Higher Education Endowment Tax Reform 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. 5152 (All) The Higher Education Endowment Reform Act (Support: Reform the net investment income tax to provide credit for significant financial aid to low-income students); H.R. 8447, Protecting Endowments from Our Adversaries (All); H.R. 8128 (All) To amend the Internal Revenue Code of 1986 to expand the uses for funds under qualified tuition programs, and for other purposes (Oppose offset funding mechanism); H.R. 8883 (All) Higher Education Accountability Tax (HEAT) Act (Oppose increase to net investment income tax); S. 4810 (All) The American Workforce Act S. 1547, The Ivory Tower Act (Oppose excise tax on endowments of certain large private college and university endowments) HR 9385, the Dump Investments in Troublesome Communist Holdings Act (DITCH Act) (Review)

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

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

H.R. 2030 - College Transparency Act H.R. 3946 - Pell Grant Preservation and Expansion Act of 2021 H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 6843 - Building Civic Bridges Act H.R. 7939 - Veterans Auto and Education Improvement Act of 2022 (passed House as Student Veteran Emergency Relief Act of 2022) S. 839 - College Transparency Act S. 2081 - The Pell Grant Preservation & Expansion Act S. 4458 - Ensuring the Best Schools for Veterans Act S. 4772 - COLLEGE 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

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

H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5152 (All) "The Higher Education Endowment Reform Act" (Support: Reform the net investment income tax to provide credit for significant financial aid); H.R. 8447, Protecting Endowments from Our Adversaries (All); H.R. 8128 (All), To amend the Internal Revenue Code of 1986 to expand the uses for funds under qualified tuition programs, and for other purposes (Oppose offset funding mechanism); H.R. 8883, Higher Education Accountability Tax (HEAT) Act (Oppose increase to net investment income tax); S. 4810 (All) "The American Workforce Act" S.1547, "The Ivory Tower Act" (Oppose tax on endowments of certain large private college and university endowments) H.R 9385, the "Dump Investments in Troublesome Communist Holdings Act" (DITCH Act) (Review)

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

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

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

H.R. 2030 - College Transparency Act H.R. 3946 - Pell Grant Preservation and Expansion Act of 2021 H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 6843 - Building Civic Bridges Act S. 839 - College Transparency Act S. 2081 - The Pell Grant Preservation & Expansion Act S. 4458 - Ensuring the Best Schools for Veterans 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

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

Tax issues impacting colleges including H.R. 5152, Higher Education Endowment Tax Reform Act and reconciliation legislation.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2030 - College Transparency Act H.R. 3946 - Pell Grant Preservation and Expansion Act of 2021 H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 6843 - Building Civic Bridges Act H. Res. 1193 - Expressing support for the designation of June 23, 2022, as National Federal Pell Grant Day H. Res. 1202 - Affirming, commemorating, and celebrating the 50th anniversary of the enactment of title IX, applauding the increase in educational opportunities available to all individuals, regardless of sex or gender, and recognizing the tremendous amount of work left to be done to further increase those opportunities. S. 839 - College Transparency Act S. 2081 - The Pell Grant Preservation & Expansion Act S. Res 676 - Expressing support for the designation of June 23, 2022, as National Pell Grant Day -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. ____ - Protecting Endowments from Our Adversaries Act H.R. 4173 - Tax-Free Pell Grant Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 5376 - Build Back Better Act S. 2455 - Tax-Free Pell Grant Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax issues impacting colleges including H.R. 5152, Higher Education Endowment Tax Reform Act and reconciliation legislation.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4173 - Tax-Free Pell Grant Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 5376 - Build Back Better Act S. 2455 - Tax-Free Pell Grant Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2030 - College Transparency Act H.R. 4470 - Made in America Pandemic Preparedness Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 5376 - Build Back Better Act H.R. 6397 - Medical Student Education Authorization Act of 2022 H.R. 6425 - AID Act H.R. 6466 - Student Loan Rehabilitation and Credit Score Improvement Act of 2022 H.R. 6493 - Campus Prevention and Recovery Act of 2022 H.R. 6537 - Pell Grant Sustainability Act H.R. 6559 - Fair College Admissions for Students Act H.R. 6749 - Clean Slate through Repayment Act of 2022 H.R. 6843 - Building Civic Bridges Act H.R. 6893 - IGNITE HBCU and MSI Excellence Act H.R. 6898 - Teacher Debt Relief Act H.R. 6956 - Service Starts At Home Act H.R. 7000 - Clean Slate through Consolidation Act H.R. 7106 - Empowering Individuals to Succeed Through Education and Workforce Training Act H.R. 7141 - College Completion Fund Act of 2022 H.R. 7150 - To amend the Higher Education Act of 1965 to strengthen oversight and disclosures relating to foreign support for institutions of higher education, and for other purposes. H.R. 7288 - Affordable Loans for Any Student Act S. 839 - College Transparency Act S. 2081 - The Pell Grant Preservation & Expansion Act S. 3865 - STUDENT Act S. 3953 Affordable Loans for Any Student Act -- regarding policy issues affecting higher education institutions and their students

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

Tax issues impacting colleges including H.R. 5152, Higher Education Endowment Tax Reform Act and reconciliation legislation.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5376 Build Back Better Act - education tax policy H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4173 - Tax-Free Pell Grant Act H.R. 5152 - Higher Education Endowment Tax Reform Act H.R. 5376 - Build Back Better Act S. 2455 - Tax-Free Pell Grant Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Science & Technology Policy (OSTP), SENATE

Tax issues impacting colleges including H.R. 5152, Higher Education Endowment Tax Reform Act and reconciliation legislation.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5376 Build Back Better Act - education tax policy H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

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

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Office of Science & Technology Policy (OSTP), SENATE

H.R.4173 - Tax-Free Pell Grant Act H.R.5152 - Higher Education Endowment Tax Reform Act H.R. 5376 - Build Back Better Act S. Con. Res 14 - FY22 Budget Resolution S. 2455 - Tax-Free Pell Grant Act -- regarding policy issues affecting higher education institutions and their students

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Science & Technology Policy (OSTP), SENATE

Education, and Related Agencies Appropriations Anchor Institutions Grant Proposal HR5152 Higher Education Endowment Tax Reform Act

Client expense: $110,000 · 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

Tax issues impacting colleges including H.R. 5152, Higher Education Endowment Tax Reform Act.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5376 To provide for reconciliation pursuant to title II of S. Con. Res. 14. - education tax policy H.R. 5152 Higher Education Endowment Tax Reform Act Charitable Sector Issues

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

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