Freedom To Invest in Tomorrow's Workforce Act

Led the Tomorrow's Workforce Coalition, which advocates for beneficial workforce development policy that would strengthen the economy now and into the future. The coalition's initial focus was passage of The Freedom to Invest in Tomorrow's Workforce Act (H.R. 1477), which expands the use of 529 education savings plans to cover the costs of certain workforce training and professional credentialing programs. Legislation included in H.R. 1, the One Big Beautiful Bill Act, signed into law July 4, 2025.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Perkins Act: Post Secondary Education, generally. Federal Tuition Assistance (Pell Grants, 529 Savings). Career and Technical Education, generally. Apprenticeship Programs, generally. Pell Grant Programs, generally. H.R. 1642: Connecting Small Businesses with Career and Technical Education Graduates Act of 2025. Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. 118th Congress: S. 1213: the Training America's Workforce Act. H.R. 2851: the National Apprenticeship Act. H.R. 793/S. 161: the Jumpstart Our Businesses by Supporting Students Act of 2023. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 6655: A Stronger Workforce for America Act. H.R. 6585: Bipartisan Workforce Pell Act. H.R. 3400: Small Businesses before Bureaucrats Act. H.R. 9461: USA Workforce Investment Act. H.R. 9656: CTE Student Mental Health and Wellness Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Federal Highway Administration policy of approving state and local government requests to mandatory Project Labor Agreements on federally assisted highway projects. Public Private Partnerships. Permitting on projects and the environmental review process, generally. Comprehensive infrastructure plan, generally. Streamline and Modernize the Permitting Process for Construction. Davis-Bacon Act. "All-of-the-above" strategy for workforce development. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). Infrastructure Investment and Jobs Act Buy America provisions. Surface Transportation Reauthorization, generally. Federal Highway Administration Administrator nominee, Sean McMaster. DOT-FAA (Reg.) Title: Normalizing Unmanned Aircraft Systems Beyond Visual Line of Sight Operations (RIN 2120-AL82). 118th Congress: H.R. 720: the Davis Bacon Repeal Act. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 3935: the Securing Growth and Robust Leadership in American Aviation Act. H.R. 4820: the Transportation, Housing and Urban Development Appropriations Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of the Vice President of the United States, President of the U.S., SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT)

Support for H.R. 1477/S. 722 Freedom to Invest in Tomorrows Workforce Act, the Research and Development Tax Credit, 100% bonus depreciation and other tax reform priorities.

Client expense: $34,000 · Firm income: Not reported

Led the Tomorrow's Workforce Coalition, which advocated for The Freedom to Invest in Tomorrow's Workforce Act (H.R. 1477), which would expand the use of 529 education savings plans to cover the costs of certain workforce training and professional credentialing programs. Legislation included in H.R. 1, the One Big Beautiful Bill Act, signed into law July 4, 2025.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocated in favor of The Freedom to Invest in Tomorrow's Workforce Act (H.R. 1477), which would allow individuals across the country to use their 529 education savings plans to cover the costs of certain workforce training and credentialing programs. Legislation included in H.R. 1, the One Big Beautiful Bill Act.

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Apprenticeship and Prevailing Wage Requirements under the Inflation Reduction Act of 2022 (H.R.5376) (also LBR issue) Death Tax Repeal Act of 2025 (H.R.1301/S.587) -- also SMB issue Freedom to Invest in Tomorrow's Workforce Act (H.R.1477/S.722) -- also LBR issue Issues related to small business and pass through tax deduction Issues related to the Estate/Death tax Issues related to budget reconciliation

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA)

Perkins Act: Post Secondary Education, generally. Federal Tuition Assistance (Pell Grants, 529 Savings). Career and Technical Education, generally. Apprenticeship Programs, generally. Pell Grant Programs, generally. H.R. 1642: Connecting Small Businesses with Career and Technical Education Graduates Act of 2025. Executive Order 14278, Preparing Americans for High-Paying Skilled Trade Jobs of the Future. 118th Congress: S. 1213: the Training America's Workforce Act. H.R. 2851: the National Apprenticeship Act. H.R. 793/S. 161: the Jumpstart Our Businesses by Supporting Students Act of 2023. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 6655: A Stronger Workforce for America Act. H.R. 6585: Bipartisan Workforce Pell Act. H.R. 3400: Small Businesses before Bureaucrats Act. H.R. 9461: USA Workforce Investment Act. H.R. 9656: CTE Student Mental Health and Wellness Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Federal Highway Administration policy of approving state and local government requests to mandatory Project Labor Agreements on federally assisted highway projects. Public Private Partnerships. Permitting on projects and the environmental review process, generally. Comprehensive infrastructure plan, generally. Streamline and Modernize the Permitting Process for Construction. Davis-Bacon Act. "All-of-the-above" strategy for workforce development. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). Infrastructure Investment and Jobs Act Buy America provisions. Surface Transportation Reauthorization, generally. 118th Congress: H.R. 720: the Davis Bacon Repeal Act. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 3935: the Securing Growth and Robust Leadership in American Aviation Act. H.R. 4820: the Transportation, Housing and Urban Development Appropriations Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of the Vice President of the United States, President of the U.S., SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT)

Support for H.R. 1477/S. 722 Freedom to Invest in Tomorrows Workforce Act, the Research and Development Tax Credit, 100% bonus depreciation and other tax reform priorities.

Client expense: $34,000 · Firm income: Not reported

Advocated in favor of The Freedom to Invest in Tomorrow's Workforce Act (H.R. 1477), which would allow individuals across the country to use their 529 education savings plans to cover the costs of certain workforce training and credentialing programs.

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Apprenticeship and Prevailing Wage Requirements under the Inflation Reduction Act of 2022 (H.R.5376) (also LBR issue) Death Tax Repeal Act of 2025 (H.R.1301/S.587) -- also SMB issue Freedom to Invest in Tomorrow's Workforce Act (H.R.1477/S.722) -- also LBR issue Issues related to small business and pass through tax deduction Issues related to the Estate/Death tax Issues related to budget reconciliation

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA)

Perkins Act: Post Secondary Education, generally. Federal Tuition Assistance (Pell Grants, 529 Savings). Career and Technical Education, generally. Apprenticeship Programs, generally. Pell Grant Programs, generally. 118th Congress: S. 1213: the Training America's Workforce Act. H.R. 2851: the National Apprenticeship Act. H.R. 793/S. 161: the Jumpstart Our Businesses by Supporting Students Act of 2023. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 6655: A Stronger Workforce for America Act. H.R. 6585: Bipartisan Workforce Pell Act. H.R. 3400: Small Businesses before Bureaucrats Act. H.R. 9461: USA Workforce Investment Act. H.R. 9656: CTE Student Mental Health and Wellness Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Federal Highway Administration policy of approving state and local government requests to mandatory Project Labor Agreements on federally assisted highway projects. Public Private Partnerships. Permitting on projects and the environmental review process, generally. Comprehensive infrastructure plan, generally. Streamline and Modernize the Permitting Process for Construction. Davis-Bacon Act. "All-of-the-above" strategy for workforce development. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). Infrastructure Investment and Jobs Act Buy America provisions. 118th Congress: H.R. 720: the Davis Bacon Repeal Act. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 3935: the Securing Growth and Robust Leadership in American Aviation Act. H.R. 4820: the Transportation, Housing and Urban Development Appropriations Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of the Vice President of the United States, President of the U.S., SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT)

Support for H.R. 1477/S. 722 Freedom to Invest in Tomorrows Workforce Act, the Research and Development Tax Credit, 100% bonus depreciation and other tax reform priorities.

Client expense: $24,000 · Firm income: Not reported

Freedom to Invest in Tomorrow's Workforce (H.R. 1477, S. 722)

Client expense: $35,590 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Freedom to Invest in Tomorrows Workforce Act - H.R. 1477 /S. 722 - support expansion of the use of 529 tax-advantaged education savings account funds to pay for postsecondary credential and training program expenses, such as licenses and professional certifications. - Skills Investment Act of 2024 - S.3816 - increase access to skills training by expanding Coverdell Education Savings Accounts (ESAs) - tax advantaged savings accounts for educational expenses-so workers can use the accounts to pay for skills training, career-related learning, adult education, and professional development.

Client expense: Not reported · Firm income: $14,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Main Street Certainty Act (S. 1706 / H.R. 4721) - Supporting the Section 199A the Small Business Deduction, makes permanent the tax deduction for qualified business income. (Under current law, the deduction expires after December 31, 2025. - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Support bill which restores Section 174 expensing for US-based R&D investments, full and immediate expensing for investments in machinery and equipment, the EBITDA-based business interest limitation under Section 163(j), makes permanent the tax deduction for qualified business income, and expands the Low-Income Housing Tax Credit. - Freedom to Invest in Tomorrows Workforce Act (H.R. 1477 / S. 722) - Support bill which expands the eligible uses of 529 tax-advantaged education savings account funds to cover costs associated with workforce training and credentialing programs. - American Innovation and Jobs Act - (S.866/H.R.2673) - American Innovation and R&D Competitiveness Act of 2023 - support bills to ensure manufacturers can fully deduct R&D expenses each year and expand the R&D tax credit for startups and small businesses. - The Accelerate Long-term Investment Growth Now (ALIGN) Act (H.R. 2406/S. 1117) - Support bill which to make permanent allowing businesses to fully expense new investments in the year of purchase. - Death Tax Repeal Act (S. 1108/ H.R. 7035) - Support full and permanent repeal of the estate tax.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support H.R.3443 - Foster Youth Mentoring Act of 2023 Support H.R. 3416/S.454 - Youth Workforce Readiness Act of 2023 Oppose H.R.734 - Protection of Women and Girls in Sports Act of 2023 Support H.R. 1477, S. 722: Freedom to Invest in Tomorrows Workforce Act Support S.4843 - Summer for All Act

Client expense: $36,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Apprenticeship and Prevailing Wage Requirements under the Inflation Reduction Act of 2022 (H.R.5376) (also LBR issue) Death Tax Repeal Act of 2023 (S.1108) -- also SMB issue Freedom to Invest in Tomorrow's Workforce Act (H.R.1477/S.722) -- also LBR issue Issues related to small business and pass through tax deduction Issues related to the Estate/Death tax Tax Relief for American Families and Workers Act (H.R. 7024) USA Workforce Tax Credit Act (H.R.1656) -- also LBR issue

Client expense: $40,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA)

A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the NLRB relating to a "Standard for Determining Joint Employer Status" (H.J.Res.98/S.J.Res.49) A Stronger Workforce for America Act (H.R. 6655) Advisory Committee on Apprenticeship American Workforce Empowerment Act (H.R.329) -- also TAX issue Apprenticeship and Prevailing Wage Requirements under the Inflation Reduction Act of 2022 (H.R.5376) -- also TAX issue Apprenticeships to College Act (H.R.3786/S.343) -- also EDU issue Bipartisan Workforce Pell Act (H.R. 6585) -- also EDU issue Electric Vehicle Working Group -- Office of Energy Efficiency and Renewable Energy, Department of Energy (also ENG, TRA and ROD issue) Employee Rights Act - H.R.2700/S.1201 Essential Workers for Economic Advancement Act (H.R. 3734) Executive Order 14063 - Use of Project Labor Agreements for Federal Construction Projects Executive Order on Apprenticeship Executive Order on Protecting Worker Health and Safety Final Rule: Defining and Delimiting the Exemptions for Executive, Administrative, Professional, Outside Sales, and Computer Employees; (Document Number: 2023-17221, RIN: 1235-AA39) Final Rule: Federal Acquisition Regulation (FAR); Use of Project Labor Agreements for Federal Construction Projects (Docket No. FAR-2022-0003) Final Rule: Federal Trade Commission; Noncompete Clause Rule (Document Citation 88 FR 3482; RIN: 3084-AB74) Final Rule: Increased Credit or Deduction Amounts for Satisfying Certain Prevailing Wage and Registered Apprenticeship Requirements (Document Number: 2023-18514, RIN: 1545-BQ54) Final Rule: NLRB Joint-Employer Standard (Docket No. 2022-1918) Final Rule: Updating the Davis-Bacon and Related Acts Regulations (RIN: 1235-AA40) Final Rule: Worker Walkaround Representative Designation Process (Document Number: 2023-18695; RIN: 1218-AD45) Freedom to Invest in Tomorrow's Workforce Act (H.R.1477/S.722) -- also TAX issue Gateway to Careers Act of 2023 (H.R.4721/S.2402) Improve Tracking of Workplace Injuries and Illnesses (Docket No. OSHA-2021-0006; RIN 1218-AD40) Independent Contractor Status Under the Fair Labor Standards Act Issues related FY25 Labor-HHS Appropriations (also BUD issue) Issues Related to Comprehensive Infrastructure (also SMB, BUD & TRA issue) Issues related to Davis-Bacon Requirements Issues related to Independent Contractor status Issues related to Joint Employer rule Issues related to Project Labor Agreements Issues related to Registered Apprenticeship Issues related to Right-to-Work Issues related to the Department of Labor (DOL) Issues related to the National Defense Authorization Act for Fiscal Year 2025 -- labor issues Issues related to the National Labor Relations Board (NLRB) Issues Related to the Reauthorization of the Carl D. Perkins Career & Technical Education Act Joint Employer Status Under the Fair Labor Standards Act & National Labor Relations Act Nomination of Julie Su for Secretary of Labor Nomination of Lauren McFerran to serve as chair of the National Labor Relations Board Proposed Rule: Heat Injury and Illness Prevention in Outdoor and Indoor Work Settings (Docket No. OSHA-2021-0009, RIN 1218-AD39) Proposed Rule: National Apprenticeship System Enhancements (Document Number 2023-27851; RIN 1205-AC13) Proposed Rule: Personal Protective Equipment in Construction; (Document Number: 2023-15285; RIN: 1218-AD25) Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Occupational Safety and Health Administration relating to "Worker Walkaround Representative Designation Process" (H.J.Res.147) Reauthorization of the Workforce Innovation and Opportunity Act (WIOA) USA Workforce Tax Credit Act (H.R.1656) -- also TAX issue Workforce issues related to installation of Electric Vehicle infrastructure in the National Electric Vehicle Infrastructure (NEVI) program

Client expense: $40,000 · Firm income: Not reported

Government targets: Bureau of Labor Statistics (BLS), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT), White House Office

Met with Congressional offices to help build support for H.R. 1477/S. 722, the Freedom to Invest in Tomorrow's Workforce Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Supported S. 1706/H.R. 4721, the Main Street Tax Certainty Act of 2023; Supported H.R. 1477/S. 722, the Freedom to Invest in Tomorrows Workforce Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation and policies related to: Accreditation and curriculum of advance practice nursing education programs Policies and requirements related to scholarship and loan repayment programs for advanced practice registered nurses Implementation of the Inflation Reduction Act (P.L. 117-169) provisions related to funding for schools of nursing, nursing education, and faculty development S. 722/H.R. 1477, Freedom to Invest in Tomorrows Workforce Act

Client expense: Not reported · Firm income: $24,000

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

Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1837, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1477 and S. 722, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 4541 and S. 4539. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023. S. 4539. H.R.9614.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discussions regarding workforce challenges in the manufacturing and construction industries (H.R. 6655 - A Stronger Workforce for America Act, H.R. 6585 - Bipartisan Workforce Pell Act, H.R. 1477 - Freedom to Invest in Tomorrows Workforce Act) (entire bill for each).

Client expense: $1,760,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

Athlete safety Protecting Student Athletes from Concussions Act (H.R. 5704/S. 205) The Personal Health Investment Today (PHIT) Act (H.R. 1582/S. 786) The Promoting Physical Activity Recommendations for Americans Act (S. 397) High School Sports Injury Reporting Act (H.R. 3737) Athlete Opportunity and Taxpayer Integrity Act (S. 1454) National Defense Authorization Act (H.R. 2531) Jordan McNair Student-Athlete Heat Fatality Prevention Act (H.R. 4256/S. 2081) Access to AED's Act (H.R. 2370/S. 1024) Freedom To Invest in Tomorrow's Workforce act (H.R. 1477/S. 722) School Sports Safety Study Act (H.R. 4371) Targeting Emotional and Mental Stability Act of 2023 (H.R. 5901/S. 2966) Physical activity, Living healthy, Access, Youth development, and Safety in Youth Sports (PLAYS) Act (H.R. 4599) HEARTS Act (H.R. 6829) Extreme Weather & Heat Response Modernization Act H.R. 9024

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1440/S.694 - the Modern, Clean and Safe Trucks Act; H.R.1477/S.722 - Freedom to Invest in Tomorrows Workforce Act; H.R.2450 - the Strengthening Supply Chains through Truck Driver Incentives Act; H.R. 4721/ S. 1706 - Main Street Tax Certainty Act; H.R. 7024 - Tax Relief for American Families and Workers Act; H.R. 8578 - Retreaded Truck Tire Jobs, Supply Chain Security and Sustainability Act; H.R. 8915, the Education and Workforce Freedom Act; and S. 1108 / H.R. 7035 - Death Tax Repeal Act; . Tax issues relating to Motor Carrier Tax, Highway Reauthorization, Highway Funding, Fuel Tax, Independent Contractors, Tolling, Heavy Vehicle Use Tax, Federal Highway Trust Fund, Alternative Fuel Tax Credit and the Biodiesel Tax Credit, and the Moving Expense Tax Deduction

Client expense: $630,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of entry-level driver training final rules (81 FR 88732, CFR Part 380, 383, 384), H.R. 2830/S. 656/H.R. 8371/H.R. 5914: Veteran Improvement Commercial Driver License Act of 2023 (118th Congress; Expanded CDL training opportunities for Veterans) H.R. 3013: LICENSE Act of 2023 (118th Congress; Address skills testing delays by reducing administrative barriers to CDL) H.R. 1477/S. 722: Freedom to Invest in Tomorrow's Workforce Act (118th Congress; Allow 529 College Savings Plans to be used for CDL training) H.R. 471: SHIP IT Act (118th Congress; Allow for separate WIOA grant for entry-level truck driver training) H.R. 2450: Strengthening Supply Chains Through Truck Driver Incentives Act of 2023 (118th Congress - Income tax credits for truck drivers) H.R. 793: JOBS Act of 2023 (118th Congress - Increased eligibility for Pell Grants for short-term training programs) S. 161: JOBS Act of 2023 (118th Congress - Increased eligibility for Pell Grants for short-term training programs). H.R. 4738: Trucking Workforce Improvement Act (118th Congress - Repeal FMCSA Entry-Level Driver Training Standards) H.R. 6655, A Stronger Workforce for America Act (118th Congress - Reauthorize the WIOA program) Section 422 of Title IV of the Consolidated Appropriations Act, 2024 - Changes to the Safe Driver Apprenticeship Pilot Program (118th Congress) H.R. 1440/S. 694 - Modern, Clean, and Safe Trucks Act of 2023 (118th Congress - Eliminate Federal Excise Tax on Trucking Equipment) S.1034/H.R. 2367 - Truck Parking Safety Improvement Act (118th Congress - Increase access to safe truck parking) Commercial Motor Vehicle Operator Safety Training (CMVOST) Grant Program (Operated by the Federal Motor Carrier Safety Administration); 49 CFR 383.95 -- Restrictions Generally: Improved funding for the Workforce Innovation Opportunity Act, Implementation of rules governing the FMCSA Drug and Alcohol Clearinghouse, Implementation of third-party examiners rules for CDL skills testing, Training Provider Eligibility for Veterans Affairs GI/Education Benefits

Client expense: Not reported · Firm income: Not reported

Government targets: Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Support for H.R. 1477/S. 722 Freedom to Invest in Tomorrows Workforce Act.

Client expense: $24,000 · Firm income: Not reported

H.R. 1477/ S. 722 Freedom To Invest in Tomorrow's Workforce Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General issues related to multiple areas of the tax law and code including: Legislative proposals on tax simplification, tax reform, and technical tax changes; Individual, S corporation, partnership, trust and estate implementation issues in the Tax Cuts and Jobs Act, P.L.115-97, including SALT cap passthrough entity-level taxes; Virtual currency and digital assets reporting, including section 6045 broker basis reporting and digital asset basis tracking; Disaster relief, including the Federal Disaster Tax Relief Act of 2023 (H.R. 5863), Filing Relief for Natural Disasters Act (H.R. 3861 / S. 1815), the Casualty Loss Deduction Restoration Act (H.R. 4539), the Federal Disaster Responsibility Act (H.R. 5343 / S. 2721), and the Disaster Tax Lookback Parity Act of 2024 (H.R. 8007); 529 plan expansion legislation, the Freedom to Invest in Tomorrows Workforce Act (H.R. 1477 / S. 7.22), legislative proposals related to the farmers and fishers tax deadline, and additional administrative relief under section 7508A; Energy tax credits; Excise tax on repurchases of corporate stock; IRS priority guidance plan; E-signature; Tax administration issues, including appeals, first-time abatement penalty relief, electronic filing, regulation of tax return preparers, credit and refund lookback period, mailbox rule for electronic submissions and payments and the Electronic Communications Uniformity Act (S. 1338), IRS user fees, IRS Form 1099-K reporting and the Saving Gig Economy Taxpayers Act (H.R. 190) and the Red Tape Reduction Act (S. 1761), electronic transmission of Schedules K-1 to beneficiaries (Form 1041) and shareholders (Form 1120-S), IRS strategic operating plan, contingency plan for possible government shutdown, extension simplification and the Simplify Automatic Filing Extensions (SAFE) Act of 2023 (H.R. 3566), filing flexibility, quarterly estimated payments and the Tax Deadline Simplification Act (H.R. 3708), the Tax Administration Simplification Act (H.R. 8864), and Improving IRS Customer Service Act (S. 5280); Trust and estate issues, including foreign trust reporting, domestic grantor trust reporting, generation-skipping transfer taxes, purpose trusts, gift tax returns, and section 645; Mobile workforce and state income tax simplification issues; State remote sales tax issues; Methods and periods issues, including section 174 research and experimentation expensing and the Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) the American Innovation and Jobs Act (S. 866) and the American Innovation and R&D Competitiveness Act of 2023 (H.R. 2673) and other expired and expiring provisions, section 473 relief including the Supply Chain Disruptions Relief Act (H.R. 700 / S. 443), credit for increasing research activities, and automatic changes in methods of accounting, including change to required section 174 method; Corporate taxation issues, including the corporate alternative minimum tax (CAMT) and the Book Minimum Tax Repeal Act (H.R. 3210 / S. 1559) and legislative proposals related to CAMT simplification, and section 1202 partial exclusion for gain from certain small business stock; Partnership taxation issues, including the centralized partnership audit regime, basis-shifting transactions; S corporation taxation issues, including inadvertent terminations, F reorganizations; Employee benefits tax issues, including implementation of and technical corrections to SECURE 2.0, remote work environment, the employee retention credit and the Employee Retention Tax Credit Repeal Act (S. 5079), and executive compensation, determination letter program, employee plans compliance resolution system; Exempt organization issues, including donor-advised funds, Form 990 series; International Code of Ethics for Professional Accountants (IESBA) rules on tax planning and related services; International tax issues, including dual residents reporting, income and currency gain or loss, report of foreign bank and financial accounts reporting extensions for disasters, Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund, and OECD Pillar One and Pillar Two issues; Individual tax issues, including section 461(l) excess business losses of noncorporate taxpayers, the Tax-Free Pell Grant Act (S. 2920), and section 280E; Taxpayer digital privacy issues; Beneficial ownership information reporting issues, including the Protecting Small Business Information Act of 2023 (H.R. 4035 / S. 2623); Emergency Capital Investment Program, Quarterly Supplemental Reporting; Taxpayer privacy.

Client expense: $1,300,000 · Firm income: Not reported

Government targets: Financial Crimes Enforcement Network (FinCEN), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Monitor and engage on federal legislation and administrative action affecting the cement, aggregate, asphalt, and ready mix concrete industries. Monitor and engage on federal legislation and administrative action related to tax issues generally. Monitor and engage on federal legislation and administrative action related to carbon tax issues, including carbon border fees. Monitor and engage on federal legislation and administrative action related to subsidies for low carbon building materials. S. 722, Freedom to Invest in Tomorrows Workforce Act. S. 866, American Innovation and Jobs Act. S. 1706, Main Street Tax Certainty Act. H.R. 1477, Freedom to Invest in Tomorrows Workforce Act. H.R. 2673, American Innovation and R&D Competitiveness Act of 2023. H.R. 4721, Main Street Tax Certainty Act.

Client expense: $360,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1477/S. 722, Freedom to Invest in Tomorrows Workforce Act; professional certification issues.

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

Government targets: HOUSE OF REPRESENTATIVES

H.R. 1477/S. 722, Freedom to Invest in Tomorrows Workforce Act; professional certification issues.

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

Government targets: HOUSE OF REPRESENTATIVES

Career and Technical Education funding. Freedom to Invest in Tomorrow's Workforce Act, HR 1477/S 722. A Stronger Workforce for America Act, HR 6655.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Perkins Act: Post Secondary Education, generally. Federal Tuition Assistance (Pell Grants, 529 Savings). Career and Technical Education, generally. Apprenticeship Programs, generally. Re-authorization of the Higher Education Act. Pell Grant Programs, generally. S. 1213: the Training America's Workforce Act. H.R. 2851: the National Apprenticeship Act. H.R. 793/S. 161: the Jumpstart Our Businesses by Supporting Students Act of 2023. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 6655: A Stronger Workforce for America Act. H.R. 6585: Bipartisan Workforce Pell Act. H.R. 3400: Small Businesses before Bureaucrats Act. H.R. 9461: USA Workforce Investment Act. H.R. 9656: CTE Student Mental Health and Wellness Act.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

Federal Highway Administration policy of approving state and local government requests to mandatory Project Labor Agreements on federally assisted highway projects. Public Private Partnerships. Private Activity Bonds. Permitting on projects and the environmental review process, generally. Comprehensive infrastructure plan, generally. Streamline and Modernize the Permitting Process for Construction. Davis-Bacon Act. "All-of-the-above" strategy for workforce development. Government-mandated project labor agreements on federal and federally assisted construction projects. Executive Order 13502: Use of Project Labor Agreement for Federal Construction Projects - Feb. 6, 2009. Workforce Innovation and Opportunity Act (PL 113-128). Proposal to Expand Executive Order 13502: Use of Project Labor Agreement for Federal Construction Projects - February 6, 2009. Executive Order 14063: Use of Project Labor Agreements for Federal Construction Projects. FAR Council (Reg.) Title: Federal Acquisition Regulation: Use of Project Labor Agreements for Federal Construction Projects (RIN: 9000-AO40). H.R. 720: the Davis Bacon Repeal Act. H.R. 1477/S. 722: the Freedom to Invest in Tomorrow's Workforce Act. H.R. 3935: the Securing Growth and Robust Leadership in American Aviation Act. H.R. 4820: the Transportation, Housing and Urban Development Appropriations Act. Infrastructure Investment and Jobs Act Buy America provisions.

Client expense: $700,000 · Firm income: Not reported

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of the Vice President of the United States, President of the U.S., SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT)

Support for the Freedom to Invest in Tomorrows Workforce Act (S. 722, H.R. 1477), and Education and Workforce Freedom Act (H.R. 8915), which would expand qualified expenses under 529 savings plans to include postsecondary training and credentialing, such as licenses and professional certifications and certificates.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to workforce development; H.R.1477/S.722, Freedom To Invest in Tomorrow's Workforce Act.

Client expense: Not reported · Firm income: $40,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Various issues related to administrative burden on school-based providers Various issues related to the Higher Education Act, specifically related to student loans, loan forgiveness, and accreditation H.R. 6951, the College Cost Reduction Act Issues related to funding of the Individuals with Disabilities Education Act (IDEA), including the IDEA Full Funding Act (H.R. 4519/S. 2217) Issues related to IDEA statute and regulations Issues related to school-based Medicaid services Issues related to accessibility in schools Various issues related to shortages of specialized instructional support personnel Issues related to establishment of a technical assistance center within the U.S. Department of Education to improve the ability of school-based speech-language pathologists and educational audiologists to meet the needs of students with speech/communication disorders. Issues related to reauthorization of the Education Sciences Reform Act, including the Advancing Research in Education Act (S. 3392). Issues related to funding in Fiscal Year 2025 for programs administered by the Department of Education H.R. 1310, States Handling Access to Reciprocity for Employment Act S. 1972, the Lowering Education Costs and Debt Act H.R. 1477/S. 722, the Freedom to Invest in Tomorrows Workforce Act H.R. 3724, the Accreditation for College Excellence Act H.R. 4986/S. 2557, the Student Loan Interest Elimination Act H.R. 82/S. 597, the Social Security Fairness Act Issues related to proposals to eliminate the Department of Education

Client expense: $422,000 · Firm income: Not reported

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

Support the Freedom to Invest in Tomorrows Workforce Act (S. 722 / H.R. 1477)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative outreach and monitoring on issues related to workforce development and training matters. H.R. 1477, Freedom To Invest in Tomorrow's Workforce Act S. 722, Freedom To Invest in Tomorrow's Workforce Act Continuing Resolution, HR 10545, American Relief Act

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative outreach and monitoring on small business issues. H.R. 1477, Freedom To Invest in Tomorrow's Workforce Act S. 722, Freedom To Invest in Tomorrow's Workforce Act

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative outreach and monitoring on issues related to technology. H.R. 1477, Freedom To Invest in Tomorrow's Workforce Act S. 722, Freedom To Invest in Tomorrow's Workforce Act

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE