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Permanent IRA Charitable Contribution Act of 2015
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
Amends the Internal Revenue Code to make permanent the exclusion from gross income of distributions from individual retirement accounts for charitable purposes.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (12)
COSPONSOR AUTHORITY - Mr. Paulsen asked unanimous consent that he may hereafter be considered as the first sponsor of H.R. 637, a bill originally introduced by Rep. Schock of Illinois, for the purpose of adding cosponsors and requesting reprintings pursuant to clause 7 of rule XII. Agreed to without objection.
Placed on the Union Calendar, Calendar No. 14.
Committee on the Budget discharged.
Committee on the Budget discharged.
Reported (Amended) by the Committee on Ways and Means. H. Rept. 114-20, Part I.
Congress.gov source codes: 5000, H12200
Ordered to be Reported (Amended) by the Yeas and Nays: 24 - 14.
Referred to the Committee on Ways and Means, and in addition to the Committee on the Budget, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Congress.gov source codes: H11100, H11100-A
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2016 · second_quarter · Retirement
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $1,560,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2016 · first_quarter · Retirement
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Senior$afe Act of 2015); S. 2502 (Affordable Retirement Advice Protection Act); S. 2505 (SAVERS Act of 2016); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $1,660,000 · Firm income: Not reported
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
2015 · fourth_quarter · Taxation/Internal Revenue Code
Permanent IRA Charitable Contribution Act of 2015 (H.R. 637) - This bill amends the Internal Revenue Code to make permanent the exclusion from gross income of distributions from individual retirement accounts made for charitable purposes. America Gives More Act of 2015 (H.R. 644) - This bill would restore and permanently extend three expired charitable giving incentives - food inventories, conservation easements, and the IRA rollover - as well as streamline the foundation excise tax. H.R.3407 - To amend the Internal Revenue Code of 1986 to remove the deduction for charitable contributions from the overall limitation on itemized deductions. H.R.2157 - To amend the Internal Revenue Code of 1986 to extend for one year tax-free distributions from individual retirement plans for charitable purposes. S.1159 - Public Good IRA Rollover Act of 2015 Senate Finance Committee Tax Reform Working Groups H.R.2029 - Consolidated Appropriations Act, 2016 - the Protecting Americans from Tax Hikes Act of 2015 that made permanent the IRA Rollover provision IRS REG-138344-13 - Substantiation Requirement for Certain Charitable Contributions
Client expense: $25,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2015 · fourth_quarter · Retirement
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); H.R. 4114 (First Time Homeowner Savings Plan Act); H.R. 4293 (Affordable Retirement Advice Protection Act); H.R. 4294 (SAVERS Act of 2015); S. 266 (Retirement Security Act of 2015); S. 2216 (Seniorsafe Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $2,440,000 · Firm income: Not reported
| Referred to |
| February 2, 2015 |
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2015 · fourth_quarter · Taxation/Internal Revenue Code
HR 637: Permanent IRA Charitable Contribution Act of 2015; provisions related to extending the Individual Retirement Arrangements Charitable Rollover HR 644: Trade Facilitation and Trade Enforcement Act of 2015; provisions related to extending the Individual Retirement Arrangements Charitable Rollover S. 185: PATH Act; provisions related to extending the Individual Retirement Arrangements Charitable Rollover S. 1159: Public Good IRA Rollover Act of 2015; provisions related to extending the Individual Retirement Arrangement Charitable Rollover S. 1946: Tax Relief Extension Act of 2015; provisions related to extending the Individual Retirement Agreement Charitable Rollover
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Taxation/Internal Revenue Code
Support for retaining the full value and scope of the charitable tax deduction and preserving the provision as an itemized deduction. Support for making permanent charitable "tax extenders" (specifically, IRA Charitable Rollover) to permanently allow individuals to roll over their IRAs to charity without incurring tax. Activities include supporting passage of H.R. 644 - America Gives More Act; H.R. 637 - Permanent IRA Charitable Contribution Act; S. 1159 - Public Good IRA Rollover Act of 2015; and H.R. 2029/S. 185 - Protecting Americans from Tax Hikes (PATH) Act. Provisions in existing legislation and proposed regulations pertaining to the treatment of the nonprofit sector in the tax code. Support for reinstating fair market tax deductions for donated artist works of art including the reintroduction of The Artist-Museum Partnership Act (S. 931).
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, 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 · Taxation/Internal Revenue Code
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; making permanent charitable giving incentives in the "tax extenders" package (IRA rollover and enhanced deductions for donations of food and real property for conservation purposes) and a simplified excise tax for private foundations; passage of and support for the following: H.R. 2029, the Consolidated Appropriations Act; H.R. 644, the America Gives More Act, which would reinstate permanently the tax extenders and mandate the simplified excise tax; H.R. 637, which would permanently reinstate the IRA rollover; H.R. 640, which would instate the simplified excise tax; and H.R. 641, which would permanently reinstate the enhanced deduction for donations of real property.
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · fourth_quarter · Taxation/Internal Revenue Code
Charitable Sector Issues - Tax Exempt Reform and Incentives HR637 Permanent IRA Charitable Contribution Act Student Related Tax Provisions
Client expense: $70,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE
2015 · third_quarter · Small Business
S.2709 Export-Import Bank Reauthorization Act of 2014 - NSBA supports S.2262 Energy Savings and Industrial Competitiveness Act - NSBA supports S.1827 - Small Business Tax Compliance Relief Act of 2015 - NSBA supports S.1697 Small Business Healthcare Relief Act - NSBA supports S.1647 - Developing a Reliable and Innovative Vision for the Economy Act -- NSBA monitoring S.1607 Independent Agency Regulatory Analysis Act of 2015 - NSBA supports S.1140 Federal Water Quality Protection Act - NSBA supports S.1137 PATENT Act - NSBA opposes S.995 Bipartisan Congressional Trade Priorities and Accountability Act - NSBA supports S.949 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports S.860 Death Tax Repeal Act of 2015 - NSBA supports S.824 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports S.819 Export-Import Bank Reform and Reauthorization Act of 2015 - NSBA supports S.754 Cybersecurity Information Sharing Act of 2015 - NSBA supports S.720 Energy Savings and Industrial Competitiveness Act of 2015 - NSBA supports S.698 Marketplace Fairness Act of 2015 - NSBA is monitoring S.632 Support Technology and Research for Our Nation's Growth (STRONG) Patents Act - NSBA supports S.552 Small Business Investment Company Capital Act of 2015 - NSBA supports S.535 Energy Efficiency Improvement Act of 2015 - NSBA supports S. 426 Small Business Regulatory Flexibility Improvements Act of 2015 -NSBA supports S.379 Small Business Tax Credit Accessibility Act - NSBA supports S.1 Keystone XL Pipeline Approval Act - NSBA supports H.R.3979 National Defense Authorization Act for Fiscal Year 2015 - NSBA supports H.R.3132 - To increase the amount of funding available for FY2015 for certain general business loans authorized under the Small Business Act - NSBA supports H.R.2911 Small Business Healthcare Relief Act - NSBA supports H.R.2775 Remote Transactions Parity Act of 2015 - NSBA is monitoring H.R.2670 Microloan Modernization Act of 2015 - NSBA supports H.R.2586 Export Coordination Act of 2015 - NSBA supports H.R. 2499 Veterans Entrepreneurship Act of 2015 - NSBA supports H.R.2239 To increase Ex-Im financing of exports by small business - NSBA supports H.R.2045 Targeting Rogue and Opaque Letters Act of 2015 - NSBA supports H.R.2177 Energy Savings and Industrial Competitiveness Act of 2015 - NSBA supports H.R.2131 The Supplying Knowledge Based Immigrants and Lifting Levels of STEM Visas Act H.R.1907 Trade Facilitation and Trade Enforcement Act of 2015 - NSBA supports H.R.1890 Bipartisan Congressional Trade Priorities and Accountability Act of 2015 - NSBA supports H.R.1828 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports H.R.1735 National Defense Authorization Act for 2016 - NSBA supports H.R.1731 National Cybersecurity Protection Advancement Act of 2015 - NSBA supports H.R.1624 - Protecting Affordable Coverage for Employees Act - NSBA supports H.R.1560 Protecting Cyber Networks Act - NSBA supports H.R.1481 Small Contractors Improve Competition Act of 2015 - NSBA supports H.R.1105 Death Tax Repeal Act of 2015 - NSBA supports H.R.1031 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports H.R.1030 Secret Science Reform Act of 2015 - NSBA supports H.R.1029 EPA Science Advisory Board Reform Act of 2015 - NSBA supports H.R.1023 Small Business Investment Company Capital Act of 2015 - NSBA supports H.R. 880 American Research and Competitiveness Act of 2015 - NSBA supports H.R.762 Small Business Tax Credit Accessibility Act - NSBA supports H.R.637 Permanent IRA Charitable Contribution Act of 2015 - NSBA supports H.R.636 America's Small Business Tax Relief Act - NSBA supports H.R.630 Permanent S Corporation Charitable Contribution Act of 2015 - NSBA supports H.R.629 Permanent S Corporation Built-in Gains Recognition Period Act of 2015 - NSBA supports H.R.622 State and Local Sales Tax Deduction Fairness Act of 2015 - NSBA supports H.R.597 Reform Exports and Expand the American Economy Act - NSBA supports H.R.527 Small Business Regulatory Flexibility Improvements Act - NSBA supports H.R.185 Regulatory Accountability Act - NSBA supports H.R.160 Protect Medical Innovation Act of 2015 - NSBA supports H.R.50 Unfunded Mandates Information and Transparency Act of 2015 - NSBA supports H.R.25 Fair Tax Act - NSBA supports H.R.9 Innovation Act - NSBA opposes. H.R.3 Keystone XL Pipeline Act - NSBA supports H.R.2 Medicare Access and CHIP Reauthorization Act of 2015 - NSBA is monitoring
Client expense: $24,000 · Firm income: Not reported
Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · third_quarter · Retirement
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); S. 266 (Retirement Security Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $1,610,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
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
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; making permanent the charitable "tax extenders" (IRA rollover and enhanced deductions for donations of food and real property for conservation purposes) and a simplified excise tax for private foundations; passage of and support for the following: H.R. 644, the America Gives More Act, which would reinstate permanently the tax extenders and mandate the simplified excise tax; H.R. 637, which would permanently reinstate the IRA rollover; H.R. 640, which would instate the simplified excise tax; and H.R. 641, which would permanently reinstate the enhanced deduction for donations of real property.
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
Support for retaining the full value and scope of the charitable tax deduction and preserving the provision as an itemized deduction. Support for making permanent charitable "tax extenders" (specifically, IRA Charitable Rollover) to permanently allow individuals to roll over their IRAs to charity without incurring tax. Activities include supporting passage of H.R. 644 - America Gives More Act; and H.R. 637-Permanent IRA Charitable Contribution Act. Provisions in existing legislation and proposed regulations pertaining to the treatment of the nonprofit sector in the tax code. Support for reinstating fair market tax deductions for donated artist works of art including the reintroduction of The Artist-Museum Partnership Act (S. 931).
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
Permanent IRA Charitable Contribution Act of 2015 (H.R. 637) - This bill amends the Internal Revenue Code to make permanent the exclusion from gross income of distributions from individual retirement accounts made for charitable purposes. America Gives More Act of 2015 (H.R. 644) - This bill would restore and permanently extend three expired charitable giving incentives - food inventories, conservation easements, and the IRA rollover - as well as streamline the foundation excise tax. H.R.3407 - To amend the Internal Revenue Code of 1986 to remove the deduction for charitable contributions from the overall limitation on itemized deductions. H.R.2157 - To amend the Internal Revenue Code of 1986 to extend for one year tax-free distributions from individual retirement plans for charitable purposes. S.1159 - Public Good IRA Rollover Act of 2015 Senate Finance Committee Tax Reform Working Groups
Client expense: $25,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2015 · third_quarter · Taxation/Internal Revenue Code
Charitable Sector Issues - Tax Exempt Reform and Incentives HR637 Permanent IRA Charitable Contribution Act Student Related Tax Provisions
Client expense: $60,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE
2015 · second_quarter · Taxation/Internal Revenue Code
H.R. 637 - Permanent IRA Charitable Contribution Act of 2015 - Charitable Donation Provisions S. 699 - American Opportunity Tax Credit Permanence & Consolidation Act of 2015 - Higher Education Tax Provisions H.R. 1260 - American Opportunity Tax Credit Act of 2015 - Higher Education Tax Provisions
Client expense: $45,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · second_quarter · Small Business
S.2709 Export-Import Bank Reauthorization Act of 2014 - NSBA supports S.2262 Energy Savings and Industrial Competitiveness Act - NSBA supports S.1697 Small Business Healthcare Relief Act - NSBA supports S.1607 Independent Agency Regulatory Analysis Act of 2015 - NSBA supports S.1140 Federal Water Quality Protection Act - NSBA supports S.1137 PATENT Act - NSBA opposes S.995 Bipartisan Congressional Trade Priorities and Accountability Act - NSBA supports S.949 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports S.860 Death Tax Repeal Act of 2015 - NSBA supports S.824 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports S.819 Export-Import Bank Reform and Reauthorization Act of 2015 - NSBA supports S.754 Cybersecurity Information Sharing Act of 2015 - NSBA supports S.720 Energy Savings and Industrial Competitiveness Act of 2015 - NSBA supports S.698 Marketplace Fairness Act of 2015 - NSBA is monitoring S.632 Support Technology and Research for Our Nation's Growth (STRONG) Patents Act - NSBA supports S.552 Small Business Investment Company Capital Act of 2015 - NSBA supports S.535 Energy Efficiency Improvement Act of 2015 - NSBA supports S. 426 Small Business Regulatory Flexibility Improvements Act of 2015 -NSBA supports S.379 Small Business Tax Credit Accessibility Act - NSBA supports S.1 Keystone XL Pipeline Approval Act - NSBA supports H.R.3979 National Defense Authorization Act for Fiscal Year 2015 - NSBA supports H.R.2911 Small Business Healthcare Relief Act - NSBA supports H.R.2775 Remote Transactions Parity Act of 2015 - NSBA is monitoring H.R.2670 Microloan Modernization Act of 2015 - NSBA supports H.R.2586 Export Coordination Act of 2015 - NSBA supports H.R. 2499 Veterans Entrepreneurship Act of 2015 - NSBA supports H.R.2239 To increase Ex-Im financing of exports by small business - NSBA supports H.R.2045 Targeting Rogue and Opaque Letters Act of 2015 - NSBA supports H.R.2177 Energy Savings and Industrial Competitiveness Act of 2015 - NSBA supports H.R.2131 The Supplying Knowledge Based Immigrants and Lifting Levels of STEM Visas Act H.R.1907 Trade Facilitation and Trade Enforcement Act of 2015 - NSBA supports H.R.1890 Bipartisan Congressional Trade Priorities and Accountability Act of 2015 - NSBA supports H.R.1828 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports H.R.1735 National Defense Authorization Act for 2016 - NSBA supports H.R.1731 National Cybersecurity Protection Advancement Act of 2015 - NSBA supports H.R.1560 Protecting Cyber Networks Act - NSBA supports H.R.1481 Small Contractors Improve Competition Act of 2015 - NSBA supports H.R.1105 Death Tax Repeal Act of 2015 - NSBA supports H.R.1031 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports H.R.1030 Secret Science Reform Act of 2015 - NSBA supports H.R.1029 EPA Science Advisory Board Reform Act of 2015 - NSBA supports H.R.1023 Small Business Investment Company Capital Act of 2015 - NSBA supports H.R. 880 American Research and Competitiveness Act of 2015 - NSBA supports H.R.762 Small Business Tax Credit Accessibility Act - NSBA supports H.R.637 Permanent IRA Charitable Contribution Act of 2015 - NSBA supports H.R.636 America's Small Business Tax Relief Act - NSBA supports H.R.630 Permanent S Corporation Charitable Contribution Act of 2015 - NSBA supports H.R.629 Permanent S Corporation Built-in Gains Recognition Period Act of 2015 - NSBA supports H.R.622 State and Local Sales Tax Deduction Fairness Act of 2015 - NSBA supports H.R.597 Reform Exports and Expand the American Economy Act - NSBA supports H.R.527 Small Business Regulatory Flexibility Improvements Act - NSBA supports H.R.185 Regulatory Accountability Act - NSBA supports H.R.160 Protect Medical Innovation Act of 2015 - NSBA supports H.R.50 Unfunded Mandates Information and Transparency Act of 2015 - NSBA supports H.R.25 Fair Tax Act - NSBA supports H.R.9 Innovation Act - NSBA opposes. H.R.3 Keystone XL Pipeline Act - NSBA supports H.R.2 Medicare Access and CHIP Reauthorization Act of 2015 - NSBA is monitoring
Client expense: $24,000 · Firm income: Not reported
Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · second_quarter · Retirement
H.R. 557 (Retirement Security Act of 2015); H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); H.R. 2656 (Receiving Electronic Statements To Improve Retiree Earnings Act); S. 266 (Retirement Security Act of 2015); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $1,740,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2015 · second_quarter · Taxation/Internal Revenue Code
Discussion of provisions related to the nonprofit sector within comprehensive tax reform proposals and within the work of the Senate Finance Committee tax reform working groups; charitable deduction and preserving it as an itemized deduction; making permanent the charitable "tax extenders" (IRA rollover and enhanced deductions for donations of food and real property for conservation purposes) and a simplified excise tax for private foundations; passage of and support for the following: H.R. 644, the America Gives More Act, which would reinstate permanently the tax extenders and instate the simplified excise tax, and originally would have permanently reinstated the enhanced deduction for donations of food; H.R. 637, which would permanently reinstate the IRA rollover; H.R. 640, which would instate the simplified excise tax; and H.R. 641, which would permanently reinstate the enhanced deduction for donations of real property.
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · second_quarter · Taxation/Internal Revenue Code
no specific bill - issues pertaining to educational tax benefits, charitable giving, tax-exempt organizations, UBIT, 1098T reporting and commodity pools HR 637 "Permanent IRA Rollover Charitable Contribution Act" - entire bill S. 1159 "Pubic Good IRA Rollover Act" - entire bill HR 2289 "Commodity End User Relief Act" section pertaining to commodity pools HR 2429 "Student Loan Tax Deb Relief Act" - entire bill
Client expense: $60,000 · Firm income: Not reported
Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE
2015 · second_quarter · Taxation/Internal Revenue Code
Support for retaining the full value and scope of the charitable tax deduction and preserving the provision as an itemized deduction. Support for making permanent charitable "tax extenders" (specifically, IRA Charitable Rollover) to permanently allow individuals to roll over their IRAs to charity without incurring tax. Activities include supporting passage of H.R. 644 - America Gives More Act; and H.R. 637-Permanent IRA Charitable Contribution Act. Provisions in existing legislation and proposed regulations pertaining to the treatment of the nonprofit sector in the tax code. Support for reinstating fair market tax deductions for donated artist works of art including the reintroduction of The Artist-Museum Partnership Act (S. 93).
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · second_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
Client expense: $29,766 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · second_quarter · Taxation/Internal Revenue Code
Charitable Sector Issues - Tax Exempt Reform and Incentives HR637 Permanent IRA Charitable Contribution Act Student Related Tax Provisions
Client expense: $70,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE
2015 · second_quarter · Taxation/Internal Revenue Code
HR 637, the Permanent IRA Charitable Contribution Act of 2015. Other tax reform issues, including Senate Finance Committees bipartisan working groups on tax reform.
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
2015 · second_quarter · Taxation/Internal Revenue Code
Permanent IRA Charitable Contribution Act of 2015 (H.R. 637) - This bill amends the Internal Revenue Code to make permanent the exclusion from gross income of distributions from individual retirement accounts made for charitable purposes. America Gives More Act of 2015 (H.R. 644) - This bill would restore and permanently extend three expired charitable giving incentives - food inventories, conservation easements, and the IRA rollover - as well as streamline the foundation excise tax. Senate Finance Committee Tax Reform Working Groups
Client expense: $25,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2015 · first_quarter · Taxation/Internal Revenue Code
H.R. 637 - Permanent IRA Charitable Contribution Act of 2015 - Charitable Donation Provisions S. 699 - American Opportunity Tax Credit Permanence & Consolidation Act of 2015 - Higher Education Tax Provisions H.R. 1260 - American Opportunity Tax Credit Act of 2015 - Higher Education Tax Provisions
Client expense: $45,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Small Business
S.2709 Export-Import Bank Reauthorization Act of 2014 - NSBA supports S.2262 Energy Savings and Industrial Competitiveness Act - NSBA supports S.949 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports S.860 Death Tax Repeal Act of 2015 - NSBA supports S.824 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports S.819 Export-Import Bank Reform and Reauthorization Act of 2015 - NSBA supports S.754 Cybersecurity Information Sharing Act of 2015 - NSBA supports S.720 Energy Savings and Industrial Competitiveness Act of 2015 - NSBA supports S.698 Marketplace Fairness Act of 2015 - NSBA is monitoring S.632 Support Technology and Research for Our Nation's Growth (STRONG) Patents Act - NSBA supports S.552 Small Business Investment Company Capital Act of 2015 - NSBA supports S.535 Energy Efficiency Improvement Act of 2015 - NSBA supports S.379 Small Business Tax Credit Accessibility Act - NSBA supports S.1 Keystone XL Pipeline Approval Act - NSBA supports H.R.3979 National Defense Authorization Act for Fiscal Year 2015 - NSBA supports H.R.2131 The Supplying Knowledge Based Immigrants and Lifting Levels of STEM Visas Act H.R.1907 Trade Facilitation and Trade Enforcement Act of 2015 - NSBA supports H.R.1890 Bipartisan Congressional Trade Priorities and Accountability Act of 2015 - NSBA supports H.R.1828 Small Business Taxpayer Bill of Rights Act of 2015 - NSBA supports H.R.1731 National Cybersecurity Protection Advancement Act of 2015 - NSBA supports H.R.1560 Protecting Cyber Networks Act - NSBA supports H.R.1481 Small Contractors Improve Competition Act of 2015 - NSBA supports H.R.1105 Death Tax Repeal Act of 2015 - NSBA supports H.R.1031 Promoting U.S. Jobs Through Exports Act of 2015 - NSBA supports H.R.1030 Secret Science Reform Act of 2015 - NSBA supports H.R.1029 EPA Science Advisory Board Reform Act of 2015 - NSBA supports H.R.1023 Small Business Investment Company Capital Act of 2015 - NSBA supports H.R. 880 American Research and Competitiveness Act of 2015 - NSBA supports H.R.762 Small Business Tax Credit Accessibility Act - NSBA supports H.R.637 Permanent IRA Charitable Contribution Act of 2015 - NSBA supports H.R.636 America's Small Business Tax Relief Act - NSBA supports H.R.630 Permanent S Corporation Charitable Contribution Act of 2015 - NSBA supports H.R.629 Permanent S Corporation Built-in Gains Recognition Period Act of 2015 - NSBA supports H.R.622 State and Local Sales Tax Deduction Fairness Act of 2015 - NSBA supports H.R.597 Reform Exports and Expand the American Economy Act - NSBA supports H.R.527 Small Business Regulatory Flexibility Improvements Act - NSBA supports H.R.185 Regulatory Accountability Act - NSBA supports H.R.50 Unfunded Mandates Information and Transparency Act of 2015 - NSBA supports H.R.25 Fair Tax Act - NSBA supports H.R.9 Innovation Act - NSBA opposes. H.R.3 Keystone XL Pipeline Act - NSBA supports H.R.2 Medicare Access and CHIP Reauthorization Act of 2015 - NSBA is monitoring
Client expense: $24,000 · Firm income: Not reported
Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · first_quarter · Taxation/Internal Revenue Code
Discussion of provisions related to the nonprofit sector within comprehensive tax reform proposals and within the work of the Senate Finance Committee tax reform working groups; charitable deduction and preserving it as an itemized deduction; making permanent the charitable "tax extenders" (IRA rollover and enhanced deductions for donations of food and real property for conservation purposes) and a simplified excise tax for private foundations; passage of and support for the following: H.R. 644, the America Gives More Act, which would reinstate permanently the tax extenders and instate the simplified excise tax, and originally would have permanently reinstated the enhanced deduction for donations of food; H.R. 637, which would permanently reinstate the IRA rollover; H.R. 640, which would instate the simplified excise tax; and H.R. 641, which would permanently reinstate the enhanced deduction for donations of real property.
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Retirement
H.R. 637 (Permanent IRA Charitable Contribution Act of 2015); H.R. 1090 (Retail Investor Protection Act); SAFE Retirement Act (not yet reintroduced); DOL ERISA Fiduciary Duty Rulemaking; Sense of Congress resolution to preserve tax incentives; Preservation of tax incentives for retirement plans; Facilitation of e-delivery of retirement plan information; Policy relating to increasing retirement security through voluntary automatic IRA and open multiple employer plans (MEPs).
Client expense: $1,980,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2015 · first_quarter · Taxation/Internal Revenue Code
HR 644, America Gives More Act of 2015. HR 637, the Permanent IRA Charitable Contribution Act of 2015. HR 1105 and S 860, the Death Tax Repeal Act of 2015. Other tax reform issues, including the taxation of capitals gains and dividends.
Client expense: $640,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2015 · first_quarter · Taxation/Internal Revenue Code
no specific bill - issues pertaining to educational tax benefits, charitable giving, tax-exempt organizations, UBIT, 1098T reporting and commodity pools HR 637 "Permanent IRA Rollover Charitable Contribution Act" - entire bill
Client expense: $80,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Taxation/Internal Revenue Code
Permanent IRA Charitable Contribution Act of 2015 (H.R. 637) - This bill amends the Internal Revenue Code to make permanent the exclusion from gross income of distributions from individual retirement accounts made for charitable purposes. America Gives More Act of 2015 (H.R. 644) - This bill would restore and permanently extend three expired charitable giving incentives - food inventories, conservation easements, and the IRA rollover - as well as streamline the foundation excise tax.
Client expense: $25,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2015 · first_quarter · Taxation/Internal Revenue Code
Support for retaining the full value and scope of the charitable tax deduction and preserving the provision as an itemized deduction. Support for making permanent charitable "tax extenders" (specifically, IRA Charitable Rollover) to permanently allow individuals to roll over their IRAs to charity without incurring tax. Activities include supporting passage of H.R. 644 - America Gives More Ac; and H.R. 637-Permanent IRA Charitable Contribution Act. Provisions in existing legislation and proposed regulations pertaining to the treatment of the nonprofit sector in the tax code. Support for reinstating fair market tax deductions for donated artist works of art including the reintroduction of The Artist-Museum Partnership Act.
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2015 · first_quarter · Taxation/Internal Revenue Code
Charitable Deduction Non-Profit Reform IRA Charitable Rollover H.R. 644 - America Gives More Act H.R. 637 - Permanent IRA Charitable Contribution Act
Client expense: $63,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, State, Dept of (DOS), White House Office
2015 · first_quarter · Taxation/Internal Revenue Code
Charitable Sector Issues - Tax Exempt Reform and Incentives HR637 Permanent IRA Charitable Contribution Act Student Related Tax Provisions
Client expense: $70,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE