Financial Services and Tax

The Livingston Group's financial services and tax practice area team is comprised of highly talented and experienced individuals who are proven and well positioned to provide political, strategic and lobbying value to our clients' financial services and tax needs.

We assist clients in planning their legislative strategies, in order to achieve their legislative and business objectives. Our team also works comprehensively with congressional and regulatory staff on a wide range of financial services issues and has been involved in influencing major legislation affecting financial institutions.

Our financial services and tax practice provides clients with in-depth analysis and advice regarding proposed federal legislation and its impact on the regulatory environment. We advise clients on pending legislative developments including proposed hearings and policy initiatives, as well as prepare clients for testimony before Congress.

Lead Partner

Bernie Robinson - served in Governor George Ryan’s cabinet, where he was responsible for the State of Illinois’ Washington, DC office.  He also served as Chief of Staff to Congressman Jim McGovern (D-MA)  Mr. Robinson has an extensive background in corporate America with a long tenure as an executive for Philip Morris USA.  As an advocate, he has represented financial services firms such as Gerson Lehrman before the federal government.

Director

Honorable John Duncan - served as President George W. Bush’s Assistant Secretary of the Treasury for Legislative Affairs.  Mr. Duncan worked closely with House and Senate leaders to pass the 2001, 2002, and 2003 tax cuts.  He contributed in particular on key issues such as: terrorism risk insurance; pension overhaul reform; renewal of the Fair Credit Reporting Act; and the creation of the Department of Homeland Security.
(info@livingstongroupdc.com)

Team

Honorable Wayne Allard - is a former two-term Republican U.S. Senator and three-term Member of Congress from Colorado.  Mr. Allard served on the Senate Banking and Urban Development Committee, and the Appropriations Committee.  He worked for passage of the Government Performance and Results Act (GRPA).  He served on the Budget Committee in both the Senate and House.  Mr. Allard also served in the Colorado State Senate on the Appropriations, and Finance and Business committees.

Honorable Ray McGrath - is a former six-term Republican Member of Congress from New York.  Mr. McGrath served on the House Ways and Means Committee and was a chief architect of the 1986 tax reform bill.

William D. Crosby, Jr. - served 27 years on the staff of the House Rules Committee including his years as Chief Counsel for Committee Chairman Jerry Solomon (R-NY).

Michael Lewan - has decades of Capitol Hill experience as a senior congressional staff member and government relations advocate. Mr. Lewan served as Chief of Staff to Senator Joseph Lieberman (D-CT), and before that was Chief of Staff to Representative Stephen Solarz (D-NY). He has substantial expertise in the legislative process and policy implementation and maintains close relationships in the U.S. House and Senate.

John Magill - is a former Executive Vice President of Government Relations for the Credit Union National Association, where he had been the chief lobbyist and legislative advocate for the largest credit union trade association. A long time veteran of Capitol Hill, John Magill is a former Chief of Staff to two Members of Congress: Wally Herger (R-CA) and G. William Whitehurst (R-VA). He also served as staff to Congressman J. Kenneth Robinson (R-VA). His activities with the Livingston Group include counsel to clients in the areas of financial services, taxes and trade.

Franklin G. Polk - served as a congressional staff person in both the House and Senate for a total of over 30 years and served as staff director and chief counsel to three different committees with the last being the Senate Finance Committee under Chairman Bill Roth. He managed the tax staff in working on various reconciliation bills dealing with the full panoply of tax issues in committee, the floor, and in conference. Since his departure from the Committee in 2001 he has lobbied for several major companies on a range of tax issues, including repatriation, energy taxes, excise taxes, extenders, tax-exempt organizations, capital gains and dividends.

George P. Sigalos - handled government affairs for a top five U.S. defense contractor and represented over 500 small, medium, and large defense and other federal contractors at a prominent national trade association. Mr. Sigalos has extensive experience working with the congressional oversight committees related to defense and procurement in both the House and Senate.

Representative Clients:

  • Investment Company Institute