Credit for Caring Act of 2019

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 5821 HOSPICE Act. No bill number. Discussed vaccine development, approval, distribution and prioritization. No bill number. Discussed vaccine coverage. No bill number. Discussed Nursing Home Dashboard and COVID-19 nursing home priorities . S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed various issues for nursing home residents related to COVID-19, including PPE, testing, visitation, equipment, surveys, family notification and accountability for use of Provider Relief Funds. H.R. 925/H.R 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, COVID-19 and nursing homes, social isolation, and the aging network. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense.

Client expense: $2,400,000 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Consumer Financial Protection Bureau (CFPB), Corporation for Natl & Community Service, Defense, Dept of (DOD), Federal Communications Commission (FCC), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Indian Health Service, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of the Comptroller of the Currency (OCC), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6800, The Heroes Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. Senate Amendment to H.R. 925, The Heroes Act. P.L. 116-136, CARES Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. No bill number. Discussed food insecurity and food assistance programs, including Supplemental Nutrition Assistance Program (SNAP), The Emergency Food Program (TEFAP), the Commodity Supplemental Food Program (CSFP), the USDA Coronavirus Food Assistance Program, and Older Americans Act nutrition services. No bill number. Discussed barriers older adults may face when using the SNAP online pilot program. P.L. 116-260, Consolidate Appropriations Act, 2021. No bill number. Discussed AARPs Nursing Home Dashboard and COVID-19 nursing home priorities. S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed CMS visitation guidance. No bill number. Discussed accountability for use of Provider Relief Funds. H.R. 925, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, social isolation, and the aging network. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed Elder Justice Act reauthorization. No bill number. Submitted a letter to the Centers for Medicare & Medicaid Services providing comments on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act. No bill number. Shared comments on CMS COVID-19 interim final rule, including enforcement requirements for nursing home data collection and reporting, limitations on COVID-19 testing without an order, and nursing home testing requirements. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed question regarding COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act.

H.R. 133, Consolidated Appropriations Act. H.R. 2730/S. 1443, Credit for Caring Act. H.R. 8439, the FAIR Fight Act. H.R. 2073/S. 110, Permanent Extension of the 7.5% Medical Expense Deduction. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

Client expense: $2,400,000 · Firm income: Not reported

H.R. 133, Consolidated Appropriations Act. S. 4747, Informing Grandfamilies. No bill number. Discussed work of RAISE Family Caregiving Advisory Council. No bill number. Discussed the US Postal Service, health and wellness, caregiving, COVID-19 and nursing homes, social isolation, and the aging network. H.R. 2730/S. 1443, Credit for Caring Act. H.R. 8906, Lifespan Respite Care Reauthorization Act.

Client expense: $2,400,000 · Firm income: Not reported

H.R. 133, Consolidated Appropriations Act, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. No bill number. Discussed vaccine development, coverage, approval, distribution and prioritization. No bill number. Discussed Medicaid FMAP increases. No bill number. Discussed the Money Follows the Person Rebalancing Demonstration supplemental funds. No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed nursing home testing, CMS guidance on visitation and voting for nursing homes and their residents, and visitation. No bill number. Discussed requirements for family notification of nursing home residents related to COVID-19. No bill number. Comment letter to the Center for Medicare & Medicaid Services (CMS) on a request for information pertaining to Recommended Measure Set for Medicaid-Funded Home and Community-Based Services (HCBS). H.R. 925/H.R. 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4866, Nursing Home Reform Modernization Act. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter to CMS on the state of New Yorks Section 1115 Medicaid Redesign Team Waiver amendment on managed long-term care plan eligibility and voluntary mainstream enrollment for certain dual eligibles. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. Shared upcoming health care priorities with House staff. H.R. 5821, HOSPICE Act and H.R. 2477 BENES Act. Discussed bills, changes to hospice bill, and advancing of bills in the House with House staff. H.R. 8874, Nurses CARE Act No bill number. Discussed Medicaid home and community-based services bill. No bill number. Discussed the federal Pharmacy Partnership for Long-Term Care Program, COVID-19 vaccines, and the 50 percent rule. H.R. 2477/S. 1280 - BENES Act. No bill number. Discussed Medicare financial situation and solvency. No bill number. Discussed medically necessary dental coverage in Medicare. No bill number. Discussed Medicare direct contracting payment model. No bill number. Letter to Food and Drug Administration calling for release of over-the-counter hearing aid regulations.

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R.5958 Senior Health Planning Account Act H.R.3644 Independence at Home Demonstration Act of 2019 Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $360,000 · Firm income: Not reported

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Help Charities Protect Communities Act (introduction pending) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Protecting Nonprofits from Catastrophic Cash Flow Strain Act of 2020 (S 4001 and S 4209) RESTART Act (S. 3814) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities (HR 6408) To include nonprofits in the Main Street Lending Program, and add Federal Reserve to list of agencies lobbied Universal Giving Pandemic Response Act (S 4032/HR 7324) WORK NOW Act (S. 3747) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $170,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL); H.R. 6238, "Cameron's Law to reinstate full Orphan Drug Tax Credit for clinical testing expenses for rare diseases or conditions; provisions in COVID-19 relief legislation relating to net operating loss.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law; H.R. 748, CARES Act tax issues; H.R. 6900, HEROES Act tax issues

Client expense: $170,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $250,000 · Firm income: Not reported

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Help Charities Protect Communities Act (introduction pending) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Protecting Nonprofits from Catastrophic Cash Flow Strain Act of 2020 (S 4001 and S 4209) RESTART Act (S. 3814) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities (HR 6408) To include nonprofits in the Main Street Lending Program, and add Federal Reserve to list of agencies lobbied Universal Giving Pandemic Response Act (S 4032/HR 7324) WORK NOW Act (S. 3747) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $582,750 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL); H.R. 6238, "Cameron's Law to reinstate full Orphan Drug Tax Credit for clinical testing expenses for rare diseases or conditions.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

No bill number. Discussed nursing home residents bill of rights. No bill number. Discussed Medicare family caregiving pilot concept and hospice component in value-based insurance design demonstration. No bill number. Shared invitation for webinar on Medicaid managed LTSS and family caregivers paper. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act. No bill number. Shared family caregiving information. P.L. 115-182, signed onto comment letter to VA regarding the proposed rule on the Program of Comprehensive Assistance for Family Caregivers Improvements and Amendments under the VA MISSION Act. P.L. 116-131, Supporting Older Americans Act of 2020. S. 3057, Modernization of the Older Americans Act Amendments. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed funding levels required for Coronavirus pandemic health care and economic security response.

Client expense: $1,770,000 · Firm income: Not reported

S. 1443, H.R. 2730, Credit for Caring Act. No bill number. Discussed issue of nursing homes seizing residents economic impact payments. H.R. 6379, Take Responsibility for Workers and Families Act. H.R. 2073/S.110, Permanent extension of the 7.5% income threshold for the medical expense deduction. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Required Minimum Distributions (RMD)

Client expense: $1,770,000 · Firm income: Not reported

H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Credit for Caring Act.

Client expense: $1,770,000 · Firm income: Not reported

No bill number. Discussed nursing home and assisted living data and reporting. H.R.6666 - COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session (CMS and ACL). H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed issue of nursing homes seizing residents economic impact payments. No bill number. Discussed issues related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home and other long-term care facilities COVID-19 issues and AARP priorities. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed expansion of affordability and availability of communication services to address the COVID-19 crisis. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter discussing immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Sent letter urging Congress and the Administration to stem the loss of life due to the coronavirus and improve conditions in long-term care facilities. Discussed funding and flexibilities for Older Americans Act programs including nutrition services. Discussed funding for The Emergency Food Program and Commodity Supplemental Food Program. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP) flexibilities, increasing benefits, emergency allotments, suspending rule making, online grocery shopping and delivery for SNAP recipients, and restaurant meals program under SNAP S.3563, Food Assistance for Kids and Families During COVID-19 Act of 2020. No bill number. Discussed Coronavirus Food Assistance Program. H.R. 6510, SNAP Online Purchasing Flexibility Act of 2020. H.R. 6688, SNAP COVID-19 Anti-Hunger Restaurant Relief for You Act of 2020. S. 3736, Increasing Access to SNAP Delivery During COVID-19 Act of 2020. No bill number. Discussed the disproportionate impact of COVID-19 on communities of color. S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed and provided technical assistance on draft legislation related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home COVID-19 issues, AARP priorities, and COVID-19 nursing home briefing with House staff and provided contact information for possible witnesses. No bill number. Discussed AARP priorities to protect nursing home and other long-term care facilities in response to COVID-19. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act H.R. 6074, Preparedness and Response Supplemental H.R. 6201, Families First Coronavirus Response Act H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed long-term care facility issues and COVID-19. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed and shared letter to FCC urging them to take sustained action to expand the affordability and availability of communication services to address COVID-19. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter to Senate Judiciary Committee and discussed opposition to immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). H.R. 6666, the COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 2073/S.110, Permanent extension of the 7.5% income threshold for the medical expense deduction. S. 3057, Modernization of the Older Americans Act Amendments S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 1443, H.R. 2730 Credit for Caring Act. No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed Medicare family caregiving pilot concept and hospice component in value-based insurance design demonstration. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed nursing home data collection. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Shared invitation for webinar on Medicaid managed LTSS and family caregivers paper. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. Discussed nursing home and other long-term care facility issues, including issues related to COVID-19. H.R. 6379, Take Responsibility for Workers and Families Act. No bill number, discussed Elder Justice Act Reauthorization and nursing home bill. H.R. 3, the Lower Drug Costs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act. Discussed increasing the FMAP for Medicaid in COVID-19 legislation. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act.

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law; H.R. 748, CARES Act tax issues

Client expense: $150,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act S.1257/H.R.3832 Legacy IRA Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $400,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL).

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $250,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), White House Office

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law

Client expense: $360,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 3517, Discussed Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 753/H.R. 1682, Improving Access to Medicare Coverage Act, discussed bill and Coronavirus legislation (no bill number). S. 296/H.R.2150, Home Health Care Planning Improvement Act, discussed bill and Coronavirus legislation. No bill number. CMS nursing home Coronavirus guidance. No bill number. Discussed nursing home virtual visitation. S. 3548/H.R. 748, P.L. 116-136, CARES Act Lobbied regarding nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving. H.R. 6379, Take Responsibility for Workers and Families Act. Discussed virtual visitation provisions of bill and Medicaid HCBS grants. H.R. 6305, To assist older Americans and people with disabilities affected by COVID-19. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act, and inclusion of bill in Coronavirus legislation. No bill. Discussed Coronavirus disease 2019 and appropriations supplemental. S.64/H.R. 2375 - the Preserve Access to Generics and Biosimilars Act. H.R. 1499 - the Preserving Consumer Access to Generics Act. Discussed telehealth, interoperability, and data sharing with Department of Health and Human Services. H.R. 19/S. 3129, Lower Cost More Cures Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 2073/S. 110, Permanent Extension of the Medical Expense Deduction. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. S. 3057, Modernization of the Older Americans Act Amendments.

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, equitable relief payments, retirement savings tax relief, suspensions of foreclosures and evictions, expanded unemployment benefits, paid sick and family leave, affordable broadband, and government operations, among other issues. S. 3517, Discussed Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 753/H.R. 1682, Improving Access to Medicare Coverage Act, discussed bill. S. 296/H.R.2150, Home Health Care Planning Improvement Act, discussed bill and Coronavirus legislation. Provided quote for House press release on bill being included in P.L. 116-136, CARES Act. No bill number. Sent letter to CMS regarding their March 13 nursing home Coronavirus guidance and followed up with agency staff to discuss. No bill number. Discussed nursing home virtual visitation. S. 3548/H.R. 748, P.L. 116-136, CARES Act Lobbied regarding nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving. H.R. 6379, Take Responsibility for Workers and Families Act. Discussed virtual visitation provisions of bill. H.R. 6305, To assist older Americans and people with disabilities affected by COVID-19; S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act; and H.R. 6379, Take Responsibility for Workers and Families Act. Discussed Medicaid HCBS grants and inclusion in Coronavirus legislation (no bill number). S. 1443, H.R. 2730 Credit for Caring Act. No bill number. Discussed upcoming tele-town hall on the Coronavirus and family caregiving (CDC and ACL) Discussed Coronavirus disease 2019 and appropriations supplemental and related issues. Discussed funding and flexibility for Older Americans Act programs including nutrition services Discussed funding for The Emergency Food Program and Commodity Supplemental Food Program Coronavirus Relief for Seniors and People with Disabilities Act (no bill number) - discussed funding for nursing home surveys; funding for Older Americans Act (OAA) programs; funding for the Commodity Supplemental Food Program (CSFP); Medicaid home and community-based services (HCBS) grants; and availability of medical assistance for Medicare cost-sharing Discussed Supplemental Nutrition Assistance Program (SNAP) flexibility, increasing benefits, suspending rule making, and online grocery shopping and delivery using SNAP benefits No bill number - Food Assistance for Kids and Families During COVID-19 Act of 2020 - discussed online grocery shopping and delivery using SNAP benefits. No bill number - Discussed IRS guidelines pertaining to Social Security beneficiaries having to file a tax return in order to receive their economic stimulus payments. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act.

H.R. 6074, Coronavirus Preparedness and Response Supplemental Appropriations Act. H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Medicare enrollment national open enrollment period, medical expense deduction, cost-sharing protections for commercial/private health insurance holders, telehealth access, nursing homes, virtual visitation, home and community-based services, Older Americans Act programs, Medicare home health care, and family caregiving, no-cost COVID-19 testing, and government operations, among other issues. S. 1443, H.R. 2730, Credit for Caring Act. H.R. 6201 the Families First Coronavirus Response Act H.R. 748 (CARES Act) H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 2073/S. 110, Permanent Extension of the Medical Expense Deduction. S. 2543 the Prescription Drug Pricing Reduction Act (Grassley-Wyden).

Client expense: $2,210,000 · Firm income: Not reported

Home Care for Seniors Act, H.R. 2878; Credit for Caring Act, H.R. 2730

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act

Client expense: $400,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $160,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 1158/H.R. 1865 - The Consolidated Appropriations Act/Further Consolidated Appropriations Act. H.R. 3055/S.2584 Commerce, Justice, Science, Agriculture, Rural Development, FDA, Interior Environment, Military Construction, VA,Transportation, Housing and Urban Development Appropriations Act, FY 2020. H.R. 2740 Labor-HHS Appropriations FY 2020 - lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (SNAP, Commodity Supplemental Food program and Older Americans Act Title III), caregiving, weatherization, energy assistance, supportive services, housing and volunteer community service programs. Discussed reauthorization of the Older Americans Act, including homelessness and age-friendly communities. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council No bill number. Discussed In-Home CARE Act. H.R. 2730/S.1443 - The Credit for Caring Act. S. 995 - The Lifespan Respite Care Reauthorization Act. P.L. 115-119, RAISE Family Caregivers Act - discussed implementation and child caregivers with House staff; discussed support for RAISE extension as part of OAA reauthorization. H.R. 4334 - The Dignity in Aging Act - discussed support for bill. S. 3057 - The Modernization of the Older Americans Act Amendments - endorsed bill. No bill number. Shared AARP family caregiving report. Discussed Advisory Council on Supporting Grandparents Raising Grandchildren, Administration for Community Living and Elder Justice Coordinating Council. H.R. 2150, Home Health Care Planning Improvement Act. S. 1443/H.R. 2730 - The Credit for Caring Act and P.L. 115-119, RAISE Family Caregivers Act - Discussed elder care and this legislation with Senate staff. Discussed family caregiving, rural issues, and social isolation.

