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
Local Infrastructure Financing Tools Act or the LIFT Act This bill allows the issuer of an American Infrastructure Bond a credit with respect to each interest payment under such bond. The bill restores advance refundings of bonds to allow states and localities to refinance existing debt. The bill increases to $30 million the limitation on bank-qualified debt for small municipal and nonprofit issuers.
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 (24)
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
2023 · third_quarter · Taxation/Internal Revenue Code
Discussed the importance of elective pay refundable energy tax credits included in the Inflation Reduction Act (Pub. Law 117-169) for public power investments in clean energy technologies to address climate change. Discussed section 242 of H.R. 2811, the Limit, Save, Grow Act of 2023, that would repeal the taxpayer election of payments, in lieu of credits, for specified energy property and production of electricity from certain renewable resources. Discussion of concerns with implementation of the domestic content requirements necessary to access elective pay provisions in the Inflation Reduction Act (Pub. Law 117-169, sections 13101(g)(2), 13102(l), 13701, and 13702). Discussed the need for timely guidance related to the implementation of Pub. Law 117-169, sections 13101(g)(2), 13102(l), 13701, and 13702 (domestic content requirements for elective payment of energy tax credits). Discussed S. 1793/H.R. 5803, the Grid Resiliency Tax Credit Act, to provide tax credits for the installation of regionally significant electric power transmission lines. Discussed the need to restore advance refunding bonds and support for H.R. 1837, the Investing in Our Communities Act (all provisions), and S. 1453, supporting Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Infrastructure Act (all provisions). Discussed support for legislation in the 117th Congress, H.R. 2634, the Local Infrastructure Financing Tools (LIFT) Act, section 4, to increase the small-issuer exception from $10 million to $30 million.
Client expense: $250,000 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
2022 · second_quarter · Transportation
Transportation/Infrastructure (Michael Kelley, Kim Dean, Marcie Haber, Michele Stockwell) House and Senate Issues/Topics Broadband access Clean energy infrastructure Rural infrastructure Infrastructure asset management NEPA reform Environmental review and permitting Private activity and direct payment bonds Gas tax, vehicle miles traveled fee TIFIA/WIFIA programs Innovative finance Disaster recovery reform Public-Private Partnerships Electric vehicle charging infrastructure BRIC Race to Net Zero Legislation Bills H.R. 5689, the Resilient AMERICA Act S. 2016, Surface Transportation Investment Act H.R. 2515, the Building United States Infrastructure through Limited Delays and Efficient Review (BUILDER) Act H.R. 1329, the Surface Transportation Investment Act S. 1931, the Surface Transportation Reauthorization Act S. 914, the Drinking Water and Wastewater Infrastructure Act S. 2324, the Federal Permitting Reform and Jobs Act H.R. 3684, the Infrastructure Investment and Jobs Act H.R. 5376, the Build Back Better Act S. 1308, the American Infrastructure Bonds Act S. 1403, the Move America Act H.R. 2634, the Local Infrastructure Financing Tools (LIFT) Act S. 479, the Lifting Our Communities through Advanced Liquidity (LOCAL) Infrastructure Act H.R. 2760/S. 1282, the Built to Last Act S. 267, the Investments in Rural Transit Act H.R. 4707/S. 2471, the Reforming Disaster Recovery Act H.R. 2895/S. 1499, the REPAIR Act H.R. 6461/S. 3531, the National Climate Adaptation and Resilience Strategy Act S. 2324, the Federal Permitting Reform and Jobs Act H.R. 5532, the National Disaster Safety Board Act S. 1952, the Disaster Learning and Life Saving Act S. 3502, the Achieving Equity in Disaster Response, Recovery, and Resilience Act
Client expense: $630,000 · Firm income: Not reported
2022 · third_quarter · Housing
General issues related to infrastructure and and the built environment; issues related to the use of low carbon building materials in the built environment in the INVEST in America Act (H.R. 3684); issues related to the prioritization of of proposals expanding existing technology transfer for use of low carbon footprint materials through the Community Wood Energy and Wood Innovation Program; General issues related to GSA's use of low carbon building materials; issues related to the LIFT Act (H.R.2634); issues related to building with low carbon building materials - such as wood - in the Presidential Executive Order on Tackling the Climate Crisis at Home and Abroad; issues related to construction of affordable housing; issues related to the Forest Incentives Program Act; the CLEAN Future Act (H.R. 1512).
Client expense: $340,000 · Firm income: Not reported
2022 · fourth_quarter · Transportation
Issues/Topics Broadband access Clean energy infrastructure Rural infrastructure Infrastructure asset management NEPA reform Environmental review and permitting Private activity and direct payment bonds Gas tax, vehicle miles traveled fee TIFIA/WIFIA programs Innovative finance Disaster recovery reform Public-Private Partnerships Electric vehicle charging infrastructure BRIC Race to Net Zero Legislation Disaster Housing Assistance Program IIJA Implementation Issues related to implementation of H.R.3684 - Infrastructure Investment and Jobs Act (P.L. 117-58) Bills H.R. 5689, the Resilient AMERICA Act H.R. 2515, the Building Unites States Infrastructure through Limited delay and Efficiency Reviews Act (BUILDER) Act H.R. 1329, the Surface Transportation Investment Act H.R. 5376, the Build Back Better Act S. 1308, the American Infrastructure Bonds Act S. 1403, the Move America Act H.R. 2634, the Local Infrastructure Financing Tools (LIFT) Act S. 479, the LOCAL Infrastructure Act H.R. 2760 / S. 1282, the Built to Last Act S. 267, the Investments in Rural Transit Act H.R. 4707 / S. 2471, the Reforming Disaster Recovery Act H.R. 2895 / S. 1499, the REPAIR Act H.R. 6461 / S. 3531, the National Climate Adaptation and Resilience Strategy Act H.R. 5532, the National Disaster Safety Board Act S. 1952, the Disaster Learning and Life Saving Act S. 3502, the Achieving Equity in Disaster Response, Recovery, and Resilience Act H.R. 7178, the CLEAR Act H.R.3037, the Housing Survivors of Major Disasters Act S. 4699, the Disaster Assistance Simplification Act S. 4815 / H.R. 9637, Simplifying Timelines and Assure Regulatory Transparency (START) Act Building American Energy Security Act
Client expense: $960,000 · Firm income: Not reported
2022 · fourth_quarter · Energy/Nuclear
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures as defined under existing law related to tax exempt municipal finance; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures / infrastructure; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021; advocate lower match funding requirements for rural communities utilizing appropriation from H.R. 3684, Infrastructure Investment and Jobs Act
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Budget/Appropriations
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021; advocate for expanded funding available for public water and wastewater treatment authorities through USDA Rural Development, EPA's State and Tribal Assistance Grants, and other sources; advocate lower match funding requirements for rural communities utilizing appropriation from H.R. 3684, Infrastructure Investment and Jobs Act
Client expense: Not reported · Firm income: $10,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures for local governments and municipally owned utilities; oppose discriminatory treatment of buyers of public natural gas pursuant to a Qualified Natural Gas Supply Contract under Section 148(b)(4) of the Internal Revenue Code of 1986; advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021; advocate for expanded funding available for public water and wastewater treatment authorities through USDA Rural Development, EPA's State and Tribal Assistance Grants, and other sources; advocate lower match funding requirements for rural communities utilizing appropriation from H.R. 3684, Infrastructure Investment and Jobs Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Transportation
Issues/Topics Broadband access Clean energy infrastructure Rural infrastructure Infrastructure asset management NEPA reform Environmental review and permitting Private activity and direct payment bonds Gas tax, vehicle miles traveled fee TIFIA/WIFIA programs Innovative finance Disaster recovery reform Public-Private Partnerships Electric vehicle charging infrastructure BRIC Race to Net Zero Legislation Disaster Housing Assistance Program IIJA Implementation Issues related to implementation of H.R.3684 - Infrastructure Investment and Jobs Act (P.L. 117-58) Bills H.R. 5689, the Resilient AMERICA Act H.R. 2515, the Building Unites States Infrastructure through Limited delay and Efficiency Reviews Act (BUILDER) Act H.R. 1329, the Surface Transportation Investment Act H.R. 5376, the Build Back Better Act S. 1308, the American Infrastructure Bonds Act S. 1403, the Move America Act H.R. 2634, the Local Infrastructure Financing Tools (LIFT) Act S. 479, the LOCAL Infrastructure Act H.R. 2760 / S. 1282, the Built to Last Act S. 267, the Investments in Rural Transit Act H.R. 4707 / S. 2471, the Reforming Disaster Recovery Act H.R. 2895 / S. 1499, the REPAIR Act H.R. 6461 / S. 3531, the National Climate Adaptation and Resilience Strategy Act H.R. 5532, the National Disaster Safety Board Act S. 1952, the Disaster Learning and Life Saving Act S. 3502, the Achieving Equity in Disaster Response, Recovery, and Resilience Act H.R. 7178, the CLEAR Act H.R.3037, the Housing Survivors of Major Disasters Act S. 4699, the Disaster Assistance Simplification Act S. 4815 / H.R. 9637, Simplifying Timelines and Assure Regulatory Transparency (START) Act Building American Energy Security Act
Client expense: $870,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
HR 1 Tax Cuts and Jobs Act. ISSUE: Taxation of life insurers. Discussions related to Tax 2.0 Package. H.R. 6201, Families First Coronavirus Response Act - tax credits for employers regarding coronavirus paid time off. Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet.) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced). Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) The Consolidated Appropriations Act of 2021: HR 133 Infrastructure package (no bill introduced yet) - provisions related to the GILTI and BEAT and corporate tax rate S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Reconciliation (House bill marked up in House Budget Committee) Build Back Better Act (No bill on congress.gov) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) H.R.2634 - 117th Congress (2021-2022) LIFT Act S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021 H.R.5376 (and Senate version with no bill number) Build Back Better - discussions related to Corporate Minimum Tax, Minimum Book Tax, and issues related to statutory/GAAP accounting specific to insurers S. 2415/H.R. 7107, The Long Term Care Affordability Act
Client expense: $370,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Financial Institutions/Investments/Securities
Senior investors/diminished capacity investors; Sustainable Finance; Private Fund Proposals (SEC); H.R. 6285 - Accelerating Holding Foreign Companies Accountable Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; FTC Hart Scott Rodino Proposals; S. 1308 - American Infrastructure Bonds Act of 2021; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 2184 - A bill to amend the Sarbanes-Oxley Act of 2002 to institute a trading prohibition for certain issuers that retain public accounting firms that have not been subject to inspection by the Public Company Accounting Oversight Board, and for other purposes; Public Law 117-328, Consolidated Appropriations Law (FSGG report language related to the Consolidated Audit Trail).
Client expense: $2,150,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Banking
Self-Regulatory Organization (SRO) Reform; H.R. 2265 - the Financial Exploitation Prevention Act of 2021; H.R. ____ - to amend the Securities Exchange Act of 1934 to add certain requirements for the filing and approval of proposed rule changes by self-regulatory organizations; H.R. ____ - the "Securities Exchange Reform Act of 2022" (Rep Sherman); H.R. 2288 - to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act; H.R. ____ - Capital Markets Transparency Act; H.R. ____ - to amend the Securities Exchange Act of 1934 to establish certain requirements with respect to retail investor options trading; H.R. ____ - to amend the Securities Exchange Act of 1934 to prohibit payment for order flow in the form of exchange rebates; H.R. 4617 - To require the SEC to carry out a study on PFOF, to require the Investor Advocate of the Commission to provide recommendations on PFOF, and for other purposes; H.R. 4618 - the Short Sale Transparency and Market Fairness Act of 2021; H.R. 4619 - to amend the Securities Exchange Act of 1934 to prohibit trading ahead by market makers, and for other purposes; S. 4147 - Financial Freedom Act of 2022; S. 1854 and H.R. 6323 - The National Critical Capabilities Defense Act; Rule 15c2-11; Public Law 117-328 - Consolidated Appropriations Law (FSGG report language related to the Consolidated Audit Trail); SEC 15c2-11 staff interpretation to impact 144A private securities; SEC proposals to modify equity market structure.
Client expense: $2,150,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 2634 - the LIFT Act; Public Law 117-328, Consolidated Appropriations Law (Secure 2.0 retirement provisions).
Client expense: $2,150,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Housing
General issues related to infrastructure and and the built environment; issues related to the use of low carbon building materials in the built environment in the INVEST in America Act (H.R. 3684); issues related to the prioritization of of proposals expanding existing technology transfer for use of low carbon footprint materials through the Community Wood Energy and Wood Innovation Program; General issues related to GSA's use of low carbon building materials; issues related to the LIFT Act (H.R.2634); issues related to building with low carbon building materials - such as wood - in the Presidential Executive Order on Tackling the Climate Crisis at Home and Abroad; issues related to construction of affordable housing; issues related to the Forest Incentives Program Act; the CLEAN Future Act (H.R. 1512).
Client expense: $480,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Insurance
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights - RIN 1210-AC03/29 CFR 2550. DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. DOL - Wage and Hour Division - Employee or Independent Contractor Classification Under the Fair Labor Standards Act -- 87 FR 62218/RIN 1235-AA43. DOL - EBSA - Employee Benefits Security - Proposed Amendment to Prohibited Transaction Class Exemption 84-14 (the QPAM Exemption) - 29 CFR Part 2550/Z-RIN 1210 ZA07. DOL - EBSA - Voluntary Fiduciary Correction - 29 CFR Parts 2560 and 2570/RIN 1210-AB64. EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). FINRA - Request for Comment on Effective Practices and rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Reporting Threshold for Institutional Investment Managers - RIN 3235-AM65. SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Staff Bulletin: Standards of Conduct for Broker-Dealers and Investment Advisers Account Recommendations for Retail Investors - March 29, 2022. SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors (17 CFR 210, 229, 232, 239, and 249, RIN 3235-AM87). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The American Infrastructure Bonds Act (S.1308 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (HR 2634 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996-117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R. 5914 - 117th Congress). The Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). The Automatic Reenroll Act (S.3712/H.R. 6782 -117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (S.4353 - 117th Congress). The Protecting Americas Retirement Security Act (H.R.7310 - 117th Congress). The Primary Regulators of Insurance Vote Act (S.4110/H.R.3099 - 117th Congress). The American Data Privacy and Protection Act (H.R.8152 - 117th Congress). The Employee and Retiree Access to Justice Act (S.4129/H.R.7740 - 117th Congress). The Enhancing American Retirement Now (EARN) Act (S.4808 - 117th Congress). The Consolidated Appropriations Act, 2023 - Division T and Division AA, Title I, Section 101 (H.R. 2617 - 117th Congress). The General Accounts Product Clarifications Act (H.R.9515 - 117th Congress). The Retirement Savings for Americans Act of 2022 (S.5271 - 117th Congress).
Client expense: $190,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax provisions before the Senate and House of Representatives related to infrastructure investment and financing, including Highway Trust Fund revenues, tax credit bonds, municipal bonds, private activity bonds, investment tax credits. Issues relating to proposals for a new infrastructure spending initiative. Legislation to amend P.L. 115-97, the Tax Cuts and Jobs Act, specifically related to municipal bonds, private activity bonds, the commuter tax benefit, and provisions affecting public pension funds. Legislation related to the extension and expansion of the alternative fuel volumetric tax credit for transit vehicles and the alternative fuel vehicle refueling property tax credit. Legislation related to the extension and expansion of the alternative fuel volumetric tax credit for transit vehicles and the alternative fuel vehicle refueling property tax credit. Specific bills include S.262, Supporting State and Local Leaders Act; S.479, To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds or the LOCAL Infrastructure Act; S.494, A bill to establish a working group on electric vehicles or the Green Bus Tax Credit Act of 2021; S.941, A bill to amend title 23, United States Code, to improve the transportation infrastructure finance and innovation (TIFIA) program, and for other purposes; H.R.158, Rail Audit Transparency Act; H.R.227, Build America Act of 2021; H.R.383, Road User Charge Advancement Act of 2021; H.R.583, Green Bus Tax Credit Act of 2021; H.R.786, Supporting State and Local Leaders Act; H.R.1319, American Rescue Plan Act of 2021; H.R.1519, To amend the Internal Revenue Code of 1986 to phaseout the Mass Transit Account; H.R.2080, To amend title XVIII of the Social Security Act to provide for temporary coverage of certain transportation services for certain individuals under the Medicare program, and for other purposes; H.R.2206, To amend title 23, United States Code, to modify the transportation finance infrastructure and innovation program with respect to community development financial institutions, and for other purposes, S.1499 and H.R.2895, Reinventing Economic Partnerships And Infrastructure Redevelopment Act; S.1818 and H.R.3318, Railroad Rehabilitation and Improvement Financing Equity Act; H.R.2634, Local Infrastructure Financing Tools Act; H.R.2769, Intercity Passenger Rail Trust Fund Act; H.R.3684, Investing in a New Vision for the Environment and Surface Transportation in America Act; S.2803, "Transportation Empowerment Act"; H.R.4413, "National Infrastructure Development Bank Act of 2021"; H.R.5304, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5305, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5434, "Surface Transportation Extension Act of 2021"; H.R.3684, the Infrastructure Investment and Jobs Act; H.R. 5896, To incentivize innovative transportation corridors to reduce carbon and GHG emissions, to provide a tax structure that allows for certain investments in public transportation systems, and to enable the fossil fuel workforce to transition to sustainable work sectors; H.R.6119, Further Extending Government Funding Act/H.Res.829, Providing for consideration of the bill (H.R.6119) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes"; H.R.6617, Further Additional Extending Government Funding Act/H.Res.912, Providing for consideration of the bill (H.R. 3076) to provide stability to and enhance the services of the United States Postal Service, and for other purposes; providing for consideration of the bill (H.R. 6617) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; and for other purposes; H.R.6833, Making continuing appropriations for fiscal year 2023, and for other purposes; H.J.Res.75, Extension of Continuing Appropriations Act, 2022; H.R.7900, National Defense Authorization Act for Fiscal Year 2023; H.R.8294, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2023; S.4291/ H.R.7872, Delivering Elderly Lunches and Increasing Volunteer Engagement and Reimbursements Act of 2022 or the DELIVER Act of 2022; H.R.1437, Further Continuing Appropriations and Extensions Act, 2023; H.R.2617, Consolidated Appropriations Act, 2023; H.R.7776, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023; H.R.5376, Build Back Better Act/Inflation Reduction Act of 2022.
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Transportation
All issues before the Senate and House of Representatives related to federal public transportation and highway programs, high-speed and intercity passenger rail programs, including issues related to authorization and appropriations laws, annual budget resolutions, and legislation concerning the Highway Trust Fund and other transportation-related tax and revenue issues. Tax policy as it relates to public transportation including the alternative fuel volumetric tax credit for Compressed Natural Gas and Liquefied Natural Gas used in transit vehicles, the alternative fuel vehicle refueling property tax credit, the treatment of municipal bonds, the commuter tax benefit, tax credit bonds, private activity bonds, investment tax credits, Transportation Infrastructure Finance and Innovation Act (TIFIA) and Railroad Rehabilitation & Improvement Financing (RRIF) financing, and the solvency of the Federal Highway Trust Fund. Matters related to the implementation of the Moving Ahead for Progress in the 21st Century (MAP-21) Act and the Fixing America's Surface Transportation (FAST) Act. Legislation concerning Department of Transportation (DOT) regulations. Issues related to implementation of Positive Train Control technologies on commuter railroads as mandated under the P.L. 110-432, the Rail Safety Improvement Act of 2008 and P.L. 114-73, the Surface Transportation Extension Act of 2015. Issues related to successor legislation to the FAST Act. Issues related to existing or new transportation grant programs. Budget and appropriation issues including funding and policy issues related to the Capital Investment Grant Program (CIG), the Rebuilding American Infrastructure with Sustainability and Equity (RAISE) program (formerly known as the Better Utilizing Investments to Leverage Development (BUILD) program), transit security grants, Amtrak, and other transit and intercity passenger rail programs. Issues relating to transit security funding and programs. Administrative actions for transportation related rules, regulations, guidance, guidelines, and best practices, including the DOT RAISE grant selections. Legislation regarding public transportation as it relates to housing policy. Legislation affecting transportation programs in response to natural disasters and other emergencies, including the Novel Coronavirus (COVID-19). Specific bills include S.262, Supporting State and Local Leaders Act; S.267, Investments in Rural Transit Act of 2021; S.303, Essential Transportation Employee Safety Act of 2021; S.354, Metro Safety, Accountability, and Investment Act of 2021; S.356, Transportation Opportunities for Professional Service Act or the TOPS Act; S.358, Tribal Transportation Equity and Transparency Improvement Act of 2021; S.361, A bill to establish a 90-day limit to file a petition for judicial review of a permit, license, or approval for a highway or public transportation project, and for other purposes; S.369, A bill to authorize and appropriate funding for grants to Amtrak for the restoration of long-distance routes and the rehiring of employees furloughed as a result of the COVID-19 pandemic; S.431, To amend title 23, United States Code, to require transportation planners to consider projects and strategies to reduce greenhouse gas emissions, and for other purposes or GREEN Streets Act; S.479, To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds or the LOCAL Infrastructure Act; S.494, A bill to establish a working group on electric vehicles or the Green Bus Tax Credit Act of 2021; S.508, A bill to establish a working group on electric vehicles; S.700, A bill to establish a portal and database to receive and maintain information regarding blocked railroad-highway grade crossings and to require the Secretary of Transportation to evaluate the requirements of the railway-highway crossings program; S.837, A bill to provide relief to public transportation agencies with projects in the Full Funding Grant Agreement stage of the Capital Investment Grants Program; S.874, A bill to establish a green transportation infrastructure grant program, and for other purposes; S.899, A bill to establish the Intercity Passenger Rail Trust Fund to ensure a safe, sustainable, convenient transportation option for the people of the United States, and for other purposes; S.940, A bill to amend title 49, United States Code, to establish a National Transit Frontline Workforce Training Center, and for other purposes; S.941, A bill to amend title 23, United States Code, to improve the transportation infrastructure finance and innovation (TIFIA) program, and for other purposes; S.955, A bill to require the Federal Railroad Administration and the Federal Highway Administration to provide recommendations for reducing the number of very rural highway-rail grade crossing collisions, to authorize a public outreach and educational program to reduce such collisions, and to authorize grants to improve grade crossing safety; H.R.158, Rail Audit Transparency Act; H.R.227, Build America Act of 2021; H.R.383, Road User Charge Advancement Act of 2021; H.R.385, Preparing Localities for an Autonomous and Connected Environment Act or the PLACE Act; H.R.396, "Transit Security Grant Program Flexibility Act"; H.R.510, Support Local Transportation Act; H.R.512, Green Bus Act of 2021; H.R.583, Green Bus Tax Credit Act of 2021; H.R.740, Climate Resilient Transportation Infrastructure Study Act; H.R.786, Supporting State and Local Leaders Act; H.R.867, High Speed Rail Corridor Development Act of 2021; H.R.947, Railway Upgrades for Rural American Lines Act or the RURAL Act; H.R.1152, Green Buses for Every Community Act; H.R.1319, American Rescue Plan Act of 2021; H.R.1472, To prohibit the use of Federal financial assistance for a certain high-speed rail development project in the State of California that was subject to a previous cooperative agreement, and for other purposes; H.R.1519, To amend the Internal Revenue Code of 1986 to phaseout the Mass Transit Account; H.R.1615, To amend title 49, United States Code, to expand and codify the transit oriented development planning grant program, and for other purposes; H.R.1675, To amend title 49, United States Code, with respect to fixed guideway capital investment grants, and for other purposes; H.R.1697, To amend title 23, United States Code, to increase accessible transportation for individuals with disabilities; H.R.1845, To amend chapter 261 of title 49, United States Code, to provide for high-speed rail corridor development, and for other purposes; H.R.2038, To establish a green transportation infrastructure grant program, and for other purposes; H.R.2080, To amend title XVIII of the Social Security Act to provide for temporary coverage of certain transportation services for certain individuals under the Medicare program, and for other purposes; H.R.2128, To amend title 49, United States Code, to improve transit safety; H.R.2129, To amend title 49, United States Code, to establish a National Transit Frontline Workforce Training Center, and for other purposes; H.R.2203, To amend titles 23 and 49, United States Code, to improve public understanding of how transportation investments are made by public agencies through establishing greater transparency and accountability processes; H.R.2204, To amend title 23, United States Code, to establish additional requirements for certain transportation projects with estimated costs of $2,500,000,000 or more, and for other purposes; H.R.2205, To amend title 49, United States Code, to provide grants and develop value capture policy; H.R.2206, To amend title 23, United States Code, to modify the transportation finance infrastructure and innovation program with respect to community development financial institutions, and for other purposes; H.R.2287, To direct the Secretary of Transportation to carry out a grant program to support efforts to provide fare-free transit service, and for other purposes; S.1066, State Transportation Flexibility Act; S.1172 and H.R.2287, Freedom to Move Act; S.1240, Manufacturing USA Expansion Act of 2021; S.1465, Railroad Crossing Elimination Act; S.1499 and H.R.2895, Reinventing Economic Partnerships And Infrastructure Redevelopment Act; S.1500 and H.R.2937, Rail Passenger Fairness Act; S.1658 and H.R.3110, Providing Urgent Maternal Protections (PUMP) for Nursing Mothers Act; S.1680 and H.R.3317, All Station Accessibility Program Act of 2021; S.1681 and H.R. 3310, Promoting Service in Transportation Act; S.1789 and H.R. 3528, Warren Cowles Grade Crossing Safety Act; S.1818 and H.R.3318, Railroad Rehabilitation and Improvement Financing Equity Act; S.1919, Railway Upgrades for Rural American Lines Act; S.1985, Rural Opportunities to Use Transportation for Economic Success Act; S.2016, Surface Transportation Investment Act of 2021; S.2038, Disability Access to Transportation Act; S.2137, Rural Transportation Equity Act of 2021; H.R.2306, Small Community Transit Improvement Act of 2021; H.R.2334, Reinvesting in Essential Partnerships And Infrastructure for Rural America Act; H.R.2380, Saving Transit Art Resources Act; H.R.2474, Invest in American Railroads Act; H.R.2476, Economic Impact of Tolling Act; H.R.2483, Build More Housing Near Transit Act of 2021; H.R.2634, Local Infrastructure Financing Tools Act; H.R.2683, Helping Communities Invest in Infrastructure Act; H.R.2697, 21st Century Transportation Workforce Development Act; H.R.2769, Intercity Passenger Rail Trust Fund Act; H.R.2924, Transit to Trails Act of 2021; H.R.2937, Rail Passenger Fairness Act; H.R.2958, End the Limo Loophole Act; H.R.3002, To amend title 49, United States Code, to require Amtrak to adopt the repair-in-place method for track maintenance and rehabilitation, and for other purposes; H.R.3090, Interstate Rail Compacts Advancement Act of 2021; H.R.3097, Green Transportation Act; H.R.3201, Providing Assistance for Vital Enhancements Act; H.R.3347, Generating Reduced Emissions by Electrifying New Buses Act; H.R.3594, Surface Transportation Research and Development Act of 2021; H.R.3651, Revitalizing American Priorities for Infrastructure Development Act; H.R.3684, Investing in a New Vision for the Environment and Surface Transportation in America Act; H.R.3698, Dont BLock Our Communities Act; H.R.3744, Stronger Communities through Better Transit Act; H.R.3750, Equity in Transit Service Planning Act; H.R.3902, 21st Century Aerospace Infrastructure Act of 2021; H.R.4093, To amend title 23, United States Code, to modify the distribution of funds under the tribal transportation program, and for other purposes; H.R.4183, Public Transportation Accessibility Study Act; S.2309, "A bill to improve the Consolidated Rail Infrastructure and Safety Improvements Program, and for other purposes"; S.2487, "Put the Brakes on Boondoggles Act"; S.2534 "Expanded Transit Service Act"; S.2726 and H.R. 5228 "Public Transportation Expansion Act"; S.2802, "Balance the Highway Trust Fund Act"; S.2803, "Transportation Empowerment Act"; H.R.4413, "National Infrastructure Development Bank Act of 2021"; H.R.4441, "Travel Mask Mandate Repeal Act of 2021"; H.R.4474, "BRAIN TRAIN Act"; H.R.4520, "GREEN Streets Act"; H.R.4550, "Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2022"; H.R.5304, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5305, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5434, "Surface Transportation Extension Act of 2021"; H.R.5376, Build Back Better Act/Inflation Reduction Act of 2022; H.R.3684, the Infrastructure Investment and Jobs Act; S.3045, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2022; S.3250, Providing Assistance for Transit Help to College Act/H.R.6036, Promoting Advancement Through Transit Help to College Act; H.R.5706, Stop Sexual Assault and Harassment in Transportation Act; H.R. 5896, To incentivize innovative transportation corridors to reduce carbon and GHG emissions, to provide a tax structure that allows for certain investments in public transportation systems, and to enable the fossil fuel workforce to transition to sustainable work sectors; H.R.6046, To amend title 49, United States Code, to allow passenger ferry boats in nonurbanized areas to qualify for certain grants; H.R.6119, Further Extending Government Funding Act/H.Res.829, Providing for consideration of the bill (H.R.6119) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; H.R.6257, SAFER Travel Act; ; S.3556 and H.R.6567, LICENSE Act of 2022; S.3600, Strengthening American Cybersecurity Act of 2022; S.3901, Reduce Human Trafficking through Transportation Act; H.R.6365, To direct the Surface Transportation Board to require any high-speed rail project to acquire all land for the project before starting construction, and for other purposes; H.R.6617, Further Additional Extending Government Funding Act/H.Res.912, Providing for consideration of the bill (H.R. 3076) to provide stability to and enhance the services of the United States Postal Service, and for other purposes; providing for consideration of the bill (H.R. 6617) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; and for other purposes; H.R.6688, NO TOD Act; H.R.6833, Making continuing appropriations for fiscal year 2023, and for other purposes; H.J.Res.75, Extension of Continuing Appropriations Act, 2022; H.R.7057, Unmasking of Americans Act of 2022; H.R.7204, Returning Amtrak To Economic Sustainability Act (RATES Act); SD 1582-21-01, Enhancing Public Transportation and Passenger Railroad Cybersecurity; H.R.7900, National Defense Authorization Act for Fiscal Year 2023; H.R.8121, No Electric Ferries Act; H.R.8122, No Desire for Streetcars Act; H.R.8294, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2023; S.J.Res.61 and H.J.Res.95, A joint resolution to provide for the resolution of issues in a railway labor-management dispute, and for other purposes; S.4909 and H.R.8934, Ferry Service Expansion Act; S.4959, A bill to amend section 11101 of title 49, United States Code, to ensure that rail carriers provide transportation or service in a manner that fulfills the shipper's reasonable service requirements; H.R.8841, Access to Critical Non-Emergency Transportation Services Act; S.3/H.R.9339, Interactive Federal Review Act; S.4291/ H.R.7872, Delivering Elderly Lunches and Increasing Volunteer Engagement and Reimbursements Act of 2022 or the DELIVER Act of 2022; S.4568, Renewable Natural Gas Incentive Act of 2022; S.5159, Human Trafficking Prevention Act of 2022; H.R.1437, Further Continuing Appropriations and Extensions Act, 2023; H.R.2617, Consolidated Appropriations Act, 2023; H.R.7776, James M. Inhofe National Defense Authorization Act for Fiscal Year 2023; H.R.9647, To establish, maintain, and expand frequent, reliable, interconnected light rail transit service to expand racial, economic, and environmental justice, and for other purposes; H.R.9648, To establish, maintain, and expand frequent, reliable, interconnected electric bus rapid transit service to expand racial, economic, and environmental justice.
Client expense: $320,000 · Firm income: Not reported
Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)
2022 · fourth_quarter · Taxation/Internal Revenue Code
Reinstating Build America Bonds S.479, LOCAL Infrastructure Act H.R.2288, Investing in Our Communities Act H.R.451, BUILD Act H.R.383, Road User Charge Advancement Act of 2021 American Jobs Plan Bipartisan Infrastructure Framework H.R. 3684, INVEST in America Act S.1499/H.R. 2895, REPAIR Act - Warner Bill H.R. 2634, Local Infrastructure Financing Tools Act S. 1403, Move America Act. S. 1308, American Infrastructure Bonds Act S.941/ H.R. 3651, RAPID Act H.R. 5376 - Inflation Reduction Act
Client expense: $134,630 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
s. 1308 - American Infrastructure Bonds Act - facilitate direct pay bonds for infrastructure projects H.R. 2634 - Local Infrastructure Financing Tools Act - facilitate direct pay bonds for infrastructure projects 2022 Budget Reconciliation bill ("Build Back Better") - increase in corporate tax, book minimum tax, work to include life insurance tax stabilization provision and retirement security provisions H.R. 5376 - the Inflation Reduction Act - PL 117-169 - corp book minimum income tax
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Transportation
Issues/Topics Broadband access Clean energy infrastructure Rural infrastructure Infrastructure asset management NEPA reform Environmental review and permitting Private activity and direct payment bonds Gas tax, vehicle miles traveled fee TIFIA/WIFIA programs Innovative finance Disaster recovery reform Public-Private Partnerships Electric vehicle charging infrastructure BRIC Race to Net Zero Legislation Disaster Housing Assistance Program IIJA Implementation Bills H.R. 5689, the Resilient AMERICA Act H.R. 2515, the BUILDER Act H.R. 1329, the Surface Transportation Investment Act H.R. 5376, the Build Back Better Act S. 1308, the American Infrastructure Bonds Act S. 1403, the Move America Act H.R. 2634, the Local Infrastructure Financing Tools (LIFT) Act S. 479, the LOCAL Infrastructure Act H.R. 2760 / S. 1282, the Built to Last Act S. 267, the Investments in Rural Transit Act H.R. 4707 / S. 2471, the Reforming Disaster Recovery Act H.R. 2895 / S. 1499, the REPAIR Act H.R. 6461 / S. 3531, the National Climate Adaptation and Resilience Strategy Act H.R. 5532, the National Disaster Safety Board Act S. 1952, the Disaster Learning and Life Saving Act S. 3502, the Achieving Equity in Disaster Response, Recovery, and Resilience Act H.R. 7178, the CLEAR Act H.R.3037, the Housing Survivors of Major Disasters Act S. 4699, the Disaster Assistance Simplification Act
Client expense: $860,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Discussed the importance of direct pay refundable energy tax credits for public power investments in clean energy technologies to address climate change. Discussed support for the provisions in H.R. 5376, the Build Back Better Act, to make refundable, direct pay energy tax credits available to public power utilities - subtitle F, parts 1 (Renewable Electricity and Reducing Carbon Emissions) and 8 (Incentives for Clean Electricity and Transportation). Discussed S. 986, the Carbon Capture, Utilization, and Storage Tax Credit Amendments Act of 2021 (direct pay provision). Discussed the need to restore advance refunding bonds and support for H.R. 2288, the Investing in Our Communities Act, and S. 479, the LOCAL Infrastructure Act. Discussed the need to increase the small-issuer exception. Discussed support for H.R. 2634, the Local Infrastructure Financing Tools Act (provision to increase the small-issuer exception). Discussed S. 1308, the American Bond Infrastructure Act, that would reinstate the ability to issue taxable direct payment bonds similar to Build America Bonds.
Client expense: $270,000 · Firm income: Not reported
Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
HR 1 Tax Cuts and Jobs Act. ISSUE: Taxation of life insurers. Discussions related to Tax 2.0 Package. H.R. 6201, Families First Coronavirus Response Act - tax credits for employers regarding coronavirus paid time off. Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet.) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced). Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) The Consolidated Appropriations Act of 2021: HR 133 Infrastructure package (no bill introduced yet) - provisions related to the GILTI and BEAT and corporate tax rate S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Reconciliation (House bill marked up in House Budget Committee) Build Back Better Act (No bill on congress.gov) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) H.R.2634 - 117th Congress (2021-2022) LIFT Act S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021 H.R.5376 (and Senate version with no bill number) Build Back Better - discussions related to Corporate Minimum Tax, Minimum Book Tax, and issues related to statutory/GAAP accounting specific to insurers S. 2415/H.R. 7107, The Long Term Care Affordability Act
Client expense: $410,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Financial Institutions/Investments/Securities
Senior investors/diminished capacity investors; Sustainable Finance; H.R. 5376 - Build Back Better Act of 2021 (tax provisions, retirement provisions); Private Fund Proposals (SEC); H.R. 6285 - Accelerating Holding Foreign Companies Accountable Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - a bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; FTC Hart Scott Rodino Proposals; S. 1308 - American Infrastructure Bonds Act of 2021; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 2184 - A bill to amend the Sarbanes-Oxley Act of 2002 to institute a trading prohibition for certain issuers that retain public accounting firms that have not been subject to inspection by the Public Company Accounting Oversight Board, and for other purposes.
Client expense: $920,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Proposals to modify tax incentives for retirement savings and investment; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Proposals to expand bank information reporting requirements; H.R. 328/S. 817 - Wall Street Tax Act of 2021; H.R. 3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - Build Back Better Act; Modernization Derivatives Tax Act; S. 479 - LOCAL Infrastructure Act; H.R. 2288 - To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 817/H.R. 328 - Wall Street Tax Act of 2021; S. 1308 - American Infrastructure Bonds Act of 2021; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act of 2021; H.R. 2634 - the LIFT Act; H.R. 5376 - Inflation Reduction Act.
Client expense: $920,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Banking
Self-Regulatory Organization (SRO) Reform; H.R. 2265 - the Financial Exploitation Prevention Act of 2021; SEC Securities Lending Proposal; H.R. ____ - to amend the Securities Exchange Act of 1934 to add certain requirements for the filing and approval of proposed rule changes by self-regulatory organizations; H.R. ____ - the "Securities Exchange Reform Act of 2022" (Rep Sherman); H.R. 2288 - to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds; H.R. 2634 - Local Infrastructure Financing Tools Act; S. 1676 - Rural Broadband Financing Flexibility Act; S. 1308 - American Infrastructure Bonds Act of 2021; H.R. 2954 - Securing a Strong Retirement Act of 2021; S. 1770 - Retirement Security and Savings Act of 2021; S. 1443/H.R. 2917 - Retirement Parity for Student Loans Act; H.R. ____ - Capital Markets Transparency Act; H.R. ____ - to amend the Securities Exchange Act of 1934 to establish certain requirements with respect to retail investor options trading; H.R. ____ - to amend the Securities Exchange Act of 1934 to prohibit payment for order flow in the form of exchange rebates; H.R. 4617 - To require the SEC to carry out a study on PFOF, to require the Investor Advocate of the Commission to provide recommendations on PFOF, and for other purposes; H.R. 4618 - the Short Sale Transparency and Market Fairness Act of 2021; H.R. 4619 - to amend the Securities Exchange Act of 1934 to prohibit trading ahead by market makers, and for other purposes; S. 4147 - Financial Freedom Act of 2022; Cyber incident notification issues; S. 1854 and H.R. 6323 - The National Critical Capabilities Defense Act; Electronic delivery of retail investor's SEC-required disclosures.
Client expense: $920,000 · Firm income: Not reported
Government targets: Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Housing
General issues related to infrastructure and and the built environment; issues related to the use of low carbon building materials in the built environment in the INVEST in America Act (H.R. 3684); issues related to the prioritization of of proposals expanding existing technology transfer for use of low carbon footprint materials through the Community Wood Energy and Wood Innovation Program; General issues related to GSA's use of low carbon building materials; issues related to the LIFT Act (H.R.2634); issues related to building with low carbon building materials - such as wood - in the Presidential Executive Order on Tackling the Climate Crisis at Home and Abroad; issues related to construction of affordable housing; issues related to the Forest Incentives Program Act; the CLEAN Future Act (H.R. 1512).
Client expense: $340,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Insurance
Legislation and rulemaking affecting annuities, variable life products and retirement savings including Biden Administration and Congressional proposals on tax reform. DOL - EBSA - Cybersecurity Guidance for Plan Sponsors, Fiduciaries, Record Keepers and Participants. DOL - EBSA - PTE 2020-02 - Improving Investment Advice for Workers & Retirees. DOL - EBSA - Financial Factors in Selecting Plan Investments - ZRIN 1210-AB95. DOL - EBSA - Improving Investment Advice for Workers and Retirees - ZRIN 1210-ZA29. DOL - EBSA - Pension Benefit Statements-Lifetime Income Illustrations - RIN 1210-AB20. DOL - EBSA - Fiduciary Duties Regarding Proxy Voting and Shareholder Rights - RIN 1210-AB91. DOL - OSEC - Rescission of Department of Labor Rule on Guidance (29 CFR Part 89 - RIN 1290-AA41). DOL - EBSA - Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters. DOL - EBSA - Definition of the Term Fiduciary - RIN 1210-AC02. DOL - EBSA - Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights - RIN 1210-AC03/29 CFR 2550. DOL - EBSA - RFI on Possible Agency Actions to Protect Life Savings and Pensions from Threat of Climate-Related Financial Risk - RIN 1210-ZA30. DOL - EBSA - Compliance Assistance Release 2022-01 to 401(k) Plan Fiduciaries on Use of Cryptocurrencies - March 10, 2022. DOL - EBSA - Proposed Rule to Amend Procedures Governing the Filing and Processing of Prohibited Transaction Exemption (PTE) Applications - RIN 1210-ACO5. EOP - Executive Order on Climate-Related Financial Risk. EOP - Amending Executive Order 13959 - Addressing the Threat from Securities Investments That Finance Communist Chinese Military Companies (E.O. 13974 of Jan 13, 2021 - 86 FR 4875). EOP - Executive Order 13990 - Protecting Public Health and the Environment and Restoring Science to Tackle the Climate Crisis (Federal Register/Vol. 86, No. 14 - Monday, January 25, 2021). FINRA - Comment on Lessons From the COVID-19 Pandemic (Regulatory Notice 20-42). FINRA - Request for Comment on Effective Practices and rule Enhancements for Sales Practice Obligations for Complex Products and Options (Regulatory Notice 22-08). Proposals at the Department of Treasury for increasing Americans' access to guaranteed lifetime income solutions. Proposals at the Department of Labor for increasing Americans' access to guaranteed lifetime income solutions. The Application of ERISA to Insurance Company General Accounts and General Account Contracts (H.R. 7278 - 115th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). DOL implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). Treasury/IRS implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Implementation and Enforcement of Regulation BI and Form CRS. SEC implementation of Division O of the Further Consolidated Appropriations Act 2020 (Public Law No: 116-94). SEC - Reporting Threshold for Institutional Investment Managers - RIN 3235-AM65. SEC - Request for Information and Comments on Broker-Dealer and Investment Adviser Digital Engagement Practices, Related Tools and Methods, and Regulatory Considerations and Potential Approaches; Information and Comments on Investment Adviser Use of Technology to Develop and Provide Investment Advice - RIN 3235-AN00 (Release Nos. 34-92766; IA-5833; File No. S7-10-21). SEC - FINRA - Proposed Rule Change to Amend FINRA Rule 2231 (Customer Account Statements) - SR-FINRA-2021-024. SEC - FINRA - Proposed Rule Change to Extend the Effectiveness of Temporary FINRA Rule 3110.17 - SR-FINRA-2021-023. SEC - Staff Bulletin: Standards of Conduct for Broker-Dealers and Investment Advisers Account Recommendations for Retail Investors - March 29, 2022. SEC - Proposed Rule Enhancement and Standardization of Climate-Related Disclosures for Investors (17 CFR 210, 229, 232, 239, and 249, RIN 3235-AM87). The American Infrastructure Bonds Act (S.1308 - 117th Congress). The Financial Factors in Selecting Retirement Plan Investment Act (S.1762/H.R. 3387-117th Congress). The Improving Access to Retirement Savings Act of 2021 (S.1703 - 117th Congress). The INVEST in America Act (H.R. 3684 - 117th Congress). The Local Infrastructure Financing Tools (LIFT) Act (HR 2634 - 117th Congress). The Protecting the Right to Organize (PRO) Act (S. 420/H.R. 842-117th Congress). The Retirement Parity for Student Loans Act (S.1443/HR 2917 - 117th Congress). The Retirement Savings Lost and Found Act (S.1730 - 117th Congress). The Retirement Security and Savings Act of 2021 (S.1770 - 117th Congress). The Secure and Fair Enforcement (SAFE) Banking Act (S.910/H.R. 1996-117th Congress). The Securing a Strong Retirement Act (H.R.2954 - 117th Congress). The Securing and Enabling Commerce Using Remote and Electronic Notarization Act (S.1625/H.R. 3962 - 117th Congress). Womens Retirement Protection Act (S.2446/H.R. 4678 - 117th Congress). The Empowering States to Protect Seniors from Bad Actors Act (H.R. 5914 - 117th Congress). The Retirement Improvement and Savings Enhancement (RISE) Act (H.R. 5891 - 117th Congress). The Registration for Index-Linked Annuities (RILA) Act (S.3198/H.R. 4865 - 117th Congress). The Automatic Reenroll Act (S.3712/H.R. 6782 -117th Congress). The E-SIGN Modernization Act of 2022 (S.3715 - 117th Congress). The Lifetime Income for Employees Act (H.R. 6746 - 117th Congress). The Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE & SHINE) Act (S.4353 - 117th Congress). The Protecting Americas Retirement Security Act (H.R.7310 - 117th Congress). The Primary Regulators of Insurance Vote Act (S.4110/H.R.3099 - 117th Congress). The American Data Privacy and Protection Act (H.R.8152 - 117th Congress). The Employee and Retiree Access to Justice Act (S.4129/H.R.7740 - 117th Congress). The Enhancing American Retirement Now (EARN) Act (S.4808 - 117th Congress).
Client expense: $150,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Reinstating Build America Bonds S.479, LOCAL Infrastructure Act H.R.2288, Investing in Our Communities Act H.R.451, BUILD Act H.R.383, Road User Charge Advancement Act of 2021 American Jobs Plan Bipartisan Infrastructure Framework H.R. 3684, INVEST in America Act S.1499/H.R. 2895, REPAIR Act - Warner Bill H.R. 2634, Local Infrastructure Financing Tools Act S. 1403, Move America Act. S. 1308, American Infrastructure Bonds Act S.941/ H.R. 3651, RAPID Act H.R. 5376 - Inflation Reduction Act
Client expense: $133,261 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Tax provisions before the Senate and House of Representatives related to infrastructure investment and financing, including Highway Trust Fund revenues, tax credit bonds, municipal bonds, private activity bonds, investment tax credits. Issues relating to proposals for a new infrastructure spending initiative. Legislation to amend P.L. 115-97, the Tax Cuts and Jobs Act, specifically related to municipal bonds, private activity bonds, the commuter tax benefit, and provisions affecting public pension funds. Legislation related to the extension and expansion of the alternative fuel volumetric tax credit for transit vehicles and the alternative fuel vehicle refueling property tax credit. Legislation related to the extension and expansion of the alternative fuel volumetric tax credit for transit vehicles and the alternative fuel vehicle refueling property tax credit. Specific bills include S.262, Supporting State and Local Leaders Act; S.479, To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds or the LOCAL Infrastructure Act; S.494, A bill to establish a working group on electric vehicles or the Green Bus Tax Credit Act of 2021; S.941, A bill to amend title 23, United States Code, to improve the transportation infrastructure finance and innovation (TIFIA) program, and for other purposes; H.R.158, Rail Audit Transparency Act; H.R.227, Build America Act of 2021; H.R.383, Road User Charge Advancement Act of 2021; H.R.583, Green Bus Tax Credit Act of 2021; H.R.786, Supporting State and Local Leaders Act; H.R.1319, American Rescue Plan Act of 2021; H.R.1519, To amend the Internal Revenue Code of 1986 to phaseout the Mass Transit Account; H.R.2080, To amend title XVIII of the Social Security Act to provide for temporary coverage of certain transportation services for certain individuals under the Medicare program, and for other purposes; H.R.2206, To amend title 23, United States Code, to modify the transportation finance infrastructure and innovation program with respect to community development financial institutions, and for other purposes, S.1499 and H.R.2895, Reinventing Economic Partnerships And Infrastructure Redevelopment Act; S.1818 and H.R.3318, Railroad Rehabilitation and Improvement Financing Equity Act; H.R.2634, Local Infrastructure Financing Tools Act; H.R.2769, Intercity Passenger Rail Trust Fund Act; H.R.3684, Investing in a New Vision for the Environment and Surface Transportation in America Act; S.2803, "Transportation Empowerment Act"; H.R.4413, "National Infrastructure Development Bank Act of 2021"; H.R.5304, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5305, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5434, "Surface Transportation Extension Act of 2021"; H.R.3684, the Infrastructure Investment and Jobs Act; H.R. 5896, To incentivize innovative transportation corridors to reduce carbon and GHG emissions, to provide a tax structure that allows for certain investments in public transportation systems, and to enable the fossil fuel workforce to transition to sustainable work sectors; H.R.6119, Further Extending Government Funding Act/H.Res.829, Providing for consideration of the bill (H.R.6119) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes"; H.R.6617, Further Additional Extending Government Funding Act/H.Res.912, Providing for consideration of the bill (H.R. 3076) to provide stability to and enhance the services of the United States Postal Service, and for other purposes; providing for consideration of the bill (H.R. 6617) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; and for other purposes; H.R.6833, Making continuing appropriations for fiscal year 2023, and for other purposes; H.J.Res.75, Extension of Continuing Appropriations Act, 2022; H.R.7900, National Defense Authorization Act for Fiscal Year 2023; H.R.8294, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2023.
Client expense: $320,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Transportation
All issues before the Senate and House of Representatives related to federal public transportation and highway programs, high-speed and intercity passenger rail programs, including issues related to authorization and appropriations laws, annual budget resolutions, and legislation concerning the Highway Trust Fund and other transportation-related tax and revenue issues. Tax policy as it relates to public transportation including the alternative fuel volumetric tax credit for Compressed Natural Gas and Liquefied Natural Gas used in transit vehicles, the alternative fuel vehicle refueling property tax credit, the treatment of municipal bonds, the commuter tax benefit, tax credit bonds, private activity bonds, investment tax credits, Transportation Infrastructure Finance and Innovation Act (TIFIA) and Railroad Rehabilitation & Improvement Financing (RRIF) financing, and the solvency of the Federal Highway Trust Fund. Matters related to the implementation of the Moving Ahead for Progress in the 21st Century (MAP-21) Act and the Fixing America's Surface Transportation (FAST) Act. Legislation concerning Department of Transportation (DOT) regulations. Issues related to implementation of Positive Train Control technologies on commuter railroads as mandated under the P.L. 110-432, the Rail Safety Improvement Act of 2008 and P.L. 114-73, the Surface Transportation Extension Act of 2015. Issues related to successor legislation to the FAST Act. Issues related to existing or new transportation grant programs. Budget and appropriation issues including funding and policy issues related to the Capital Investment Grant Program (CIG), the Rebuilding American Infrastructure with Sustainability and Equity (RAISE) program (formerly known as the Better Utilizing Investments to Leverage Development (BUILD) program), transit security grants, Amtrak, and other transit and intercity passenger rail programs. Issues relating to transit security funding and programs. Administrative actions for transportation related rules, regulations, guidance, guidelines, and best practices, including the DOT RAISE grant selections. Legislation regarding public transportation as it relates to housing policy. Legislation affecting transportation programs in response to natural disasters and other emergencies, including the Novel Coronavirus (COVID-19). Specific bills include S.262, Supporting State and Local Leaders Act; S.267, Investments in Rural Transit Act of 2021; S.303, Essential Transportation Employee Safety Act of 2021; S.354, Metro Safety, Accountability, and Investment Act of 2021; S.356, Transportation Opportunities for Professional Service Act or the TOPS Act; S.358, Tribal Transportation Equity and Transparency Improvement Act of 2021; S.361, A bill to establish a 90-day limit to file a petition for judicial review of a permit, license, or approval for a highway or public transportation project, and for other purposes; S.369, A bill to authorize and appropriate funding for grants to Amtrak for the restoration of long-distance routes and the rehiring of employees furloughed as a result of the COVID-19 pandemic; S.431, To amend title 23, United States Code, to require transportation planners to consider projects and strategies to reduce greenhouse gas emissions, and for other purposes or GREEN Streets Act; S.479, To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds or the LOCAL Infrastructure Act; S.494, A bill to establish a working group on electric vehicles or the Green Bus Tax Credit Act of 2021; S.508, A bill to establish a working group on electric vehicles; S.700, A bill to establish a portal and database to receive and maintain information regarding blocked railroad-highway grade crossings and to require the Secretary of Transportation to evaluate the requirements of the railway-highway crossings program; S.837, A bill to provide relief to public transportation agencies with projects in the Full Funding Grant Agreement stage of the Capital Investment Grants Program; S.874, A bill to establish a green transportation infrastructure grant program, and for other purposes; S.899, A bill to establish the Intercity Passenger Rail Trust Fund to ensure a safe, sustainable, convenient transportation option for the people of the United States, and for other purposes; S.940, A bill to amend title 49, United States Code, to establish a National Transit Frontline Workforce Training Center, and for other purposes; S.941, A bill to amend title 23, United States Code, to improve the transportation infrastructure finance and innovation (TIFIA) program, and for other purposes; S.955, A bill to require the Federal Railroad Administration and the Federal Highway Administration to provide recommendations for reducing the number of very rural highway-rail grade crossing collisions, to authorize a public outreach and educational program to reduce such collisions, and to authorize grants to improve grade crossing safety; H.R.158, Rail Audit Transparency Act; H.R.227, Build America Act of 2021; H.R.383, Road User Charge Advancement Act of 2021; H.R.385, Preparing Localities for an Autonomous and Connected Environment Act or the PLACE Act; H.R.396, "Transit Security Grant Program Flexibility Act"; H.R.510, Support Local Transportation Act; H.R.512, Green Bus Act of 2021; H.R.583, Green Bus Tax Credit Act of 2021; H.R.740, Climate Resilient Transportation Infrastructure Study Act; H.R.786, Supporting State and Local Leaders Act; H.R.867, High Speed Rail Corridor Development Act of 2021; H.R.947, Railway Upgrades for Rural American Lines Act or the RURAL Act; H.R.1152, Green Buses for Every Community Act; H.R.1319, American Rescue Plan Act of 2021; H.R.1472, To prohibit the use of Federal financial assistance for a certain high-speed rail development project in the State of California that was subject to a previous cooperative agreement, and for other purposes; H.R.1519, To amend the Internal Revenue Code of 1986 to phaseout the Mass Transit Account; H.R.1615, To amend title 49, United States Code, to expand and codify the transit oriented development planning grant program, and for other purposes; H.R.1675, To amend title 49, United States Code, with respect to fixed guideway capital investment grants, and for other purposes; H.R.1697, To amend title 23, United States Code, to increase accessible transportation for individuals with disabilities; H.R.1845, To amend chapter 261 of title 49, United States Code, to provide for high-speed rail corridor development, and for other purposes; H.R.2038, To establish a green transportation infrastructure grant program, and for other purposes; H.R.2080, To amend title XVIII of the Social Security Act to provide for temporary coverage of certain transportation services for certain individuals under the Medicare program, and for other purposes; H.R.2128, To amend title 49, United States Code, to improve transit safety; H.R.2129, To amend title 49, United States Code, to establish a National Transit Frontline Workforce Training Center, and for other purposes; H.R.2203, To amend titles 23 and 49, United States Code, to improve public understanding of how transportation investments are made by public agencies through establishing greater transparency and accountability processes; H.R.2204, To amend title 23, United States Code, to establish additional requirements for certain transportation projects with estimated costs of $2,500,000,000 or more, and for other purposes; H.R.2205, To amend title 49, United States Code, to provide grants and develop value capture policy; H.R.2206, To amend title 23, United States Code, to modify the transportation finance infrastructure and innovation program with respect to community development financial institutions, and for other purposes; H.R.2287, To direct the Secretary of Transportation to carry out a grant program to support efforts to provide fare-free transit service, and for other purposes; S.1066, State Transportation Flexibility Act; S.1172 and H.R.2287, Freedom to Move Act; S.1240, Manufacturing USA Expansion Act of 2021; S.1465, Railroad Crossing Elimination Act; S.1499 and H.R.2895, Reinventing Economic Partnerships And Infrastructure Redevelopment Act; S.1500 and H.R.2937, Rail Passenger Fairness Act; S.1658 and H.R.3110, Providing Urgent Maternal Protections (PUMP) for Nursing Mothers Act; S.1680 and H.R.3317, All Station Accessibility Program Act of 2021; S.1681 and H.R. 3310, Promoting Service in Transportation Act; S.1789 and H.R. 3528, Warren Cowles Grade Crossing Safety Act; S.1818 and H.R.3318, Railroad Rehabilitation and Improvement Financing Equity Act; S.1919, Railway Upgrades for Rural American Lines Act; S.1985, Rural Opportunities to Use Transportation for Economic Success Act; S.2016, Surface Transportation Investment Act of 2021; S.2038, Disability Access to Transportation Act; S.2137, Rural Transportation Equity Act of 2021; H.R.2306, Small Community Transit Improvement Act of 2021; H.R.2334, Reinvesting in Essential Partnerships And Infrastructure for Rural America Act; H.R.2380, Saving Transit Art Resources Act; H.R.2474, Invest in American Railroads Act; H.R.2476, Economic Impact of Tolling Act; H.R.2483, Build More Housing Near Transit Act of 2021; H.R.2634, Local Infrastructure Financing Tools Act; H.R.2683, Helping Communities Invest in Infrastructure Act; H.R.2697, 21st Century Transportation Workforce Development Act; H.R.2769, Intercity Passenger Rail Trust Fund Act; H.R.2924, Transit to Trails Act of 2021; H.R.2937, Rail Passenger Fairness Act; H.R.2958, End the Limo Loophole Act; H.R.3002, To amend title 49, United States Code, to require Amtrak to adopt the repair-in-place method for track maintenance and rehabilitation, and for other purposes; H.R.3090, Interstate Rail Compacts Advancement Act of 2021; H.R.3097, Green Transportation Act; H.R.3201, Providing Assistance for Vital Enhancements Act; H.R.3347, Generating Reduced Emissions by Electrifying New Buses Act; H.R.3594, Surface Transportation Research and Development Act of 2021; H.R.3651, Revitalizing American Priorities for Infrastructure Development Act; H.R.3684, Investing in a New Vision for the Environment and Surface Transportation in America Act; H.R.3698, Dont BLock Our Communities Act; H.R.3744, Stronger Communities through Better Transit Act; H.R.3750, Equity in Transit Service Planning Act; H.R.3902, 21st Century Aerospace Infrastructure Act of 2021; H.R.4093, To amend title 23, United States Code, to modify the distribution of funds under the tribal transportation program, and for other purposes; H.R.4183, Public Transportation Accessibility Study Act; S.2309, "A bill to improve the Consolidated Rail Infrastructure and Safety Improvements Program, and for other purposes"; S.2487, "Put the Brakes on Boondoggles Act"; S.2534 "Expanded Transit Service Act"; S.2726 and H.R. 5228 "Public Transportation Expansion Act"; S.2802, "Balance the Highway Trust Fund Act"; S.2803, "Transportation Empowerment Act"; H.R.4413, "National Infrastructure Development Bank Act of 2021"; H.R.4441, "Travel Mask Mandate Repeal Act of 2021"; H.R.4474, "BRAIN TRAIN Act"; H.R.4520, "GREEN Streets Act"; H.R.4550, "Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2022"; H.R.5304, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5305, "Extending Government Funding and Delivering Emergency Assistance Act"; H.R.5434, "Surface Transportation Extension Act of 2021"; H.R.5376, "Build Back Better Act"; H.R.3684, the Infrastructure Investment and Jobs Act; S.3045, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2022; S.3250, Providing Assistance for Transit Help to College Act/H.R.6036, Promoting Advancement Through Transit Help to College Act; H.R.5706, Stop Sexual Assault and Harassment in Transportation Act; H.R. 5896, To incentivize innovative transportation corridors to reduce carbon and GHG emissions, to provide a tax structure that allows for certain investments in public transportation systems, and to enable the fossil fuel workforce to transition to sustainable work sectors; H.R.6046, To amend title 49, United States Code, to allow passenger ferry boats in nonurbanized areas to qualify for certain grants; H.R.6119, Further Extending Government Funding Act/H.Res.829, Providing for consideration of the bill (H.R.6119) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; H.R.6257, SAFER Travel Act; ; S.3556 and H.R.6567, LICENSE Act of 2022; S.3600, Strengthening American Cybersecurity Act of 2022; S.3901, Reduce Human Trafficking through Transportation Act; H.R.6365, To direct the Surface Transportation Board to require any high-speed rail project to acquire all land for the project before starting construction, and for other purposes; H.R.6617, Further Additional Extending Government Funding Act/H.Res.912, Providing for consideration of the bill (H.R. 3076) to provide stability to and enhance the services of the United States Postal Service, and for other purposes; providing for consideration of the bill (H.R. 6617) making further continuing appropriations for the fiscal year ending September 30, 2022, and for other purposes; and for other purposes; H.R.6688, NO TOD Act; H.R.6833, Making continuing appropriations for fiscal year 2023, and for other purposes; H.J.Res.75, Extension of Continuing Appropriations Act, 2022; H.R.7057, Unmasking of Americans Act of 2022; H.R.7204, Returning Amtrak To Economic Sustainability Act (RATES Act); SD 1582-21-01, Enhancing Public Transportation and Passenger Railroad Cybersecurity; H.R.7900, National Defense Authorization Act for Fiscal Year 2023; H.R.8121, No Electric Ferries Act; H.R.8122, No Desire for Streetcars Act; H.R.8294, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2023; S.J.Res.61 and H.J.Res.95, A joint resolution to provide for the resolution of issues in a railway labor-management dispute, and for other purposes; S.4909 and H.R.8934, Ferry Service Expansion Act; S.4959, A bill to amend section 11101 of title 49, United States Code, to ensure that rail carriers provide transportation or service in a manner that fulfills the shipper's reasonable service requirements; H.R.8841, Access to Critical Non-Emergency Transportation Services Act.
Client expense: $320,000 · Firm income: Not reported
Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)
2022 · third_quarter · Taxation/Internal Revenue Code
s. 1308 - American Infrastructure Bonds Act - facilitate direct pay bonds for infrastructure projects H.R. 2634 - Local Infrastructure Financing Tools Act - facilitate direct pay bonds for infrastructure projects 2022 Budget Reconciliation bill ("Build Back Better") - increase in corporate tax, book minimum tax, work to include life insurance tax stabilization provision and retirement security provisions H.R. 5376 - the Inflation Reduction Act - PL 117-169 - corp book minimum income tax
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Budget/Appropriations
Advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for specific regulatory and administrative inclusion of funding for entities in suburban, local governments in H.R. 5376, Build Back Better Act or its successor legislation; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; advocate for further relief funding to replace lost revenue to local governments as a result of COVID-19 Pandemic; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds to finance capital expenditures / infrastructure; support repeal of prohibition of advanced refunding of municipal debt; advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act and protections from future sequestration
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures / infrastructure; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Energy/Nuclear
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures as defined under existing law related to tax exempt municipal finance; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Budget/Appropriations
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021
Client expense: Not reported · Firm income: $10,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures for local governments and municipally owned utilities; oppose discriminatory treatment of buyers of public natural gas pursuant to a Qualified Natural Gas Supply Contract under Section 148(b)(4) of the Internal Revenue Code of 1986; advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Budget/Appropriations
Advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for specific regulatory and administrative inclusion of funding for entities in suburban, local governments in H.R. 5376, Build Back Better Act or its successor legislation; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; advocate for further relief funding to replace lost revenue to local governments as a result of COVID-19 Pandemic; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds to finance capital expenditures / infrastructure; support repeal of prohibition of advanced refunding of municipal debt; advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act and protections from future sequestration
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds to finance capital expenditures / infrastructure; advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; advocate for further and additional relief funding to replace lost revenue to local governments as a result of COVID-19 Pandemic; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Budget/Appropriations
Advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for specific regulatory and administrative inclusion of funding for entities in suburban, local governments in H.R. 5376, Build Back Better Act or its successor legislation; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; advocate for further relief funding to replace lost revenue to local governments as a result of COVID-19 Pandemic; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Office of Justice Program, SENATE
2022 · second_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds to finance capital expenditures / infrastructure; support repeal of prohibition of advanced refunding of municipal debt; advocate for regulatory and administrative inclusion of local governments in entities to receive funding in H.R. 3684, Infrastructure Investment and Jobs Act; Advocate for inclusion in H.R. 5376 of revisions to to IRS Code for taxable direct pay public bonds to reduce financing costs of capital expenditures for local governments; support S. 1308, American Infrastructure Bond Act of 2021; support provisions of H.R. 2634, LIFT Act and protections from future sequestration
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Economics/Economic Development
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures / infrastructure; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Energy/Nuclear
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds for capital expenditures as defined under existing law related to tax exempt municipal finance; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Support legislation to amend Subchapter B of chapter 65 of the Internal Revenue Code of 1986 to add a provision for taxable direct payment publicly-issued bonds; support section 135101 in H.R. 5376 regarding qualified infrastructure bonds; support provisions of H.R. 2634 "LIFT Act" related to American Infrastructure Bonds; support provisions of S. 1308 American Infrastructure Bonds Act of 2021
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Budget/Appropriations
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021
Client expense: Not reported · Firm income: $5,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures for local governments and municipally owned utilities; oppose discriminatory treatment of buyers of public natural gas pursuant to a Qualified Natural Gas Supply Contract under Section 148(b)(4) of the Internal Revenue Code of 1986; advocate for revisions to IRS Code to allow taxable, direct payment bond finance for public capital expenditures; Advocate for inclusion of H.R. 2634 LIFT Act language in H.R. 5376, Build Back Better Act; support S. 1308, the American Infrastructure Bond Act of 2021
Client expense: Not reported · Firm income: $5,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
HR 1 Tax Cuts and Jobs Act. ISSUE: Taxation of life insurers. Discussions related to Tax 2.0 Package. H.R. 6201, Families First Coronavirus Response Act - tax credits for employers regarding coronavirus paid time off. Life Insurance Product and Tax Stabilization Proposals (no bill introduced yet.) COVID-19 Response Tax Proposals re 7702 and Ordinary Treatment of Bonds (no bill introduced). Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Technical corrections to the Tax Cuts and Jobs Act (bill not introduced) Tax Extenders: H.R. 3301 (no Senate bill introduced yet) The Consolidated Appropriations Act of 2021: HR 133 Infrastructure package (no bill introduced yet) - provisions related to the GILTI and BEAT and corporate tax rate S.2621 - 117th Congress (2021-2022) Modernization of Derivatives Tax Act of 2021 Reconciliation (House bill marked up in House Budget Committee) Build Back Better Act (No bill on congress.gov) Direct Bond Payment Programs (Sewell LIFT Act; Bennet/Wicker American Infrastructure Bonds Act) H.R.2634 - 117th Congress (2021-2022) LIFT Act S.1308 - 117th Congress (2021-2022) American Infrastructure Bonds Act of 2021 H.R.5376 (and Senate version with no bill number) Build Back Better - discussions related to Corporate Minimum Tax, Minimum Book Tax, and issues related to statutory/GAAP accounting specific to insurers S. 2415/H.R. 7107, The Long Term Care Affordability Act
Client expense: $290,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of