Neighborhood Homes Investment Act

H.R. 2143 Neighborhood Homes Investment Act S. 98 Neighborhood Homes Investment Act H.R. 2573 Affordable Housing Credit Improvement Act S. 1136 Affordable Housing Credit Improvement Act S.2554 Renters Tax Credit Act of 2021 S. 2680 Real Corporate Profits Tax Act of 2021 S. 2820 DASH Act S.3590 Middle Class Mortgage Insurance Premium Act of 2022 H.R. 4759 Revitalizing Downtowns Act S. 2511Revitalizing Downtowns Act H.R. 9589 IRS Electronic Income Verification Act

Client expense: $570,000 · Firm income: Not reported

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

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155) Lobbied for the reintroduction of the Yes In My Backyard Act. (H.R. 3198/S. 1614) Lobbied for the Housing Supply and Affordability Act, (H.R. 2126/S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/S. 1136) Lobbied for the Neighborhood Homes Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456) Lobbied in support of The Infrastructure Investment in Jobs Act of 2021 (H.R. 3684) Lobbied for housing investment in Inflation Reduction Act (P.L. 117-169).

Client expense: Not reported · Firm income: $60,000

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

H.R. 613 - the SALT Deductibility Act - Would eliminate the cap on state and local tax deductions. H.R. 2143 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. H.R. 4759 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. H.R. 5041 - GREATER Revitalization of Shopping Centers Act - The bill is designed to address the problem of abandoned malls and shopping centers. H.R. 5376 - Build Back Better Act - Would create downpayment assistance program for homebuyer, increase state and local tax deductions, and other social programs for housing. H.R. 9015 - More Homes on the Market Act - The bill would increase the capital gains exclusion on the sale of a primary residence and index the new limit for inflation. S. 98 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. S. 2511 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. S. Con. Res. 14 - The Concurrent Resolution on the Budget for Fiscal Year 2022 - C.A.R. advocated against paying for the cost of the bill by eliminating or capping 1031 like-kind exchanges, weakening or eliminating stepped-up basis or creating a capital gains tax on unrealized gains at time of death, and increases in the capital gains rate as it would apply to the disposition of real property. C.A.R. advocated for a first time homebuyer tax credit with members of Congress. C.A.R. advocated for a tax credit for commercial property owners to convert their properties to residential units. C.A.R. discussed the issue of 1031 exchanges and their importance in the California real estate market with members of Congress. C.A.R. discussed with Congress the issue of applying a capital gains tax upon death, which would eliminate the benefit of stepped-up basis. C.A.R. discussed with Congress the issue of higher capital gains tax rates for individuals who show higher incomes one-year because of an infrequent event, such as the sale of their home. C.A.R. discussed with Congress the issue of changes to the capital gains exclusion on primary residences.

Client expense: $87,593 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension and Expansion of Credits for Paid Sick and Family Leave and Employee Retention HR1319 - The American Rescue Plan Act of 2021 State and Local Tax Deduction HR202 - SALT Fairness Act HR613 - SALT Deductibility Act HR946 - SALT Act HR2439 - SALT Fairness for Working Families Act HR3925 - SHELTER Act HR5565 - Banana Stand Money Act S85 - SALT Deductibility Act S804 - SALT Deduction Fairness Act Communications with the House of Representatives re: the SALT cap. Section 199A Deduction HR1381 - Main Street Certainty Act HR5376 - Inflation Reduction Act of 2022S480 - Main Street Tax Certainty Act S2387, the Small Business Tax Fairness Act Communications with the House Ways & Means Committee and the Senate Finance Committee opposing the repeal of the Section 199A Qualified Business Interest Deduction. Opportunity Zones HR970 - The Opportunity Zone Extension Act HR4177 - The Expanding Opportunity Zones Act Communications with the U.S. Senate in support of extending the Qualified Opportunity Zone program deadlines. Section 1031 Like-Kind Exchanges HR1742 - The Real Estate Exchange Fairness Act HR5376 - Inflation Reduction Act of 2022 Conversations with the U.S. House of Representatives and the U.S. Senate in support of retaining Section 1031 Like-Kind Exchanges. Neighborhood Homes Investment Act S98 - The Neighborhood Homes Investment Act HR2143 - The Neighborhood Homes Investment Act Conversations with the U.S. House of Representatives and the U.S. Senate supporting bolstering the NHIA. First time homebuyer tax credits HR2863 - First-Time Homebuyer Act of 2021 Conversations with the U.S. House of Representatives and the U.S. Senate in support of a first-time homebuyer tax credit. Low Income Housing Tax Credit HR4204, the Affordable House Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of bolstering the Low Income Housing Tax Credit. Increasing Housing Supply HR2617 - Consolidated Appropriations Act, 2023 Conversations with the U.S. House of Representatives and the U.S. Senate in support of tax incentives to create more housing supply and more housing options for first-time homebuyers. Communications with the House and Senate regarding legislative proposals to convert underused/abandoned commercial properties into residential real estate Estate Tax Reform HR1712 - Death Tax Repeal Act HR5376 - Inflation Reduction Act of 2022 S617 - Death Tax Repeal Act Affordable Housing HR2573 - Affordable Housing Credit Improvement Act of 2021 HR2617 - Consolidated Appropriations Act, 2023 HR2768 - American Housing and Economic Mobility Act HR5376 - Inflation Reduction Act of 2022 S1136 - Affordable Housing Credit Improvement Act of 2021 S1368 - American Housing and Economic Mobility Act Commercial Real Estate Conversion Tax Credits HR4759 - The Revitalizing Downtowns Act S2511 - The Revitalizing Downtowns Act Discussions with the House and Senate regarding policy proposals to encourage converting underutilized commercial real estate into residential housing units. Carried Interest HR1068 - The Carried Interest Fairness Act HR5376 - Inflation Reduction Act of 2022 S1598 - Carried Interest Fairness Act of 2021 Capital Gains HR9015 - More Homes on the Market Act Discussions regarding proposed legislation, the Sensible Taxation and Equity Promotion (STEP) Act. Communications with the House and Senate opposing increases to the capital gains tax rate and taxing of unrealized capital gains Energy Efficiency Tax Incentives HR2346 - E-QUIP Act HR5376 - Inflation Reduction Act of 2022 Tax Credit for Disaster Mitigation/Expenses S1805 - Shelter Act REITs HR3123 - Parity for Non-Traded REITs Act Partnership Tax Rules Communications with the Senate Finance Committee about proposed legislation to change the partnership tax rules Tax Reform HR2275 - The Mortgage Debt Tax Forgiveness Act HR2276 - the Mortgage Insurance Tax Deduction Act HR2286 - A bill to treat property transferred by gift or at death as sold for fair market value HR5376 - Inflation Reduction Act of 2022 S126 - A bill to amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. Communications with the House and Senate opposing changes to the "step-up in basis" provision and in support of increasing the section 121 IRC exclusion. Infrastructure Proposals HR5376 - Inflation Reduction Act of 2022 Communications with the House and Senate regarding the pay-fors in the American Rescue Plan and the American Jobs Plan The Historic Tax Credit HR2266 - The Historic Tax Credit Growth and Opportunity Act HR2294 - The Historic Tax Credit Growth and Opportunity Act COVID-19 Recovery Communications with the U.S. House of Representatives and the U.S. Senate regarding the Coronavirus Recovery Fund Housing Tax Credit Statute Adjustment. Depreciation of Real Property HR7229 - Renewing Investment in American Workers and Supply Chains Act Tax incentives for housing Discussions with the House and Senate regarding policy proposals to give tax incentives for the production of residential units. Net Investment Income Tax Communications with Congressional leadership opposing the 3.8% net investment income tax. Middle Income Housing Tax Credit Discussions with the House and Senate regarding creating a "middle income housing tax credit." Mortgage Insurance Tax Deduction Conversations with the Senate Finance Committee and the House Ways and Means Committee regarding mortgage insurance tax deduction policies.

Client expense: $25,260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155). Lobbied for the reintroduction of the Yes In My Backyard Act (H.R. 3198/ S. 1614) Lobbied for the Housing Supply and Affordability Act (H.R. 2126/ S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/ S. 1136) Lobbied for the Neighborhood Home Investment Act (S. 98/H.R. 2143)

Client expense: $240,000 · Firm income: Not reported

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

General Tax Reform; H.R. 1381 and S. 480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; S. 2680 and H.R. 4940 Real Corporate Profits Tax Act; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; S. Con. Res. 14, FY2022 Budget Resolution

Client expense: $430,000 · Firm income: Not reported

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

General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2143/S.98, the Neighborhood Homes Investment Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1321 - New Markets Tax Credit Extension Act of 2021 H.R. 2573 - Affordable Housing Credit Improvement Act H.R. 2143 - Neighborhood Homes Investment Act (NHIA) S. 456 - New Markets Tax Credit Extension Act of 2021 S. 1136 - Affordable Housing Credit Improvement Act S. 98 - Neighborhood Homes Investment Act (NHIA)

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues/Topics Affordable housing Housing finance reform Housing vouchers Rental assistance Special purpose credit programs Low-income housing tax credit Fair housing Public housing Foreclosure/eviction prevention Disaster recovery Zoning reform Construction innovation Bills H.R. 2573 / S. 1136, the Affordable Housing Credit Improvement Act H.R. 6880 / S. 1820, the Choice in Affordable Housing Act H.R. 492, the Supporting Veteran Families in Need Act H.R. 876 / S.612, the Improving Housing Outcomes for Veterans Act H.R. 1257, the Homeless Veterans CREDIT Act H.R. 2419, the Affordable Housing for Homeless Veterans Act S. 1838, the Building Credit Access for Veterans Act S. 2172, the Building Solutions for Veterans Experiencing Homelessness Act H.R. 240, the Homeless Veterans with Children Reintegration Act H.R. 5606, the Return Home to Housing Act H.R. 5376, the Build Back Better Act H.R. 5301, To amend title 38, United States Code H.R. 4707 / S. 2471, the Reforming Disaster Recovery Act S. 2182, the Eviction Crisis Act H.R. 4495, the Down Payment Toward Equity Act H.R. 1728, the Investment and Strategy in Rural Housing Preservation Act S. 1991, the Family Stability and Opportunity Vouchers Act H.R. 2143 / S. 98, the Neighborhood Home Investment Act S. 2190, the Task Force on the Impact of the Affordable Housing Crisis Act S. 902, the Housing Supply and Affordability Act S. 2797, the LIFT Homebuyers Act S. 4445, the Affordable Housing Bond Enhancement Act H.R. 3323 / S. 1684, the Federal Home Loan Banks' Mission Implementation Act H.R. 7078 / S. 4181, the LIFELINE Act H.R. 5376, the Inflation Reduction Act

Client expense: $860,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development; FY23 Appropriations; H.R. 2543, Federal Reserve Racial and Economic Equity Act; H.R. 4759/S. 2511, Revitalizing Downtowns Act; H.R. 7078, LIHTC Financing Enabling Long-term Investment in Neighborhood Excellence (LIFELINE) Act; S. 4485, Fair Housing Improvement Act of 2022; H.R. 5756, Portal for Appraisal Licensing Act of 2021; S. 4062, Helping Open Underutilized Space to Ensure Shelter (HOUSES) Act of 2022.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

H.R. 2143 Neighborhood Homes Investment Act S. 98 Neighborhood Homes Investment Act H.R. 2573 Affordable Housing Credit Improvement Act S. 1136 Affordable Housing Credit Improvement Act H.R. 5376 Build Back Better Act S.2554 Renters Tax Credit Act of 2021 S. 2680 Real Corporate Profits Tax Act of 2021 S. 2820 DASH Act S.3590 Middle Class Mortgage Insurance Premium Act of 2022

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension and Expansion of Credits for Paid Sick and Family Leave and Employee Retention HR1319 - The American Rescue Plan Act of 2021 State and Local Tax Deduction HR202 - SALT Fairness Act HR613 - SALT Deductibility Act HR946 - SALT Act HR2439 - SALT Fairness for Working Families Act HR3925 - SHELTER Act HR5565 - Banana Stand Money Act S85 - SALT Deductibility Act S804 - SALT Deduction Fairness Act Communications with the House of Representatives re: the SALT cap. Section 199A Deduction HR1381 - Main Street Certainty Act HR5376 - Inflation Reduction Act of 2022S480 - Main Street Tax Certainty Act S2387, the Small Business Tax Fairness Act Communications with the House Ways & Means Committee and the Senate Finance Committee opposing the repeal of the Section 199A Qualified Business Interest Deduction. Opportunity Zones HR970 - The Opportunity Zone Extension Act HR4177 - The Expanding Opportunity Zones Act Communications with the U.S. Senate in support of extending the Qualified Opportunity Zone program deadlines. Section 1031 Like-Kind Exchanges HR1742 - The Real Estate Exchange Fairness Act HR5376 - Inflation Reduction Act of 2022 Conversations with the U.S. House of Representatives and the U.S. Senate in support of retaining Section 1031 Like-Kind Exchanges. Neighborhood Homes Investment Act S98 - The Neighborhood Homes Investment Act HR2143 - The Neighborhood Homes Investment Act Conversations with the U.S. House of Representatives and the U.S. Senate supporting bolstering the NHIA. First time homebuyer tax credits HR2863 - First-Time Homebuyer Act of 2021 Conversations with the U.S. House of Representatives and the U.S. Senate in support of a first-time homebuyer tax credit. Low Income Housing Tax Credit HR4204, the Affordable House Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of bolstering the Low Income Housing Tax Credit. Increasing Housing Supply Conversations with the U.S. House of Representatives and the U.S. Senate in support of tax incentives to create more housing supply and more housing options for first-time homebuyers. Communications with the House and Senate regarding legislative proposals to convert underused/abandoned commercial properties into residential real estate Estate Tax Reform HR1712 - Death Tax Repeal Act HR5376 - Inflation Reduction Act of 2022 S617 - Death Tax Repeal Act Affordable Housing HR2573 - Affordable Housing Credit Improvement Act of 2021 HR2768 - American Housing and Economic Mobility Act HR5376 - Inflation Reduction Act of 2022 S1136 - Affordable Housing Credit Improvement Act of 2021 S1368 - American Housing and Economic Mobility Act Commercial Real Estate Conversion Tax Credits HR4759 - The Revitalizing Downtowns Act S2511 - The Revitalizing Downtowns Act Discussions with the House and Senate regarding policy proposals to encourage converting underutilized commercial real estate into residential housing units. Carried Interest HR1068 - The Carried Interest Fairness Act HR5376 - Inflation Reduction Act of 2022 S1598 - Carried Interest Fairness Act of 2021 Capital Gains HR9015 - More Homes on the Market Act Discussions regarding proposed legislation, the Sensible Taxation and Equity Promotion (STEP) Act. Communications with the House and Senate opposing increases to the capital gains tax rate and taxing of unrealized capital gains Energy Efficiency Tax Incentives HR2346 - E-QUIP Act HR5376 - Inflation Reduction Act of 2022 Tax Credit for Disaster Mitigation/Expenses S1805 - Shelter Act REITs HR3123 - Parity for Non-Traded REITs Act Partnership Tax Rules Communications with the Senate Finance Committee about proposed legislation to change the partnership tax rules Tax Reform HR2275 - The Mortgage Debt Tax Forgiveness Act HR2276 - the Mortgage Insurance Tax Deduction Act HR2286 - A bill to treat property transferred by gift or at death as sold for fair market value HR5376 - Inflation Reduction Act of 2022 S126 - A bill to amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. Communications with the House and Senate opposing changes to the "step-up in basis" provision and in support of increasing the section 121 IRC exclusion. Infrastructure Proposals HR5376 - Inflation Reduction Act of 2022 Communications with the House and Senate regarding the pay-fors in the American Rescue Plan and the American Jobs Plan The Historic Tax Credit HR2266 - The Historic Tax Credit Growth and Opportunity Act HR2294 - The Historic Tax Credit Growth and Opportunity Act COVID-19 Recovery Communications with the U.S. House of Representatives and the U.S. Senate regarding the Coronavirus Recovery Fund Housing Tax Credit Statute Adjustment. Depreciation of Real Property HR7229 - Renewing Investment in American Workers and Supply Chains Act Tax incentives for housing Discussions with the House and Senate regarding policy proposals to give tax incentives for the production of residential units. Net Investment Income Tax Communications with Congressional leadership opposing the 3.8% net investment income tax. Middle Income Housing Tax Credit Discussions with the House and Senate regarding creating a "middle income housing tax credit."

Client expense: $29,260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Neighborhood Homes Investment Act (H.R. 2143).

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Neighborhood Homes Investment Act (H.R. 2143), Neighborhood Reinvestment Corporation funding level for FY2023 Appropriations, Native American Rural Homeownership Improvement Act of 2021 (S.2092).

Client expense: Not reported · Firm income: Not reported

Government targets: SENATE

Neighborhood Homes Investment Act (H.R. 2143), HOME Investment Partnership Reauthorization Act to include community land trusts, Neighborhood Reinvestment Corporation funding level for FY2023 Appropriations, Native American Housing Assistance and Self-Determination Act of 2021 (S.2264), Reforming Disaster Recovery Act (S.2471), Native American Rural Homeownership Improvement Act of 2021 (S.2092), Emergency rental assistance expenditure deadline for Native American tribes, Capital Magnet Fund, Community Development Block Grants.

Client expense: Not reported · Firm income: Not reported

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

General Tax Reform; H.R. 1381 and S. 480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; S. 2680 and H.R. 4940 Real Corporate Profits Tax Act; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; S. Con.Res.14

Client expense: $530,000 · Firm income: Not reported

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

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155) Lobbied for the reintroduction of the Yes In My Backyard Act. (H.R. 3198/S. 1614) Lobbied for the Housing Supply and Affordability Act, (H.R. 2126/S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/S. 1136) Lobbied for the Neighborhood Homes Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456) Lobbied in support of The Infrastructure Investment in Jobs Act of 2021 (H.R. 3684) Lobbied for housing investment in Inflation Reduction Act (P.L. 117-169).

Client expense: Not reported · Firm income: $60,000

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

H.R. 613 - the SALT Deductibility Act - Would eliminate the cap on state and local tax deductions. H.R. 2143 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. H.R. 4759 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. H.R. 5041 - GREATER Revitalization of Shopping Centers Act - The bill is designed to address the problem of abandoned malls and shopping centers. H.R. 5376 - Build Back Better Act - Would create downpayment assistance program for homebuyer, increase state and local tax deductions, and other social programs for housing. H.R. 9015 - More Homes on the Market Act - The bill would increase the capital gains exclusion on the sale of a primary residence and index the new limit for inflation. S. 98 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. S. 2511 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. S. Con. Res. 14 - The Concurrent Resolution on the Budget for Fiscal Year 2022 - C.A.R. advocated against paying for the cost of the bill by eliminating or capping 1031 like-kind exchanges, weakening or eliminating stepped-up basis or creating a capital gains tax on unrealized gains at time of death, and increases in the capital gains rate as it would apply to the disposition of real property. C.A.R. advocated for a first time homebuyer tax credit with members of Congress. C.A.R. advocated for a tax credit for commercial property owners to convert their properties to residential units. C.A.R. discussed the issue of 1031 exchanges and their importance in the California real estate market with members of Congress. C.A.R. discussed with Congress the issue of applying a capital gains tax upon death, which would eliminate the benefit of stepped-up basis. C.A.R. discussed with Congress the issue of higher capital gains tax rates for individuals who show higher incomes one-year because of an infrequent event, such as the sale of their home. C.A.R. discussed with Congress the issue of changes to the capital gains exclusion on primary residences.

Client expense: $51,888 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155). Lobbied for the reintroduction of the Yes In My Backyard Act (H.R. 3198/ S. 1614) Lobbied for the Housing Supply and Affordability Act (H.R. 2126/ S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/ S. 1136) Lobbied for the Neighborhood Home Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456) Lobbied for housing investment in Inflation Reduction Act (P.L. 117-169).

Client expense: $240,000 · Firm income: Not reported

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

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155). Lobbied for the reintroduction of the Yes In My Backyard Act (H.R. 3198/ S. 1614) Lobbied for the Housing Supply and Affordability Act (H.R. 2126/ S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/ S. 1136) Lobbied for the Neighborhood Home Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456) Lobbied for housing investment in Inflation Reduction Act (P.L. 117-169).

Client expense: $240,000 · Firm income: Not reported

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

H.R. 2143/S.98, the Neighborhood Homes Investment Act; H.R. 5376, the Build Back Better Act, provisions related to housing tax credits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1321 - New Markets Tax Credit Extension Act of 2021 H.R. 2573 - Affordable Housing Credit Improvement Act H.R. 2143 - Neighborhood Homes Investment Act (NHIA) S. 456 - New Markets Tax Credit Extension Act of 2021 S. 1136 - Affordable Housing Credit Improvement Act S. 98 - Neighborhood Homes Investment Act (NHIA)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension and Expansion of Credits for Paid Sick and Family Leave and Employee Retention HR1319 - The American Rescue Plan Act of 2021 State and Local Tax Deduction HR202 - SALT Fairness Act HR613 - SALT Deductibility Act HR946 - SALT Act HR2439 - SALT Fairness for Working Families Act HR3925 - SHELTER Act HR5565 - Banana Stand Money Act S85 - SALT Deductibility Act S804 - SALT Deduction Fairness Act Communications with the House of Representatives re: the SALT cap. Section 199A Deduction HR1381 - Main Street Certainty Act S480 - Main Street Tax Certainty Act S2387, the Small Business Tax Fairness Act Communications with the House Ways & Means Committee and the Senate Finance Committee opposing the repeal of the Section 199A Qualified Business Interest Deduction. Opportunity Zones HR970 - The Opportunity Zone Extension Act HR4177 - The Expanding Opportunity Zones Act Communications with the U.S. Senate in support of extending the Qualified Opportunity Zone program deadlines. Section 1031 Like-Kind Exchanges HR1742 - The Real Estate Exchange Fairness Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of retaining Section 1031 Like-Kind Exchanges. Neighborhood Homes Investment Act S98 - The Neighborhood Homes Investment Act HR2143 - The Neighborhood Homes Investment Act Conversations with the U.S. House of Representatives and the U.S. Senate supporting bolstering the NHIA. First time homebuyer tax credits HR2863 - First-Time Homebuyer Act of 2021 Conversations with the U.S. House of Representatives and the U.S. Senate in support of a first-time homebuyer tax credit. Low Income Housing Tax Credit HR4204, the Affordable House Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of bolstering the Low Income Housing Tax Credit. Increasing Housing Supply Conversations with the U.S. House of Representatives and the U.S. Senate in support of tax incentives to create more housing supply and more housing options for first-time homebuyers. Communications with the House and Senate regarding legislative proposals to convert underused/abandoned commercial properties into residential real estate Estate Tax Reform HR1712 - Death Tax Repeal Act S617 - Death Tax Repeal Act Affordable Housing HR2573 - Affordable Housing Credit Improvement Act of 2021 HR2768 - American Housing and Economic Mobility Act S1136 - Affordable Housing Credit Improvement Act of 2021 S1368 - American Housing and Economic Mobility Act Commercial Real Estate Conversion Tax Credits HR4759 - The Revitalizing Downtowns Act S2511 - The Revitalizing Downtowns Act Carried Interest HR1068 - The Carried Interest Fairness Act S1598 - Carried Interest Fairness Act of 2021 Capital Gains Discussions regarding proposed legislation, the Sensible Taxation and Equity Promotion (STEP) Act. Communications with the House and Senate opposing increases to the capital gains tax rate and taxing of unrealized capital gains Energy Efficiency Tax Incentives HR2346 - E-QUIP Act Tax Credit for Disaster Mitigation/Expenses S1805 - Shelter Act REITs HR3123 - Parity for Non-Traded REITs Act Partnership Tax Rules Communications with the Senate Finance Committee about proposed legislation to change the partnership tax rules Tax Reform HR2275 - The Mortgage Debt Tax Forgiveness Act HR2276 - the Mortgage Insurance Tax Deduction Act HR2286 - A bill to treat property transferred by gift or at death as sold for fair market value S126 - A bill to amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. Communications with the House and Senate opposing changes to the "step-up in basis" provision and in support of increasing the section 121 IRC exclusion. Infrastructure Proposals HR5376 - Build Back Better Act Communications with the House and Senate regarding the pay-fors in the American Rescue Plan and the American Jobs Plan The Historic Tax Credit HR2266 - The Historic Tax Credit Growth and Opportunity Act HR2294 - The Historic Tax Credit Growth and Opportunity Act COVID-19 Recovery Communications with the U.S. House of Representatives and the U.S. Senate regarding the Coronavirus Recovery Fund Housing Tax Credit Statute Adjustment. Depreciation of Real Property HR722 9 - Renewing Investment in American Workers and Supply Chains Act Tax incentives for housing Discussions with the House and Senate regarding policy proposals to give tax incentives for the production of residential units.

Client expense: $14,820,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Invest in affordable homes and in mortgage assistance for low-income homeowners at risk of foreclosure due to the pandemic. S.254 - A bill to establish a Homeowner Assistance Fund at the Department of the Treasury. S.740 - Work Opportunities and Resources to Keep Nonprofit Organizations Well (WORK NOW) Act. H.R.2143/S.98 - Neighborhood Homes Investment Act. H.R.816 - Restoring Communities Left Behind Act. Issues related to housing as infrastructure.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development; H.R. 2543, Federal Reserve Racial and Economic Equity Act; H.R. 4759/S. 2511, Revitalizing Downtowns Act.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Issues/Topics Affordable housing Housing finance reform Housing vouchers Rental assistance Special purpose credit programs Low-income housing tax credit Fair housing Public housing Foreclosure/eviction prevention Disaster recovery Zoning reform Construction innovation Bills H.R. 2573/S. 1136, the Affordable Housing Credit Improvement Act H.R. 6880/S. 1820, the Choice in Affordable Housing Act H.R. 492, the Supporting Veteran Families in Need Act H.R. 876/S.612, the Improving Housing Outcomes for Veterans Act H.R. 1257, the Homeless Veterans CREDIT Act H.R. 2419, the Affordable Housing for Homeless Veterans Act S. 1838, the Building Credit Access for Veterans Act S. 2172, the Building Solutions for Veterans Experiencing Homelessness Act H.R. 240, the Homeless Veterans with Children Reintegration Act H.R. 5606, the Return Home to Housing Act H.R. 5376, the Build Back Better Act H.R. 5301 H.R. 4707/S. 2471, the Reforming Disaster Recovery Act S. 2182, the Eviction Crisis Act H.R. 4495, the Down payment Toward Equity Act H.R. 1728, the Investment and Strategy in Rural Housing Preservation Act S. 1991, the Family Stability and Opportunity Vouchers Act S. 98/H.R. 2143, the Neighborhood Home Investment Act S. 2190, the Task Force on the Impact of the Affordable Housing Crisis Act S. 902, the Housing Supply and Affordability Act S. 2797, the LIFT Homebuyers Act S. 4445, the Affordable Housing Bond Enhancement Act H.R. 3323/S. 1684, the Federal Home Loan Banks' Mission Implementation Act

Client expense: $720,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2143/S.98, the Neighborhood Homes Investment Act; H.R. 5376, the Build Back Better Act, provisions related to housing tax credits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1321 - New Markets Tax Credit Extension Act of 2021 H.R. 2573 - Affordable Housing Credit Improvement Act H.R. 2143 - Neighborhood Homes Investment Act (NHIA) S. 456 - New Markets Tax Credit Extension Act of 2021 S. 1136 - Affordable Housing Credit Improvement Act S. 98 - Neighborhood Homes Investment Act (NHIA) S. 4181/H.R. LIHTC Financing Enabling Long-term Investment in Neighborhood Excellence Act (LIFELINE Act)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483-REHAB Act) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Neighborhood Homes Investment Act (H.R. 2143/S.98) Revitalizing Downtowns Act (H.R. 4759/S. 2511)

Client expense: $30,980 · Firm income: Not reported

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

General Tax Reform; H.R. 1381 and S. 480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; S. 2680 and H.R. 4940 Real Corporate Profits Tax Act; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; S. Con.Res.14

Client expense: $460,000 · Firm income: Not reported

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

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155) Lobbied for the reintroduction of the Yes In My Backyard Act. (H.R. 3198/S. 1614) Lobbied for the Housing Supply and Affordability Act, (H.R. 2126/S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/S. 1136) Lobbied for the Neighborhood Homes Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456) Lobbied in support of The Infrastructure Investment in Jobs Act of 2021 (H.R. 3684) Lobbied in support of Democracy in Design Act (H.R. 5291)

Client expense: Not reported · Firm income: $60,000

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

Lobbied on the importance of building codes in affordable housing. No bill number. Lobbied for the Green Neighborhoods Act. (H.R. 4155). Lobbied for the reintroduction of the Yes In My Backyard Act (H.R. 3198/ S. 1614) Lobbied for the Housing Supply and Affordability Act (H.R. 2126/ S. 902) Lobbied for the Build More Housing Near Transit Act (H.R. 4307) Lobbied for the Affordable Housing Credit Improvement Act (H.R. 2573/ S. 1136) Lobbied for the Neighborhood Home Investment Act (S. 98/H.R. 2143) Lobbied for HOPE for HOMES Act of 2021 (S. 1768/H.R. 3456)

Client expense: $240,000 · Firm income: Not reported

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

General Tax Reform; H.R.1381 and S.480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; Minimum Book Income Tax; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; Budget Reconciliation bill; H.R. 3684, Infrastructure Investment and Jobs Act; S. Con. Res. 14, Fiscal Year 2022 Budget Resolution.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 613 - the SALT Deductibility Act - Would eliminate the cap on state and local tax deductions. H.R. 2143 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. H.R. 4759 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. H.R. 5041 - GREATER Revitalization of Shopping Centers Act - The bill is designed to address the problem of abandoned malls and shopping centers. H.R. 5376 - Build Back Better Act - Would create downpayment assistance program for homebuyer, increase state and local tax deductions, and other social programs for housing. S. 98 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. S. 2511 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. S. Con. Res. 14 - The Concurrent Resolution on the Budget for Fiscal Year 2022 - C.A.R. advocated against paying for the cost of the bill by eliminating or capping 1031 like-kind exchanges, weakening or eliminating stepped-up basis or creating a capital gains tax on unrealized gains at time of death, and increases in the capital gains rate as it would apply to the disposition of real property. C.A.R. advocated for a first time homebuyer tax credit with members of Congress. C.A.R. advocated for a tax credit for commercial property owners to convert their properties to residential units. C.A.R. discussed the issue of 1031 exchanges and their importance in the California real estate market with members of Congress. C.A.R. discussed with Congress the issue of applying a capital gains tax upon death, which would eliminate the benefit of stepped-up basis. C.A.R. discussed with Congress the issue of higher capital gains tax rates for individuals who show higher incomes one-year because of an infrequent event, such as the sale of their home. C.A.R. discussed with Congress the issue of changes to the capital gains exclusion on primary residences.

Client expense: $68,599 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing (Michael Kelley, Michele Stockwell) House and Senate Issues/Topics Affordable housing Housing finance reform Housing vouchers Rental assistance Special purpose credit programs Low-income housing tax credit Fair housing Public housing Foreclosure/eviction prevention Disaster recovery Zoning reform Bills H.R. 2573/S. 1136, the Affordable Housing Credit Improvement Act H.R. 6880/S. 1820, the Choice in Affordable Housing Act H.R. 492, the Supporting Veteran Families in Need Act H.R. 876/S.612, the Improving Housing Outcomes for Veterans Act H.R. 1257, the Homeless Veterans CREDIT Act H.R. 2419, the Affordable Housing for Homeless Veterans Act S. 1838, the Building Credit Access for Veterans Act S. 2172, the Building Solutions for Veterans Experiencing Homelessness Act H.R. 240, the Homeless Veterans with Children Reintegration Act H.R. 5606, the Return Home to Housing Act H.R. 5376, the Build Back Better Act H.R. 5301 H.R. 4707/S. 2471, the Reforming Disaster Recovery Act S. 2182, the Eviction Crisis Act H.R. 4495, the Down payment Toward Equity Act H.R. 1728, the Investment and Strategy in Rural Housing Preservation Act S. 1991, the Family Stability and Opportunity Vouchers Act S. 98/H.R. 2143, the Neighborhood Home Investment Act S. 2190, the Task Force on the Impact of the Affordable Housing Crisis Act S. 902, the Housing Supply and Affordability Act S. 2797, the LIFT Homebuyers Act

Client expense: $630,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension and Expansion of Credits for Paid Sick and Family Leave and Employee Retention HR1319 - The American Rescue Plan Act of 2021 State and Local Tax Deduction HR202 - SALT Fairness Act HR613 - SALT Deductibility Act HR946 - SALT Act HR2439 - SALT Fairness for Working Families Act HR3925 - SHELTER Act HR5565 - Banana Stand Money Act S85 - SALT Deductibility Act S804 - SALT Deduction Fairness Act Communications with the House of Representatives re: the SALT cap. Section 199A Deduction HR1381 - Main Street Certainty Act S480 - Main Street Tax Certainty Act S2387, the Small Business Tax Fairness Act Communications with the House Ways & Means Committee and the Senate Finance Committee opposing the repeal of the Section 199A Qualified Business Interest Deduction Opportunity Zones HR970 - The Opportunity Zone Extension Act HR4177 - The Expanding Opportunity Zones Act Communications with the U.S. Senate in support of extending the Qualified Opportunity Zone program deadlines. Section 1031 Like-Kind Exchanges HR1742 - The Real Estate Exchange Fairness Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of retaining Section 1031 Like-Kind Exchanges. Neighborhood Homes Investment Act S98 - The Neighborhood Homes Investment Act HR2143 - The Neighborhood Homes Investment Act Conversations with the U.S. House of Representatives and the U.S. Senate supporting bolstering the NHIA. First time homebuyer tax credits HR2863 - First-Time Homebuyer Act of 2021 Conversations with the U.S. House of Representatives and the U.S. Senate in support of a first-time homebuyer tax credit. Low Income Housing Tax Credit HR4204, the Affordable House Act Conversations with the U.S. House of Representatives and the U.S. Senate in support of bolstering the Low Income Housing Tax Credit. Increasing Housing Supply Conversations with the U.S. House of Representatives and the U.S. Senate in support of tax incentives to create more housing supply and more housing options for first-time homebuyers. Communications with the House and Senate regarding legislative proposals to convert underused/abandoned commercial properties into residential real estate Estate Tax Reform HR1712 - Death Tax Repeal Act S617 - Death Tax Repeal Act Affordable Housing HR2573 - Affordable Housing Credit Improvement Act of 2021 HR2768 - American Housing and Economic Mobility Act S1136 - Affordable Housing Credit Improvement Act of 2021 S1368 - American Housing and Economic Mobility Act Commercial Real Estate Conversion Tax Credits HR4759 - The Revitalizing Downtowns Act S2511 - The Revitalizing Downtowns Act Carried Interest HR1068 - The Carried Interest Fairness Act S1598 - Carried Interest Fairness Act of 2021 Capital Gains Discussions regarding proposed legislation, the Sensible Taxation and Equity Promotion (STEP) Act. Communications with the House and Senate opposing increases to the capital gains tax rate and taxing of unrealized capital gains Energy Efficiency Tax Incentives HR2346 - E-QUIP Act Tax Credit for Disaster Mitigation/Expenses S1805 - Shelter Act REITs HR3123 - Parity for Non-Traded REITs Act Partnership Tax Rules Communications with the Senate Finance Committee about proposed legislation to change the partnership tax rules Tax Reform HR2275 - The Mortgage Debt Tax Forgiveness Act HR2276 - the Mortgage Insurance Tax Deduction Act HR2286 - A bill to treat property transferred by gift or at death as sold for fair market value S126 - A bill to amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. Communications with the House and Senate opposing changes to the "step-up in basis" provision Infrastructure Proposals HR5376 - Build Back Better Act Communications with the House and Senate regarding the pay-fors in the American Rescue Plan and the American Jobs Plan The Historic Tax Credit HR2266 - The Historic Tax Credit Growth and Opportunity Act HR2294 - The Historic Tax Credit Growth and Opportunity Act COVID-19 Recovery Communications with the U.S. House of Representatives and the U.S. Senate regarding the Coronavirus Recovery Fund Housing Tax Credit Statute Adjustment. Depreciation of Real Property HR722 9 - Renewing Investment in American Workers and Supply Chains Act

Client expense: $12,140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4497 - Housing is Infrastructure Act of 2021 H.R. 4495 - Downpayment Toward Equity Act of 2021 H.R. 2143 - Neighborhood Homes Investment Act H.R. 2553 - Real Estate Valuation Fairness and Improvement Act of 2021 S. 98 - Neighborhood Homes Investment Act S. 2920 - Downpayment Toward Equity Act of 2021 PN1519 - Nomination of David Uejio to be Assistant Secretary of Housing and Urban Development PN433 - Nomination of Solomon Jeffrey Greene to be Assistant Secretary of Housing and Urban Development PM767 - Nomination of Julia Gordon to be Assistant Secretary of Housing and Urban Development PN1491 - Nomination of Sandra L. Thompson to be Director of the Federal Housing Finance Agency

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1321 - New Markets Tax Credit Extension Act of 2021 H.R. 2573 - Affordable Housing Credit Improvement Act H.R. 2143 - Neighborhood Homes Investment Act (NHIA) S. 456 - New Markets Tax Credit Extension Act of 2021 S. 1136 - Affordable Housing Credit Improvement Act S. 98 - Neighborhood Homes Investment Act (NHIA)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

H.R. 613 - the SALT Deductibility Act - Would eliminate the cap on state and local tax deductions. H.R. 2143 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. H.R. 4759 - Revitalizing Downtowns Act - Will provide tax incentives for commercial property owners to convert unused office space to residential units or other more productive uses. H.R. 5376 - Build Back Better Act - Would create downpayment assistance program for homebuyer, increase state and local tax deductions, and other social programs for housing. S. 98 - Neighborhood Homes Investment Act - Will offer tax credits to attract private investment for building and rehabilitating owner-occupied homes. S. Con. Res. 14 - The Concurrent Resolution on the Budget for Fiscal Year 2022 - C.A.R. advocated against paying for the cost of the bill by eliminating or capping 1031 like-kind exchanges, weakening or eliminating stepped-up basis or creating a capital gains tax on unrealized gains at time of death, and increases in the capital gains rate as it would apply to the disposition of real property. C.A.R. advocated for a first time homebuyer tax credit with members of Congress. C.A.R. advocated for a tax credit for commercial property owners to convert their properties to residential units. C.A.R. discussed the issue of 1031 exchanges and their importance in the California real estate market with members of Congress. C.A.R. discussed with Congress the issue of applying a capital gains tax upon death, which would eliminate the benefit of stepped-up basis. C.A.R. discussed with Congress the issue of higher capital gains tax rates for individuals who show higher incomes one-year because of an infrequent event, such as the sale of their home. C.A.R. discussed with Congress the issue of changes to the capital gains exclusion on primary residences.

Client expense: $50,052 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Invest in affordable homes and in mortgage assistance for low-income homeowners at risk of foreclosure due to the pandemic. S.254 - A bill to establish a Homeowner Assistance Fund at the Department of the Treasury. S.740 - Work Opportunities and Resources to Keep Nonprofit Organizations Well (WORK NOW) Act. H.R.2143/S.98 - Neighborhood Homes Investment Act. H.R.816 - Restoring Communities Left Behind Act. Issues related to housing as infrastructure.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

Housing (Michael Kelley, Michele Stockwell) House and Senate Issues/Topics Affordable housing Housing finance reform Housing vouchers Rental assistance Special purpose credit programs Low-income housing tax credit Fair housing Public housing Foreclosure/eviction prevention Disaster recovery Zoning reform Bills H.R. 2573/S. 1136, the Affordable Housing Credit Improvement Act H.R. 6880/S. 1820, the Choice in Affordable Housing Act H.R. 492, the Supporting Veteran Families in Need Act H.R. 876/S.612, the Improving Housing Outcomes for Veterans Act H.R. 1257, the Homeless Veterans CREDIT Act H.R. 2419, the Affordable Housing for Homeless Veterans Act S. 1838, the Building Credit Access for Veterans Act S. 2172, the Building Solutions for Veterans Experiencing Homelessness Act H.R. 240, the Homeless Veterans with Children Reintegration Act H.R. 5606, the Return Home to Housing Act H.R. 5376, the Build Back Better Act H.R. 5301 H.R. 4707/S. 2471, the Reforming Disaster Recovery Act S. 2182, the Eviction Crisis Act H.R. 4495, the Down payment Toward Equity Act H.R. 1728, the Investment and Strategy in Rural Housing Preservation Act S. 1991, the Family Stability and Opportunity Vouchers Act S. 98/H.R. 2143, the Neighborhood Home Investment Act S. 2190, the Task Force on the Impact of the Affordable Housing Crisis Act S. 902, the Housing Supply and Affordability Act S. 2797, the LIFT Homebuyers Act

Client expense: $620,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General Tax Reform; H.R. 1381 and S. 480 Main Street Tax Certainty Act; S. 1077 Permanently Preserving Americas Investment in Manufacturing Act of 2021; H.R. 4549 and S. 749, American Innovation & Jobs Act; H.R. 2143 and S. 98, Neighborhood Homes Investment Act; S. 2680 and H.R. 4940 Real Corporate Profits Tax Act; H.R. 4759 and S. 2511, Revitalizing Americas Downtowns Act; S. Con.Res.14

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

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