Don’t Tax Higher Education Act

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 4380 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 5109 - Dump Investments in Troublesome Communist Holdings (DITCH Act) H.R.3136 - National Critical Capabilities Defense Act of 2023 H.R.3435 - Charitable Act H.R.3000 - Tax-Free Pell Grant Act S. 2750 - Dump Investments in Troublesome Communist Holdings (DITCH Act) S. 3465 Woke Endowment Security Tax Act of 2023 (WEST Act) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $65,052 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 4380 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 5109 - Dump Investments in Troublesome Communist Holdings (DITCH Act) H.R.3136 - National Critical Capabilities Defense Act of 2023 H.R.3435 - Charitable Act H.R.3000 - Tax-Free Pell Grant Act S. 2750 - Dump Investments in Troublesome Communist Holdings (DITCH Act) S. 3465 Woke Endowment Security Tax Act of 2023 (WEST Act) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $75,967 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 4380 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 5109 - Dump Investments in Troublesome Communist Holdings (DITCH Act) H.R.3136 - H.R.3136 - National Critical Capabilities Defense Act of 2023 H.R.3435 - Charitable Act H.R.3000 - Tax-Free Pell Grant Act S. 2750 - Dump Investments in Troublesome Communist Holdings (DITCH Act) S. 3465 Woke Endowment Security Tax Act of 2023 (WEST Act) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $74,678 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 4380 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 5109 - Dump Investments in Troublesome Communist Holdings (DITCH Act) H.R.3136 - National Critical Capabilities Defense Act of 2023 H.R.3435 - Charitable Act H.R.3000 - Tax-Free Pell Grant Act S. 2750 - Dump Investments in Troublesome Communist Holdings (DITCH Act) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $82,292 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 8447 - Protecting Endowments from Our Adversaries Act (117th Congress) H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 9385 - Dump Investments in Troublesome Communist Holdings (DITCH Act) (117th Congress) H.R.6329 - National Critical Capabilities Defense Act of 2021 (117th Congress) S. 5178 - Dump Investments in Troublesome Communist Holdings (DITCH Act) (117th Congress) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $34,849 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act (117th Congress) H.R. 5152 - Higher Education Endowment Tax Reform Act (117th Congress) H.R. 8447 - Protecting Endowments from Our Adversaries Act (117th Congress) H.R. 8883 - Higher Education Accountability Tax (HEAT) Act (117th Congress) H.R. 9385 - Dump Investments in Troublesome Communist Holdings (DITCH Act) (117th Congress) H.R.6329 - National Critical Capabilities Defense Act of 2021 (117th Congress) S. 5178 - Dump Investments in Troublesome Communist Holdings (DITCH Act) (117th Congress) -- regarding tax policy issues affecting higher education institutions and their students

Client expense: $75,216 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3393 - Student and Family Tax Simplification Act H.R. 2832 - Dont Tax Higher Education Act H.R. 4173 - Tax-Free Pell Grant Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 8128 - To amend the Internal Revenue Code of 1986 to expand the uses for funds under qualified tuition programs, and for other purposes H.R. 8447 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act H.R. 9385 - Dump Investments in Troublesome Communist Holdings (DITCH Act) S. 1547 - Ivory Tower Tax Act S. 2455 - Tax-Free Pell Grant Act S. 4810 - American Workforce Act S. 4897 - Student Loan Reform Act S. 5178 - Dump Investments in Troublesome Communist Holdings (DITCH Act) -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal, offset, or otherwise not increase the excise tax on scholarships and other programs funded by university endowment investments (HR 2832, HR 5376, HR 8128).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2832 - Dont Tax Higher Education Act H.R. 4173 - Tax-Free Pell Grant Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 8128 - To amend the Internal Revenue Code of 1986 to expand the uses for funds under qualified tuition programs, and for other purposes H.R. 8447 - Protecting Endowments from Our Adversaries Act H.R. 8883 - Higher Education Accountability Tax (HEAT) Act S. 1547 - Ivory Tower Tax Act S. 2455 - Tax-Free Pell Grant Act S. 4810 - American Workforce Act S. 4897 - Student Loan Reform Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal, offset, or otherwise not increase the excise tax on scholarships and other programs funded by university endowment investments (HR 2832, HR 5376, HR 8128).

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 8295 /S. 4659, the FY 2023 Labor-HHS-Education Appropriations Act - provisions related to funding for federal student aid programs (including Pell Grants, work-study and SEOG), Title VI international education programs, the Institute of Education Sciences (and National Center for Special Education Research), and Title VIII nursing workforce programs and traineeship/fellowship program to support future nursing faculty H.R. 8262 /S. 4686, the FY 2023 Interior Appropriations Act - provisions related to funding for the National Endowment for the Humanities H.R. 8204, the FY 2023 Appropriations package - provisions related to NEH Issues related to FY 2024 appropriations for research and education at agencies including IES P.L. 117-167/H.R. 4346, the CHIPS and Science Act - general exclusion of higher ed provisions H.R. 8548, the New Essential Education Discoveries Act - provisions related to authorization of a National Center for Advanced Development in Education (NCADE) H.R. 5152, the Higher Education Endowment Reform Act - provisions that would reform the tax to require schools to provide significant grant aid to financially needy students to earn relief from the tax H.R. 2832, the Dont Tax Higher Education Act - provisions that would repeal the net investment income (NII) tax H.R. 8128 - provisions that would increase the NII tax to offset an expansion of 529 savings plan H.R. 8447, the Protecting Endowments from our Adversaries Act - provisions that would impose a 100% excise tax on income from investments in interests included on the Commerce Entity List, MEU List, Unverified List, and FCC Covered List H.R. 8883, the Higher Education Accountability (HEAT) Act - provisions that would increase the NII tax and changes to eligibility criteria S. 4772, the Changing Our Learning, Loans, Endowments and Graduation Expectations (COLLEGE) Act - provisions that would require institutions to discount cost of attendance for students based on endowment size S. xxxx, the Student Loan Reform Act - provisions related to institutional skin in the game related to federal student loans, provisions related to the NII excise tax S. 1547 Ivory Tower Tax Act - provisions that would impose 1% tax on the fair market value of private higher ed institution with assets of $2.5 billion and above and impose a 30% excise tax on undistributed excess endowment amounts S. 4912, the Make the Universities Pay Act - provisions that would impose institutional skin in the game related to federal student loans and defaults and add reporting requirements related to post-graduate outcomes H.R. 6843/S. 4530, the Building Civic Bridges Act - provisions related to a new grant program within AmeriCorps to support university efforts to foster civil discussion S. 4588, the College Athlete Compensation Rights Act - provisions related to NIL for student athletes General issues related to doubling the maximum Pell Grant to increase access to and affordability of higher education General issues related to access to and affordability of higher education as well as completion and accountability General issues related to IES reauthorization including provisions that relate to constituting the National Board on Education Sciences; maintaining a separate authorization for NCSER; and providing robust authorization levels General issues related to the FY 2023 budget request for IES and NCSER and the need to support early career faculty General issues related to the proposal to create a National Center for Advanced Development in Education (NCADE) within IES General issues around college athletics, including potential federal legislation related to name/image/likeness and healthcare for student-athletes General issues related to data privacy proposals that could impact private institutions of higher education General issues related to the Dept. of Educations Title IX NPRM General issues related to EDs Title IV NPRMs General issues related to campus climate surveys as mandated in VAWA (P.L. 107-113) General issues related to advanced practice nursing education and faculty shortages; proposals related to building a more robust pipeline of nursing faculty, including through HRSA Title VIII traineeships or fellowships for future nursing faculty General issues related to VA education regulatory issues, including proposed revisions to the 85/15 rule and the 35% exemption General issues related to administering VA educational benefits General issues related to Title VI National Resource Center and Latin America research and education General issues related to NEHs role in research and education on ethics in AI

H.R. 5152, the Higher Education Endowment Reform Act - provisions that would reform the net investment income excise tax to require schools to provide significant grant aid to financially needy students to earn relief from the tax H.R. 2832, the Dont Tax Higher Education Act - provisions that would repeal the net investment income (NII) excise tax H.R. 8128 - provisions that would increase the NII tax to offset an expansion of 529 savings plan H.R. 8447, the Protecting Endowments from our Adversaries Act - provisions that would impose a 100% excise tax on income from investments in interests included on the Commerce Entity List, MEU List, Unverified List, and FCC Covered List H.R. 8883, the Higher Education Accountability (HEAT) Act - provisions that would increase the NII tax and changes to eligibility criteria S. xxxx, the Student Loan Reform Act - provisions related to institutional skin in the game related to federal student loans; provisions related to the NII excise tax S. 1547 Ivory Tower Tax Act - provisions that would impose 1% tax on the fair market value of private higher ed institution with assets of $2.5 billion and above and impose a 30% excise tax on undistributed excess endowment amounts S. 4912, the Make the Universities Pay Act - provisions that would impose institutional skin in the game related to federal student loans and defaults and add reporting requirements related to post-graduate outcomes General issues related to potential legislative modifications to IRC Sec. 4968, the net investment income excise tax General issues related to potential tax provisions in a reconciliation package that could impact research universities General issues related to potential year-end tax bill and inclusion of provisions that could impact research universities General tax issues that impact students and universities including, provisions that incentivize saving and paying for college; charitable giving; UBIT; the endowment tax and general issues related to endowments and financial aid

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal, offset, or otherwise not increase the endowment tax (HR 2832, HR 5376, HR 8128).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal or offset the endowment tax (HR 2832, HR 5376).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal or offset the endowment tax (HR 2832, HR 5376).

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal or offset the endowment tax (HR 2832, HR 5376).

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Support for HR 2832, the "Don't Tax Higher Education Act" in the 117th Congress, to amend the Internal Revenue Code to repeal the excise tax on the net investment income of certain private colleges and universities. Also, support for Section 137702 of HR 5376, Build Back Better Reconciliation Bill, titled Modification of Excise Tax on Investment Income of Private Colleges and Universities.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5376, the Build Back Better Act - provisions related to higher education including modification of endowment tax, restoration of advanced refunding bonds, and other provisions H.R. 5152, the Higher Education Endowment Tax Reform Act - provisions that would modify the excise tax on certain private university endowments H.R. 2832, the Don't Tax Higher Ed Act - provisions that would repeal the Sec. 4968 net investment income excise tax H.R. 4174, the Tax-Free Pell Grant Act - provisions that would make Pell Grants tax free H.R. 4408, the Carbon Capture Improvement Act - provisions that would authorize tax-exempt private activity bonds to be used to finance qualified carbon dioxide carbon capture facilities H.R. 2954, the SECURE 2.0 Act - provisions related to retirement contributions General issues related to potential legislative modifications to IRC Sec. 4968, the net investment income excise tax General issues related to potential tax provisions in a reconciliation or infrastructure package that could impact research universities including modifications to IRC Sec. 4968, advanced refunding bonds, changes to the AOTC, and changes to the tax implications of Pell Grants

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

Encouraged Representatives, Senators, and legislative staff to reinstate advance refunding bonds for non-profit institutions (HR 2228). Encouraged Representatives, Senators, and legislative staff to repeal the endowment tax (HR 2832).

Client expense: $130,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Education, and Related Agencies Appropriations HR2832 Endowment Tax

Client expense: $95,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE