HEIRS Act of 2024

HR 1059, SECURE Notarization Act of 2023 HR 8127 Heirs Estate Inheritance Resolution and Succession Act of 2024

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 419 Revitalizing Downtowns Act H.R. 1321 More Homes on the Market Act H.R. 3238 Affordable Housing Credit Improvement Act of 2023 H.R. 3335 IRS eIVES Modernization and Anti-Fraud Act H.R. 3936 Tax Cuts for Working Families Act H.R. 3937 Small Business Jobs Act H.R. 3938 Build It in America Act H.R. 3940 Neighborhood Homes Investment Act H.R. 4721 Main Street Tax Certainty Act H.R. 6686 Workforce Housing Tax Credit Act S. 1557 Affordable Housing Credit Improvement Act of 2023 S. 1706 Main Street Tax Certainty Act S. 1805 Affordable Housing Bond Enhancement Act S. 1938 Middle Class Mortgage Insurance Premium Act of 2023 S. 657 NeighborhoodHomesInvestmentAct S. 680 DASH Act S. 3436 Workforce Housing Tax Credit Act H.R. 7024 The Tax Relief for American Families and Workers Act of 2024 S. 3940The First-Time Homebuyer Tax Credit Act of 2024 H.R. 8127 Heirs Estate Inheritance Resolution and Succession (HEIRS) Act of 2024 First Time Homeowner Savings Plan Act Housing tax credit issues

Client expense: $500,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5837: PROTECTING AMERICA'S PROPERTY RIGHTS ACT; PROVISIONS RELATED TO GOVERNMENT SPONSORED ENTERPRISES (GSE) TITLE INSURANCE AND OTHER REQUIREMENTS H.R. 8127: HEIRS ESTATE INHERITANCE RESOLUTION AND SUCCESSION ACT OF 2024; PROVISIONS RELATED TO TITLE TO HEIRS PROPERTY AND PARTITION OF HEIRS PROPERTY S. 2687: PROTECTING AMERICA'S PROPERTY RIGHTS ACT; PROVISIONS RELATED TO GOVERNMENT SPONSORED ENTERPRISES (GSE) TITLE INSURANCE AND OTHER REQUIREMENTS GENERAL DISCUSSIONS REGARDING GOVERNMENT SPONSORED ENTERPRISES (GSE) CREDIT UNDERWRITING GENERAL DISCUSSIONS REGARDING GOVERNMENT SPONSORED ENTERPRISES OVERSIGHT

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Availability and Affordability Conversations with the Senate Finance Committee and House Ways and Means Committee on tax credits to increase the affordable housing supply Communications with the House and Senate about housing supply and construction HR3507 - Yes In My Backyard Act HR6199 - Build More Housing Near Transit Act HR____ - Promote Affordable Housing Near Transit Act S.657 - Neighborhood Homes Investment Act S1668 - Yes In My Backyard Act S____ - Housing Supply and Affordability Act Discussions with the Senate about the discussion draft of the Renewing Opportunity in the American Dream (ROAD) to Housing Act S1557 - Affordable Housing Credit Improvement Act HR1321 - More Homes on the Market Act S4944 - Access to Homeownership Act Fair Housing Discussions with the House of Representatives and the Senate about reintroducing the HOME Investment Partnerships Act. Section 8 Housing Choice Voucher Program S.32 - Choice in Affordable Housing Act of 2023 Discussions with Senate offices about the Choice in Affordable Housing Act of 2023. FHA Loan Program Discussions with the House of Representatives and the Senate about the FHA Loan Program. Communication with the Federal Housing Administration urging policy actions to unlock a portion of inventory for buyers with FHA-insured loans. Loan Level Pricing Adjustments (LLPAs) HR3564 - Middle Class Borrower Protection Act of 2023 Discussions with the House of Representatives and the Senate about LLPAs. Converting Commercial Real Estate to Housing Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns and Main Streets Act HR9002. Rental Housing HR1087 - The DEPOSIT Act Communications with the House of Representatives, the Senate, the White House, and the Federal Housing Finance Agency (FHFA) about rental housing issues, including rent control, eviction laws, and the GSEs participation in the multifamily rental housing space. VA Programs HR4335 - To amend the National Housing Act to include information regarding VA home loans in the Informed Consumer Choice Disclosure required to be provided to prospective FHA borrowers. Discussions with the House of Representatives and the Senate about the VA Home Loan Guaranty Program. S3068 - The VA Home Loan Awareness Act HR___ - VA Housing Loan Forever Act HR8647 - To amend title 38, United States Code, to authorize the Secretary of Veterans Affairs to take certain actions to prevent or resolve a default of a housing loan guaranteed by the Secretary, and for other purposes. Heirs Property HR8127 - Heirs Estate Inheritance Resolution and Succession Act of 2024 HR8117 - Heirs Empowerment and Inheritance Rights Act of 2024 Communications with the Department of Veterans Affairs (VA) about the VA Guaranteed Home Loan Program asking the VA to revise its policies pertaining to fees veterans cannot pay when using their VA home loan benefit. Communications with the House and Senate urging them to pass appropriations to ensure continuity of VA housing programs. Rural Housing Programs Discussions with Senate offices about the USDA Rural Housing Service. Conversations with the Department of Housing and Urban Development (HUD) on the Housing Choice Voucher program (Section 8), fair housing, single and multifamily housing, the FHA Loan Program, rental housing issues, counseling, housing choice vouchers, HOME program, tenant protections. Discussions with the Consumer Financial Protection Bureau (CFPB) regarding tenant screening practices in rental housing, appraisal management companies (AMCs) appraisal independence. Conversations with the White House on rental housing issues, the Blueprint for a Tenants Bill of Rights, housing supply regulation, YIMBY (Yes in my backyard) Act and independent contractor issues. Communications with the Federal Trade Commission (FTC) about tenant screening practices in rental housing. Communications with the Federal Housing Finance Agency (FHFA) about condominium rules, LLPAs, appraisal issues, and rental housing issues. Communications with FHFA regarding its request for input on Federal Home Loan bank Core Mission Activities and Mission Achievement including that Federal Home Loan Banks were created and receive subsidies intended to help finance home purchases, there should be a minimum requirement for entrance into the system based on support for housing, there should be ongoing requirement to support housing for existing members, and there should be an expanded requirement to foster affordable housing. Communications with the House of Representatives regarding HUD programs, VA housing, and heirs property, the VA Home Loan Reform Act, the Congressional Real Estate Caucus, the Revitalizing Downtowns and Main Street Act, funding on housing programs for Fiscal Year 2025, Affordable Housing Credit Improvement Act to expand low income housing tax credit, More Homes on the Market Act to increase the tax exclusion of gain from the sale of a principal residence, and Neighborhood Homes Investment Act to attract private investment in building and rehabbing owner occupied business. Communications the Senate on reducing regulation barriers to housing, the S.3755 Respect State Housing Laws Act, and Access to Homeownership Act to require multifamily borrowers with federally backed multifamily mortgage loans to submit positive rental payments to certain consumer reporting agencies. Comment letter in response to the Federal Housing Administration's draft mortgagee letter updating their 203(k)-renovation loan program. Communications with the Department of Housing and Urban Development, Office of the Comptroller of the Currency, Federal Housing Finance Administration, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board, Consumer Financial Protection Bureau advocating for solutions to increase diversity, reduce bias, and maintain the public trust in the appraisal industry. Communications with the White House, Federal Communications Commission, Federal Trade Commission, National Economic Council, Department of Housing and Urban Development, Department of Agriculture in response to the Biden Administrations Fact Sheet on boosting housing supply highlighting the importance of not disincentivizing housing providers from participating in the rental housing market through over-regulation and in response to the Biden Administrations Fact Sheet on junk fees highlighting that fees in the rental housing industry are already regulated and serve an important function in providing safe and quality rental housing to renters. Communications with the White House, Senate, and House of Representatives on the rent cap proposal.

General education on the risks that unregulated alternative to title insurance. H.R. 5837, the Protecting America's Property Rights Act, whole bill S. 2687, the Protecting America's Property Rights Act, whole bill H.R. 8127, the Heirs Estate Inheritance Resolution and Succession Act, whole bill. S 4899, the Heirs Estate Inheritance Resolution and Succession Act, whole bill Reintroduction of the Good Documentation and Enforcement of Estate (GOOD) Deeds Act, establishing a grant program to combat deed fraud. General education on deed fraud and seller impersonation fraud. S. 1212, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; whole bill General education on non-title recorded agreements for personal services; no bill introduced. General education related to restrictions on foreign ownership of U.S. real estate. General education related to the FHFA Title Acceptance Pilot Program. S.3720, Preserving Pathways to Homeownership Act of 2024 Federal Insurance Office Roundtable on title insurance.

Client expense: $460,000 · Firm income: Not reported

H.R. 5837: PROTECTING AMERICA'S PROPERTY RIGHTS ACT; PROVISIONS RELATED TO GOVERNMENT SPONSORED ENTERPRISES (GSE) TITLE INSURANCE AND OTHER REQUIREMENTS H.R. 8127: HEIRS ESTATE INHERITANCE RESOLUTION AND SUCCESSION ACT OF 2024; PROVISIONS RELATED TO HEIRS PROPERTY S. 2687: PROTECTING AMERICA'S PROPERTY RIGHTS ACT; PROVISIONS RELATED TO GOVERNMENT SPONSORED ENTERPRISES (GSE) TITLE INSURANCE AND OTHER REQUIREMENTS GENERAL DISCUSSIONS REGARDING GOVERNMENT SPONSORED ENTERPRISES CREDIT UNDERWRITING GENERAL DISCUSSIONS REGARDING GOVERNMENT SPONSORED ENTERPRISES OVERSIGHT

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Housing Availability and Affordability Conversations with the Senate Finance Committee and House Ways and Means Committee on tax credits to increase the affordable housing supply Communications with the House and Senate about housing supply and construction HR3507 - Yes In My Backyard Act HR6199 - Build More Housing Near Transit Act HR____ - Promote Affordable Housing Near Transit Act S.657 - Neighborhood Homes Investment Act S1668 - Yes In My Backyard Act S____ - Housing Supply and Affordability Act Discussions with the Senate about the discussion draft of the Renewing Opportunity in the American Dream (ROAD) to Housing Act Fair Housing Discussions with the House of Representatives and the Senate about reintroducing the HOME Investment Partnerships Act. Section 8 Housing Choice Voucher Program S.32 - Choice in Affordable Housing Act of 2023 Discussions with Senate offices about the Choice in Affordable Housing Act of 2023. FHA Loan Program Discussions with the House of Representatives and the Senate about the FHA Loan Program. Communication with the Federal Housing Administration urging policy actions to unlock a portion of inventory for buyers with FHA-insured loans. Loan Level Pricing Adjustments (LLPAs) HR3564 - Middle Class Borrower Protection Act of 2023 Discussions with the House of Representatives and the Senate about LLPAs. Converting Commercial Real Estate to Housing Conversations with the House and Senate about tax incentives for converting commercial real estate to affordable housing. Conversations with the House of Representatives about the Revitalizing Downtowns Act. Rental Housing HR1087 - The DEPOSIT Act Communications with the House of Representatives, the Senate, the White House, and the Federal Housing Finance Agency (FHFA) about rental housing issues, including rent control, eviction laws, and the GSEs participation in the multifamily rental housing space. VA Programs HR4335 - To amend the National Housing Act to include information regarding VA home loans in the Informed Consumer Choice Disclosure required to be provided to prospective FHA borrowers. Discussions with the House of Representatives and the Senate about the VA Home Loan Guaranty Program. S3068 - The VA Home Loan Awareness Act HR___ - VA Housing Loan Forever Act HR8647 - To amend title 38, United States Code, to authorize the Secretary of Veterans Affairs to take certain actions to prevent or resolve a default of a housing loan guaranteed by the Secretary, and for other purposes. Heirs Property HR8127 - Heirs Estate Inheritance Resolution and Succession Act of 2024 HR8117 - Heirs Empowerment and Inheritance Rights Act of 2024 Communications with the Department of Veterans Affairs (VA) about the VA Guaranteed Home Loan Program asking the VA to revise its policies pertaining to fees veterans cannot pay when using their VA home loan benefit. Communications with the House and Senate urging them to pass appropriations to ensure continuity of VA housing programs. Rural Housing Programs Discussions with Senate offices about the USDA Rural Housing Service. Conversations with the Department of Housing and Urban Development (HUD) on the Housing Choice Voucher program (Section 8), fair housing, single and multifamily housing, the FHA Loan Program, rental housing issues, counseling, housing choice vouchers, HOME program, tenant protections. Discussions with the Consumer Financial Protection Bureau (CFPB) regarding tenant screening practices in rental housing, appraisal management companies (AMCs) appraisal independence. Conversations with the White House on rental housing issues, the Blueprint for a Tenants Bill of Rights, housing supply regulation, YIMBY (Yes in my backyard) Act and independent contractor issues. Communications with the Federal Trade Commission (FTC) about tenant screening practices in rental housing. Communications with the Federal Housing Finance Agency (FHFA) about condominium rules, LLPAs, appraisal issues, and rental housing issues. Communications with the House of Representatives regarding HUD programs, VA housing, and heirs property, the VA Home Loan Reform Act, the Congressional Real Estate Caucus, the Revitalizing Downtowns and Main Street Act, and funding on housing programs for Fiscal Year 2025. Communications the Senate on reducing regulation barriers to housing and the S.3755 Respect State Housing Laws Act. Comment letter in response to the Federal Housing Administration's draft mortgagee letter updating their 203(k)-renovation loan program. Communications with the Department of Housing and Urban Development, Office of the Comptroller of the Currency, Federal Housing Finance Administration, National Credit Union Administration, Federal Deposit Insurance Corporation, Federal Reserve Board, Consumer Financial Protection Bureau advocating for solutions to increase diversity, reduce bias, and maintain the public trust in the appraisal industry. Communications with the White House, Federal Communications Commission, Federal Trade Commission, National Economic Council, Department of Housing and Urban Development, Department of Agriculture in response to the Biden Administrations Fact Sheet on boosting housing supply highlighting the importance of not disincentivizing housing providers from participating in the rental housing market through over-regulation and in response to the Biden Administrations Fact Sheet on junk fees highlighting that fees in the rental housing industry are already regulated and serve an important function in providing safe and quality rental housing to renters.

H.R. 419 Revitalizing Downtowns Act H.R. 1321 More Homes on the Market Act H.R. 3238 Affordable Housing Credit Improvement Act of 2023 H.R. 3335 IRS eIVES Modernization and Anti-Fraud Act H.R. 3936 Tax Cuts for Working Families Act H.R. 3937 Small Business Jobs Act H.R. 3938 Build It in America Act H.R. 3940 Neighborhood Homes Investment Act H.R. 4721 Main Street Tax Certainty Act H.R. 6686 Workforce Housing Tax Credit Act S. 1557 Affordable Housing Credit Improvement Act of 2023 S. 1706 Main Street Tax Certainty Act S. 1805 Affordable Housing Bond Enhancement Act S. 1938 Middle Class Mortgage Insurance Premium Act of 2023 S. 657 NeighborhoodHomesInvestmentAct S. 680 DASH Act S. 3436 Workforce Housing Tax Credit Act H.R. 7024 The Tax Relief for American Families and Workers Act of 2024 S. 3940The First-Time Homebuyer Tax Credit Act of 2024 H.R. 8127 Heirs Estate Inheritance Resolution and Succession (HEIRS) Act of 2024 Housing tax credit issues

Client expense: $900,000 · Firm income: Not reported

General education on the risks that unregulated alternative to title insurance. H.R. 5837, the Protecting America's Property Rights Act, whole bill S. 2687, the Protecting America's Property Rights Act, whole bill H.R. 8127, the Heirs Estate Inheritance Resolution and Succession Act, whole bill. Potential reintroduction of the Good Documentation and Enforcement of Estate (GOOD) Deeds Act, establishing a grant program to combat deed fraud. H.R. 1059, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2023; whole bill. S. 1212, the Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act; whole bill Proposals related to commercial real estate troubled debt restructurings; no bill introduced General education on non-title recorded agreements for personal services; no bill introduced. General education related to restrictions on foreign ownership of U.S. real estate. General education related to the FHFA Title Acceptance Pilot Program. S.3720 - Preserving Pathways to Homeownership Act of 2024 General education related to a proposed roundtable on title insurance with the Federal Insurance Office.

Client expense: $340,000 · Firm income: Not reported