Credit for Caring Act of 2025

Enhanced tax credits for caregiving & EITC for older workers. H.R. 2036/S. 925 - Credit for Caring Act of 2025. H.R. 138/S. 1565 - Lowering Costs for Caregivers.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Engaging members to identify opportunities across programs and policies to expand support for caregivers, including federal paid leave. H.R.2036/S.925 - Credit for Caring Act of 2025. H.R.138/S.1565 - Lowering Costs for Caregivers Act of 2025. Track Implementation of H.R. 1 [Public Law No. 119-21].

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1151, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; S.756, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; H.R.1812, Care Across Generations Act, to establish grants for long-term care facilities to co-locate or partner with childcare centers for intergenerational activities; H.R.1177, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.492, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.473, Social Engagement and Network Initiatives for Older Relief (SENIOR) Act, to promote senior socialization and combat isolation; H.R.2036, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.925, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.852, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2036, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2572, Start Applying Labor Transparency (SALT) Act, to increase transparency by requiring unions to register salts with the Department of Labor (DOL); H.R.3000, Caring for Seniors Act, to increase affordability of assisted living and invest in workforce development programs; H.R.1, One Big Beautiful Bill Act, to establish tax-savings programs to help seniors afford long-term care and to promote workforce development programs; H.R.138, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.1565, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.2762, Supporting Our Seniors Act, to establish a National Advisory Commission on long-term care services for seniors and individuals in need of support for activities of daily living; S.2120, Older Americans Act Reauthorization Act, to reauthorize the Older Americans Act and support programs to address social isolation and loneliness; H.R.5031, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; S.2699, Geriatrics Workforce Improvement Act, to reauthorize the Geriatrics Workforce Enhancement Program and Geriatrics Academic Career Awards; H.R.4393, Dignity for Immigrants while Guarding our Nation to Ignite and Deliver the American Dream Act, to promote comprehensive immigration reform to help support the foreign-born workforce needed across long-term care and other sectors; H.R.6231, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3265, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3159, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; H.R.5494, Essential Workers for Economic Advancement Act, to create a new H-2C nonimmigrant visa program for positions have gone unfilled in essential industries, such as health care and long-term care; H.R. 664421st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; S. 2651, 21st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; H.R. 5408, Faster Labor Contracts Actto promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector; S. 844, Faster Labor Contracts Act, to promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector; H.R. 1689, TPS Extension Act, to designate Haiti for temporary protected status through April 2029; S. 4386, ADVICE Act, to allow states and apprenticeship sponsors to collect and analyze key data on wages, retention, and completion rates; S. 4409, START Act, to accelerate the registration process for new apprenticeship programs; H. Res. 1299, 21st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; H.R. 8662, Assisted Living Affordability, Choice, Community, Empowerment, Savings and Support Act (ACCESS Act), to address concerns that would reduce access to senior housing and impose federal regulatory oversight; S. 4479, Assisted Living Affordability, Choice, Community, Empowerment, Savings and Support Act (ACCESS Act), to address concerns that would reduce access to senior housing and impose federal regulatory oversight; S. 2120, Older Americans Act Reauthorization Act, to reauthorize key senior legislation, including a new White House Conference on Aging, multigenerational engagement activities, and initiatives addressing social isolation.

Client expense: $45,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

Credit for Caregiving Act (H.R. 2036 and S. 925), The Multigenerational Caregiving Data Act (H.R. 8792 / S. 4513), The Essential Caregivers Act of 2026 (H.R. 9641/S. 3492, OMB Federal Financial Assistance Rule)

Client expense: $46,949 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the following: H.R. 7148 - Consolidated Appropriations Act, 2026 (implementation of hospice telehealth provisions) FY 2027 Hospice Proposed Rule H.R. 7966 / S. 4118 - Hospice CARE Act of 2026 H.R. 7199 - Gerald's Law Act S. 3898 - Gerald's Law Reauthorization Act of 2026 H.R. 4425 / S. 2287 - Palliative Care and Hospice Education and Training Act S. 1935 - Expanding Access to Palliative Care Act H.R. 8375 / S. 4384 - Medicare Advantage Improvement Act of 2026 H.R. 8883 - Protecting Seniors and Stopping Fraudsters Act Home Health and Hospice Nationwide Moratoria Hospice Service and Spending Variation Index (SSVI) CY 2027 Home Health Proposed Rule - Payment and Provider Enrollment H.R. 2036/S. 925- Credit for Caring Act H.R. 5514 / S. 2562 - Choose Home Care Act of 2021 (not introduced in current Congress)

Client expense: $620,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

- H.R. 6231 / S. 3265 - Improve and Enhance the Work Opportunity Tax Credit Act - H.R. 2036 / S. 925 - Credit for Caring Act - H.R. 1321 / S. 3332 - More Homes on the Market Act - H.R. 8626 - Workforce Housing Tax Credit Act - H.R. 9064 - Nest Egg Protection Act

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1177/S. 492, the Improve and Enhance the Work Opportunity Tax Credit Act H.R. 2036/S. 925, the Credit for Caring Act H.R. 2320, the Mobility Means Freedom Tax Credit Act H.R. 2749/S. 1315, to amend the Internal Revenue Code of 1986 to provide a refundable credit for certain home accessibility improvements House Draft, allowing military death gratuities and Servicemembers' Group Life Insurance (SGLI) benefits to be contributed to a Roth IRA or Coverdell Education Savings Account

Client expense: $105,716 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax policy related to financial support for family caregivers and individuals with chronic conditions, including advocacy to reduce out-of-pocket costs and improve affordability of care. The Lowering Costs for Caregivers Act (S. 1565 / H.R. 138), including advocacy related to expanding the use of tax-advantaged health accounts (including HSAs, FSAs, and HRAs) to cover medical expenses for family caregivers and improving affordability of care. The Credit for Caring Act of 2025 (S. 925 / H.R. 2036), including advocacy related to providing a nonrefundable tax credit to offset caregiving expenses for working family caregivers.

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2036, S. 925 Credit for Caring Act H.R. 1151/S. 756 Freedom to Invest in Tomorrows Workforce Act Preservation of tax exemption for associations and charitable organizations in budget reconciliation H.R. 5145, Bipartisan Premium Tax Credit Extension Act Health care tax credits S. 1565/H.R. 138 Lowering Costs for Caregivers Act of 2025

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Financial Services and General Government Appropriations Bill: HR 8495 CONNECT for Health Act: HR 4206 / S 1261 Alzheimers Screening and Prevention Act of 2025: HR 6130 / S 3267 Credit for Caring Act of 2025: HR 2036 / S 925 Lowering Costs for Caregivers Act: HR 138 / S 1565 Geralds Law Act: HR 7199 Bringing Oversight to Washington and Safety to Every Resident Act: HR 1089 / S 440 (oppose) Palliative Care and Hospice Education and Training Act: HR 4425 / S 2287 Hospice CARE Act of 2026: HR 7966 / S 4118 Expanding Access to Palliative Care Act: S 1935 Legacy Act of 2025: HR 5861 MAP for Care Act: HR 6721 / S 3473 DC Home Rule Act amendment (the bill has no title; it would block DC from permitting medical aid in dying): HR 7196 Patient Access to End of Life Care Act: no number yet (pending introduction) Compassionate Care Act: no number yet (pending introduction) Health Equity and Accountability Act: no number yet (pending introduction) VA CAREERS Act: no number yet (pending introduction)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1 - One Big Beautiful Bill Act (implementation) H.R. 1509 - Accelerating Kids' Access to Care Act of 2025 H.R. 2036 - Credit for Caring Act of 2025 H.R. 2079 - Insurance Fraud Accountability Act H.R. 2320 - Mobility Means Freedom Tax Credit Act H.R. 2560 - Lifespan Respite Care Reauthorization Act of 2025 H.R. 3417 - Websites and Software Applications Accessibility Act of 2025 H.R. 3514 - Improving Seniors' Timely Access to Care Act of 2025 H.R. 3907 - ENROLL Act of 2025 H.R.4317 - PBM Reform Act of 2025 H.R.5081 - Telehealth Modernization Act H.R. 5940, the Seniors Deserve Streamlined Medical Approvals for Timely, Efficient, Recovery (SMARTER) Care Act of 2025 H.R.6183 - To amend the Internal Revenue Code of 1986 to reform certain rules related to health savings accounts. H.R.6837 - To amend the Employee Retirement Income Security Act of 1974 to ensure that pharmacy benefit managers are considered fiduciaries, and for other purposes. H.R. 8270: Every Dollar Counts Act of 2026 S. 752 - Accelerating Kids' Access to Care Act S. 830 - Lifespan Respite Care Reauthorization Act of 2025 S. 925 - Credit for Caring Act of 2025 S. 976 - Insurance Fraud Accountability Act S. 1816 - Improving Seniors' Timely Access to Care Act of 2025 S. 2024 - ENROLL Act of 2025 S. 3549 - PBM FAIR Act S. 3386 - Health Care Freedom for Patients Act of 2025 Submitted comments to Department of Labor on its proposed rule: Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure. Submitted comments to the Food and Drug Administration (FDA) on the Impacts of Patient-Focused Drug Development Meetings. The comments emphasized the meetings are of critical importance for capturing meaningful, disease-specific patient input at scale.

Client expense: $66,189 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

H.R. 169: Prevent Family Fire Act provides a tax credit for retailers to incentivize the sale of safe storage devices for firearms. S. 46/H.R. 247: Health Care Affordability Act of 2025 expands access to tax credits by eliminating income caps and adjusting premium percentages. -- S. 1676/ HR 3308: RETAIN Act introduces a refundable tax credit to retain educators and school leaders in high-need areas S. 925/H.R. 2036: Credit for Caring Act of 2025 creates a tax credit for working family caregivers. H.R. 1582: Volunteer Driver Tax Appreciation Act of 2025: increase the charitable mileage rate to match the business travel for certain charitable activities. HR 5145: Bipartisan Premium Tax Credit Extension Act, extends enhances premium tax credits and expanded eligibility for health insurance subsides through 2026

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- H.R. 1177 - Improve and Enhance the Work Opportunity Tax Credit Act - H.R. 2036 / S. 925 - Credit for Caring Act - H.R. 1321 / S. 3332 - More Homes on the Market Act - H.R. 8626 - Workforce Housing Tax Credit Act - H.R. 9064 - Nest Egg Protection Act

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2036/S. 925 - Credit for Caring Act of 2025 - All provisions. H.R. 138/S.1565 - Lowering Costs for Caregivers Act - All provisions Clinical Trial Tax Credit (Draft legislation) - All provisions. H.R. 2320 - Mobility Means Freedom Tax Credit Act - All provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1151, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; S.756, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; H.R.1812, Care Across Generations Act, to establish grants for long-term care facilities to co-locate or partner with childcare centers for intergenerational activities; H.R.1177, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.492, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.473, Social Engagement and Network Initiatives for Older Relief (SENIOR) Act, to promote senior socialization and combat isolation; H.R.2036, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.925, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.852, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2036, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2572, Start Applying Labor Transparency (SALT) Act, to increase transparency by requiring unions to register salts with the Department of Labor (DOL); H.R.3000, Caring for Seniors Act, to increase affordability of assisted living and invest in workforce development programs; H.R.1, One Big Beautiful Bill Act, to establish tax-savings programs to help seniors afford long-term care and to promote workforce development programs; H.R.138, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.1565, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.2762, Supporting Our Seniors Act, to establish a National Advisory Commission on long-term care services for seniors and individuals in need of support for activities of daily living; S.2120, Older Americans Act Reauthorization Act, to reauthorize the Older Americans Act and support programs to address social isolation and loneliness; H.R.5031, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; S.2699, Geriatrics Workforce Improvement Act, to reauthorize the Geriatrics Workforce Enhancement Program and Geriatrics Academic Career Awards; H.R.4393, Dignity for Immigrants while Guarding our Nation to Ignite and Deliver the American Dream Act, to promote comprehensive immigration reform to help support the foreign-born workforce needed across long-term care and other sectors; H.R.6231, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3265, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3159, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; H.R.5494, Essential Workers for Economic Advancement Act, to create a new H-2C nonimmigrant visa program for positions have gone unfilled in essential industries, such as health care and long-term care; H.R. 664421st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; S. 2651, 21st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; H.R. 5408, Faster Labor Contracts Actto promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector; S. 844, Faster Labor Contracts Act, to promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector; H.R. 1689, TPS Extension Act, to designate Haiti for temporary protected status through April 2029; S. 4386, ADVICE Act, to allow states and apprenticeship sponsors to collect and analyze key data on wages, retention, and completion rates; S. 4409, START Act, to accelerate the registration process for new apprenticeship programs; H. Res. 1299, 21st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; H.R. 8662, Assisted Living Affordability, Choice, Community, Empowerment, Savings and Support Act (ACCESS Act), to address concerns that would reduce access to senior housing and impose federal regulatory oversight; S. 4479, Assisted Living Affordability, Choice, Community, Empowerment, Savings and Support Act (ACCESS Act), to address concerns that would reduce access to senior housing and impose federal regulatory oversight.

