Social Security Enhancement and Protection Act of 2019
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Social Security Enhancement and Protection Act of 2019 This bill makes various changes to the Old-Age, Survivors, and Disability Insurance program (commonly known as Social Security) to increase payroll tax rates and certain benefits. Under current law, Social Security has a taxable earnings base , which refers to the maximum amount of a worker's earnings that are subject to Social Security payroll taxes (set at $137,700 in 2020). Additionally, the taxable earnings base serves as the maximum amount of earnings used to calculate a worker's Social Security benefits. This bill gradually increases the Social Security payroll tax rate from 6.2% to 6.5% over six years. It also phases out the taxable earnings base, thereby applying the payroll taxes to a greater amount of a worker's earnings, and revises the method to calculate a worker's Social Security benefits to account for earnings in excess of the taxable earnings base. Other changes to benefits include establishing a new method to calculate benefits for lifetime low earners and increasing benefits for certain beneficiaries on account of long-term eligibility. In addition, an eligible child of a retired, disabled, or deceased worker may continue to receive benefits through age 26, provided the child is a full-time student.
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Filing registrants (4)
2020 · fourth_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.
Referred to the House Committee on Ways and Means.
Sponsor introductory remarks on measure. (CR H10021)
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $180,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, U.S. Postal Service (USPS)
2020 · fourth_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.
Client expense: Not reported · Firm income: $20,000
Government targets: Administration on Aging, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of
2020 · fourth_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Notch. H.R. 7499 and S. 4986, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Emergency Social Security COLA. H.R. 8598, the Emergency Social Security COLA for 2021 Act: To provide for a 3 percent cost-of-living adjustment for Social Security and Supplemental Security Income (SSI) beneficiaries in calendar year 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Consolidated Appropriations Act of 2021 (P.L. 116-260). Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Overpayments. H.R. 7830 and S. 4830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral.
Client expense: $170,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, U.S. Postal Service (USPS)
2020 · fourth_quarter · Taxation/Internal Revenue Code
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
2020 · third_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility. H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Social Security Notch. H.R. 7499, the COVID-19 Correction and Equity Act: Proposals to ensure that Social Security benefits for individuals born in 1960 and 1961 are not reduced as a result of coronavirus-related drop in the average wage index. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136). Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Social Security Overpayments. H.R. 7830, the Fairness for Seniors and People with Disabilities During COVID-19 Act of 2020: Proposals to protect retirees, survivors and people with disabilities from being forced to repay extra Social Security and Supplemental Security Income (SSI) benefits they received because of the COVID-19 pandemic. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136), the Families First Coronavirus Response Act (P.L. 116-127) and H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act: Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Social Security Payroll Tax Deferral Executive Order. H.R. 8171, the Save Our Social Security Now Act: Proposal to nullify the Internal Revenue Service (IRS) guidance on President Trumps August 8, 2020 executive action to impose a payroll tax deferral. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.
Client expense: $200,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, U.S. Postal Service (USPS)
2020 · third_quarter · Taxation/Internal Revenue Code
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
2020 · second_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility: H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Eligibility for Economic Impact Payment. (No bill): Ensuring the Treasury Department made Social Security, SSI and Veterans beneficiaries automatically eligible to receive Economic Impact Payments as required by the Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136). Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic. H.R. 6356, the Emergency Social Security Benefits Act: Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136), the Families First Coronavirus Response Act (P.L. 116-127) and H.R. 6800, the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act: Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.
2020 · second_quarter · Taxation/Internal Revenue Code
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
2020 · first_quarter · Taxation/Internal Revenue Code
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
2020 · first_quarter · Retirement
Cost of Living Adjustment (COLAs) Relief. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860 and S. 269, the Social Security 2100 Act; H.R. 1170 and S. 478, the Social Security Expansion Act; H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. SSI Eligibility: H.R. 6028, the Stable Benefits and Housing Assistance Act: An amendment to the Social Security Act to ensure that relocation assistance grants received by SSI beneficiaries, regardless of the funding source, are excluded from consideration when determining an individuals eligibility to SSI benefits. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141 and S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement. H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Emergency COVID-19 Payment to Social Security Beneficiaries and Others. (No bill): Proposal to provide a monthly payment to all Social Security, Veterans, and SSI beneficiaries through the end of 2021. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Benefit Improvements to Help Beneficiaries During the COVID-19 Pandemic.: The Emergency Social Security Benefits Act (No bill number): Proposals to improve Social Security benefits, which would, take effect immediately, retroactive to January 1, 2020, and be in force until December 31, 2020. Social Security Office Closures. H.R. 2302 and S. 1132, the Protecting and Preserving Social Security Act; H.R. 2901 and S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Various proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386 and S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for start of payment of cash benefits. Social Security Payroll Taxes. The Coronavirus Aid, Relief and Economic Security (CARES) Act (P.L. 116-136) and the Families First Coronavirus Response Act (P.L. 116-127): Proposals to cut, eliminate and defer payment of Social Security payroll taxes. Identity Theft/Fraud. H.R. 5446, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require establishment of a dedicated ID fraud cadre at the SSA. Social Security Beneficiary Representative. (No bill): Would require the establishment of a beneficiary representative at SSA to advocate on behalf of Social Security beneficiaries and claimants.
H.R. 397 - The Rehabilitation for Multiemployer Pensions Act S. 617 - Tax Extenders & Disaster Relief Act. H.R. 1230, the Protecting Older Workers Against Discrimination Act (POWADA). H.R. 2730/S. 1443 - The Credit for Caring Act. S. 1209 - REMEDY ACT. S. 972/H.R. 100 - The Retirement Enhancement & Savings Act. H.R. 1994 - Setting Every Community Up for Retirement Enhancement Act. H.R. 5306/S. 2989, Know Your Social Security Act. H.R. 5446, Improving Social Securitys Service to Victims of Identity Theft Act. Submitted comments to the Social Security Administration on their rulemaking on the Advanced Designation of Representative Payees. H.R. 4540, the Public Servants Protection and Fairness Act, and H.R. 3934, the Equal Treatment of Public Servants Act - Discussed Windfall Elimination Provision legislation. H.R. 5380 - The Senior Guardianship Social Security Protection Act. No bill number - Discussed the Social Security system and paid family leave. H.R. 5392 - The Social Security Enhancement and Protection Act. H.R. 4610/S. 3795 the Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act. No bill number - Discussed private sector retirement reform issues. No bill number - Discussed State retirement savings programs for private sector workers. No bill number -Discussed part-time worker, independent contractor, contingent worker and personal/individual plan retirement issues. No bill number - Discussed student loans and retirement saving issues. No bill number - Discussed retirement plan data collection and dissemination issues. No bill number - Discussed small employer and pooled retirement plan issues. No bill number - Discussed small retirement account cash out issues. No bill number - Discussed retirement reforms related to permitting early access to retirement savings. No bill number - Discussed Individual Retirement Account (IRA) issues. No bill number - Discussed access to retirement savings for dependent care expenses. No bill number - Discussed savings for emergency expenses. No bill number - Discussed options to spend down retirement savings after retirement. Submitted comments to DOL on multiple employer plans and delivery of required retirement disclosures via the internet.
2019 · fourth_quarter · Taxation/Internal Revenue Code
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 Tax Cuts and Jobs Act (H.R. 1 - 115th) 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.
Client expense: $10,000 · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2019 · fourth_quarter · Retirement
Cost of Living Adjustment (COLA) Relief. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 1553, the Fair COLA for Seniors Act of 2019; and H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act: Proposals to adopt the Consumer Price Index for the Elderly (CPI-E) for the purpose of determining COLAs for Social Security beneficiaries. Social Security Expansion. H.R. 860/S. 269, the Social Security 2100 Act; H.R. 1170/S. 478, the Social Security Expansion Act; H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act; H.R. 2654, the Strengthening Social Security Act; and H.R. 5392, the Social Security Enhancement and Protection Act of 2019: Proposals to improve benefits and to strengthen Social Security's financing by altering the payroll tax cap, among other changes. Caregiver Social Security Credits. H.R. 4126, the Social Security Caregiver Credit Act of 2019: Proposal to provide Social Security wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives. Supplemental Security Income (SSI) Restoration. H.R. 4280 and S. 2753, the Supplemental Security Income Restoration Act of 2019: Proposal to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple. Social Security Government Pension Offset and Windfall Elimination Provision. H.R. 141/S. 521, Social Security Fairness Act of 2019; H.R. 4540, the Public Servants Protection and Fairness Act: Proposals to repeal or modify the Government Pension Offset and Windfall Elimination Provision. Social Security Benefit Statement: H.R. 5306, the Know Your Social Security Act of 2019: Proposal to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals. Protecting Seniors from Garnishment. (No bill): Proposal to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans. Disability Adjudication. (No bill): Proposal to stop the Social Security Administration from reinstituting the reconsideration step of the Social Security Disability Insurance adjudication process in the ten states where that step is not used. Social Security and Supplemental Security Income Disability Benefits Adjudication. (No bill): Comments on regulatory proposals to alter the rules regarding the evaluation of medical evidence for the purpose of adjudicating claims for both Social Security and Supplemental Security Income disability benefits and to change the classification system used to determine the frequency with which beneficiaries must undergo a continuing disability review. Prohibit Payment of Social Security and Supplemental Security Insurance Benefits. (No bill): Proposal to bar payment of benefits for seniors with outstanding warrants for their arrest. Social Security Benefit Improvement. (No bill): Proposal to adjust benefit levels for individuals who have been on the Social Security benefit rolls for many years. Social Security Office Closures. H.R. 2302/S. 1132, the Protecting and Preserving Social Security Act, H.R. 2901/S. 1616, the Maintain Access to Vital Social Security Services Act: Proposals to protect and preserve Social Securitys network of local field offices from closure or consolidation. Strengthening Beneficiaries Rights. (No bill): Proposals relating to the protection and rights available to Social Security and Supplemental Security Income beneficiaries. Social Security Disability Insurance Waiting Periods. H.R. 4386/S. 2496, the Stop the Wait Act: Proposal to eliminate the 36-month waiting period for Medicare coverage for disabled individuals and the 5-month waiting period for initiating the payment of cash benefits. Identity Theft/Fraud. H.R. 5306, the Improving Social Securitys Service to Victims of Identity Theft Act of 2019: Proposal to require the establishment of a dedicated ID fraud cadre at the Social Security Administration. Social Security Beneficiary Representative. (No bill): Proposal to require the establishment of a beneficiary representative within the Social Security Administration to advocate on behalf of Social Security beneficiaries and claimants.
| Democratic |
| TX |
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE
Client expense: $200,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Client expense: $170,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of
Client expense: $2,140,000 · Firm income: Not reported
Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: $220,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of