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To amend the Internal Revenue Code of 1986 to improve 529 plans.
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
79pct
80d open
vs 6,526 other HR bills in the 114th — cohort avg 56d
(This measure has not been amended since it was reported to the House on February 20, 2015. The summary of that version is repeated here.) This bill makes changes to the rules for qualified tuition programs (known as 529 plans). (Sec. 2) The Internal Revenue Code is amended to allow payments from 529 plans for the purchase of computer or peripheral equipment, computer software, or Internet access and related services to be used primarily by a 529 plan beneficiary while enrolled in an eligible educational institution. (Sec. 3) The requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayer's income is eliminated. (Sec. 4) Students who receive a refund from an eligible educational institution can recontribute such refund to a 529 plan without tax consequences if the recontribution is made not later than 60 days after the date of such refund and does not exceed the refunded amount.
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Filing registrants (14)
Read twice and referred to the Committee on Finance.
Received in the Senate.
Motion to reconsider laid on the table Agreed to without objection.
On passage Passed by recorded vote: 401 - 20 (Roll no. 90). (text: CR H1135-1136)
HousePassed/agreed to in House: On passage Passed by recorded vote: 401 - 20 (Roll no. 90).(text: CR H1135-1136)
HouseOn motion to recommit with instructions Failed by the Yeas and Nays: 176 - 243 (Roll no. 89).
HouseThe previous question on the motion to recommit with instructions was ordered without objection. (consideration: CR H1140)
DEBATE - The House proceeded with 10 minutes of debate on the Ted Lieu motion to recommit with instructions pending a reservation of a point of order. The instructions contained in the motion seek to require the bill to be reported back to the House with an amendment adding new sections on parents' right to know cost of brokerage fees and impact on long-term savings and rates of return and low fees. Subsequently, the reservation was removed.
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2016 · fourth_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R. 26 - Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S. 754 - Cybersecurity Information Sharing Act of 2015 S. 456 - Cyber Threat Sharing Act of 2015 H.R. 234- Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R. 141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 H.R. 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514 - Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 Defense Departments FY 2016 budget (surety provisions) H.R. 2353- Highway and Transportation Funding Act of 2015 H.R. 3794- the Nonprofit Property Protection Act H.R. 4107- Flood Insurance Transparency and Accountability Act of 2015 S. 2324- Flood Insurance Transparency and Accountability Act of 2015 H.R. 2205- The Data Security Act H.R. 2029- Consolidated Appropriations Act S. 524- Comprehensive Addiction and Recovery Act (CARA) S. 2658 Federal Aviation Administration (FAA) Reauthorization Act of 2016 H.R. 4441, the Aviation Innovation, Reform, and Reauthorization (AIRR) Act H.R. 2901: Flood Insurance Market Parity and Modernization Act S. 1679: Flood Insurance Market Parity and Modernization Act S. 2607: DIGIT Act S. 2040: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 3815: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 5177 The National Mitigation Investment Act of 2016 H.R. 5143 The Transparent Insurance Standards Act H.R. 2028 Continuing Resolution (CR) International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act Bipartisan Budget Act of 2015 White House Budget 2016 White House Cybersecurity National Action Plan Cybersecurity Risk Insurance IAIS 2016 G-SII Data Collection Autonomous Vehicle Guidelines
Client expense: $330,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), Treasury, Dept of
2016 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 1270 - Restoring Access to Medication and Improving Health Savings Act of 2016; provisions relating to HSAs and FSAs H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4094 - Universal Savings Account Act; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill H.R. 5261 - Protecting the U.S. Corporate Tax Base Act of 2016; entire bill H.R. 5973 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 6126 - Corporate Transparency and Accountability Act; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill S. 3338 - Small Business Employee Retirement Savings Act; entire bill S. 3471 - Retirement Enhancement and Savings Act (RESA); entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders Not Yet Introduced: Modernization of Derivatives Tax Act of 2016 - Senator Ron Wyden Tax Discussion Draft Not Yet Introduced: Senator Orrin Hatchs corporate integration plan Proposed Treasury regulations under Section 385 relating to debt/equity regs effect on ordinary course of business transactions GOP Blueprint for Tax Reform: provisions relating to individual tax rates, corporate tax rates, charitable contribution deductions, retirement savings incentives, municipal bond interest exemption Not Yet Introduced: Retirement Improvements and Savings Enhancements (RISE) Act Chairmans Mark: Retirement and Enhancement Savings Act of 2016; provisions relating to open MEPs, annuity selection safe harbor, LIDA and lifetime income portability, and Stretch IRAs
2016 · fourth_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. 2859 by FRANKEN (D-MN) College Access Act S. 3040 by BLUNT (R-MO) Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 S. 3368 by COONS (D-DE) ASPIRE Act S. 3542 by GRAHAM (R-SC) legislation to protect certain individuals who came to the U. S. as children S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3178 by FOXX (R-NC) Strengthening Transparency in Higher Education Act H.R. 3179 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 5926 by COLE (R-OK) Departments of Labor-HHS, Education and Related Agencies Appropriations FY 2017 H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016 H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
2016 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 5193, 529 and ABLE Account Improvement Act; H.R. 5191, HELP for Students and Parents Act; S. 2869, The Boost Saving for College Act; H.R. 5186, Help All Americans Save for College Act; H.R. 4795/S. 2702, ABLE to Work Act; H.R. 4813/S. 2704, ABLE Age Adjustment Act; H.R. 4794/S. 2703, ABLE Financial Planning Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · fourth_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Financial Abuse, Senior Safe Act of 2016; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Regulatory Relief Act
Client expense: $180,000 · Firm income: Not reported
Mr. Lieu, Ted moved to recommit with instructions to the Committee on Ways and Means. (consideration: CR H1139-1141; text: CR H1139-1140)
DEBATE - The House proceeded with one hour of debate on H.R. 529.
Rule provides for consideration of H.R. 529 and H.R. 5. Provides for one hour of debate, waives all points of order against consideration of the bills. Section 1 of the resolution provides that the amendment in the nature of a substitute printed in the bill shall be considered as adopted and the bill, as amended shall be considered read. The resolution provides one motion to recommit with or without instructions. Section 2 provides that no further consideration of H.R. 5 shall be in order except pursuant to a subsequent order of the House. Section 3 waives the requirement of clause 6(a) of rule XIII for a two-thirds vote to consider a report from the Committee on Rules on the same day it is presented to the House with respect to any resolution reported through the legislative day of March 2, 2015, relating to a measure making continuing appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2015. Section 4 provides that it shall be in order at any time through the calendar day of March 1, 2015, for the Speaker to entertain motions that the House suspend the rules as though under clause 1 of rule XV, relating to a measure making or continuing appropriations for the Department of Homeland Security for the fiscal year ending September 30, 2015.
Considered under the provisions of rule H. Res. 121. (consideration: CR H1135-1142)
Rules Committee Resolution H. Res. 121 Reported to House. Rule provides for consideration of H.R. 529 and H.R. 5. Provides for one hour of debate, waives all points of order against consideration of the bills. Section 1 of the resolution provides that the amendment in the nature of a substitute printed in the bill shall be considered as adopted and the bill, as amended shall be considered read. The resolution provides one motion to recommit with or without instructions. Section 2 provides that no further consideration of H.R. 5 shall be in order except pursuant to a subsequent order of the House. Section 3 waives the requirement of clause 6(a) of rule XIII for a two-thirds vote to consider a report from the Committee on Rules on the same day it is presented to the House with respect to any resolution reported through the legislative day of March 2, 2015, relating to a measure making continuing appropriations for the Department of Homeland Security for the fiscal year
Placed on the Union Calendar, Calendar No. 17.
Reported (Amended) by the Committee on Ways and Means. H. Rept. 114-25.
Congress.gov source codes: 5000, H12200
Ordered to be Reported (Amended) by Voice Vote.
Committee Consideration and Mark-up Session Held.
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
| Referred to |
| January 26, 2015 |
| February 20, 2015 |
| Introduced in House | January 26, 2015 |
| Republican |
| VA |
| Bradley Byrne | Republican | AL |
| Bruce Poliquin | Republican | ME |
| Bruce Westerman | Republican | AR |
| Christopher P. Gibson | Republican | NY |
| Dan Benishek | Republican | MI |
| Devin Nunes | Republican | CA |
| Erik Paulsen | Republican | MN |
| Gerald E. Connolly | Democratic | VA |
| Glenn Grothman | Republican | WI |
| Gwen Graham | Democratic | FL |
| J. French Hill | Republican | AR |
| J. Randy Forbes | Republican | VA |
| James A. Himes | Democratic | CT |
| Jason Smith | Republican | MO |
| John Kline | Republican | MN |
| Joseph J. Heck | Republican | NV |
| Kenny Marchant | Republican | TX |
| Mark E. Amodei | Republican | NV |
| Marlin A. Stutzman | Republican | IN |
| Michael G. Fitzpatrick | Republican | PA |
| Mike Kelly | Republican | PA |
| Mike Thompson | Democratic | CA |
| Patrick Meehan | Republican | PA |
| Paul Cook | Republican | CA |
| Pete Sessions | Republican | TX |
| Peter J. Roskam | Republican | IL |
| Robert E. Latta | Republican | OH |
| Rod Blum | Republican | IA |
| Ron Kind | Democratic | WI |
| Sam Johnson | Republican | TX |
| Scott H. Peters | Democratic | CA |
| Stephen Lee Fincher | Republican | TN |
| Ted Poe | Republican | TX |
| Todd Young | Republican | IN |
Client expense: $770,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $60,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), White House Office
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2016 · third_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. 2859 by FRANKEN (D-MN) College Access Act S. 3040 by BLUNT (R-MO) Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3178 by FOXX (R-NC) Strengthening Transparency in Higher Education Act H.R. 3179 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H.R. 5926 by COLE (R-OK) Departments of Labor-HHS, Education and Related Agencies Appropriations FY 2017 H.R. 6094 by WALBERG (R-MI) Regulatory Relief for Small Businesses, Schools, and Nonprofits Act of 2016 H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
Client expense: $50,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), White House Office
2016 · third_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 1270 - Restoring Access to Medication and Improving Health Savings Act of 2016; provisions relating to HSAs and FSAs H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4094 - Universal Savings Account Act; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill H.R. 5261 - Protecting the U.S. Corporate Tax Base Act of 2016; entire bill H.R. 5973 - To amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes; entire bill H.R. 6126 - Corporate Transparency and Accountability Act; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill S. 3338 - Small Business Employee Retirement Savings Act; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders Not Yet Introduced: Modernization of Derivatives Tax Act of 2016 - Senator Ron Wyden Tax Discussion Draft Not Yet Introduced: Senator Orrin Hatchs corporate integration plan Proposed Treasury regulations under Section 385 relating to debt/equity regs effect on ordinary course of business transactions GOP Blueprint for Tax Reform: provisions relating to individual tax rates, corporate tax rates, charitable contribution deductions, retirement savings incentives, estate taxes, AMT Not Yet Introduced: Retirement Improvements and Savings Enhancements (RISE) Act Chairmans Mark: Retirement and Enhancement Savings Act of 2016; provisions relating to open MEPs, annuity selection safe harbor, LIDA and lifetime income portability, and Stretch IRAs
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · third_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R.26 - Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S.754 - Cybersecurity Information Sharing Act of 2015 S.456 - Cyber Threat Sharing Act of 2015 H.R.234 - Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R.141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 H.R. 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514 - Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 Defense Departments FY 2016 budget (surety provisions) H.R. 2353- Highway and Transportation Funding Act of 2015 H.R. 3794- the Nonprofit Property Protection Act H.R. 4107- Flood Insurance Transparency and Accountability Act of 2015 S 2324- Flood Insurance Transparency and Accountability Act of 2015 H.R. 2205- The Data Security Act H.R. 2029- Consolidated Appropriations Act S. 524- Comprehensive Addiction and Recovery Act (CARA) S. 2658 Federal Aviation Administration (FAA) Reauthorization Act of 2016 H.R. 4441, the Aviation Innovation, Reform, and Reauthorization (AIRR) Act H.R. 2901: Flood Insurance Market Parity and Modernization Act S. 1679: Flood Insurance Market Parity and Modernization Act S. 2607: DIGIT Act S. 2040: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 3815: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 5177 The National Mitigation Investment Act of 2016 H.R. 5143 The Transparent Insurance Standards Act International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act Bipartisan Budget Act of 2015 White House Budget 2016 White House Cybersecurity National Action Plan Cybersecurity Risk Insurance IAIS 2016 G-SII Data Collection Autonomous Vehicle Guidelines
Client expense: $480,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), Treasury, Dept of
2016 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 5193, 529 and ABLE Account Improvement Act; H.R. 5191, HELP for Students and Parents Act; S. 2869, The Boost Saving for College Act; H.R. 5186, Help All Americans Save for College Act; H.R. 4795/S. 2702, ABLE to Work Act; H.R. 4813/S. 2704, ABLE Age Adjustment Act; H.R. 4794/S. 2703, ABLE Financial Planning Act.
Client expense: Not reported · Firm income: $20,000
Government targets: SENATE
2016 · third_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act; Regulatory Relief Act
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2016 · second_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. 2859 by FRANKEN (D-MN) College Access Act S. 3040 by BLUNT (R-MO) Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3178 by FOXX (R-NC) Strengthening Transparency in Higher Education Act H.R. 3179 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
Client expense: $113,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), White House Office
2016 · second_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 1270 - Restoring Access to Medication and Improving Health Savings Act of 2016; provisions relating to HSAs and FSAs H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4094 - Universal Savings Account Act; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill H.R. 5261 - Protecting the U.S. Corporate Tax Base Act of 2016; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders Not Yet Introduced: Senator Ron Wyden Tax Draft Not Yet Introduced: Senator Orrin Hatch corporate integration plan Proposed Treasury regulations under Section 385 relating to debt/equity regs effect on ordinary course of business transactions GOP Blueprint for Tax Reform: provisions relating to individual tax rates, corporate tax rates, charitable contribution deductions, retirement savings incentives, estate taxes, AMT
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · second_quarter · Education
HR 3179 Empowering Students Through Enhanced Financial Counseling Act HR 3178 Strengthening Transparency in Higher Education Act HR 5528 Simplifying the Application for Student Aid Act HR 5229 Improving Transition Programs for All Veterans Act HR 5530 HBCU Capital Financing Improvement Act S 2677 In the Red Act of 2016 House Draft REDUCE Act (T. Reed, NY) S 590 Campus Accountability and Safety Act HR 1310 A bill to amend the Higher Education Act of 1965 and the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act to combat campus sexual violence, and for other purposes. HR 840 STEM Gateways Act S 335, HR 529 College Savings Plans - amend the IRS Code to Improve 529 Plans S 396, HR 747 Proprietary Education Oversight Coordination Improvement Act S 227 Strengthening Education through Research Act S 1322, HR 2092 Protecting Student Privacy Act of 2015 S 1195 Student Right to Know Before You Go Act of 2015 HR 2429 Student Loan Tax Debt Relief Act HR 3403 Safe Campus Act of 2015 S 1939 Student Protection and Success Act HR 3178 Strengthening Transparency in Higher Education Act HR 3179 Empowering Students Through Enhanced Financial Counseling Act
Client expense: $15,681 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · second_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R.26 - Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S.754 - Cybersecurity Information Sharing Act of 2015 S.456 - Cyber Threat Sharing Act of 2015 H.R.234 - Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R.141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 H.R. 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514 - Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 Defense Departments FY 2016 budget (surety provisions) H.R. 2353- Highway and Transportation Funding Act of 2015 H.R. 3794- the Nonprofit Property Protection Act H.R. 4107- Flood Insurance Transparency and Accountability Act of 2015 S 2324- Flood Insurance Transparency and Accountability Act of 2015 H.R. 2205- The Data Security Act H.R. 2029- Consolidated Appropriations Act S. 524- Comprehensive Addiction and Recovery Act (CARA) S. 2658 Federal Aviation Administration (FAA) Reauthorization Act of 2016 H.R. 4441, the Aviation Innovation, Reform, and Reauthorization (AIRR) Act H.R. 2901: Flood Insurance Market Parity and Modernization Act S. 1679: Flood Insurance Market Parity and Modernization Act S. 2607: DIGIT Act S. 2040: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 3815: Justice Against Sponsors of Terrorism Act (JASTA) H.R. 5177 The National Mitigation Investment Act of 2016 H.R. 5143 The Transparent Insurance Standards Act International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act Bipartisan Budget Act of 2015 White House Budget 2016 White House Cybersecurity National Action Plan Cybersecurity Risk Insurance IAIS 2016 G-SII Data Collection
Client expense: $340,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2016 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 5193, 529 and ABLE Account Improvement Act; H.R. 5191, HELP for Students and Parents Act; S. 2869, The Boost Saving for College Act; H.R. 5186, Help All Americans Save for College Act; H.R. 4795/S. 2702, ABLE to Work Act; H.R. 4813/S. 2704, ABLE Age Adjustment Act; H.R. 4794/S. 2703, ABLE Financial Planning Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · second_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status (Fair Playing Field Act of 2015); Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Financial Abuse; Pay to Play; Third Party Examinations; Commission Payouts; Dept. of Labor Overtime Rule; Senior Safe Act
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
2016 · first_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2029 - Consolidated Appropriations Act, 2016; provisions relating to distributions from individual retirement accounts for charitable purposes, individual retirement account limits H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill H.R. 4377 - American Business Competitiveness Act of 2015; entire bill H.R. 4469 - Health Savings Act of 2016; entire bill H.R. 4794 - ABLE Financial Planning Act; entire bill H.R. 4491 - MyRA Act; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill S. 2492 - Encouraging Americans to Save Act; entire bill S. 2499 - Health Savings Act of 2016; entire bill S. 2703 - ABLE Financial Planning Act; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders
Client expense: $540,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSKET (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
Client expense: $84,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), White House Office
2016 · first_quarter · Taxation/Internal Revenue Code
S 108 Financial Aid Simplification and Transparency Act S 85 Repay Act HR 26 Terrorism Risk Insurance Program Reauthorization Act HR 636 America's Small Business Tax Relief Act Our interest is in provisions regarding research and development and technology transfer activities HR 1260 A bill to amend the Internal Revenue Code of 1986 to extend and modify the American Opportunity Tax Credit HR 529 A bill to amend the Internal Revenue Code of 1986 to improve 529 plans. S 699 American Opportunity Tax Credit Permanence and Consolidation Act of 2015 HR 880 American Research and Competitiveness Act of 2015 (make permanent the R&D tax credit) H.R. 637, to make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes S. 1946 Tax Relief Extension Act of 2015. Our interest is in provisions regarding the deductibility of higher education expenses or charitable donations, tax credits for research and experimentation, and other provisions favorable to entrepreneurial technology firms. HR 5771, 2029 Tax Extenders Packages (incorporated into law PL 114-113) HR 3594 Federal Perkins Loan Program Extension Act of 2015 HR 4040 Bring a Clean Energy Future Act of 2015
Client expense: $36,139 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Education
S. 2677 In the Red Act of 2016 House Draft REDUCE Act (T. Reed, NY) S 590 Campus Accountability and Safety Act HR 1310 A bill to amend the Higher Education Act of 1965 and the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act to combat campus sexual violence, and for other purposes. S 98 STEM Jobs Act S 402 STEM Master Teacher Corps Act S 419 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 444 Supporting Afterschool STEM Act HR 467 STEM Opportunities Act HR 565 Stepping Up to STEM Education Act HR 566 Technology-Enabled Education Innovation Partnership Act HR 678 21st Century Classroom Innovation Act HR 748 GI Bill STEM Extension Act HR 794 STEM Master Teacher Corps Act HR 823 Educating Tomorrow's Engineers Act HR 831 Supporting Afterschool STEM Act HR 840 STEM Gateways Act HR 847 Investing in Innovation for Education Act HR 922 Science, Technology, Engineering, and Mathematics Professional Readiness Education Preparation (STEM PREP) Act HR 1020 STEM Education Act HR 1081 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 335, HR 529 College Savings Plans - amend the IRS Code to Improve 529 Plans S 396, HR 747 Proprietary Education Oversight Coordination Improvement Act S 227 Strengthening Education through Research Act S 1322, HR 2092 Protecting Student Privacy Act of 2015 S 1195 Student Right to Know Before You Go Act of 2015 HR 2429 Student Loan Tax Debt Relief Act HR 3403 Safe Campus Act of 2015 HR 5 - Student Success Act Our interest is in provisions related to college access and readiness, STEM education, and teacher preparation Campus Litigation Privacy Act (draft legislation by Sen. Wyden and Rep. Bonamici) S 2037 HR 3512 Pell Grant Restoration Act of 2015 S 1482 HR 2604 Need-Based Educational Aid Act of 2015 S 1939 Student Protection and Success Act S 1177 Every Child Achieves Act of 2015s HR 3177 Simplifying the Application for Student Aid Act HR 3178 Strengthening Transparency in Higher Education Act HR 3179 Empowering Students Through Enhanced Financial Counseling Act HR 3180 Flexible Pell Grant for 21st Century Students Act S 1177 Every Student Succeeds Act (signed into law)
Client expense: $36,139 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R.26- Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S.754- Cybersecurity Information Sharing Act of 2015 S.456- Cyber Threat Sharing Act of 2015 H.R.234- Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R.141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 H.R. 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 Defense Departments FY 2016 budget (surety provisions) H.R. 2353- Highway and Transportation Funding Act of 2015 H.R. 3794- the Nonprofit Property Protection Act H.R. 4107- Flood Insurance Transparency and Accountability Act of 2015 S 2324- Flood Insurance Transparency and Accountability Act of 2015 H.R. 2205- The Data Security Act H.R. 2029- Consolidated Appropriations Act S. 524- Comprehensive Addiction and Recovery Act (CARA) S. 2658- Federal Aviation Administration (FAA) Reauthorization Act of 2016 H.R. 4441- The Aviation Innovation, Reform, and Reauthorization (AIRR) Act International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act Bipartisan Budget Act of 2015 White House Budget 2016 White House Cybersecurity National Action Plan Cybersecurity Risk Insurance
Client expense: $360,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2016 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · first_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder; AbusePay to Play; Third Party Examinations; Commission Payouts
Client expense: $180,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
2015 · third_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Treasury, Dept of, White House Office
2015 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to tax extenders legislation, Protecting Americans From Tax Hikes of 2015
Client expense: $830,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2015 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to tax extenders legislation, Protecting Americans From Tax Hikes of 2015
Client expense: $830,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2015 · fourth_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. Res. 267 by BALDWIN (D-WI) Perkins Loan Extension Resolution S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 355 by KAINE (D-VA) Teach Safe Relationships Act of 2015 S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 699 by SCHUMER (D-NY) legislation to extend and modify the American Opportunity Tax Credit S. 706 by BOXER (D-CA) SOS Campus Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 923 by GRAHAM (R-SC) Healthy Relationships Act of 2015 S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1341 by VITTER (R-LA) Student Privacy Protection Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act Unnumbered by REED (D-RI) Educator Preparation Reform Act S. 1695 by BLUNT (R-MO) FY16 Labor-HHS Appropriations S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1060 by HIRONO (D-HI) Pell Grant Protection Act H.R. 1062 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act H.R. 1260 by DOGGETT (D-TX) American Opportunity Tax Credit Act of 2015 H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1314 by MEEHAN (R-PA) Bipartisan Budget Act of 2015 H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1490 by DAVIS (D-CA) SOS Campus Act H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2029 by DENT (R-PA) Consolidated Appropriations Act of FY 2016 (PL 114-113) H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 2680 by SPEIER (D-CA) HALT Campus Sexual Violence Act H.R. 3020 by COLE (R-OK) FY16 Appropriations for Labor-HHS-Education H.R. 3141 by MALONEY (D-NY) Teach Safe Relationships Act of 2015 H.R. 3403 by SALMON (R-AZ) Safe Campus Act of 2015 H.R. 3408 by SESSIONS (R-TX) Fair Campus Act of 2015 H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
Client expense: $75,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), Veterans Affairs, Dept of (VA), White House Office
2015 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2029 - Consolidated Appropriations Act, 2016; provisions relating to distributions from individual retirement accounts for charitable purposes, individual retirement account limits H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders
Client expense: $940,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2015 · fourth_quarter · Taxation/Internal Revenue Code
S 108 Financial Aid Simplification and Transparency Act S 85 Repay Act HR 26 Terrorism Risk Insurance Program Reauthorization Act HR 636 America's Small Business Tax Relief Act Our interest is in provisions regarding research and development and technology transfer activities. HR 1260 A bill to amend the Internal Revenue Code of 1986 to extend and modify the American Opportunity Tax Credit HR 529 A bill to amend the Internal Revenue Code of 1986 to improve 529 plans. S 699 American Opportunity Tax Credit Permanence and Consolidation Act of 2015 HR 880 American Research and Competitiveness Act of 2015 (make permanent the R&D tax credit) H.R. 637, to make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes S. 1946 Tax Relief Extension Act of 2015. Our interest is in provisions regarding the deductibility of higher education expenses or charitable donations, tax credits for research and experimentation, and other provisions favorable to entrepreneurial technology firms. HR 5771, 2029 Tax Extenders Packages (incorporated into law PL 114-113) HR 3594 Federal Perkins Loan Program Extension Act of 2015 HR 4040 Bring a Clean Energy Future Act of 2015
Client expense: $58,549 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Education
S 590 Campus Accountability and Safety Act HR 1310 A bill to amend the Higher Education Act of 1965 and the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act to combat campus sexual violence, and for other purposes. S 98 STEM Jobs Act S 402 STEM Master Teacher Corps Act S 419 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 444 Supporting Afterschool STEM Act HR 467 STEM Opportunities Act HR 565 Stepping Up to STEM Education Act HR 566 Technology-Enabled Education Innovation Partnership Act HR 678 21st Century Classroom Innovation Act HR 748 GI Bill STEM Extension Act HR 794 STEM Master Teacher Corps Act HR 823 Educating Tomorrow's Engineers Act HR 831 Supporting Afterschool STEM Act HR 840 STEM Gateways Act HR 847 Investing in Innovation for Education Act HR 922 Science, Technology, Engineering, and Mathematics Professional Readiness Education Preparation (STEM PREP) Act HR 1020 STEM Education Act HR 1081 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 335, HR 529 College Savings Plans - amend the IRS Code to Improve 529 Plans S 396, HR 747 Proprietary Education Oversight Coordination Improvement Act S 227 Strengthening Education through Research Act S 1322, HR 2092 Protecting Student Privacy Act of 2015 S 1195 Student Right to Know Before You Go Act of 2015 HR 2429 Student Loan Tax Debt Relief Act HR3403 Safe Campus Act of 2015 H.R.5 - Student Success Act Our interest is in provisions related to college access and readiness, STEM education, and teacher preparation Campus Litigation Privacy Act (draft legislation by Sen. Wyden and Rep. Bonamici) S 2037 HR 3512 Pell Grant Restoration Act of 2015 S 1482 HR 2604 Need-Based Educational Aid Act of 2015 S 1939 Student Protection and Success Act S 1177 Every Child Achieves Act of 2015 HR3177 Simplifying the Application for Student Aid Act HR3178 Strengthening Transparency in Higher Education Act HR3179 Empowering Students Through Enhanced Financial Counseling Act HR3180 Flexible Pell Grant for 21st Century Students Act S1177 Every Student Succeeds Act (signed into law)
Client expense: $58,549 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R.26 - Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S.754 - Cybersecurity Information Sharing Act of 2015 S.456 - Cyber Threat Sharing Act of 2015 H.R.234 - Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R.141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 HR 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514 - Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 Defense Departments FY 2016 budget (surety provisions) H.R. 2353- Highway and Transportation Funding Act of 2015 H.R. 3794- the Nonprofit Property Protection Act H.R. 4107- Flood Insurance Transparency and Accountability Act of 2015 S 2324- Flood Insurance Transparency and Accountability Act of 2015 H.R. 2205- The Data Security Act H.R. 2029- Consolidated Appropriations Act International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act Bipartisan Budget Act of 2015
Client expense: $660,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2015 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 2029, Consolidated Appropriations Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Treasury, Dept of, White House Office
2015 · fourth_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder; AbusePay to Play; Third Party Examinations; Commission Payouts
Client expense: $185,324 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
2015 · fourth_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder; AbusePay to Play; Third Party Examinations; Commission Payouts
Client expense: $185,324 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
2015 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2015 · third_quarter · Taxation/Internal Revenue Code
H.R. 529 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill H.R. 879 - Ax the Tax on Middle Class Americans Health Plans Act; entire bill H.R. 2483 - Independent Contractor Tax Fairness and Simplification Act of 2015; entire bill S. 200 - A bill to amend the Congressional Budget Act of 1974 to provide for macroeconomic analysis of the impact of major revenue legislation; entire bill S. 335 - To amend the Internal Revenue Code of 1986 to improve 529 plans; entire bill Not Yet Introduced: Original Bill to Prevent Identity Theft and Tax Refund Fraud Tax reform discussions relating to life insurers and insurance product taxation, property casualty insurance taxation, savings incentives (both qualified and non-qualified), long-term capital investment, municipal bond interest exclusion, corporate tax rate, corporate business deductions, international corporate taxation, and employee benefits, as well as discussions on tax extenders
Client expense: $700,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings
Client expense: $460,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2015 · third_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. Res. 267 by BALDWIN (D-WI) Perkins Loan Extension Resolution S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 355 by KAINE (D-VA) Teach Safe Relationships Act of 2015 S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 699 by SCHUMER (D-NY) legislation to extend and modify the American Opportunity Tax Credit S. 706 by BOXER (D-CA) SOS Campus Act S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 923 by GRAHAM (R-SC) Healthy Relationships Act of 2015 S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1341 by VITTER (R-LA) Student Privacy Protection Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act Unnumbered by REED (D-RI) Educator Preparation Reform Act S. 1695 by BUNT (R-MO) FY16 Labor-HHS Appropriations S. 2098 by MURPHY (D-CT) Students Before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1060 by HIRONO (D-HI) Pell Grant Protection Act H.R. 1062 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act H.R. 1260 by DOGGETT (D-TX) American Opportunity Tax Credit Act of 2015 H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) To authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1490 by DAVIS (D-CA) SOS Campus Act H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 2680 by SPEIER (D-CA) HALT Campus Sexual Violence Act H.R. 3020 by COLE (R-OK) FY16 Appropriations for Labor-HHS-Education H.R. 3141 by MALONEY (D-NY) Teach Safe Relationships Act of 2015 H.R. 3403 by SALMON (R-AZ) Safe Campus Act of 2015 H.R. 3408 by SESSIONS (R-TX) Fair Campus Act of 2015 H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program
Client expense: $89,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Veterans Affairs, Dept of (VA), White House Office
2015 · third_quarter · Insurance
Insurance issues including terrorism risk insurance reauthorization, Medicare Secondary Payer Act reporting, the National Flood Insurance Program, and group disability insurance enrollment. H.R. 26 - Terrorism Risk Insurance Program Reauthorization Act of 2015 S.Amdt.667 to S.Con.Res.11 S. 754 - Cybersecurity Information Sharing Act of 2015 S. 456 - Cyber Threat Sharing Act of 2015 H.R. 234 - Cyber Intelligence Sharing and Protection Act S. 960- Data Security Act of 2015 H.R. 2205- Data Security Act of 2015 H.R. 141 - Flood Insurance Premium Parity Act of 2015 H.R. 23- National Windstorm Impact Reduction Act Reauthorization of 2015 H.R. 1560- Protecting Cyber Networks Act S. 335- A bill to amend the Internal Revenue Code 1986 to improve 529 plans H.R. 529- To amend the Internal Revenue Code of 1986 to improve 529 plans H.R. 2048- USA Freedom Act 2015 S. 1514 - Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 981- Social Security Disability Insurance and Unemployment Benefits Double Dip Elimination Act H.R. 2359- Disability FRAUD Prevention Act H.R. 1936- Improving the Integrity of Disability Evidence Act S. 1514- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2649- Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2015 H.R. 2353- Highway and Transportation Funding Act of 2015 Defense Departments FY 2016 budget (surety provisions) International Capital Standards Flood Insurance and WYO Arrangement Expansion of the Risk Retention Act
Client expense: $380,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2015 · third_quarter · Education
S 590 Campus Accountability and Safety Act HR 1310 A bill to amend the Higher Education Act of 1965 and the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act to combat campus sexual violence, and for other purposes. S 98 STEM Jobs Act S 402 STEM Master Teacher Corps Act S 419 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 444 Supporting Afterschool STEM Act HR 467 STEM Opportunities Act HR 565 Stepping Up to STEM Education Act HR 566 Technology-Enabled Education Innovation Partnership Act HR 678 21st Century Classroom Innovation Act HR 748 GI Bill STEM Extension Act HR 794 STEM Master Teacher Corps Act HR 823 Educating Tomorrow's Engineers Act HR 831 Supporting Afterschool STEM Act HR 840 STEM Gateways Act HR 847 Investing in Innovation for Education Act HR 922 Science, Technology, Engineering, and Mathematics Professional Readiness Education Preparation (STEM PREP) Act HR 1020 STEM Education Act HR 1081 STEM Support for Teachers in Education and Mentoring (STEM 2) Act S 335, HR 529 College Savings Plans - amend the IRS Code to Improve 529 Plans S 396, HR 747 Proprietary Education Oversight Coordination Improvement Act S 227 Strengthening Education through Research Act S 1322, HR 2092 Protecting Student Privacy Act of 2015 S 1195 Student Right to Know Before You Go Act of 2015 HR 2429 Student Loan Tax Debt Relief Act HR3403 Safe Campus Act of 2015 H.R.5 - Student Success Act Our interest is in provisions related to college access and readiness, STEM education, and teacher preparation Campus Litigation Privacy Act (draft legislation by Sen. Wyden and Rep. Bonamici) S 2037 HR 3512 Pell Grant Restoration Act of 2015 S 1482 HR 2604 Need-Based Educational Aid Act of 2015 S 1939 Student Protection and Success Act S 1177 Every Child Achieves Act of 2015 HR3177 Simplifying the Application for Student Aid Act HR3178 Strengthening Transparency in Higher Education Act HR3179 Empowering Students Through Enhanced Financial Counseling Act HR3180 Flexible Pell Grant for 21st Century Students Act
Client expense: $58,549 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Environment/Superfund
S 108 Financial Aid Simplification and Transparency Act S 85 Repay Act HR 26 Terrorism Risk Insurance Program Reauthorization Act HR 636 America's Small Business Tax Relief Act Our interest is in provisions regarding research and development and technology transfer activities. HR 1260 A bill to amend the Internal Revenue Code of 1986 to extend and modify the American Opportunity Tax Credit HR 529 A bill to amend the Internal Revenue Code of 1986 to improve 529 plans. S 699 American Opportunity Tax Credit Permanence and Consolidation Act of 2015 HR 880 American Research and Competitiveness Act of 2015 (make permanent the R&D tax credit) H.R. 637, to make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes S. 1946 Tax Relief Extension Act of 2015. Our interest is in provisions regarding the deductibility of higher education expenses or charitable donations, tax credits for research and experimentation, and other provisions favorable to entrepreneurial technology firms.
Client expense: $58,549 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
S 108 Financial Aid Simplification and Transparency Act S 85 Repay Act HR 26 Terrorism Risk Insurance Program Reauthorization Act HR 636 America's Small Business Tax Relief Act Our interest is in provisions regarding research and development and technology transfer activities. HR 1260 A bill to amend the Internal Revenue Code of 1986 to extend and modify the American Opportunity Tax Credit HR 529 A bill to amend the Internal Revenue Code of 1986 to improve 529 plans. S 699 American Opportunity Tax Credit Permanence and Consolidation Act of 2015 HR 880 American Research and Competitiveness Act of 2015 (make permanent the R&D tax credit) H.R. 637, to make permanent the rule allowing certain tax-free distributions from individual retirement accounts for charitable purposes S. 1946 Tax Relief Extension Act of 2015. Our interest is in provisions regarding the deductibility of higher education expenses or charitable donations, tax credits for research and experimentation, and other provisions favorable to entrepreneurial technology firms.
Client expense: $58,549 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings, including H.R. 529 and S. 335. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES
2015 · third_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Treasury, Dept of, White House Office
2015 · third_quarter · Financial Institutions/Investments/Securities
Financial Advisor Independent Contractor Status; Dept. of Labor Fiduciary Rule Reproposal; Small Business Regulatory Flexibility Improvements Act of 2015 (H.R. 527); A bill to amend the Internal Revenue Code of 1986 to improve 529 plans (H.R. 529); America's Small Business Tax Relief Act of 2015 (H.R. 636); SEC Fiduciary Standard; Arbitration; FINRA Background Checks; Prevention of Elder Abuse
Client expense: $215,152 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), White House Office
2015 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529 H.R. 529, to Amend the Internal Revenue Code of 1986 of 1986 to improve 529 plans; technical changes to IRC sec. 529 , S. 335; ABLE Act and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2015 · second_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 699 by SCHUMER (D-NY) legislation to extend and modify the American Opportunity Tax Credit S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. Con. Res. 11 by ENZI (R-WY) FY 16 Budget Resolution Unnumbered by REED (D-RI) Educator Preparation Reform Act Unnumbered by BUNT (R-MO) FY16 Labor-HHS Appropriations H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1060 by HIRONO (D-HI) Pell Grant Protection Act H.R. 1062 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act H.R. 1260 by DOGGETT (D-TX) American Opportunity Tax Credit Act of 2015 H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) To authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2521 by EDWARD (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Con. Res. 27 by PRICE (R-GA) Establishing the budget for the United States Government for fiscal year 2016 and setting forth appropriate budgetary levels for fiscal years 2017 through 2025 H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program Unnumbered by COLE (R-OK) FY16 Appropriations for Labor-HHS-Education
Client expense: $96,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Veterans Affairs, Dept of (VA), White House Office
2015 · second_quarter · Education
S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 699 by SCHUMER (D-NY) legislation to extend and modify the American Opportunity Tax Credit S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. Con. Res. 11 by ENZI (R-WY) FY 16 Budget Resolution Unnumbered by REED (D-RI) Educator Preparation Reform Act Unnumbered by BUNT (R-MO) FY16 Labor-HHS Appropriations H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1060 by HIRONO (D-HI) Pell Grant Protection Act H.R. 1062 by HIRONO (D-HI) Year-Round Pell Grant Restoration Act H.R. 1260 by DOGGETT (D-TX) American Opportunity Tax Credit Act of 2015 H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) To authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2521 by EDWARD (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Con. Res. 27 by PRICE (R-GA) Establishing the budget for the United States Government for fiscal year 2016 and setting forth appropriate budgetary levels for fiscal years 2017 through 2025 H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program Unnumbered by COLE (R-OK) FY16 Appropriations for Labor-HHS-Education
Client expense: $96,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Veterans Affairs, Dept of (VA), White House Office