Financial Services and Tax

Banking, Insurance, and Securities continue to expand into one another’s industries. The creation of new financial products is ever expanding. In turn, more and more ordinary Americans are acquiring the means to access these financial products as well as the capital markets. This creates the demand for oversight and the potential for regulation that goes well beyond basic transparency and disclosure. In the tax arena, targeted incentives for heath care, education, savings, energy and the environment, among others, continue to be pursued, all against the backdrop of the perennial prospect for overall tax reform simplification. The Livingston Group has highly talented people who are proven and well positioned to shepard your financial services and tax needs. We have a growing number of clients in this our newest practice area.

Director: John Duncan -- Served as President Bush’s Assistant Secretary of the Treasury for Legislative Affairs. Duncan worked closely with the House and Senate leaders to pass the 2001, 2002, and 2003 tax cuts. He contributed in particular on the following key issues: terrorism risk insurance, pension overhaul reform, renewal of the Fair Credit Reporting Act, the creation of the Department of Homeland Security.

TLG Team //

Jeff Ballabon -- Served as head of public policy for media conglomerate Primedia Inc, including Primedia’s Financial Services Group and Bankers Training & Consulting Company. Former Counsel to the Senate Commerce Committee and Legislative Counsel for Finance Committee member Senator John Danforth.

Jason Chung -- Joins The Livingston Group, LLC from U.S. Customs and Border Protection (CBP), an agency within the Department of Homeland Security (DHS). As a congressional liaison at CBP, his portfolio included the following responsibilities: border security initiatives, immigration reform policy, and cargo security programs. Jason served in the administration of Governor Robert L. Ehrlich of Maryland, Congressman Thomas M. Davis, III (R-VA), and erved on the subcommittee staff of Congressman Christopher Shays (R-CT), working on issues regarding combating terrorism and homeland defense.

William D. Crosby, Jr. -- Represents client interests across a range of issue areas including financial services, international business, homeland security, trade, appropriations, immigration, and tax.  Crosby served 27 years on the staff of the House Rules Committee including his years as Chief Counsel for Committee Chairman Congressman Jerry Solomon (R-NY).

Peter Iovino -- Spent 15 years as a federal government lobbyist for Ford Motor Company, representing the company before Congress and the Executive Branch on a variety of issues, including international trade, and financial services. While at Ford, he served as Chairman of the Corporate Media Committee in the China Permanent Normal Trade Relations legislative campaign, Co-Chairman of the Australia-American Free Trade Coalition, Chairman of the Washington Advisory Council of the National Association of Manufacturers Tax Committee and member of the Commerce Department Advisory Committee on Transportation.

Bernie Robinson -- Bernie Robinson joined The Livingston Group, LLC (TLG) in May 2001.  Bernie represents Gerson Lehrman – a physician consultation/investment firm.  Prior to joining TLG, Bernie served as Assistant to Governor George Ryan (R-IL) where he wa responsible for the State of Illinois’ DC office

Representative Clients:

• Bank van de Nederlandse Antillen
• Investment Company Institute