S632 [29JA]

——— R. Bruce Josten, U.S. Chamber of Commerce, S632 [29JA]

——— Stephen McCaffrey, Plan Sponsor Council of America, S632 [29JA]

Senior$afe Act: Judith M. Shaw, North American Securities Administrators Association, S7596 [28OC]

Small Business Tax Certainty and Growth Act: Amanda Austin, National Federation of Independent Business, S2572 [30AP]

Swap Data Repository and Clearinghouse Indemnification Correction Act: Representative Conaway, Committee on Agriculture (House), H5146 [14JY]

——— Representative Hensarling, Committee on Financial Services (House), H5146 [14JY]

Lists

Organizations opposed to H.R. 1806, America COMPETES Reauthorization Act, H3420 [20MY]

Motions

SEC: make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), H394 [14JA]

Taxation: improve certain education savings plans (H.R. 529), H1139 [25FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), H1048 [13FE]

——— simplify and make permanent the research credit (H.R. 880), H3418 [20MY]

Press releases

Consequences of XBRL Exemption in H.R. 37—Minimal Savings, Reduced Transparency and Access to Capital for Small Companies: XBRL International, Inc., E83 [20JA]

Remarks in House

American Infrastructure Fund: establish to provide loans or guarantees to State or local governments for qualified infrastructure projects (H.R. 413), H5187 [15JY]

Amtrak: capital and debt service grants funding through reductions in FAA operations account funding, H3839, H3840 [3JN]

Business and industry: amend certain securities laws relative to treatment of emerging growth companies (H.R. 2064), H5147H5149 [14JY]

——— provide regulatory relief to facilitate capital formation and to ensure greater consumer access to financial products and services, H7736, H7737 [4NO]

CFTC: ensure certain interaffiliate transactions are not regulated as swaps, H345 [13JA]

——— specify how clearing requirements apply to certain affiliate transactions (H.R. 1317), H8219H8221 [16NO]

Credit: allow homeowners facing mortgage foreclosure to expedite short sales, H5094 [13JY]

——— improve definitions of points and fees in connection with a mortgage transaction (H.R. 685), H2188H2194 [14AP], E495 [15AP]

——— improve definitions of points and fees in connection with a mortgage transaction (H.R. 685), consideration (H. Res. 189), H2165H2171 [14AP]

Dept. of Labor: proposed rules for brokers and financial advisors giving advice on workplace retirement savings, H4495 [18JN], H4959 [9JY], H6089 [17SE], H6257 [25SE]

——— provide for a best interest standard for advice fiduciaries relative to retirement investment advice, E1823 [18DE]

——— require financial advisors giving advice on workplace retirement savings to act solely in the best interest of their client, H7241H7243 [27OC]

Dept. of Transportation: Federal Transit Administration capital investment grants funding through reductions in FAA operations account funding, H3840, H3841 [3JN]

Economy: acknowledge existence of, racial and ethnic components of, and public policy choices caused a wealth gap, and that addressing the wealth gap must be done through legislative changes, H3634H3640 [1JN]

——— acknowledge existence of, racial and ethnic components of, and public policy choices caused a wealth gap, and that addressing the wealth gap must be done through legislative changes (H. Res. 159), H1750 [18MR]

Education: provide for investment in science, technology, engineering, and math (STEM) education, H1576 [4MR]

Eximbank: establish caps on certain sectors in order to strengthen portfolio diversification and risk management, H7701H7703 [4NO]

——— remove Dept. of the Treasury guarantees for losses and borrowing authority, H7699H7701 [4NO]

Financial institutions: allow privately insured credit unions to become members of the Federal Home Loan Bank system (H.R. 299), H2119, H2120 [13AP]

——— exclude certain debt securities of collateralized loan obligations from the prohibition against acquiring or retaining an ownership interest in a hedge fund or private equity fund, H81 [7JA], H345, H347H351 [13JA], E126 [27JA]

