INVESTMENTS related term(s) Securities
Amendments
Dept. of Commerce: require SelectUSA to coordinate with State-level economic development organizations to increase foreign direct investment in semicondutor-related manufacturing and production (S. 3309), S3007, S3009 [16JN]
Economy: use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), S3922 [3AU], S4070, S4145, S4170, S4171, S4172, S4178, S4179, S4180, S4181, S4184, S4185, S4186, S4187, S4190, S4191, S4192, S4197, S4199, S4200, S4221, S4222, S4225, S4226, S4231, S4234, S4237, S4238, S4243, S4244, S4245, S4247, S4248, S4249, S4250, S4252, S4253, S4256, S4257, S4292, S4295, S4296, S4297, S4298, S4301, S4306, S4310, S4311, S4312, S4313, S4316, S4317, S4320, S4321, S4322, S4323, S4324, S4325, S4326, S4327, S4329, S4331, S4334, S4335, S4336, S4337, S4338, S4339, S4341, S4342, S4343, S4344, S4345, S4346, S4347, S4348, S4349, S4350, S4360, S4361, S4376, S4397, S4399 [6AU], H7577 [12AU]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), consideration of Senate amendment (H. Res. 1316), H7575 [12AU]
Puerto Rico: require disclosure of connections to debtors, creditors, or parties of interest to debt restructuring by professionals involved in process of such restructuring (H.R. 1192), H230 [19JA]
SBA: establish SBIC Working Group (S. 2521), S5168, S5169, S5170, S5505 [28SE]
SEC: revise any rules necessary to enable issuers of index-linked annuities to register on form tailored specifically to registered index-linked annuities (S. 3198), S7002, S7004 [6DE]
Analyses
Inflation Reduction Act Budgetary and Macroeconomic Effects: University of Pennsylvania Wharton School, H7670 [12AU]
Articles and editorials
CME Group’s Boss Spotted Early Trouble at Crypto Exchange FTX Run by Sam Bankman-Fried, S7790 [20DE]
Over 230 Economists Warn Manchin’s Spending Bill Will Perpetuate Inflation, H7650 [12AU]
U.S. Economy Remains #1 in 2021, but What About Our Future?, E30 [12JA]
Bills and resolutions
Africa: promote, facilitate, and increase two-way trade investment with U.S. (see H.R. 6455), H288 [20JA]
Appalachian Regional Commission: relocate headquarters to Appalachian region (see S. 5092), S6695 [15NO]
Armed Forces: expand period during which days of service on active duty or performance of active service reduce eligibility age for Reserve members for retired or retainer pay (see H.R. 8039), H5486 [13JN]
Arts and humanities: support development of arts businesses, jobs, and growth of creative economy (see S. 3521), S351 [19JA] (see H.R. 6381), H77 [12JA]
Business and industry: address entities that are not considered to be investment companies for purposes of Investment Company Act (see S. 3976), S1910 [31MR]
——— limit fiduciary consideration of non-pecuniary factors in investment decision-making (see H.R. 9198), H8402 [18OC]
——— require investment advisers for passively-managed funds to arrange for pass-through voting of proxies for certain securities (see S. 4241), S2586 [18MY] (see H.R. 8521), H7254 [27JY]
CBO: modernize scoring of preventive health legislation to assess long-term health savings (see H.R. 6423), H252 [19JA]
CFTC: prohibit trading of water and water rights for future delivery (see S. 3886), S1270 [21MR] (see H.R. 7182), H3858 [21MR]
China: address corrupt business practices that excuse genocide, advance Chinese Communist Party propaganda, advocate on behalf of Chinese Communist Party officials, or invest in certain Chinese industries (see S. 3584), S523 [3FE]
——— impose sanctions in event of invasion or blockade of Taiwan (see S. 3735), S950 [2MR]
——— prohibit securities investments that finance certain Chinese companies and expand Non-Specially Designated Nationals Chinese Military-Industrial Complex Companies List (see S. 4099), S2189 [27AP]
——— require annual report on U.S. portfolio investments (see S. 4051), S2092 [7AP]
Colleges and universities: provide legal framework necessary for growth of innovative private financing options for students to fund postsecondary education (see S. 4551), S3378 [19JY]
Committee on Foreign Investment in the U.S.: include Sec. of Agriculture as member (see S. 4786), S4214 [6AU] (see H.R. 8274), H5930 [1JY]
——— increase oversight of foreign direct investment in U.S. agricultural land (see S. 4821), S4541 [12SE]
Congress: prohibit Members and senior staff from buying or selling individual stocks and other investments while in office and prohibit Members from serving on corporate boards while in office (H.R. 1579), consideration (see H. Res. 899), H330 [1FE]
Courts: establish judicial ethics (see S. 4177), S2420 [10MY] (see H.R. 7706), H4796 [10MY]
Cryptocurrency: establish reporting requirements for issuers of fiat currency-backed stablecoins (see S. 3970), S1910 [31MR] (see H.R. 7328), H4072 [31MR]
——— establish reporting requirements for persons who issue fiat currency-backed stablecoins (see H.R. 8498), H7168 [26JY]
——— provide regulatory framework and consumer protections for issuance of payment stablecoins (see S. 5340), S9779 [21DE]
——— require interagency study on environmental and energy impacts of crypto-asset mining and assess crypto-asset mining compliance with Clean Air Act (see S. 5210), S7034 [7DE] (see H.R. 9457), H8823 [7DE]
Dept. of Commerce: provide grants to underinvested and underserved communities to promote investment in catalytic local predevelopment projects for resilient climate infrastructure innovation (see H.R. 9651), H9983 [21DE]
——— require SelectUSA to coordinate with State-level economic development organizations to increase foreign direct investment in semicondutor-related manufacturing and production (see H.R. 7576), H4509 [26AP]
Dept. of Defense: establish public-private partnership technology investment pilot program (see S. 4588), S3611 [21JY] (see H.R. 8470), H7066 [21JY]
Dept. of Education: require annual reporting on assets of institutions of higher education (see H.R. 9226), H8413 [25OC]
Dept. of Energy: establish program to incentivize investment in facilities that carry out metallurgy of rare earth elements and production of finished rare earth products (see S. 4033), S2091 [7AP] (see H.R. 7460), H4432 [7AP]
Dept. of Homeland Security: create special pay incentive for U.S. Customs and Border Protection law enforcement officers (see H.R. 9406), H8729 [2DE]
Dept. of Labor: disapprove rule entitled ‘‘Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights’’ (see S.J. Res. 65), S6941 [1DE] (see S.J. Res. 68), S7252 [15DE] (see H.J. Res. 103), H9902 [15DE] (see H.J. Res. 104), H9910 [20DE]
——— improve defined contribution plan fee disclosures (see H.R. 7284), H4005 [30MR]
——— prohibit from constraining range or type of investments that may be offered to participants and beneficiaries of individual retirement accounts who exercise control over assets in such accounts (see S. 4147), S2358 [5MY] (see H.R. 7860), H5212 [20MY]
Dept. of the Treasury: define dollar as fixed weight of gold (see H.R. 9157), H8385 [7OC]
——— ensure U.S. currency market does not support egregious human rights violations (see H.R. 8001), H5445 [9JN]
——— establish American Worker Retirement Plan to provide certain workers access to portable, tax-advantaged retirement savings accounts (see S. 5271), S7252 [15DE] (see H.R. 9462), H8872 [8DE]
——— impose restrictions on investment in Chinese companies by tax-exempt entities (see S. 5178), S6941 [1DE] (see H.R. 9385), H8708 [1DE]
——— include State insurance commissioner as voting member of Financial Stability Oversight Council (see S. 4110), S2219 [28AP]
——— issue bonds to finance construction of southern border wall and installation of additional physical barriers, roads, lighting, cameras, and sensors to gain operational control of southwest border (see H.R. 8371), H6622 [14JY]
——— prohibit U.S. financial institutions from participating in secondary market for certain Russian bonds (see H.R. 6900), H1274 [2MR]
——— reauthorize and improve community development financial institutions bond guarantee program (see S. 3441), S49 [5JA] (see H.R. 7733), H4919 [12MY]
——— seek immediate bilateral, multilateral, and commercial debt service payment relief for Ukraine (see H.R. 7081), H3742 [15MR]
——— study effects of inflation on savings of U.S. individuals (see H.R. 7005), H1421 [9MR]
Dept. of Veterans Affairs: ensure that certain benefits are treated as income by landlords evaluating ability of servicemembers, veterans, or spouse or child of servicemember or veteran, to pay rent (see H.R. 7885), H5218 [27MY]
——— improve management and performance of capital asset programs (see S. 4601), S3639 [25JY]
Economy: increase annual limitation on purchases by individuals of Series I U.S. savings bonds during periods of high inflation (see S. 4952), S5051 [27SE]
——— jump-start economic recovery through formation and growth of new businesses (see S. 5287), S7252 [15DE]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), consideration of Senate amendment (see H. Res. 1316), H7707 [12AU]
Education: establish award allocation to facilitate financial literacy programs (see H.R. 9272), H8428 [3NO]
ERISA: amend (see H.R. 9515), H9729 [13DE]
——— clarify fiduciary duty of plan administrators to select and maintain investments based solely on pecuniary factors (see S. 4484), S3160 [23JN] (see S. 4613), S3694 [26JY]
——— permit default investment arrangements in annuities (see H.R. 6746), H1123 [15FE]
FDIC: exclude affiliates and subsidiaries of insured depository institutions from definition of deposit broker (see S. 5346), S9779 [21DE]
——— remove restrictions on brokered deposits (see S. 5347), S9779 [21DE]
Federal employees: modify timing to file periodic transaction reports (see H.R. 6486), H300 [25JA]
——— prohibit investments under Thrift Savings Plan in certain mutual funds that make investment decisions based primarily on environmental, social, or governance criteria (see S. 5000), S5226 [28SE] (see H.R. 7896), H5219 [27MY]
——— prohibit sums in Thrift Savings Fund from being invested in any security of entity based in Russia (see H.R. 7113), H3825 [17MR]
——— prohibit transactions involving certain financial instruments by senior Federal employees, their spouses, or dependent children (see H.R. 8754), H7731 [30AU]
——— provide for corporate responsibility investment option under Thrift Savings Plan (see H.R. 7852), H5207 [19MY]
——— require public availability of financial disclosure forms of certain special consultants and information relating to certain confidential filers (see S. 3523), S351 [19JA] (see H.R. 6447), H288 [20JA]
——— restrict trading and ownership of certain investments (see H.R. 9216), H8408 [21OC]
Federal Infrastructure Bank: establish (see H.R. 8682), H7556 [9AU]
Federal Retirement Thrift Investment Board: establish Inspector General (see H.R. 8763), H7731 [30AU]
FERC: protect consumers from manipulation of electricity and natural gas markets by traders (see S. 4679), S3782 [28JY] (see H.R. 8578), H7404 [28JY]
Financial institutions: amend securities, commodities, and banking laws to make information reported to financial regulatory agencies electronically searchable and enable regulatory technology (RegTech) applications (see S. 4295), S2664 [24MY]
——— establish clear and uniform process, on nationwide basis, for replacing LIBOR (adjustable interest rate) in existing contracts (see S. 3779), S1059 [8MR] (see S. 3844), S1178 [15MR]
——— improve examination of depository institutions (see S. 5049), S5542 [29SE]
——— promote innovation in financial services by modernizing regulatory framework to reduce barriers to getting innovative products to market (see H.R. 9556), H9852 [14DE]
——— provide for responsible financial innovation and bring digital assets within regulatory perimeter (see S. 4356), S2814 [7JN]
——— provide greater transparency relative to financial regulatory agencies (see S. 5300), S7311 [19DE]
——— provide requirements for bulk auction or group sale of certain non-performing loans (see S. 5342), S9779 [21DE]
——— provide that consumer transaction account deposits of insured depository institution are not considered to be funds obtained by or through deposit broker (see S. 5345), S9779 [21DE]
——— require regulatory agencies to take risk profiles and business models of institutions into account when taking regulatory actions (see S. 3745), S990 [3MR]
Financial Literacy Month: designate (see S. Res. 588), S2092 [7AP]
Foreign policy: review sanction policy relative to Russian kleptocrats and human rights abusers (see H.R. 6846), H1146 [25FE]
FRS: establish goals for use of diverse investment advisers, brokers, and dealers in investment management agreements relative to Board of Governor’s unusual and exigent circumstances authority (see H.R. 9705), H10550 [3JA]
Government: prohibit Members of Congress, congressional staff, President, Vice President, and senior officials from owning investments while in office and prohibit Members from serving on corporate boards while in office (see H.R. 6844), H1146 [25FE]
——— require Members of Congress, congressional staff, President, Vice President, and senior officials to report Government payments in financial disclosures and ban stock trading for senior officials (see S. 3612), S612 [9FE] (see H.R. 6694), H1113 [9FE]
Government regulations: prohibit lending, leveraging, or co-mingling customer funds by cryptocurrency exchanges without consent of customers (see H.R. 9422), H8730 [2DE]
——— protect investment choices by allowing money market funds to elect to be stable value funds if they meet certain criteria and would be exempt from default liquidity fee requirementss (see H.R. 9089), H8370 [30SE]
Health: repeal Patient Protection and Affordable Care Act individual and employer health insurance mandates and expand choices in obtaining and financing affordable health insurance coverage (see H.R. 7258), H3895 [28MR]
House Rules: prohibit Members of Congress from owning individual stocks (see H. Res. 873), H216 [18JA]
Iceland: include in list of foreign states whose nationals are eligible for admission into U.S. as E-1 and E-2 nonimmigrants if U.S. nationals are treated similarly by Iceland (see H.R. 6430), H252 [19JA]
Information technology: provide for orderly and secure digital commodity exchange markets (see H.R. 7614), H4607 [28AP]
International Development Association: accord securities same exemption from securities laws that applies to securities of other multilateral development banks in which U.S. is member (see H.R. 8484), H7066 [21JY]
Law enforcement: require Federal financial regulators to create public database of people who have committed financial crimes or have civil liability for financial misdeeds (see S. 3716), S875 [1MR]
Members of Congress: ban lobbying after leaving office, prohibit individual stock ownership, and restrict travel benefits and certain perks for former Members (see H.R. 7782), H5009 [16MY]
——— prohibit from buying or selling individual securities and lobbying for compensation after leaving Congress (see S. 3550), S442 [1FE]
——— prohibit stock trading and ownership by Members and their spouses (see S. 3631), S647 [10FE] (see H.R. 6678), H1113 [9FE]
——— prohibit transactions involving certain financial instruments (see S. 3504), S220 [13JA] (see H.R. 6490), H300 [25JA]
——— require disclosure of financial interests in cryptocurrency (see H.R. 7862), H5212 [20MY]
——— require Members, spouses, and dependent children to place certain assets into blind trusts (see S. 3494), S189 [12JA]
——— require Members, spouses, and dependent children to place certain assets into blind trusts (H.R. 336), consideration (see H. Res. 930), H1131 [18FE]
——— require timely filing of reports on transactions in stocks, bonds, commodities futures, and other forms of securities (see H.R. 7126), H3826 [17MR]
Money: provide for strengthening of supervision of digital asset markets by self-regulatory organizations (see S. 5286), S7252 [15DE]
Office of the Director of National Intelligence: require submission of annual report on investment by any Chinese entity in port infrastructure in Western Hemisphere (see H.R. 6542), H329 [1FE] (see H.R. 6798), H1131 [18FE]
Pensions: allow employers to offer pension-linked emergency savings accounts for financial emergencies (see S. 4310), S2708 [25MY]
——— clarify fiduciary duties regarding asset classes (see S. 4973), S5225 [28SE] (see H.R. 9066), H8315 [29SE]
——— improve access for diverse-owned asset management firms that invest retirement plan funds (see S. 4097), S2189 [27AP] (see H.R. 7594), H4574 [27AP]
——— improve certain retirement plans (see S. 4353), S2814 [7JN]
——— increase retirement savings and simplify and clarify retirement plan rules (see H.R. 8579), H7404 [28JY]
——— protect pensions in bankruptcy proceedings (see S. 5097), S6695 [15NO]
——— protect retirement security (see H.R. 7310), H4071 [31MR]
——— provide better access to retirement plans through small businesses (see S. 4154), S2358 [5MY]
——— require investment advisors to consider only monetary factors when making investment decisions (see H.R. 7151), H3852 [18MR]
——— require named fiduciaries collect contributions to pooled employer plans (see H.R. 6912), H1301 [3MR]
Political ethics: prohibit former political appointees from serving certain roles in investment fund in which foreign principal owns shares if such role is based on conversations had during Government service (see H.R. 9573), H9901 [15DE]
——— restrict trading and ownership of covered investments by senior Government officials (see H.R. 8990), H8220 [28SE]
Public Company Accounting Oversight Board: establish whistleblower program (see H.R. 7245), H3895 [28MR]
——— exclude audits of privately held, non-custody brokers and dealers that are in good standing from certain requirements (see S. 4292), S2664 [24MY]
Russia: prohibit investment by institutional investors in securities issued by Russian entities (see S. 3733), S950 [2MR]
SBA: develop and disseminate educational materials on certain opportunities for small businesses to raise capital from investors (see H.R. 9450), H8823 [7DE]
——— improve women’s business center program (see S. 4863), S4638 [15SE] (see H.R. 6441), H288 [20JA]
——— increase maximum amount for certain loans (see H.R. 6921), H1301 [3MR]
SEC: add additional investment thresholds for individual to qualify as accredited investor (see H.R. 9405), H8729 [2DE]
——— address disclosures by directors, officers, and principal stockholders of foreign private issuers (see S. 4127), S2275 [3MY]
——— address issuance of securities by Chinese entities (see S. 3926), S1774 [24MR]
——— address solicitation of proxy relative to securities (see S. 3945), S1832 [29MR]
——— amend certain security registration thresholds under Securities Exchange Act (see H.R. 6750), H1123 [15FE]
——— amend Federal securities laws to specify periods for which financial statements are required to be provided by emerging growth company (see H.R. 9411), H8729 [2DE]
——— create safe harbor for finders and private placement brokers (see S. 3922), S1774 [24MR] (see H.R. 8998), H8220 [28SE]
——— define secondary offerings of Regulation A tier 2 securities as covered securities for purposes of exemption from State regulation (see S. 3966), S1867 [30MR]
——— disapprove rule submitted entitled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’ (see H.J. Res. 88), H5610 [15JN]
——— establish grant program to fund qualified investor advocacy clinics (see S. 4657), S3782 [28JY] (see H.R. 7923), H5227 [31MY]
——— except quotations of fixed-income securities from certain regulatory requirements (see H.R. 6632), H1012 [7FE]
——— exclude qualified institutional buyers and institutional credited investors when calculating holders of security for purposes of mandatory registration threshold (see H.R. 9459), H8823 [7DE]
——— expand access to capital for rural small businesses (see S. 3503), S220 [13JA]
——— expand definition of qualifying accredited investor (see S. 3921), S1774 [24MR]
——— expand research report exception to include reports about any issuer that undertakes proposed offering of public securities (see H.R. 9605), H9902 [15DE]
——— further enhance anti-retaliation protections for whistleblowers (see S. 3977), S1910 [31MR]
——— improve consideration of costs and benefits of regulations and orders (see H.R. 9603), H9902 [15DE]
——— improve quality of proxy advisory firms to protect investors and economy and to foster accountability, transparency, responsiveness, and competition in the industry (see H.R. 9527), H9851 [14DE]
——— lower aggregate market value of voting and non-voting common equity necessary for issuer to qualify as well-known seasoned issuer (see H.R. 9562), H9853 [14DE]
——— permit different trading increment (tick) sizes for emerging growth companies (see S. 3947), S1832 [29MR]
——— permit increase of regulatory exemption thresholds (see S. 3916), S1774 [24MR]
——— permit issuer, when determining market capitalization of issuer for purposes of testing significance of acquisition or disposition, to include value of all shares of issuer (see H.R. 9551), H9852 [14DE]
——— permit issuers to submit draft registration statements for confidential review for both initial public offers and follow-on offers and set deadlines for when such statements shall be made public (see H.R. 9412), H8730 [2DE]
——— permit registered investment companies to omit certain fees from calculation of acquired fund fees and expenses reporting (see S. 3961), S1867 [30MR]
——— preempt State securities law requiring registration for secondary transactions (see S. 3967), S1867 [30MR] (see H.R. 9478), H8873 [8DE]
——— prohibit certain securities trading and related communications by those who possess material, nonpublic information to prevent insider trading (see S. 3990), S1936 [4AP]
——— prohibit from finalizing proposed rule titled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’ (see H.R. 8589), H7537 [29JY]
——— prohibit from requiring issuers to disclose information relative to greenhouse gas emissions (see S. 5135), S6823 [28NO] (see H.R. 9063), H8315 [29SE]
——— prohibit limitations on closed-end companies investing in private funds (see S. 3948), S1832 [29MR]
——— prohibit requirements for issuers to make certain disclosures relative to greenhouse gas emissions or consumption (see H.R. 7355), H4126 [1AP]
——— promulgate rules relative to electronic delivery of certain required disclosures (see H.R. 9570), H9901 [15DE]
——— provide digital asset intermediaries with safe harbor from certain enforcement actions and clarify classifications of digital assets and applicable liabilities under existing securities regulations (see S. 5030), S5541 [29SE]
——— provide grants to States for enhanced protection of senior citizen investors and policyholders (see S. 3529), S382 [20JA]
——— provide small issuers with micro-offering exemption free of mandated disclosures or offering filings, but subject to antifraud provisions of Federal securities laws (see S. 3939), S1803 [28MR]
——— provide that broker-dealers who provide research services to investment managers and receive payments from certain accounts are not investment advisers (see S. 3965), S1867 [30MR]
——— provide that certain disclosures relative to scope 3 greenhouse-gas emissions may not be required under securities laws (see H.R. 8507), H7169 [26JY]
——— repeal rule making open market stock repurchases by public companies easier and require percentage of company boards to be picked by employees (see H.R. 9149), H8385 [7OC]
——— require Advocate for Small Business Capital Formation to provide educational resources and host events to promote capital raising options for traditionally underrepresented small businesses (see H.R. 7977), H5408 [8JN]
——— require certain cryptocurrency exchanges to make disclosures relating to proof of reserves (see H.R. 9421), H8730 [2DE]
——— require conduct of investor testing, including survey and interviews of retail investors, when developing rules and regulations about disclosures to retail investors (see H.R. 8462), H7065 [21JY]
——— require covered issuers to carry out racial equity audit every 2 years (see H.R. 9437), H8800 [6DE]
——— require issuers filing annual reports to disclose any connections with Chinese Communist Party (see S. 3598), S575 [8FE] (see H.R. 6650), H1074 [8FE]
——— require issuers to disclose whether they do business in, or with Russia or other aggressor nations (see H.R. 7228), H3863 [24MR]
——— require national securities exchanges to identify issuers that are consolidated variable interest entities (see S. 4757), S3919 [3AU]
——— require proxy voting advice businesses to disclose certain information (see H.R. 9488), H9688 [12DE]
——— require that information required to be disclosed by issuers be material to investors of those issuers (see S. 5005), S5540 [29SE] (see H.R. 9408), H8729 [2DE]
——— require to periodically review final rules issued by Commission (see H.R. 9526), H9851 [14DE]
——— revise definition of facility (see H.R. 8617), H7538 [29JY]
——— revise definition of qualifying investment to include equity security issued by qualifying portfolio company for purposes of exemption from registration for venture capital fund advisers (see S. 3914), S1774 [24MR]
——— revise rules on general solicitation or general advertising to allow for presentations or other communication made by or on behalf of issuer at certain events (see H.R. 9451), H8823 [7DE]
——— revise shareholder threshold for registration under Securities Exchange Act for issuers that receive support through certain Federal universal service support mechanisms (see S. 4689), S3804 [1AU] (see H.R. 9445), H8800 [6DE]
——— specify certain registration statement contents for emerging growth companies and permit issuers to file draft registration statements for confidential review (see H.R. 9413), H8730 [2DE]
——— strengthen Office of the Investor Advocate (see H.R. 7732), H4919 [12MY]
——— study costs associated with small- and medium-sized companies to undertake initial public offerings (see S. 3980), S1910 [31MR]
——— study need to revise current tick size regime used for purpose of quoting or trading securities (see H.R. 8436), H6921 [20JY]
——— support current definition of materiality in securities laws and oppose new disclosure requirements outside core mission (see H. Res. 1028), H4191 [5AP]
——— update guidance on economic analysis in rulemaking (see H.R. 7408), H4191 [5AP]
Small business: permit access to financial capital sources for investment in and financing of cannabis-related businesses and create safe harbor for securities exchanges to list securities of cannabis-related businesses (see H.R. 8200), H5877 [23JN]
Taxation: add new medical research component to credit for increasing research activities (see H.R. 7505), H4442 [14AP]
——— adopt mark-to-market capital gains income tax rules for taxpayers with net worth above specified threshold (see H.R. 7502), H4442 [14AP]
——— allow business credit for gain from sale of real property for use as manufactured home community to promote resident-owned cooperatives (see S. 4475), S3159 [23JN] (see H.R. 7220), H3863 [24MR]
——— allow credit against income tax for equity investments by angel investors (see S. 5262), S7199 [14DE]
——— allow deduction for investment advisory expenses of certain funeral and cemetery trusts during suspension of miscellaneous itemized deductions (see H.R. 8020), H5446 [9JN]
——— allow employers tax credit as incentive to partner with community colleges or other educational institutions to improve workforce development and job training for students (see H.R. 6778), H1130 [18FE]
——— allow for establishment of child health savings accounts (see H.R. 6507), H301 [25JA]
——— allow for special rollovers to Roth individual retirement accounts from long-term qualified tuition programs (see S. 4400), S2940 [14JN]
——— allow individuals enrolled in Medicare to contribute to health savings accounts (see H.R. 7435), H4431 [7AP]
——— allow students to take saver’s credit (see H.R. 8837), H7880 [15SE]
——— ensure that bonds used to finance professional sports stadiums are not treated as tax-exempt bonds (see H.R. 6806), H1139 [22FE]
——— establish health freedom accounts (see H.R. 9160), H8385 [7OC]
——— establish tax-preferred Lifelong Learning and Training Account programs that provide Federal matching funds for contributions by low- and moderate-income workers or their employers (see S. 4023), S2091 [7AP]
——— establish timeline for donations to working charities from donor advised funds (see H.R. 6595), H947 [3FE]
——— exclude from gross income de minimis gains from certain sales or exchanges of virtual currency (see S. 4608), S3694 [26JY]
——— expand housing investment with mortgage revenue bonds (see S. 4445), S3075 [22JN] (see H.R. 8184), H5822 [22JN]
——— expand uses for funds under qualified tuition programs (see H.R. 8128), H5645 [16JN]
——— impose excise tax on acquisition of single-family homes by certain large investors (see H.R. 8582), H7404 [28JY]
——— impose excise tax on certain investments of private colleges and universities (see H.R. 8447), H6921 [20JY]
——— impose excise tax on individuals and entities owning more than 100 single-family residences (see S. 5151), S6905 [30NO]
——— impose minimum tax on certain wealthy tax payers that takes into account unrealized gains (see H.R. 8558), H7403 [28JY]
——— increase and provide inflation adjustment for limitation on distributions from qualified tuition programs that may be used for elementary and secondary tuition (see S. 4265), S2620 [19MY]
——— increase exclusion from gain of sale of principal residence (see H.R. 9015), H8221 [28SE]
——— increase limitations on contributions to health savings accounts (see S. 5302), S9625 [20DE]
——— make portion of research credit refundable for certain small businesses engaging in specified medical research (see H.R. 7504), H4442 [14AP]
——— modify depreciation of nonresidential real property and residential rental property (see S. 4012), S2040 [6AP] (see H.R. 7229), H3863 [24MR]
——— modify excise tax on investment income of private colleges and universities (see H.R. 8883), H7964 [19SE]
——— modify maximum capital gains rate and tax on net investment income (see S. 4393), S2939 [14JN]
——— modify net investment income tax and transfer revenues to Federal Hospital Insurance Trust Fund (see H.R. 8323), H5945 [11JY]
——— modify private business use requirements for bonds issued for lead service line replacement projects (see S. 4921), S4969 [22SE] (see H.R. 6985), H1373 [8MR]
——— modify rules applicable to using private activity bonds for broadband projects (see H.R. 8099), H5644 [16JN]
——— modify rules relating to beneficiaries of charitable remainder trusts (see S. 4426), S3003 [16JN] (see H.R. 8625), H7538 [29JY]
——— modify rules relative to like kind exchanges (see S. 3669), S753 [16FE]
——— permit election relative to property transferred in connection with services to be made in electronic form (see H.R. 7090), H3743 [15MR]
——— prevent excise tax on repurchase of corporate stock from taking effect (see H.R. 8853), H7881 [15SE]
——— prohibit deduction of certain expenses for, and impose excise tax on sale of, homes owned by large investors, prohibit Federal mortgage assistance for such investors, and establish neighborhood homes tax credit (see H.R. 9246), H8418 [28OC]
——— promote new business innovation (see H.R. 7503), H4442 [14AP]
——— provide credit for investment in community development financial institutions (see S. 4418), S3003 [16JN]
——— provide exception from passive loss rules for investments in specified medical research small business pass-thru entities (see H.R. 7515), H4442 [14AP]
——— provide for penalty-free withdrawals from retirement accounts for certain emergency expenses (see H.R. 7146), H3827 [17MR]
——— provide for school infrastructure finance and innovation tax credit bonds (see H.R. 9668), H9983 [21DE]
——— provide incentives for use of automatic portability arrangements under defined contribution plans (see S. 4406), S2968 [15JN] (see H.R. 9252), H8418 [28OC]
——— provide tax relief for certain small business owners and impose tax on repurchase of corporate stock (see H.R. 8559), H7404 [28JY]
——— raise health savings accounts contributions limit, remove requirement to maintain high deductible coverage relative to such accounts, and include drugs as qualified medical expenses (see H.R. 6474), H294 [21JA]
——— recognize importance of stepped-up basis of certain inherited property in preserving family-owned farms and small businesses (see H. Res. 1015), H4006 [30MR]
——— reform rules relative to qualified opportunity zones (see S. 4065), S2092 [7AP] (see H.R. 7467), H4432 [7AP]
——— repeal production tax credit and investment tax credit (see H.R. 6644), H1074 [8FE]
——— require fairness and diversity in opportunity zone investment and require minimum investment in controlled-environment agriculture (see H.R. 9338), H8587 [17NO]
——— revise definition of broker for purposes of certain reporting requirements relative to digital asset transfers (see S. 4751), S3918 [3AU]
——— tax excess profits of large oil and gas companies, impose tax on repurchase of stock by large oil and gas companies, and end use of LIFO method of accounting by large oil and gas trades or businesses (see S. 4768), S4044 [4AU]
——— temporarily suspend required minimum distribution rules for certain retirement plans (see H.R. 8331), H5974 [12JY]
——— treat certain price protection payments as eligible rollover distributions (see H.R. 9286), H8441 [10NO]
——— treat contributions to qualified tuition programs as qualified retirement savings contributions for purposes of saver’s credit (see S. 4103), S2219 [28AP]
Telecommunications: invest in rural broadband infrastructure and recognize importance to rural communities (see H. Res. 885), H301 [25JA]
Texas: conform Federal tax law with Texas Constitution to allow for continued benefit to fullest extent possible from financial leverage of Permanent University Fund to State of Texas (see H.R. 9332), H8587 [17NO]
U.S. Working Group on Inflation: establish (see H.R. 6399), H193 [13JA]
Veterans: make homebuyers aware of all loan options by providing veterans with written comparison of Dept. of Veterans Affairs, FHA, and conventional loan options (see H.R. 8616), H7538 [29JY]
Cloture motions
Frost, Joshua: nomination to be Assistant Sec. of the Treasury for Financial Markets, S2211 [28AP], S2239 [2MY]
Cost Estimates
Inflation Reduction Act (H.R. 5376): CBO, H7662 [12AU]
Letters
Allow one-time election for qualified charitable distribution from individual retirement accounts to split-interest entity and inflation adjust limits for qualified charitable distributions: several organizations, H3944 [29MR]
Impact of SEC rule entitled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’ on agricultural community: several Representatives, H6850 [19JY]
Inflation Reduction Act: several economists, H7697 [12AU]
Require issuers of securities that are exempt from SEC registration to disclose basic information relative to issuer and country of origin: Americans for Financial Reform (organization), H864 [2FE]
——— Dylan Bruce, Consumer Federation of America, H864 [2FE]
——— Public Citizen, Inc., H865 [2FE]
SEC staff guidance relative to certain entities’ custodial obligations regarding digital assets: several Representatives, H9897 [15DE]
Securing a Strong Retirement Act: Bill Sweeney, AARP, H3944 [29MR]
——— Brian H. Graff, American Retirement Association, H3943 [29MR]
——— Eric J. Pan, Investment Company Institute, H3943 [29MR]
——— Lynn Dudley and Diann Howland, American Benefits Council, H3943 [29MR]
——— Stephanie Silverman, Employee-Owned S Corporations of America (organization), H3942 [29MR]
Lists
Committee on Taxation (Joint) staff working on H.R. 5376, Inflation Reduction Act, S4954 [22SE]
Congressional Budget Office staff working on H.R. 5376, Inflation Reduction Act, S4954 [22SE]
Organizations opposing H.R. 5376, Inflation Reduction Act, H7678 [12AU]
Votes recorded by proxy on H. Res. 1316, consideration of Senate amendment to H.R. 5376, Inflation Reduction Act, H7577 [12AU]
Votes recorded by proxy on H.R. 935, Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification Act, H4838 [11MY]
Votes recorded by proxy on H.R. 2250, Dept. of Veterans Affairs Information Technology Reform Act, H8576 [17NO]
Votes recorded by proxy on H.R. 2954, Securing a Strong Retirement Act, H3951 [29MR]
Votes recorded by proxy on H.R. 5914, Empowering States To Protect Seniors From Bad Actors Act, H4837 [11MY]
Votes recorded by proxy on H.R. 7081, Ukraine Comprehensive Debt Payment Relief Act, H4839 [11MY]
Votes recorded by proxy on previous question to H. Res. 1316, consideration of Senate amendment to H.R. 5376, Inflation Reduction Act, H7575 [12AU]
Votes recorded by proxy on Senate amendment to H.R. 5376, Inflation Reduction Act, H7704 [12AU]
Votes recorded by proxy on Tlaib amendment to H.R. 8294, consolidated appropriations, H6899 [20JY]
Motions
Economy: use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), S4070, S4170, S4171, S4179, S4180, S4182, S4183, S4184, S4186, S4191, S4193, S4194, S4195, S4196, S4199 [6AU], H7646 [12AU]
Notices
Estimated budget effects of H.R. 2954, Securing a Strong Retirement Act, H3969 [29MR]
Press releases
Nonpartisan Tax Scorekeeper—Average Working Family Is More Likely To Be Worse Off Than Better Off Under Democrat’s Tax Plan: Committee on Ways and Means (House) Republican Staff, H7663 [12AU]
Remarks in House
Biden, President: evaluation of administration, H8528 [16NO]
Business and industry: collapse of FTX Trading Ltd., cryptocurrency exchange, H9896–H9899 [15DE]
Clean Energy and Sustainability Accelerator: establish, H7702 [12AU]
Committee on Energy and Commerce (House): tribute to staff working on H.R. 5376, Inflation Reduction Act, H7690 [12AU]
Congress: prohibit Members and senior staff from buying or selling individual stocks and other investments while in office and prohibit Members from serving on corporate boards while in office (H.R. 1579), H3785 [17MR]
Cryptocurrency: impact on, and threat posed to, U.S. economy, H9896–H9899 [15DE]
Cuba: suspend prohibition on financing of agricultural sales to Cuba, H6893–H6895 [20JY]
Dept. of Agriculture: monitor and report to Congress on food and agriculture supply chain issues, H347 [2FE]
Dept. of Defense: prohibit ownership or trading of stocks by senior officials for any company that received certain amount in revenue from Dept., during preceding calendar year, H7176 [27JY]
Dept. of Labor: electronic delivery safe harbor regulations for certain retirement plan notices, H3948 [29MR]
Dept. of the Treasury: define dollar as fixed weight of gold (H.R. 9157), H8723 [2DE]
——— reauthorize and improve community development financial institutions bond guarantee program, H5570 [15JN]
——— reauthorize and improve community development financial institutions bond guarantee program (H.R. 7733), H7127, H7128 [26JY], H7197, H7223 [27JY]
——— seek immediate bilateral, multilateral, and commercial debt service payment relief for Ukraine (H.R. 7081), H4750–H4752 [10MY]
Dept. of Transportation: Rebuilding American Infrastructure with Sustainability and Equity (RAISE) discretionary grant program funding, H6844 [19JY]
Dept. of Veterans Affairs: improve management of information technology projects and investments (H.R. 2250), H8467–H8469 [14NO]
Economy: use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit, H6943 [21JY]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), H7259 [28JY], E1230 [7DE], E1302 [15DE]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), consideration of Senate amendment (H. Res. 1316), H7561–H7577 [12AU]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), Senate amendment, H7577–H7704 [12AU], E838 [12AU], E856 [16AU], E868 [23AU], E879 [26AU]
——— use of budget reconciliation to make visionary and transformative investments in health, well-being, and financial security of America’s workers and families, H1298 [3MR]
——— use of budget reconciliation to make visionary and transformative investments in health, well-being, and financial security of America’s workers and families (H.R. 5376), H20 [11JA], H176, H177, H181, H191 [13JA], H249, H251 [19JA], H4570 [27AP]
Federal Retirement Thrift Investment Board: establish Inspector General (H.R. 8763), E886 [30AU]
Financial institutions: increase portability of and access to retirement savings, H3948 [29MR]
Foreign countries: require reviews of U.S. investment in countries that may threaten national critical capabilities and improve use of authorities under Defense Production Act, H820 [2FE]
Foreign policy: review sanction policy relative to Russian kleptocrats and human rights abusers (H.R. 6846), H7895–H7898 [19SE], H7984 [20SE], E970 [22SE]
Green New Deal: address climate change, invest in infrastructure, reduce greenhouse gases and agricultural and hazardous waste, convert to clean energy, create jobs, and protect vulnerable communities, H3977 [30MR], H4021 [31MR]
Inflation Reduction Act: impact, H7745, H7746 [13SE], H7790, H7795 [14SE], H7846, H7847, H7848, H7863–H7868 [15SE], H7947, H7948, H7950, H7959, H7960 [19SE], H7974, H7981 [20SE], H8123 [28SE], H8228, H8298 [29SE], H8497 [15NO]
Pensions: ensure sustainability for State and local public employee pension plans, H7077 [26JY]
——— improve and enhance retirement savings, H3946, H3948, H3949 [29MR]
——— improve rules relative to retirement plans, H3941 [29MR]
——— increase retirement savings and simplify and clarify retirement plan rules, E1359 [27DE]
——— increase retirement savings and simplify and clarify retirement plan rules (H.R. 2954), H3925–H3950 [29MR]
——— increase retirement savings and simplify and clarify retirement plan rules (H.R. 2954), unanimous-consent agreement, H3925 [29MR]
——— modify rules relative to 403(b) employer contribution plans, H3941, H3942 [29MR]
——— provide relief for multiemployer and single employer pension plans (H.R. 409), H3939 [29MR]
——— reform multiemployer pension plans, H5489 [14JN], H6512 [14JY]
Portugal: include in list of foreign states whose nationals are eligible for admission into the U.S. as E–1 and E–2 nonimmigrants if U.S. nationals are treated similarly by Portugal (H.R. 2571), H5343 [8JN]
Power resources: transition away from fossil fuel energy sources to clean and renewable energy in order to ensure energy security for U.S. and its allies, H3785 [17MR]
Puerto Rico: require disclosure of connections to debtors, creditors, or parties of interest to debt restructuring by professionals involved in process of such restructuring (H.R. 1192), Senate amendment, H230–H232 [19JA]
SBA: improve women’s business center program (H.R. 6441), H4465–H4470 [26AP], E418 [27AP]
SEC: amend laws relative to risk-based examinations of nationally recognized statistical rating organizations (H.R. 4586), H7128, H7129 [26JY]
——— disapprove rule submitted entitled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’, H6890 [20JY]
——— exempt from registration brokers participating in transfer of ownership of smaller privately-held companies (H.R. 935), H4746–H4748 [10MY]
——— expand access to capital for rural small businesses (H.R. 5128), H7131 [26JY]
——— prohibit from finalizing proposed rule titled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’ (H.R. 8589), H7412–H7416 [29JY], H7807, H7810 [14SE]
——— prohibit funding to finalize, implement, or enforce rule entitled ‘‘The Enhancement and Standardization of Climate-Related Disclosures for Investors’’, H6710, H6737, H6850, H6851 [19JY]
——— provide grants to States for enhanced protection of senior citizen investors and policyholders (H.R. 5914), H4744–H4746 [10MY], H4809 [11MY]
——— revise definition of qualifying investment to include equity security issued by qualifying portfolio company for purposes of exemption from registration for venture capital fund advisers (H.R. 4227), H7152, H7153 [26JY]
Taxation: allow one-time election for qualified charitable distribution from individual retirement accounts to split-interest entity and inflation adjust limits for qualified charitable distributions, H3949 [29MR]
——— encourage retirement savings, H3939, H3940 [29MR]
——— expand availability of employee stock ownership plans in S corporations, H3941 [29MR]
——— modify depreciation of nonresidential real property and residential rental property (H.R. 7229), H8491 [14NO]
——— permit employers to make matching contributions to workers under certain retirement plans as if worker student loan payments were salary reduction contributions to retirement plan, H3941, H3948 [29MR]
——— provide investment and production tax credits for emerging energy technologies (H.R. 4720), H7401 [28JY]
——— provide investment tax credits for energy storage technologies, H7664 [12AU]
——— provide matching payments for retirement savings contributions by certain individuals, H3941 [29MR]
——— recognize importance of stepped-up basis of certain inherited property in preserving family-owned farms and small businesses (H. Res. 1015), H3976 [30MR], H5481 [13JN]
——— temporarily suspend required minimum distribution rules for certain retirement plans (H.R. 8331), H8358 [30SE]
U.S. Working Group on Inflation: establish (H.R. 6399), H979 [7FE]
Ukraine: allegations of investments in FTX Trading Ltd., cryptocurrency exchange, H8528 [16NO]
Remarks in Senate
Biden, President: use of financial and securities regulators to advance environmental, social, and governance (ESG) regulations, S7014 [7DE]
Business and industry: collapse of FTX Trading Ltd., cryptocurrency exchange, S6875 [30NO], S7790 [20DE]
——— require semiconductor manufacturers receiving government assistance to issue stock warrants to U.S. Government and prohibit stock buybacks, foreign outsourcing, and repeal of collective bargaining agreements, S1279 [22MR], S1767–S1769 [24MR], S2031–S2033 [6AP], S2240 [2MY], S2318 [4MY], S3253 [13JY]
Cryptocurrency: impact on, and threat posed to, U.S. economy, S7790 [20DE]
Dept. of Commerce: require SelectUSA to coordinate with State-level economic development organizations to increase foreign direct investment in semicondutor-related manufacturing and production (S. 3309), S3009 [16JN]
Dept. of HUD: make housing more affordable, S3670 [26JY]
Dept. of Labor: prohibit from constraining range or type of investments that may be offered to participants and beneficiaries of individual retirement accounts who exercise control over assets in such accounts (S. 4147), S2511 [16MY]
Dept. of the Treasury: allow for transfer and redemption of abandoned savings bonds, S9767 [21DE]
——— guidance relative to transferable tax credits to promote development of clean energy technologies, S4166 [6AU]
Economy: ensure U.S. competitiveness investment incentive funding is subject to comprehensive return on investment analyses, claw back provisions, and accountability reports, S2320 [4MY]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit, S3194 [11JY]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), S3729 [27JY], S3749–S3752, S3766–S3768, S3772 [28JY], S3794, S3795, S3797 [1AU], S3837, S3839, S3842, S3853–S3856, S3857, S3858, S3869–S3871 [2AU], S3873, S3874–S3877, S3901, S3994–S3998 [3AU], S4004–S4009, S4015–S4017, S4023, S4026–S4031 [4AU], S4051–S4201, S4210–S4212 [6AU], S4434 [6SE], S4461, S4462 [7SE], S4506 [8SE], S5171 [28SE]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), motion to commit, S4180, S4183, S4184, S4186, S4194–S4199 [6AU]
——— use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), unanimous-consent agreement, S4198 [6AU]
——— use of budget reconciliation to make visionary and transformative investments in health, well-being, and financial security of America’s workers and families (H.R. 5376), S6, S9 [4JA], S470 [2FE], S2141 [26AP], S2348 [5MY]
Fidelity Investments, Inc.: decision to offer cryptocurrency investment option in retirement plans, S6875 [30NO]
Fidelity Investments Inc.: decision to offer cryptocurrency investment option in retirement plans, S3841 [2AU]
Financial institutions: provide requirements for bulk auction or group sale of certain non-performing loans (S. 5342), S9780 [21DE]
Financial Literacy Month: designate (S. Res. 588), S2196 [27AP]
Foreign countries: require reviews of U.S. investment in countries that may threaten national critical capabilities and improve use of authorities under Defense Production Act (S. 1854), S2300 [4MY]
Frost, Joshua: nomination to be Assistant Sec. of the Treasury for Financial Markets, S2211 [28AP], S2253, S2258 [3MY]
Government: require Members of Congress, congressional staff, President, Vice President, and senior officials to report Government payments in financial disclosures and ban stock trading for senior officials (S. 3612), S582 [9FE]
Housing: address affordable housing crisis, S603 [9FE]
Immigration: reauthorize EB–5 regional center program, S1105 [10MR], S1204, S1220 [16MR]
Inflation Reduction Act: impact, S4420, S4423 [6SE], S4452 [7SE], S4500 [8SE], S4529 [12SE], S4545, S4546, S4549 [13SE], S4586, S4587, S4588, S4596 [14SE], S4628, S4633 [15SE], S4809–S4811 [19SE], S4880, S4882, S4895 [21SE], S4943, S4946, S4953, S4962 [22SE], S5038 [27SE]
Pensions: improve access for diverse-owned asset management firms that invest retirement plan funds (S. 4097), S2193 [27AP]
Power resources: prohibit funding for clean and renewable energy programs which lead to inflation and increased energy prices, S2315 [4MY]
——— transition away from fossil fuel energy sources to clean and renewable energy in order to ensure energy security, S4547–S4549 [13SE]
——— transition away from fossil fuel energy sources to clean and renewable energy in order to ensure energy security for U.S. and its allies, S973–S975 [3MR], S1726 [23MR], S1765–S1767 [24MR]
SBA: establish SBIC Working Group (S. 2521), S5168–S5170 [28SE]
SEC: prohibit certain securities trading and related communications by those who possess material, nonpublic information to prevent insider trading (S. 3990), S1937 [4AP]
——— revise any rules necessary to enable issuers of index-linked annuities to register on form tailored specifically to registered index-linked annuities (S. 3198), S7003, S7004 [6DE]
Senate: tribute to staff working on H.R. 5376, Inflation Reduction Act, S4953 [22SE]
Taxation: advanced manufacturing tax credit, S4166 [6AU]
——— establish production and investment tax credits related to production of clean hydrogen, S4165, S4166 [6AU]
——— expand research and development tax credit for small businesses and preserve certain investment incentives, S2319 [4MY]
——— modify maximum capital gains rate and tax on net investment income (S. 4393), S2942 [14JN], S3324 [18JY]
——— modify maximum capital gains tax rate to provide inflation adjustments for certain tax benefits, S4183 [6AU]
——— provide incentives for increased investment in clean energy, S730 [16FE]
Tennessee: status of economy, S4463 [7SE]
Warren, Senator: tribute to staff working on H.R. 5376, Inflation Reduction Act, S4470 [7SE]
Reports filed
CDFI Bond Guarantee Program Improvement Act: Committee on Financial Services (House) (H.R. 7733) (H. Rept. 117–352), H5331 [7JN]
Consideration of Senate Amendment to H.R. 5376, Inflation Reduction Act: Committee on Rules (House) (H. Res. 1316) (H. Rept. 117–451), H7707 [12AU]
Dept. of Veterans Affairs Information Technology Reform Act: Committee on Veterans’ Affairs (House) (H.R. 2250) (H. Rept. 117–492), H8118 [26SE]
Empowering States To Protect Seniors From Bad Actors Act: Committee on Financial Services (House) (H.R. 5914) (H. Rept. 117–315), H4795 [10MY]
Members of Congress Pension Opt Out Clarification Act: Committee on Homeland Security (Senate) (S. 471) (S. Rept. 117–143), S4541 [12SE]
Protecting America’s Retirement Security Act: Committee on Education and Labor (House) (H.R. 7310) (H. Rept. 117–557), H8494 [14NO]
Retirement Improvement and Savings Enhancement (RISE) Act: Committee on Education and Labor (House) (H.R. 5891) (H. Rept. 117–250), H1145 [25FE]
Retirement Improvement and Savings Enhancement To Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act: Committee on Health, Education, Labor, and Pensions (Senate) (S. 4353), S3031 [21JN]
Revitalizing the Economy of Coal Communities by Leveraging Local Activities and Investing More (RECLAIM) Act: Committee on Natural Resources (House) (H.R. 1733) (H. Rept. 117–565), H8540 [16NO]
Risk-Based Credit Examination Act: Committee on Financial Services (House) (H.R. 4586) (H. Rept. 117–421), H6921 [20JY]
SBIC Advisory Committee Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2521) (S. Rept. 117–105), S2275 [3MY]
SBIC Working Group Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2521), S785 [17FE]
Securing a Strong Retirement Act: Committee on Ways and Means (House) (H.R. 2954) (H. Rept. 117–283), H3970 [29MR]
Securing Semiconductor Supply Chains Act: Committee on Commerce, Science, and Transportation (Senate) (S. 3309) (S. Rept. 117–109), S2543 [17MY]
Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification Act: Committee on Financial Services (House) (H.R. 935) (H. Rept. 117–313), H4795 [10MY]
Trading Isn’t a Game Act: Committee on Financial Services (House) (H.R. 4685) (H. Rept. 117–231), H287 [20JA]
Ukraine Comprehensive Debt Payment Relief Act: Committee on Financial Services (House) (H.R. 7081) (H. Rept. 117–317), H4795 [10MY]
Women’s Business Centers Improvement Act: Committee on Small Business (House) (H.R. 6441) (H. Rept. 117–258), H1328 [7MR]
Rulings of the Chair
Economy: use of budget reconciliation to fight inflation, reduce prescription drug and health care costs, address climate change, increase tax fairness, and reduce deficit (H.R. 5376), S4197 [6AU]
Tables
Distributional effects of certain Inflation Reduction Act provisions: Committee on Taxation (Joint), H7655–H7657 [12AU]
Estimated pay-as-you-go effects of H.R. 2954, Securing a Strong Retirement Act, H3969 [29MR]
Texts of
H. Res. 1316, consideration of Senate amendment to H.R. 5376, Inflation Reduction Act, H7561 [12AU]
H.R. 935, Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification Act, H4746 [10MY]
H.R. 2250, Dept. of Veterans Affairs Information Technology Reform Act, H8467 [14NO]
H.R. 2954, Securing a Strong Retirement Act, H3925–H3939 [29MR]
H.R. 4227, Developing and Empowering our Aspiring Leaders Act, H7152 [26JY]
H.R. 4586, Risk-Based Credit Examination Act, H7128 [26JY]
H.R. 5128, Expanding Access to Capital for Rural Job Creators Act, H7131 [26JY]
H.R. 5376, Inflation Reduction Act, H7577–H7646 [12AU]
H.R. 5914, Empowering States To Protect Seniors From Bad Actors Act, H4744 [10MY]
H.R. 6441, Women’s Business Centers Improvement Act, H4465–H4469 [26AP]
H.R. 6846, Corruption, Overthrowing Rule of Law, and Ruining Ukraine—Putin’s Trifecta (CORRUPT) Act, H7895 [19SE], H7985 [20SE]
H.R. 7081, Ukraine Comprehensive Debt Payment Relief Act, H4750 [10MY]
H.R. 7733, CDFI Bond Guarantee Program Improvement Act, H7127 [26JY], H7209, H7234 [27JY]
S. 2521, SBIC Advisory Committee Act, S5169 [28SE]
S. 3309, Securing Semiconductor Supply Chains Act, S3009 [16JN]
S. Res. 588, Financial Literacy Month, S2098 [7AP]