Pell Grant Flexibility Act of 2019

-Higher Education Tax Proposals to Support Students and Institutions. Including: Repeal the taxability of scholarship and grant aid, including for Pell Grants; Enhance higher education tax credits; Enhance charitable giving; Expand and modernize employer provided education assistance (Section 127); and Repeal the Unrelated Business Income Tax (UBIT) basketing provision. -H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 4174 and S. 2455, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits (all provisions). -H.R.5376, Build Back Better Act - Reconciliation legislation that would eliminate tax liability for Pell Grants and eliminate the AOTC offset from Pell grants.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-Higher Education Tax Proposals to Support Students and Institutions. Including: Repeal the taxability of scholarship and grant aid, including for Pell Grants; Enhance higher education tax credits; Enhance charitable giving; Expand and modernize employer provided education assistance (Section 127); and Repeal the Unrelated Business Income Tax (UBIT) basketing provision. -H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 4174 and S. 2455, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits (all provisions). -H.R.5376, Build Back Better Act - Reconciliation legislation that would eliminate tax liability for Pell Grants and eliminate the AOTC offset from Pell grants.

Client expense: $10,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE

H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant. H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant. S. 847, Student Loan Tax Elimination Act - Eliminates the origination fee on federal student loans. Origination fees are the fees lenders charge for processing new loan applications. H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits. Build Back Better Act - Reconciliation legislation that would authorize Americas College Promise, Student Success Grant Program, provide additional community college-led workforce training, Increase the maximum award for Pell, eliminate tax liability for Pell Grants, provide additional funding for TAACCCT, and eliminate the AOTC offset from Pell grants, and provide a pathway to citizenship for DACA recipients. S. 847, Student Loan Tax Elimination Act - Eliminates the origination fee on federal student loans. Origination fees are the fees lenders charge for processing new loan applications. H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits.

Client expense: $15,000 · Firm income: Not reported

-Higher Education Tax Proposals to Support Students and Institutions. Including: Repeal the taxability of scholarship and grant aid, including for Pell Grants; Enhance higher education tax credits; Enhance charitable giving; Expand and modernize employer provided education assistance (Section 127); and Repeal the Unrelated Business Income Tax (UBIT) basketing provision. -H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 4174 and S. 2455, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits (all provisions). -Build Back Better Act - Reconciliation legislation that would eliminate tax liability for Pell Grants and eliminate the AOTC offset from Pell grants.

Client expense: $10,000 · Firm income: Not reported

Government targets: Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE

H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant. H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant. S. 847, Student Loan Tax Elimination Act - Eliminates the origination fee on federal student loans. Origination fees are the fees lenders charge for processing new loan applications. H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits. Build Back Better Act - Reconciliation legislation that would authorize Americas College Promise, Student Success Grant Program, provide additional community college-led workforce training, Increase the maximum award for Pell, eliminate tax liability for Pell Grants, provide additional funding for TAACCCT, and eliminate the AOTC offset from Pell grants, and provide a pathway to citizenship for DACA recipients. S. 847, Student Loan Tax Elimination Act - Eliminates the origination fee on federal student loans. Origination fees are the fees lenders charge for processing new loan applications. H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits.

Client expense: $15,000 · Firm income: Not reported

-Higher Education Tax Proposals to Support Students and Institutions in the American Jobs and American Families Plans Legislation. Including: Repeal the taxability of scholarship and grant aid, including for Pell Grants; Expand Section 179D energy efficiency construction; enhance bond programs; Enhance higher education tax credits; Enhance charitable giving; Expand and modernize employer provided education assistance (Section 127); and Repeal the Unrelated Business Income Tax (UBIT) basketing provision. -H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant (all provisions). -H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits (all provisions).

Client expense: $10,000 · Firm income: Not reported

Government targets: Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE

H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant. H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant. S. 847, Student Loan Tax Elimination Act - Eliminates the origination fee on federal student loans. Origination fees are the fees lenders charge for processing new loan applications. H.R. 4174, Tax Free Pell Grant Act - Expands the usage of Pell Grants on a tax-free basis, improves coordination with the American Opportunity Tax Credit (AOTC) and ensures students do not lose out on any AOTC benefits.

Client expense: $15,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 3803, Pell Grant Flexibility Act- Amends the Internal Revenue Code to exclude from gross income any amount received as a Federal Pell Grant. H.R. 6749, American Opportunity Student Tax Relief Act- Extends and modifies the American Opportunity Tax Credit and excludes from gross income any amount received as a Federal Pell Grant.

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, White House Office

Reauthorization of the Higher Education Act, including the Student Aid Improvement Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S. 2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); workforce and manufacturing proposals (S. 3273, S. 3704, and H.R. 6646); general programmatic support for community college programs; and policy issues and funding related to institutions of higher education and the federal response to the COVID-19 virus, including implementation of the CARES Act (P.L. 116-136), Coronavirus Relief Flexibility for Students and Institutions Act (S. 3947), the HEROES Act (H.R. 6800), the Coronavirus Response Additional Supplemental Appropriations Act, 2020 (S. 4320), and the Safely Back to School and Back to Work Act (S. 4322), and the Consolidated Appropriations Act, 2021 (H.R. 133).

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

Reauthorization of the Higher Education Act, including the Student Aid Improvement Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S. 2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); workforce and manufacturing proposals (S. 3273, S. 3704, and H.R. 6646); general programmatic support for community college programs; and policy issues and funding related to institutions of higher education and the federal response to the COVID-19 virus, including implementation of the CARES Act (P.L. 116-136), Coronavirus Relief Flexibility for Students and Institutions Act (S. 3947), the HEROES Act (H.R. 6800), the Coronavirus Response Additional Supplemental Appropriations Act, 2020 (S. 4320), and the Safely Back to School and Back to Work Act (S. 4322).

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

Reauthorization of the Higher Education Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S. 2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); workforce and manufacturing proposals (S. 3273, S. 3704, and H.R. 6646); general programmatic support for community college programs; and policy issues and funding related to institutions of higher education and the federal response to the COVID-19 virus, including Coronavirus Relief Flexibility for Students and Institutions Act (S. 3947), the CARES Act (S. 3548), the HEROES Act (H.R. 6800), and the HEALS Act (S. 1624).

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

Reauthorization of the Higher Education Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S.2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); workforce and manufacturing proposals (S. 3273, S. 3704, and H.R. 6646); general programmatic support for community college programs; and policy issues and funding related to institutions of higher education and the federal response to the COVID-19 virus, including S. 3947, S. 3548, and H.R. 6800.

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

Reauthorization of the Higher Education Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S.2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); general programmatic support for community college programs; and policy issues related to institutions of higher education and the federal response to the COVID-19 virus.

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

Reauthorization of the Higher Education Act (S. 2557) and the College Affordability Act (H.R. 4674); time to completion for graduation rates (H.R. 3354/S. 3115); competency-based education (S.2608/H.R. 4706); student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696, H.R. 5363), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); general programmatic support for community college programs.

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

1. S. 2548, Safe Schools Improvement Act, Entirety 2. H.R.865/S.266, Rebuild Americas Schools Act, Entirety 3. H.R.2441/S.1203, the What You Can Do for Your Country Act, Entirety 4. Reauthorization of the Higher Education Act, Entirety 5. H.R.4212/S.2250, Americas College Promise Act of 2019, Entirety 6. H.R.3512/S.867, Preventing Risky Operations from Threatening the Education and Career Trajectories of Students Act of 2019 (PROTECT Students Act), Entirety 7. H.R.3926/S.1387, Consider Teachers Act, Entirety 8. H.R.3179/S.1775, Protecting Our Students and Taxpayers Act of 2019 or POST Act of 2019, Entirety 9. Teacher loan forgiveness programs 10. Public Service Loan Forgiveness (PSLF), Improvements and generally 11. Public Service Loan Forgiveness (PSLF) Inclusion 12. Teacher pay related issues 13. Teacher Preparation related issues 14. Teacher shortages related issues 15. Teacher diversity 16. Public Law 116-13, Recognizing Achievement in Classified School Employees Act, Implementation 17. Teaching Climate Change in Schools 18. H.R.3662, Relief for Defrauded Students Act, Entirety 19. H.R.3761, Protecting Access to Student Transcripts Act, Entirety 20. H.R.3803, Pell Grant Flexibility Act, Entirety 21. H.R.3887/S.2235, Student Loan Debt Relief Act, Entirety 22. S.1516, Promoting Readiness in Education to Prevent Additional Remediation and Expense Act, Entirety 23. Income Share Agreements, generally 24. H.R.3112, For-Profit Fraud Act, Entirety 25.H.R.3369, Defending All Veterans In Education Act, Entirety 26.H.R.3487, Protections and Regulation for Our Students Act, Entirety 27.H.R.4206, Student and Taxpayer Protection Act, Entirety 28.Student Loan Servicing Reform and Consumer Protection related issues 29.Fair Student Loan Debt Collection Practices related issues 30.H.R.4545, Private Loan Disability Discharge, Entirety 31.H.R.2833, CFPB Student Loan Integrity and Transparency Act, Entirety 32.Investigating Income-Share Agreements Act related issues 33.H.R.4216, Strengthening Financial Aid for Students (Strengthening FAFSA) Act, Entirety 34.H.R.3833, Streamlining Income-driven, Manageable Payments on Loans for Education (SIMPLE) Act, Entirety 35.H.R.4297, Enhance Access To SNAP (EATS) Act, Entirety 36.H.R.4342, Reducing Extra Teaching Authentication Impacting New (RETAIN) Teachers Act, Entirety 37.H.R.4391, Public Service Loan Forgiveness Modernization Act, Entirety 38.S.2523, Adjunct Faculty Loan Fairness Act, Entirety 39.H.R.4308, Cost Assistance Made Possible for Undergraduate Students (CAMPUS) Act, Entirety 40.H.R.4475, Higher Education Student Protection Act, Entirety 41.H.R.4502, Giving Relief and Dollars to Undergraduates for Adequate Time for Education (GRADUATE) Act, Entirety 42.H.R.4578, BETTER TEACH Act, Entirety 43.S.J.Res.56 / H.J.Res.76, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Education relating to "Borrower Defense Institutional Accountability", Borrower defense rule issues 44.Student Testing Improvement and Accountability related issues 45.H.R.4389, Supporting Providers of English Language Learning (SPELL) Act, Entirety 46.Families Learning and Understanding English Together 47.H.R.4107, Funding Early Childhood is the Right IDEA Act, Entirety 48.Family Friendly Schools issues 49.H.R.1364/S.568, Child Care for Working Families Act 50.H.R.2315/S.1172, Keep Our Promise to America's Children and Teachers (PACT) Act Monitor generally as follows: 51.Department of Education, Title IX 52.H.R.1878/S.866, the IDEA Full Funding Act 53.H.R.2006/S.943, College Equity Act 54.HR 3472/S.1947, College for All Act 55.S. 213/H.R. 787, the SOAR Reauthorization Act 56.H.R.3497/S.839, Jumpstart Our Businesses by Supporting Students (JOBS) Act 57.Title I-Improving the Academic Achievement of the Disadvantaged and General Provisions; Technical Amendments, Docket ID ED-2018-OESE-0106

-H.R. 3803 Pell Grant Flexibility Act -H.R. 582 Raise the Wage Act -S.2112 Domestic Workers Bill of Rights Act -S.2404 Build Local Hire Local Act -S.Res.304 - A resolution designating September 2019 as "National Workforce Development Month -H.Res.578 - Expressing support for the designation of September 2019 as "National Workforce Development Month" and recognizing the necessity of investing in workforce development to support workers and to help employers succeed in a global economy -S.2112 - Domestic Workers Bill of Rights Act -H.R.3760 - Domestic Workers Bill of Rights Act -H.Con.Res.30 - Recognizing the significance of equal pay and the disparity between wages paid to men and women. -H.R.1534 - Federal Employee Paid Leave Act -H.R. 1185 - FAMILY Act -H.R. 582 - Raise the Wage Act -S. 463 - FAMILY Act -S. 840 - Healthy Families Act -H.R. 1784 - Healthy Families Act

Client expense: $13,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Reauthorization of the Higher Education Act (S. 2557); time to completion for graduation rates (H.R. 3354); competency-based education; student outcome data system (S. 800/H.R. 1766); innovation in higher education (S. 1221); open educational resources; reverse transfer (H.R. 2768/S. 1490); student veterans issues; Universal Design for Learning; Federal Student Aid policies (H.R. 3674/S. 1696), including Pell grants (H.R. 3497/S. 839, H.R. 2168/S. 1074, H.R. 3803), work-study and campus-based aid, loan counseling, FAFSA simplification (H.R. 4240), and accountability; Child Care Access Means Parents in School programs (H.R. 2632/S. 1403); general programmatic support for community college programs.

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

Lobbying in support of legislation to improve the Department of Veterans Affairs Specially Adapted Housing program (H.R. 3504); to assist women veterans transitioning from active duty (H.R. 2942); to expand cannabis research capabilities at the Department of Veterans Affairs (H.R. 2676; H.R. 712); to accelerate implementation of the Asset and Infrastructure Review Commission (H.R. 3803); to improve airline travel for certain veterans with physical disabilities (H.R. 3356, S. 1881); to improve and expand on Department of Veterans Affairs mental health treatment, research, and partnership capabilities (H.R. 3495, S. 1906, S. 785); to repeal the law that reduces military Survivor Benefit Plan (SBP) annuities by the amount of any survivor benefits payable under the Department of Veterans Affairs Dependency and Indemnity Compensation (DIC) program; to extend veteran access to Achieving a Better Life Experience accounts (H.R. 1814, S. 651); to improve bankruptcy laws for combat-disabled veterans (H.R. 2938). Lobbying in opposition to legislation regarding Department of Veterans Affairs health providers ability to educate patients on medicinal cannabis (H.R. 2677, H.R. 1647).

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