——— require a study of appropriate capital requirements for mortgage servicing assets for nonsystemic banking institutions (H.R. 1408), H5137H5140 [14JY]

——— restore certain provisions of law to separate investment banking from commercial banking (H.R. 381), H5165 [14JY], H8145 [5NO]

Financial Literacy Month: observance, H2361 [22AP]

FRS: establish a grant program in the Consumer Financial Protection Bureau to establish centers of excellence in financial literacy education for young adults and families (H.R. 1866), E520 [16AP]

——— establish Consumer Financial Protection Bureau application process for interested parties to apply for an area to be designated as a rural area (H.R. 1259), H1571 [4MR], H2121H2123 [13AP]

Government regulations: repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities, H80 [7JA], H346 [13JA], H3949, H3950 [9JN]

——— repeal certain indemnification requirements for regulatory authorities to obtain access to swap data required to be provided by swaps entities (H.R. 1847), H5145H5147 [14JY]

IRS: provide taxpayer protection and assistance by establishing a statement of taxpayer rights and tax return preparation programs and improving IRS procedures (H.R. 4128), E1675 [30NO]

National Credit Union Administration: study appropriate capital requirements for credit unions (H.R. 2769), E894 [15JN]

NIST: Manufacturing Extension Partnership Program funding, H3453, H3454 [20MY]

NSF: establish science, technology, engineering, and math (STEM) grant program for Hispanic-serving institutions, H3450, H3451 [20MY]

——— expand Innovation Corps (I-Corps) Program mission to include investment in and support for women entrepreneurs, H3449, H3450 [20MY]

Patient Protection and Affordable Care Act: repeal amendments which disqualify expenses for over-the-counter drugs under health savings accounts and health flexible spending arrangements and impose contribution caps (H.R. 1547), H1835 [23MR]

Pensions: modify certain provisions relative to multiemployer pensions (H.R. 2844), E936 [19JN]

Power resources: promote clean energy sources in order to combat effects of climate change, H9361H9364 [16DE]

SBA: increase limitations on leverage for multiple licenses under common control (H.R. 1023), H5095, H5096 [13JY]

——— 7(a) loan program funding, H5342 [22JY]

SEC: exempt certain transactions involving purchases by credited investors from Securities Act (H.R. 1839), H6805H6808 [6OC]

——— improve form 10-K and regulation S-K (H.R. 1525), H6804, H6805 [6OC]

——— make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), H71H82 [7JA], H182 [9JA], H341H354 [13JA], H361 [14JA], E41 [9JA], E76 [16JA], E83 [20JA], E126 [27JA]

——— make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), consideration (H. Res. 27), H237H248 [13JA]

——— make technical corrections to enhance ability of small and emerging growth companies to access capital markets and reduce regulatory burdens (H.R. 37), motion to recommit, H394 [14JA]

——— prohibit anyone convicted of providing assistance to a terrorist organization from the economic benefits of reduced burdens of capital markets, H394 [14JA]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 1090), H7164 [23OC], H7231H7243, H7244 [27OC], E1556 [28OC], E1567 [2NO]

——— protect retail customers from differing standards of conduct for brokers and investment advisers and confusion from rule changes (H.R. 1090), consideration (H. Res. 491), H7201H7207 [27OC]

——— repeal a certain reporting requirement (H.R. 3032), H8219 [16NO]

Securities: make shareholder registration threshold for savings and loan holding companies the same as for bank holding companies, H80 [7JA]

——— make shareholder registration threshold for savings and loan holding companies the same as for bank holding companies (H.R. 1334), H5142H5144 [14JY]

——— provide end user exemptions for certain derivative sales, H67, H76 [7JA], H345 [13JA]

Small business: prevent duplicative regulation of advisers of small business investment companies (H.R. 432), H5140H5142 [14JY]

Taiwan: solidify a bilateral investment agreement with the U.S., E1439 [7OC]

Taxation: allow employers an income tax credit as an incentive to partner with community colleges or other educational institutions to improve workforce development and job training for students, H5160 [14JY]

——— allow rollovers from other retirement plans into simple retirement accounts, H5091 [13JY]

——— allow short-term extension of increased expensing limitations for depreciable business assets while comprehensive tax reform is under consideration and the extension does not result in increased deficit, H1049 [13FE]

——— clarify valuation rule applicable to early termination of certain charitable remainder unitrusts (H.R. 4192), E1726 [8DE]

——— expand health savings accounts, H801 [4FE]

——— extend the research credit without increasing the deficit or delaying further tax reform, H3418, H3419 [20MY]

——— improve certain education savings plans, H5184 [15JY]

——— improve certain education savings plans (H.R. 529), H585 [27JA], H1103 [24FE], H1123, H1135H1142 [25FE], H1574 [4MR]

——— improve certain education savings plans (H.R. 529), consideration (H. Res. 121), H1126H1134 [25FE]

——— improve certain education savings plans (H.R. 529), motion to recommit, H1140 [25FE]

——— make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes, H1003, H1005, H1006, H1008, H1013 [12FE]

——— make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes (H.R. 637), H2446 [23AP]

——— make research and development tax credit permanent, H9425 [17DE]

——— modify rate for excise tax on investment income of private foundations, H1006, H1008, H1013 [12FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), H834 [5FE], H991 [12FE], H1041H1051, H1052, H1053 [13FE], E206 [12FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), consideration (H. Res. 101), H993H1001 [12FE]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), motion to recommit, H1049 [13FE]

——— prevent veterans from being disqualified from contributing to health savings accounts by reason of receiving VA medical care for service-connected disabilities, H3400 [20MY], H5647 [29JY]

——— prohibit taxing of investment earnings in 529 college savings accounts upon withdrawal of funds, H537 [26JA]

——— provide for comprehensive tax reform, H1003H1008 [12FE], H2222 [15AP], H9001 [3DE]

——— provide for logical flow of tax return information between partnerships, corporations, trusts, estates, and individuals and modify certain due dates and extension periods, H5208 [15JY]

——— reform international tax system, H1915 [25MR]

——— require financial institutions to issue an annual report to beneficiaries of certain education savings plans detailing fees and impact on performance of savings plans, H1140 [25FE]

——— simplify and make permanent the research credit (H.R. 880), H3410H3419 [20MY], E770 [21MY]

——— simplify and make permanent the research credit (H.R. 880), consideration (H. Res. 273), H3403H3410 [20MY]

——— simplify and make permanent the research credit (H.R. 880), motion to recommit, H3418, H3419 [20MY]

Technology: provide for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness, H3672 [2JN]

——— provide for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness (H.R. 1806), H3419H3490 [20MY], E780 [21MY]

——— provide for investment in innovation through research, fundamental scientific discovery, and development to improve U.S. competitiveness (H.R. 1806), consideration (H. Res. 271), H3321H3329 [19MY]

——— provide for investment in innovation through research and development and science, technology, engineering, and math (STEM) education to improve U.S. competitiveness, H3483H3485 [20MY]

Transportation: importance of infrastructure investment, H52 [7JA], H435, H440 [21JA], H588, H622H626 [27JA], H708 [3FE], H763 [4FE], H1018, H1019 [12FE], H1046 [13FE], H1103H1108 [24FE], H2094H2098 [26MR], H3496H3501 [20MY], H4779 [7JY], H5203, H5206 [15JY], H6825 [6OC], E788 [21MY]

U.S. Cotton Futures Act: modify definition of cotton futures contracts (H.R. 2620), H4563, H4564 [23JN]

Wall Street Reform and Consumer Protection Act: anniversary, H5317 [21JY], H5386H5393 [22JY], H5458H5463 [23JY], E1094 [21JY], E1115 [23JY], E1184 [29JY]

——— impact on economy, H5337, H5387H5393 [22JY], H5458H5463 [23JY]

——— repeal, H5300 [21JY]

Remarks in Senate

Africa: assist sub-Saharan African countries develop mix of power solutions for more broadly distributed electricity access to support poverty alleviation and drive economic growth (S. 2152), S8861, S8863 [18DE]

American Infrastructure Bank: establish (S. 1296), S3227 [21MY]

Arizona: investment allocation and distribution of revenues in permanent land endowment trust fund, S8876 [18DE]

Bosnia and Herzegovina-American Enterprise Fund (organization): establish (S. 2307), S8162S8164 [19NO]

Committee on Aging (Senate, Special): priorities, S136 [12JA]

Credit: provide secondary mortgage reform by establishing the Federal Mortgage Insurance Corp., abolishing the Federal Housing Finance Agency, and phasing out housing Government-sponsored enterprises, S8760 [17DE]

Dept. of Commerce: undertake certain activities to support waterfront community revitalization and resiliency (S. 1935), S7206 [7OC]

Financial institutions: allow privately insured credit unions to become members of the Federal Home Loan Bank system, S8335 [3DE]

——— impact of revising certain regulations governing financial assistance for swaps entities, S7892 [10NO], S8287 [2DE]

——— improve accountability and transparency in the financial regulatory system, protect access to credit for consumers, and provide sensible relief to financial institutions (S. 1484), S5444 [22JY]

——— limit ability of banks to engage in certain risky activities and conflicts of interest and restore certain provisions of law to separate investment banking from commercial banking (S. 1709), S4689 [7JY]

——— provide sensible relief to community financial institutions and protect consumers (S. 1491), S5450 [22JY]

Financial literacy: encourage greater public-private sector collaboration to promote for students and young adults, S8561 [9DE]

Financial Literacy Month: designate (S. Res. 161), S2589 [30AP]

FRS: allow the Consumer Financial Protection Bureau to provide greater protection to servicemembers (S. 1565), S4109 [11JN]

——— replace the Director of the Consumer Financial Protection Bureau with a 5-person commission, S5443 [22JY]

Government-sponsored enterprises: prohibit sale of federally-owned preferred shares of Fannie Mae or Freddie Mac without congressional approval, S8760 [17DE], S8856, S8857 [18DE]

Health: reform provision of insurance coverage by promoting health savings accounts, State-based alternatives, and price transparency if tax-credit subsidies for coverage are lost under King v. Burwell (S. 1531), S3928S3931 [9JN]

Immigration: extend and improve EB–5 immigrant investor visa program (S. 1501), S3682 [3JN], S7207 [7OC], S8151 [19NO], S8753 [17DE]

——— reform EB–5 immigrant investor visa program, S811 [5FE], S8752S8755 [17DE]

——— reform H–1B nonimmigrant worker visa program, S1083 [24FE]

National Retirement Security Week: support goals and ideals (S. Res. 263), S6907 [22SE]

Patient Protection and Affordable Care Act: establish a deficit-neutral reserve fund to repeal amendments which disqualify expenses for over-the-counter drugs under health savings accounts and health flexible spending arrangements, S1857 [25MR]

Pensions: modify certain provisions relative to multiemployer pensions (S. 1631), S7256 [8OC]

——— provide greater spousal protection under defined contribution plans, expand access to retirement savings, and increase financial literacy (S. 2110), S7049 [30SE]

Power resources: invest in clean energy, empower and protect consumers, modernize energy infrastructure, cut pollution and waste, and invest in research and development (S. 2089), S6980 [28SE], S6983 [29SE]

Public Company Accounting Oversight Board: promote transparency by making disciplinary proceedings open to the public (S. 1084), S2405 [23AP]

SBA: increase limitations on leverage for multiple licenses under common control (S. 552), S1078 [24FE], S7796, S7797, S7800 [5NO]

——— increase limitations on leverage for multiple licenses under common control (S. 552), unanimous-consent request, S7798S7800 [5NO]

——— reauthorize women’s business center program (S. 2126), S7119 [5OC]

——— 7(a) loan program funding, S5677 [24JY]

Science: establish a deficit-neutral reserve fund relative to investing in science, technology, and basic research, S1965, S1966 [26MR]

——— prioritize funding for expanded and sustained national investment in basic science research (S. 747), S2188 [15AP]

SEC: enhance civil penalties under Federal securities laws (S. 1730), S4956 [9JY]

——— extend statute of limitations for certain securities law violations (S. 1960), S6386 [5AU]

——— require publicly traded companies to disclose to investors information on cybersecurity risks and presence of cybersecurity experts on the board of trustees (S. 2410), S8795 [17DE]

Securities: clearly define and statutorily prohibit insider trading (S. 702), S1440 [11MR]

——— provide end user exemptions for certain derivative sales, S74S77, S81S85 [8JA]

Senior citizens: provide training for financial services personnel to identify potential examples of financial exploitation of senior citizens and liability protection for such individuals who disclose such examples (S. 2216), S7595 [28OC]

Taxation: establish a deficit-neutral reserve fund to extend certain expiring tax provisions of the Internal Revenue Code, S1875 [25MR]

——— establish a deficit-neutral reserve fund to permanently repeal estate tax, S2000 [26MR]

——— extend certain expiring energy tax incentives (S. 2391), S8607S8609 [10DE]

——— extend certain solar and wind energy tax credits, S8581 [10DE], S8659 [15DE], S8690, S8714 [16DE]

——— extend publicly traded partnership ownership structure to energy power generation projects and transportation fuels (S. 1656), S8579 [10DE]

——— improve certain education savings plans, S519 [27JA]

——— improve certain education savings plans (S. 335), S698 [2FE]

——— modify and permanently extend qualified zone academy bonds to facilitate school renovation and construction and treat such bonds as specified tax credit bonds (S. 1753), S5010 [13JY]

——— modify certain safe harbor requirements to encourage small business to offer retirement plans and to allow individuals to save more (S. 266), S629S633 [29JA]

——— modify energy credit to provide greater incentives for combined heat and power (CHP) and waste heat to power (WHP) energy efficiency technologies (S. 1516), S3779 [4JN]

——— permanently extend increased expensing limitations for depreciable business assets (H.R. 636), S2255 [16AP], S2261 [20AP]

——— permanently extend the research and development credit, S7731 [3NO]

——— prohibit taxing of investment earnings in 529 college savings accounts upon withdrawal of funds, S549 [28JA]

——— provide for comprehensive tax reform, S566 [28JA], S2189 [15AP], S5498 [23JY], S6911S6913 [24SE]

——— provide for Move America bonds and allow such bonds to be converted into tax credits to support public-private partnerships for infrastructure investment (S. 1186), S2601 [4MY]

——— provide for special treatment of the research credit for certain startup companies, S1882 [25MR]

——— provide for special treatment of the research credit for certain startup companies (S. 455), S7076 [1OC]

——— provide tax incentives for small businesses, S8750S8752 [17DE]

——— provide tax incentives for small businesses (S. 1141), S2571 [30AP]

——— reform international tax system, S6062 [28JY], S6350 [5AU], S7728S7731 [3NO]

——— restrict the insurance business exception to passive foreign investment company rules (S. 1687), S4650 [25JN]

Transportation: importance of infrastructure investment, S86 [8JA], S388 [22JA], S520 [27JA], S874 [10FE], S3213S3216 [21MY], S7087S7089 [1OC], S7629S7632 [29OC]

U.S. Cotton Futures Act: modify definition of cotton futures contracts (H.R. 2620), S4979 [9JY]

Wall Street Reform and Consumer Protection Act: anniversary, S5058 [14JY], S5197 [21JY], S5448S5451 [22JY], S5504S5506 [23JY]

——— impact on economy, S5198 [21JY], S5442S5444 [22JY], S5504S5506 [23JY], S8136 [19NO], S8286S8289 [2DE]

Reports

End User Exemptions for Certain Derivative Sales: Committee on Agriculture (House) (excerpt), H68, H77H79 [7JA], H352H354 [13JA]

Reports filed

America COMPETES Reauthorization Act: Committee on Science, Space, and Technology (House) (H.R. 1806) (H. Rept. 114–107), H2820 [8MY], H3211 [14MY]

American Research and Competitiveness Act: Committee on Ways and Means (House) (H.R. 880) (H. Rept. 114–113), H3211 [14MY]

America’s Small Business Tax Relief Act: Committee on Ways and Means (House) (H.R. 636) (H. Rept. 114–21), H865 [9FE]

Capital Access for Small Community Financial Institutions Act: Committee on Financial Services (House) (H.R. 299) (H. Rept. 114–58), H2151 [13AP]

CFTC Specification of How Clearing Requirements Apply to Certain Affiliate Transactions: Committee on Agriculture (House) (H.R. 1317) (H. Rept. 114–311), H7188 [26OC]

——— Committee on Financial Services (House) (H.R. 1317) (H. Rept. 114–311), H8238 [16NO]

Community Institution Mortgage Relief Act: Committee on Financial Services (House) (H.R. 1529) (H. Rept. 114–57), H2151 [13AP]

Consideration of H.R. 37, Promoting Job Creation and Reducing Small Business Burdens Act: Committee on Rules (House) (H. Res. 27) (H. Rept. 114–2), H223 [12JA]

Consideration of H.R. 529, Tax Treatment of Certain Education Savings Plans Improvement: Committee on Rules (House) (H. Res. 121) (H. Rept. 114–28), H1112 [24FE]

Consideration of H.R. 636, America’s Small Business Tax Relief Act, and H.R. 644, America Gives More Act: Committee on Rules (House) (H. Res. 101) (H. Rept. 114–23), H915 [10FE]

Consideration of H.R. 650, Preserving Access to Manufactured Housing Act and H.R. 685, Mortgage Choice Act: Committee on Rules (House) (H. Res. 189) (H. Rept. 114–65), H2151 [13AP]

Consideration of H.R. 1090, Retail Investor Protection Act: Committee on Rules (House) (H. Res. 491) (H. Rept. 114–313), H7188 [26OC]

Consideration of H.R. 1806, America COMPETES Reauthorization Act: Committee on Rules (House) (H. Res. 271) (H. Rept. 114–120), H3308 [18MY]

Consideration of H.R. 2262, Spurring Private Aerospace Competitiveness and Entrepreneurship (SPACE) Act and H.R. 880, American Research and Competitiveness Act: Committee on Rules (House) (H. Res. 273) (H. Rept. 114–127), H3386 [19MY]

Cotton Futures Contracts Definition Modification Under the U.S. Cotton Futures Act: Committee on Agriculture (House) (H.R. 2620) (H. Rept. 114–174), H4591 [23JN]

Craft Beverage Bond Simplification Act: Committee on Finance (Senate) (S. 904) (S. Rept. 114–15), S2171 [14AP]

Disclosure Modernization and Simplification Act: Committee on Financial Services (House) (H.R. 1525) (H. Rept. 114–279), H6834 [6OC]

Ease Burden of Federal Tax Compliance on Small Businesses: Committee on Small Business and Entrepreneurship (Senate) (S. Res. 252), S6651 [15SE]

Electrify Africa Act: Committee on Foreign Relations (Senate) (S. 2152), S7814 [5NO]

——— Committee on Foreign Relations (Senate) (S. 2152) (S. Rept. 114–176), S8492 [8DE]

Financial Regulatory Improvement Act: Committee on Banking, Housing, and Urban Affairs (Senate) (S. 1484), S3455 [2JN]