Client expense: $45,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

Engaging members to identify opportunities across programs and policies to expand support for caregivers, including federal paid leave. H.R.2036/S.925 - Credit for Caring Act of 2025. Track Implementation of H.R. 1 [Public Law No. 119-21].

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Develop and execute a government relations strategy relating to legislative and regulatory home care issues. Tax issues relating to home care services and care Lowering Costs for Caregivers Act of 2025 (H.R. 138); Ensuring Access to Affordable and Quality Home Care for Seniors and People with Disabilities Act (H.R. 2304); Credit for Caring Act of 2025 (S. 925; H.R. 2036); Lowering Costs for Caregivers Act (H.R. 138); S. 1920, the Continuous Skilled Nursing Quality Improvement Act; H.R. 6592, the Continuous Skilled Nursing Quality Improvement Act; S. 156 Lowering Costs for Caregivers Act

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 1177/S. 492, the Improve and Enhance the Work Opportunity Tax Credit Act H.R. 2036/S. 925, the Credit for Caring Act H.R. 2320, the Mobility Means Freedom Tax Credit Act H.R. 2749/S. 1315, to amend the Internal Revenue Code of 1986 to provide a refundable credit for certain home accessibility improvements House Draft, allowing military death gratuities and Servicemembers' Group Life Insurance (SGLI) benefits to be contributed to a Roth IRA or Coverdell Education Savings Account

Client expense: $112,137 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhanced tax credits for caregiving & EITC for older workers. H.R. 2036/S. 925 - Credit for Caring Act of 2025. H.R. 138/S. 1565 - Lowering Costs for Caregivers.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax policy related to financial support for family caregivers and individuals with chronic conditions, including advocacy to reduce out-of-pocket costs and improve affordability of care. The Lowering Costs for Caregivers Act (S. 1565 / H.R. 138), including advocacy related to expanding the use of tax-advantaged health accounts (including HSAs, FSAs, and HRAs) to cover medical expenses for family caregivers and improving affordability of care. The Credit for Caring Act of 2025 (S. 925 / H.R. 2036), including advocacy related to providing a nonrefundable tax credit to offset caregiving expenses for working family caregivers.

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2036, S. 925 Credit for Caring Act H.R. 1151/S. 756 Freedom to Invest in Tomorrows Workforce Act Preservation of tax exemption for associations and charitable organizations in budget reconciliation H.R. 5145, Bipartisan Premium Tax Credit Extension Act Health care tax credits S. 1565/H.R. 138 Lowering Costs for Caregivers Act of 2025

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 8792/S.4513: Multigenerational Caregivers Data Act HR 6766/S3492: Essential Caregivers Act HR 2036/S 925 Credit for Caring Act Docket No. FDA-2026-P-3666-0001: Requests that the FDA codify, regularize, and transparently administer a principle the Agency already recognizes in practice: that the adequacy of an investigation in rare diseases cannot be determined by default assumptions alone. It does not ask FDA to invent a new principle or apply distinct evidentiary thresholds or concessions to rare disease research programs. Drug Repurposing for Unmet Medical Needs; Request for Information (FDA-2026-N-4492) Impacts of Patient-Focused Drug Development Meetings; Establishment of a Public Docket; Request for Information and Comment (FDA-2026-N-3947)

Client expense: Not reported · Firm income: $45,000

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

HR 2036 HEALTHY BRAINS Act NOT-OD-26-047: Inviting Comments and Suggestions on a Framework for the NIH-Wide Strategic Plan for Fiscal Years 2027-2031

Client expense: Not reported · Firm income: $45,000

Government targets: HOUSE OF REPRESENTATIVES, Natl Institutes of Health (NIH), SENATE

Pharmacy Benefit Manager Transparency Act of 2025 - S.526; Credit for Caring Act of 2025 - H.R. 2036.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1 - One Big Beautiful Bill Act H.R. 1509 - Accelerating Kids' Access to Care Act of 2025 H.R. 2036 - Credit for Caring Act of 2025 H.R. 2079 - Insurance Fraud Accountability Act H.R. 2320 - Mobility Means Freedom Tax Credit Act H.R. 2560 - Lifespan Respite Care Reauthorization Act of 2025 H.R. 3417 - Websites and Software Applications Accessibility Act of 2025 H.R. 3514 - Improving Seniors' Timely Access to Care Act of 2025 H.R. 3907 - ENROLL Act of 2025 H.R.4317 - PBM Reform Act of 2025 H.R.5081 - Telehealth Modernization Act H.R. 5940, the Seniors Deserve Streamlined Medical Approvals for Timely, Efficient, Recovery (SMARTER) Care Act of 2025 H.R.6183 - To amend the Internal Revenue Code of 1986 to reform certain rules related to health savings accounts. H.R.6837 - To amend the Employee Retirement Income Security Act of 1974 to ensure that pharmacy benefit managers are considered fiduciaries, and for other purposes. S. 752 - Accelerating Kids' Access to Care Act S. 830 - Lifespan Respite Care Reauthorization Act of 2025 S. 925 - Credit for Caring Act of 2025 S. 976 - Insurance Fraud Accountability Act S. 1816 - Improving Seniors' Timely Access to Care Act of 2025 S. 2024 - ENROLL Act of 2025 S. 3549 - PBM FAIR Act S. 3386 - Health Care Freedom for Patients Act of 2025 Joined a coalition comment letter in response to the HHS Notice of Benefit and Payment Parameters for 2027 proposed rule. These comments focused on key proposals related to enrollees in need of, the essential health benefit (EHB) category of rehabilitation and habilitation services and devices.

Client expense: $77,400 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Pharmacy Benefit Manager Transparency Act of 2025 - S.526; Credit for Caring Act of 2025 - H.R. 2036.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Alleviating Barriers for Caregivers (House and Senate), S. 1227/H.R. 2491. Reauthorization of C.W. Bill Young Cell Transplantation Program (House and Senate), H.R. 5160/S. 4109. Accelerating Kids Access to Care Act (House and Senate), S. 752/H.R. 1509. Credit for Caring Act (House and Senate), S. 925/H.R. 2036. Sickle Cell Disease Comprehensive Care Act (House and Senate), H.R. 5178/S. 721. Lowering Costs for Caregives Act (House and Senate), S. 1565/H.R. 138.

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1151, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; S.756, Freedom To Invest in Tomorrow's Workforce Act, to expand eligible uses of education savings accounts for career development; H.R.1812, Care Across Generations Act, to establish grants for long-term care facilities to co-locate or partner with childcare centers for intergenerational activities; H.R.1177, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.492, Improve and Enhance the Work Opportunity Tax Credit Act, to update the WOTC, increase the credit percentages and add additional credits for employers; S.473, Social Engagement and Network Initiatives for Older Relief (SENIOR) Act, to promote senior socialization and combat isolation; H.R.2036, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.925, Credit for Caring Act, to establish a tax credit for family caregivers of up to $5,000 to help offset long-term care expenses; S.852, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2036, Protecting the Right to Organize (PRO) Act, to prevent legislation that would exacerbate workforce challenges among senior living providers; H.R.2572, Start Applying Labor Transparency (SALT) Act, to increase transparency by requiring unions to register salts with the Department of Labor (DOL); H.R.3000, Caring for Seniors Act, to increase affordability of assisted living and invest in workforce development programs; H.R.1, One Big Beautiful Bill Act, to establish tax-savings programs to help seniors afford long-term care and to promote workforce development programs; H.R.138, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.1565, Lowering Costs for Caregivers Act, to allow health savings accounts and flexible spending accounts to be used by adult children on medical expenses for their parents; S.2762, Supporting Our Seniors Act, to establish a National Advisory Commission on long-term care services for seniors and individuals in need of support for activities of daily living; S.2120, Older Americans Act Reauthorization Act, to reauthorize the Older Americans Act and support programs to address social isolation and loneliness; H.R.5031, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; S.2699, Geriatrics Workforce Improvement Act, to reauthorize the Geriatrics Workforce Enhancement Program and Geriatrics Academic Career Awards; H.R.4393, Dignity for Immigrants while Guarding our Nation to Ignite and Deliver the American Dream Act, to promote comprehensive immigration reform to help support the foreign-born workforce needed across long-term care and other sectors; H.R.6231, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3265, Improve and Enhance the Work Opportunity Tax Credit Act, to extend and modernize the Work Opportunity Tax Credit to address workforce shortages; S.3159, Preserving Patient Access to Long-Term Care Pharmacies Act, to establish a temporary fee for LTC pharmacies to mitigate impacts of the Medicare Part D drug negotiation program; H.R.5494, Essential Workers for Economic Advancement Act, to create a new H-2C nonimmigrant visa program for positions have gone unfilled in essential industries, such as health care and long-term care; H.R. 664421st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; S. 2651, 21st Century ROAD to Housing Act, to clarify provisions that could threaten the viability of existing seniors housing units; H.R. 5408, Faster Labor Contracts Actto promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector; S. 844, Faster Labor Contracts Act, to promote voluntary agreements, worker choice, and free enterprise, and prevent mandatory arbitration in the private sector.

Client expense: $75,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

- H.R. 1177 - Improve and Enhance the Work Opportunity Tax Credit Act - H.R. 2036 / S. 925 - Credit for Caring Act - H.R. 2082 - Well-Being Insurance for Seniors to be at Home (WISH) Act - H.R. 1321 / S. 3332 - More Homes on the Market Act

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 925/H.R. 2036, the Credit for Caring Act. S. 1565/H.R. 138, the Lowering Costs for Caregivers Act. Public Law 119-21, the One, Big, Beautiful Bill Act. S. 1831, Auto Reenroll Act. S. 1840, the Retirement Investment in Small Employers Act. S. 1773/ H.R. 3469, the Tax Relief for Victims of Crimes, Scams, and Disasters Act. H.R. 2972, the EITC for Older Workers Act. H.R. 1340, the More Homes on the Market Act. HR. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed paper tax refund checks. No bill number. Discussed advance premium tax credit for Marketplace health plans. No bill number. Discussed family caregiver tax credit bill. No bill number. Discussed health savings accounts. No bill number. Discussed tax policy. No bill number. Discussed retirement policy.

Client expense: $3,830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

S. 925/H.R. 2036, Credit for Caring Act. S. 1565/H.R. 138, Lowering Costs for Caregivers Act. S. 3439/H.R. 6735, Connecting Caregivers to Medicare Act. S. 1227/H.R. 2491, Alleviating Barriers for Caregivers Act. P.L. 119-21, One Big Beautiful Bill Act. S. 830/H.R. 2560, the Lifespan Respite Care Reauthorization Act. H.R. 3089, the More Paid Leave for More Americans Act. H.R. 8100, the Safe Staffing Saves Lives Act. S. 3886, the Nurses Belong in Nursing Homes Act. H.R. 6766/S. 3492, the Essential Caregivers Act of 2025. H.R. 7966/S. 4118, the Hospice Care Accountability, Reform, and Enforcement (Hospice CARE) Act S.2120, the Older Americans Act Reauthorization Act of 2025. H.R. 5575, the Firefighters Assisting Seniors to Emergency Response (FASTER) Act of 2025. H.R. 7567, the Farm, Food, and National Security Act of 2026. HR 1538, the Delivering for Rural Seniors Act of 2025. H.R. 1782, the Supporting all Healthy Options when Purchasing Produce (SHOPP) Act of 2025. S. 2237/H.R. 4313, the Hospital Inpatient Services Modernization Act. No bill number. Discussed paid leave for family caregivers. No bill number. Discussed support for family caregivers. No bill number. Discussed minimum staffing standards for long-term care facilities. No bill number. Discussed the Senior Hunger Prevention Act. No bill number. Discussed Nursing Home staffing standards, safety, and quality. No bill number. Discussed Nursing home transparency and ownership requirements. No bill number. Discussed SNAP, TEFAP, OAA nutrition programs, senior nutrition and food security. No bill number. Discussed home health, hospice, and long-term care. No bill number. Discussed falls prevention. No bill number. Discussed social isolation. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements and Data Strategy for Family Caregiver Verification. No bill number. Discussed fraud in Medicare and Medicaid, long-term services and supports, and home and community-based services. No bill number. Discussed research and data on family caregivers. No bill number. Discussed Medicare Comprehensive Regulations to Uncover Suspicious Healthcare (CRUSH). No bill number Discussed the direct care workforce. No bill number. Discussed family caregiver exemption from Medicaid community engagement requirements. No bill number. Discussed falls prevention. No bill number. Discussed health at home. No bill number. Discussed the National Strategy to Support Family Caregivers. No bill number. Discussed the Older Americans Act reauthorization. No bill number. Discussed Medicaid HCBS waivers. No bill number. Discussed the health care workforce. No bill number. Discussed end-of-life. No bill number. Discussed Assisting Caregivers Today (ACT) Caucus. No bill number. Discussed long-term care affordability. No bill number. Discussed long-term care.

Client expense: $3,830,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office

Enhanced tax credits for caregiving & EITC for older workers. H.R. 2036/S. 925 - Credit for Caring Act of 2025.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Develop and execute a government relations strategy relating to legislative and regulatory home care issues. Tax issues relating to home care services and care Lowering Costs for Caregivers Act of 2025 (H.R. 138); Ensuring Access to Affordable and Quality Home Care for Seniors and People with Disabilities Act (H.R. 2304); Credit for Caring Act of 2025 (S. 925; H.R. 2036); Lowering Costs for Caregivers Act (H.R. 138); S. 1920, the Continuous Skilled Nursing Quality Improvement Act; H.R. 6592, the Continuous Skilled Nursing Quality Improvement Act; S. 156 Lowering Costs for Caregivers Act

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 2036, S. 925 Credit for Caring Act H.R. 1151/S. 756 Freedom to Invest in Tomorrows Workforce Act Preservation of tax exemption for associations and charitable organizations in budget reconciliation H.R. 5145, Bipartisan Premium Tax Credit Extension Act Health care tax credits S. 1565/H.R. 138 Lowering Costs for Caregivers Act of 2025

Client expense: $580,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Engaging members to identify opportunities across programs and policies to expand support for caregivers, including federal paid leave. H.R.2036/S.925 - Credit for Caring Act of 2025.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 169: Prevent Family Fire Act provides a tax credit for retailers to incentivize the sale of safe storage devices for firearms. S. 46/H.R. 247: Health Care Affordability Act of 2025 expands access to tax credits by eliminating income caps and adjusting premium percentages. -- S. 1676/ HR 3308: RETAIN Act introduces a refundable tax credit to retain educators and school leaders in high-need areas S. 925/H.R. 2036: Credit for Caring Act of 2025 creates a tax credit for working family caregivers. H.R. 1582: Volunteer Driver Tax Appreciation Act of 2025: increase the charitable mileage rate to match the business travel for certain charitable activities. HR 5145: Bipartisan Premium Tax Credit Extension Act, extends enhances premium tax credits and expanded eligibility for health insurance subsides through 2026

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax policy related to financial support for family caregivers and individuals with chronic conditions, including advocacy to reduce out-of-pocket costs and improve affordability of care. The Lowering Costs for Caregivers Act (S. 1565 / H.R. 138), including advocacy related to expanding the use of tax-advantaged health accounts (including HSAs, FSAs, and HRAs) to cover medical expenses for family caregivers and improving affordability of care. The Credit for Caring Act of 2025 (S. 925 / H.R. 2036), including advocacy related to providing a nonrefundable tax credit to offset caregiving expenses for working family caregivers.

Client expense: $190,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1177/S. 492, the Improve and Enhance the Work Opportunity Tax Credit Act H.R. 2036/S. 925, the Credit for Caring Act H.R. 2320, the Mobility Means Freedom Tax Credit Act H.R. 2749/S. 1315, to amend the Internal Revenue Code of 1986 to provide a refundable credit for certain home accessibility improvements

Client expense: $108,181 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2036/S. 925 - Credit for Caring Act of 2025 - All provisions. H.R. 138/S.1565 - Lowering Costs for Caregivers Act - All provisions Clinical Trial Tax Credit (Draft legislation) - All provisions. H.R. 2320 - Mobility Means Freedom Tax Credit Act - All provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Credit for Caring Act of 2025 (H.R.2036/S. 925) - All provisions. Clinical Trial Tax Credit (Draft legislation) - All provisions. Mobility Means Freedom Tax Credit Act (H.R. 2320) - All provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

NAPA Reauthorization Act (S. 133 / H.R. 619 - P.L. 118-92) Alzheimers Accountability and Investment Act (S. 134 / H.R. 620 - P.L. 118-93) Comprehensive Care for Alzheimers Act (S. 626 / H.R. 1637) Reauthorization of the BOLD Infrastructure for Alzheimer's Act (P.L. 115-406) BOLD Infrastructure for Alzheimer's Reauthorization Act of 2024 (S. 3775/ H.R. 7218 - P.L. 118-142) Accelerating Access to Dementia & Alzheimers Provider Training (AADAPT) Act (S. 4276/H.R. 7688) Elizabeth Dole Home Care Act, of 2023 (S. 141 / H.R. 542) Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act (H.R. 8371) VA Clinician Appreciation, Recruitment, Education, Expansion, and Retention Support (CAREERS) Act of 2023 (S. 10) Access to Innovative Treatments Act of 2023 (H.R. 2408) Mandating Exclusive Review of Individual Treatments (MERIT) Act (H.R. 133) Elder Justice Reauthorization and Modernization Act of 2023 (S. 1198/H.R. 2718) Expanding Veterans Options for Long-Term Care Act (S. 495/H.R.1815) Palliative Care and Hospice Education and Training Act (S. 2243) Facilitating Innovative Nuclear Diagnostics (FIND) Act of 2023 (S. 1544/H.R. 1199) Supporting Our Seniors Act (S. 2584) Alleviating Barriers for Caregiving Act (S. 3109) Credit for Caring Act of 2024 (S. 3702/H.R. 7165) Credit for Caring Act of 2025 (S. 925/H.R. 2036) Lifespan Respite Care Reauthorization Act of 2024 (S. 4325/H.R. 6160) Lifespan Respite Care Reauthorization Act of 2025 (S.830/H.R.2560) DeOndra Dixon INvestigation of Co-occurring Conditions across the Lifespan to Understand Down Syndrome (INCLUDE) Project Act of 2024 (H.R. 7406) Paid Family and Medical Leave Tax Credit Extension Act (S. 3680) Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (S. 400/H.R. 996) CONNECT for Health Act of 2023 (S. 2016/H.R. 4189) PACE Part D Choice Act of 2023 (S. 1703/H.R. 3549) Improving Seniors' Access to Timely Care Act of 2024 (S. 4532/H.R. 8702) Harmonizing Environmental Analyses and Launching Therapeutic Hubs to Yield Bolstered Research And Innovation in Neurological Science (HEALTHY BRAINS) Act of 2024 (H.R. 9233) Better Empowerment Now to Enhance Framework and Improve Treatments Act of 2023 (BENEFIT)(S. 526/H.R. 1092) Essential Caregivers Act of 2024 (S. 4280/H.R. 8331) Ensuring Patient Access to Critical Breakthrough Products Act of 2024 (H.R. 1691) Linking Seniors to Needed Legal Services Act of 2024 (H.R. 8588) Amending the Rules of the House of Representatives to establish a Permanent Select Committee on Aging (H. Res. 1029) Catching Up Family Caregivers Act of 2024 (S. 5149 / H.R. 9764) Improving Retirement Security for Family Caregivers Act of 2024 (S. 5148 / H.R. 9765) Charitable Act (S. 317/H.R. 801) Other matters related to disaster preparedness and older adults, public health emergencies, public health preparedness and response, telehealth, health disparities, and older Americans/people with disabilities in all phases of emergencies Other matters related to Monoclonal Antibodies Directed Against Amyloid for the Treatment of Alzheimer's Disease Other matters related to care payment models, including the GUIDE model Other matters related to Medicare care planning code 99483 Other matters related to health care workforce shortages Other matters related to home- and community-based services Other matters related to disaster preparedness and older adults Other matters related to Social Security Other matters related to technology-enabled collaborative learning and capacity-building models (Project ECHO) Other matters related to beta-amyloid PET scans Other matters related to selected diagnoses and services rendered under ICD-10 Other matters related to caregiving Other matters related to medical devices Other matters related to rural health Other matters related to veterans' health Other matters related to Tricare Other matters related to research Other matters related to biomarkers including blood based tests and cerebral spinal fluid (CSF) Other matters related to public health

Client expense: $560,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Natl Institutes of Health (NIH), SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)

H.R.2036/S. 925 - Credit for Caring Act of 2025 - All provisions. Clinical Trial Tax Credit (Draft legislation) - All provisions. H.R. 2320 - Mobility Means Freedom Tax Credit Act - All provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- H.R. 1177 - Improve and Enhance the Work Opportunity Tax Credit Act - H.R. 2410 - Revitalizing Downtowns and Main Streets Act - Incentivize Adaptive Reuse of Underutilized Commercial Properties - H.R. 2036 / S. 925 - Credit for Caring Act - H.R. 2082 - Well-Being Insurance for Seniors to be at Home (WISH) Act - H.R. 1321 / S. 3332 - More Homes on the Market Act

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 169: Prevent Family Fire Act provides a tax credit for retailers to incentivize the sale of safe storage devices for firearms. S. 46/H.R. 247: Health Care Affordability Act of 2025 expands access to tax credits by eliminating income caps and adjusting premium percentages. -- S. 1676/ HR 3308: RETAIN Act introduces a refundable tax credit to retain educators and school leaders in high-need areas S. 925/H.R. 2036: Credit for Caring Act of 2025 creates a tax credit for working family caregivers. H.R. 1582: Volunteer Driver Tax Appreciation Act of 2025: increase the charitable mileage rate to match the business travel for certain charitable activities. HR 5145: Bipartisan Premium Tax Credit Extension Act, extends enhances premium tax credits and expanded eligibility for health insurance subsides through 2026

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE