New Markets Tax Credit Extension Act of 2023

Support permanency for H.R. 2539/S. 234 - New Markets Tax Credit Extension Act of 2023.

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

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

Support permanency for H.R. 2539/S. 234 - New Markets Tax Credit Extension Act of 2023 (118th Congress); H.R. 5026/S. 1455 - The Rural Jobs Act (118th Congress); Implementation of allocation rounds.

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

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

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Historic Tax Credit Growth and Opportunity Act (H.R. 1785/S. 639) Neighborhood Homes Investment Act (H.R. 3940/S. 657) New Markets Tax Credit Extension Act of 2023 (H.R. 2539) Revitalizing Downtowns and Main Streets Act (H.R. 9002/S. 4693)

Client expense: $17,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234 New Markets Tax Credit Extension Act of 2023; H.R. 2539 New Markets Tax Credit Extension Act of 2023; H.R. 5026/S. 1455 Rural Jobs Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support permanency for H.R. 2539/S. 234 - New Markets Tax Credit Extension Act of 2023; H.R. 5026/S. 1455 - The Rural Jobs Act; Implementation of allocation rounds.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Credit Union Tax and Charter Issues S.657 & H.R.3940, Neighborhood Homes Investment Act S.234 & H.R.2539, New Markets Tax Credit Extension Act H.R.1010, The Prohibiting IRS Financial Surveillance Act S.453, The Prohibiting IRS Financial Surveillance Act IRS implementation of the Taxpayer First Act of 2019 relating to IVES H.R.4055, To amend the Internal Revenue Code of 1986 to exclude interest on loans by depository institutions to qualified opportunity zone businesses from gross income, and for other purposes H.R.3938, Build It In America Act S.2693, Community Development Financial Institution Tax Credit Act of 2023 Tax Cuts and Jobs Act Program Extensions H.R.7024, Tax Relief for American Families and Workers Act of 2024 H.R.3335, IRS eIVES Modernization and Anti-Fraud Act of 2023 H.R. 3800 Chronic Disease Flexible Coverage Act 199A Deduction for Qualified Business Income Federal Corporate Tax Rate Opposition to a National Bank Tax

Client expense: $1,570,000 · Firm income: Not reported

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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

- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)

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

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 9267/S.4933 - Preserving Rural Housing Investments Act H.R. 7024 - Tax Relief for American Families and Workers Act of 2024 H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 -S. 4980 - Creating Opportunities for New Skills Training at Rural and Underserved Colleges and Trade Schools (CONSTRUCTS) Act

Client expense: $58,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Proposed Right Whale Vessel Speed Rule, Commerce Justice Science, and Related Agencies Appropriations Act, Recovering America's Wildlife Act (S. 1149), H.R.2539 - Youth Coastal Fishing Program Act of 2023- to create a NOAA-administered grant program to fund programs to take kids fishing with a focus on underserved communities, H.R. 4051 - Supporting the Health of Aquatic systems through Research Knowledge and Enhanced Dialogue (SHARKED) ACT - to fund a study that will focus on lessening shark depredation; S.1358 - Lake Access Keeping Economies Strong (LAKES) Act - to allow the United States Army Corps of Engineers to keep fees generated from recreation and reinvest in sites; H.R. 8704 To require the Secretary of Commerce to establish a grant program to foster enhanced coexistence between ocean users and North Atlantic right whales and other large cetacean species - pauses rulemaking regarding the North Atlantic Right Whale until 2030. H.R. 7925: Modernizing Access to Our Public Oceans Act - consolidating and aggregating federal data and mapping of federal waterways to allow easier public access to those waters.

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

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

Client expense: Not reported · Firm income: Not reported

Proposed Right Whale Vessel Speed Rule, Commerce Justice Science, and Related Agencies Appropriations Act, Recovering America's Wildlife Act (S. 1149), H.R.2539 - Youth Coastal Fishing Program Act of 2023- to create a NOAA-administered grant program to fund programs to take kids fishing with a focus on underserved communities, H.R. 4051 - Supporting the Health of Aquatic systems through Research Knowledge and Enhanced Dialogue (SHARKED) ACT - to fund a study that will focus on lessening shark depredation; S.1358 - Lake Access Keeping Economies Strong (LAKES) Act - to allow the United States Army Corps of Engineers to keep fees generated from recreation and reinvest in sites; H.R. 8704 To require the Secretary of Commerce to establish a grant program to foster enhanced coexistence between ocean users and North Atlantic right whales and other large cetacean species - pauses rulemaking regarding the North Atlantic Right Whale until 2030. H.R. 7925: Modernizing Access to Our Public Oceans Act - consolidating and aggregating federal data and mapping of federal waterways to allow easier public access to those waters.

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

Historic Tax Credit Growth and Opportunity Act (H.R. 1785/S. 639) Neighborhood Homes Investment Act (H.R. 3940/S. 657) New Markets Tax Credit Extension Act of 2023 (H.R. 2539) Revitalizing Downtowns and Main Streets Act (H.R. 9002/S. 4693)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234 New Markets Tax Credit Extension Act of 2023; H.R. 2539 New Markets Tax Credit Extension Act of 2023; H.R. 5026/S. 1455 Rural Jobs Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Credit Union Tax and Charter Issues S.657 & H.R.3940, Neighborhood Homes Investment Act S.234 & H.R.2539, New Markets Tax Credit Extension Act H.R.1010, The Prohibiting IRS Financial Surveillance Act S.453, The Prohibiting IRS Financial Surveillance Act IRS implementation of the Taxpayer First Act of 2019 relating to IVES H.R.4055, To amend the Internal Revenue Code of 1986 to exclude interest on loans by depository institutions to qualified opportunity zone businesses from gross income, and for other purposes H.R.3938, Build It In America Act S.2693, Community Development Financial Institution Tax Credit Act of 2023 Tax Cuts and Jobs Act Program Extensions H.R.7024, Tax Relief for American Families and Workers Act of 2024 H.R.3335, IRS eIVES Modernization and Anti-Fraud Act of 2023 H.R. 3800 Chronic Disease Flexible Coverage Act

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

Support permanency for H.R. 2539/S. 234 - New Markets Tax Credit Extension Act of 2023; H.R. 5026/S. 1455 - The Rural Jobs Act; Implementation of allocation rounds.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 9267/S.4933 - Preserving Rural Housing Investments Act H.R. 7024 - Tax Relief for American Families and Workers Act of 2024

Client expense: $59,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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

- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. We have also discussed, referenced and monitored H.R. 9002; Revitalizing Downtowns and Main Streets Act and discussed/explored ways to rehabilitate underutilized historic buildings into housing and discussed possible legislation to improve smaller main street scale rehabilitation projects. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Historic Tax Credit Growth and Opportunity Act (H.R. 1785/S. 639) Neighborhood Homes Investment Act (H.R. 3940/S. 657) New Markets Tax Credit Extension Act of 2023 (H.R. 2539)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit project approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

Educates members of Congress and staff on how the national interest is served by IRC section 47, which provides incentives for real estate developers to rehabilitate certified historic properties. We discuss and encourage support for H.R.1785 the Historic Tax Credit Growth and Opportunity Act (HTC-GO) which outlines ways to improve the historic tax credit (HTC) and the Senate version of the legislation, S.639. We discuss how the provisions will help assist in revitalizing our communities. The bill would bring more value to the HTC and more investment to historic rehabilitation projects. The House (HTC-GO) bill would provide temporary relief to address present industry challenges. We request congressional support and promote the benefits of HTC-GO provisions moving tax legislation or in year-end legislation. Educates members of Congress and staff on impact of New Markets Tax Credit (NMTC) related bills that would make the in NMTC permanent, including the New Markets Tax Credit Extension Act of 2023 (H.R. 2539/S.234), and bills that would bring more NMTC investment to economically distressed areas. We request congressional support and promote the benefits of New Markets Tax Credits related provisions in moving tax legislation or year-end legislation. Meets with National Park Service staff to discuss challenges related to the historic rehab industry and give recommendations to make the historic tax credit approval process more user-friendly and streamlined.

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

S.234 New Markets Tax Credit Extension Act of 2023; H.R. 2539 New Markets Tax Credit Extension Act of 2023; H.R. 5026/S. 1455 Rural Jobs Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Credit Union Tax and Charter Issues S. 657 & H.R. 3940, Neighborhood Homes Investment Act S. 234 & H.R. 2539, New Markets Tax Credit Extension Act H.R. 1010, The Prohibiting IRS Financial Surveillance Act S. 453, The Prohibiting IRS Financial Surveillance Act IRS implementation of the Taxpayer First Act of 2019 relating to IVES H.R. 4055, To amend the Internal Revenue Code of 1986 to exclude interest on loans by depository institutions to qualified opportunity zone businesses from gross income, and for other purposes H.R. 3938, Build It In America Act S. 2693,c Community Development Financial Institution Tax Credit Act of 2023 Tax Cuts and Jobs Act Program Extensions H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 3335, IRS eIVES Modernization and Anti-Fraud Act of 2023

Client expense: $1,490,000 · Firm income: Not reported

- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)

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

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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

- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)

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