Helping Expand Lending Practices in Rural Communities Act: Committee on Financial Services (House) (H.R. 1259) (H. Rept. 114–60), H2151 [13AP]

Holding Company Registration Threshold Equalization Act: Committee on Financial Services (House) (H.R. 1334) (H. Rept. 114–200), H5171 [14JY]

Improve Certain Education Savings Plans: Committee on Finance (Senate) (S. 335) (S. Rept. 114–56), S3236 [21MY]

——— Committee on Ways and Means (House) (H.R. 529) (H. Rept. 114–25), H1084 [20FE]

Improving Access to Capital for Emerging Growth Companies Act: Committee on Financial Services (House) (H.R. 2064) (H. Rept. 114–203), H5171 [14JY]

Investment Tax Credit for Waste Heat to Power Technology: Committee on Finance (Senate) (S. 913) (S. Rept. 114–23), S2171 [14AP]

Mortgage Choice Act: Committee on Financial Services (House) (H.R. 685) (H. Rept. 114–54), H2151 [13AP]

Permanent Reduced Tax Recognition Period for Built-in Gains for S Corporations: Committee on Ways and Means (House) (H.R. 629) (H. Rept. 114–15), H865 [9FE]

Permanent Tax Rule Allowing Certain Tax-Free Distributions From Individual Retirement Accounts for Charitable Purposes: Committee on Ways and Means (House) (H.R. 637) (H. Rept. 114–20), H865 [9FE]

Permanent Tax Rules Regarding Basis Adjustments to Stock of S Corporations Making Charitable Contributions of Property: Committee on Ways and Means (House) (H.R. 630) (H. Rept. 114–16), H865 [9FE]

Philanthropic Enterprise Act: Committee on Finance (Senate) (S. 909) (S. Rept. 114–20), S2171 [14AP]

Real Estate Investment and Jobs Act: Committee on Finance (Senate) (S. 915) (S. Rept. 114–25), S2171 [14AP]

Reforming Access for Investments in Startup Enterprises (RAISE) Act: Committee on Financial Services (House) (H.R. 1839) (H. Rept. 114–281), H6834 [6OC]

Restaurant and Retail Jobs and Growth Act: Committee on Ways and Means (House) (H.R. 765) (H. Rept. 114–306), H7173 [23OC]

Restoring Access to Medication Act: Committee on Ways and Means (House) (H.R. 1270) (H. Rept. 114–308), H7173 [23OC]

Retail Investor Protection Act: Committee on Financial Services (House) (H.R. 1090) (H. Rept. 114–304), H7137 [22OC]

SBIC Advisers Relief Act: Committee on Financial Services (House) (H.R. 432) (H. Rept. 114–199), H5171 [14JY]

SEC Reporting Modernization Act: Committee on Financial Services (House) (H.R. 3032) (H. Rept. 114–337), H8239 [16NO]

Small Business Energy Efficiency Act: Committee on Small Business and Entrepreneurship (Senate) (S. 1756), S6651 [15SE]

Small Business Investment Capital Company Act: Committee on Small Business and Entrepreneurship (Senate) (S. 552), S4021 [10JN]

Small Business Investment Company Capital Act: Committee on Small Business (House) (H.R. 1023) (H. Rept. 114–189), H4768 [25JN]

Swap Data Repository and Clearinghouse Indemnification Correction Act: Committee on Financial Services (House) (H.R. 1847) (H. Rept. 114–202), H5171 [14JY]

Tax Rate Modification for Excise Tax on Investment Income of Private Foundations: Committee on Ways and Means (House) (H.R. 640) (H. Rept. 114–19), H865 [9FE]

Tax Relief Extension Act: Committee on Finance (Senate) (S. 1946) (S. Rept. 114–118), S6379 [5AU]

Women’s Small Business Ownership Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2126), S7271 [8OC]

Statements

Retail Investor Protection Act: Several Organizations, H7234 [27OC]

Summaries

Protecting Employees and Retirees in Business Bankruptcies Act (H.R. 97), E15E18 [6JA]

Texts of

H. Res. 27, consideration of H.R. 37, Promoting Job Creation and Reducing Small Business Burdens Act, H.R. 185, Regulatory Accountability Act, and H.R. 240, Dept. of Homeland Security appropriations, H237 [13JA]

H. Res. 101, consideration of H.R. 644, America Gives More Act and H.R. 636, America’s Small Business Tax Relief Act, H993 [12FE]

H. Res. 121, consideration of H.R. 529, tax treatment of certain education savings plans improvement and H.R. 5, Student Success Act, H1126 [25FE]

H. Res. 189, consideration of H.R. 650, Preserving Access to Manufactured Housing Act and H.R. 685, Mortgage Choice Act, H2165 [14AP]

H. Res. 271, consideration of H.R. 1806, America COMPETES Reauthorization Act, H3321 [19MY]

H. Res. 273, consideration of H.R. 2262, Spurring Private Aerospace Competitiveness and Entrepreneurship (SPACE) Act and H.R. 880, American Research and Competitiveness Act, H3403 [20MY]

H. Res. 491, consideration of H.R. 1090, Retail Investor Protection Act, H7201 [27OC]

H.R. 37, Promoting Job Creation and Reducing Small Business Burdens Act, H71H74 [7JA], H341H344 [13JA]

H.R. 299, Capital Access for Small Community Financial Institutions Act, H2119 [13AP]

H.R. 432, SBIC Advisers Relief Act, H5140 [14JY]

H.R. 529, tax treatment of certain education savings plans improvement, H1135 [25FE]

H.R. 636, America’s Small Business Tax Relief Act, H1041 [13FE]

H.R. 685, Mortgage Choice Act, H2188 [14AP]

H.R. 880, American Research and Competitiveness Act, H3410 [20MY]

H.R. 1023, Small Business Investment Company Capital Act, H5095 [13JY]

H.R. 1090, Retail Investor Protection Act, H7231 [27OC]

H.R. 1259, Helping Expand Lending Practices in Rural Communities Act, H2122 [13AP]

H.R. 1317, CFTC specification of how clearing requirements apply to certain affiliate transactions, H8219 [16NO]

H.R. 1334, Holding Company Registration Threshold Equalization Act, H5142 [14JY]

H.R. 1408, Mortgage Servicing Asset Capital Requirements Act, H5137 [14JY]

H.R. 1525, Disclosure Modernization and Simplification Act, H6804 [6OC]

H.R. 1806, America COMPETES Reauthorization Act, H3426H3445 [20MY]

H.R. 1839, Reforming Access for Investments in Startup Enterprises (RAISE) Act, H6806 [6OC]

H.R. 1847, Swap Data Repository and Clearinghouse Indemnification Correction Act, H5145 [14JY]

H.R. 2064, Improving Access to Capital for Emerging Growth Companies Act, H5147 [14JY]

H.R. 2620, cotton futures contracts definition modification under U.S. Cotton Futures Act, H4563 [23JN]

H.R. 3032, SEC Reporting Modernization Act, H8219 [16NO]

S. 747, American Innovation Act, S1531 [16MR]

S. 871, Helping Expand Lending Practices in (HELP) Rural Communities Act, S2048 [26MR]

S. 1156, Protecting Employees and Retirees in Business Bankruptcies Act, S2573S2577 [30AP]

S. 1687, Offshore Reinsurance Tax Fairness Act, S4650 [25JN]

S. 2152, Electrify Africa Act, S8863S8865 [18DE]

S. Res. 161, Financial Literacy Month, S2581 [30AP]

S. Res. 252, Committee on Small Business and Entrepreneurship (Senate) priorities to ease burden of Federal tax compliance on small businesses, S6654S6656 [15SE]

S. Res. 263, support goals and ideals of National Retirement Security Week, S6899 [22SE]