Historic Tax Credit Growth and Opportunity Act of 2021

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 25C, the Nonbusiness Energy Property Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 45L, the Energy Efficient Home Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act. (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal(H.R. 3925/S. 1805).

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

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

Tax policy issues specifically including the Historic Tax Credit and implementation of Superfund Taxes; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; implementation of H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169); R&D Expensing and Low-Income Housing Tax Credit, H.R.2617, Consolidated Appropriations Act, 2023.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $21,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $21,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $21,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $21,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Improvements to the Historic Tax Credit (IRC Section 47). Administration of the Historic Tax Credit The Historic Tax Credit Growth and Opportunity Act, H. R. 2294 and S. 2266

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Park Service (NPS), SENATE

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256)

Client expense: $31,821 · Firm income: Not reported

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

Federal Rehabilitation Tax Credit. Historic Tax Credit Growth and Opportunity Act (H.R 2294, S. 2266)

Client expense: Not reported · 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

Improvements to the Historic Tax Credit (IRC Section 47). Administration of the Historic Tax Credit The Historic Tax Credit Growth and Opportunity Act, H. R. 2294 and S. 2266

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Park Service (NPS), SENATE

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction in the Inflation Reduction At (P.L. 117-169). Lobbied on Section 25C, the Nonbusiness Energy Property Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 45L, the Energy Efficient Home Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal (S. 1805).

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

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

Issues as they relate to corporate taxation; general tax issues including H.R.2294 - Historic Tax Credit Growth and Opportunity Act of 2021.

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

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 25C, the Nonbusiness Energy Property Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 45L, the Energy Efficient Home Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act. (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal(H.R. 3925/S. 1805).

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

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

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 25C, the Nonbusiness Energy Property Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on Section 45L, the Energy Efficient Home Credit in the Inflation Reduction Act (P.L. 117-169). Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act. (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal(H.R. 3925/S. 1805).

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

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

Educate members of Congress and staff or how the national interest is served by IRC Section 47 which provides incentives for real estate developers to rehabilitate certified historic properties; support for enactment of the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294); issues related to the COVID-19 Pandemic and passage of the CARES Act (P.L. 116-136).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax policy issues specifically including the Historic Tax Credit and implementation of Superfund Taxes; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $23,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $23,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $23,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas. We share challenges encountered by community development projects related to the COVID-19 pandemic recovery and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in year-end legislation.

Client expense: $23,000 · 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)

Client expense: $20,970 · Firm income: Not reported

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

Tax policy issues specifically including the Historic Tax Credit and implementation of Superfund Taxes; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; H.R.5376, Inflation Reduction Act of 2022 (P.L.117-169).

Client expense: $220,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal Rehabilitation Tax Credit. Historic Tax Credit Growth and Opportunity Act (H.R 2294, S. 2266)

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Improvements to the Historic Tax Credit (IRC Section 47). Administration of the Historic Tax Credit The Historic Tax Credit Growth and Opportunity Act, H. R. 2294 and S. 2266 House Reconciliation Package

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Park Service (NPS), 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

Issues as they relate to corporate taxation; general tax issues including H.R.2294 - Historic Tax Credit Growth and Opportunity Act of 2021.

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

Educate members of Congress and staff or how the national interest is served by IRC Section 47 which provides incentives for real estate developers to rehabilitate certified historic properties; support for enactment of the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294); issues related to the COVID-19 Pandemic and passage of the CARES Act (P.L. 116-136).

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

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

Tax policy issues specifically including the Historic Tax Credit and implementation of Superfund Taxes; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; FY2022 Budget Reconciliation (H.R.5376).

Client expense: $290,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction. Lobbied on Section 25C, the Nonbusiness Energy Property Credit. Lobbied on Section 45L, the Energy Efficient Home Credit. Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal (SHELTER) Act (S. 1805). 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, SENATE, Treasury, Dept of

Lobbied on Section 179D, the Energy Efficient Commercial Building Tax Deduction. Lobbied on Section 25C, the Nonbusiness Energy Property Credit. Lobbied on Section 45L, the Energy Efficient Home Credit. Lobbied on the research and development tax credit. No bill number. Lobbied for the Historic Tax Credit Growth and Opportunity Act of 2021 (H.R. 2294). The bill would amend the Internal Revenue Code of 1986 to modify the rehabilitation credit for certain small projects, to eliminate the requirement that the taxpayer's basis in a building be reduced by amount of the rehabilitation credit determined with respect to such building, and for other purposes. Lobbied in support of the Retirement Parity for Student Loans Act. (S. 1443/H.R. 2917). The bill would amend the Internal Revenue Code of 1986 to permit treatment of student loan payments as elective deferrals for purposes of employer matching contributions, and for other purposes. Lobbied for the Stronger, Healthier Environment for Low-Income Tenants and Economic Renewal (SHELTER) Act (H.R. 3925/S. 1805).

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

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

Tax policy issues specifically including the Historic Tax Credit and implementation of Superfund Taxes; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; FY2022 Budget Reconciliation (H.R.5376).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities and contribute to the rebuilding of our nations infrastructure. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC related provisions included infrastructure reconciliation legislation HR 5376. Educate members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas and contribute to the rebuilding of our nations infrastructure. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in infrastructure legislation. We share challenges encountered by community development projects related to the COVID-19 pandemic and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of NMTC related provisions included infrastructure reconciliation legislation HR 5376.

Client expense: $31,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities and contribute to the rebuilding of our nations infrastructure. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC related provisions included infrastructure reconciliation legislation HR 5376. Educate members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas and contribute to the rebuilding of our nations infrastructure. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in infrastructure legislation. We share challenges encountered by community development projects related to the COVID-19 pandemic and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of NMTC related provisions included infrastructure reconciliation legislation HR 5376.

Client expense: $31,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities and contribute to the rebuilding of our nations infrastructure. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC related provisions included infrastructure reconciliation legislation HR 5376. Educate members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas and contribute to the rebuilding of our nations infrastructure. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in infrastructure legislation. We share challenges encountered by community development projects related to the COVID-19 pandemic and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of NMTC related provisions included infrastructure reconciliation legislation HR 5376.

Client expense: $31,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R. 2294 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S. 2266. We discuss how the provisions will help assist in revitalizing our communities and contribute to the rebuilding of our nations infrastructure. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC related provisions included infrastructure reconciliation legislation HR 5376. Educate members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2021 (H.R. 1321/S. 456), and bills that would bring more NMTC investment to economically distressed areas and contribute to the rebuilding of our nations infrastructure. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in infrastructure legislation. We share challenges encountered by community development projects related to the COVID-19 pandemic and encourage the inclusions of NMTC provisions to aid in the economic recovery. We request congressional support and promote the benefits of NMTC related provisions included infrastructure reconciliation legislation HR 5376.

Client expense: $31,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal Rehabilitation Tax Credit. Historic Tax Credit Growth and Opportunity Act (H.R 2294, S. 2266)

Client expense: Not reported · 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

Improvements to the Historic Tax Credit (IRC Section 47). Administration of the Historic Tax Credit The Historic Tax Credit Growth and Opportunity Act, H. R. 2294 and S. 2266 House Reconciliation Package

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Park Service (NPS), SENATE

Rehabilitation of a historic structure/ Historic Tax Credit Growth and Opportunity Act of 2021; HR 2294

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Rehabilitation of a historic structure/ Historic Tax Credit Growth and Opportunity Act of 2021; HR 2294

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax policy issues specifically including the Historic Tax Credit; S.2266/H.R.2294, Historic Tax Credit Growth and Opportunity Act of 2021; FY2022 Budget Reconciliation (H.R.5376).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues as they relate to corporate taxation; general tax issues including H.R.2294 - Historic Tax Credit Growth and Opportunity Act of 2021

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