Loading…
Universal Giving Pandemic Response and Recovery Act
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 9,698 other HR bills in the 117th — cohort avg 63d
Universal Giving Pandemic Response and Recovery Act This bill allows individual taxpayers who do not otherwise itemize their tax deductions a deduction in taxable years beginning in 2021 or 2022 for charitable contributions. The deduction is limited to one-third of the standard deduction allowed to such taxpayers.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (23)
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
- S618, HR 1704: support for a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 513 - Nonprofits Support Act to modify the requirements for determining the unrelated business taxable income of tax-exempt organizations. - S. 1257 / H.R.3832 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - Reinstate the Employee Retention Tax Credit Program for Q4 and extend into 2022
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
- HR 618, HR 1704: support for a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 513 - Nonprofits Support Act to modify the requirements for determining the unrelated business taxable income of tax-exempt organizations. - S. 1257 / H.R.3832 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - H.R. 1793 Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of created by the donor. - Support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 618/H.R. 1704 - Universal Giving Pandemic Response and Recovery Act - raises the $300/$600 cap on the temporary universal charitable deduction to roughly $4,000 for individuals/$8,000 for couples, and extends the availability of the deduction to the 2022 tax year and eliminates the current exclusion of gifts to donor-advised funds. H.R. 1081 - Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers. S. 243 - Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 2954 - Securing a Strong Retirement Act - provisions expanding current IRA charitable rollover to apply to one-time gift to split-interest entities. H.R. 2617 - Consolidated Appropriations Act - urged Congress to include restoration and expansion of charitable deduction for non-itemizers in year-end bill. Also supported provision expanding current IRA charitable rollover to apply to one-time gift to split-interest entities.
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Religion
Charitable deduction for lower- and middle-income taxpayers who do not itemize, Universal Giving Pandemic Response and Recovery Act (H.R. 1704, S. 618).
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Charitable deduction for lower- and middle-income taxpayers who do not itemize, Universal Giving Pandemic Response and Recovery Act (H.R. 1704, S. 618).
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Government Issues
| Democratic |
| NH |
| Betty McCollum | Democratic | MN |
| Brian K. Fitzpatrick | Republican | PA |
| Carolyn Bourdeaux | Democratic | GA |
| Deborah K. Ross | Democratic | NC |
| Derek Kilmer | Democratic | WA |
| Dina Titus | Democratic | NV |
| Doug Lamborn | Republican | CO |
| Dwight Evans | Democratic | PA |
| Eleanor Holmes Norton | Democratic | DC |
| Frank J. Mrvan | Democratic | IN |
| Fred Upton | Republican | MI |
| Jackie Walorski | Republican | IN |
| James R. Baird | Republican | IN |
| Jefferson Van Drew | Republican | NJ |
| Joseph D. Morelle | Democratic | NY |
| Julia Brownley | Democratic | CA |
| Louie Gohmert | Republican | TX |
| Marcy Kaptur | Democratic | OH |
| Michael F. Doyle | Democratic | PA |
| Mike Levin | Democratic | CA |
| Sanford D. Bishop, Jr. | Democratic | GA |
| Ted Lieu | Democratic | CA |
| Tony Cárdenas | Democratic | CA |
| Victoria Spartz | Republican | IN |
| William R. Keating | Democratic | MA |
The Employee Retention Tax Credit Reinstatement Act (H.R. 6161) Universal Giving Pandemic Response and Recovery Act (S. 618/H.R. 1704) WORK NOW Act (S. 740) To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions (H.R. 2909) Enhancing American Retirement Now Act (S. 4808), provisions related to the Legacy IRA Act Securing a Strong Retirement Act of 2022 (H.R. 2954), provisions related to the Legacy IRA Act
Client expense: $90,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · second_quarter · Government Issues
The Employee Retention Tax Credit Reinstatement Act (H.R. 6161) Enhancing American Retirement Now Act (H.R. 2954/Senate no bill number) provisions related to the Legacy IRA Act Universal Giving Pandemic Response and Recovery Act (S. 618/HR 1704) WORK NOW Act (S. 740) To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions (H.R. 2909)
Client expense: $100,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · first_quarter · Government Issues
The Employee Retention Tax Credit Reinstatement Act (H.R. 6161) Legacy IRA Act (S. 243) Securing a Strong Retirement Act of 2021, provisions related to the Legacy IRA Act (H.R. 2954) Universal Giving Pandemic Response and Recovery Act (S. 618/HR 1704) WORK NOW Act (S. 740) To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions (H.R. 2909)
Client expense: $110,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · fourth_quarter · Taxation/Internal Revenue Code
Universal Giving Pandemic Response and Recovery Act (S. 618 and H.R 1704) Restoration of expired charitable giving incentives for individuals and corporations Unemployment Compensation reforms ERTC Reinstatement Act (H.R. 6161/S. 3624) Volunteer Driver Tax Appreciation Act of 2022 (H.R. 7432) Tax Emergency Adjustment for Mileage Volunteers (TEAM Volunteers) Act
Client expense: $15,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of
S. 618/H.R. 1704, Universal Giving Pandemic Response and Recovery Act, In support of strengthening the charitable giving incentive; In support of stimulus funding for small business and nonprofit organizations to address child care, domestic violence, sexual assault, housing and homelessness, and other human services; In support of expanding the long-term availability of quality child care and helping providers maintain and strengthen their workforce; In support of paid family, medical, and safe leave; In support of expanding access to home care; In support of federal funding for child care and gender-based violence programs administered by HHS and DOJ, particularly the Violence Against Women Act and the Family Violence Prevention and Services Act, Transitional Housing Assistance Grants for Victims, Continuum of Care, Emergency Solutions Grant Program, and the Child Care Development Block Grant; In support of trauma-informed policies that work with and support children and youth; In support of enabling a sustainable workforce environment to meet the needs of children and prevent unaddressed trauma; In support of federal funding that address dating violence and stalking; In support of improving affordability and addressing health inequities disproportionately affecting communities of color. In support of funding in the Fiscal Year 2023 appropriations process to support the Smithsonian American Womens History Museum and the National Museum of the American Latino.
Client expense: $44,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), HOUSE OF REPRESENTATIVES, Office on Violence Against Women, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
universal giving response and recovery act (HR 1704/S 618) employee retention tax credit (HR 6161/S 3625)
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY24 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions; H.R. 2617 Consolidated Appropriations Act, 2023; S. Amdt.6552 to H.R.2617
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · fourth_quarter · Small Business
Issues related to nonprofit loans, grants and loan forgiveness; Issues related to FY23 appropriations bills; Issues relating to the Presidents FY24 budget; H.R. 8295 Labor HHS Appropriations bill; H.R. 8294 Interior, Environment and Related Agencies Appropriations bill; Issues related to the Paycheck Protection Program; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; S.243 Legacy IRA Act; H.R. 2617 Consolidated Appropriations Act, 2023; S. Amdt.6552 to H.R.2617
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · fourth_quarter · Taxation/Internal Revenue Code
Charitable Giving Deduction - S. 618 and H.R. 1704 Legacy IRA Act - S. 243 and H.R. 2954
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Government Issues
The Employee Retention Tax Credit Reinstatement Act (H.R. 6161) Universal Giving Pandemic Response and Recovery Act (S. 618/H.R. 1704) WORK NOW Act (S. 740) To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions (H.R. 2909) Enhancing American Retirement Now Act (S. 4808), provisions related to the Legacy IRA Act Securing a Strong Retirement Act of 2022 (H.R. 2954), provisions related to the Legacy IRA Act
Client expense: $70,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · fourth_quarter · Taxation/Internal Revenue Code
Support for expanding and extending charitable giving in the following bills: Employee Retention Tax Credit (ERTC) Reinstatement legislation - HR 6161/S. 3625 Universal Giving Pandemic Response and Recovery Act - HR 1704/S.618 Legacy IRA Act - HR. 2954/S.243 Performing Artist Tax Parity Act of 2021 (PATPA Act) - HR 4750/S.2872
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
S.243 Legacy IRA Act, to incentivize more seniors to give to charities S.618/H.R.1704 Universal Giving Pandemic Response and Recovery Act, to further incentivize all taxpayers to give to charity-regardless of their income or whether they itemize-helping to spur more even more giving as communities fight and recover from COVID-19 and its economic effects SECURE Act (S. 306/H.R. 2954)
Client expense: $490,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax incentives for charitable donations, including gifts of property. Artist-Museum Partnership Act, to allow artists a fair market-value deduction for charitable contributions of literary, musical, artistic or scholarly works created by the donor. Maintaining prohibitions on political endorsements by charitable nonprofits. Supporting a universal charitable deduction (S. 618/H.R. 1704; H.R. 1081) to allow taxpayers claiming the standard deduction to also deduct charitable contributions. Supporting and strengthening the historic tax credit. Supporting the Legacy IRA Act (S. 243; and provisions in H.R. 2954, Securing a Strong Retirement Act of 2022), which would broaden the IRA Charitable Rollover, allowing individuals to make tax-free distributions to planned giving accounts as well as to charities. Provisions to increase charitable giving and include nonprofits, including museums, in SBA and other loan and loan forgiveness programs. Extend the Employee Retention Tax Credit (ERTC) beyond 2021, modify nonprofit eligibility beyond the current gross receipts test, and oppose 4th quarter 2021 elimination in H.R. 3684. Support H.R. 6161/S. 3625 to provide for a reinstatement of the Employee Retention Tax Credit through 2021.
Client expense: $23,275 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA)
2022 · fourth_quarter · Taxation/Internal Revenue Code
- S. 243 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - H.R.2954: Securing a Strong Retirement Act of 2021, including Legacy IRA Act - S. 2872 / H.R. 4750: Performing Artist Tax Parity Act and Qualified Performing Artist Tax Deduction - H.R.6161 / S. 3625: To amend the Internal Revenue Code of 1986 to temporarily reinstate the employee retention credit for employers subject to closure due to COVID-19 - Infrastructure Legislation: Reinstatement and improvement of 4th Quarter Employee Retention Tax Credit - S.618 / HR.1704: Universal Giving Pandemic Response Act - Charitable giving: To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving - Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of created by the donor.
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction H.R. 1081. Temporary expansion of universal charitable giving incentive S. 618, H.R. 1704. Protecting the charitable deduction from other changes made in the tax code. Protection and expansion of the IRA charitable rollover provision. S. 243 H.R. 2954. Employee Retention Tax Credit Reinstatement Act H.R. 6161. S. 3625 Support for maintaining the Johnson Amendment protecting nonprofits from partisan politics Support for increasing the charitable mileage rate. H.R. 7432 H.R. 8265 S.4691
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 618, the Universal Giving Pandemic Response Act; H.R. 1704, the Universal Giving Pandemic Response Act; S. 243, the Legacy IRA Act; H.R. 2954, the Securing a Strong Retirement Act of 2021, as it relates to the expansion of the IRA Charitable Rollover; H.R. 2617, the Consolidated Appropriations Act of 2023, as it relates to expansion of the IRA Charitable Rollover
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Legacy IRA Act (S. 243/H.R. 2909) would expand the IRA Charitable Rollover by incentivizing seniors to make charitable donations. This provision was included in the FY23 Consolidated Omnibus Appropriations Act of 2022. Universal Giving Pandemic Response and Recovery Act (S. 618/H.R. 1704) to restore and expand the universal charitable deduction to one-third of the standard deduction, roughly $4,000 for individuals and $8,000 for joint filers
Client expense: Not reported · Firm income: $5,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
The Legacy IRA Act as part of H.R. 2954/S. 4808 to incentivize charitable giving from seniors passed as part of the FY23 Consolidated Appropriations Act. Renew the Universal Charitable Deduction and Enact the Universal Giving Pandemic Response and Recovery Act (S. 618, H.R. 1704)
Client expense: Not reported · Firm income: Not reported
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 243 and H.R. 2909, Legacy IRA Act, to incentivize charitable giving by seniors contained in the FY23 Consolidated Omnibus Appropriations Act Universal Giving Pandemic Response and Recovery Act (S. 618, H.R. 1704) - Would increase the current cap on the temporary universal charitable deduction from $300/$600 to one-third the standard deduction, roughly $4,000 for individuals and $8,000 for joint filers; extend the availability of the deduction through 2022; and eliminate the current exclusion of gifts to donor-advised funds. H.R. 7587, strengthen the partnership between the nonprofit organizations and the Federal Government
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Universal Giving Pandemic Response and Recovery Act (S. 618, H.R. 1704) to further incentivize all taxpayers to give to charity - regardless of their income or whether they itemize
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 243 and H.R. 2909, Legacy IRA Act, to incentivize charitable giving by seniors Universal Giving Pandemic Response and Recovery Act (S. 618, H.R. 1704) - Would increase the current cap on the temporary universal charitable deduction from $300/$600 to one-third the standard deduction, roughly $4,000 for individuals and $8,000 for joint filers; extend the availability of the deduction through 2022; and eliminate the current exclusion of gifts to donor-advised funds. Charitable Giving Tax Deduction Act (H.R. 1081) - Would create a permanent above-the-line charitable deduction for all taxpayers and would repeal the temporary $300 universal charitable deduction included in the 2020 COVID relief bills.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
-Universal Giving Pandemic Response & Recovery Art (HR 1704, S 618) and related legislation (S 1081) -Legacy IRA Act (S 243) (HR 2909) -Artist-Museum Partnership Act
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1704 and S. 618: Universal Giving Pandemic Response and Recovery Act A bill to amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions. (ALL) S. 479: LOCAL Infrastructure Act A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds (ALL).
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
- HR 618, HR 1704: support for a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 513 - Nonprofits Support Act to modify the requirements for determining the unrelated business taxable income of tax-exempt organizations. - S. 1257 / H.R.3832 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - H.R. 1793 Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of created by the donor. - Support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
- S618, HR 1704: support for a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 513 - Nonprofits Support Act to modify the requirements for determining the unrelated business taxable income of tax-exempt organizations. - S. 1257 / H.R.3832 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - Reinstate the Employee Retention Tax Credit Program for Q4 and extend into 2022
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
- S618, HR 1704: support for a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 513 - Nonprofits Support Act to modify the requirements for determining the unrelated business taxable income of tax-exempt organizations. - S. 1257 / H.R.3832 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - Reinstate the Employee Retention Tax Credit Program for Q4 and extend into 2022
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
-Universal Giving Pandemic Response & Recovery Art (HR 1704, S 618) and related legislation (S 1081) -Legacy IRA Act (S 243) (HR 2909) -Artist-Museum Partnership Act
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Religion
Charitable deduction for lower- and middle-income taxpayers who do not itemize, Universal Giving Pandemic Response and Recovery Act (H.R. 1704, S. 618).
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Charitable deduction for lower- and middle-income taxpayers who do not itemize, Universal Giving Pandemic Response and Recovery Act (H.R. 1704, S. 618).
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
H.R. 1704 and S. 618: Universal Giving Pandemic Response and Recovery Act A bill to amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions. (ALL) S. 479: LOCAL Infrastructure Act A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds (ALL). Reconciliation proposals relating to higher education, including tax treatment of Pell grants and reinstating advance refunding bonds.
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 618/H.R. 1704, Universal Giving Pandemic Response and Recovery Act, In support of strengthening the charitable giving incentive; In support of stimulus funding for small business and nonprofit organizations to address child care, domestic violence, sexual assault, housing and homelessness, and other human services; In support of expanding the long-term availability of quality child care and helping providers maintain and strengthen their workforce; In support of paid family, medical, and safe leave; In support of expanding access to home care; In support of federal funding for child care and gender-based violence programs administered by HHS and DOJ, particularly the Violence Against Women Act and the Family Violence Prevention and Services Act, Transitional Housing Assistance Grants for Victims, Continuum of Care, Emergency Solutions Grant Program, and the Child Care Development Block Grant; In support of trauma-informed policies that work with and support children and youth; In support of enabling a sustainable workforce environment to meet the needs of children and prevent unaddressed trauma; In support of federal funding that address dating violence and stalking; In support of improving affordability and addressing health inequities disproportionately affecting communities of color.
Client expense: $87,000 · Firm income: Not reported
Government targets: Administration for Children & Families (ACF), HOUSE OF REPRESENTATIVES, Office on Violence Against Women, SENATE
2022 · third_quarter · Government Issues
The Employee Retention Tax Credit Reinstatement Act (H.R. 6161) Universal Giving Pandemic Response and Recovery Act (S. 618/H.R. 1704) WORK NOW Act (S. 740) To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions (H.R. 2909) Enhancing American Retirement Now Act (S. 4808), provisions related to the Legacy IRA Act Securing a Strong Retirement Act of 2022 (H.R. 2954), provisions related to the Legacy IRA Act
Client expense: $180,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · third_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction H.R. 1081. Temporary expansion of universal charitable giving incentive S. 618, H.R. 1704. Protecting the charitable deduction from other changes made in the tax code. Protection and expansion of the IRA charitable rollover provision. S. 243 H.R. 2954. Employee Retention Tax Credit Reinstatement Act H.R. 6161. S. 3625 Support for maintaining the Johnson Amendment protecting nonprofits from partisan politics Support for allowing the IRS to make adjustments to volunteer mileage. H.R. 7432 H.R. 8265
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Charitable Giving Deduction - S. 618 and H.R. 1704 Legacy IRA Act - S. 243 and H.R. 2954
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
S. 618/H.R. 1704 - Universal Giving Pandemic Response and Recovery Act - raises the $300/$600 cap on the temporary universal charitable deduction to roughly $4,000 for individuals/$8,000 for couples, and extends the availability of the deduction to the 2022 tax year and eliminates the current exclusion of gifts to donor-advised funds. H.R. 1081 - Charitable Giving Tax Deduction Act - expands the charitable deduction to non-itemizing taxpayers. S. 243 - Legacy IRA Act - expands the current IRA charitable rollover provision currently in law. H.R. 2954 - Securing a Strong Retirement Act - provisions expanding current IRA charitable rollover to apply to one-time gift to split-interest entities.
Client expense: $15,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
universal giving response and recovery act (HR 1704/S 618) employee retention tax credit (HR 6161/S 3625)
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
universal giving response and recovery act (HR 1704/S 618) employee retention tax credit (HR 6161/S 3625)
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Support for expanding and extending charitable giving in the following bills: Employee Retention Tax Credit (ERTC) Reinstatement legislation - HR 6161/S. 3625 Universal Giving Pandemic Response and Recovery Act - HR 1704/S.618 Legacy IRA Act - HR. 2954/S.243 Performing Artist Tax Parity Act of 2021 (PATPA Act) - HR 4750/S.2872 Support for provisions to increase the Qualified Performing Artist (QPA) deduction to allow an above-the-line tax deduction for qualified performing artists and support for provisions to enable artists to receive a fair-market tax deduction for contributions to collecting institutions as supported in the Promoting Local Artists and Creative Economy Workforce Act (PLACE Act) HR 6569/S.3560
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
- S. 243 Legacy IRA Act: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust). - H.R.2954: Securing a Strong Retirement Act of 2021, including Legacy IRA Act - S. 2872 / H.R. 4750: Performing Artist Tax Parity Act and Qualified Performing Artist Tax Deduction - H.R.6161 / S. 3625: To amend the Internal Revenue Code of 1986 to temporarily reinstate the employee retention credit for employers subject to closure due to COVID-19 - Infrastructure Legislation: Reinstatement and improvement of 4th Quarter Employee Retention Tax Credit - S.618 / HR.1704: Universal Giving Pandemic Response Act - Charitable giving: To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving - Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of created by the donor.
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to S. 243, the Legacy IRA Act; Issues related to S. 618, Universal Giving Pandemic Response and Recovery Act; Issues related to H.R. 1704, Universal Giving Pandemic Response and Recovery Act; Issues related to H.R. 2954, Securing a Strong Retirement Act of 2021, as it related to the expansion of the IRA Charitable Rollover
Client expense: Not reported · Firm income: $10,000
Government targets: SENATE
2022 · third_quarter · Small Business
Issues related to nonprofit loans, grants and loan forgiveness; Issues related to FY23 appropriations bills; Issues relating to the Presidents FY24 budget; H.R. 8295 Labor HHS Appropriations bill; H.R. 8294 Interior, Environment and Related Agencies Appropriations bill; Issues related to the Paycheck Protection Program; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; S.243 Legacy IRA Act;
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY24 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; H.R.5376 Build Back Better Act/Inflation Reduction Act; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions; H.R. 6833 Continuing Appropriations and Ukraine Supplemental Appropriations Act, 2023;
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · third_quarter · Taxation/Internal Revenue Code
S.243 Legacy IRA Act, to incentivize more seniors to give to charities S.618/H.R.1704 Universal Giving Pandemic Response and Recovery Act, to further incentivize all taxpayers to give to charity-regardless of their income or whether they itemize-helping to spur more even more giving as communities fight and recover from COVID-19 and its economic effects SECURE 2.0 (S. 306/H.R. 2954)
Client expense: $690,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Tax incentives for charitable donations, including gifts of property. Artist-Museum Partnership Act, to allow artists a fair market-value deduction for charitable contributions of literary, musical, artistic or scholarly works created by the donor. Maintaining prohibitions on political endorsements by charitable nonprofits. Supporting a universal charitable deduction (S. 618/H.R. 1704; H.R. 1081) to allow taxpayers claiming the standard deduction to also deduct charitable contributions. Supporting and strengthening the historic tax credit. Supporting the Legacy IRA Act (S. 243; and provisions in H.R. 2954, Securing a Strong Retirement Act of 2022), which would broaden the IRA Charitable Rollover, allowing individuals to make tax-free distributions to planned giving accounts as well as to charities. Provisions to increase charitable giving and include nonprofits, including museums, in SBA and other loan and loan forgiveness programs. Extend the Employee Retention Tax Credit (ERTC) beyond 2021, modify nonprofit eligibility beyond the current gross receipts test, and oppose 4th quarter 2021 elimination in H.R. 3684. Support H.R. 6161/S. 3625 to provide for a reinstatement of the Employee Retention Tax Credit through 2021.
Client expense: $17,686 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA)
2022 · third_quarter · Taxation/Internal Revenue Code
Universal Giving Pandemic Response and Recovery Act (S. 618 and H.R 1704) Restoration of expired charitable giving incentives for individuals and corporations Unemployment Compensation reforms ERTC Reinstatement Act (H.R. 6161/S. 3624) Volunteer Driver Tax Appreciation Act of 2022 (H.R. 7432) Tax Emergency Adjustment for Mileage Volunteers (TEAM Volunteers) Act,
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of