Decoding D.C.

AALU’s weekly Government Affairs product covering essential policy and politics for the advisor.


Ambassadors in Action – 11.8.19

Toward the end of the month, a group of our Ohio members (George Blaha, Terry Horan, Gregg LaSpisa, Larry Rybka, and Jason O’Dell) coordinated a lunch for Sen. Rob Portman (R-OH) who sits on the Senate Finance Committee – a powerful committee that has jurisdiction over many of the profession’s issues. The next day, Brad…

Meet the Two Newest Members of Congress

The February passing of longtime NC-03 Rep. Walter Jones (R-NC) left a vacancy in his safely red district. This set up a crowded and competitive primary contest for the Republican nomination. The Republican frontrunners, Greg Murphy and Joan Perry, were locked in a seemingly close race headed into the April 30th primary, but with the…

Ambassadors in Action: Maryland, Indiana, & North Carolina

Ambassador David Wexler (M Financial) hosted House Majority Leader Steny Hoyer (D-MD) here in Washington, D.C. The Leader shared his thoughts on the SECURE Act, as well as how the conversation around Democrat revisions to the TCJA would play out going forward. In Charlotte, Ambassadors Charles Stegall (Guardian), Dan Barry (NFP), and Ken Samuelson (NFP)…

PACTOBER 2019 Contributions

Rick Abell Mark Gelbman Brian Olenick James Adkins Kevin Gianfortune David Orsolino Tricia Arnone Morey Goldberg Jeffrey Ostrum Timothy Ash Diana Greenberg-Hudson Brian Pangburn Jason Bach John Griffin Charles Parks Odon Bacque Angelo Haddad Richard Patterson Christy Barilotti Mark Hale Scott Peelen Ryan Barradas Matt Halvorson Nathan Perlmutter Corey Basehore Evan Harnik Walker Person…

Committees of Jurisdiction – Senate Finance

Originally founded in 1815 as the Select Committee on Finance and Uniform National Currency, the Senate Finance Committee is one of the oldest and most powerful committees in the Senate. The Senate Finance Committee holds jurisdiction over taxation, tariffs, mandatory spending, international trade, social security, national debt, and healthcare finance – including Medicare, Medicaid, and…

Ambassadors in Action

Last week, AALU Board Member Berkely Arrants and Harris Fishman sat down for lunch with Senator Pat Toomey (R-PA) in Philadelphia. The senator, who sits on the Senate Finance, Budget, and Banking Committees offered his views on the tax agenda for the remainder of the year, particularly in regards to the SECURE Act and how…

AALU Outlook: Wealth Tax Plans – The Details

Wealth Tax Proposals – The Basics There has been a lot of policy talk and political rhetoric about changing the way America taxes investments, gains, and wealth since the midterm elections. Some of these ideas have surfaced more as statements of intent than concrete details. Others take the form of white paper proposals, while others…

A Teacher, Accountant, NFL Player, and Almond Farmer walk into Congress… | Wealth Tax Review

September 6, 2019 AALU Outlook: Wealth Tax Proposals Strong populist streaks continue to course through the American electorate. Democratic politicians have focused increasingly on wealth inequality. Populist Republicans have generally focused more on technology and media corporations. However, numerous polls suggest populist attitudes are growing across voter demographics. A Fox News poll from earlier this…

Committees of Jurisdiction: House Ways and Means Committee

Established July 24, 1789, and formally listed as a standing committee in 1802, the House Ways and Means committee is the oldest standing committee in the U.S. House of Representatives, and one of the most powerful. The House tax-writing committee derives its power from Article I, Section VII of the U.S. Constitution, which states, “All…