INVESTMENTS

Addresses

State of the Union Message (1946): Harry S Truman, S4052 [20MY]

Amendments

Coins: authorize production of palladium bullion coins to provide affordable opportunities for investments in precious metals (H.R. 6166), H7313 [29SE]

Financial institutions: improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), S2663 [26AP], S2765, S2767 [28AP], S2772, S2814, S2815, S2816, S2973, S2974, S2976, S2978, S2979, S2980 [29AP], S3007, S3008, S3009, S3013, S3014 [30AP], S3039, S3040, S3041, S3042, S3046, S3047, S3048, S3049 [3MY], S3072, S3100, S3102, S3103, S3104, S3105, S3106, S3107, S3108, S3109, S3111, S3115 [4MY], S3149, S3172, S3173, S3194, S3195, S3200, S3208, S3217, S3223, S3227, S3228, S3260, S3262, S3263, S3264, S3268, S3269, S3270, S3271, S3272, S3273, S3278, S3279 [5MY], S3328, S3332, S3347, S3349, S3350, S3364, S3365, S3366, S3368, S3369, S3371, S3372, S3373, S3374, S3375, S3376, S3377, S3378, S3380, S3381, S3382, S3383 [6MY], S3411, S3426, S3427, S3428, S3429 [7MY], S3476, S3478, S3479, S3480, S3481, S3482, S3484, S3485 [10MY], S3488, S3497, S3511, S3524, S3543, S3544, S3545, S3546, S3547, S3549, S3550, S3551, S3552, S3553, S3554, S3558, S3559, S3560, S3563, S3564, S3565, S3566 [11MY], S3575, S3576, S3590, S3611, S3616, S3617, S3618, S3619, S3625, S3648, S3649, S3650, S3651, S3652, S3654, S3655, S3656, S3657, S3658, S3659, S3660 [12MY], S3675, S3693, S3699, S3703, S3708, S3710, S3723, S3728, S3729, S3730, S3731, S3732, S3734, S3735, S3736, S3742, S3743, S3756, S3757, S3759, S3761 [13MY], S3772, S3787, S3788 [14MY], S3802, S3806, S3808, S3811, S3814, S3835, S3836, S3837, S3838, S3839, S3840, S3841, S3842, S3846 [17MY], S3856, S3859, S3861, S3866, S3867, S3879, S3881, S3890, S3912, S3913, S3914, S3915, S3916, S3918, S3919, S3920, S3921, S3922, S3923, S3925, S3926, S3927, S3931, S3932, S3933, S3935, S3938, S3940, S3941, S3943, S3944 [18MY], S3971, S3973, S3987, S3990, S3991, S3992, S3994, S3997, S4000, S4003, S4006, S4009, S4010, S4011, S4012, S4013, S4014 [19MY], S4031, S4093, S4094, S4095, S4096, S4097, S4098, S4099, S4100, S4101, S4102 [20MY]

Political campaigns: prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements for Federal elections (H.R. 5175), consideration (H. Res. 1468), H4793 [24JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (H.R. 5175), H4806, H4816, H4817, H4818, H4820, H4822 [24JN]

Taxation: exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (H.R. 5901), S10443, S10520 [17DE], H8977 [22DE]

———modify certain rules applicable to regulated investment companies (H.R. 4337), S8646 [8DE], H8412 [15DE]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), S10308 [15DE]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), consideration (H. Res. 1205), H2226 [23MR]

———retain estate tax with an immediate exemption increase and repeal new carryover basis rules (H.R. 4154), S803 [25FE]

Articles and editorials

American Debate—Secret Donors vs. Democracy, S7875 [15NO]

Bailout Nation v. Rule of Law, S3688 [13MY]

Campaign Money To Burn, S7875 [15NO]

Cap Gains Taxation—Less Means More, S7329 [22SE]

Congress Must Renew Bush's Tax Breaks, E1872 [29SE]

Debt Fears Send Rates Up—Unease at Deficit Hurts Demand for Treasurys; Mortgage Costs on the Rise, S2146 [26MR]

Derivatives-Spinoff Proposal Opposed as Part of Overhaul Bill, S3058 [4MY]

Difficult Path in Goldman Case, H2675 [20AP]

Donor Names Remain Secret as Rules Shift, S7322 [22SE]

Erie-Based Biodiesel Company Presses for Return of Tax Credit, S608 [22FE]

Financial Panel Issues a Subpoena to Goldman Sachs, H4575 [16JN]

Goldman Sachs' Revolving Door, H3195-H3197 [5MY]

Income for Life? Sounds Good, but Do Your Homework, S4029 [20MY]

Lehman's Ghost Haunts California, E672 [27AP]

No-Cost Stimulus, S3863 [18MY]

Prevent a Double-Dip Recession, H3181 [5MY]

Protect Taxpayers From Wall Street Risk, S3142 [5MY]

Senate Financial Bill Misguided, Some Academics Say, S3057 [4MY]

Small Business Credit Crunch, S3959 [19MY]

Study—Derivatives Rules Would Cost Banks Billions, S3626 [12MY]

Subprime Consumers Hit at Goldman, H4575 [16JN]

Tax the Windfall Banking Bonuses, S989 [3MR]

U.S. Consumers Rage Against Goldman Unit, H4574 [16JN]

Uproar Over Goldman Sachs, H2674, H2675 [20AP]

Wall Street Whitewash, E2205 [18DE]

What About Fan and Fred Reform?, S3058 [4MY]

Bills and resolutions

America Saves Week: support goals and ideals (see H. Res. 1082), H647 [22FE]

Armed Forces: allow transfer of amounts from qualified tuition program to the Thrift Savings Plan by eligible members of the uniformed services or Ready Reserve (see H.R. 4857), H1517 [16MR]

Bankruptcy: modify application of certain laws relative to principal residences that are the subject of foreclosure (see H.R. 6431), H7613 [18NO]

Budget: require annual budget submissions of the President to Congress to provide certain information regarding companies in which the Government holds stock (see H.R. 4631), H646 [22FE]

Business and industry: give shareholders a vote on executive pay, hold executives accountable for failure or fraud, and structure executive pay to encourage the long-term viability of companies (see S. 3049), S823 [26FE]

———require express authorization of a majority of shareholders of a public company for certain political expenditures by that company (see H.R. 4537), H422 [27JA]

———require notification to, and prior approval by, shareholders of a public company for certain political expenditures (see S. 3004), S482 [4FE]

Buy American Act: require total domestic content in green technologies purchased by Federal agencies, States using Federal funds, and property eligible for certain renewable energy tax credits (see H.R. 5792), H5818 [20JY]

Children and youth: provide grants to State educational agencies in order to provide subgrants to eligible local entities to promote financial education to students in the classroom (see H.R. 5165), H3013 [28AP]

Coins: authorize production of palladium bullion coins to provide affordable opportunities for investments in precious metals (see H.R. 6166), H6879 [22SE]

Committee on Homeland Security and Governmental Affairs (Senate): authorize release of Permanent Subcommittee on Investigations records on foreign use of U.S. entities to bring suspect funds into the U.S. (see S. Res. 445), S1169 [4MR]

———authorize release of Permanent Subcommittee on Investigations records on private banking and money laundering (see S. Res. 615), S6885 [5AU]

———authorize release of Permanent Subcommittee on Investigations records on the financial crisis (see S. Res. 545), S4529 [27MY]

Credit: establish certain counseling and disclosure requirements relative to reverse mortgages (see H.R. 4419), H40 [12JA]

———establish penalties for servicers that fail to timely evaluate the applications of homeowners under home loan modification programs (see S. 3161), S2019 [24MR]

———prohibit the servicer of a home mortgage, or any affiliate of the servicer, from holding any other mortgage on the property (see H.R. 4953), H2457 [25MR]

———provide additional emergency mortgage assistance to struggling homeowners (see S. 2969), S340 [28JA]

———require, as a condition for modification of a home mortgage loan held by Fannie Mae or Freddie Mac or insured under the National Housing Act, that the mortgagor be verified under the E-verify program (see H.R. 4586), H554 [3FE]

———require, as a condition for purchase of a home mortgage loan held by Fannie Mae or Freddie Mac or insured under the National Housing Act, that the mortgagor be verified under the E-verify program (see H.R. 4744), H1103 [3MR]

Dept. of Commerce: establish a technology deployment and early-stage business investment grant program (see H.R. 6120), H6681 [14SE]

———establish an early-stage business investment and incubation grant program (see H.R. 5411), H3870 [26MY]

Dept. of HUD: transform neighborhoods of extreme poverty into sustainable, mixed-income neighborhoods with access to economic opportunities (see S. 4059), S11037 [22DE]

Dept. of the Treasury: direct U.S. representatives to the IMF and World Bank to condition loans to Antigua and Barbuda on cooperation with efforts to provide redress to Stanford Financial Group fraud victims (see H. Res. 1129), H1027 [2MR]

———encourage savings, promote financial literacy, and expand opportunities for young adults by establishing Lifetime Savings Accounts (see S. 3577), S5849 [14JY] (see H.R. 4682), H833 [24FE]

———establish a fund from the sale of Troubled Asset Relief Program assets to assist local governments recoup losses incurred from Lehman Brothers Holdings Inc., bankruptcy (see H.R. 5125), H2842 [22AP]

———establish a shared equity appreciation homeownership pilot program (see H.R. 6562), H8940 [21DE]

———expand purposes for which Build America Bonds may be issued (see H.R. 4606), H601 [4FE]

———issue War on Debt Bonds (see H.R. 5157), H2936 [27AP]

———require any amounts repaid by financial institutions receiving Troubled Asset Relief Program assistance be used for debt reduction (see H.R. 4482), H265 [20JA]

Dept. of Veterans Affairs: improve and make permanent the loan guarantee for the purchase of residential cooperative housing units (see H.R. 6567), H8940 [21DE]

Economy: address national security threats and vulnerabilities that could undermine economic recovery and financial markets (see S. 3920), S7788 [29SE]

———create jobs through tax relief for small businesses, make unemployment benefits tax free, use repaid Troubled Asset Relief Program funds for debt reduction, and reduce frivolous lawsuits (see H.R. 4513), H386 [26JA]

———reform health care, Social Security, tax code for individuals and small businesses, and the budget process (see H.R. 4529), H421 [27JA]

Employment: create jobs by reducing tax and regulatory burdens on businesses, promoting foreign trade, and repealing certain health care reform laws (see H.R. 6367), H7393 [29SE]

FCC: encourage continued investment and innovation in communications networks by establishing a new competition analysis-based regulatory framework (see S. 3624), S6078 [21JY]

FDIC: address establishment and maintenance of the Systemic Resolution Fund (see S. 3052), S857 [1MR]

———permanently extend the Transaction Account Guarantee Program (see H.R. 4928), H2318 [24MR]

Federal employees: provide a corporate responsibility investment option under the Thrift Savings Plan (see H.R. 6183), H6879 [22SE]

FHA: establish a shared equity homeownership pilot program for mortgage insurance (see H.R. 6256), H7389 [29SE]

Financial Crisis Inquiry Commission: require a preliminary report on current U.S. financial and economic crisis (see H.R. 4454), H139 [13JA]

Financial institutions: improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (see S. 3217), S2377 [15AP]

———offer services to protect seniors from affinity scams (see H.R. 6305), H7391 [29SE]

———prohibit certain affiliations between commercial banking and investment banking companies (see H.R. 4461), H146 [15JA]

———promote transparency and accountability in the consumer financial products and services market and ensure that no company becomes too big to fail (see H.R. 4516), H386 [26JA]

———provide a retroactive increase in deposit insurance for depositors (see H.R. 5429), H4021 (see H.R. 5429), H4083 [27MY]

———provide for a safe, accountable, fair, and efficient banking system (see S. 3241), S2518 [21AP] (see H.R. 5159), H3013 [28AP]

Financial Literacy Month: designate (see S. Res. 485), S2377 [15AP]

———support goals and ideals (see H. Res. 1257), H2641 [15AP]

Fish and fishing: allow fishermen who hold capital construction fund accounts to make a penalty-free withdrawal from such accounts without requiring reinvestment in the fishing industry (see S. 3276), S2758 [28AP]

Foreign countries: increase transparency regarding U.S. debt instruments held by foreign governments and assess risks to the U.S. of such holdings (see S. 3240), S2518 [21AP] (see H.R. 5319), H3540 [18MY]

———take action against certain judgment-evading foreign states and state-owned corporations of such states (see H.R. 5564), H4676 [22JN]

FRS: prevent funding from being made available to corporations that finance political campaigns or political propaganda (see H.R. 4768), H1168 [4MR]

Government regulations: establish a covered bond regulatory oversight program (see H.R. 4884), H1656 [18MR] (see H.R. 5823), H5983 [22JY]

Health: national policy to provide health care and reform insurance procedures (H.R. 3889), pass (see H.R. 5073), H2695 [20AP]

Health Care and Education Reconciliation Act: repeal tax on unearned investment income Medicare contribution (see S. 3712), S6883 [5AU]

Housing: allow homeowners of moderate-value homes who are subject to mortgage foreclosure proceedings to remain in their homes as renters (see H.R. 5028), H2639 [15AP]

———provide tax incentives for short sales as a preferable alternative to foreclosure (see H.R. 4826), H1357 [11MR]

Immigration: establish employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish business in the U.S. (see S. 3029), S742 [24FE] (see H.R. 5193), H3078 [29AP]

Individual development accounts: increase funding through funds received by eliminating the domestic production tax deduction for coal and other hard mineral fossil fuels (see H.R. 6067), H6570 [30JY]

Motor vehicles: modify certain tax incentives for alternative vehicles and establish a Dept. of Energy battery insurance program (see S. 3715), S6883 [5AU]

National Homeownership Month: support goals and ideals (see H. Res. 1434), H4387 [10JN]

National Save for Retirement Week: support goals and ideals (see S. Res. 649), S7508 [27SE] (see H. Res. 1481), H4905 [28JN]

Native American Economic Advisory Council: establish (see S. 3331), S3407 [7MY] (see H.R. 5452), H4022 (see H.R. 5452), H4084 [27MY]

Native Americans: improve access to capital, bonding authority, and job training and promote native community development financial institutions and small business opportunities (see S. 3471), S4745 [9JN]

OPIC: reauthorize programs (see H.R. 5975), H6405 (see H.R. 5975), H6456 [29JY]

———terminate authorities (see H.R. 4980), H2458 [25MR] (see H.R. 5782), H5817 [20JY]

Patient Protection and Affordable Care Act: repeal limits on health-related tax benefits and treat high deductible plans as qualified health plans (see H.R. 5936), H6403 (see H.R. 5936), H6455 [29JY]

———repeal provisions relative to health savings accounts (see H.R. 5126), H2842 [22AP]

Pension Benefit Guaranty Corp.: guarantee qualified preretirement survivor annuities under insolvent or terminated multiemployer pension plans (see H.R. 6359), H7393 [29SE]

Pensions: allow Federal employees and Armed Forces members to contribute to the Thrift Savings Plan any payment received for accumulated and accrued annual or vacation leave (see H.R. 4865), H1595 [17MR]

———allow multiemployer plans to amortize losses from certain fraudulent investment schemes over a certain period (see S. 3006), S536 [9FE] (see H.R. 4608), H601 [4FE]

———allow time for pensions to fund benefit obligations due to economic circumstances in the financial markets (see S. 3157), S1873 [23MR]

Political campaigns: apply ban on contributions and expenditures by foreign nationals to domestic corporations whose shareholders include any foreign principals (see H.R. 4523), H386 [26JA]

———prohibit campaign contributions by lobbyists representing countries defined as state sponsors of terrorism or any other foreign national (see H.R. 5609), H4904 [28JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements for Federal elections (H.R. 5175), consideration (see H. Res. 1468), H4778 [23JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (see S. 3295), S3006 [30AP] (see S. 3628), S6078 [21JY] (see H.R. 5175), H3077 [29AP]

———protect Federal, State, and local elections from the influence of foreign nationals (see S. 2959), S271 [27JA]

Public Works and Economic Development Act: reauthorize and improve programs and activities (see H.R. 5897), H6282 [28JY]

Real estate investment trusts: anniversary of establishing legislation (see H. Res. 1595), H6572 [30JY]

Renewable energy: extend, expand, and improve tax incentives and grant programs for renewable energy, especially solar energy (see H.R. 5931), H6403 (see H.R. 5931), H6454 [29JY]

SBA: encourage investment in and innovation by small business concerns (see S. 3967), S8062 [18NO]

———establish a temporary Working Capital Express loan guarantee program for small business concerns (see S. 3432), S4528 [27MY]

———improve programs for socially and economically disadvantaged small business concerns and establish a Small Business Surety Bond Pilot Program (see S. 3458), S4621 [7JN]

SEC: modernize and strengthen investor protection (see S. 3258), S2642 [26AP]

———require issuers to make disclosures relative to Iranian investments (see H.R. 5833), H5984 [22JY]

———require publicly traded coal companies to include certain safety records in annual and quarterly filings (see S. 3450), S4529 [27MY]

Securities: allow for private right of action against secondary violators that provide substantial assistance in aiding-and-abetting securities fraud (see H.R. 5042), H2640 [15AP]

———determine a customer's net equity based on the customer's last statement, prohibit certain recoveries, and change how trustees are appointed (see H.R. 6531), H8597 [16DE]

———prohibit proprietary trading and certain relationships with hedge funds and private equity funds and address conflicts of interest with respect to certain securitizations (see S. 3098), S1358 [10MR]

Securities Investor Protection Act: provide insurance coverage for certain indirect investors caught in Ponzi schemes (see H.R. 5032), H2639 [15AP]

Small business: clarify regulations relative to misrepresentation through the use of pass-through business (see H.R. 4420), H40 [12JA]

———improve lending and investment programs (see H.R. 6219), H7153 (see H.R. 6219), H7211 [28SE]

Small Business Investment Act: extend programs (see S. 3253), S2587 [22AP] (see S. 3839), S7446 [24SE] (see H.R. 4508), H386 [26JA]

———increase maximum amount for loans to State and local development companies and provide temporary authority for debt refinancing of commercial real estate (see H.R. 5412), H3870 [26MY]

———reauthorize (see H.R. 5849), H6042 [26JY]

Social Security: establish a procedure to safeguard the surpluses of the Social Security and Medicare Hospital Insurance Trust Funds (see H.R. 4939), H2456 [25MR]

Taxation: allow a business credit for investments in rural microbusinesses (see H.R. 5990), H6567 [30JY]

———allow a business credit for small business loans (see H.R. 5277), H3310 [11MY]

———allow a credit against income tax for qualified equity investments in certain small businesses (see H.R. 5864), H6042 [26JY]

———allow a credit for equity investments in high technology and biotechnology small business concerns developing innovative technologies that stimulate private sector job growth (see H.R. 5767), H5675 [15JY]

———allow a credit for individuals age 18 through 30 for certain retirement contributions (see H.R. 5031), H2639 [15AP]

———allow a deduction for the portion of any equity investment used to buy down debt on commercial real property (see H.R. 5943), H6403 (see H.R. 5943), H6455 [29JY]

———allow an income tax credit for equity investments in high technology small businesses (see H.R. 4769), H1168 [4MR]

———allow credits for establishment of franchises with veterans (see S. 3818), S7352 [22SE]

———allow distributions from 529 plans for the payment of student loans (see H.R. 5030), H2639 [15AP]

———allow loans from certain retirement plans for the payment of certain small business expenses (see H.R. 5978), H6405 (see H.R. 5978), H6456 [29JY]

———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. 6025), H6569 [30JY]

———allow specified energy property grants to real estate investment trusts without regard to the ratable share income limitations (see S. 3289), S2803 [29AP]

———assist in recovery and development of the Virgin Islands by reducing tax imposed on distributions from certain retirement plans' assets (see H.R. 4679), H833 [24FE]

———create jobs through infrastructure investment, extending Emergency Fund for Job Creation and Assistance, and eliminating loopholes that encourage companies to move operations offshore (see H.R. 5893), H6282 [28JY]

———create jobs through infrastructure investment, extending Emergency Fund for Job Creation and Assistance, and eliminating loopholes that encourage companies to move operations offshore (H.R. 5893), consideration (see H. Res. 1568), H6282 [28JY]

———eliminate limitation on expensing certain depreciable business assets (see H.R. 5085), H2695 [20AP]

———encourage creation and growth of small business and reduce the cost of complying with tax requirements (see H.R. 4779), H1168 [4MR]

———encourage deployment of highly efficient combined heat and power property (see H.R. 4751), H1103 [3MR]

———encourage investment in certain industries by providing an exclusion from tax on certain gains (see H.R. 4877), H1656 [18MR]

———encourage investment in commercial spaceflight facilities and equipment, research, and job training (see S. 3785), S7134 [15SE]

———encourage investments in infrastructure (see H.R. 6181), H6879 [22SE]

———encourage retirement savings by modifying requirements of employer-established individual retirement accounts (see H.R. 4742), H1103 [3MR]

———establish a Small Business Startup Savings Account (see S. 2985), S481 [4FE]

———establish Catastrophe Savings Accounts (see H.R. 5915), H6283 [28JY]

———establish tax-free COBRA premium payment accounts (see H.R. 6001), H6568 [30JY]

———exclude from personal holding company income dividends from foreign affiliates which are reinvested in the U.S. (see H.R. 5473), H4214 [28MY]

———exclude income attributable to certain empowerment zone real property from gross income (see H.R. 6041), H6569 [30JY]

———exempt certain farmland from the estate tax (see S. 3664), S6397 [28JY] (see H.R. 5475), H4214 [28MY]

———exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (see H.R. 5901), H6282 [28JY]

———exempt gain from sale of certain C corporation stock from capital gains rate increase (see H.R. 6323), H7392 [29SE]

———exempt survivor benefit annuity plan payments from the individual alternative minimum tax (see S. 3334), S3473 [10MY] (see H.R. 5529), H4505 [15JN]

———expand availability of employee stock ownership plans in S corporations (see S. 3803), S7205 [20SE]

———expand availability of saver's credit and make credit refundable (see S. 3090), S1311 [9MR]

———expand incentives for education (see H.R. 5078), H2695 [20AP]

———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. 3760), S6884 [5AU] (see H.R. 6099), H6627 [10AU]

———extend and modify empowerment zone benefits, award loan funds to improve energy efficiency and clean energy technology, and provide a credit for investments in value-added agriculture (see S. 3787), S7134 [15SE]

———extend incentives for biodiesel and renewable diesel (see S. 3440), S4529 [27MY]

———extend increased expensing of certain depreciable business assets and the special depreciation allowance for certain business property (see H.R. 4655), H754 [23FE]

———extend investment tax credit for offshore wind facilities (see H.R. 5771), H5711 [19JY]

———extend production and investment tax credits, increase investment tax credit relative to geothermal electric power generation equipment, and extend certain energy property grants (see H.R. 6121), H6681 [14SE]

———extend waiver of minimum distribution rules applicable to certain retirement plans (see H.R. 4421), H40 [12JA]

———impose an excise tax on bonuses paid to employees by businesses that receive Federal emergency economic assistance and limit deduction allowable for such bonuses (see S. 2994), S481 [4FE]

———improve and extend certain tax incentives for industrial energy efficiency in the areas of water reuse, advanced motors, and chlorofluorocarbon (CFC) chillers (see H.R. 4455), H139 [13JA]

———improve operation of employee stock ownership plans (see H.R. 5207), H3200 [5MY]

———increase deductions for start-up expenditures and small business meal and entertainment expenses, provide a standard deduction for business use of a home, and extend bonus depreciation (see H.R. 4637), H647 [22FE]

———increase the credit for research expenses and allow the credit to be assigned (see H.R. 4770), H1168 [4MR]

———make certain middle class tax relief permanent, increase limits on small business expensing of certain depreciable assets, and extend alternative minimum tax relief (see H.R. 6467), H7854 [1DE]

———make certain tax relief permanent and permanently repeal estate and gift taxes (see H.R. 6522), H8519 [15DE] (see H.R. 6538), H8598 [16DE]

———make permanent the reduced individual income tax rate on dividends (see H.R. 6330), H7392 [29SE]

———make permanent the treatment of municipal bonds guaranteed by Federal home loan banks as tax exempt bonds (see H.R. 5311), H3483 [13MY]

———make qualified biogas property eligible for the energy credit and permit new clean renewable energy bonds to finance qualified biogas property (see H.R. 5581), H4779 [23JN]

———modify and extend the credit for alternative motor vehicles (see H.R. 4990), H2458 [25MR]

———modify certain rules applicable to regulated investment companies (see S. 3948), S7968 [17NO]

———modify treatment of foreign investments in U.S. real property (see H.R. 4539), H422 [27JA]

———permanently extend Bush administration tax cuts and provide permanent alternative minimum tax and estate tax relief (see S. 3773), S7034 [13SE] (see S. 3975), S8063 [18NO] (see H.R. 6415), H7548 [17NO]

———permanently extend the 15-year recovery period for qualified leasehold improvement property, restaurant property, and retail improvement property (see S. 3510), S5112 [17JN]

———permanently extend the deductibility of mortgage insurance premiums (see S. 3692), S6651 [3AU]

———permanently modify limitations on deduction of interest by financial institutions which hold tax-exempt bonds (see S. 3350), S3643 [12MY]

———prevent further restriction of Federal income tax deduction for interest paid on debt secured by a first or second home (see H. Con. Res. 334), H8520 [15DE]

———provide a 15-year recovery period for nonresidential real property in rural areas (see H.R. 5314), H3483 [13MY]

———provide a carbon sequestration investment tax credit (see S. 15), S7786 [29SE]

———provide a credit for investment in new or expanding small businesses (see H.R. 5691), H5502 [1JY]

———provide a limited exclusion from gross income for the discharge of indebtedness of individuals (see H.R. 4561), H470 [2FE]

———provide a maximum rate on gain from the sale or exchange of depreciable real property by individuals (see H.R. 5263), H3310 [11MY]

———provide a partial exclusion from gross income of gain from the sale of non-principal residences (see H.R. 4930), H2318 [24MR]

———provide a permanent exclusion of all gain on certain small business stock (see H.R. 4663), H754 [23FE]

———provide access to private activity bonds to finance renewable energy resources facilities, conservation and efficiency facilities, and other greenhouse gas emission technologies (see S. 3336), S3535 [11MY]

———provide an additional allowance for the deduction of qualified residence interest for a principal residence and waive recapture of first-time homebuyer credit for home purchases made in 2008 (see H.R. 5239), H3272 [6MY]

———provide an energy investment credit for energy storage property connected to the grid (see S. 3617), S6024 [20JY]

———provide an investment credit for waste-to-energy facilities (see H.R. 5856), H6042 [26JY]

———provide an investment credit to promote the conversion of U.S. coal and domestic carbonaceous feedstocks into synthetic fuels and gas (see H.R. 6035), H6569 [30JY]

———provide an investment tax credit for advanced biofuel production (see S. 3338), S3535 [11MY] (see H.R. 5343), H3657 [19MY]

———provide an investment tax credit for biomass heating property (see S. 3188), S2115 [25MR]

———provide an investment tax credit for biomass heating property and repeal the passive activity limitation exception for working interests in oil and gas property (see H.R. 5918), H6402 (see H.R. 5918), H6454 [29JY]

———provide for an investment credit for biofuel facilities (see H.R. 5142), H2877 [26AP]

———provide for distributions from retirement plans for losses due to the Deepwater Horizon oil spill incident (see H.R. 5602), H4871 [24JN]

———provide for home energy conservation bonds (see H.R. 5617), H4905 [28JN]

———provide for tax preferred savings accounts for individuals under age 26 (see H.R. 6321), H7392 [29SE]

———provide for total expensing for capital property placed in service between certain dates (see H.R. 6126), H6762 [15SE]

———provide for treatment of securities of a controlled corporation exchanged for assets in certain reorganizations (see S. 3380), S3831 [17MY]

———provide incentives for clean energy manufacturing to reduce emissions, to produce renewable energy, and to promote conservation (see S. 3738), S6883 [5AU]

———provide incentives for life sciences research (see S. 4018), S8713 [9DE] (see H.R. 6165), H6879 [22SE]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (see H.R. 4849), H1517 [16MR]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), consideration (see H. Res. 1205), H2215 [22MR]

———provide permanent zero percent capital gains rate for individuals and corporations (see H.R. 6358), H7393 [29SE]

———provide special rules for investments lost in a fraudulent Ponzi-type scheme (see H.R. 5058), H2640 [15AP]

———provide special rules for treatment of low-income housing credits (see S. 3141), S1750 [18MR]

———provide tax incentives for clean coal technology (see S. 3714), S6883 [5AU]

———provide tax relief for persons with investment losses due to fraud or embezzlement (see S. 3166), S2115 [25MR]

———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 S. 3262), S2708 [27AP]

———provide that treatment of tenant-stockholders in cooperative housing corporations also apply to stockholders of corporations that only own land on which residences are located (see H.R. 5437), H4021 (see H.R. 5437), H4083 [27MY]

———reduce international tax avoidance and restore a level playing field for U.S. businesses (see H.R. 5328), H3540 [18MY]

———reduce the maximum corporate income tax rate and offset the revenue cost by repealing certain corporate tax benefits (see H.R. 5962), H6404 (see H.R. 5962), H6456 [29JY]

———reform and encourage investment in commercial real estate (see H.R. 6317), H7391 [29SE]

———repeal limitation on health flexible spending arrangements (see H.R. 5215), H3201 [5MY]

———repeal limitation on issuance of new clean renewable energy bonds and terminate eligibility of governmental bodies to issue such bonds (see S. 3855), S7618 [28SE] (see H.R. 6117), H6681 [14SE]

———repeal taxes on income and improve income security of senior citizens (see H.R. 5725), H5546 [13JY]

———require individuals to provide their Social Security number in order to claim the first-time homebuyer tax credit (see H.R. 4760), H1168 [4MR]

———require issuer of tax-exempt State or local bonds to obtain certification that the fees and interest rate are reasonable without materially increasing risk (see H.R. 5189), H3077 [29AP]

———temporarily increase investment tax credit for geothermal energy property (see S. 3788), S7134 [15SE] (see H.R. 5612), H4905 [28JN]

———treat any business credit attributable to wind, solar, or biomass electricity production and investment in solar energy property as refundable to a certain extent (see H.R. 5372), H3744 [24MY]

———treat certain employee-funded pensions the same as qualified trusts for purposes of unrelated debt-financed income derived from real property and increase limit on elective deferrals to such pensions (see H.R. 6056), H6570 [30JY]

———waive penalty on early distributions from individual retirement plans for small business investments (see H.R. 5318), H3486 [14MY]

Wall Street Reform and Consumer Protection Act: repeal section relative to protecting confidentiality of materials submitted to the SEC (see S. 3717), S6883 [5AU] (see H.R. 5924), H6402 (see H.R. 5924), H6454 (see H.R. 5948), H6403 (see H.R. 5948), H6455 (see H.R. 5970), H6404 (see H.R. 5970), H6456 [29JY] (see H.R. 6086), H6626 [10AU]

Cloture motions

Financial institutions: improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), S3811 [17MY], S3964, S3974 [19MY], S4042 [20MY]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), motion to proceed, S2553 [22AP], S2622, S2629 [26AP], S2707 [27AP], S2729 [28AP]

Political campaigns: prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3628), motion to proceed, S6191 [22JY], S6285 [27JY], S7388 [23SE]

Letters

American International Group, Inc. (AIG) awarding of bonuses to executives after receiving Government bailout funds: Senator Grassley, Committee on Finance (Senate), S1869 [23MR]

American Jobs and Closing Tax Loopholes Act: Christopher Padilla, IBM Corp., H4096 [28MY]

Clarify exemption for certain annuity contracts and insurance policies from Federal regulation: Barbara Roper, Consumer Federation of America and Mercer Bullard, Fund Democracy, Inc., S5919 [15JY]

———Daniel J. Barry, Financial Planning Association, S5919 [15JY]

———David P. Sloane, AARP, S4029 [20MY], S5917 [15JY]

———Denise Voigt Crawford, North American Securities Administrators Association, Inc., S5917, S5918 [15JY]

———Denise Voigt Crawford, North American Securities Administrators Association, Inc., and Barbara Roper, Consumer Federation of America, S5918 [15JY]

———National Association of Insurance Commissioners, S4030 [20MY]

Commerical real estate market instability: Representatives Kanjorski and Calvert, H3180 [5MY]

———several Representatives, H3180 [5MY]

Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act: Representative Jackson Lee, H4789 [24JN]

Derivatives regulation legislation: Sheila C. Bair, FDIC, S3069 [4MY]

FDIC Division for Consumer Financial Protection establishment: David P. Sloane, AARP, S3311 [6MY]

Federal deposit insurance rates: Sheila C. Bair, FDIC, S5900 [15JY]

Financial Stability Oversight Council addition of State banking, insurance, and securities regulators as non-voting members: National Association of Insurance Commissioners, S3710 [13MY]

Homebuyer tax credit: several Representatives, H4686 [23JN]

Investigation of fraudulent activities of Goldman Sachs Group, Inc.: several Representatives, H3002 [28AP]

Investing in American Jobs and Closing Tax Loopholes Act: Jay Timmons, National Association of Manufacturers, H6367 [29JY]

———M. Michael Rounds and Chester J. Culver, National Governors Association, H6361 [29JY]

———Promote America's Competitive Edge (PACE) Coalition, H6367 [29JY]

———R. Bruce Josten, U.S. Chamber of Commerce, H6360 [29JY]

Middle Class Tax Relief Act: Jay Timmons, National Association of Manufacturers, H7883 [2DE]

———several business organizations, H7884 [2DE]

National Credit Union Administration Chairman addition as a voting member of the Financial Stability Oversight Council: B. Dan Berger, National Association of Federal Credit Unions, S3353 [6MY]

———Dan Mica, Credit Union National Association, S3352 [6MY]

———Debbie Matz, National Credit Union Administration, S3352 [6MY]

National Save for Retirement Week: Representative George Miller, Committee on Education and Labor (House), H6190 [28JY]

———Representative Levin, Committee on Ways and Means (House), H6190 [28JY]

Orderly and transparent bankruptcy process for non-bank financial institutions: James C. Duff, Judicial Conference of the U.S., S3688 [13MY]

———several law school professors, economists, and leaders, S3689 [13MY]

Over-the-counter derivatives markets regulation and market transparency improvement: Coalition for Derivatives End-Users, S3597 [12MY]

———Jay Timmons, National Association of Manufacturers, S3596 [12MY]

———Paul A. Volcker, S3608 [12MY]

———several organizations, S3597 [12MY]

Permanently extend Bush administration tax cuts: several taxpayers, S8533 [4DE]

Permanently extend estate tax relief: Landi McFarland, S7464 [27SE]

Prohibit Federal assistance to bailout swap dealers and major swap participants: Americans for Financial Reform (organization), S3141 [5MY]

Prohibit proprietary trading and certain relationships with hedge funds and private equity funds and address conflicts of interest with respect to certain securitizations: John S. Reed, S2691 [27AP]

Protect identity of whistleblowers and ensure transparency and accountability in Government investigations of financial fraud: several consumer protection and government accountability organizations, S3975 [19MY]

Reform the way initial credit ratings are assigned: Paul S. Stevens, Investment Company Institute, S3979 [19MY]

Regulate over-the-counter derivatives markets and improve market transparency: Senator Dodd, Committee on Banking, Housing and Urban Affairs (Senate) and Senator Lincoln, Committee on Agriculture, Nutrition, and Forestry (Senate), H5248 [30JN]

Regulated Investment Company Modernization Act: Paul S. Stevens, Investment Company Institute, H7070 [28SE]

Repeal Wall Street Reform and Consumer Protection Act section relative to protecting confidentiality of materials submitted to the SEC: several organizations, S6889 [5AU]

Require consideration of economic impact of Bureau of Consumer Financial Protection rules and regulations on small businesses: Ron Busby, U.S. Black Chamber, Inc., S3888 [18MY]

———Todd O. McCracken, National Small Business Association, S3888 [18MY]

———several organizations, S3887 [18MY]

Restoring American Financial Stability Act: Camden R. Fine, Independent Community Bankers of America (organization), S3142 [5MY]

———James C. Duff, Judicial Conference of the U.S., S2575 [22AP]

———several housing and community development organizations, S3520 [11MY]

———Susan Eckerly, National Federation of Independent Business, S2695 [27AP]

———Vicki Cox Golder, National Association of Realtors, S3500, S3519 [11MY]

Small Business and Infrastructure Jobs Tax Act: Nancy McLernon, Organization for International Investment, H2289 [24MR]

Solicitor General's failure to file a brief requested by SEC in Stoneridge Investment Partners v. Scientific Atlanta: Senator Specter, Committee on the Judiciary (Senate), S3619 [12MY]

Tax Hike Prevention Act: several Senators, S8327 [1DE], H7877 [2DE]

Lists

Organizations supporting Snowe amendment to S. 3217, Restoring American Financial Stability Act, requiring consideration of economic impact of Bureau of Consumer Financial Protection rules and regulations on small businesses, S3887 [18MY]

Messages

Economic Report: President Obama, H621-H623 [22FE]

Motions

Financial institutions: improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), S2553 [22AP], S2729 [28AP], S3809 [17MY], S3894 [18MY]

Political campaigns: prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (H.R. 5175), H4825 [24JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3628), S6191 [22JY]

Taxation: provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), H2295 [24MR]

Outlines

Addressing small business needs to create jobs, S1640 [17MR]

Press releases

Angel Capital Association Supports Amendments to Financial Reform Bill—Sen. Dodd's Amendments Allow for Efficient Capital Access for Entrepreneurs and Also Improve Fraud Protection for Investors: Angel Capital Association, S3813 [17MY]

Proclamations

Financial Literacy Month: President Obama, H2657 [20AP]

Remarks in House

America Saves Week: support goals and ideals (H. Res. 1082), H1069-H1071 [3MR], E319 [5MR]

American International Group, Inc. (AIG): awarding of bonuses to executives after receiving Government bailout funds, H557 [4FE]

Amtrak: reduce funding for capital and debt service grants for capital investments, H6376, H6377 [29JY]

Bankruptcy: modify application of certain laws relative to principal residences that are the subject of foreclosure (H.R. 6431), E1979 [18NO]

Budget: allocation of funds, H4078-H4081 [27MY]

Business and industry: eliminate tax incentives to move jobs and profits overseas, H4091, H4092 [28MY]

———provide a corporate responsibility investment option under the Thrift Savings Plan, H3761 [25MY]

———require 120-day waiting period for startup companies to receive investor funds, H3017 [29AP]

Buy American Act: require total domestic content in green technologies purchased by Federal agencies, States using Federal funds, and property eligible for certain renewable energy tax credits (H.R. 5792), H6738 [15SE]

Coins: authorize production of palladium bullion coins to provide affordable opportunities for investments in precious metals (H.R. 6166), H7313, H7314 [29SE]

Consumer Credit Counseling Service of Greater Dallas, Inc.: tribute to workshop on protecting finances, H2940 [28AP]

Consumer Financial Protection Agency: establish, H3254 [6MY], H3844, H3845, H3847 [26MY], H4088 [28MY], H5235 [30JN]

———establish (H.R. 3126), H936 [26FE], H2888 [27AP]

Democratic Party: national agenda, H5295-H5297 [30JN]

Dept. of the Treasury: Build America Bonds funding, H4169, H4171 [28MY]

———capital treatment of small business lending fund investments, H6931 [23SE]

———establish a fund from the sale of Troubled Asset Relief Program assets to assist local governments recoup losses incurred from Lehman Brothers Holdings Inc., bankruptcy (H.R. 5125), E672 [27AP]

———review current banking laws and regulations that prohibit U.S. citizens living abroad from accessing U.S. banking services, H2939 [28AP]

Dept. of Transportation: TIGER (Transportation Investments Generating Economic Recovery) grants funding, H6320 [29JY]

Dept. of Veterans Affairs: improve and make permanent the loan guarantee for the purchase of residential cooperative housing units (H.R. 6567), E2224 [21DE]

Economy: analysis of causes and potential remedies of current economic recession, H307 [21JA], H1019-H1024 [2MR], H1155, H1159 [4MR], H1300 [10MR], H2677-H2682 [20AP], H2868-H2871 [26AP], H3004-H3008 [28AP], H3104 [4MY], H3184-H3191 [5MY], H3425-H3432 [12MY], H4409 [14JN], H4744-H4746, H4750, H4751 [23JN], H4963-H4969 [29JN], H5228 [30JN], H5495, H5496 [1JY], H5970 [22JY], H6155-H6159 [27JY], H6265 [28JY], H6742-H6748 [15SE], E53-E55 [20JA]

———create jobs through tax relief for small businesses, make unemployment benefits tax free, use repaid Troubled Asset Relief Program funds for debt reduction, and reduce frivolous lawsuits (H.R. 4513), H390 [27JA], H658 [23FE]

———Government bailout of financial institutions, H376 [26JA], H638 [22FE], H2632 [15AP], H3130 [5MY], H3263 [6MY], H3535 [18MY], H4078 [27MY], H4237, H4238 [8JN], H4412 [14JN], H4497 [15JN], H4670 [22JN], H5244 [30JN]

———impact of failure to extend Bush administration tax cuts, H3637 [19MY], H3808 [25MY]

———impact of subprime mortgage lending, H5597 [14JY]

———reform health care, Social Security, tax code for individuals and small businesses, and the budget process (H.R. 4529), H1915 [21MR], E950 [26MY], E1369 [20JY]

———reform the financial regulatory system of the U.S., H2673 [20AP]

———regulation of U.S. financial markets, H6027 [26JY], E2204 [18DE]

Employment: impact of the outsourcing of jobs to foreign countries on the economy, H5602 [14JY]

FBI: provide additional resources for Federal investigations and prosecutions of crimes related to the recent financial crisis (H.R. 3995), H2673 [20AP], H2822 [22AP], H3001 [28AP], H3198 [5MY]

Federal Deposit Insurance Act: provide for deposit restricted qualified tuition programs, H2651-H2654 [20AP]

Federal employees: provide a corporate responsibility investment option under the Thrift Savings Plan (H.R. 6183), E1692 [22SE]

Financial institutions: awarding of bonuses to executives after receiving Government bailout funds, H335 [26JA], E7 [12JA]

———facilitate access by small businesses to capital, H1014 [2MR]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices, H2868-H2871 [26AP], H2884 [27AP]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), H2648 [20AP], H2701 [21AP], H2882, H2885, H2886, H2892 [27AP], H2941, H3007, H3009 [28AP], H3129 [5MY], H3205 [6MY]

———promote transparency and accountability in the consumer financial products and services market and ensure that no company becomes too big to fail (H.R. 4516), H336 [26JA]

———provide a retroactive increase in deposit insurance for depositors (H.R. 5429), E980 [28MY]

———provide an orderly and transparent bankruptcy process for non-bank financial institutions, H4289-H4297 [9JN], H5233, H5235 [30JN]

———reduce white collar crime and fraud in financial system, E2252 [22DE]

———restore certain provisions of law to separate investment banking from commercial banking, H271 [21JA]

———restore certain provisions of law to separate investment banking from commercial banking (H.R. 4377), H112 [13JA], H4956 [29JN], H5283 [30JN]

———waiver of receipt of dividends by Federal mutual holding companies, E2146 [15DE]

Financial Literacy Month: support goals and ideals (H. Res. 1257), H2656-H2659 [20AP], H2909 [27AP], E605 [21AP], E643 [26AP]

Foreign countries: increase transparency regarding U.S. debt instruments held by foreign governments and assess risks to the U.S. of such holdings (H.R. 5319), H3546 [19MY]

Goldman Sachs Group, Inc.: SEC investigation of alleged fraudulent activities relative to sale of financial product tied to subprime mortgages, H2647 [20AP], H2803, H2804, H2822 [22AP], H2880 [27AP], H2939, H2997-H3003 [28AP], H3104, H3105 [4MY], H3195 [5MY], H4573 [16JN]

Health: national policy to provide health care and reform insurance procedures (H.R. 3889), H180 [19JA], H634 [22FE], H739, H741, H743 [23FE], H829 [24FE], H3798 [25MY], H5964 [22JY]

———national policy to provide health care and reform insurance procedures (H.R. 3889), pass (H.R. 5073), H8075-H8079 [7DE]

Housing: allow homeowners of moderate-value homes who are subject to mortgage foreclosure proceedings to remain in their homes as renters (H.R. 5028), H3728 [24MY]

———reduce foreclosures of residential mortgages, H1017 [2MR]

Immigration: establish employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish business in the U.S. (H.R. 5193), E709 [29AP]

———permanently authorize EB-5 regional center program, H3624 [19MY]

Individual development accounts: increase funding through funds received by eliminating the domestic production tax deduction for coal and other hard mineral fossil fuels (H.R. 6067), E1508 [30JY]

Iran: authorize State and local governments to direct divestiture from, and prevent investment in, companies with certain investments in Iran's energy sector (H.R. 1327), H2776 [21AP], H4599 [17JN]

———ensure companies operating in the U.S. that receive Federal funds are not conducting business in Iran, H4075 [27MY], H4851 [24JN]

National Homeownership Month: support goals and ideals (H. Res. 1434), H4685-H4687 [23JN], E1204 [24JN]

National Infrastructure Development Bank: establish (H.R. 2521), H1015 [2MR]

National Save for Retirement Week: support goals and ideals (H. Res. 1481), H6189, H6190 [28JY]

OPIC: reauthorize programs (H.R. 5975), E2021 [1DE]

Patient Protection and Affordable Care Act: repeal provisions relative to health savings accounts (H.R. 5126), H3131 [5MY], H4251 [9JN], H8077 [7DE]

Pensions: allow time for pensions to fund benefit obligations due to economic circumstances in the financial markets (H.R. 3936), H3766 [25MY]

———provide funding relief to multiemployer defined benefit plans, E1257 [30JN]

Political campaigns: eliminate limitations on Federal election campaign contributions, H4817, H4818 [24JN]

———exemptions granted to certain advocacy groups from spending disclosure requirements relative to Federal elections, H4802-H4805 [24JN]

———exemptions granted to certain groups from spending disclosure requirements relative to Federal elections, H4571 [16JN], H4618 [17JN]

———prohibit campaign contributions by lobbyists representing countries defined as state sponsors of terrorism or any other foreign national, H4826 [24JN]

———prohibit campaign contributions by lobbyists representing countries defined as state sponsors of terrorism or any other foreign national (H.R. 5609), H5336-H5342 [1JY]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements for Federal elections (H.R. 5175), consideration (H. Res. 1468), H4784-H4794 [24JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (H.R. 5175), H3443 [13MY], H3756 [25MY], H3830 [26MY], H4571, H4578 [16JN], H4618 [17JN], H4681 [23JN], H4784, H4795-H4828 [24JN], H4913 [29JN], H5337-H5340 [1JY], H5524, H5533 [13JY], E1211 [25JN], E1218 [28JN], E1226, E1227, E1228, E1231 [29JN], E1236 [30JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (H.R. 5175), motion to recommit, H4826, H4827 [24JN]

———require corporations to present disclosure requirements relative to Federal elections in a clear and conspicuous manner, H4816, H4817 [24JN]

———require the city and State of a political advertisement funder be included in the disclaimer notice, H4823 [24JN]

Populist Caucus: agenda, H1011-H1017 [2MR]

Public Works and Economic Development Act: reauthorize and improve programs and activities (H.R. 5897), E1450 [28JY]

Real estate: address instability in commerical real estate market, H3179 [5MY]

Real estate investment trusts: anniversary of establishing legislation, E1582 [14SE]

———anniversary of establishing legislation (H. Res. 1595), H6696, H6697 [15SE], E1664 [16SE], E1745 [24SE]

SBA: provide financing to support early-stage small businesses in targeted industries (H.R. 3738), H4516 [16JN]

SEC: review of regulations of investment advisers and broker-dealers, H5255 [30JN]

Securities: clarify definition of hedge funds and private equity funds, H5226 [30JN], E1295 [13JY]

———regulate over-the-counter derivatives markets and improve market transparency, H4957 [29JN], H5245, H5248 [30JN]

Securities Investor Protection Act: reform, H3177 [5MY]

Small business: authorize certain debt refinancing (H.R. 2527), H323 [21JA]

———tax rates, H6688 [15SE]

Small Business Act: improve programs providing access to capital (H.R. 3854), H4516 [16JN]

Small Business Investment Act: extend programs (H.R. 4508), H400, H401 [27JA]

———extend programs (S. 3253), H2879, H2895, H2896 [27AP], E692 [28AP]

———extend programs (S. 3839), H7090 [28SE]

———improve programs providing access to capital (H.R. 3854), H4516 [16JN]

———increase maximum amount for loans to State and local development companies and provide temporary authority for debt refinancing of commercial real estate (H.R. 5412), H3842 [26MY]

———reauthorize (H.R. 5849), H6097 [27JY], E1499 [30JY], E1542 [9AU]

Social Security: privatization proposals, H5308 [1JY], H5531 [13JY], H5725, H5726, H5728, H5729, H5730, H5731, H5732, H5733, H5734, H5735, H5736, H5737, H5738, H5739, H5740, H5747-H5750, H5809, H5812 [20JY], H5823 [21JY], H6047 [27JY], H6167, H6168 [28JY], H6462 [30JY], E1371 [20JY], E1389 [21JY], E1484 [29JY]

Taxation: allow specified energy property grants to real estate investment trusts without regard to the ratable share income limitations (H.R. 4256), H3084 [4MY]

———create jobs through infrastructure investment, extending Emergency Fund for Job Creation and Assistance, and eliminating loopholes that encourage companies to move operations offshore (H.R. 5893), H6355-H6368 [29JY]

———create jobs through infrastructure investment, extending Emergency Fund for Job Creation and Assistance, and eliminating loopholes that encourage companies to move operations offshore (H.R. 5893), consideration (H. Res. 1568), H6297-H6306 [29JY]

———encourage investment in certain industries by providing an exclusion from tax on certain gains (H.R. 4877), H3633 [19MY]

———encourage investments in infrastructure (H.R. 6181), E1690 [22SE]

———establish tax-preferred Small Business Start-up Savings Accounts (H.R. 4309), H307 [21JA]

———exclude from personal holding company income dividends from foreign affiliates which are reinvested in the U.S. (H.R. 5473), E1029 [8JN]

———exclude income attributable to certain empowerment zone real property from gross income (H.R. 6041), E1512 [30JY]

———exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (H.R. 5901), H6429-H6431 [29JY]

———exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (H.R. 5901), Senate amendments, H8977 [22DE]

———expand availability of employee stock ownership plans in S corporations (H.R. 3586), H3314 [12MY]

———expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (H.R. 6099), E1567 [10AU]

———extend estate tax relief, H8037 [7DE], H8513-H8517 [15DE], H8523, H8554, H8555, H8560, H8562, H8573-H8577 [16DE]

———impose a tax on certain securities transactions to fund job creation and deficit reduction (H.R. 4191), H393 [27JA], H558 [4FE], H1014-H1017 [2MR]

———make certain middle class tax relief permanent, increase limits on small business expensing of certain depreciable assets, and extend alternative minimum tax relief, H7759, H7760, H7761, H7762, H7763, H7850-H7852 [1DE], H7858, H7859-H7864, H7876-H7887 [2DE], H8079-H8085 [7DE], H8092, H8248-H8252, H8254, H8255 [8DE], H8266, H8280 [9DE], H8295 [14DE], H8356, H8357, H8358, H8359, H8508-H8517 [15DE], H8522, H8523, H8524, H8525-H8534, H8545-H8595 [16DE], H8600, H8777 [17DE], E2071 [7DE], E2098 [9DE], E2128 [14DE], E2178, E2186, E2189, E2190, E2195, E2200, E2202, E2206 [18DE], E2225, E2232 [21DE]

———modify certain rules applicable to regulated investment companies (H.R. 4337), H7064-H7070 [28SE]

———modify certain rules applicable to regulated investment companies (H.R. 4337), Senate amendment, H8412-H8418 [15DE]

———permanently extend Bush administration tax cuts, H6687, H6733, H6735 [15SE], H6765, H6766, H6797-H6800 [16SE], H6812 [22SE], H6968-H6972, H6981-H6985 [23SE], H7216, H7217, H7219 [29SE], H7457 [16NO], H7535-H7537 [17NO], H7839-H7845 [1DE], E1872 [29SE]

———permanently extend Bush administration tax cuts and provide permanent alternative minimum tax and estate tax relief (S. 3773), H8021 [2DE]

———permanently extend estate tax relief, H4487, H4488 [15JN]

———permanently extend the research and development credit, H1366 [12MR], H3128 [5MY], H4096 [28MY], E750 [5MY]

———provide for an investment credit for biofuel facilities (H.R. 5142), H5306 [1JY]

———provide for home energy conservation bonds (H.R. 5617), E1220 [28JN]

———provide for total expensing for capital property placed in service between certain dates (H.R. 6126), H6741 [15SE]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), H2244 [23MR], H2281-H2299 [24MR], H2321 [25MR], H3469 [13MY], H4437, H4441 [15JN], H6031 [26JY], H6360 [29JY], E500, E507, E508 [25MR]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), consideration (H. Res. 1205), H2219-H2228 [23MR]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), motion to recommit, H2296, H2297 [24MR]

———provide individual and corporate income tax relief, reduce the employee share of payroll taxes, and rescind unobligated stimulus funds (H.R. 4100), H2888 [27AP], H5965, H5967 [22JY]

———provide permanent incentives for economic growth (H.R. 470), H655 [23FE]

———provide special rules for investments lost in a fraudulent Ponzi-type scheme (H.R. 5058), H3302 [11MY]

———provide that the volume cap for private activity bonds shall not apply to bonds for facilities for the furnishing of water and sewage facilities, H2294 [24MR]

———provide that the volume cap for private activity bonds shall not apply to bonds for facilities for the furnishing of water and sewage facilities (H.R. 537), H1304 [10MR]

———reduce the maximum corporate income tax rate and offset the revenue cost by repealing certain corporate tax benefits (H.R. 5962), H6461 [30JY], E1531 [30JY]

———repeal limitation on issuance of new clean renewable energy bonds and terminate eligibility of governmental bodies to issue such bonds (H.R. 6117), E1603 [14SE]

———require individuals to provide their Social Security number in order to claim the first-time homebuyer tax credit (H.R. 4760), E303 [4MR]

———temporarily increase investment tax credit for geothermal energy property (H.R. 5612), E1220 [28JN]

———treat certain employee-funded pensions the same as qualified trusts for purposes of unrelated debt-financed income derived from real property and increase limit on elective deferrals to such pensions (H.R. 6056), E1522 [30JY]

Wall Street Reform and Consumer Protection Act: repeal section relative to protecting confidentiality of materials submitted to the SEC (H.R. 6086), H6954 [23SE]

———repeal section relative to protecting confidentiality of materials submitted to the SEC (S. 3717), H6952-H6955 [23SE]

Washington Mutual, Inc.: economic impact of bank failure, H2649 [20AP]

Remarks in Senate

American International Group, Inc. (AIG): awarding of bonuses to executives after receiving Government bailout funds, S1868 [23MR]

———business practices that precipitated Government bailout, S296 [28JA]

Aviation: allow employees of a commercial passenger airline carrier who receive payments in a bankruptcy proceeding to roll over such payments into an individual retirement plan, S10509 [17DE]

Bernanke, Ben S.: impact of previous decisions as Federal Reserve Board Chair on suitability to serve additional term, S321 [28JA]

Business and industry: eliminate tax incentives to move jobs and profits overseas, S1352 [10MR], S7068-S7071 [14SE]

———require all foreign and domestic companies registered with the SEC to report annually on amounts paid to each country for access to oil, gas, and minerals, S3315 [6MY], S3815-S3818 [17MY], S4056 [20MY], S5872 [15JY]

———require notification to, and prior approval by, shareholders of a public company for certain political expenditures (S. 3004), S495 [4FE]

Cayman Islands: assessment as a tax secrecy jurisdiction that allows citizens and companies to avoid taxes and other financial disclosures, S4721, S4723 [9JN]

CBO: score Federal purchases of private stock, equity, or capital investments on a fair-value basis that considers market risk, S7109 [15SE]

CFTC: provide authority to prevent the trading of futures and swap contracts that are contrary to the public interest, S5906, S5907 [15JY]

———provide clear antimarket manipulation authority, S3348 [6MY]

———set aggregate position limits across all markets on non-commercial market participants, S5919 [15JY]

———set hard caps on speculative position limits for futures on energy commodities, S2410 [19AP]

Coins: authorize production of palladium bullion coins to provide affordable opportunities for investments in precious metals (H.R. 6166), S8292 [30NO], S8392 [2DE]

Committee on Homeland Security and Governmental Affairs (Senate): authorize release of Permanent Subcommittee on Investigations records on foreign use of U.S. entities to bring suspect funds into the U.S. (S. Res. 445), S1207, S1209 [4MR]

———authorize release of Permanent Subcommittee on Investigations records on private banking and money laundering (S. Res. 615), S6982 [5AU]

———authorize release of Permanent Subcommittee on Investigations records on the financial crisis (S. Res. 545), S4560 [27MY]

Commodity Exchange Act: bring greater transparency and accountability to commodity markets, S2676-S2678 [27AP]

Corporations: impact of federalized corporate governance relative to improved proxy assests, S3131 [5MY]

Credit: establish penalties for servicers that fail to timely evaluate the applications of homeowners under home loan modification programs (S. 3161), S2024 [24MR]

Dept. of Justice: improve enforcement of mortgage fraud, securities fraud, financial institution fraud and other frauds related to Federal assistance and relief programs (S. 386), S1610 [16MR], S2414 [19AP]

Dept. of Labor: provide special reporting and disclosure rules for individual retirement account plans (S. 401), S7170 [16SE]

Dept. of the Treasury: Build America Bonds funding, S1503 [15MR], S1575, S1577-S1579, S1584, S1586 [16MR]

———require any amounts repaid by financial institutions receiving Troubled Asset Relief Program assistance be used for debt reduction, S3512, S3513 [11MY]

Economy: analysis of causes and potential remedies of current economic recession, S1608 [16MR], S1662-S1664 [17MR], S2195-S2197 [12AP], S2497 [21AP], S2726 [28AP], S3591-S3594 [12MY], S4046-S4052 [20MY], S4206 [25MY]

———Government bailout of financial institutions, S5801 [14JY], S8740-S8742 [10DE]

———reform the financial regulatory system of the U.S., S11 [20JA], S2414 [19AP], S7599-S7601 [28SE], S7744 [29SE]

———regulation of U.S. financial markets, S6850 [5AU]

ERISA: require a lifetime income disclosure (S. 2832), S7170 [16SE]

FCC: encourage continued investment and innovation in communications networks by establishing a new competition analysis-based regulatory framework (S. 3624), S6081 [21JY]

FDIC: amend the definition of the term ``assessment base'' to include a financial entity's total assets in determination of deposit insurance premiums, S3070, S3071, S3073-S3075 [4MY], S3149, S3153, S3154 [5MY], S3296-S3299, S3320 [6MY]

———establish a sunset for the authority Division for Consumer Financial Protection, S3694 [13MY]

———establish Division for Consumer Financial Protection, S3296, S3297, S3299-S3303, S3305-S3308, S3309-S3328 [6MY]

———remove statutory references to credit rating agencies as sources for determining creditworthiness of investments, S3323 [6MY]

Financial institutions: advance the ability of credit unions to promote small business growth and economic development opportunities, S5772 [13JY], S6354 [28JY]

———advance the ability of credit unions to promote small business growth and economic development opportunities (S. 2919), unanimous-consent request, S10725, S10726 [19DE]

———allow flexible mortgage loan payment terms based on seasonal incomes, S3072, S3073 [4MY]

———allow purchase and disposal of securities and other underwriting or market making activities that do not exceed near term demands of clients, customers, or counterparties, S5906 [15JY]

———amend the definition of financial company to impose limits on nondeposit liabilities for certain housing-related Government-sponsored enterprises, S3350, S3351 [6MY]

———awarding of bonuses to executives after receiving Government bailout funds, S8739 [10DE]

———clarify definition of swap dealers to not include end users that execute swaps through affiliates, S5907 [15JY]

———clarify treatment of U.S. branches and agencies of foreign banks relative to swap desk push out requirements, S5903 [15JY]

———create a financial stability council to oversee the financial regulatory activities of the Government, S3459-S3461 [10MY], S3953 [19MY]

———eliminate certain banking regulations that infringe on the privacy rights of customers, S3072, S3073 [4MY]

———eliminate special treatment of derivatives in bankruptcy and liquidation process, S2410 [19AP]

———enhance supervision of non-bank financial companies, S5872 [15JY]

———ensure application of antitrust laws to enhance accountability and protect consumers, S3626 [12MY]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), S2332, S2334, S2346, S2352-S2357, S2362 [15AP], S2399, S2401, S2404-S2410 [19AP], S2433-S2439, S2446, S2447, S2452-S2454, S2467 [20AP], S2484-S2487, S2489-S2493, S2495-S2497, S2500-S2506 [21AP], S2536-S2541, S2545, S2548 [22AP], S2750-S2752 [28AP], S2772-S2782, S2786, S2790-S2794 [29AP], S2987-S2999, S3001-S3004 [30AP], S3015-S3028 [3MY], S3051-S3085, S3087 [4MY], S3119-S3126, S3128-S3133, S3135-S3144, S3147-S3157, S3291 [5MY], S3296-S3353 [6MY], S3385-S3387, S3398-S3403 [7MY], S3453-S3470 [10MY], S3488-S3509, S3511-S3532 [11MY], S3569, S3572-S3613, S3616-S3627 [12MY], S3664-S3683, S3686-S3711 [13MY], S3769, S3772-S3778 [14MY], S3793, S3800-S3819 [17MY], S3855-S3902 [18MY], S3951-S3953, S3955-S3964, S3966-S3980 [19MY], S4027-S4078 [20MY], S10921 [21DE]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), motion to proceed, S2553-S2559, S2562, S2574-S2580 [22AP], S2605-S2637 [26AP], S2674-S2678, S2680-S2707 [27AP], S2716-S2719, S2721-S2745, S2747-S2750 [28AP]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), unanimous-consent agreement, S2682 [27AP], S2748 [28AP], S3617 [12MY]

———improve accountability and transparency in the financial system, end ``too big to fail'', end bailouts, and protect consumers from abusive financial services practices (S. 3217), unanimous-consent request, S2553 [22AP], S3811, S3812 [17MY], S3896 [18MY], S4031 [20MY]

———limit proprietary trading activity of banks, S83 [21JA], S139-S142 [22JA]

———make permanent the temporary increase in deposit insurance coverage, S5871 [15JY]

———prohibit certain affiliations between commercial banking and investment banking companies, S3889 [18MY], S4072 [20MY]

———prohibit certain affiliations between commercial banking and investment banking companies (S. 2886), S474 [4FE], S2727 [28AP], S5909 [15JY]

———prohibit federally insured banks from engaging in proprietary trading and impose strict capital charges on large nonbanking financial entities, S2629 [26AP]

———prohibit naked credit default swaps, S2998 [30AP], S3079 [4MY], S3874, S3877-S3879, S3884, S3890-S3894 [18MY]

———provide an orderly and transparent bankruptcy process for non-bank financial institutions, S3620-S3624 [12MY], S3668-S3670, S3673, S3686-S3691 [13MY], S3802 [17MY], S4039 [20MY]

———provide for a safe, accountable, fair, and efficient banking system, S2781 [29AP]

———provide for a safe, accountable, fair, and efficient banking system (S. 3241), S2519-S2521 [21AP], S2612 [26AP], S2682 [27AP], S2727 [28AP]

———reform regulations for residential mortgage underwriting standards, S3513-S3521 [11MY], S3572, S3574, S3578 [12MY], S4043 [20MY]

———reform the way initial credit ratings are assigned, S3082 [4MY], S3155, S3156 [5MY], S3311 [6MY], S3399 [7MY], S3465 [10MY], S3673-S3678, S3681-S3683 [13MY], S3955, S3958, S3977-S3979 [19MY], S4044 [20MY]

———require all financial companies put into receivership to be liquidated, S2779-S2781 [29AP]

———require financial institutions to disclose to customers if they have a material conflict of interest with the financial product they are selling, S4062 [20MY]

———require systemically risky companies to disclose all off-balance sheet activities to the SEC, S3151 [5MY]

———restore certain provisions of law to separate investment banking from commercial banking, S115 [21JA], S1416-S1421 [11MR], S2414-S2416 [19AP], S2446 [20AP], S2492 [21AP]

Financial Literacy Month: designate (S. Res. 485), S2393, S2394 [15AP]

Financial Markets Commission: establish (S. 298), S5825 [14JY]

Financial Stability Oversight Council: add State banking, insurance, and securities regulators as non-voting members, S3710 [13MY]

———add the Chairman of the National Credit Union Administration as a voting member, S3352 [6MY]

Fish and fishing: allow fishermen who hold capital construction fund accounts to make a penalty-free withdrawal from such accounts without requiring reinvestment in the fishing industry (S. 3276), S2762 [28AP]

Foreign countries: increase transparency regarding U.S. debt instruments held by foreign governments and assess risks to the U.S. of such holdings, S4649 [8JN], S4736-S4738 [9JN]

FRS: create an office of military liaison within the Bureau of Consumer Financial Protection, S3400-S3402 [7MY], S3776-S3778 [14MY]

———establish Bureau of Consumer Financial Protection, S3578 [12MY], S3775 [14MY], S3960, S3974 [19MY], S5891 [15JY]

———exempt small businesses from regulation by Bureau of Consumer Financial Protection, S3577, S3578, S3618 [12MY], S3862 [18MY], S4063, S4064 [20MY]

———permit internal investment managers of certain financial entities to act as an independent representative for evaluation of security-based swap transactions, S5903 [15JY]

———publish information on financial assistance provided to various entities, S3670-S3673 [13MY]

———require Board of Governors to publish information on financial assistance provided to various entities, S175 [25JA], S2362 [15AP], S3080 [4MY]

———require consideration of economic impact of Bureau of Consumer Financial Protection rules and regulations on small businesses, S3678-S3681 [13MY], S3884-S3888 [18MY]

———require GAO audit of the FRS Board of Governors and publication of information on financial assistance provided to various entities, S2686 [27AP], S2733 [28AP], S3016 [3MY], S3135-S3138 [5MY], S3329-S3334, S3337 [6MY], S3489-S3495 [11MY]

———set minimum leverage level on all significant financial institutions, S4192 [25MY]

Goldman Sachs Group, Inc.: SEC investigation of alleged fraudulent activities relative to sale of financial product tied to subprime mortgages, S2538 [22AP]

Government regulations: provide authority to CFTC and SEC to determine if a person dealing under-collateralization of investment swaps is a major swap participant or a major security-based swap participant, S5907 [15JY]

Health Care and Education Reconciliation Act: repeal tax on unearned investment income Medicare contribution (S. 3712), S6887 [5AU]

Housing: assessment of Federal housing policy, S4046 [20MY]

Lehman Brothers Holdings Inc.: release of report detailing bankruptcy filing, S1598 [16MR]

Municipal Securities Rulemaking Board: enhance regulation of municipal securities market, advisers, and dealers, S10921 [21DE]

National Save for Retirement Week: support goals and ideals (S. Res. 649), S7563 [27SE]

Native American Economic Advisory Council: establish (S. 3331), S3408 [7MY]

Patient Protection and Affordable Care Act: prohibit tax on net investment income, S1959, S2000 [24MR]

Pensions: reform funding rules, S1291 [9MR]

Political campaigns: prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections, S2784 [29AP]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (H.R. 5175), S5383 [24JN], S5501 [28JN], S5503 [29JN]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3295), S3029-S3032 [3MY], S3628-S3632 [12MY]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3628), S6121 [21JY], S6131, S6191 [22JY], S7873 [15NO]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3628), motion to proceed, S6229-S6231, S6234-S6236 [26JY], S6266-S6268, S6270-S6285, S6288 [27JY], S7303-S7309, S7311-S7313, S7317-S7332, S7334, S7335, S7341-S7344 [22SE], S7367, S7383, S7385-S7388 [23SE]

———prohibit foreign influence, prevent Federal contractors from making expenditures, and establish additional spending disclosure requirements relative to Federal elections (S. 3628), unanimous-consent agreement, S7363 [22SE]

———protect Federal, State, and local elections from the influence of foreign nationals, S2785 [29AP]

Real estate investment trusts: anniversary of establishing legislation, S7023 [13SE], S7081 [14SE]

Renewable energy: extend, expand, and improve tax incentives and grant programs for renewable energy, S8688 [9DE], S8844 [13DE], S9013 [14DE], S10252 [15DE]

SBA: improve programs for socially and economically disadvantaged small business concerns and establish a Small Business Surety Bond Pilot Program (S. 3458), S4623 [7JN]

———increase loan limits and provide for low-interest refinancing for small businesses (S. 2869), S1639, S1642 [17MR]

SEC: clarify definition of ``accredited investor'' to facilitate access by small businesses to capital, S3812-S3814, S3817 [17MY], S4063, S4064 [20MY]

———modernize and strengthen investor protection (S. 3258), S2644 [26AP]

———prohibit authority to set agency budget and collect fees from regulated companies, S3899 [18MY], S3974-S3977 [19MY]

———provide whistleblower protections for employees of nationally recognized statistical rating organizations, S3349 [6MY], S5872 [15JY]

———regulation of high-frequency trading, S921-S923 [2MR], S3340 [6MY], S3582-S3585 [12MY], S4960-S4962 [16JN], S7599-S7601 [28SE]

———require investment advisers to private funds to register with the SEC, S3899 [18MY]

———require publicly traded coal companies to include certain safety records in annual and quarterly filings (S. 3450), S4550 [27MY]

Securities: allow for private right of action against secondary violators that provide substantial assistance in aiding-and-abetting securities fraud, S3399 [7MY], S3618 [12MY], S3664, S3670, S3701 [13MY]

———clarify exemption for certain annuity contracts and insurance policies from Federal regulation, S4028-S4032 [20MY], S5917 [15JY]

———comprehensively regulate derivatives markets to increase transparency and reduce risks in the financial system, S2497, S2500 [21AP], S2698 [27AP], S2776 [29AP], S3067 [4MY], S5905, S5906 [15JY]

———direct the SEC and the CFTC to determine if stable value funds and wrap contracts should be treated as swaps, S5906 [15JY]

———prohibit Federal assistance to bailout swap dealers and major swap participants, S3140 [5MY], S4192 [25MY], S5886 [15JY]

———prohibit proprietary trading and certain relationships with hedge funds and private equity funds and address conflicts of interest with respect to certain securitizations, S2633 [26AP], S2690, S2691 [27AP], S3468-S3470 [10MY], S3874, S3888, S3896-S3902 [18MY], S3963, S3966 [19MY], S4044, S4057-S4059 [20MY], S4110 [24MY], S4192 [25MY], S5886, S5889, S5893-S5899, S5901, S5904, S5932 [15JY]

———prohibit proprietary trading and certain relationships with hedge funds and private equity funds and address conflicts of interest with respect to certain securitizations (S. 3098), S1362 [10MR], S1419 [11MR]

———regulate over-the-counter derivatives markets and improve market transparency, S3595-S3610 [12MY], S3953, S3966 [19MY], S4042 [20MY], S5890 [15JY]

———study imposition of a transaction fee on all security-based transactions, S3587 [12MY]

Senior citizens: improve retirement security, S7170 [16SE]

Small business: help to create new jobs and drive economic recovery, S1639-S1643 [17MR]

Small Business Investment Act: extend programs (H.R. 4508), S351 [28JA]

———extend programs (S. 3253), S2573 [22AP]

———extend programs (S. 3839), S7452 [24SE]

———reauthorize (H.R. 5849), S6341 [27JY]

Taxation: encourage investments in infrastructure, S8737, S8742, S8758, S8777, S8780 [10DE]

———exempt certain farmland from the estate tax (S. 3664), S6440 [28JY], S8452 [3DE]

———exempt certain stock of real estate investment trusts from the tax on foreign investment in U.S. real property interests (H.R. 5901), S6595, S6596 [2AU], S6598 [3AU], S10443 [17DE]

———expand personal and retirement savings by allowing employees not covered by qualified retirement plans to save for retirement through automatic individual retirement accounts (S. 3760), S6904 [5AU]

———extend Bush administration tax cuts and provide estate tax relief, S8671-S8673 [9DE]

———extend credit for production of biodiesel, S608 [22FE], S3081 [4MY], S4507 [27MY], S8841, S8846 [13DE]

———extend estate tax relief, S8761, S8776 [10DE], S8979 [14DE], S10245, S10247 [15DE]

———extend incentives for biodiesel and renewable diesel, S4640 [8JN], S5258 [22JN], S7144-S7149 [16SE]

———impose an excise tax on bonuses paid to employees by businesses that receive Federal emergency economic assistance and limit deduction allowable for such bonuses, S989, S990 [3MR], S1147-S1149 [4MR], S1287 [9MR], S2994-S2997 [30AP], S3580 [12MY]

———make certain middle class tax relief permanent, increase limits on small business expensing of certain depreciable assets, and extend alternative minimum tax relief, S8445-S8468, S8474 [3DE], S8513-S8535 [4DE], S8545, S8553 [6DE], S8596 [7DE], S8622, S8628-S8631, S8634 [8DE], S8669, S8701-S8708 [9DE], S8735-S8781 [10DE], S8838-S8847, S8849 [13DE], S8964-S8966, S8969-S8972, S8976-S8979, S8985, S8992-S8999, S9001-S9021, S9278 [14DE], S10237-S10241, S10244-S10256 [15DE], S10401-S10404 [16DE], S10423 [17DE]

———make permanent the extension of capital gains and dividend rates, S5084 [17JN], S5300 [23JN]

———make permanent the extension of capital gains rates, S7329 [22SE]

———modify certain rules applicable to regulated investment companies (H.R. 4337), S7774 [29SE], S7871 [15NO], S8651 [8DE]

———permanently extend Bush administration tax cuts, S7476, S7481 [27SE]

———permanently extend Bush administration tax cuts and provide permanent alternative minimum tax and estate tax relief (S. 3773), S7004-S7007, S7048 [13SE], S7052, S7077 [14SE], S7106 [15SE], S7309 [22SE], S7678 [29SE], S7917 [17NO], S8009, S8020-S8023 [18NO], S8312-S8314, S8325-S8338 [1DE], S8475 [3DE]

———permanently extend Bush administration tax cuts and provide permanent alternative minimum tax and estate tax relief (S. 3975), S8108 [18NO], S8111 [19NO]

———permanently extend estate tax relief, S4640 [8JN], S5047-S5049 [16JN], S5250 [22JN], S6062, S6066 [21JY], S6178 [22JY], S7463 [27SE]

———permanently extend the research and development credit, S7144-S7150 [16SE]

———provide access to private activity bonds to finance renewable energy resources facilities, conservation and efficiency facilities, and other greenhouse gas emission technologies (S. 3336), S3539 [11MY]

———provide an investment tax credit for biomass heating property (S. 3188), S2129 [25MR]

———provide incentives for clean energy manufacturing to reduce emissions, to produce renewable energy, and to promote conservation (S. 3738), S6896 [5AU]

———provide incentives for small business job creation, extend Build America Bonds program, and provide other infrastructure job creation tax incentives (H.R. 4849), unanimous-consent request, S7148, S7149 [16SE], S10247 [15DE]

———provide relief to improve competitiveness of U.S. corporations and small businesses and eliminate incentives to move jobs and profits overseas, S413 [2FE], S999-S1001 [3MR], S5069-S5071 [17JN]

———provide special rules for treatment of low-income housing credits (S. 3141), S1752 [18MR]

———repeal estate tax, S106 [21JA]

———repeal limitation on issuance of new clean renewable energy bonds and terminate eligibility of governmental bodies to issue such bonds (S. 3855), S7632 [28SE]

———repeal tax deferral on income of controlled foreign corporations attributable to imported property, S7461-S7465, S7467, S7469, S7494 [27SE], S7580 [28SE]

———retain estate tax, S5244-S5246 [22JN]

———retain estate tax with an immediate exemption increase and repeal new carryover basis rules (H.R. 4154), S5 [20JA]

———temporarily increase investment tax credit for geothermal energy property (S. 3788), S7136 [15SE]

Transportation: provide new infrastructure funding through Federal bonding to empower States and local governments to complete significant infrastructure projects across all modes of transportation, S418-S420 [2FE]

U.S. Sentencing Commission: review and amend Federal sentencing guidelines and policy statements applicable to persons convicted of securities fraud, S3399 [7MY]

Wall Street Reform and Consumer Protection Act: repeal section relative to protecting confidentiality of materials submitted to the SEC, S6513 [29JY]

———repeal section relative to protecting confidentiality of materials submitted to the SEC (S. 3717), S6889 [5AU], S7298, S7299 [21SE], S7440 [24SE]

Whistleblowing: protect identity of whistleblowers and ensure transparency and accountability in Government investigations of financial fraud, S3975 [19MY]

Reports

Obama Adminstration's Proposed 2.9% ``HI'' Surtax Would Harm the Economy and Lose Revenue: Stephen J. Entin, Gary Robbins, and Michael Schuyler, Institute for Research on the Economics of Taxation, S1961 [24MR]

Reports filed

Accountability and Transparency in Rating Agencies Act: Committee on Financial Services (House) (H.R. 3890) (H. Rept. 111-685), H8597 [16DE]

BLM Validation of Final Patent Dealing With Lands in Nevada Conveyed to Coyote Springs Investment, LLC: Committee on Energy and Natural Resources (Senate) (H.R. 762) (S. Rept. 111-272), S6882 [5AU]

Consideration of H.R. 4849, Small Business and Infrastructure Jobs Tax Act: Committee on Rules (House) (H. Res. 1205) (H. Rept. 111-455), H2215 [22MR]

Consideration of H.R. 5175, Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act: Committee on Rules (House) (H. Res. 1468) (H. Rept. 111-511), H4778 [23JN]

Consideration of H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act: Committee on Rules (House) (H. Res. 1568) (H. Rept. 111-577), H6282 [28JY]

Consideration of Senate Amendment to H.R. 4853, Middle Class Tax Relief Act: Committee on Rules (House) (H. Res. 1745) (H. Rept. 111-671), H7854 [1DE]

Consideration of Senate Amendment to H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act: Committee on Rules (House) (H. Res. 1766) (H. Rept. 111-682), H8519 [15DE]

Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act: Committee on House Administration (House) (H.R. 5175) (H. Rept. 111-492), H3822 [25MY]

Economic Revitalization and Innovation Act: Committee on Transportation and Infrastructure (House) (H.R. 5897) (H. Rept. 111-652), H7388 [29SE]

Improved Financial and Commodity Markets Oversight and Accountability Act: Committee on Homeland Security and Governmental Affairs (Senate) (H.R. 885), S1617 [16MR]

Investor Protection Act: Committee on Financial Services (House) (H.R. 3817) (H. Rept. 111-687), H8597 [16DE]

Private Fund Investment Advisers Registration Act: Committee on Financial Services (House) (H.R. 3818) (H. Rept. 111-686), H8597 [16DE]

Repeal Section of Wall Street Reform and Consumer Protection Act Relative to Protecting Confidentiality of Materials Submitted to the SEC: Committee on the Judiciary (Senate) (S. 3717), S7174 [16SE]

Restoring American Financial Stability Act: Committee on Banking, Housing, and Urban Affairs (Senate) (S. 3217), S2377 [15AP]

———Committee on Banking, Housing, and Urban Affairs (Senate) (S. 3217) (S. Rept. 111-176), S3006 [30AP]

Small Business and Infrastructure Jobs Tax Act: Committee on Ways and Means (House) (H.R. 4849) (H. Rept. 111-447), H1743 [19MR]

Small Business Job Creation and Access to Capital Act: Committee on Small Business and Entrepreneurship (Senate) (S. 2869) (S. Rept. 111-342), S7786 [29SE]

Treaty With Rwanda Concerning Encouragement and Reciprocal Protection of Investment: Committee on Foreign Relations (Senate) (Exec. Rept. 111-8), S11037 [22DE]

Resolutions of ratification

Treaty With Rwanda Concerning Encouragement and Reciprocal Protection of Investment, S11037 [22DE]

Statements

Derivatives Regulation Legislation: FRS, S3069 [4MY]

Housing and Community Development Policy: Senator Bond, S8673-S8675 [9DE]

Regulate Over-the-Counter Derivatives Markets and Improve Market Transparency: Senator Lincoln, S5920-S5925 [15JY]

Summaries

Accomplishments of the 111th Congress, E2250 [22DE]

Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act (S. 3295), S3030 [3MY]

Economic Revitalization and Innovation Act (H.R. 5897): Committee on Transportation and Infrastructure (House), E1451 [28JY]

Tables

Pay-as-you-go effects of H.R. 4178, Deposit Restricted Qualified Tuition Programs Act, H2693 [20AP]

Pay-as-you-go effects of H.R. 4337, Regulated Investment Company Modernization Act, H7149, H7206 [28SE]

Pay-as-you-go effects of H.R. 5901, Real Estate Jobs and Investment Act, H6453 [29JY]

Preliminary CBO estimate of changes and direct spending to H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act, H6304 [29JY]

Texts of

H. Res. 1082, support goals and ideals of America Saves Week, H1069 [3MR]

H. Res. 1205, consideration of H.R. 4849, Small Business and Infrastructure Jobs Tax Act, H2219 [23MR]

H. Res. 1257, support goals and ideals of Financial Literacy Month, H2656 [20AP]

H. Res. 1434, support goals and ideals of National Homeownership Month, H4685 [23JN]

H. Res. 1468, consideration of H.R. 5175, Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act, H4784 [24JN]

H. Res. 1481, support goals and ideals of National Save for Retirement Week, H6189 [28JY]

H. Res. 1568, consideration of H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act, H6297 [29JY]

H. Res. 1595, real estate investment trusts legislation establishment anniversary, H6696 [15SE]

H. Res. 1745, consideration of Senate amendment to H.R. 4853, Middle Class Tax Relief Act, H7859 [2DE]

H. Res. 1766, consideration of Senate amendment to H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act, H8524, H8545 [16DE]

H.R. 4337, Regulated Investment Company Modernization Act, H7064-H7069 [28SE]

H.R. 4508, Small Business Act and Small Business Investment Act programs extension, H400 [27JA]

H.R. 4849, Small Business and Infrastructure Jobs Tax Act, H2281-H2285 [24MR]

H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act, H8585-H8593 [16DE]

H.R. 5175, Democracy Is Strengthened by Casting Light on Spending in Elections (DISCLOSE) Act, H4806-H4816 [24JN]

H.R. 5609, prohibit political campaign contributions by lobbyists representing countries defined as state sponsors of terrorism or any other foreign national, H5336 [1JY]

H.R. 5849, Small Business Investment Act reauthorization, H6097 [27JY]

H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act, H6355-H6359 [29JY]

H.R. 5901, Real Estate Jobs and Investment Act, H6429 [29JY]

H.R. 6166, American Eagle Palladium Bullion Coin Act, H7313 [29SE]

S. 3141, Low Income Housing Tax Credit Recovery Act, S1752 [18MR]

S. 3161, Mortgage Modification Reform Act, S2025 [24MR]

S. 3188, American Renewable Biomass Heating Act, S2129 [25MR]

S. 3253, Small Business Act and Small Business Investment Act programs extension, S2573 [22AP], H2895 [27AP]

S. 3258, Modernizing and Strengthening Investor Protection Act, S2644-S2649 [26AP]

S. 3276, allow fishermen who hold capital construction fund accounts to make a penalty-free withdrawal from such accounts without requiring reinvestment in the fishing industry, S2763 [28AP]

S. 3331, Native American Economic Advisory Council Act, S3408 [7MY]

S. 3336, Private Activity Renewable Energy Bonds Act, S3539-S3541 [11MY]

S. 3440, Emergency Biodiesel Tax Incentive Extension Act, S4540 [27MY]

S. 3458, Section 8(a) Improvements Act, S4624 [7JN]

S. 3712, Economic Growth and Jobs Protection Act, S6888 [5AU]

S. 3717, repeal section of Wall Street Reform and Consumer Protection Act relative to protecting confidentiality of materials submitted to the SEC, S7299 [21SE], H6952 [23SE]

S. 3717, repeal Wall Street Reform and Consumer Protection Act section relative to protecting confidentiality of materials submitted to the SEC, S6889 [5AU]

S. 3773, Tax Hike Prevention Act, S7042-S7044 [13SE]

S. 3788, Geothermal Energy Investment Act, S7136 [15SE]

S. 3839, Small Business Act and Small Business Investment Act programs extension, S7452 [24SE], H7090 [28SE]

S. Res. 445, Committee on Homeland Security and Governmental Affairs (Senate) Permanent Subcommittee on Investigations release of records on foreign use of U.S. entities to bring suspect funds into the U.S., S1186, S1209 [4MR]

S. Res. 485, Financial Literacy Month, S2389, S2393 [15AP]

S. Res. 545, Committee on Homeland Security and Governmental Affairs (Senate) Permanent Subcommittee on Investigations release of records on the financial crisis, S4556, S4560 [27MY]

S. Res. 615, Committee on Homeland Security and Governmental Affairs (Senate) release of Permanent Subcommittee on Investigations records on private banking and money laundering, S6908, S6982 [5AU]

S. Res. 649, support goals and ideals of National Save for Retirement Week, S7516, S7563 [27SE]

Transcripts

Commercial Real Estate Markets Hearing: Representative Calvert With Sec. of the Treasury Geithner, H3181 [5MY]