Investing in Our Communities Act

Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act

Client expense: $200,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2025 Energy and Water Appropriations, support funding for Reclamation programs including: CALFED, WIIN Storage projects, desalination, water recycling, ecosystem restoration projects, WaterSmart water and energy efficiency grants, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, and Reclamations Safety of Dams program. Support funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2025 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.

Client expense: $160,000 · Firm income: Not reported

Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE

Highway Trust Fund Solvency including federal user fees; Infrastructure Funding and Financing; Financial Accounting Standards Board issues; POC method of accounting; Energy Efficiency Tax Incentives including Section 179D; Lookback Accounting; Estate Tax; Pass-through Business Taxation; Section 199A Qualified Business Income Deduction; Excess Business Loss Limitation Rules (Section 461(1)); Employee Retention Tax Credit; S.3746, Death Tax Repeal Act; Implementation of the Infrastructure Investment and Jobs Act; Tax incentives for the purchase of electric vehicles (30D). and commercial electric vehicles; Prevailing wage and apprenticeship requirements associated with tax incentives; Mandatory funding for Internal Revenue Service; Expansion of Net Investment Income Tax; Implementation of the Inflation Reduction Act; FAA Reauthorization of 2023; H.R. 23, the Family and Small Business Taxpayer Protection Act; Section 174, Amortization of research and experimental expenditures; FY 2024 budget tax proposals; Implementation of the CHIPS and Science Act and Advanced Manufacturing Investment Tax Credit; S. 1706/H.R. 4721, Main Street Certainty Act; H.R. 3938, Build It In America Act; H.R. 3937, Small Business Jobs Act; H.R. 3661, Small Business Growth Act; SECURE Act 2.0 implementation; Stop EV Freeloading Act (S. 2882); H.R. 2673, the American Innovation and R&D Competitiveness Act of 2023, and S. 866, the American Innovation and Jobs Act; H.R. 1440 - Modern, Clean, and Safe Trucks Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7024, the Tax Relief for American Families and Workers Act; Work Opportunity Tax Credit Act; H.R.6833 - Improve and Enhance the Work Opportunity Tax Credit Act; H.R.9461 - USA Workforce Investment Act; H.R.10545 - American Relief Act, 2025

Client expense: $234,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

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. Legislation related to the Qualified Commercial Clean Vehicle Tax Credit. Issues related to the implementation of the Inflation Reduction Act, P.L. 117-169. Specific bills include H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.4796/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R. 8396, Local Infrastructure Financing Tools Act; H.R.8752, Department of Homeland Security Appropriations Act, 2025; S.4638, National Defense Authorization Act for Fiscal Year 2025; H.R.9652, Jobs for a Carbon Free Transportation System Act; H.R.9747, Continuing Appropriations and Extensions Act, 2025; H.R.5009, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.10445, Further Continuing Appropriations and Disaster Relief Supplemental Appropriations Act, 2025.

Client expense: $400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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, the Fixing America's Surface Transportation (FAST) Act, the Infrastructure Investment and Jobs Act, and the Inflation Reduction Act. Legislation concerning Department of Transportation (DOT) regulations. Issues related to implementation and operation 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 Coronavirus (COVID-19). Specific bills include S.576, Railway Safety Act of 2023; S.648, Hydrogen for Trucks Act of 2023; S.876, 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.1044, A bill to improve rail safety practices and for other purposes; H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1347, Dont Block Our Communities Act or the D-BLOC Act; H.R.1500, Intelligent Transportation Integration Act; H.R.1547, One Seat Ride Act; H.R.1592, Make Transportation Authorities Accountable and Transparent Act; H.R.1631, Pro Codes Act; H.R.1759, To prohibit the Secretary of Transportation from implementing a congestion pricing program until an economic impact analysis is completed and made available to the public, and for other purposes; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.1274/H.R. 2785, REEF Act; S.1440, Transit to Trails Act; S.1746, STOP NJ CONGESTION Act; S.1813, Disability Access to Transportation Act; H.R.2485, Expanding Opportunities for Diverse Entrepreneurs Act; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3013, LICENSE Act of 2023; H.R.3092, Transit to Trails Act; H.R.3316, To amend titles 46 and 49, United States Code, to streamline the environmental review process for major projects, and for other purposes; H.R.3317, Rolling Stock Protection Act; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3365, Supply Chain Improvement Act; H.R.3411, PATH to College Act; H.R.3447, To amend title 23, United States Code, to authorize a hydrogen powered vehicle to exceed certain weight limits on the Interstate Highway System, and for other purposes; H.R.3531, STOP NJ CONGESTION Act; H.R.3586, District of Columbia Transportation Funding Equality Act; H.R.3594, MORE DOT Grants Act; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.3845, To amend title 23, United States Code, to increase accessible transportation for individuals with disabilities; H.R.3893, To amend title 49, United States Code, to limit the preference for Amtrak using rail lines, junctions, and crossings near ports and rail yards, and for other purposes; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4129, To amend title 49, United States Code, to prohibit the Secretary of Transportation from making certain grants to zero-emission or electric ferries, and for other purposes; H.R.4130, To amend title 23 and title 49, United States Code, to prohibit funds from certain programs to be used to fund streetcars, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; H.R.4367, Department of Homeland Security Appropriations Act, 2024; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.J.Res.38, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Federal Highway Administration relating to "Waiver of Buy America Requirements for Electric Vehicle Chargers"; S.2744, Reduce Human Trafficking through Transportation Act; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; S. ____, Making Transit Safe For Riders and Operators Act of 2023; H.R.4468, Choice in Automobile Retail Sales Act of 2023; H.R.4482, Metropolitan Planning Enhancement Act; H.R.4598, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.4609, Incentivizing Value Capture for Greener Transportation Act; H.R.4614, Accelerating Small Business Growth Act; H.R.4728, Transportation for Reentry Act; H.R.4857, Equitable Transit Oriented Development Support Act; H.R.5437, Protecting Infrastructure Investments for Rural America Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5859, To direct the Secretary of Transportation to establish a program to provide grants to protection and advocacy systems to advocate for individuals with disabilities to access transportation, and for other purposes; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; H.R. ____, Ferry Service Expansion Act; S.3073, Transit Emergency Relief Act; S.3216, Build More Housing Near Transit Act of 2023; S.3080, Resilient Transit Act of 2023; S.3375, Accelerating Small Business Growth Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; S.3477, A bill to increase access to higher education by providing public transit grants; H.R.5871, Rail Worker and Community Safety Act; H.R.5980, Resilient Transit Act of 2023; H.R.6199, Build More Housing Near Transit Act of 2023; S.4107/H.R.6248, Think Differently Transportation Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.6376, Business Uninterrupted Monetary Program Act of 2023; S.3559, Unplug the Electric Vehicle Charging Stations Program Act; S.3669, GREEN Streets Act; S.3670, Complete Streets Act of 2024; S.3751/H.R.7504/H.R.7654, Rural Veterans Transportation to Care Act; S.3845, ZEVs Act of 2024; S.3924, Bus Rolling Stock Modernization Act of 2024; S.1274, REEF Act; H.R.6964, To establish limitations on advanced payments for bus rolling stock, and for other purposes; H.R.7012, Transit Emergency Relief Act; H.R.7039, Stronger Communities through Better Transit Act; H.R.7082, Complete Streets Act of 2024; H.R.7200, Hydrogen Infrastructure Finance and Innovation Act; H.R.7223, To require the Administrator of the Transportation Security Administration of the United States to develop guidelines to improve returning citizens' access to the Transportation Worker Identification Credential program, to assist individuals in custody of Federal, State, and local prisons in pre-applying or preparing applications for Transportation Worker Identification Credential cards, and to assist individuals requesting an appeal or waiver of preliminary determination of ineligibility, and for other purposes; H.R.7237, Protecting Homes from Trains Act of 2024; H.R.7273, UNPLUG EVs Act; H.R.7286, GREEN Streets Act; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.7498, ZEVs Act of 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4277, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; S.4315, Baby Changing on Board Act; S.4316, Moving Transit Forward Act of 2024; S.4334/H.R.8370, Rights for the Transportation Security Administration Workforce Act of 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.4492, A bill to improve the transparency of Amtrak operations, and for other purposes; S.4796/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; S.___, To authorize the use of urbanized area formula grants for the detection and mitigation of controlled substances and counterfeit substances, and the prevention of human trafficking, in public transportation systems; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.8253, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; H.R. 8396, Local Infrastructure Financing Tools Act; H.R.8527, To provide for the establishment of a Climate Justice Working Group to help guide the Nation's just and equitable transition towards a clean, climate-resilient, zero-emission economy, and for other purposes; H.R.8752, Department of Homeland Security Appropriations Act, 2025; H.R. ___, the Safe Regulation of Autonomous Bus Driving Systems Act; S.4638, National Defense Authorization Act for Fiscal Year 2025; S.5235, Fiscally Responsible Highway Funding Act of 2024; H.R.9248, Railroad Responsibility Act of 2024; H.R.9306, Safe Streets for All Program Improvement Act; H.R.8995, Baby Changing on Board Act; H.R.9308, No Frankenrail Act of 2024; H.R. 9464, Supporting Transit Commutes Act; H.R.9652, Jobs for a Carbon Free Transportation System Act; H.R.9747, Continuing Appropriations and Extensions Act, 2025; H.R.9756, To require that any State or local government that receive Federal funds to operate microtransit services enters into a contract with a private entity for the operation of such services, and for other purposes; H.R.9888, To direct the Secretary of Transportation to update guidance for the National Electric Vehicle Infrastructure Formula Program to increase the flexibility of States related to the location of electric vehicle charging infrastructure, and for other purposes; H.R. ___, To direct the Administrator of the Federal Transit Agency to issue a rule establishing benchmarks for transit coordination and regionalization, and for other purposes; H.R. ____, Rail Improvement Design and Expansion for Faster Advanced State Transportation Act; S.5386/H.R.10235, Flood Mapping Modernization and Homeowner Empowerment Pilot Program Act of 2024; S.5446, A bill to establish a program to fund electric public transportation in rural communities; S.5569, A bill to establish a State rail formula grant program, to direct Federal Railroad Administration to create a Green Railroads Fund, to expand passenger rail programs, to address air quality concerns, to establish rail workforce training centers, and for other purposes; H.R.10109, Veteran Benefits Enhancement Act; H.R.10174, To direct the Secretary of Transportation to establish a program to support the research, development, demonstration, and deployment of zero-emission vessels and retrofit or replacement of existing vessels with zero-emission technologies and charging or fueling infrastructure, and for other purposes; H.R.5009, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.10347, To direct the Secretary of Transportation to issue rules enacting certain requirements relating to automatic emergency braking systems installed in new covered vehicles, and for other purposes; H.R.10382, To amend title 49, United States Code, to allow Amtrak to use grant funds to satisfy non-Federal share requirements of certain grant programs, and for other purposes; H.R.10445, Further Continuing Appropriations and Disaster Relief Supplemental Appropriations Act, 2025.

Client expense: $400,000 · Firm income: Not reported

Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to infrastructure investment - Issues related to public finance and municipal financing - H.R. 1837, Investing in Our Communities Act - H.R. 490, Federal Infrastructure Bank Act of 2023 - Issues related to expanding access to 529 plans - Issues related to anticipated 2025 tax reform

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

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

H.R. 1807, the Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 2590, Unlocking Capital for Small Business Act; H.R. 2627 - Increasing Investor Opportunities Act (closed-end fund bill); H.R. 2799, Expanding Access to Capital Act of 2023; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act; H.R. 4237, Ensuring Sound Guidance Act; HR 4551, the "Protecting Investors Personally Identifiable Information Act"; H.R. 4763, the Financial Innovation and Technology for the 21st Century Act; H.R.4766, Clarity for Payment Stablecoins Act of 2023; H.R. 4767, Protecting American's Retirement Savings from Politics Act; H.R. 5009, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R. 8339, the "SEC Reform and Restructure Act; H.R. 8773, FY 2025 Financial Services and General Government Appropriations Bill (3 provisions in the FSGG Bill Report pertaining to the SEC: PDA rule withdrawal, economic analysis enhancement, sensible implementation); H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S.2678 - Outbound Investment Transparency Act of 2023; S. 3815 - the Improving Disclosure for Investors Act of 2024; S. 4628, National Defense Authorization Act for Fiscal Year 2025 (China-related provisions); S. 4760, Digital Commodities Consumer Protection Act of 2022; S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024; S.5139 - A bill to amend the Securities Act of 1933 to address emerging growth companies, and for other purposes (the Empowering Main Street in America Act); H.R. ___, To codify the special purpose broker dealer, and for other purposes; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; President Biden Executive Order 14105, Addressing United States Investments in Certain National Security Technologies and Products in Countries of Concern; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC proposed rule on Predictive Data Analytics; SEC proposals to modify equity market structure; SEC final rule related to clearing of U.S. Treasury securities; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; Senator Stabenow's Discussion Draft cryptocurrency legislation; SEC CAT Fee filings by the SROs; SEC approval of SROs rules limiting exchange liability; CFPB enforcement action relating to the National Collegiate Student Loan Trusts; FDIC Brokered Deposit Proposal; FDIC Proposal to amend change in Bank Control Action Regulations; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; SEC No-Action Relief for SEC Rule 15c2-11; Federal Reserve Proposal to revise its stress testing process; Congressman Fitzgerald's discussion draft GSE Reform legislation; SEC proposal on short sale reporting/13f-2 extension; Sovereign Debt restructuring proposals.

Client expense: $2,990,000 · 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

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024.

Client expense: $2,990,000 · 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

H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT; Tax Treatment of Tokenized Securities; Amendment to Form W-9 Instructions to Certify US Digital Asset Broker Status; Form 1099-DA and instructions; Corporate Alternative Minimum Tax; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Corporate Alternative Minimum Tax.

Client expense: $2,990,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 1837, Investing in Our Communities Act, Support HR 9026, FY 2025 Commerce-Justice-Science Appropriations Act, Funding for local programs and projects HR 8752, FY 2025 Homeland Security Appropriations Act, Funding for local programs and projects HR 8998, FY 2025 Interior-Environment Appropriations Act, Funding for local programs and projects HR 9028, FY 2025 Transportation-HUD Appropriations Act, Funding for local programs and projects S 1429, Resource Management PFAS Liability Protection Act, Support HR 7944/S 1430, Water System PFAS LiabilityProtection Act, Support HR 8032/S 3830, LIHWAP Establishment Act, Support Community Project Funding Assembly Street Railroad Grade Separation Project Storm Damage Repair to the Columbia Canal Improvements to Columbia Canal Hydroelectric Facility Implementation of the Infrastructure Investment & Jobs Act Implementation of the Inflation Reduction Act PFAS in Water, wastewater, and municipal solid waste landfills Local Continuum of Care homeless program

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

Government targets: AMTRAK - Natl Railroad Passenger Corporation, HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837,the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of2024

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

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

S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation S.2994/H.R.6653 Maintaining and Enhancing Hydroelectricity and River Restoration Act of 2023

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837: Investing in Our Communities Act; all provisions of the bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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 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 support for H.R. 1837, the Investing in Our Communities Act, to restore advance refunding bonds. Discussed support for S. 1453, the Lifting Our Communities through Advanced Liquidity for Infrastructure Act to restore advance refunding bonds. Discussed possible legislation to address domestic content provisions of elective payment of energy tax credits.

Client expense: $270,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Highway Trust Fund Solvency including federal user fees; Infrastructure Funding and Financing; Financial Accounting Standards Board issues; POC method of accounting; Energy Efficiency Tax Incentives including Section 179D; Lookback Accounting; Estate Tax; Pass-through Business Taxation; Section 199A Qualified Business Income Deduction; Excess Business Loss Limitation Rules (Section 461(1)); Employee Retention Tax Credit; S.3746, Death Tax Repeal Act; Implementation of the Infrastructure Investment and Jobs Act; Tax incentives for the purchase of electric vehicles (30D). and commercial electric vehicles; Prevailing wage and apprenticeship requirements associated with tax incentives; Mandatory funding for Internal Revenue Service; Expansion of Net Investment Income Tax; Implementation of the Inflation Reduction Act; FAA Reauthorization of 2023; H.R. 23, the Family and Small Business Taxpayer Protection Act; Section 174, Amortization of research and experimental expenditures; FY 2024 budget tax proposals; Implementation of the CHIPS and Science Act and Advanced Manufacturing Investment Tax Credit; S. 1706/H.R. 4721, Main Street Certainty Act; H.R. 3938, Build It In America Act; H.R. 3937, Small Business Jobs Act; H.R. 3661, Small Business Growth Act; SECURE Act 2.0 implementation; Stop EV Freeloading Act (S. 2882); H.R. 2673, the American Innovation and R&D Competitiveness Act of 2023, and S. 866, the American Innovation and Jobs Act; H.R. 1440 - Modern, Clean, and Safe Trucks Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7024, the Tax Relief for American Families and Workers Act; Work Opportunity Tax Credit Act; H.R.6833 - Improve and Enhance the Work Opportunity Tax Credit Act; H.R.9461 - USA Workforce Investment Act

Client expense: $183,083 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act

Client expense: $270,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1837, Investing in Our Communities Act, Support HR 9026, FY 2025 Commerce-Justice-Science Appropriations Act, Funding for local programs and projects HR 8752, FY 2025 Homeland Security Appropriations Act, Funding for local programs and projects HR 8998, FY 2025 Interior-Environment Appropriations Act, Funding for local programs and projects HR 9028, FY 2025 Transportation-HUD Appropriations Act, Funding for local programs and projects S 1429, Resource Management PFAS Liability Protection Act, Support HR 7944/S 1430, Water System PFAS LiabilityProtection Act, Support HR 8032/S 3830, LIHWAP Establishment Act, Support Community Project Funding Assembly Street Railroad Grade Separation Project Storm Damage Repair to the Columbia Canal Improvements to Columbia Canal Hydroelectric Facility Implementation of the Infrastructure Investment & Jobs Act Implementation of the Inflation Reduction Act PFAS in Water, wastewater, and municipal solid waste landfills Local Continuum of Care homeless program

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

Government targets: AMTRAK - Natl Railroad Passenger Corporation, HOUSE OF REPRESENTATIVES, 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

S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1111, Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2023 or the ADVANCE Act S.4151/H.R. 5244, the Fusion Energy Act S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of 2024 Discussions about the Farm Bill Discussions about transmission

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

Government targets: Energy, Dept of, Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE

S. 1111, Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2023 or the ADVANCE Act S.4151/H.R. 5244, the Fusion Energy Act S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of 2024 Discussions about the Farm Bill Discussions about transmission

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

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

H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2025 Energy and Water Appropriations, support funding for Reclamation programs including: CALFED, WIIN Storage projects, desalination, water recycling, ecosystem restoration projects, WaterSmart water and energy efficiency grants, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, and Reclamations Safety of Dams program. Support funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2025 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.

Client expense: $160,000 · Firm income: Not reported

Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; IRC Section 871(m); IRC Section 987; Issues related to 529 plans; BEAT QDP - regulations regarding the reporting of qualified derivative payments that are not considered base erosion payments; 2024 Proposed Regulations for the Identification of Basket Contract Transactions as Listed Transactions; 2024 Dual Consolidated Loss Regulations; Tax Treatment of Digital Assets; Appendix III of the Qualified Intermediary (QI) Agreement, Revenue Procedure 2022-43; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT.

Client expense: $1,550,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807, the Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 2590, Unlocking Capital for Small Business Act; H.R. 2627 - Increasing Investor Opportunities Act (closed-end fund bill); H.R. 2799, Expanding Access of Capital Act of 2023; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act; H.R. 3136 - The National Critical Capabilities Defense Act; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; HR 4551, the "Protecting Investors Personally Identifiable Information Act" (attached to Capital Markets Subcommittee hearing on 3/20/24); H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act; H.R.4766 - Clarity for Payment Stablecoins Act of 2023; H.R. 4767 - Protecting American's Retirement Savings from Politics Act; H.R. 8339, the "SEC Reform and Restructure Act; H.R. 8773, FY 2025 Financial Services and General Government Appropriations Bill (3 provisions in the FSGG Bill Report pertaining to the SEC: PDA rule withdrawal, economic analysis enhancement, sensible implementation); H.R. 8818, American Privacy Rights Act; H.J. Res. 109. Providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S.2678 - Outbound Investment Transparency Act of 2023; S. 3815 - the Improving Disclosure for Investors Act of 2024; S. 4628, National Defense Authorization Act for Fiscal Year 2025 (China-related provisions); S. 4760, Digital Commodities Consumer Protection Act of 2022; S. 4917 - Retirement Fairness for Charities and Educational Institutions Act of 2024; S.5139 - A bill to amend the Securities Act of 1933 to address emerging growth companies, and for other purposes (the Empowering Main Street in America Act); S.J. Res.__, a Joint Resolution providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.R. ___, To codify the special purpose broker dealer, and for other purposes; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; HR ____, to require an assessment and report to Congress on the adequacy of the SECs cost-benefit analysis with respect to major rulemakings (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to mandate minimum comment periods of at least 60 days for all SEC-initiated rulemakings, with certain exceptions, calculated from the date published in the Federal Register (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the Commission to review certain reviewable actions by SEC staff (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the semi-annual testimony of the Chairman of the SEC before the Committee on Financial Services of the House of Representatives and the Committee on Banking, Housing, and Urban Affairs of the Senate, with testimony on at least one instance to include the testimony of the entire Commission (attached to Capital Markets Subcommittee hearing on 3/20/24); Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Biden Administration executive order related to China; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC proposed rule on Predictive Data Analytics; SEC proposal regarding reporting of Securities Loans; SEC proposals to modify equity market structure; SEC final rule related to clearing of U.S. Treasury securities; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; Senator Stabenow's Discussion Draft cryptocurrency legislation; SEC CAT Fee filings by the SROs; SEC approval of SROs rules limiting exchange liability; SEC enforcement cases related to off-channel communications; CFPB enforcement action relating to the National Collegiate Student Loan Trusts; FDIC Brokered Deposit Proposal; FDIC Proposal to amend change in Bank Control Action Regulations.

Client expense: $1,550,000 · 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

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.

Client expense: $1,550,000 · 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

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, the Fixing America's Surface Transportation (FAST) Act, the Infrastructure Investment and Jobs Act, and the Inflation Reduction Act. Legislation concerning Department of Transportation (DOT) regulations. Issues related to implementation and operation 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 Coronavirus (COVID-19). Specific bills include S.576, Railway Safety Act of 2023; S.648, Hydrogen for Trucks Act of 2023; S.876, 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.1044, A bill to improve rail safety practices and for other purposes; H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1347, Dont Block Our Communities Act or the D-BLOC Act; H.R.1500, Intelligent Transportation Integration Act; H.R.1547, One Seat Ride Act; H.R.1592, Make Transportation Authorities Accountable and Transparent Act; H.R.1631, Pro Codes Act; H.R.1759, To prohibit the Secretary of Transportation from implementing a congestion pricing program until an economic impact analysis is completed and made available to the public, and for other purposes; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.1274/H.R. 2785, REEF Act; S.1440, Transit to Trails Act; S.1746, STOP NJ CONGESTION Act; S.1813, Disability Access to Transportation Act; H.R.2485, Expanding Opportunities for Diverse Entrepreneurs Act; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3013, LICENSE Act of 2023; H.R.3092, Transit to Trails Act; H.R.3316, To amend titles 46 and 49, United States Code, to streamline the environmental review process for major projects, and for other purposes; H.R.3317, Rolling Stock Protection Act; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3365, Supply Chain Improvement Act; H.R.3411, PATH to College Act; H.R.3447, To amend title 23, United States Code, to authorize a hydrogen powered vehicle to exceed certain weight limits on the Interstate Highway System, and for other purposes; H.R.3531, STOP NJ CONGESTION Act; H.R.3586, District of Columbia Transportation Funding Equality Act; H.R.3594, MORE DOT Grants Act; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.3845, To amend title 23, United States Code, to increase accessible transportation for individuals with disabilities; H.R.3893, To amend title 49, United States Code, to limit the preference for Amtrak using rail lines, junctions, and crossings near ports and rail yards, and for other purposes; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4129, To amend title 49, United States Code, to prohibit the Secretary of Transportation from making certain grants to zero-emission or electric ferries, and for other purposes; H.R.4130, To amend title 23 and title 49, United States Code, to prohibit funds from certain programs to be used to fund streetcars, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; H.R.4367, Department of Homeland Security Appropriations Act, 2024; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.J.Res.38, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Federal Highway Administration relating to "Waiver of Buy America Requirements for Electric Vehicle Chargers"; S.2744, Reduce Human Trafficking through Transportation Act; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; S. ____, Making Transit Safe For Riders and Operators Act of 2023; H.R.4468, Choice in Automobile Retail Sales Act of 2023; H.R.4482, Metropolitan Planning Enhancement Act; H.R.4598, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.4609, Incentivizing Value Capture for Greener Transportation Act; H.R.4614, Accelerating Small Business Growth Act; H.R.4728, Transportation for Reentry Act; H.R.4857, Equitable Transit Oriented Development Support Act; H.R.5437, Protecting Infrastructure Investments for Rural America Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5859, To direct the Secretary of Transportation to establish a program to provide grants to protection and advocacy systems to advocate for individuals with disabilities to access transportation, and for other purposes; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; H.R. ____, Ferry Service Expansion Act; S.3073, Transit Emergency Relief Act; S.3216, Build More Housing Near Transit Act of 2023; S.3080, Resilient Transit Act of 2023; S.3375, Accelerating Small Business Growth Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; S.3477, A bill to increase access to higher education by providing public transit grants; H.R.5871, Rail Worker and Community Safety Act; H.R.5980, Resilient Transit Act of 2023; H.R.6199, Build More Housing Near Transit Act of 2023; S.4107/H.R.6248, Think Differently Transportation Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.6376, Business Uninterrupted Monetary Program Act of 2023; S.3559, Unplug the Electric Vehicle Charging Stations Program Act; S.3669, GREEN Streets Act; S.3670, Complete Streets Act of 2024; S.3751/H.R.7504/H.R.7654, Rural Veterans Transportation to Care Act; S.3845, ZEVs Act of 2024; S.3924, Bus Rolling Stock Modernization Act of 2024; S.1274, REEF Act; H.R.6964, To establish limitations on advanced payments for bus rolling stock, and for other purposes; H.R.7012, Transit Emergency Relief Act; H.R.7039, Stronger Communities through Better Transit Act; H.R.7082, Complete Streets Act of 2024; H.R.7200, Hydrogen Infrastructure Finance and Innovation Act; H.R.7223, To require the Administrator of the Transportation Security Administration of the United States to develop guidelines to improve returning citizens' access to the Transportation Worker Identification Credential program, to assist individuals in custody of Federal, State, and local prisons in pre-applying or preparing applications for Transportation Worker Identification Credential cards, and to assist individuals requesting an appeal or waiver of preliminary determination of ineligibility, and for other purposes; H.R.7237, Protecting Homes from Trains Act of 2024; H.R.7273, UNPLUG EVs Act; H.R.7286, GREEN Streets Act; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.7498, ZEVs Act of 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4277, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; S.4315, Baby Changing on Board Act; S.4316, Moving Transit Forward Act of 2024; S.4334/H.R.8370, Rights for the Transportation Security Administration Workforce Act of 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.4492, A bill to improve the transparency of Amtrak operations, and for other purposes; S.4796/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; S.___, To authorize the use of urbanized area formula grants for the detection and mitigation of controlled substances and counterfeit substances, and the prevention of human trafficking, in public transportation systems; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.8253, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; H.R. 8396, Local Infrastructure Financing Tools Act; H.R.8527, To provide for the establishment of a Climate Justice Working Group to help guide the Nation's just and equitable transition towards a clean, climate-resilient, zero-emission economy, and for other purposes; H.R.8752, Department of Homeland Security Appropriations Act, 2025; H.R. ___, the Safe Regulation of Autonomous Bus Driving Systems Act; S.4638, National Defense Authorization Act for Fiscal Year 2025; S.5235, A bill to provide additional contract authority to State departments of transportation to carry out surface transportation projects, and for other purposes; H.R.9248, Railroad Responsibility Act of 2024; H.R.9306, Safe Streets for All Program Improvement Act; H.R.8995, Baby Changing on Board Act; H.R.9308, No Frankenrail Act of 2024; H.R. 9464, Supporting Transit Commutes Act; H.R.9652, Jobs for a Carbon Free Transportation System Act; H.R.9747, Continuing Appropriations and Extensions Act, 2025; H.R.9756, To require that any State or local government that receive Federal funds to operate microtransit services enters into a contract with a private entity for the operation of such services, and for other purposes; H.R.9888, To direct the Secretary of Transportation to update guidance for the National Electric Vehicle Infrastructure Formula Program to increase the flexibility of States related to the location of electric vehicle charging infrastructure, and for other purposes; H.R.9911, To amend the Railway Labor Act to apply the provisions of such Act to maritime employers and employees in the maritime industry, and for other purposes; H.R. ___, To direct the Administrator of the Federal Transit Agency to issue a rule establishing benchmarks for transit coordination and regionalization, and for other purposes; H.R. ____, Rail Improvement Design and Expansion for Faster Advanced State Transportation Act.

Client expense: $330,000 · Firm income: Not reported

Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

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. Legislation related to the Qualified Commercial Clean Vehicle Tax Credit. Issues related to the implementation of the Inflation Reduction Act, P.L. 117-169. Specific bills include H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.4796/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R. 8396, Local Infrastructure Financing Tools Act; H.R.8752, Department of Homeland Security Appropriations Act, 2025; S.4638, National Defense Authorization Act for Fiscal Year 2025; H.R.9652, Jobs for a Carbon Free Transportation System Act; H.R.9747, Continuing Appropriations and Extensions Act, 2025.

Client expense: $330,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to infrastructure investment - Issues related to public finance and municipal financing - H.R. 1837, Investing in Our Communities Act - H.R. 490, Federal Infrastructure Bank Act of 2023 - Issues related to expanding access to 529 plans

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

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

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

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

Government targets: HOUSE OF REPRESENTATIVES

S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837: Investing in Our Communities Act; all provisions of the bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Highway Trust Fund Solvency including federal user fees; Infrastructure Funding and Financing; Financial Accounting Standards Board issues; POC method of accounting; Energy Efficiency Tax Incentives including Section 179D; Lookback Accounting; Estate Tax; Pass-through Business Taxation; Section 199A Qualified Business Income Deduction; Excess Business Loss Limitation Rules (Section 461(1)); Employee Retention Tax Credit; S.3746, Death Tax Repeal Act; Implementation of the Infrastructure Investment and Jobs Act; Tax incentives for the purchase of electric vehicles (30D). and commercial electric vehicles; Prevailing wage and apprenticeship requirements associated with tax incentives; Reporting of bank deposits to Internal Revenue Service; Mandatory funding for Internal Revenue Service; Expansion of Net Investment Income Tax; Implementation of the Inflation Reduction Act; FAA Reauthorization of 2023; H.R. 23, the Family and Small Business Taxpayer Protection Act; Section 174, Amortization of research and experimental expenditures; FY 2024 budget tax proposals; Implementation of the CHIPS and Science Act and Advanced Manufacturing Investment Tax Credit; S. 1706/H.R. 4721, Main Street Certainty Act; H.R. 3938, Build It In America Act; H.R. 3937, Small Business Jobs Act; H.R. 3661, Small Business Growth Act; Proposed Rule by the Internal Revenue Service on Micro-Captive Listed Transactions and Micro-Captive Transactions of Interest; SECURE Act 2.0 implementation; Stop EV Freeloading Act (S. 2882); H.R. 2673, the American Innovation and R&D Competitiveness Act of 2023, and S. 866, the American Innovation and Jobs Act; H.R. 1440 - Modern, Clean, and Safe Trucks Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7024, the Tax Relief for American Families and Workers Act

Client expense: $244,907 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

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.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act

Client expense: $270,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Issues related to infrastructure investment - Issues related to public finance and municipal financing - H.R. 1837, Investing in Our Communities Act - H.R. 490, Federal Infrastructure Bank Act of 2023

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

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

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. Legislation related to the Qualified Commercial Clean Vehicle Tax Credit. Issues related to the implementation of the Inflation Reduction Act, P.L. 117-169. Specific bills include H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.___/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.8752, Department of Homeland Security Appropriations Act, 2025.

Client expense: $790,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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, the Fixing America's Surface Transportation (FAST) Act, the Infrastructure Investment and Jobs Act, and the Inflation Reduction Act. Legislation concerning Department of Transportation (DOT) regulations. Issues related to implementation and operation 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 Coronavirus (COVID-19). Specific bills include S.576, Railway Safety Act of 2023; S.648, Hydrogen for Trucks Act of 2023; S.876, 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.1044, A bill to improve rail safety practices and for other purposes; H.R.490, Federal Infrastructure Bank Act of 2023; H.R.812, Inflation Reduction Act of 2023; H.R.1347, Dont Block Our Communities Act or the D-BLOC Act; H.R.1500, Intelligent Transportation Integration Act; H.R.1547, One Seat Ride Act; H.R.1592, Make Transportation Authorities Accountable and Transparent Act; H.R.1759, To prohibit the Secretary of Transportation from implementing a congestion pricing program until an economic impact analysis is completed and made available to the public, and for other purposes; H.R.1837, Investing in Our Communities Act; H.R.2448, To amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.1274/H.R. 2785, REEF Act; S.1440, Transit to Trails Act; S.1746, STOP NJ CONGESTION Act; S.1813, Disability Access to Transportation Act; H.R.2485, Expanding Opportunities for Diverse Entrepreneurs Act; H.R.2670, National Defense Authorization Act for Fiscal Year 2024; H.R.3013, LICENSE Act of 2023; H.R.3092, Transit to Trails Act; H.R.3316, To amend titles 46 and 49, United States Code, to streamline the environmental review process for major projects, and for other purposes; H.R.3317, Rolling Stock Protection Act; H.R.3360, National Infrastructure Investment Corporation Act of 2023; H.R.3365, Supply Chain Improvement Act; H.R.3411, PATH to College Act; H.R.3447, To amend title 23, United States Code, to authorize a hydrogen powered vehicle to exceed certain weight limits on the Interstate Highway System, and for other purposes; H.R.3531, STOP NJ CONGESTION Act; H.R.3586, District of Columbia Transportation Funding Equality Act; H.R.3594, MORE DOT Grants Act; H.R.3746, Fiscal Responsibility Act of 2023; H.R.3754, Restoring Vehicle Market Freedom Act of 2023; H.R.3845, To amend title 23, United States Code, to increase accessible transportation for individuals with disabilities; H.R.3893, To amend title 49, United States Code, to limit the preference for Amtrak using rail lines, junctions, and crossings near ports and rail yards, and for other purposes; H.R.4052, To facilitate efficient investments and financing of infrastructure projects and new job creation through the establishment of a National Infrastructure Bank, and for other purposes; H.R.4129, To amend title 49, United States Code, to prohibit the Secretary of Transportation from making certain grants to zero-emission or electric ferries, and for other purposes; H.R.4130, To amend title 23 and title 49, United States Code, to prohibit funds from certain programs to be used to fund streetcars, and for other purposes; H.R.4131, To amend title 23 and title 49, United States Code, to remove transit-oriented development projects as projects eligible for assistance under the transportation infrastructure finance and innovation program and the railroad rehabilitation and improvement financing program, and for other purposes; H.R.4367, Department of Homeland Security Appropriations Act, 2024; S.2226, National Defense Authorization Act for Fiscal Year 2024; S. 2437/H.R.4820, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2024; S.J.Res.38, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Federal Highway Administration relating to "Waiver of Buy America Requirements for Electric Vehicle Chargers"; S.2744, Reduce Human Trafficking through Transportation Act; S.2800, Social Security Check Tax Cut Act; S.2804, Protection of Social Security Benefits Restoration Act; S. ____, Making Transit Safe For Riders and Operators Act of 2023; H.R.4468, Choice in Automobile Retail Sales Act of 2023; H.R.4482, Metropolitan Planning Enhancement Act; H.R.4598, Disadvantaged Business Enterprise Supportive Services Expansion Act; H.R.4609, Incentivizing Value Capture for Greener Transportation Act; H.R.4614, Accelerating Small Business Growth Act; H.R.4728, Transportation for Reentry Act; H.R.4857, Equitable Transit Oriented Development Support Act; H.R.5437, Protecting Infrastructure Investments for Rural America Act; H.R.5480, Protection of Social Security Benefits Restoration Act; H.R.5859, To direct the Secretary of Transportation to establish a program to provide grants to protection and advocacy systems to advocate for individuals with disabilities to access transportation, and for other purposes; H.R.5860, Continuing Appropriations Act, 2024 and Other Extensions Act; H.R. ____, Ferry Service Expansion Act; S.3073, Transit Emergency Relief Act; S.3216, Build More Housing Near Transit Act of 2023; S.3080, Resilient Transit Act of 2023; S.3375, Accelerating Small Business Growth Act; S.3377, Disadvantaged Business Enterprise Supportive Services Expansion Act; S.3477, A bill to increase access to higher education by providing public transit grants; H.R.5871, Rail Worker and Community Safety Act; H.R.5980, Resilient Transit Act of 2023; H.R.6199, Build More Housing Near Transit Act of 2023; S.4107/H.R.6248, Think Differently Transportation Act; H.R.6363, Further Continuing Appropriations and Other Extensions Act, 2024; H.R.6376, Business Uninterrupted Monetary Program Act of 2023; S.3559, Unplug the Electric Vehicle Charging Stations Program Act; S.3669, GREEN Streets Act; S.3670, Complete Streets Act of 2024; S.3751/H.R.7504/H.R.7654, Rural Veterans Transportation to Care Act; S.3845, ZEVs Act of 2024; S.3924, Bus Rolling Stock Modernization Act of 2024; S.1274, REEF Act; H.R.6964, To establish limitations on advanced payments for bus rolling stock, and for other purposes; H.R.7012, Transit Emergency Relief Act; H.R.7039, Stronger Communities through Better Transit Act; H.R.7082, Complete Streets Act of 2024; H.R.7200, Hydrogen Infrastructure Finance and Innovation Act; H.R.7223, To require the Administrator of the Transportation Security Administration of the United States to develop guidelines to improve returning citizens' access to the Transportation Worker Identification Credential program, to assist individuals in custody of Federal, State, and local prisons in pre-applying or preparing applications for Transportation Worker Identification Credential cards, and to assist individuals requesting an appeal or waiver of preliminary determination of ineligibility, and for other purposes; H.R.7237, Protecting Homes from Trains Act of 2024; H.R.7273, UNPLUG EVs Act; H.R.7286, GREEN Streets Act; H.R.7463, Extension of Continuing Appropriations and Other Matters Act, 2024; H.R.7498, ZEVs Act of 2024; H.R.4366, Consolidated Appropriations Act, 2024; S.4277, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; S.4315, Baby Changing on Board Act; S.4316, Moving Transit Forward Act of 2024; S.4334/H.R.8370, Rights for the Transportation Security Administration Workforce Act of 2024; S.4389, A bill to amend the Internal Revenue Code of 1986 to promote the increased use of renewable natural gas, to reduce greenhouse gas emissions and other harmful transportation-related emissions that contribute to poor air quality, and to increase job creation and economic opportunity throughout the United States; S.4492, A bill to improve the transparency of Amtrak operations, and for other purposes; S.___/H.R.9028, Transportation, Housing and Urban Development, and Related Agencies Appropriations Act, 2025; S.___, To authorize the use of urbanized area formula grants for the detection and mitigation of controlled substances and counterfeit substances, and the prevention of human trafficking, in public transportation systems.; H.R.8070, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025; H.R.8253, Better Utilizing Investments to Leverage Development and Generating Renewable Energy to Electrify the Nation's Infrastructure and Jobs Act; H.R.8527, To provide for the establishment of a Climate Justice Working Group to help guide the Nation's just and equitable transition towards a clean, climate-resilient, zero-emission economy, and for other purposes; H.R.8752, Department of Homeland Security Appropriations Act, 2025; H.R. ___, the Safe Regulation of Autonomous Bus Driving Systems Act.

Client expense: $790,000 · Firm income: Not reported

Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807, the Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 2590, Unlocking Capital for Small Business Act; H.R. 2799, Expanding Access of Capital Act of 2023; H.R. 3063, Retirement Fairness for Charities and Education Institutions Act, Expanding the Protection for Research Reports to Cover all Securities of All Issuers; H.R. 3136 - The National Critical Capabilities Defense Act; H.R. 4237, a bill to amend the Investment Advisers Act of 1940 and the Employee Retirement Income Security Act of 1974 to specify requirements concerning the consideration of pecuniary and non-pecuniary factors; HR 4551, the "Protecting Investors Personally Identifiable Information Act" (attached to Capital Markets Subcommittee hearing on 3/20/24); H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to Consolidated Audit Trail and SEC regulatory agenda; H.R. 4763 - the Financial Innovation and Technology for the 21st Century Act; H.R.4766 - Clarity for Payment Stablecoins Act of 2023. H.R. 4767 - Protecting American's Retirement Savings from Politics Act; HR 7030, the Review the Expansion of Government Act of 2024 or the REG Act of 2024 (attached to Capital Markets Subcommittee hearing on 3/20/24); HR 7902, the "Protecting Private Job Creators Act" (exempts fixed income securities from 15c2-11 disclosure) (attached to Capital Markets Subcommittee hearing on 3/20/24); H.R. 8339, the "SEC Reform and Restructure Act; H.R. 8773, FY 2025 Financial Services and General Government Appropriations Bill (3 provisions in the FSGG Bill Report pertaining to the SEC: PDA rule withdrawal, economic analysis enhancement, sensible implementation); H.R. 8818, American Privacy Rights Act; H.J. Res. 100, Providing for congressional disapproval of SEC's Cybersecurity disclosure rule; H.J. Res. 109. Providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.J. Res. 116, providing for congressional disapproval of DOL's independent contractor rule; S. 1695, the American Infrastructure Bonds Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; S. 4760, Digital Commodities Consumer Protection Act of 2022; S.J.Res.__, a Joint Resolution providing for congressional disapproval of the rule submitted by the SEC related to "Staff Accounting Bulletin No. 121."; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; HR ____, to require an assessment and report to Congress on the adequacy of the SECs cost-benefit analysis with respect to major rulemakings (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to mandate minimum comment periods of at least 60 days for all SEC-initiated rulemakings, with certain exceptions, calculated from the date published in the Federal Register (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the Commission to review certain reviewable actions by SEC staff (attached to Capital Markets Subcommittee hearing on 3/20/24); HR ____, to require the semi-annual testimony of the Chairman of the SEC before the Committee on Financial Services of the House of Representatives and the Committee on Banking, Housing, and Urban Affairs of the Senate, with testimony on at least one instance to include the testimony of the entire Commission (attached to Capital Markets Subcommittee hearing on 3/20/24); Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Biden Administration executive order related to China; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC Amendments to NMS Plan for the Consolidated Audit Trail-Data Security; SEC Staff Accounting Bulletin 121; SEC Security-based Swaps Large Position Reporting proposed rule; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC proposed rule on Predictive Data Analytics; SEC proposal regarding reporting of Securities Loans; SEC proposals to modify equity market structure; SEC final rule related to clearing of U.S. Treasury securities; SEC proposed rule to address Volume-Based Exchange Transaction Pricing for NMS Stocks; SEC final rule on short sale data.

Client expense: $1,450,000 · 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

H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.

Client expense: $1,450,000 · 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