Client expense: $2,140,000 · Firm income: Not reported

H.R. 1158/H.R. 1865 - The Consolidated Appropriations Act/Further Consolidated Appropriations Act. H.R. 3351/S.2524 Financial Services & General Government Appropriations bill, FY 2020 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. H.R. 2073 - Supported bill to amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction. H.R. 1865/H.R. 1158- Lobbied in support of 2 year extension of 7.5% income threshold for the medical expense deduction. H.R. 2730/S. 1443, Credit for Caring Act.

Client expense: $2,140,000 · Firm income: Not reported

H.R. 397 - The Rehabilitation for Multiemployer Pensions Act S. 617 - Tax Extenders & Disaster Relief Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). H.R. 2730/S. 1443 - The Credit for Caring Act. S. 1209 - REMEDY ACT. S. 972/H.R. 100 - The Retirement Enhancement & Savings Act. H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act. H.R. 5306/S. 2989, Know Your Social Security Act. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. Submitted comments to the Social Security Administration on their rulemaking on the Advanced Designation of Representative Payees. H.R. 4540, the Public Servants Protection and Fairness Act, and H.R. 3934, the Equal Treatment of Public Servants Act - Discussed Windfall Elimination Provision legislation. H.R. 5380 - The Senior Guardianship Social Security Protection Act. No bill number - Discussed the Social Security system and paid family leave. H.R. 5392 - The Social Security Enhancement and Protection Act. H.R. 4610/S. 3795 the Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act. No bill number - Discussed private sector retirement reform issues. No bill number - Discussed State retirement savings programs for private sector workers. No bill number -Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed student loans and retirement saving issues. No bill number - Discussed retirement plan data collection and dissemination issues. No bill number - Discussed small employer and pooled retirement plan issues. No bill number - Discussed small retirement account cash out issues. No bill number - Discussed retirement reforms related to permitting early access to retirement savings. No bill number - Discussed Individual Retirement Account (IRA) issues. No bill number - Discussed access to retirement savings for dependent care expenses. No bill number - Discussed savings for emergency expenses. No bill number - Discussed options to spend down retirement savings after retirement. Submitted comments to DOL on multiple employer plans and delivery of required retirement disclosures via the internet.

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443

Client expense: $170,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S.1443/H.R.2730 Credit for Caring Act H.R.2073 7.5% Medical Expense Deduction H.R.2878 Homecare for Seniors Act

Client expense: $500,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $33,764 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office

H.R. 3351/S.2524 Financial Services & General Government Appropriations bill, FY 2020 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. S.110 - Supported the Medical Expense Savings Act. H.R. 2073 - Supported bill to amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction. S. 1443/H.R. 2730, Discussed the Credit for Caring Act and caregiving statistics. S. 617 Tax Extenders & Disaster Relief Act. Discussed paid family leave and Social Security, including H.R. 3865 and S. 463.

Client expense: $2,140,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443

Client expense: $180,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S.1443/H.R.2730 Credit for Caring Act H.R.2073 7.5% Medical Expense Deduction H.R.2878 Homecare for Seniors Act

Client expense: $871,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Implementation of Public Law 115-97, Section 13702 unrelated business taxable income Legacy IRA Act (S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income / Lift for Charities Act (H.R.1545/S.632) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073)

Client expense: $136,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office

H.R. 3351 Financial Services & General Government Appropriations bill, FY 2020 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. S. 1443/H.R. 2730, Credit for Caring Act - discussed reintroduction of the bill and AARPs support. H.R. 2073 - Support of a permanent extension of the Medical Expense Deduction at the 7.5% threshold. S. 110 - Discussed and endorsed the Medical Expense Savings Act, which makes the 7.5% income threshold permanent for all effective December 31, 2018. S. 617, Discussed legislation creating a 2 year extension for the 7.5% medical expense deduction in the Senates tax extenders bill. H.R. 2878 Homecare for Seniors Act. No bill number, Federal Interagency Task Force on Long-Term Care Insurance - discussed private long-term care insurance.

Client expense: $1,900,000 · Firm income: Not reported

H.R. 2740 Labor-HHS Appropriations FY 2020 - lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (SNAP, Commodity Supplemental Food program and Older Americans Act Title III), caregiving, weatherization, energy assistance, supportive services, housing and volunteer community service programs. Discussed reauthorization of the Older Americans Act, including funding, caregiving, nutrition, social isolation and age-friendly communities with House and Senate staff. Discussed the National Family Caregiver Support Program (NFCSP) under the Older Americans Act, including caregiver assessments and the distribution of funding. S.1017, Supporting Americas Caregivers and Families Act. S.1146, Supporting Caregivers Act. S. 1159, Inclusive Aging Act . S.1536, Age-Friendly Communities Act of 2019. H.R.1777, Ruthie and Connie LGBT Elder Americans Act of 2019. H.R. 1230/S. 485 Protecting Older Workers Against Discrimination Act. H.R. 3130 Age Discrimination in Employment Parity Act. P.L. 115-119, RAISE Family Caregivers Act - discussed extension of RAISE. Discussed Family Caregiving Advisory Council and implementation with Administration for Community Living. Older Americans Social Isolation and Loneliness Prevention Act (no bill number) - discussed bill. Home Care Ombudsman Program Act (no bill number) - discussed bill. S. 110, Medical Expense Savings Act - discussed bill and law, family caregiving broadly and best practices, ACT Caucus, family caregiving research, and Medicaid managed long-term services and supports and family caregiving. S. 1443/H.R. 2730, Credit for Caring Act - discussed reintroduction of the bill and AARPs support. S. 995/H.R. 2035, Lifespan Respite Care Reauthorization Act - endorsed bill, discussed bill and cosponsorship of the legislation, and submitted House hearing statement in support of the bill. No bill number. Discussed Assisting Caregivers Today (ACT) Caucus. Provided family caregiving information and resources. No bill number. Discussed family caregiving and military caregivers.

H.R. 2740 Labor-HHS Appropriations bill, FY 2020 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re ACA, and various related medical care research and supportive services. Discussed issue related to the Supplemental Nutrition Assistance Program. P.L. 114-42, NOTICE Act and no bill number, Improving Access to Medicare Coverage Act - discussed transparency/surprise medical billing, including observation issues and related prior legislation, in response to Senate request for information. S.340/H.R. 965 - the CREATES Act. S.64/H.R. 2375 - the Preserve Access to Generics and Biosimilars Act. H.R. 1499 - the Preserving Consumer Access to Generics Act. Endorsed H.R. 986, H.R. 987, and H.R. 1010, aimed at protecting the core consumer provisions of the ACA, including the prohibition on insurers engaging in an age tax and preexisting condition discrimination. S.1531- STOP Act. Discussed support for restoration and extension of the medical expense deduction. S.110/HR. 2073 Medical Expenses Permanency Legislation. S.617 Tax Extenders & Disaster Relief Act. H.R.2730/S. 1443 Credit for Caring Act. Medical Expense Deductions (included in H.R. 1628 and Better Care Reconciliation Act drafts) S.1209 REMEDY ACT. H.R.1373, Protecting Seniors from Poverty Act. H.R.2150/S. 296, Home Health Care Planning Improvement Act. H.R.1682/S.753 Improving Access to Medicare Coverage Act. H.R.1342/S.548 Empower Act. Better Care Reconciliation Act draft.

Client expense: $1,900,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; Credit for Caring Act, H.R. 2730/S. 1443

Client expense: $270,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE