Loading…
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 9,698 other HR bills in the 117th — cohort avg 63d
For the 99.5 Percent Act This bill imposes increased tax rates on decedent estates, gifts, and generation-skipping transfers. Estates with a value of over $1 billion are taxed at a 65% tax rate. The basic exclusion amount is reduced to $3.5 million. The bill increases (1) to $3 million the reduction in valuations of farmland for estate tax purposes and adjusts such increased amount for inflation, and (2) to $2 million the maximum estate tax exclusion for contributions of conservation easements. It also increases to 60% the applicable percentage for such exclusion. The bill requires (1) consistent basis reporting for property acquired by gift and transfers in trust, and (2) executors of estates and donors of gifts required to file a gift tax return to disclose to the Department of the Treasury, and to recipients of any interest in an estate or a gift, information identifying the value of each interest received. The bill sets forth estate valuation rules for certain transfers of nonbusiness assets and limits estate tax discounts for certain individuals with minority interests in a business acquired from a decedent. The bill expands rules for valuing assets in grantor retained annuity trusts to require that (1) the right to receive fixed amounts from an annuity last for a term of not less than 10 years and not more than the life expectancy of the annuitant plus 10 years, and that such fixed amounts not decrease during the first 10 years of the annuity term, and (2) the remainder interest have a value when transferred that is not less than the the greater of 25% of the fair market value of the trust property or $500,000. The bill also sets forth rules for the application of transfer taxes to a grantor trust (a trust in which the grantor retains control over the trust assets and has the right to receive income from the trust). The bill eliminates the generation-skipping transfer tax exemption for any trust whose termination date is not greater than 50 years after its creation. The bill modifies the tax exclusion for annual gifts to eliminate the present interest requirement for such exclusion and to impose a new, aggregate per donor limit equal to twice the annual exclusion amount in effect for the taxable year.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (8)
Referred to the House Committee on Ways and Means.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2024 · fourth_quarter · Taxation/Internal Revenue Code
S.1108 - Death Tax Repeal Act of 2023 H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: Tax Cuts & Jobs Act Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 Consolidated Appropriations Act, 2023 (PL 117-328) H.R. 2576 / S. 1178: For the 99.5 Percent Act H.R.1979/S.794 -Tax Excessive CEO Pay Act of 2021 Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act H.R.7024 -The Tax Relief for American Families and Workers Act of 2024.
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 - Tax Excessive CEO Pay Act of 2021 Private Placement Life Insurance
Client expense: $350,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 - Tax Excessive CEO Pay Act of 2021
Client expense: $690,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 - Tax Excessive CEO Pay Act of 2021 Consolidated Appropriations Act, 2023 (PL 117-328)
Client expense: $460,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 - Tax Excessive CEO Pay Act of 2021
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · fourth_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues; PFAS Compounds Policy
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2022 · fourth_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Monitor tax provisions under consideration in proposed legislation.
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
HR 1785, S 714- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act HR 2576, S 994- Estate Taxes, For the 99.5% Act S 510, HR 1459- Ultra-millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act HR 2617, HR 1068, S 1598- Carried interest tax loophole HR 7502- Babies Over Billionaires Act HR 8558- Billionaire Minimum Income Tax Individual taxes- Surtax, increase rates on high income, raise top rate to 39.6%, close loopholes, Mark to Market Corporate tax- higher rates, close loopholes, raise revenue S 2680, HR 4940- Corporate tax- Minimum rate (e.g. 15%), Real Corporate Profits Tax Act of 2021 HR 6847- Individualized itemized tax deduction for SALT, Supporting Americans with Lower Taxes Act (SALT Act) Earned Income Tax Credit (EITC), Child Tax Credit (CTC) HR 2549, S 1157- Tax Fairness for Workers Act, Individual tax deduction for union dues S 4192, HR 8448- No Tax Breaks for Union Busting Act General Business Tax Credits refundability Tax Extenders General, R & D Tax Credit, Refundable NOL Carryover Opportunity Zone Reform Act S 4508, HR 8368- Simplifying Federal Tax Filing Procedures, Tax Filing Simplification Act
Client expense: $540,000 · Firm income: Not reported
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169 H.R.2617 - Consolidated Appropriations Act, 2023 (PL 117-328)
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; Inflation Reduction Act of 2022 (PL 117-169); S. 4353 - RISE & SHINE Act; EARN Act; Consolidated Appropriations Act, 2023 (PL 117-328).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. IRS enforcement and resources for enforcement of the Internal Revenue Code 3. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 4. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. Administration prosposals for tax code amendments regarding personal income taxation rates 6. Proposals for electric vehicle tax credits 7. H.R. 7502, Babies Over Billionaires Act, entire bill 8. H.R. 8558, Billionaire Minimum Income Tax Act, entire bill 9. S.1157, Tax Fairness for Workers Act, entire bill
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues; PFAS Compounds Policy
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2022 · third_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Budget reconciliation process -- monitor tax provisions under consideration
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. IRS enforcement and resources for enforcement of the Internal Revenue Code 3. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 4. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. Administration prosposals for tax code amendments regarding personal income taxation rates 6. Proposals for electric vehicle tax credits 7. H.R. 7502, Babies Over Billionaires Act, entire bill 8. H.R. 8558, Billionaire Minimum Income Tax Act, entire bill
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Billionaires Surtax- various proposals Individual taxes- Surtax, increase rates on high income, return top rate to 39.6%, close loopholes, Mark to Market Corporate tax rates, close loopholes Supporting Americans with Lower Taxes (SALT) Act Earned income tax credits, child tax credits HR 2549, S 1157- Tax Fairness for Workers Act, Individual tax deduction for union dues S 4192, HR 8448- No Tax Breaks for Union Busting Act HR 2337- Public Servants Protection and Fairness Act of 2021 Tax Filing Simplification Act HR 5376, HR 1785, S 714- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act HR 5376, HR 2576, S 994- Estate Taxes, For the 99.5% Act HR 5376, S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act HR 5376, S 2617, HR 1068, S 1598- Carried interest tax loophole HR 7502- Babies Over Billionaires Act HR 8558- Billionaire Minimum Income Tax Deemed realization (1 time) at death/transfer for large assets (e.g. >$1 B) HR 2286- Deemed Realization of capital gains HR 5376, HR 1116, HR 1200, S 1857, S 1788- Increase funds for IRS tax enforcement and services, IRS Enhancement and Tax Gap Reduction Act of 2021, Stop CHEATERS Act, Restoring the IRS Act S 1652- Paying a Fair Share Act Close NIIT and SECA tax loopholes- use revenue for Medicare HR 5376, S 2680, HR 4940- Corporate tax: minimum rate (e.g. 15%), Real Corporate Profits Tax Act of 2021 General Business Tax Credits refundability Tax extenders General, R&D Tax Credit, Refundable NOL Carryover Opportunity Zone Reform Act
Client expense: $470,000 · Firm income: Not reported
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act H.R. 5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; H.R.5376 - Inflation Reduction Act of 2022 - Public Law No: 117-169; S. 4353 - RISE & SHINE Act; EARN Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Budget reconciliation process -- monitor tax provisions under consideration
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan Billionaires Surtax, various proposals Windfall Elimination Tax proposals HR 5376, HR 1785, S 714- international tax incentives for outsourcing and rates No Tax Breaks for Outsourcing Act HR 5376, HR 2576, S 994- Estate Tax Reform For the 99.5% Act HR 5376, S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act HR 5376, S 2617, HR 1068, S 1598- Carried interest tax loophole various bills- Taxing Millionaires and Billionaires various bills- Corporate Tax Reform Earned income tax credits, child tax credits HR 2549, S 1157- Individual tax deduction for union dues S 4192- No Tax Breaks for Union Busting Act S 3701- Social Security 2100: A Sacred Trust, GPO/WEP HR 2337- Public Servants Protection and Fairness Act of 2021 HR 7502- Babies over Billionaires Act Billionaire Minimum Income Tax Deemed realization (1 time) at death/transfer for large assets (e.g. >$1B) HR 2286- Deemed Realization of capital gains HR 5376, HR 1116- Increase funds for IRS for tax enforcement and services HR 1200, S 1857, S 1788- IRS Enhancement and Tax Gap Reduction Act of 2021; Stop CHEATERS Act; Restoring the IRS Act S 1652- Paying a Fair Share Act Individual taxes- Surtax, increase rates on high income, return top rate to 39.6%, close loopholes, Mark to Market Close NIIT and SECA tax loopholes- use revenue for Medicare Corporate tax- higher rates, close loopholes, raise revenue, Minimum tax (e.g. 15%) S 2680, HR 4940- Real Corporate Profits Tax Act of 2021 HR 6847- Individual itemized tax deduction for SALT, Supporting Americans with Lower Taxes (SALT) Act Tax Fairness for Workers Act General Business Tax Credits refundability Tax extenders, R&D Tax Credit, Refundable NOL Carryover Opportunity Zone Reform Act Simplifying Federal Tax Filing Procedures, Tax Filing Simplification Act HR 3802, HR 7061- Big Oil Windfall Profits Tax Space Tax Act
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act S 4353 - Rise & Shine Act EARN Act
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; H.R. 5376 - Build Back Better Act; S. 4353 - RISE & SHINE Act; EARN Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · second_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues; PFAS Compounds Policy
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2022 · second_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. IRS enforcement and resources for enforcement of the Internal Revenue Code 3. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 4. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. Administration prosposals for tax code amendments regarding personal income taxation rates 6. Proposals for electric vehicle tax credits 7. H.R. 7502, Babies Over Billionaires Act, entire bill
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Defending current Stepped-up Basis provisions for farmers Defending current 1031 rules for farmers Defending current Estate Tax levels for farmers Opposition to the STEP Act - Draft legislation Opposition to the 99.5% Act S. 994/H.R. 2576
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan Paid Family Medical Leave Billionaires Surtax- various proposals HR 5376- Income tax on extremely high incomes; Billionaires Income Tax; Babies Over Billionaires Act (Deemed realization on individuals with sizable assets or large unrealized capital gains) S 3701- WEP/GPO; Windfall Elimination Tax; Social Security 2100: A Sacred Trust HR 5376, HR 1785, S 714- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act HR 5376, HR 2576, S 994- Estate Taxes, For the 99.5% Act HR 5376, S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act HR 5376, S 2617, HR 1068, S 1598- Carried interest tax loophole Deemed realization (one-time) at death or transfer for large assets (e.g. <$1,000,000,000) HR 2286- Deemed Realization of capital gains HR 5376, HR 1116, HR 1200, S 1857, S 1788- Increased federal funding of IRS to strengthen tax enforcement and services; IRS Enhancement and Tax Gap Reduction Act of 2021; Stop CHEATERS Act; Restoring the IRS Act 28% cap on value of individual itemized deductions 20% deduction for business owners' pass through income to individual taxes S 1652- Paying a Fair Share Act Individual taxes: Surtax; increase rates on high income; return top rate to 39.6%; close loopholes; Mark to Market Close NIIT and SECA tax loopholes and delicate revenue to fund Medicare Corporate tax- higher rates; close loopholes; raise revenue; minimum rate (e.g. 15%) S 2680, HR 4940- Real Corporate Profits Tax Act of 2021 HR 6847- Individual tax itemized deduction for state and local taxes (i.e. SALT) Supporting Americans with Lower Taxes Act (SALT Act) Earned income tax credits, child tax credits HR 2549, S 1157- Tax Fairness for Workers Act, Individual tax deduction for union dues General Business Tax Credits refundability Tax extenders generally, R&D Tax Credit, Refundable NOL Carryover Opportunity Zone Reform Act HR 2337- Public Servants Protection and Fairness Act of 2021 Simplifying Federal Tax Filing Procedures S 3802, HR 7061- Big Oil Windfall Profits Act Space Tax Act
2022 · first_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Budget reconciliation process -- monitor tax provisions under consideration
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. IRS enforcement and resources for enforcement of the Internal Revenue Code 3. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 4. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. Administration prosposals for tax code amendments regarding personal income taxation rates 6. Proposals for electric vehicle tax credits
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14 HR 5376, Build Back Better Act
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2022 · first_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues; PFAS Compounds Policy
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2022 · first_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14; HR 5376 - Build Back Better Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Defending current Stepped-up Basis provisions for farmers Defending current 1031 rules for farmers Defending current Estate Tax levels for farmers Opposition to the STEP Act - Draft legislation Opposition to the 99.5% Act S. 994/H.R. 2576
Client expense: $130,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2021 · fourth_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Budget reconciliation process -- monitor tax provisions under consideration
Client expense: $20,000 · Firm income: Not reported
Government targets: Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, SENATE
2021 · fourth_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. Proposals to reduce or suspend Social Security and Medicare withholding taxes 3. IRS enforcement and resources for enforcement of the Internal Revenue Code 4. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 6. Administration prosposals for tax code amendments regarding personal income taxation rates
Client expense: $70,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Social Security Administration (SSA)
2021 · fourth_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14
Client expense: $440,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · fourth_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · fourth_quarter · Taxation/Internal Revenue Code
Defending current Stepped-up Basis provisions for farmers Defending current 1031 rules for farmers Defending current Estate Tax levels for farmers Opposition to the STEP Act - Draft legislation Opposition to the 99.5% Act S. 994/H.R. 2576
Client expense: $130,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
2021 · third_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2021 · third_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan HR 564- Paid Family Medical Leave HR 1785, S 714- No Tax Breaks for Outsourcing Act HR 2576, S 994- For the 99.5% Act S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act Sensible Taxation and Equity Promotion (STEP) Act, discussion draft HR 1068- Carried Interest Fairness Act HR 1116- IRS Enhancement and Tax Gap Reduction Act HR 1200, S 1857- Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S 1788- Restoring the IRS Act of 2021 HR 328, S 817- Wall Street Tax Act HR 2735, S 1283- Tax on Wall Street Speculation Act 28% cap on value of individual itemized deductions 20% deduction for business owners' pass thru income to individual taxes HR 2286- Deemed Realization of capital gains at death or bequest Deemed Realization (one-time) at death or transfer for significant assets (e.g. >$1,000,000,000) Babies Over Billionaires Act (Deemed Realization on individuals with large unrealized capital gains during COVID timeframe) S 1652- Paying a Fair Share Act S 2680, HR 4940- Real Corporate Profits Tax S 794- Tax Excessive CEO Pay Act Individual taxes: Surtax, higher rates on high incomes, close loopholes, Mark to Market Individual tax rate: raise top rate to 39.6% or higher Close NIIT and SECA tax loopholes and dedicate revenue to fund Medicare Corporate taxes (e.g. higher rates, close loopholes, raise revenue) Corporate taxes: minimum 15% Individual tax itemized deduction for state and local taxes (i.e. SALT) Earned income tax credit and child tax credits HR 2549, S 1157- Tax Fairness for Workers Act HR 696, S 147- CARES Windfall for the Wealthiest Repeal Act General Business Tax Credits refundability Refundable NOL Carryover, Credit for R & D COVID-19 expenditures COVID Relief Package, Millionaires Giveaway Net Operating Loss tax break Ways and Means Draft, The Building an Economy for Families Act Payroll tax credit for child care providers (employer side refundable credit) HR 3007, S 1545- Disclosure of Tax Havens and Offshoring Act
2021 · third_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. Proposals to reduce or suspend Social Security and Medicare withholding taxes 3. IRS enforcement and resources for enforcement of the Internal Revenue Code 4. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 6. Administration prosposals for tax code amendments regarding personal income taxation rates
Client expense: $80,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA)
2021 · third_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes Budget reconciliation process -- monitor tax provisions under consideration
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · third_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement; S. Con. Res. 14.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · third_quarter · Taxation/Internal Revenue Code
Defending current Stepped-up Basis provisions for farmers Defending current 1031 rules for farmers Defending current Estate Tax levels for farmers Opposition to the STEP Act - Draft legislation Opposition to the 99.5% Act S. 994/H.R. 2576
Client expense: $130,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR), White House Office
S. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 H.R.1319 - 117th Congress American Rescue Plan Act of 2021 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement
Client expense: $570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2021 · second_quarter · Environment/Superfund
Climate Change Policy; Potential climate change legislation; United Nations Framework Convention on Climate Change; Regulation of High GWP Compounds Under the Clean Air Act; Toxic Substances Control Act; Frank R. Lautenberg Chemical Safety for the 21st Century Act (H.R. 2576), Clean Air Act implementation issues
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS)
2021 · second_quarter · Taxation/Internal Revenue Code
1. Proposals regarding the deduction of medical expenses under the tax code 2. Proposals to reduce or suspend Social Security and Medicare withholding taxes 3. IRS enforcement and resources for enforcement of the Internal Revenue Code 4. S. 994, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 5. H.R. 2576, A bill to amend the Internal Revenue Code of 1986 to reinstate estate and generation-skipping taxes, and for other purposes, entire bill 6. Administration prosposals for tax code amendments regarding personal income taxation rates
Client expense: $80,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA)
2021 · second_quarter · Taxation/Internal Revenue Code
S.617, H.R. 1712, support Estate Tax permanent repeal legislation 99.5 Percent Act (S.994, H.R. 2576) and Sensible Taxation and Equality Promotion Act (STEP Act) (Discussion Draft). Oppose "step up basis" changes
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2021 · second_quarter · Taxation/Internal Revenue Code
Biden Made in America Tax Plan The Building an Economy for Families Act Payroll tax for child care providers (employers side refundable credit) Businesses PPP Double Dip H.R. 696/S. 147 - CARES Windfall for the Wealthiest Repeal Act H.R. 1068 - Carried Interest Fairness Act Close NIIT & SECA tax loopholes & direct revenue to Fund Medicare Corporate tax (e.g. higher rates, close loopholes, raise revenue) Corporate tax: Minimum 15% H.R. 2286 - Deemed Realization of capital gains at death or bequest H.R. 3007/S. 1545 - Disclosure of Tax Havens and Offshoring Act Earned income tax credit and child tax credits Fairness in Taxation Act H.R. 2576/S. 994 - For the 99.5% Act General Business Tax Credits refundability Individual tax rate (e.g. surtax, higher rate, close loopholes, Mark to Market) Individual tax rate: raise top rate to 39.6% or higher Individual tax itemized deduction for state & local taxes (e.g. SALT) IRS Enhancement and Tax Gap Reduction Act H.R. 3805/S. 2028 - Millionaires Surtax Act COVID Relief Package - Millionaires Giveaway Net Operating Loss tax break H.R. 1785/S. 714 - No Tax Breaks for Outsourcing Act Paid Family Medical Leave S. 1652 - Paying a Fair Share Act Real Corporate Profits Tax Refundable NOL Carryover, Credit for R&D COVID-19 expenditures S. 1788 - Restoring the IRS Act of 2021 Sensible Taxation and Equity Promotion (STEP) Act H.R. 1200/S. 1857 - Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S. 794 - Tax Excessive CEO Pay Act Tax Fairness Act of 2021 Deemed realization (one-time) at death or transfer for assets > $1,000,000,000 H.R. 2549/S. 1157 - Tax Fairness for Workers Act H.R. 2735/S. 1283 - Tax on Wall Street Speculation Act H.R. 1459/S. 510 - Ultra-Millionaire Tax Act of 2021 H.R. 328/S. 817 - Wall Street Tax Act Wealth Tax (one-time) on individuals with sizeable assets 28% cap on value of individual itemized deductions 20% deduction for business owners pass thru income to individual taxes
2021 · second_quarter · Taxation/Internal Revenue Code
S. 994/H.R. 2576 - For the 99.9 Percent Act; S. 547/H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021; H.R. 822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021; S. 617 - 117th Congress Death Tax Repeal Act of 2021; American Rescue Plan Act of 2021 (PL 117-2); H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes; S. 1770 - Retirement Security and Savings Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; Issues related to retirement
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
| Democratic |
| IN |
| Andy Levin | Democratic | MI |
| Ayanna Pressley | Democratic | MA |
| Barbara Lee | Democratic | CA |
| Bobby L. Rush | Democratic | IL |
| Bonnie Watson Coleman | Democratic | NJ |
| Carolyn B. Maloney | Democratic | NY |
| Cori Bush | Democratic | MO |
| Danny K. Davis | Democratic | IL |
| Donald M. Payne, Jr. | Democratic | NJ |
| Earl Blumenauer | Democratic | OR |
| Eleanor Holmes Norton | Democratic | DC |
| Grace F. Napolitano | Democratic | CA |
| Grace Meng | Democratic | NY |
| Ilhan Omar | Democratic | MN |
| Janice D. Schakowsky | Democratic | IL |
| Jesús G. "Chuy" García | Democratic | IL |
| Judy Chu | Democratic | CA |
| Lucille Roybal-Allard | Democratic | CA |
| Marie Newman | Democratic | IL |
| Mark DeSaulnier | Democratic | CA |
| Mark Pocan | Democratic | WI |
| Mark Takano | Democratic | CA |
| Melanie A. Stansbury | Democratic | NM |
| Mondaire Jones | Democratic | NY |
| Peter A. DeFazio | Democratic | OR |
| Pramila Jayapal | Democratic | WA |
| Rashida Tlaib | Democratic | MI |
| Raúl M. Grijalva | Democratic | AZ |
| Ro Khanna | Democratic | CA |
| Rosa L. DeLauro | Democratic | CT |
| Steve Cohen | Democratic | TN |
| Ted Lieu | Democratic | CA |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
Client expense: $590,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
Client expense: $570,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: $570,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office