Working Families Tax Relief Act of 2019

Build support for policies that promote a Cost-of-Living Refund, a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC); LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability; and The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit. Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC). CHN supports H.R.7551 the Earned Income and Child Tax Credit Outreach of 2020 that would use an IRS outreach tool to inform eligible people of the credits.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promote recurring cash payments as a response to the pandemic including: Sec 2201 HR 748 CARES Act -- one-time payment to most people; Emergency Money to the People Act HR 6496 and Automatic Boost to Communities Act HR 6553 -- monthly payments to people until economy recovers; S 3516 Emergency Family Relief Act -- monthly payment to families until health emergency ends. Also promote fixes to CARES Act to insure 10-20 million Americans get their payments, support HEROES Act (HR 6800) coverage of immigrant workers and their families and older dependents and the Coronavirus Assistance for American Families Act S 4381 and HR 8893 that would disburse $1000 to each qualifying adult and dependent including those from certain mixed status families. Also HR 9051 that would increase payments to $2000 for adults and dependents including certain mixed immigration status families. Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promote recurring cash payments as a response to the pandemic including: Sec 2201 HR 748 CARES Act -- one-time payment to most people; Emergency Money to the People Act HR 6496 and Automatic Boost to Communities Act HR 6553 -- monthly payments to people until economy recovers; S 3516 Emergency Family Relief Act -- monthly payment to families until health emergency ends. Also promote fixes to CARES Act to insure 10-20 million Americans get their payments, support HEROES Act (HR 6800) coverage of immigrant workers and their families and older dependents and the Coronavirus Assistance for American Families Act S 4381 that would disburse $1000 to each qualifying adult and dependent including those from mixed status families. Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 3833/H.R. 7010/H.R. 6886, Paycheck Protection Program Flexibility Act of 2020, in support of extending and expanding the Paycheck Protection Program; H.R. 3157, Working Families Tax Relief Act of 2019, in support of expanding the earned income and child tax credits; S. 3814/H.R. 7481, RESTART Act, in opposition to limiting the amount of loan forgiveness to nonprofits; S. 3742/H.R. 6901, RELIEF for Main Street Act, in support of relief for large and mid-size nonprofits during the COVID-19 pandemic; S. 4117/H.R. 7777, Paycheck Protection Small Business Forgiveness Act, in support of full loan forgiveness for nonprofits; In support of a second PPP for all nonprofits with full loan forgiveness.

Client expense: $70,000 · Firm income: Not reported

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, SENATE

H.R. 3157/S.1138 - Working Families Tax Relief Act (A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes)

Client expense: $38,078 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.6579, To amend the Internal Revenue Code of 1986 to allow certain taxpayers a 2-year carryback of net operating losses and to restore and make permanent the limitation on excess business losses of non-corporate taxpayers, Entirety S.3640, CARES Windfall for the Wealthiest Repeal Act, Entirety 529 College Savings Plans, Allowable Uses H.R.878, Educators Expense Modernization Act, Teacher Tax Deductions related issues Monitor the following: H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Paid Family Leave, generally Teacher Tax Deductions

Client expense: $340,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax cuts in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1516, S 647- Wall Street Tax Act S 2809, HR 5043- Millionaires Surtax Act Social Security Employee Payroll Taxes, Employer Withholding and Deferral Fairness in Taxation Act Individual taxes, including surtax, higher individual rates, Mark to Market Individuals' itemized tax deductions for certain state and local taxes (eg. SALT) (raise cap) S 1138, HR 3157- Earned income tax credit and child tax credits (expand/increase) Corporate taxes, including rates, loopholes, revenue HR 2103, S 1026- Tax Fairness for Workers Act HR 6579- CARES Windfall for the Wealthiest Repeal Act HR 7734- Building Businesses Back Act of 2020 Refundable business tax credits, including refundable NOL Carryover; Advance Refundable 200% credit for R&D COVID-19 related expenditures

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Coronavirus Aid, Relief, and Economic Security Act or the CARES Act (H.R. 758), Families First Coronavirus Response Act (H.R. 6201), HEROES Act (H.R. 6800), Paycheck Protection Small Business Forgiveness Act (S.4117), Save our Streets Act (S.3787/H.R.6949), Postal Service Emergency Assistance Act (S.4174), Economic Justice Act, Working Families Tax Relief Act (H.R.3157), Emergency Benefits for Independent Workers Program Act. Supported efforts to ensure microbusinesses and businesses operated by women, indigenous community members, and people of color were included in COVID-relief, including advocating for dedicated direct assistance, forgiveness of PPP loans, a microbusiness grant program, unemployment assistance, continuation of business critical services, funding for USPS, tax and debt deferral, targeted support form women-owned, Black-owned and Latinx-owned businesses, expanded broadband access, child care support, portable benefits and expanded EITC.

Client expense: $80,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Treasury, Dept of

CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC). CHN supports H.R.7551 the Earned Income and Child Tax Credit Outreach of 2020 that would use an IRS outreach tool to inform eligible people of the credits.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Coronavirus Aid, Relief, and Economic Security Act or the CARES Act (H.R. 758), Families First Coronavirus Response Act (H.R. 6201), HEROES Act (H.R. 6800), Paycheck Protection Small Business Forgiveness Act (S.4117), Save our Streets Act (S.3787/H.R.6949), Postal Service Emergency Assistance Act (S.4174), Economic Justice Act, Working Families Tax Relief Act (H.R.3157), Emergency Benefits for Independent Workers Program Act. Supported efforts to ensure microbusinesses and businesses operated by women, indigenous community members, and people of color were included in COVID-relief, including advocating for dedicated direct assistance, forgiveness of PPP loans, a microbusiness grant program, unemployment assistance, continuation of business critical services, funding for USPS, tax and debt deferral, targeted support form women-owned, Black-owned and Latinx-owned businesses, expanded broadband access, child care support, portable benefits and expanded EITC.

Client expense: $40,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Treasury, Dept of

Promote recurring cash payments as a response to the pandemic including: Sec 2201 HR 748 CARES Act -- one-time payment to most people; Emergency Money to the People Act HR 6496 and Automatic Boost to Communities Act HR 6553 -- monthly payments to people until economy recovers; S 3516 Emergency Family Relief Act -- monthly payment to families until health emergency ends. Also promote fixes to CARES Act to insure 10-20 million Americans get their payments, support HEROES Act (HR 6800) coverage of immigrant workers and their families and older dependents. Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 3833/H.R. 7010/H.R. 6886, Paycheck Protection Program Flexibility Act of 2020, in support of extending and expanding the Paycheck Protection Program; H.R. 3157, Working Families Tax Relief Act of 2019, in support of expanding the earned income and child tax credits; S. 3814, RESTART Act, in opposition to limiting the amount of loan forgiveness to nonprofits; S. 3742/H.R. 6901, RELIEF for Main Street Act, in support of relief for large and mid-size nonprofits during the COVID-19 pandemic.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3157/S.1138 - Working Families Tax Relief Act (A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes)

Client expense: $44,856 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.6579, To amend the Internal Revenue Code of 1986 to allow certain taxpayers a 2-year carryback of net operating losses and to restore and make permanent the limitation on excess business losses of non-corporate taxpayers, Entirety S.3640, CARES Windfall for the Wealthiest Repeal Act, Entirety 529 College Savings Plans, Allowable Uses Monitor the following: H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Paid Family Leave, generally

Client expense: $440,000 · Firm income: Not reported

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

HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax provisions in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive Tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on individuals itemized deductions for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credit HR 2103, S 1026- The Tax Fairness for Workers Act S 4067- American Assistance for American Companies Act HR 6579- CARES Windfall for the Wealthiest Repeal Act Refundable Business Tax Credits

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promote recurring cash payments as a response to the pandemic including: Sec 2201 HR 748 CARES Act -- one-time payment to most people; Emergency Money to the People Act HR 6496 and Automatic Boost to Communities Act HR 6553 -- monthly payments to people until economy recovers; S 3516 Emergency Family Relief Act -- monthly payment to families until health emergency ends. Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $670,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3157/S.1138 - Working Families Tax Relief Act (A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes)

Client expense: $37,131 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promoting adequate income for families with infants and toddlers: Earned Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157; Advancing Support for Working Families Act (S. 2976, H.R. 5296); Emergency Paid Sick Days and Paid Family Leave in FFCRA, PL 116-127

Client expense: $90,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1138/H.R.3157 -- Working Families Tax Relief Act of 2019 S.803/H.R.1869 - Restoring Investment in Improvements Act

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Monitor the following: Paid Family Leave, generally Private School Voucher Programs, Tax clarification issues

Client expense: $410,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 763 - Energy Innovation and Carbon Dividend Act of 2019 H.R. 3157 - Working Families Tax Relief Act of 2019 H.R. 3300 - Economic Mobility Act of 2019; all provisions included in the bill as well as renewable energy provisions that were excluded from the bill H.R. 3966 - The Raise Wages, Cut Carbon Act of 2019 H.R. 4058 - Stemming Warming and Augmenting Pay (SWAP) Act 9 H.R. 4142 - the America Wins Act of 2019 H.R. 6463 - MARKET CHOICE Act of 2019 S. 1128 - American Opportunity Carbon Fee Act of 2019 S.1138 - A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes. S. 2284 - The Climate Action Rebate Act of 2019 Unnamed bill in the Senate relating to tax extenders and the expansion of the Earned Income Tax Credit and Child Tax Credit; clean energy tax credits

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, The Worker Relief and Credit Reform Act (HR 5271)to expand and modernize the Earned Income Tax Credit Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support the End Double Taxation of Successful Civil Claims Act, which changes tax law so that plaintiffs that win consumer fraud and sexual harassment cases are not liable for taxes on funds awarded to their attorney Support H.R. 3157 / S. 1138, the Working Families Tax Relief Act (WFTRA,), which would lift millions of American families and children out of poverty by significantly strengthening the highly successful Earned Income Tax Credit (EITC) and Child Tax Credit.

Client expense: $72,500 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Agriculture, Dept of (USDA), Consumer Financial Protection Bureau (CFPB), Education, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), U.S. Postal Service (USPS), White House Office

H.R. 3157/S.1138 - Working Families Tax Relief Act (A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes)

Client expense: $26,706 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1138/H.R.3157 - A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes (The Working Families Tax Relief Act) - provisions related to the Earned Income Tax Credit, the Child Tax Credit, and Puerto Rico. H.R.3300 - Economic Mobility Act of 2019 - provisions related to the Earned Income Tax Credit and the Child Tax Credit S.803/H.R.1869 - Restoring Investment in Improvements Act

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety S.309, For the 99.8% Act, Entirety H.R.748, Health Benefits Tax Repeal, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R.748/S.684, Middle Class Health Benefits Tax Repeal Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety S.J.Res.50, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to "Contributions in Exchange for State or Local Tax Credits", SALT Tax dediction

Client expense: $450,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

Promoting adequate income for families with infants and toddlers: Earned Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157; Advancing Support for Working Families Act (S. 2976, H.R. 5296)

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Child Tax Credit (CTC); Child Tax Credit Equity for Puerto Rico Act of 2019 (H.R.302/S. 698), American Family Act of 2019 (H.R. 1560/S. 690), Working Families Tax Relief Act of 2019 (H.R. 3157/S. 1138); Economic Mobility Act of 2019 (H.R. 3300); Earned Income Tax Credit

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Child Tax Credit (CTC); Child Tax Credit Equity for Puerto Rico Act of 2019 (H.R.302/S. 698), American Family Act of 2019 (H.R. 1560/S. 690), Working Families Tax Relief Act of 2019 (H.R. 3157/S. 1138); Economic Mobility Act of 2019 (H.R. 3300); Earned Income Tax Credit

Client expense: Not reported · Firm income: $110,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Child Tax Credit (CTC); Child Tax Credit Equity for Puerto Rico Act of 2019 (H.R.302/S. 698), American Family Act of 2019 (H.R. 1560/S. 690), Working Families Tax Relief Act of 2019 (H.R. 3157/S. 1138); Economic Mobility Act of 2019 (H.R. 3300); Earned Income Tax Credit

Client expense: Not reported · Firm income: $70,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Parity issues as related to the Child Tax Credit (CTC) and the Earned Income Tax Credit (EITC), including H.R. 302/S.698 - Child Tax Credit Equity for Puerto Rico Act of 2019, H.R. 1560/S. 690 - American Family Act of 2019, H.R. 3157/S. 1138 - Working Families Tax Relief Act of 2019, and H.R.3300 - Economic Mobility Act of 2019.

