Financial Services & Tax

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BGR’s Financial Services and Tax Practice works at the intersection of Wall Street and our nation’s capital. Our seasoned team of dedicated professionals are committed to advocating for our financial services and tax clients’ interests and ensuring their voice is heard across the Legislative Branch, the administration, and the independent regulatory agencies.  

BGR Group is the premier destination for comprehensive financial regulatory coverage and those seeking to contribute to and shape public policy in their industries. BGR works tirelessly on behalf of large and regional banks, asset managers, private funds, pension plans, digital asset providers, insurance companies and brokerages, service providers, and accounting firms to deliver their policy priorities and build good working relationships with lawmakers. With active financial regulatory agencies and several forward-looking tax priorities weighing in the balance over the upcoming reauthorization of the Tax Cuts and Jobs Act (TCJA), BGR takes pride in working to ensure our clients have a seat at the table. 

As a bipartisan practice focused on our clients’ financial services and tax issues, our team knows that legislation and regulation can dramatically and suddenly alter the competitive landscape of the marketplace. Our lobbyists’ expertise in insurance, securities, derivatives, banking, digital assets, housing, finance, and consumer credit, all are gained from extensive prior work on Capitol Hill, within regulatory agencies, and across the Executive Branch. The team possesses a wealth of experience working with the Senate Banking, Housing, and Urban Affairs Committee, the Senate Finance Committee, the House Financial Services Committee, and the House Ways & Means Committee. The team also maintains key relationships within the Treasury Department, regulatory agencies, and the housing agencies.  

BGR’s Financial Services and Tax team assists clients by engaging with the relevant congressional committees and key stakeholders to cultivate champions and build congressional support. Our fiscal policy experts continually engage with the Financial Services and Banking committees on a host of issues ranging from capital markets, oversight, banking, and digital asset legislation. 

As U.S. markets have grown more connected with the global financial market, so has BGR’s Financial Services and Tax Practice. From constantly evolving trade dynamics and new international tax structures, our lobbyists work closely with defense and international regulators, agencies, and governments to make sure our clients stay one step ahead of their competition.  

Offerings / Capabilities

Congressional Outreach and Advocacy
Testifying before Congress
Regulatory Expertise and Engagement

Congressional Outreach and Advocacy

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BGR assists clients by engaging with the relevant congressional committees and key stakeholders to cultivate champions and build congressional support. BGR helps clients build and strengthen relationships with members of Congress, their staff, and key committees to help achieve their legislative priorities. Our financial services experts continually engage with the Financial Services and Banking committees on a host of issues ranging from capital markets, oversight, banking, and digital asset legislation. In tax specifically, with TCJA and OECD implementation on the horizon, our team helps ensure appropriate and tailored engagement with the Finance and Ways & Means Committee.

Testifying before Congress

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When clients face the daunting prospect of being requested to testify before congressional committees, BGR is an ally acting as a guide throughout the process. BGR offers its wealth of expertise through its former high-level congressional staff to give thorough preparation, forming consistent responses, and developing high levels of clarity and confidence in clients.

Regulatory Expertise and Engagement

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The world of financial services and tax is complex and ever-changing. BGR’s Team has direct experience working at financial regulatory agencies as well as working closely with these agencies on behalf of our clients. BGR has direct experience engaging with prudential regulators like the Federal Reserve of Federal Deposit Insurance Corporation, market regulators like the Securities & Exchange Commission or Commodity Futures Trading Commission, and the relevant Housing rulemaking bodies like Housing & Urban Development or government-sponsored enterprises like Fannie and Freddie.BGR seeks to keep clients as informed as possible about developments in the agencies while also giving strategic counsel on how best to engage with them.

Learn More About the Financial Services and Tax Team

Team members