Don’t Tax Higher Education Act

H.R. 4438 - Dont Tax Higher Education Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $59,400 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

H.R. 2528 - STEM Opportunities Act of 2019 H.R. 2486 - FUTURE Act H.R. 4438 - Dont Tax Higher Education Act H.R. 4674 - College Affordability Act S.939 - CONFUCIUS Act S. 1121 - College Transparency Act S. 2124 - Skin in the Game Act S. 2557 - Student Aid Improvement Act of 2019 S. 3313 - Foreign Influence Transparency Act S. 3997- Safeguarding American Innovation Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $59,400 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

S. 4032/H.R. 7324 - Universal Giving Pandemic Response Act - allows non-itemizing taxpayers to deduct charitable gifts up to 1/3 of the standard deduction through 2020 (roughly $4K indivs/$8K couples). Also allows taxpayers to deduct charitable gifts made between Jan. 1, 2020 and July 15, 2020 on their 2019 tax returns. H.R. 651 Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers H.R. 1260 - expands the charitable deduction to non-itemizing taxpayers Universal Charitable Giving Act (H.R. 5392)- expands the charitable deduction to non-itemizing taxpayers Don't Tax Higher Education (H.R. 4438) - repeals excise tax on net investment income at certain private colleges and universities. H.R. 3832 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. S.1257 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 133 Consolidated Appropriations Act, 2021 - advocated for expanded and extended universal charitable deduction for inclusion in the Act during House and Senate consideration.

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

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

COVID-19 tax relief Paid sick and Family Medical Leave Act tax credit Tax-exempt bonds P.L. 115-97 - H.R. 1, Tax Cut and Jobs Act H.R. 4438 - Don't Tax Higher Education Act H.R. 3300 - the Economic Mobility Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable Sector Issues HR4438 Don't Tax Higher Education Act HR6800 Health and Economic Recovery Omnibus Emergency Solutions Act HEALS Act HR8409; HR925 The Heroes Act HR 133 Consolidated Appropriations Act, 2021

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

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS)

We advocate for the repeal of or temporary relief from the private university endowments excise tax. Support HR 4438, the Don't Tax Higher Education Act. Endowment tax repeal/relief related to HR 6800 (the Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act) and The Health, Economic Assistance, Liability Protection and Schools Act or the HEALS Act. HR 4674, the College Affordability Act.

Client expense: $50,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Economic Development Administration, Education, Dept of, Energy, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Minority Business Development Agency, Natl Aeronautics & Space Administration (NASA), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS), U.S. Immigration & Customs Enforcement (ICE)

Higher Education Act reauthorization, Higher Education Act (Sec. 117 gifts/donations reporting), private university endowments excise tax, Title IX issues, open educational resources, COVID-19 pandemic response and recovery costs funding, and pandemic liability protections/temporary protection for colleges/universities from the trial bar legislation. HR 4674, the College Affordability Act. HR 4438, the Don't Tax Higher Education Act. HR 748, the CARES Act (Coronavirus Aid, Relief, and Economic Security Act). S 3837, the COVID-19 Vaccine Research Protection Act. HR 7308, RISE Act (Research Investment to Spark the Economy Act). H.R. 8044, Supporting Early-Career Researchers Act.

Client expense: $50,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Economic Development Administration, Education, Dept of, Energy, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Minority Business Development Agency, Natl Aeronautics & Space Administration (NASA), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS), U.S. Immigration & Customs Enforcement (ICE)