Client expense: $80,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Improving retirement and security of home care workers SJ Res 50- Prevent Implementation of the State and Local Tax Deduction Modification HR 5377- Restoring Tax Fairness for States and Localities Act HR 4857, S 309- For the 99.8% Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act HR 2513- Corporate Transparency Act Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue HR 1142- Stop the Attack on Local Taxpayers Act of 2019 (SALT Act) HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- Amend Internal Revenue Code of 1986 to raise the limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019 HR 1398, S 172- Health Insurance Tax Relief Act of 2019 HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $560,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Child Tax Credit (CTC); Child Tax Credit Equity for Puerto Rico Act of 2019 (H.R. 302/S. 698); American Family Act of 2019 (H.R. 1560/S. 690); Working Families Tax Relief Act of 2019 (H.R. 3157/S. 1138); Economic Mobility Act of 2019 (H.R. 3300); Earned Income Tax Credit

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Promote cash policies to end poverty and rebuild the middle class. Build support for policies that promote a Cost-of-Living Refund -- a bold expansion of the Earned Income Tax Credit that would benefit nearly half of all Americans and lift nearly 15 million people out of poverty. Specific legislation includes: The Cost-of-Living Refund Act (S.527, HR 1431) to expand the Earned Income Tax Credit (EITC) -- increasing benefits across a wider income range, expanded definition of work to include caregivers and low income students; The LIFT Act (S.4) to create a monthly refundable tax credit to working Americans including low income students; The EITC Modernization Act (HR 1436) to update EITC definitions to include caregivers and low income students and provide for monthly payments; The BOOST Act -- HR 3590 to to establish a refundable tax credit to increase the take-home pay of American workers and enhance their financial stability, Build support for other cash policies including: Working Families Tax Relief Act (HR 3157 and S 1138) to expand tax credits for working families including the EITC and Child Tax Credit (CTC); American Family Act (S. 690) to expand the CTC; and Tax Filing Simplification Act (S 1194, HR 2297) to ease the tax filing process for millions of American taxpayers and reduce their costs.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support S. 1138 / HR 3157, the Brown - Bennet - Durbin / Kildee - Evans Working Families Tax Relief Act, which would expand the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC) Support $15 million dollars in FY 2020 for the Statewide Family Engagement Centers program. Support HR 860 / S.269 the Social Security 2100 Act to preserve and expand social security

Client expense: $72,500 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Army, Dept of (Corps of Engineers), Bureau of Alcohol Tobacco Firearms & Explosives, Bureau of Citizenship & Immigration Services (BCIS), Bureau of the Census, Centers For Disease Control & Prevention (CDC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Economic Development Administration, Education, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Motor Carrier Safety Administration, Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Policy Development, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), White House Office

Support the American Housing and Economic Mobility Act, which would: ramp up investments at the federal level to build an estimated 3 million new housing units aimed at lower-income and middle-class families in urban, suburban, and rural areas; establish down-payment assistance programs in communities that were shut out of homeownership by redlining and segregation practices; create hard-to-refuse incentives for local governments to eliminate land use rules that currently drive up costs and reduce the construction of new affordable housing; provide support to underwater borrowers, primarily in suburban and rural communities; modernize the Community Reinvestment Act so it covers more financial institutions and promotes more sustainable investments in LMI communities; update the Fair Housing Act of 1968 to prevent discrimination against people because of sexual orientation, gender identity, marital status, source of income, or veterans status; return the estate tax thresholds to their levels at the end of the Bush Administration - affecting about 10,000 of the wealthiest families in the country - in order to fund the provisions in the bill Support an expansion of the Earned Income Tax Credit and the Child Tax Credit; support S 1138 Support S. 1138 / HR 3157, the Brown - Bennet - Durbin / Kildee - Evans Working Families Tax Relief Act, which would expand the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC) Support the Corporate Transparency Act of 2019, which would end the incorporation of anonymous shell companies in the U.S.

Client expense: $72,500 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Army, Dept of (Corps of Engineers), Bureau of Alcohol Tobacco Firearms & Explosives, Bureau of Citizenship & Immigration Services (BCIS), Bureau of the Census, Centers For Disease Control & Prevention (CDC), Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Economic Development Administration, Education, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Motor Carrier Safety Administration, Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Policy Development, Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), White House Office

Earner Income Tax Credit, Child Tax Credit, Working Families Tax Relief Act (HR 3157)

Client expense: $90,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3157, Working Families Tax Relief Act, Entirety Save for Success related issues S.309, For the 99.8% Act, Entirety H.R.748, Health Benefits Tax Repeal, Entirety Monitor the following: H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety H.R.748/S.684, Middle Class Health Benefits Tax Repeal Act, Entirety

Client expense: $350,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE