JPMORGAN CHASE & CO. for JPMORGAN CHASE & CO

Taxation/Internal Revenue Code TAX

H.R. 2546; S. 1257 - Discussed the issue of corporate tax reform; discussed proposals to extend the active finance exception to Subpart F; discussed Financial Transaction Tax proposals; discussed proposals to reform the taxation of financial products.

Contacted: SENATE; Federal Reserve System; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); Defense, Dept of (DOD); Office of the Comptroller of the Currency (OCC); Securities & Exchange Commission (SEC)

Bills named: S. 1257 (113th), H.R. 2546 (113th)

Immigration IMM

S. 744 - Discussed issues related to the ongoing negotiations on immigration reform.

Contacted: Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); Federal Reserve System; SENATE; Defense, Dept of (DOD); Office of the Comptroller of the Currency (OCC); Labor, Dept of (DOL)

Bills named: S. 744 (113th)

Homeland Security HOM

S. 884, S. 21, H.R. 1468, H.R. 624 - Discussed proposals related to cyber security and data protection.

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of; Federal Reserve System; Labor, Dept of (DOL); Federal Deposit Insurance Corporation (FDIC); Commodity Futures Trading Commission (CFTC); Defense, Dept of (DOD); Office of the Comptroller of the Currency (OCC)

Bills named: S. 21 (113th), H.R. 624 (113th), S. 884 (113th), H.R. 1468 (113th)

Trade (domestic/foreign) TRD

Discussed issues related to the proposed trade talks between the United States and European Union.

Contacted: Treasury, Dept of; SENATE; Federal Reserve System; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Defense, Dept of (DOD); Federal Deposit Insurance Corporation (FDIC); Labor, Dept of (DOL); Office of the Comptroller of the Currency (OCC); Commodity Futures Trading Commission (CFTC)

Small Business SMB

Discussed Small Business lending issues.

Contacted: Securities & Exchange Commission (SEC); Commodity Futures Trading Commission (CFTC); SENATE; Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC); Treasury, Dept of; Federal Reserve System

Banking BAN

S. 1217; S. 249; S.563; H.R. 240; S. 10; H.R. 858 - Discussed home mortgage loan modifications, foreclosures, servicing, and refinancing; discussed the implications of GSE reform and other proposed changes to the housing finance market; discussed flood insurance reform; discussed issues affecting the USDA's rural housing programs.

Contacted: Defense, Dept of (DOD); Commodity Futures Trading Commission (CFTC); Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); SENATE; Federal Reserve System; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Office of the Comptroller of the Currency (OCC)

Bills named: S. 249 (113th), S. 563 (113th), H.R. 858 (113th), S. 10 (113th), S. 1217 (113th), H.R. 240 (113th)

Financial Institutions/Investments/Securities FIN

S. 474; H.R. 634, H.R. 677, H.R. 992, H.R. 1062, H.R. 1003, H.R. 1256, H.R. 1341 - Discussed implementation of and potential modification of the Dodd-Frank Act; implementation of the Basel capital accord; commodities markets; SEC reform; proposals related to the regulation of the mutual fund industry and money market funds; rulemakings on the fiduciary standard for broker-dealers and investment advisers; asset-liability management issues; and the potential impact of new capital requirements.

Contacted: Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Treasury, Dept of; Securities & Exchange Commission (SEC); Federal Deposit Insurance Corporation (FDIC); Federal Reserve System; Defense, Dept of (DOD); SENATE; Commodity Futures Trading Commission (CFTC)

Bills named: H.R. 992 (113th), H.R. 677 (113th), S. 474 (113th), H.R. 634 (113th), H.R. 1341 (113th), H.R. 1003 (113th), H.R. 1062 (113th), H.R. 1256 (113th)

Retirement RET

Discussed the impact of proposed changes to the provision of investment advice, fee disclosure, target date funds and plan fiduciaries' responsibilities with respect to brokerage windows in 401(k)s.

Contacted: Securities & Exchange Commission (SEC); Federal Reserve System; Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Office of the Comptroller of the Currency (OCC); SENATE; Defense, Dept of (DOD); Federal Deposit Insurance Corporation (FDIC); Labor, Dept of (DOL); Treasury, Dept of

Veterans VET

H.R. 1842; H.R. 1960; H.R. 821 - Discussed Veterans hiring and the Servicemembers Civil Relief Act.

Contacted: Federal Reserve System; Treasury, Dept of; Federal Deposit Insurance Corporation (FDIC); Securities & Exchange Commission (SEC); SENATE; Office of the Comptroller of the Currency (OCC); HOUSE OF REPRESENTATIVES; Defense, Dept of (DOD); Commodity Futures Trading Commission (CFTC); Labor, Dept of (DOL)

Bills named: H.R. 1960 (113th), H.R. 1842 (113th), H.R. 821 (113th)

Consumer Issues/Safety/Products CSP

S.172; H.R. 990; H.R. 1261; S. 1229 - Discussed issues related to interchange fees and settlement; discussed ATM placard provisions; discussed consumer protection issues related to financial services and products generally.

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Federal Reserve System; Federal Deposit Insurance Corporation (FDIC); SENATE; Commodity Futures Trading Commission (CFTC); Treasury, Dept of; Office of the Comptroller of the Currency (OCC); Defense, Dept of (DOD); Labor, Dept of (DOL)

Bills named: S. 172 (113th), H.R. 1261 (113th), H.R. 990 (113th), S. 1229 (113th)