S. 145 by SCOTT (R-SC) CHOICE Act S. 233 by BLACKBURN (R-TN) a resolution on freedom of speech at institutions of higher education S. 235 by COONS (D-DE) Teachers Are Leaders Act S. 342 by YOUNG (R-IN) Advanced International and Foreign Language Education Act S. 416 by CARDIN (D-MD) FAFSA Fairness Act of 2019 S. 460 by THUNE (R-SD) Employer Participation in Repayment Act S. 632 LANKFORD (R-OK) Lessening Impediments from Taxes (LIFT) Act S. 672 by SHATZ (D-HI) Debt Free College S. 681 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 752 by KAINE (D-VA) Preparing and Retaining Education Professionals Act S. 800 by CASSIDY (R-LA) College Transparency Act S. 830 by GILLIBRAND (D-NY) a bill to amend the Federal Work-Study program to permit institutions of higher education to use their Federal Work-Study allocations for full-time, off-campus cooperative education and work-based learning S. 839 by KAINE (D-VA) a bill to extend Federal Pell Grant eligibility of certain short-term programs S. 852 by SCOTT (R-SC) Anti-Semitism Awareness Act of 2019 S. 1279 by JONES (D-AL) FUTURE Act S. 2143 by WARREN (D-MA) College Student Hunger Act S. 2557 by ALEXANDER (R-TN) Student Aid Improvement Act S. 3028 by REED (D-RI) Partnership for Affordability and Student Success S. 3503 by MORAN (R-KS) a bill to allow Secretary of Veterans Affairs to adjust the treatment of distance education for the purpose of GI bill benefits because of COVID-19 S. 3701 by KLOBUCHAR (D-MN) Supporting Connectivity for Higher Education Students in Need Act S. 4081 by STABENOW (D-MI) The Reopen Schools Safety Act S. 4112 by MURRAY (D-WA) the Coronavirus Child Care and Education Relief Act S. 4317 by CORNYN (R-TX) SAFE TO WORK ACT S. 4320 by SHELBY (R-AL) Coronavirus Response Additional Supplemental Appropriations Act of 2020 H.R. 5 by CICILLINE (D-RI) Equality Act H.R. 6 by ROYBAL-ALLARD (D-CA) American Dream and Promise Act H.R. 63 by BANKS (R-IN) Student Loan Disclosure Modernization Act H.R. 6814 by ESHOO (D-CA) Supporting Connectivity for Higher Education Students in Need Act H.R. 748 by COURTNEY (D-CT) CARES Act H.R. 925 by LOWEY (D-NY) House Amendment to Senate Amendment, Heroes Act 2.0 H.R. 1043 by PETERS (D-CA) Employer Participation in Repayment Act H.R. 1044 by LOFGREN (D-CA) Fairness for High Skilled Immigrants Act of 2019 H.R. 1075 by CUMMINGS (D-MD) FAFSA Fairness Act of 2019 H.R. 1161 by CLEAVER (D-MO) Student Loan Disclosure Modernization Act H.R. 1298 by LEWIS (D-GA) Higher Education Dream Act H.R. 1565 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 1571 by POCAN (D-WI) Debt Free College H.R. 1766 by MITCHELL (R-MI) College Transparency Act H.R. 1865 by PASCRELL (D-NJ) FY2020 Consolidated Appropriations H.R. 1994 by NEAL (D-MA) Setting Every Community Up for Retirement Act (SECURE Act) H.R. 2006 by SHALALA (D-FL) College Equity Act H.R. 2486 by ADAMS (D-NC) FUTURE Act H.R. 2574 by SCOTT (D-VA) Equity and Inclusion Enforcement Act of 2019 H.R. 2875 by MALONEY (D-NY) Ravi Thackurdeen Safe Students Study Abroad Act H.R. 3126 by GALLEGO (D-AZ) Collegiate Freedom of Association Act H.R. 3300 by NEAL (D-MA) Economic Mobility Act of 2019 H.R. 3809 by LAWSON (D-FL) College Student Hunger Act H.R. 3877 by YARMUTH (D-KY) Bipartisan Budget Act of 2019 H.R. 4193 by SHALALA (D-FL) Student Loan Disclosure Transparency Act H.R. 4408 by HASSAN (D-NH) the Upskilling and Retraining Assistance Act of 2020 H.R. 4438 by BOYLE (D-PA) Dont Tax Higher Education Act H.R. 4497 by SHALALA (D-FL) Protecting Student Aid Act H.R. 4608 by KILMER (D-WA) Pell Plus Act H.R. 4615 by SHALALA (D-FL) Stop College Closures Act H.R. 4625 by LEVIN (D-CA) Protect the GI Bill Act H.R. 4674 by SCOTT (D-VA) College Affordability Act H.R. 4849 by SMITH (R-MO) Upward Mobility Act H.R. 5331 by STEWART (R-UT) Fairness for All Act H.R. 5363 by ADAMS (D-NC) FUTURE Act H.R. 6201 by LOWEY (D-NY) Families First Coronavirus Response Act H.R. 6275 by SCOTT (D-VA) Supporting Students in Response to Coronavirus Act H.R. 6749, by DOGGETT (D-TX) legislation to expand the American Opportunity Student Tax Relief of 2020 and other higher education tax relief measures H.R. 6800 by LOWEY (D-NY) the Heroes Act H.R. 6814 by ESHOO (D-CA) Connectivity for Higher Education Students in Need Act H.R. 7010 by COURTNEY (D-CT) Paycheck Protection Program (PPP) Flexibility Act of 2020 H.R. 7011 by MALONEY (D-NY) the Pandemic Risk Insurance Act of 2020 H.J. Res. 56 by DURBIN (D-IL) 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 H.J. Res. 76 by LEE (D-NV) 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 H.Res.191 by ROE (R-TN) a resolution on freedom of speech at institutions of higher education

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

Government targets: Education, Dept of, Federal Communications Commission (FCC), Internal Revenue Service (IRS), Treasury, Dept of, White House Office

Coronavirus, COVID-19 tax relief Paid sick and Family Medical Leave Act tax credit Tax-exempt bonds P.L. 115-97 - H.R. 1, Tax Cut and Jobs Act H.R. 4438 - Don't Tax Higher Education Act H.R. 3300 - the Economic Mobility Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Encouraged Representatives, Senators, and legislative staff to support and expand the employee retention payroll tax credit; expand availability of tax-exempt bond financing for non-profit institutions; reinstate advance refunding bonds as part of coronavirus relief legislation. (HR 6800) Encouraged Representatives, Senators, and legislative staff to repeal the endowment tax. (HR 4438)

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)

H.R. 4438 - Dont Tax Higher Education Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $280,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

H.R.5733 - FIRM Act H.R. 2528 - STEM Opportunities Act of 2019 H.R. 2486 - FUTURE Act H.R. 4438 - Dont Tax Higher Education Act H.R. 4674 - College Affordability Act H.R. 6194 - To authorize the Secretary of Veterans Affairs to treat certain programs of education converted to distance learning by reason of emergencies and health-related situations in the same manner as programs of education pursued at educational institutions, and for other purposes. S. 939 - CONFUCIUS Act S. 1198 - Senator Paul Simon Study Abroad Program Act of 2019 S. 1121 - College Transparency Act S. 2124 - Skin in the Game Act S. 2557 - Student Aid Improvement Act of 2019 S. 3313 - Foreign Influence Transparency Act S. 3997- Safeguarding American Innovation Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $280,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

H.R. 1260: To amend the Internal Revenue Code of 1986 to extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, entire bill. H.R. 4438: Don't Tax Higher Education Act. entire bill.

Client expense: $98,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HEALS Act - provision involving Endowments HR4438 Don't Tax Higher Education Act

Client expense: $85,958 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS)

S. 4032/H.R. 7324 - Universal Giving Pandemic Response Act - allows non-itemizing taxpayers to deduct charitable gifts up to 1/3 of the standard deduction through 2020 (roughly $4K indivs/$8K couples). Also allows taxpayers to deduct charitable gifts made between Jan. 1, 2020 and July 15, 2020 on their 2019 tax returns. H.R. 651 Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers H.R. 1260 - expands the charitable deduction to non-itemizing taxpayers Universal Charitable Giving Act (H.R. 5392)- expands the charitable deduction to non-itemizing taxpayers Don't Tax Higher Education (H.R. 4438) - repeals excise tax on net investment income at certain private colleges and universities. H.R. 3832 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. S.1257 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 6800 - HEROES Act - advocated for expanded above-the-line, universal charitable deduction for inclusion in the Act during House consideration. Senate HEALs Act - advocated for expanded above-the-line, universal charitable deduction for inclusion in the Act during Senate consideration. S. 178 - Delivering Immediate Relief to America's Families, Schools and Small Businesses Act - advocated for expanded above-the-line, universal charitable deduction for inclusion in the Act during Senate consideration.

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

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

Monitor H.R.4438, Don't Tax Higher Education Act, Endowment tax related issues

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

Government targets: SENATE

Charitable Sector Issues HR4438 Don't Tax Higher Education Act HR6800 Health and Economic Recovery Omnibus Emergency Solutions Act HEALS Act HR8409; HR925 The Heroes Act

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

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS)

S. 145 by SCOTT (R-SC) CHOICE Act S. 233 by BLACKBURN (R-TN) a resolution on freedom of speech at institutions of higher education S. 235 by COONS (D-DE) Teachers Are Leaders Act S. 342 by YOUNG (R-IN) Advanced International and Foreign Language Education Act S. 416 by CARDIN (D-MD) FAFSA Fairness Act of 2019 S. 460 by THUNE (R-SD) Employer Participation in Repayment Act S. 632 LANKFORD (R-OK) Lessening Impediments from Taxes (LIFT) Act S. 672 by SHATZ (D-HI) Debt Free College S. 681 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 752 by KAINE (D-VA) Preparing and Retaining Education Professionals Act S. 800 by CASSIDY (R-LA) College Transparency Act S. 830 by GILLIBRAND (D-NY) a bill to amend the Federal Work-Study program to permit institutions of higher education to use their Federal Work-Study allocations for full-time, off-campus cooperative education and work-based learning S. 839 by KAINE (D-VA) a bill to extend Federal Pell Grant eligibility of certain short-term programs S. 852 by SCOTT (R-SC) Anti-Semitism Awareness Act of 2019 S. 1279 by JONES (D-AL) FUTURE Act S. 2143 by WARREN (D-MA) College Student Hunger Act S. 2557 by ALEXANDER (R-TN) Student Aid Improvement Act S. 3028 by REED (D-RI) Partnership for Affordability and Student Success S. 3503 by MORAN (R-KS) a bill to allow Secretary of Veterans Affairs to adjust the treatment of distance education for the purpose of GI bill benefits because of COVID-19 S. 3701 by KLOBUCHAR (D-MN) Supporting Connectivity for Higher Education Students in Need Act S. 4081 by STABENOW (D-MI) The Reopen Schools Safety Act S. 4112 by MURRAY (D-WA) the Coronavirus Child Care and Education Relief Act H.R. 5 by CICILLINE (D-RI) Equality Act H.R. 6 by ROYBAL-ALLARD (D-CA) American Dream and Promise Act H.R. 63 by BANKS (R-IN) Student Loan Disclosure Modernization Act H.R. 6814 by ESHOO (D-CA) Supporting Connectivity for Higher Education Students in Need Act H.R. 748 by COURTNEY (D-CT) CARES Act H.R. 1043 by PETERS (D-CA) Employer Participation in Repayment Act H.R. 1044 by LOFGREN (D-CA) Fairness for High Skilled Immigrants Act of 2019 H.R. 1075 by CUMMINGS (D-MD) FAFSA Fairness Act of 2019 H.R. 1161 by CLEAVER (D-MO) Student Loan Disclosure Modernization Act H.R. 1298 by LEWIS (D-GA) Higher Education Dream Act H.R. 1545 by WALKER (R-NC) legislation to repeal the tax on mass transit benefits for nonprofit employers H.R. 1565 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 1571 by POCAN (D-WI) Debt Free College H.R. 1766 by MITCHELL (R-MI) College Transparency Act H.R. 1865 by PASCRELL (D-NJ) FY2020 Consolidated Appropriations H.R. 1994 by NEAL (D-MA) Setting Every Community Up for Retirement Act (SECURE Act) H.R. 2006 by SHALALA (D-FL) College Equity Act H.R. 2486 by ADAMS (D-NC) FUTURE Act H.R. 2875 by MALONEY (D-NY) Ravi Thackurdeen Safe Students Study Abroad Act H.R. 3126 by GALLEGO (D-AZ) Collegiate Freedom of Association Act H.R. 3300 by NEAL (D-MA) Economic Mobility Act of 2019 H.R. 3809 by LAWSON (D-FL) College Student Hunger Act H.R. 3877 by YARMUTH (D-KY) Bipartisan Budget Act of 2019 H.R. 4193 by SHALALA (D-FL) Student Loan Disclosure Transparency Act H.R. 4438 by BOYLE (D-PA) Dont Tax Higher Education Act H.R. 4497 by SHALALA (D-FL) Protecting Student Aid Act H.R. 4608 by KILMER (D-WA) Pell Plus Act H.R. 4615 by SHALALA (D-FL) Stop College Closures Act H.R. 4625 by LEVIN (D-CA) Protect the GI Bill Act H.R. 4674 by SCOTT (D-VA) College Affordability Act H.R. 4849 by SMITH (R-MO) Upward Mobility Act H.R. 5331 by STEWART (R-UT) Fairness for All Act H.R. 5363 by ADAMS (D-NC) FUTURE Act H.R. 6201 by LOWEY (D-NY) Families First Coronavirus Response Act H.R. 6275 by SCOTT (D-VA) Supporting Students in Response to Coronavirus Act H.R. 6749, by DOGGETT (D-TX) legislation to expand the American Opportunity Student Tax Relief of 2020 and other higher education tax relief measures H.R. 6800 by LOWEY (D-NY) the Heroes Act H.R. 6814 by ESHOO (D-CA) Connectivity for Higher Education Students in Need Act H.R. 7010 by COURTNEY (D-CT) Paycheck Protection Program (PPP) Flexibility Act of 2020 H.R. 7011 by MALONEY (D-NY) the Pandemic Risk Insurance Act of 2020 H.J. Res. 56 by DURBIN (D-IL) 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 H.J. Res. 76 by LEE (D-NV) 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 H.Res.191 by ROE (R-TN) a resolution on freedom of speech at institutions of higher education

Client expense: $120,000 · Firm income: Not reported

Government targets: Education, Dept of, Federal Communications Commission (FCC), Internal Revenue Service (IRS), Treasury, Dept of, White House Office

We advocate for the repeal of or temporary relief from the private university endowments excise tax. Support HR 4438, the Don't Tax Higher Education Act. Endowment tax repeal/relief related to S 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act; HR 748, the CARES Act (Coronavirus Aid, Relief, and Economic Security Act). Taxability of CARES Act funds for emergency financial aid grants to students. HR 4674, the College Affordability Act.

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Immigration & Customs Enforcement (ICE)

Higher Education Act reauthorization, Higher Education Act (Sec. 117 gifts/donations reporting), private university endowments excise tax, Title IX issues, open educational resources, COVID-19 pandemic response and recovery costs funding, Taxability of CARES Act funds for emergency financial aid grants to students, and pandemic liability protections/temporary protection for colleges/universities from the trial bar legislation. HR 4674, the College Affordability Act. HR 4438, the Don't Tax Higher Education Act. HR 748, the CARES Act (Coronavirus Aid, Relief, and Economic Security Act). S 3837, the COVID-19 Vaccine Research Protection Act. HR 7308, RISE Act (Research Investment to Spark the Economy Act).

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Immigration & Customs Enforcement (ICE)

Coronavirus, COVID-19 tax relief Paid sick and Family Medical Leave Act tax credit Tax-exempt bonds P.L. 115-97 - H.R. 1, Tax Cut and Jobs Act H.R. 4438 - Don't Tax Higher Education Act H.R. 3300 - the Economic Mobility Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2528 - STEM Opportunities Act of 2019 H.R. 2486 - FUTURE Act H.R. 4438 - Dont Tax Higher Education Act H.R. 4674 - Higher Education Act Reauthorization/College Affordability Act H.R. 6194 - distance learning legislation S. 1198 - Senator Paul Simon Study Abroad Program Act of 2019 S. 1121 - College Transparency Act S. 2124 - Skin in the Game Act S. 2557 - Student Aid Improvement Act of 2019 S. 3191 - Industries of the Future Act of 2020 S. 3313 - Foreign Influence Transparency Act S. 3997- Safeguarding American Innovation Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $200,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE

S. 4032/H.R. 7324 - Universal Giving Pandemic Response Act - allows non-itemizing taxpayers to deduct charitable gifts up to 1/3 of the standard deduction through 2020 (roughly $4K indivs/$8K couples). Also allows taxpayers to deduct charitable gifts made between Jan. 1, 2020 and July 15, 2020 on their 2019 tax returns. H.R. 651 Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers H.R. 1260 - expands the charitable deduction to non-itemizing taxpayers Universal Charitable Giving Act (H.R. 5392)- expands the charitable deduction to non-itemizing taxpayers Don't Tax Higher Education (H.R. 4438) - repeals excise tax on net investment income at certain private colleges and universities. H.R. 3832 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. S.1257 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 6201 - Families First Coronavirus Response Act - expand tax credits for paid sick, family, medical leave to public colleges and universities. H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act - enactment and expansion of an above-the-line, or universal, charitable deduction, suspension of AGI limitations for charitable gifts, suspension of net investment income tax on certain private colleges and universities. H.R. 6800 - HEROES Act - advocated for expanded above-the-line, universal charitable deduction for inclusion in the Act during House consideration.

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

H.R. 1260: To amend the Internal Revenue Code of 1986 to extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, entire bill. H.R. 4438: Don't Tax Higher Education Act. entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor H.R.4438, Don't Tax Higher Education Act, Endowment tax related issues

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

Government targets: SENATE

Charitable Sector Issues Jobs and Tax Cut Act of 2017 Endowment Provisions HR513 Nonprofits Support Act HR4438 Don't Tax Higher Education Act HR748 Coronavirus Aid Relief and Economic Security Act of 2020 HR6800 Health and Economic Recovery Omnibus Emergency Solutions Act

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

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS)

HR 4438, the Dont Tax Higher Education Act, provisions related to taxation of colleges and universities.

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2528 - STEM Opportunities Act of 2019 H.R. 2486 - Fostering Undergraduate Talent by Unlocking Resources for Education Act H.R. 4438 - Dont Tax Higher Education Act H.R. 4674 - Higher Education Act Reauthorization/College Affordability Act H.R. 6194 - distance learning legislation S. 1198 - Senator Paul Simon Study Abroad Program Act of 2019 S. 1121 - College Transparency Act S. 2124 - Skin in the Game Act S. 2557 - Student Aid Improvement Act of 2019 S. 3191 - Industries of the Future Act of 2020 S. 3313 - Foreign Influence Transparency Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 145 by SCOTT (R-SC) CHOICE Act S. 233 by BLACKBURN (R-TN) a resolution on freedom of speech at institutions of higher education S. 235 by COONS (D-DE) Teachers Are Leaders Act S. 342 by YOUNG (R-IN) Advanced International and Foreign Language Education Act S. 416 by CARDIN (D-MD) FAFSA Fairness Act of 2019 S. 460 by THUNE (R-SD) Employer Participation in Repayment Act S. 632 LANKFORD (R-OK) Lessening Impediments from Taxes (LIFT) Act S. 672 by SHATZ (D-HI) Debt Free College S. 681 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 752 by KAINE (D-VA) Preparing and Retaining Education Professionals Act S. 800 by CASSIDY (R-LA) College Transparency Act S. 830 by GILLIBRAND (D-NY) a bill to amend the Federal Work-Study program to permit institutions of higher education to use their Federal Work-Study allocations for full-time, off-campus cooperative education and work-based learning S. 839 by KAINE (D-VA) a bill to extend Federal Pell Grant eligibility of certain short-term programs S. 852 by SCOTT (R-SC) Anti-Semitism Awareness Act of 2019 S. 1279 by JONES (D-AL) FUTURE Act S. 2143 by WARREN (D-MA) College Student Hunger Act S. 2557 by ALEXANDER (R-TN) Student Aid Improvement Act S. 3028 by REED (D-RI) Partnership for Affordability and Student Success S. 3503 by MORAN (R-KS) a bill to allow Secretary of Veterans Affairs to adjust the treatment of distance education for the purpose of GI bill benefits because of COVID-19 H.R. 5 by CICILLINE (D-RI) Equality Act H.R. 6 by ROYBAL-ALLARD (D-CA) American Dream and Promise Act H.R. 63 by BANKS (R-IN) Student Loan Disclosure Modernization Act H.R. 748 by COURTNEY (D-CT) CARES Act H.R. 1043 by PETERS (D-CA) Employer Participation in Repayment Act H.R. 1044 by LOFGREN (D-CA) Fairness for High Skilled Immigrants Act of 2019 H.R. 1075 by CUMMINGS (D-MD) FAFSA Fairness Act of 2019 H.R. 1161 by CLEAVER (D-MO) Student Loan Disclosure Modernization Act H.R. 1298 by LEWIS (D-GA) Higher Education Dream Act H.R. 1545 by WALKER (R-NC) legislation to repeal the tax on mass transit benefits for nonprofit employers H.R. 1565 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 1571 by POCAN (D-WI) Debt Free College H.R. 1766 by MITCHELL (R-MI) College Transparency Act H.R. 1865 by PASCRELL (D-NJ) FY2020 Consolidated Appropriations H.R. 1994 by NEAL (D-MA) Setting Every Community Up for Retirement Act (SECURE Act) H.R. 2006 by SHALALA (D-FL) College Equity Act H.R. 2486 by ADAMS (D-NC) FUTURE Act H.R. 2875 by MALONEY (D-NY) Ravi Thackurdeen Safe Students Study Abroad Act H.R. 3126 by GALLEGO (D-AZ) Collegiate Freedom of Association Act H.R. 3300 by NEAL (D-MA) Economic Mobility Act of 2019 H.R. 3809 by LAWSON (D-FL) College Student Hunger Act H.R. 3877 by YARMUTH (D-KY) Bipartisan Budget Act of 2019 H.R. 4193 by SHALALA (D-FL) Student Loan Disclosure Transparency Act H.R. 4438 by BOYLE (D-PA) Dont Tax Higher Education Act H.R. 4497 by SHALALA (D-FL) Protecting Student Aid Act H.R. 4608 by KILMER (D-WA) Pell Plus Act H.R. 4615 by SHALALA (D-FL) Stop College Closures Act H.R. 4625 by LEVIN (D-CA) Protect the GI Bill Act H.R. 4674 by SCOTT (D-VA) College Affordability Act H.R. 4849 by SMITH (R-MO) Upward Mobility Act H.R. 5331 by STEWART (R-UT) Fairness for All Act H.R. 5363 by ADAMS (D-NC) FUTURE Act H.R. 6201 by LOWEY (D-NY) Families First Coronavirus Response Act H.R. 6275 by SCOTT (D-VA) Supporting Students in Response to Coronavirus Act H.J. Res. 56 by DURBIN (D-IL) 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 H.J. Res. 76 by LEE (D-NV) 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 H.Res.191 by ROE (R-TN) a resolution on freedom of speech at institutions of higher education

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

Government targets: Education, Dept of, Federal Communications Commission (FCC), Internal Revenue Service (IRS), Treasury, Dept of, White House Office

Met with legislative staff to encourage support for the provisions to modify and/or repeal the excise tax on the investment income of certain colleges and universities, temporary suspension of the taxability of scholarship and grants above tuition, and other higher education tax priorities in the CARES Act (PL 116-136). Contacted House legislative staff to encourage co-sponsorship of HR 4438. Thanked Representatives, Senators, and staff for including a provision to repeal UBIT for transit and parking fringe benefits, repeal the kiddie tax, and extend the deductibility of tuition and qualified education benefits in the consolidated omnibus appropriations bill, HR 1865, PL 116-94.

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

Government targets: Defense, Dept of (DOD), Economic Development Administration, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Small Business Administration (SBA)

Coronavirus, COVID-19 tax relief Paid sick and Family Medical Leave Act tax credit Tax-exempt bonds P.L. 115-97 - H.R. 1, Tax Cut and Jobs Act H.R. 4438 - Don't Tax Higher Education Act H.R. 3300 - the Economic Mobility Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 748, the CARES Act - issues related to potential tax provisions in the legislation including delay of payment of employer payroll tax; net operating loss provisions; temporary expansion of Sec. 127 to include student loan payments; temporary above-the-line charitable deduction; SBA loans; and other provisions P.L. 115-97, the Tax Cuts and Jobs Act - implementation of provisions that would impact research universities including an excise tax on net investment income (Sec. 4968); changes to UBIT (Sec. 512 (a)(6)); and changes to fringe policies (Sec. 512 (a)(7)) H.R. 4438, the Don't Tax Higher Ed Act - provisions related to repealing IRC Sec. 4968, the net investment income excise tax General issues related to the need for tax relief for institutions of higher education in the wake of the COVID-19 pandemic, including modifications to IRC Sec. 4968, the net investment income excise tax General issues related to potential technical corrections or other tax legislation in 2020 that may include provisions that impact universities, particularly related to the net investment income excise tax, the parking tax, and the kiddie tax General issues related to expected regulations for IRC Sec. 4968, UBIT, and other provisions that impact institutions of higher education [ including definition of student, definition of tuition paying student, reasonable cash basis, assets to be included in the threshold calculation General issues related to tax-exempt financing

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 651 Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers H.R. 1260 - expands the charitable deduction to non-itemizing taxpayers Universal Charitable Giving Act (H.R. 5392)- expands the charitable deduction to non-itemizing taxpayers Don't Tax Higher Education (H.R. 4438) - repeals excise tax on net investment income at certain private colleges and universities. H.R. 3832 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. S.1257 Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 6201 - Families First Coronavirus Response Act - expand tax credits for paid sick, family, medical leave to public colleges and universities. H.R. 748 - Coronavirus Aid, Relief, and Economic Security (CARES) Act - enactment and expansion of an above-the-line, or universal, charitable deduction, suspension of AGI limitations for charitable gifts, suspension of net investment income tax on certain private colleges and universities.

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

H.R. 1260: To amend the Internal Revenue Code of 1986 to extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, entire bill. H.R. 4438: Don't Tax Higher Education Act. entire bill. H.R. 748: CARES Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor H.R.4438, Don't Tax Higher Education Act, Endowment tax related issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable Sector Issues Jobs and Tax Cut Act of 2017 Endowment Provisions HR513 Nonprofits Support Act HR1994 Secure Act of 2019 HR4438 Don't Tax Higher Education Act HR6074 CoronaVirus Preparedness and Response Supplemental Appropriations Act of 2020 HR6201 Families First CoronaVirus Response Act of 2020 HR748 CoronaVirus Aid Relief and Economic Security Act of 2020

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

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS)

H.R. 4438, Dont Tax Higher Education Act (All)(Repealing the 1.4% excise tax on net investment income of certain private colleges and universities); S. 1732, The College Admissions Fairness Act (All);

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE

We advocate for the repeal of or temporary relief from the private university endowments excise tax. Support HR 4438, the Don't Tax Higher Education Act. Endowment tax repeal/relief related to S 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act.

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Bureau of Investigation (FBI), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

Higher Education Act reauthorization, Higher Education Act (Sec. 117 gifts/donations reporting), private university endowments excise tax, Title IX rewrite issues, open educational resources. HR 4674, the College Affordability Act. HR 4438, the Don't Tax Higher Education Act.

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Bureau of Investigation (FBI), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Navy, Dept of, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS)

HR 1994 SECURE Act; and HR 4438 Don't Tax Higher Education Act

Client expense: $50,000 · Firm income: Not reported

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

We advocate for the repeal of the private university endowments excise tax. HR 4438, the Don't Tax Higher Education Act.

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Bureau of Investigation (FBI), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Navy, Dept of, SENATE, Small Business Administration (SBA), State, Dept of (DOS)

Higher Education Act reauthorization, private university endowments excise tax, Title IX rewrite issues, open educational resources. HR 4674, the College Affordability Act. HR 4438, the Don't Tax Higher Education Act.

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

Government targets: Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Federal Bureau of Investigation (FBI), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Natl Aeronautics & Space Administration (NASA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Navy, Dept of, SENATE, Small Business Administration (SBA), State, Dept of (DOS)

S. 1198 Senator Paul Simon Study Abroad Program Act of 2019 S. 1121 College Transparency Act S. 2124 Skin in the Game Act S. 2557 Student Aid Improvement Act of 2019 H.R. 2528 STEM Opportunities Act of 2019 H.R. 2486 Fostering Undergraduate Talent by Unlocking Resources for Education Act H.R. 4438 Dont Tax Higher Education Act H.R. 4674 Higher Education Act Reauthorization/College Affordability Act -- regarding policy issues affecting higher education institutions and their students

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Met with legislative staff to encourage support for the provision to modify and/or repeal the excise tax on the investment income of certain colleges and universities in the consolidated appropriations bill, HR 1865, PL 116-94. Contacted House legislative staff to encourage co-sponsorship of HR 4438 Encouraged Representatives to support Retirement, Savings and Other Tax Relief Act of 2018 (H.R. 88) to repeal the UBIT for transit and parking fringe benefits, and to include it as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94. Encouraged Representatives on the Ways & Means Committee to include a provision to extend the tax deduction for tuition and qualified education expenses as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94. Encouraged Representatives, Senators, and legislative staff to repeal the kiddie tax (HR 1994) as it relates to scholarships and other financial aid for low income students, and include it as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94.

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

Government targets: Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

H.R. 4438, a bill to repeal the excise tax on net investment income.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE