Fiscal Commission Act of 2023
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
83pct
112d open
vs 10,564 other HR bills in the 118th — cohort avg 68d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 22 - 12.
Committee Consideration and Mark-up Session Held
Committee Hearings Held
Referred to the Committee on the Budget, and in addition to the Committee on Rules, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
Introduced in House
Congress.gov source codes: 1000, Intro-H
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2025 · first_quarter · Budget/Appropriations
FY 2025 and FY 2026 Labor Appropriations, Transportation & HUD Appropriations; Military Construction Appropriations; FY 2024 Budget; Energy and Water Appropriations; H.R.5779, Fiscal Commission Act of 2023
Client expense: $120,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
-HR 5378 - Lower Costs More Transparency Act, Provisions related to pharmacy benefit manager price transparency and requirements for insurance coverage information -HR 5779 - Fiscal Commission Act of 2023 -HR 7513 - Protecting America's Seniors' Access to Care Act -HR 485 - Protecting Health Care for All Patients Act
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
Support inclusion of language in administration budget proposal for fiscal year 2024 to protect federal retirement and health benefits, honor commitments to current and retired civil servants. Support adequate funding for the Office of Personnel Management's Retirement Services division, and modernization of operations. Support a 4.5 percent average, market rate federal pay increase for federal employees, at parity with the military pay raise, for calendar year 2025. Support lifting the debt limit to prevent a default on the U.S. government's financial obligations, including to federal employees and annuitants. Oppose policy rider language to House Financial Services and General Government appropriations bill which would prohibit TSP participants from investing in any mutual fund using environmental, social, and governance criteria as a basis for investment decisions. Support extension of government funding to avoid a lapse in appropriations and consequent government shutdown. Oppose amendment to House Financial Services and General Government Appropriations bill to defund implementation of proposed rule. Oppose the creation of a fiscal commission, per H.R. 5779/S.3262. Support passage of full-year appropriations bills / oppose government shutdowns.
Client expense: $50,000 · Firm income: Not reported
2024 · fourth_quarter · Government Issues
Support of Comprehensive Paid Leave for Federal Employees, H.R. 856/S. 274 Support of Social Security Fairness Act, H.R. 82/S. 597 Support of Improving Access to Workers Compensation for Injured Federal Workers, H.R. 618/S. 131 Support of Equal COLA Act, H.R. 304 Protecting collective bargaining rights of employees throughout the federal and postal workforces Opposition to cuts to federal and postal employees healthcare and retirement benefits Support of expanding the non-deduction service that may be creditable under the Federal Employee Retirement Service Support of Honoring Civil Servants Killed in the Line of Duty Act, H.R. 5883/S.3029 Support of the Federal Retirement Fairness Act, H.R. 5995 Opposition to the Fiscal Commission Act, H.R. 5779 Opposition to the Fiscal Stability Act, S. 3262
Client expense: $7,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
Fiscal Commission Act of 2023 (H.R. 5779)
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Retirement
| Referred To |
| September 28, 2023 |
| Democratic |
| IL |
| Brian K. Fitzpatrick | Republican | PA |
| Chrissy Houlahan | Democratic | PA |
| Cory Mills | Republican | FL |
| David Schweikert | Republican | AZ |
| Dean Phillips | Democratic | MN |
| Ed Case | Democratic | HI |
| Henry Cuellar | Democratic | TX |
| Hillary J. Scholten | Democratic | MI |
| Jack Bergman | Republican | MI |
| Jared F. Golden | Democratic | ME |
| Jimmy Panetta | Democratic | CA |
| Kevin Hern | Republican | OK |
| Lloyd Smucker | Republican | PA |
| Marie Gluesenkamp Perez | Democratic | WA |
| Mike Kelly | Republican | PA |
| Mike Thompson | Democratic | CA |
| Scott H. Peters | Democratic | CA |
| Thomas R. Suozzi | Democratic | NY |
| Tom Cole | Republican | OK |
| Tom Emmer | Republican | MN |
| Victoria Spartz | Republican | IN |
| William R. Timmons IV | Republican | SC |
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), President of the U.S., SENATE
H.R.82/S.597, Social Security Fairness Act of 2023, Social Security Windfall Elimination Provision and Government Pension Offset Monitor the following: Fiduciary Duty Rule related issues Teacher retirement and pension related issues H.R.5779, Fiscal Commission Act, Entirety Pension, ESG related issues H.R.3063, Retirement Fairness for Charities and Educational Institutions, Entirety Social Security 2100, A Sacred Trust, Entirety S.393, Social Security Expansion Act, Entirety SECURE 2.0 related issues
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
FAA reauthorization H.R.5779 - Fiscal Commission Act of 2023 H.R.6929 - Affordable Connectivity Program Extension Act of 2024
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
Senate FY 2025 Department of Homeland Security Appropriations Act H. Con. Res. 24, Calling an Article V Convention for proposing a Fiscal Responsibility Amendment to the United States Constitution and stipulating ratification by a vote of We the People, and for other purposes H. Con. Res. 117, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. H.J. Res. 2, Proposing an amendment to the Constitution of the United States relative to balancing the budget S.J. Res. 13, A joint resolution proposing an amendment to the Constitution of the United States relative to balancing the budget H.J. Res. 6, Proposing an amendment to the Constitution of the United States to provide for balanced budgets for the Government H.J. Res. 9, Proposing an amendment to the Constitution of the United States prohibiting the United States Government from increasing its debt except for a specific purpose by law adopted by three-fourths of the membership of each House of Congress H.J. Res. 12, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 15, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 19, Proposing a balanced budget amendment to the Constitution requiring that each agency and department's funding is justified H.J. Res. 21, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 36, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 47, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 55, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 58, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 67, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 75, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 80, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 90, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 104, Proposing a Federal debt limit amendment to the Constitution of the United States. H.J. Res. 113, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 229, Proposing an amendment to the Constitution of the United States related to the public debt. H.Res. 13, Stay on Schedule (S.O.S.) Resolution H.Res. 18, Less is More Resolution H.Res. 29, Finding Federal Savings Committee Resolution H.Res. 973, Expressing the sense of the House of Representatives that Congress should fully fund border security personnel, immigration judges, and related personnel and border technology needs at the southern border. H.Res. 1027, Providing for consideration of the bill (H.R. 626) to advance commonsense policy priorities. H.R. 23, Family and Small Business Taxpayer Protection Act H.R. 25, Fair Tax Act of 2023 H.R. 142, End Dark Money Act H.R. 161, Prioritizing Troops Over Tax Collectors Act of 2023 H.R. 187, Default Prevention Act H.R. 252, Inflation Prevention Act of 2023 H.R. 260, Nickel Plan Act H.R. 261, Article I Regulatory Budget Act H.R. 311, Cost Estimates Improvement Act H.R. 415, End the Threat of Default Act S. 1190, End the Threat of Default Act H.R. 564, Saving Taxpayers' Money and Paying America's Debt Act H.R. 710, Sustainable Budget Act of 2022 S. 743, Sustainable Budget Act of 2023 H.R. 812, Inflation Reduction Act of 2023 H.R. 888, IRS Funding Accountability Act S. 338, IRS Funding Accountability Act H.R. 1134, People Over Pentagon Act of 2023 H.R. 1223, DIRECT Act H.R. 1289, Dollar-for-Dollar Deficit Reduction Act S. 714, Dollar-for-Dollar Deficit Reduction Act H.R. 1382, TABS Act of 2023 H.R. 1418, Animal Drug User Fee Amendments of 2023 H.R. 1518, Unauthorized Spending Accountability Act of 2023 H.R. 3673, Biden Time Act of 2023 H.R. 3953, Debt Ceiling Reform Act S. 1882, Debt Ceiling Reform Act H.R. 4230, The Fund Our Border Not the IRS Act of 2023 H.R. 4435, Unauthorized Spending Accountability Act H.R. 4651, To require the Secretary of the Treasury to issue a report containing information on extraordinary measures available when the debt of the United States Government approaches the statutory limit, and for other purposes. H.R. 4740, Streamline Pentagon Budgeting Act of 2023 H.R. 4810, to rescind certain balances made available to the Internal Revenue Service and appropriate such amounts to the Department of State Passport Office. H.R. 5068, Serve the People, Not the Swamp Act H.R. 5243, Less Talk More Action Water Modernization Act of 2023 H.R. 5353, End Shutdowns Act S. 2729, End Shutdowns Act H.R. 5525, Continuing Appropriations and Border Security Enhancement Act, 2024 H.R. 5543, Government Shutdown Prevention Act of 2023 S. 299, Government Shutdown Prevention Act of 2023 H.R. 5672, Bipartisan Keep America Open Act H.R. 5692, Ukraine Security Assistance and Oversight Supplemental Appropriations Act, 2024 H.R. 5694, Pay Our Border Patrol and Customs Agents Act H.R. 5696, Prevent Government Shutdowns Act of 2023 S. 135, Prevent Government Shutdowns Act of 2023 H.R. 5779, Fiscal Commission Act of 2023 H.R. 5841, Homeland Heroes Pay Act H.R. 5993, Federal Reserve Loss Transparency Act S. 3095, Federal Reserve Loss Transparency Act H.R. 6126, Israel Security Supplemental Appropriations Act, 2024 H.R. 6889, To amend section 1105(a) of title 31, United States Code, to require that annual budget submissions of the President to Congress provide an estimate of the cost per taxpayer of the deficit and of the public debt. H.R. 6927, Debt Commission Act of 2024 H.R. 6953, Comprehensive Congressional Budget Act of 2024 H.R. 6995, Funding A Secure America Act H.R. 7235, A Fast-Tracked Executive Rescission Review (AFTER) of Appropriations Act of 2024 H.R. 7372, Defending Borders, Defending Democracies Act H.R. 7656, Balanced Budget and Accounting Act H.R. 7715, VAPE Imports Act H.R. 7749, Ultra-Millionaire Tax Act S. 4017, Ultra-Millionaire Tax Act H.R. 7867, REG Budgeting Act H.R. 8752, Department of Homeland Security Appropriations Act, 2025. H.R. 8773, Financial Services and General Government Appropriations Act, 2025 S. 4928, Financial Services and General Government Appropriations Act, 2025 H.R. 8774, Department of Defense Appropriations Act, 2025 S. 4921, Department of Defense Appropriations Act, 2025 H.R. 8840, Do Our Job Act H.R. 8908, Consumer Financial Protection Bureau Withdrawal Cap Adjustment Act of 2024 H.R. 8997, Energy and Water Development and Related Agencies Appropriations Act, 2025 S. 4927, Energy and Water Development and Related Agencies Appropriations Act, 2025 H.R. 8998, Department of the Interior, Environment, and Related Agencies Appropriations Act, 2025 S. 4802, Department of the Interior, Environment, and Related Agencies Appropriations Act, 2025 H.R. 9026, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025 S. 4795, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025 H.R. 9027, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2025 S. 4690, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2025 H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 S. 4942, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 H.R. 9353, Proposing a balanced budget amendment to the Constitution of the United States. H.R. 9494, Continuing Appropriations and Extensions Act, 2025. H.R. 9519, Stop Bankrupting Our Country Act H.R. 9561, Pay Our Border Patrol and Custom Agents Act of 2025 H.R. 9697, Presidential Election Resource Investment for Major Threat Response Act of 2024 H.R. 9699, Pay Our Troops Act H.R. 9714, CBO Oversight Act H.R. 9735, Responsible Budgeting Act H.R. 9791, Pay Our Military Act H.R. 9792, Feed Our Families Act of 2024 H.R. 9877, To impose limitations on the amount of unobligated balances of the Bureau of Consumer Financial Protection, and for other purposes. H.R. 10413, To provide for across-the-board rescissions of nonsecurity discretionary spending, and for other purposes. H.R. 10414, To repeal the Impoundment Control Act of 1974. S. 5533, A bill to repeal the Impoundment Control Act of 1974. H.R. 10445, Further Continuing Appropriations and Disaster Relief Supplemental Appropriations Act, 2025 H.R. 10466, To deposit portions of revenue generated from public lands into the Social Security Trust Fund. H.R. 10515, American Relief Act, 2025 H.R. 10545, American Relief Act, 2025 S. Con. Res. 41, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. S.J. Res. 19, A joint resolution proposing a balanced budget amendment to the Constitution of the United States S.Res. 600, A resolution recognizing the national debt as a threat to national security. S. 212, Protect Our CREDIT Act of 2023 S. 213, Keep Our Promises Act S. 232, A bill to provide limits on the reduction of Internal Revenue Service user fees S. 327, A bill to make 5 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 330, A bill to make 2 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 331, A bill to make 1 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 575, Fight Inflation through Balanced Budget Act S. 714, Dollar-for-Dollar Deficit Reduction Act S. 743, Sustainable Budget Act of 2023 S. 1052, Administrative Pay-As-You-Go Act of 2023 S. 1312, Securing our Border Act S. 2041, End Government Shutdowns Act S. 2168, No Default Act S. 2999, Keep Our Border Agents Paid Act S. 3262, Fiscal Stability Act of 2023 S. 4268, A bill proposing a balanced budget amendment to the Constitution of the United States. S. 4376, A bill to increase Government accountability for administrative actions by reinvigorating administrative Pay-As-You-Go. S. 4521, Consumer Financial Protection Bureau (CFPB) Accountability Act S. 5225, A bill to require the Secretary of the Treasury, in coordination with the Director of the Office of Management and Budget, to examine the ability of the Federal Government to respond to potential fiscal shocks, and for other purposes. S. 5480, End the Threat of Default Act of 2024 S. 5483, A bill to provide for across-the-board rescissions of nonsecurity discretionary spending of 5 percent. S. 5484, A bill to provide for across-the-board rescissions of nonsecurity discretionary spending of 1 percent. S. 5485, A bill to provide for across-the-board rescissions of nonsecurity discretionary spending of 2 percent. S. 5542, A bill to prohibit the use of Federal funds to remove the border wall or to dispose of materials previously acquired by the Federal Government to construct the border wall. S. 5623, A bill to establish a debt reduction fund to reduce the national debt of the United States. S. 5646, Pay Our Military Act of 2024
Client expense: $347,983 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection
2024 · fourth_quarter · Budget/Appropriations
HR 9494, HR 9746- Continuing Resolution FY 2025 appropriations HR 9029, S 4942- LHHS Appropriations General, FY 2025 Appropriations- East-West Center funding FY 2025 Appropriations- HUD funding for Public Housing Operating Fund; Public Housing Capital Fund; ROSS; FSS FY 2025 Appropriations- IRS funding S 3827- Strategic Plan on Aging Act HR 5779- Fiscal Commission Act of 2023 HR 710- Sustainable Budget Act of 2023 HR 3262- Fiscal Stability Act
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 515, Protecting American Savers and Retirees Act H.R. 976, TCJA Permanency Act H.R. 1010/S. 453, Prohibiting IRS Financial Surveillance Act H.R. 2406/S. 1117, Accelerate Long-term Investment Growth Now (ALIGN) Act H.R. 2673, American Innovation and R&D Competitiveness Act H.R. 2767/S. 1243, Small Business Investment Act of 2023 H.R. 2788/S. 1232, American Investment in Manufacturing (AIM) Act H.R. 3210/S. 1559, Book Minimum Tax Repeal Act H.R. 4571, Child Care Investment Act of 2023 H.R. 4721/S. 1706, Main Street Tax Certainty Act H.R. 5779, Fiscal Commission Act of 2023 H.R. 5988/S. 3084, United States-Taiwan Expedited Double-Tax Relief Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7360 Promoting Affordable Child Care for Everyone Act H.R. 7470, Secure U.S. Leadership in Space Act of 2024 H.R. 8184, Growing and Preserving Innovation in America Act of 2024 H.R. 8540/S. 5254, Child Care for American Families Act S. 866, American Innovation and Jobs Act S. 1457, Taiwan Tax Agreement Act of 2023 H.Res. 268, Expressing strong opposition to the imposition of digital services taxes by other countries that discriminate against United States companies Potential legislation similar to H.R. 5988/S. 3084, United States-Taiwan Expedited Double-Tax Relief Act Proposed Rule, Internal Revenue Service; Section 45X Advanced Manufacturing Production Credit (88 Fed. Reg. 86,844-86,868, December 15, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Excise Tax on Repurchase of Corporate Stock; 26 CFR Parts 1 and 58 (89 Fed. Reg. 25,980-26,067, April 12, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Gross Proceeds and Basis Reporting by Brokers and Determination of Amount Realized and Basis for Digital Asset Transactions (88 Fed. Reg. 59,576-59,659, August 29, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Increased Credit or Deduction Amounts for Satisfying Certain Prevailing Wage and Registered Apprenticeship Requirements (88 Fed. Reg. 60,018-60,054, August 30, 2023) (as corrected by 88 Fed. Reg. 73,807, October 27, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Section 45V Credit for Production of Clean Hydrogen; Section 48(a)(15) Election To Treat Clean Hydrogen Production Facilities as Energy Property (88 Fed. Reg. 89,220-89,255, December 26, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Rules Regarding Dual Consolidated Losses and the Treatment of Certain Disregarded Payments (89 Fed. Reg. 64,750-64,778, August 7, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022 (89 Fed. Reg. 75,062-75,243, September 13, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Previously Taxed Earnings and Profits and Related Basis Adjustments (89 Fed. Reg. 95,362-95,464, Dec. 2, 2024) Various issues relating to pension reform; conversion of future 401(k) or Individual Retirement Account (IRA) contributions to Roth accounts; work opportunity tax credit; Canada Digital Services Tax - C-59, An Act to implement certain provisions of the fall economic statement tabled in Parliament; extraterritorial application of Sec. 49 of the German Income Tax Act; potential modifications to the gasoline tax, including waiving or temporary suspension; implementation of 26 U.S. Code 174 - Amortization of research and experimental expenditures; implementation of the major tax and energy security provisions of the Inflation Reduction Act of 2022 (P.L. 117-169); IRS guidance related to the Foreign Tax Credit and the Arms Length Requirement; Recommendations for Items to be Included on the Department of the Treasury and Internal Revenue Services 2024-2025 Priority Guidance Plan (I.R.S. Notice 2024-28, 2024-13 I.R.B. 720); implementation of the Child and Dependent Care Tax Credit (CDCTC), the Dependent Care Assistance Program (DCAP), and the Employer Provided Child Care Tax Credit (45F); UK Carbon Border Adjustment Mechanism (CBAM) Consultation; expiration of provisions from the 2017 Tax Cuts and Jobs Act; tax policy priorities for 2025; proposal to repeal section 852(b)(6) of the Internal Revenue Code; instituting an excise tax on stock buybacks; IRS Notice 2023-64 on Corporate Alternative Minimum Tax Implementation; SECURE 2.0 Act Student Loan and Emergency Savings Guidance; extending the temporary business, international, and estate tax provisions enacted as part of the 2017 Tax Cuts and Jobs Act, P.L. 115-97; Treasury regulations and other guidance related to the foreign tax credit; improvements to the Child and Dependent Care Tax Credit (CDCTC), Dependent Care Assistance Program (DCAP), and Employer Provided Child Care Tax Credit (section 45F); U.S. legislative response to the OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings two-pillar solution to address the tax challenges arising from the digitalization of the economy; OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings draft Multilateral Convention to Implement Amount A of Pillar One; proposed Article xx to U.N. Model Tax Convention on Dealing with Cross-Border Business Services; federal income tax treatment of employer-provided health insurance coverage; proposed amendment (I-735) to Frances 2025 budget to raise the countrys digital services tax rate from 3% to 5%; legal challenge against the undertaxed profit rule (UTPR) established by Council Directive (EU) 2022/2523 of December 14, 2022; child care related tax credits; dependent care assistance programs
Client expense: $22,410,000 · Firm income: Not reported
Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2024 · fourth_quarter · Budget/Appropriations
FY 2024 Labor Appropriations, Transportation & HUD Appropriations; Military Construction Appropriations; FY 2024 Budget; Energy and Water Appropriations; H.R. 5779 Fiscal Commission Act of 2023; H.R.10545 - American Relief Act, 2025
Client expense: $234,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2024 · fourth_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections.
Client expense: $200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
1. Appropriations for the Social Security Administration 2. Administration FY 2024 budget provisions regarding budget proposals for the Social Security Administration, Centers for Medicare and Medicaid Services, and National Institutes of Health 3. Proposals to increase the debt limit of the United States 4. Appropriations for housing for older Americans 5. H.R. 2811, Limit, Save, Grow Act of 2023, entire bill 6. Proposals to create a commission to address issues regarding the debt and fiscal policies of the United States 7. Proposals regarding funding levels for Medicare low income assistance outreach 8. H.R. 5779, Fiscal Commission Act of 2023, entire bill 9. S. 3262, Fiscal Stability Act of 2023, entire bill 10. Proposals for parity between defense and non-defense appropriations 11. Appropriations for progams under the Older Americans Act 12. Proposals for a "Department of Government Efficiency"
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Budget/Appropriations
1. Appropriations for the Social Security Administration 2. Administration FY 2024 budget provisions regarding budget proposals for the Social Security Administration, Centers for Medicare and Medicaid Services, and National Institutes of Health 3. Proposals to increase the debt limit of the United States 4. Appropriations for housing for older Americans 5. H.R. 2811, Limit, Save, Grow Act of 2023, entire bill 6. Proposals to create a commission to address issues regarding the debt and fiscal policies of the United States 7. Proposals regarding funding levels for Medicare low income assistance outreach 8. H.R. 5779, Fiscal Commission Act of 2023, entire bill 9. S. 3262, Fiscal Stability Act of 2023, entire bill 10. Proposals for parity between defense and non-defense appropriations
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Retirement
Fiduciary Duty Rule related issues H.R.82/S.597, Social Security Fairness Act of 2023, Social Security Windfall Elimination Provision and Government Pension Offset Teacher retirement and pension related issues Monitor the following: H.R.5779, Fiscal Commission Act, Entirety Pension, ESG related issues H.R.3063, Retirement Fairness for Charities and Educational Institutions, Entirety Social Security 2100, A Sacred Trust, Entirety S.393, Social Security Expansion Act, Entirety Social Security Administration, FY2023, Budget issues SECURE 2.0 related issues
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2024 · third_quarter · Budget/Appropriations
FAA reauthorization H.R.5779 - Fiscal Commission Act of 2023 H.R.6929 - Affordable Connectivity Program Extension Act of 2024
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
-Farm, Food, and National Security Act of 2024 -HR 5779 - Fiscal Commission Act of 2023 -S.3262 - Fiscal Stability Act of 2023 -National Labor Relations Board funding
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Budget/Appropriations
FY 2024 Labor Appropriations, Transportation & HUD Appropriations; Military Construction Appropriations; FY 2024 Budget; Energy and Water Appropriations; H.R. 5779 Fiscal Commission Act of 2023
Client expense: $183,083 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2024 · third_quarter · Taxation/Internal Revenue Code
H.R. 515, Protecting American Savers and Retirees Act H.R. 976, TCJA Permanency Act H.R. 1010/S. 453, Prohibiting IRS Financial Surveillance Act H.R. 2406/S. 1117, Accelerate Long-term Investment Growth Now (ALIGN) Act H.R. 2673, American Innovation and R&D Competitiveness Act H.R. 2767/S. 1243, Small Business Investment Act of 2023 H.R. 2788/S. 1232, American Investment in Manufacturing (AIM) Act H.R. 3210/S. 1559, Book Minimum Tax Repeal Act H.R. 4571, Child Care Investment Act of 2023 H.R. 4721/S. 1706, Main Street Tax Certainty Act H.R. 5779, Fiscal Commission Act of 2023 H.R. 5988/S. 3084, United States-Taiwan Expedited Double-Tax Relief Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7470, Secure U.S. Leadership in Space Act of 2024 H.R. 8184, Growing and Preserving Innovation in America Act of 2024 H.R.8540, Child Care for American Families Act S. 866, American Innovation and Jobs Act S. 1457, Taiwan Tax Agreement Act of 2023 H.Res. 268, Expressing strong opposition to the imposition of digital services taxes by other countries that discriminate against United States companies Proposed Rule, Internal Revenue Service; Section 45X Advanced Manufacturing Production Credit (88 Fed. Reg. 86,844-86,868, December 15, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Excise Tax on Repurchase of Corporate Stock; 26 CFR Parts 1 and 58, (89 Fed. Reg. 25,980-26,067, April 12, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Gross Proceeds and Basis Reporting by Brokers and Determination of Amount Realized and Basis for Digital Asset Transactions, (88 Fed. Reg. 59,576-59,659, August 29, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Increased Credit or Deduction Amounts for Satisfying Certain Prevailing Wage and Registered Apprenticeship Requirements (88 Fed. Reg. 60,018-60,054, August 30, 2023) (as corrected by 88 Fed. Reg. 73,807, October 27, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Section 45V Credit for Production of Clean Hydrogen; Section 48(a)(15) Election To Treat Clean Hydrogen Production Facilities as Energy Property, (88 Fed. Reg. 89,220-89,255, December 26, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Rules Regarding Dual Consolidated Losses and the Treatment of Certain Disregarded Payments, (89 Fed. Reg. 64,750-64,778, August 7, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022, (89 Fed. Reg. 75,062-75,243, September 13, 2024) Various issues relating to pension reform; conversion of future 401(k) or Individual Retirement Account (IRA) contributions to Roth accounts; work opportunity tax credit; Canadian proposal to enact a retroactive Digital Services Tax (DST); Canada Digital Services Tax - C-59, An Act to implement certain provisions of the fall economic statement tabled in Parliament; Extraterritorial Application of Sec. 49 of the German Income Tax Act; potential modifications to the gasoline tax, including waiving or temporary suspension; implementation of 26 U.S. Code 174 - Amortization of research and experimental expenditures; implementation of the Inflation Reduction Act, (P.L. 117-169), including implementation of the excise tax on repurchase of corporate stock and corporate alternative minimum tax (AMT); implementation of the Inflation Reduction Act, (P.L. 117-169), including tax and energy security provisions; IRS guidance related to the Foreign Tax Credit and the Arms Length Requirement; implementation of the Child and Dependent Care Tax Credit (CDCTC), the Dependent Care Assistance Program (DCAP), and the Employer Provided Child Care Tax Credit (45F); UK Carbon Border Adjustment Mechanism (CBAM) Consultation; expiration of provisions from the 2017 Tax Cuts and Jobs Act; proposal to repeal section 852(b)(6) of the Internal Revenue Code; proposal to institute an excise tax on stock buybacks; IRS Notice 2023-64 on Corporate Alternative Minimum Tax Implementation; SECURE 2.0 Act Student Loan and Emergency Savings Guidance; extending the temporary business, international, and estate tax provisions enacted as part of the 2017 Tax Cuts and Jobs Act, Pub. L. No. 115-97; Treasury regulations and other guidance related to the foreign tax credit; improvements to the Child and Dependent Care Tax Credit (CDCTC), Dependent Care Assistance Program (DCAP), and Employer Provided Child Care Tax Credit (section 45F); U.S. legislative response to the OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings two-pillar solution to address the tax challenges arising from the digitalization of the economy; OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings draft Multilateral Convention to Implement Amount A of Pillar One; proposed Article xx to U.N. Model Tax Convention on Dealing with Cross-Border Business Services; recommendations for Items to be Included on the Department of the Treasury and Internal Revenue Services 2024-2025 Priority Guidance Plan (I.R.S. Notice 2024-28, 2024-13 I.R.B. 720); Turkeys new tax reform legislation
Client expense: $14,750,000 · Firm income: Not reported
Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2024 · third_quarter · Budget/Appropriations
Senate FY 2025 Department of Homeland Security Appropriations Act H. Con. Res. 24, Calling an Article V Convention for proposing a Fiscal Responsibility Amendment to the United States Constitution and stipulating ratification by a vote of We the People, and for other purposes H. Con. Res. 117, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. H.J. Res. 2, Proposing an amendment to the Constitution of the United States relative to balancing the budget S.J. Res. 13, A joint resolution proposing an amendment to the Constitution of the United States relative to balancing the budget H.J. Res. 6, Proposing an amendment to the Constitution of the United States to provide for balanced budgets for the Government H.J. Res. 9, Proposing an amendment to the Constitution of the United States prohibiting the United States Government from increasing its debt except for a specific purpose by law adopted by three-fourths of the membership of each House of Congress H.J. Res. 12, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 15, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 19, Proposing a balanced budget amendment to the Constitution requiring that each agency and department's funding is justified H.J. Res. 21, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 36, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 47, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 55, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 58, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 67, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 75, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 80, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 90, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 104, Proposing a Federal debt limit amendment to the Constitution of the United States. H.J. Res. 113, Proposing a balanced budget amendment to the Constitution of the United States. H.Res. 13, Stay on Schedule (S.O.S.) Resolution H.Res. 18, Less is More Resolution H.Res. 29, Finding Federal Savings Committee Resolution H.Res. 973, Expressing the sense of the House of Representatives that Congress should fully fund border security personnel, immigration judges, and related personnel and border technology needs at the southern border. H.Res. 1027, Providing for consideration of the bill (H.R. 626) to advance commonsense policy priorities. H.R. 23, Family and Small Business Taxpayer Protection Act H.R. 25, Fair Tax Act of 2023 H.R. 142, End Dark Money Act H.R. 161, Prioritizing Troops Over Tax Collectors Act of 2023 H.R. 187, Default Prevention Act H.R. 252, Inflation Prevention Act of 2023 H.R. 260, Nickel Plan Act H.R. 261, Article I Regulatory Budget Act H.R. 311, Cost Estimates Improvement Act H.R. 415, End the Threat of Default Act S. 1190, End the Threat of Default Act H.R. 564, Saving Taxpayers' Money and Paying America's Debt Act H.R. 710, Sustainable Budget Act of 2022 S. 743, Sustainable Budget Act of 2023 H.R. 812, Inflation Reduction Act of 2023 H.R. 888, IRS Funding Accountability Act S. 338, IRS Funding Accountability Act H.R. 1134, People Over Pentagon Act of 2023 H.R. 1223, DIRECT Act H.R. 1289, Dollar-for-Dollar Deficit Reduction Act S. 714, Dollar-for-Dollar Deficit Reduction Act H.R. 1382, TABS Act of 2023 H.R. 1418, Animal Drug User Fee Amendments of 2023 H.R. 1518, Unauthorized Spending Accountability Act of 2023 H.R. 3673, Biden Time Act of 2023 H.R. 3953, Debt Ceiling Reform Act S. 1882, Debt Ceiling Reform Act H.R. 4230, The Fund Our Border Not the IRS Act of 2023 H.R. 4435, Unauthorized Spending Accountability Act H.R. 4651, To require the Secretary of the Treasury to issue a report containing information on extraordinary measures available when the debt of the United States Government approaches the statutory limit, and for other purposes. H.R. 4740, Streamline Pentagon Budgeting Act of 2023 H.R. 4810, to rescind certain balances made available to the Internal Revenue Service and appropriate such amounts to the Department of State Passport Office. H.R. 5068, Serve the People, Not the Swamp Act H.R. 5243, Less Talk More Action Water Modernization Act of 2023 H.R. 5353, End Shutdowns Act S. 2729, End Shutdowns Act H.R. 5525, Continuing Appropriations and Border Security Enhancement Act, 2024 H.R. 5543, Government Shutdown Prevention Act of 2023 S. 299, Government Shutdown Prevention Act of 2023 H.R. 5672, Bipartisan Keep America Open Act H.R. 5692, Ukraine Security Assistance and Oversight Supplemental Appropriations Act, 2024 H.R. 5694, Pay Our Border Patrol and Customs Agents Act H.R. 5696, Prevent Government Shutdowns Act of 2023 S. 135, Prevent Government Shutdowns Act of 2023 H.R. 5779, Fiscal Commission Act of 2023 H.R. 5841, Homeland Heroes Pay Act H.R. 5993, Federal Reserve Loss Transparency Act S. 3095, Federal Reserve Loss Transparency Act H.R. 6126, Israel Security Supplemental Appropriations Act, 2024 H.R. 6889, To amend section 1105(a) of title 31, United States Code, to require that annual budget submissions of the President to Congress provide an estimate of the cost per taxpayer of the deficit and of the public debt. H.R. 6927, Debt Commission Act of 2024 H.R. 6953, Comprehensive Congressional Budget Act of 2024 H.R. 6995, Funding A Secure America Act H.R. 7235, A Fast-Tracked Executive Rescission Review (AFTER) of Appropriations Act of 2024 H.R. 7372, Defending Borders, Defending Democracies Act H.R. 7656, Balanced Budget and Accounting Act H.R. 7715, VAPE Imports Act H.R. 7749, Ultra-Millionaire Tax Act S. 4017, Ultra-Millionaire Tax Act H.R. 7867, REG Budgeting Act H.R. 8752, Department of Homeland Security Appropriations Act, 2025. H.R. 8773, Financial Services and General Government Appropriations Act, 2025 S. 4928, Financial Services and General Government Appropriations Act, 2025 H.R. 8774, Department of Defense Appropriations Act, 2025 S. 4921, Department of Defense Appropriations Act, 2025 H.R. 8840, Do Our Job Act H.R. 8908, Consumer Financial Protection Bureau Withdrawal Cap Adjustment Act of 2024 H.R. 8997, Energy and Water Development and Related Agencies Appropriations Act, 2025 S. 4927, Energy and Water Development and Related Agencies Appropriations Act, 2025 H.R. 8998, Department of the Interior, Environment, and Related Agencies Appropriations Act, 2025 S. 4802, Department of the Interior, Environment, and Related Agencies Appropriations Act, 2025 H.R. 9026, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025 S. 4795, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2025 H.R. 9027, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2025 S. 4690, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2025 H.R. 9029, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 S. 4942, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2025 H.R. 9353, Proposing a balanced budget amendment to the Constitution of the United States. H.R. 9494, Continuing Appropriations and Extensions Act, 2025. H.R. 9519, Stop Bankrupting Our Country Act H.R. 9561, Pay Our Border Patrol and Custom Agents Act of 2025 H.R. 9697, Presidential Election Resource Investment for Major Threat Response Act of 2024 H.R. 9699, Pay Our Troops Act H.R. 9714, CBO Oversight Act H.R. 9735, Responsible Budgeting Act H.R. 9747, Continuing Appropriations and Extensions Act, 2025. H.R. 9791, Pay Our Military Act H.R. 9792, Feed Our Families Act of 2024 H.R. 9877, To impose limitations on the amount of unobligated balances of the Bureau of Consumer Financial Protection, and for other purposes. S. Con. Res. 41, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. S.J. Res. 19, A joint resolution proposing a balanced budget amendment to the Constitution of the United States S.Res. 600, A resolution recognizing the national debt as a threat to national security. S. 212, Protect Our CREDIT Act of 2023 S. 213, Keep Our Promises Act S. 232, A bill to provide limits on the reduction of Internal Revenue Service user fees S. 327, A bill to make 5 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 330, A bill to make 2 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 331, A bill to make 1 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 575, Fight Inflation through Balanced Budget Act S. 714, Dollar-for-Dollar Deficit Reduction Act S. 743, Sustainable Budget Act of 2023 S. 1052, Administrative Pay-As-You-Go Act of 2023 S. 1312, Securing our Border Act S. 2041, End Government Shutdowns Act S. 2168, No Default Act S. 2999, Keep Our Border Agents Paid Act S. 3262, Fiscal Stability Act of 2023 S. 4268, A bill proposing a balanced budget amendment to the Constitution of the United States. S. 4376, A bill to increase Government accountability for administrative actions by reinvigorating administrative Pay-As-You-Go. S. 4521, Consumer Financial Protection Bureau (CFPB) Accountability Act S. 5225, A bill to require the Secretary of the Treasury, in coordination with the Director of the Office of Management and Budget, to examine the ability of the Federal Government to respond to potential fiscal shocks, and for other purposes.
Client expense: $290,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection
2024 · third_quarter · Budget/Appropriations
HR 9494- Continuing Resolution FY 2025 appropriations FY 2025 appropriations- HUD funding for Public Housing Operating Fund; Public Housing Capital Fund; ROSS; FSS General, FY 2025 appropriations- East-West Center appropriations HR 5779; HR 710; S 3262- Fiscal Commission S 3827- Strategic Plan on Aging Act HR 9029, S 4942- LHHS Appropriations FY 2025 appropriations
Client expense: $720,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections.
Client expense: $200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Government Issues
Support of Comprehensive Paid Leave for Federal Employees, H.R. 856/S. 274 Support of Social Security Fairness Act, H.R. 82/S. 597 Support of Improving Access to Workers Compensation for Injured Federal Workers, H.R. 618/S. 131 Support of Equal COLA Act, H.R. 304 Protecting collective bargaining rights of employees throughout the federal and postal workforces Opposition to cuts to federal and postal employees healthcare and retirement benefits Support of expanding the non-deduction service that may be creditable under the Federal Employee Retirement Service Support of Honoring Civil Servants Killed in the Line of Duty Act, H.R. 5883/S.3029 Support of the Federal Retirement Fairness Act, H.R. 5995 Opposition to the Fiscal Commission Act, H.R. 5779 Opposition to the Fiscal Stability Act, S. 3262
Client expense: $7,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Budget/Appropriations
Support inclusion of language in administration budget proposal for fiscal year 2024 to protect federal retirement and health benefits, honor commitments to current and retired civil servants. Support adequate funding for the Office of Personnel Management's Retirement Services division, and modernization of operations. Support a 4.5 percent average, market rate federal pay increase for federal employees, at parity with the military pay raise, for calendar year 2025. Support lifting the debt limit to prevent a default on the U.S. government's financial obligations, including to federal employees and annuitants. Oppose policy rider language to House Financial Services and General Government appropriations bill which would prohibit TSP participants from investing in any mutual fund using environmental, social, and governance criteria as a basis for investment decisions. Support extension of government funding to avoid a lapse in appropriations and consequent government shutdown. Oppose amendment to House Financial Services and General Government Appropriations bill to defund implementation of proposed rule. Oppose the creation of a fiscal commission, per H.R. 5779/S.3262
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), President of the U.S., SENATE
2024 · third_quarter · Budget/Appropriations
Fiscal Commission Act of 2023 (H.R. 5779)
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Budget/Appropriations
Support inclusion of language in administration budget proposal for fiscal year 2024 to protect federal retirement and health benefits, honor commitments to current and retired civil servants. Support adequate funding for the Office of Personnel Management's Retirement Services division, and modernization of operations. Support a 4.5 percent average, market rate federal pay increase for federal employees, at parity with the military pay raise, for calendar year 2025. Support lifting the debt limit to prevent a default on the U.S. government's financial obligations, including to federal employees and annuitants. Oppose policy rider language to House Financial Services and General Government appropriations bill which would prohibit TSP participants from investing in any mutual fund using environmental, social, and governance criteria as a basis for investment decisions. Support extension of government funding to avoid a lapse in appropriations and consequent government shutdown. Oppose amendment to House Financial Services and General Government Appropriations bill to defund implementation of proposed rule. . Oppose the creation of a fiscal commission, per H.R. 5779/S.3262
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), President of the U.S., SENATE
2024 · second_quarter · Retirement
Fiduciary Duty Rule related issues H.R.82/S.597, Social Security Fairness Act of 2023, Social Security Windfall Elimination Provision and Government Pension Offset Pension, ESG related issues H.R.5779, Fiscal Commission Act, Entirety Monitor the following: H.R.3063, Retirement Fairness for Charities and Educational Institutions, Entirety H.R.6056/S.3102, Retirement Savings for Americans Act Social Security 2100, A Sacred Trust, Entirety S.393, Social Security Expansion Act, Entirety Social Security Administration, FY2023, Budget issues SECURE 2.0 related issues
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
ARTBA supported continued funding of the IIJA in FY2025 appropriations bills. Urged support for HR 5779 and S 3262, the Fiscal Commission Act and Fiscal Stability Act
Client expense: $105,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · second_quarter · Budget/Appropriations
FY 2024 Labor Appropriations, Transportation & HUD Appropriations; Military Construction Appropriations; FY 2024 Budget; Energy and Water Appropriations; H.R. 5779 Fiscal Commission Act of 2023
Client expense: $244,907 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, White House Office
2024 · second_quarter · Taxation/Internal Revenue Code
H.R. 515, Protecting American Savers and Retirees Act H.R. 976, TCJA Permanency Act H.R. 1010/S. 453, Prohibiting IRS Financial Surveillance Act H.R. 2406/S. 1117, Accelerate Long-term Investment Growth Now (ALIGN) Act H.R. 2673, American Innovation and R&D Competitiveness Act H.R. 2767/S. 1243, Small Business Investment Act of 2023 H.R. 2788/S. 1232, American Investment in Manufacturing (AIM) Act H.R. 3210/S. 1559, Book Minimum Tax Repeal Act H.R. 4571, Child Care Investment Act of 2023 H.R. 4721/S. 1706, Main Street Tax Certainty Act H.R. 5779, Fiscal Commission Act of 2023 H.R. 5988/S. 3084, United States-Taiwan Expedited Double-Tax Relief Act H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 7470, Secure U.S. Leadership in Space Act of 2024 H.R. 8184, Growing and Preserving Innovation in America Act of 2024 S. 866, American Innovation and Jobs Act S. 1457, Taiwan Tax Agreement Act of 2023 H.Res. 268, Expressing strong opposition to the imposition of digital services taxes by other countries that discriminate against United States companies Proposed Rule, Internal Revenue Service; Section 45X Advanced Manufacturing Production Credit (88 Fed. Reg. 86,844-86,868, December 15, 2023) Proposed Rule, Internal Revenue Service (IRS), Treasury; Superfund Chemical Taxes (88 Fed. Reg. 18,446-18,471, March 29, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Excise Tax on Repurchase of Corporate Stock; 26 CFR Parts 1 and 58 (89 Fed. Reg. 25,980-26,067, April 12, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Gross Proceeds and Basis Reporting by Brokers and Determination of Amount Realized and Basis for Digital Asset Transactions (88 Fed. Reg. 59,576-59,659, August 29, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Increased Credit or Deduction Amounts for Satisfying Certain Prevailing Wage and Registered Apprenticeship Requirements (88 Fed. Reg. 60,018-60,054, August 30, 2023) (as corrected by 88 Fed. Reg. 73,807, Oct. 27, 2023) Proposed Rule, Department of the Treasury, Internal Revenue Service: Section 45V Credit for Production of Clean Hydrogen; Section 48(a)(15) Election To Treat Clean Hydrogen Production Facilities as Energy Property (88 Fed. Reg. 89,220-89,255, December 26, 2023) Various issues relating to pension reform; conversion of future 401(k) or Individual Retirement Account (IRA) contributions to Roth accounts; work opportunity tax credit; Canadian proposal to enact a retroactive Digital Services Tax (DST); Canada Digital Services Tax - C-59, An Act to implement certain provisions of the fall economic statement tabled in Parliament; Extraterritorial Application of Sec. 49 of the German Income Tax Act; the Government of Canadas revised legislative proposal for a unilateral, discriminatory digital services tax (DST) with retroactive effect (Bill C-59, Fall Economic Statement Implementation Act, 2023); potential modifications to the gasoline tax, including waiving or temporary suspension; implementation of 26 U.S. Code 174 - Amortization of research and experimental expenditures; implementation of the Inflation Reduction Act, (P.L. 117-169), including implementation of the excise tax on repurchase of corporate stock and corporate alternative minimum tax (AMT); IRS guidance related to the Foreign Tax Credit and the Arms Length Requirement recommendations for Items to be Included on the 2024-2025 Priority Guidance Plan (Notice 2024-28); implementation of the Child and Dependent Care Tax Credit (CDCTC), the Dependent Care Assistance Program (DCAP), and the Employer Provided Child Care Tax Credit (45F); UK Carbon Border Adjustment Mechanism (CBAM) Consultation; expiration of provisions from the 2017 Tax Cuts and Jobs Act; proposal to repeal section 852(b)(6) of the Internal Revenue Code; proposal to institute an excise tax on stock buybacks; IRS Notice 2023-64 on Corporate Alternative Minimum Tax Implementation; SECURE 2.0 Act Student Loan and Emergency Savings Guidance; temporary business, international, and estate tax provisions enacted as part of the 2017 Tax Cuts and Jobs Act, Pub. L. No. 115-97; Treasury regulations and other guidance related to the foreign tax credit; U.S. legislative response to the OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings two-pillar solution to address the tax challenges arising from the digitalization of the economy; improvements to the Child and Dependent Care Tax Credit (CDCTC), Dependent Care Assistance Program (DCAP), and Employer Provided Child Care Tax Credit (section 45F); OECD/G20 Inclusive Framework on Base Erosion and Profit Shiftings draft Multilateral Convention to Implement Amount A of Pillar One; proposed Article xx to U.N. Model Tax Convention on Dealing with Cross-Border Business Services; recommendations for Items to be Included on the Department of the Treasury and Internal Revenue Services 2024-2025 Priority Guidance Plan (I.R.S. Notice 2024-28, 2024-13 I.R.B. 720)
Client expense: $13,930,000 · Firm income: Not reported
Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)
2024 · second_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process. Voting Rights. (No bill): Proposals to require states to give every voter the option to vote by mail; and to require prepaid postage for all election materials and state-provided drop boxes for federal elections.
Client expense: $210,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Budget/Appropriations
FAA reauthorization H.R.5779 - Fiscal Commission Act of 2023 H.R.6929 - Affordable Connectivity Program Extension Act of 2024
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Budget/Appropriations
FY 2025 Appropriations FY 2025 Appropriations- Labor, Health & Human Services and Education Appropriations FY 2025 Appropriations- Institute of Museum & Library Services (IMLS) FY 2025 Appropriations- Transportation HUD funding, Public Housing Operating Fund; Public Housing Capital Fund; ROSS, FSS FY 2025 Appropriations- East-West Center HR 5779- Fiscal Commission Act of 2023 HR 710- Sustainable Budget Act of 2023 S 3262- Fiscal Stability Act S 3827- Strategic Plan on Aging Act
Client expense: $680,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
-Farm, Food, and National Security Act of 2024 -HR 5779 - Fiscal Commission Act of 2023 -S.3262 - Fiscal Stability Act of 2023 -National Labor Relations Board funding
Client expense: $560,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Budget/Appropriations
1. Appropriations for the Social Security Administration 2. Administration FY 2024 budget provisions regarding budget proposals for the Social Security Administration, Centers for Medicare and Medicaid Services, and National Institutes of Health 3. Proposals to increase the debt limit of the United States 4. Appropriations for housing for older Americans 5. H.R. 2811, Limit, Save, Grow Act of 2023, entire bill 6. Proposals to create a commission to address issues regarding the debt and fiscal policies of the United States 7. Proposals regarding funding levels for Medicare low income assistance outreach 8. H.R. 5779, Fiscal Commission Act of 2023, entire bill 9. S. 3262, Fiscal Stability Act of 2023, entire bill 10. Proposals for parity between defense and non-defense appropriations
Client expense: $90,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Budget/Appropriations
House/Senate FY 2025 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act House/Senate FY 2025 Energy and Water Development and Related Agencies Appropriations Act House/Senate FY 2025 Commerce, Justice, Science, and Related Agencies Appropriations Act House/Senate FY 2025 Department of the Interior, Environment, and Related Agencies Appropriations Act House/Senate FY 2025 Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act Senate FY 2025 Department of Defense Appropriations Act Senate FY 2025 Department of Homeland Security Appropriations Act Senate FY 2025 Financial Services and General Government Appropriations Act H. Con. Res. 24, Calling an Article V Convention for proposing a Fiscal Responsibility Amendment to the United States Constitution and stipulating ratification by a vote of We the People, and for other purposes H. Con. Res. 117, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. H.J. Res. 2, Proposing an amendment to the Constitution of the United States relative to balancing the budget S.J. Res. 13, A joint resolution proposing an amendment to the Constitution of the United States relative to balancing the budget H.J. Res. 6, Proposing an amendment to the Constitution of the United States to provide for balanced budgets for the Government H.J. Res. 9, Proposing an amendment to the Constitution of the United States prohibiting the United States Government from increasing its debt except for a specific purpose by law adopted by three-fourths of the membership of each House of Congress H.J. Res. 12, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 15, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 19, Proposing a balanced budget amendment to the Constitution requiring that each agency and department's funding is justified H.J. Res. 21, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 36, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 47, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 55, Proposing a balanced budget amendment to the Constitution of the United States H.J. Res. 58, Proposing an amendment to the Constitution of the United States to repeal the sixteenth article of amendment H.J. Res. 67, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 75, Proposing an amendment to the Constitution of the United States requiring that the Federal budget be balanced H.J. Res. 80, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 90, Proposing a balanced budget amendment to the Constitution of the United States. H.J. Res. 104, Proposing a Federal debt limit amendment to the Constitution of the United States. H.J. Res. 113, Proposing a balanced budget amendment to the Constitution of the United States. H.Res. 13, Stay on Schedule (S.O.S.) Resolution H.Res. 18, Less is More Resolution H.Res. 29, Finding Federal Savings Committee Resolution H.Res. 973, Expressing the sense of the House of Representatives that Congress should fully fund border security personnel, immigration judges, and related personnel and border technology needs at the southern border. H.Res. 1027, Providing for consideration of the bill (H.R. 626) to advance commonsense policy priorities. H.R. 23, Family and Small Business Taxpayer Protection Act H.R. 25, Fair Tax Act of 2023 H.R. 142, End Dark Money Act H.R. 161, Prioritizing Troops Over Tax Collectors Act of 2023 H.R. 187, Default Prevention Act H.R. 252, Inflation Prevention Act of 2023 H.R. 260, Nickel Plan Act H.R. 261, Article I Regulatory Budget Act H.R. 311, Cost Estimates Improvement Act H.R. 415, End the Threat of Default Act S. 1190, End the Threat of Default Act H.R. 564, Saving Taxpayers' Money and Paying America's Debt Act H.R. 710, Sustainable Budget Act of 2022 S. 743, Sustainable Budget Act of 2023 H.R. 812, Inflation Reduction Act of 2023 H.R. 888, IRS Funding Accountability Act S. 338, IRS Funding Accountability Act H.R. 1134, People Over Pentagon Act of 2023 H.R. 1223, DIRECT Act H.R. 1289, Dollar-for-Dollar Deficit Reduction Act S. 714, Dollar-for-Dollar Deficit Reduction Act H.R. 1382, TABS Act of 2023 H.R. 1418, Animal Drug User Fee Amendments of 2023 H.R. 1518, Unauthorized Spending Accountability Act of 2023 H.R. 3673, Biden Time Act of 2023 H.R. 3953, Debt Ceiling Reform Act S. 1882, Debt Ceiling Reform Act H.R. 4230, The Fund Our Border Not the IRS Act of 2023 H.R. 4435, Unauthorized Spending Accountability Act H.R. 4651, To require the Secretary of the Treasury to issue a report containing information on extraordinary measures available when the debt of the United States Government approaches the statutory limit, and for other purposes. H.R. 4740, Streamline Pentagon Budgeting Act of 2023 H.R. 4810, to rescind certain balances made available to the Internal Revenue Service and appropriate such amounts to the Department of State Passport Office. H.R. 5068, Serve the People, Not the Swamp Act H.R. 5243, Less Talk More Action Water Modernization Act of 2023 H.R. 5353, End Shutdowns Act S. 2729, End Shutdowns Act H.R. 5525, Continuing Appropriations and Border Security Enhancement Act, 2024 H.R. 5543, Government Shutdown Prevention Act of 2023 S. 299, Government Shutdown Prevention Act of 2023 H.R. 5672, Bipartisan Keep America Open Act H.R. 5692, Ukraine Security Assistance and Oversight Supplemental Appropriations Act, 2024 H.R. 5694, Pay Our Border Patrol and Customs Agents Act H.R. 5696, Prevent Government Shutdowns Act of 2023 S. 135, Prevent Government Shutdowns Act of 2023 H.R. 5779, Fiscal Commission Act of 2023 H.R. 5841, Homeland Heroes Pay Act H.R. 6126, Israel Security Supplemental Appropriations Act, 2024 H.R. 6889, To amend section 1105(a) of title 31, United States Code, to require that annual budget submissions of the President to Congress provide an estimate of the cost per taxpayer of the deficit and of the public debt. H.R. 6927, Debt Commission Act of 2024 H.R. 6953, Comprehensive Congressional Budget Act of 2024 H.R. 6995, Funding A Secure America Act H.R. 7235, A Fast-Tracked Executive Rescission Review (AFTER) of Appropriations Act of 2024 H.R. 7372, Defending Borders, Defending Democracies Act H.R. 7656, Balanced Budget and Accounting Act H.R. 7715, VAPE Imports Act H.R. 7749, Ultra-Millionaire Tax Act S. 4017, Ultra-Millionaire Tax Act H.R. 7867, REG Budgeting Act H.R. 8752, Department of Homeland Security Appropriations Act, 2025. H.R. 8773, Financial Services and General Government Appropriations Act, 2025 H.R. 8774, Department of Defense Appropriations Act, 2025 H.R. 8840, To amend the Congressional Budget Act of 1974 to modify the rules with respect to the consideration in the House of Representatives of any resolution providing for an adjournment period of more than three calendar days until the House of Representatives has approved annual appropriation bills, and for other purposes. H.R. 8908, To amend the Consumer Financial Protection Act of 2010 to limit the funding of the Consumer Financial Protection Act of 2010 to an amount equal to $1. S.J. Res. 19, A joint resolution proposing a balanced budget amendment to the Constitution of the United States S.Res. 600, A resolution recognizing the national debt as a threat to national security. S. 212, Protect Our CREDIT Act of 2023 S. 213, Keep Our Promises Act S. 232, A bill to provide limits on the reduction of Internal Revenue Service user fees S. 327, A bill to make 5 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 330, A bill to make 2 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 331, A bill to make 1 percent across-the-board rescissions in non-defense, non-homeland-security, and non-veterans-affairs discretionary spending for each of fiscal years 2024 and 2025 S. 575, Fight Inflation through Balanced Budget Act S. 714, Dollar-for-Dollar Deficit Reduction Act S. 743, Sustainable Budget Act of 2023 S. 1052, Administrative Pay-As-You-Go Act of 2023 S. 1312, Securing our Border Act S. 2041, End Government Shutdowns Act S. 2168, No Default Act S. 2999, Keep Our Border Agents Paid Act S. 3262, Fiscal Stability Act of 2023 S. 4268, A bill proposing a balanced budget amendment to the Constitution of the United States. S. 4376, A bill to increase Government accountability for administrative actions by reinvigorating administrative Pay-As-You-Go. S. 4521, Consumer Financial Protection Bureau (CFPB) Accountability Act
Client expense: $320,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Customs & Border Protection
2024 · second_quarter · Government Issues
Support of Comprehensive Paid Leave for Federal Employees, H.R. 856/S. 274 Support of Social Security Fairness Act, H.R. 82/S. 597 Support of Improving Access to Workers Compensation for Injured Federal Workers, H.R. 618/S. 131 Support of Equal COLA Act, H.R. 304 Protecting collective bargaining rights of employees throughout the federal and postal workforces Opposition to cuts to federal and postal employees healthcare and retirement benefits Support of expanding the non-deduction service that may be creditable under the Federal Employee Retirement Service Support of Honoring Civil Servants Killed in the Line of Duty Act, H.R. 5883/S.3029 Support of the Federal Retirement Fairness Act, H.R. 5995 Opposition to the Fiscal Commission Act, H.R. 5779 Opposition to the Fiscal Stability Act, S. 3262
Client expense: $7,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
No bill number. Discussed customer service at the Social Security Administration and funding. H.R. 8806, to direct the Comptroller General of the United States to carry out a study relating to the resiliency of Social Security and Medicare. H.R. 5779, the Fiscal Commission Act of 2023. No bill number. Discussed Social Security and the financial security of families. No bill number. Discussed Social Security overpayments. S. 597/H.R. 82, the Social Security Fairness Act of 2023. No bill number. Discussed garnishment of Social Security benefits for defaulted student loan debt. No bill number. Discussed Department of Labor Retirement Security Rule. S.J.Res.79 - A joint resolution providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.140 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 2020-02" H.J.Res.141 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemption 84-24" H.J.Res.142 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary" H.J.Res.143 - Providing for congressional disapproval of the rule submitted by the Department of Labor relating to "Amendment to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128" H.R.6007, the Retirement Investment in Small Employers Act. H.R. 6065/S.3102, the Retirement Savings for Americans Act of 2023. H.R. 7293, the Automatic IRA Act of 2024. H.R. 4924/S.2517, the Auto Reenroll Act of 2023. S. 3109/H.R. 8018, the Alleviating Barriers for Caregivers Act. No bill number. Discussed family caregiving and retirement. No bill number. Discussed Electronic Payroll Data to Improve Program Administration. H.R. 3206, the Senior Citizens Tax Elimination Act. H.R. 5342, the Equal Treatment of Public Servants Act. H.R. 4260, the Public Servants Protection and Fairness Act of 2023. H.R. 7697, the Dignity and Autonomy for Our Supplemental Security Income PNA Beneficiaries Act. S. 2767/H.R. 5408, the SSI Savings Penalty Elimination Act. H.R. 6858, the Social Security Overpayment Relief Act. No bill number. Discussed the long-term solvency of the Social Security trust funds. H.R. 6853, the SOS Act.
Client expense: $5,170,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), White House Office
2024 · first_quarter · Budget/Appropriations
1. Appropriations for the Social Security Administration 2. Administration FY 2024 budget provisions regarding budget proposals for the Social Security Administration, Centers for Medicare and Medicaid Services, and National Institutes of Health 3. Proposals to increase the debt limit of the United States 4. Appropriations for housing for older Americans 5. H.R. 2811, Limit, Save, Grow Act of 2023, entire bill 6. Proposals to create a commission to address issues regarding the debt and fiscal policies of the United States 7. Proposals to fund the federal government beyond October 1, 2023 8. Proposals regarding funding levels for Medicare low income assistance outreach 9. H.R. 5779, Fiscal Commission Act of 2023, entire bill 10. S. 3262, Fiscal Stability Act of 2023, entire bill
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
Support inclusion of language in administration budget proposal for fiscal year 2024 to protect federal retirement and health benefits, honor commitments to current and retired civil servants. Support adequate funding for the Office of Personnel Management's Retirement Services division, and modernization of operations. Support a 5.2 percent average, market rate federal pay increase for federal employees, at parity with the military pay raise, for calendar year 2024. Support lifting the debt limit to prevent a default on the U.S. government's financial obligations, including to federal employees and annuitants. Oppose policy rider language to House Financial Services and General Government appropriations bill which would prohibit TSP participants from investing in any mutual fund using environmental, social, and governance criteria as a basis for investment decisions. Support extension of government funding to avoid a lapse in appropriations and consequent government shutdown. Oppose amendment to House Financial Services and General Government Appropriations bill to defund implementation of proposed rule. Oppose the creation of a fiscal commission, per H.R. 5779/S.3262, and inclusion of such legislative language in fiscal year 2024 funding bills.
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of Personnel Management (OPM), President of the U.S., SENATE
2024 · first_quarter · Budget/Appropriations
- Continuing Appropriations Act, 2024 and other Extensions Act H.R. 4366 Senate/House - Coal and Energy Research &Development of 2024 No Bill# Senate/House - Coal CCS and Power Systems Program No Bill# Senate/House - DOE Fossil Energy and Carbon Management No Bill# Senate/House - FY 2024 Labor/HHS/Education S. 2624/H.R. 5894 Senate/House - Fiscal Commission Act of 2023 H.R. 5779 House - Fiscal Responsibility Act of 2023 H.R. 3746 Senate/House - Fiscal Stability Act of 2023 S. 3262 Senate - Legislative Branch Appropriations Act, 2024 S. 2302/H.R. 4364 Senate/House - UMWA Career Center//Training Programs No Bill# Senate/House/DOE/DOL
Client expense: $115,568 · Firm income: Not reported
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2024 · first_quarter · Retirement
Fiduciary Duty Rule related issues H.R.82/S.597, Social Security Fairness Act of 2023, Social Security Windfall Elimination Provision and Government Pension Offset H.R.3063, Retirement Fairness for Charities and Educational Institutions, Entirety Pension, ESG related issues H.R.5779, Fiscal Commission Act, Entirety Monitor the following: Social Security 2100, A Sacred Trust, Entirety S.393, Social Security Expansion Act, Entirety Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE and SHINE Act), Entirety Social Security Administration, FY2023, Budget issues SECURE 2.0 related issues
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
Appropriations, FY2024, Levels for programs at Department of Education; Policy Riders in all bills, and generally Fiscal Commission on the National Debt Public Law 118-47, Further Consolidated Appropriations Act, 2024, Division D - Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2024, Education related issues. Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2025, Education related issues. Public Law 118-47, Further Consolidated Appropriations Act, 2024, Division B - Financial Services and General Government Appropriations Act, FY2024, IRS funding related issues. H.R.5779, Fiscal Commission Act, Entirety Monitor the following: President Biden's Budget Proposal, FY2025, Provisions related to DC voucher; Early Learning and Care Programs; Tax policy; Labor, Career and Technical Education; Immigration; Broadband; Social Security and Democracy related issues Implementation of Public Law 117-169, Inflation Reduction Act, Broadband issues; Tax reform; and Tax related issues
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
Lobbied in support of funding government consistent with June budget agreement and in opposition to funding cut riders to FTC and DOJ Antitrust, specifically against language that would limit DOJ Antitrust's access to merger filing fees. Lobbied in opposition to H.R.5779 - Fiscal Commission Act of 2023; against inclusion of language in restricting USDA from finalizing rules strengthening Packers and Stockyards Act; and against inclusion of language that would restrict DOT's ability to review mergers in transportation sector.
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE
2024 · first_quarter · Government Issues
Social Security and Medicare Trust Fund Committees. The Fiscal Commission Act (H.R. 5779), the Fiscal Sustainability Act (S. 3262), the Sustainable Budget Act of 2022 (H.R. 710): Proposals to establish fiscal commissions to make recommendations that would likely include cuts to Social Security and Medicare benefits and would be fast-tracked through Congress outside of the regular legislative process.
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
HR 5779- Fiscal Commission Act of 2023 HR 710 Sustainable Budget Act S 3262- Fiscal Stability Act FY 2024 Domestic Supplemental request FY 2025 appropriations for Institute of Museum and Library Services (IMLS) HR 4366- Vehicle for six-bill minibus package FY 2024 & FY 2025 Appropriations- HUD funding for Public Housing Operating Fund; Public Housing Capital Fund; ROSS, FSS FY 2024 & FY 2025 Appropriations- East-West Center appropriations S 3827- Strategic Plan on Aging Act HR 5894, S 2462- FY 2024 Labor-HHS-Ed appropriations bill HR 2882- LHHS as included in omnibus HR 2872, HR 7463- Continuing Resolutions
Client expense: $690,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
H.R. 6585 - Bipartisan Workforce Pell Act H.R. 2882 - Further Consolidated Appropriations Act, 2024 H.R. 5779 - Fiscal Commission Act of 2023 H.R. 6287 - Success for Military Connected Students Act of 2023 S. 2755 - Success for Military Connected Students Act of 2023 S. 3262 - Fiscal Stability Act of 2023
Client expense: $780,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE