WISH Act

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. H.R. 2082-WISH Act-- provide for long-term care insurance benefits H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. H.R.2696/ S.1526 - Retirement Savings for Americans Act This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation clarifies the criteria for meeting the fiduciary duty of ERISA. H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. H.R. 4718/S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. H.R. 6729/S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts.

H.R. 608: COVER Now Act expands health care coverage for those in states with no Medicaid expansion funds. H.R. 957: Parity Enforcement Act of 2025 create civil penalties for violating mental health parity requirements. -- H.R. 2082: WISH Act provides long-term care insurance benefits for seniors. H.R. 3758: Workers Disability Benefits Parity Act of 2025 mandates equal treatment of mental, behavioral, and physical health conditions in disability benefit plans. H.R. 6760: Protecting Access to Affordable Coverage Act: facilitating enrollment of qualified individuals in insurance plans S. 3698/H.R. 7227: Mental Health and MAMA Act of 2026 requires group health plans and insurers to provide mental health and substance use disorder services without cost-sharing for pregnant and postpartum individuals. ___ H.R. 6016: Keep Healthcare Affordable Act extends enhanced premium tax credits for health insurance through 2029 and expands eligibility to individuals with household incomes up to 1000 percent of the federal poverty line H.R. 9396: Prior Authorization Accountability Act requires health plans and insurers to publicly disclose detailed prior authorization data S. 4754: Primary and Behavioral Health Care Access Act of 2026 mandates that group and individual health insurance plans cover at least three primary care and three behavioral health visits per year without cost-sharing

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

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. CMS rule on policy and technical changes to the Medicare Advantage program 2. Proposals reagarding staffing standards at nursing homes 3. Proposals regarding vaccine recommendations by the Centers for Disease Control 4. S. 1227, Alleviating Barriers for Caregivers Act, entire bill 5. H.R. 3162, Affordable and Safe Prescription Drug Importation Act, entire bill 6. H.R. 3415, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 7. S. 1709, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 8. S. 2524, Restoring Essential Healthcare Act, entire bill 9. H.R. 4796, Restoring Essential Healthcare Act, entire bill 10. S. 2824, A bill to amend the Internal Revenue Code of 1986 to extend the temporary enhanced premium credits, entire bill 11. H.R. 5145, Bipartisan Premium Tax Credit Extension Act, entire bill 12. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, entire bill 13. S. 3829, Corporate Crimes Against Health Care Act, entire bill

Client expense: $85,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2082 : WISH Act

Client expense: $190,733 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Administration on Aging, Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office

H.R 2891: IRA Charitable Rollover Facilitation and Enhancement Act of 2025 H.R.2082 : WISH Act

Client expense: $190,733 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. H.R. 2082-WISH Act-- provide for long-term care insurance benefits H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. H.R.2696/ S.1526 - Retirement Savings for Americans Act This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. H.R.2748 First Time Homeowner Savings Plan Act: This legislation increases the amount first-time homebuyers could pull from their retirement savings from the $10,000 set in the 1990s to $25,000 (indexed to inflation) without the 10% additional income tax on early retirement plan distributions to use as a down payment on their home. H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation clarifies the criteria for meeting the fiduciary duty of ERISA. H.R.3526, S.2867 Uplifting First-Time Homebuyers Act of 2025: This legislation allows individuals to take an early distribution out of an IRA of up to $50,000 for a qualified first-time home purchase without the 10% additional income tax penalty. Current rules only allow up to a $10,000 early distribution without penalty. H.R. 4718/S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. H.R.5748 Retirement Investment Choice Act: This legislation codifies Executive Order 14330 relating to democratizing access to alternative assets for 401(k) investors. H.R.6084 ERISA Litigation Reform Act: This legislation amends the pleading standard under ERISA Section 502 for certain claims to put the burden on the plaintiff to plausibly allege and prove that an ERISA prohibitive transaction occurred that is not exempt under ERISA section 408(b)(2). H.R.6324 Retirement Simplification and Clarity Act: This legislation would: (1) permit an in-service plan distribution to an individual retirement annuity on or after attainment of age 50; and (2) include a specific reference to an individual retirement annuity as a rollover option under a simplified 402(f) safe harbor notice. H.R.6450, S.3352 Retirement Rollover Flexibility Act: This legislation would permit rollover contributions from Roth IRAs to designated Roth accounts in qualified retirement plans, like 401(k)s. H.R.6722 Automatic IRA Act of 2025: The legislation would require employers with more than 10 employees that do not sponsor a retirement plan to automatically enroll their employees in IRAs (automatic IRAs) or other automatic contribution plans or arrangements, like 401(k) plans. The legislation also requires 401(k) plans with over 100 participants plans must permit participants to elect to receive at least 50 percent of their vested account balance in the form of lifetime income. This requirement does not apply to participants with balances below $200,000. H.R. 6729/S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan H.R.7185 Home Savings Act: This legislation permits penalty-free withdrawals from a 401(k) account for up to five years when the funds are used for a down payment or closing costs on a primary residence. The legislation also allows an individual to make a penalty-free 401(k) withdrawal and gift those funds to a relative, exempt from gift tax, provided the relative uses the money for a down payment or closing costs on a primary residence. General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts.

- 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

PL 119-21 -the budget reconciliation laws changes to Medicaid; HCBS Access Act, a bill to increase access to Medicaid home and community-based services; HR 2082 Well-Being Insurance for Seniors to be at Home Act; Home Care Worker Protection Act; LTC Workforce Support Act - a bill to increase funding for HCBS and to provide workforce protections for workers in long term care settings; Work with CMS to implement Medicaid provisions in PL 119-21; Responding to a CMS request for information regarding waste, fraud, and abuse.

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

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

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.

Client expense: $1,100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

1. CMS rule on policy and technical changes to the Medicare Advantage program 2. Proposals reagarding staffing standards at nursing homes 3. Proposals regarding vaccine recommendations by the Centers for Disease Control 4. S. 1227, Alleviating Barriers for Caregivers Act, entire bill 5. H.R. 3162, Affordable and Safe Prescription Drug Importation Act, entire bill 6. H.R. 3415, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 7. S. 1709, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 8. S. 2524, Restoring Essential Healthcare Act, entire bill 9. H.R. 4796, Restoring Essential Healthcare Act, entire bill 10. S. 2824, A bill to amend the Internal Revenue Code of 1986 to extend the temporary enhanced premium credits, entire bill 11. H.R. 5145, Bipartisan Premium Tax Credit Extension Act, entire bill 12. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, entire bill 13. S. 3829, Corporate Crimes Against Health Care Act, entire bill

Client expense: $95,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 608: COVER Now Act expands health care coverage for those in states with no Medicaid expansion funds. H.R. 957: Parity Enforcement Act of 2025 create civil penalties for violating mental health parity requirements. -- H.R. 2082: WISH Act provides long-term care insurance benefits for seniors. H.R. 3758: Workers Disability Benefits Parity Act of 2025 mandates equal treatment of mental, behavioral, and physical health conditions in disability benefit plans. H.R. 6760: Protecting Access to Affordable Coverage Act: facilitating enrollment of qualified individuals in insurance plans S. 3698/H.R. 7227: Mental Health and MAMA Act of 2026 requires group health plans and insurers to provide mental health and substance use disorder services without cost-sharing for pregnant and postpartum individuals.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. H.R.2696/ S.1526 - Retirement Savings for Americans Act This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. S. 400 the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act (paid family and medical leave) Issue: Reforming DOL's pension risk transfer bulletin, 95-1. Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings Issue: Fiduciary rulemaking H.R. 2082-WISH Act-- provide for long-term care insurance benefits H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation clarifies the criteria for meeting the fiduciary duty of ERISA. S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan

- 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. 608: COVER Now Act expands health care coverage for those in states with no Medicaid expansion funds. H.R. 957: Parity Enforcement Act of 2025 create civil penalties for violating mental health parity requirements. -- H.R. 2082: WISH Act provides long-term care insurance benefits for seniors. H.R. 3758: Workers Disability Benefits Parity Act of 2025 mandates equal treatment of mental, behavioral, and physical health conditions in disability benefit plans. H.R. 6760: Protecting Access to Affordable Coverage Act: facilitating enrollment of qualified individuals in insurance plans

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.

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

Government targets: HOUSE OF REPRESENTATIVES

PL 119-21 -the budget reconciliation laws changes to Medicaid, Medicaid Access Act, a bill to increase access to Medicaid home and community-based services. HR 2082 Well-Being Insurance for Seniors to be at Home Act Home Care Worker Protection Act. LTC Workforce Support Act - a bill to increase funding for HCBS and to provide workforce protections for workers in long term care settings. Work with CMS to implement Medicaid work reporting requirements in PL 119-21

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

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

1. CMS rule on policy and technical changes to the Medicare Advantage program 2. Proposals reagarding staffing standards at nursing homes 3. Proposals regarding vaccine recommendations by the Centers for Disease Control 4. S. 1227, Alleviating Barriers for Caregivers Act, entire bill 5. H.R. 3162, Affordable and Safe Prescription Drug Importation Act, entire bill 6. H.R. 3415, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 7. S. 1709, Nurse Staffing Standards for Hospital Patient Safety and Quality Care Act of 2025, entire bill 8. S. 2524, Restoring Essential Healthcare Act, entire bill 9. H.R. 4796, Restoring Essential Healthcare Act, entire bill 10. S. 2824, A bill to amend the Internal Revenue Code of 1986 to extend the temporary enhanced premium credits, entire bill 11. H.R. 5145, Bipartisan Premium Tax Credit Extension Act, entire bill 12. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

*H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. *H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. *H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. *H.R.2696 This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. *General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. *S. 400---the Paid Family and Medical Leave Tax Extension Act---Issue: paid family and medical leave *Issue: Reforming DOL's pension risk transfer bulletin, 95-1. *Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings *Issue: Fiduciary rulemaking *H.R. 2082-WISH Act-- provide for long-term care insurance benefits *H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. *H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. *S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. *S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan

H.R. 608: COVER Now Act expands health care coverage for those in states with no Medicaid expansion funds. H.R. 957: Parity Enforcement Act of 2025 create civil penalties for violating mental health parity requirements. -- H.R. 2082: WISH Act provides long-term care insurance benefits for seniors. H.R. 3758: Workers Disability Benefits Parity Act of 2025 mandates equal treatment of mental, behavioral, and physical health conditions in disability benefit plans.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions.

Client expense: $480,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

- 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 - More Homes on the Market Act - Preservation of Carried Interest Tax Treatment - Preservation of Full Deductibility of Business-Related Property Taxes (B-SALT) - Section 199A of Internal Revenue Code - Deduction for Qualified Business Income (QBI) in Assisted Living Residence - H.R.1 - One Big Beautiful Bill Act - Section 899, Enforcement of Remedies Against Unfair Foreign Taxes of the House passed Budget Reconciliation bill to exempt non-controlling investments in U.S. real estate, regardless of whether those investments are made through equity or debt

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

PL 119-21 -the budget reconciliation laws changes to Medicaid, Medicaid Access Act Bill to increase access to Medicaid home and community-based services. HR 2082 Well-Being Insurance for Seniors to be at Home Act Home Care Worker Protection Act.

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

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

S. 925/H.R. 2036, Credit for Caring Act H.R. 138, the Lowering Costs for Caregivers Act. No bill number. Discussed the taxation of Social Security benefits. No bill number. Discussed theft loss deduction. No bill number. Discussed retirement tax incentives. No bill number. Discussed taxation of stolen assets. No bill number. Discussed the EITC for Older Workers Act. H.R. 996/ S. 400, the Paid Family and Medical Leave Tax Credit Extension and Enhancement Act. H.R. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed family caregiver tax credit. No bill number. Discussed the Americans Giving Care to Elders Act. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act. No bill number. Discussed the Affordable Housing Credit Improvement Act. No bill number. Discussed the Neighborhood Homes Investment Act. H.R. 1582/S. 1177, Volunteer Driver Tax Appreciation Act. No bill number. Discussed the Casualty Loss Deduction Act. No bill number. Discussed Affordable Care Act premium tax credits. No bill number. Discussed the Home Accessibility Tax Credit Act.

Client expense: $6,630,000 · Firm income: Not reported

H.R. 2491, the Alleviating Barriers for Caregivers Act. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act. No bill number. Discussed expanding workplace retirement plan coverage. No bill number. Discussed the Retirement Savings for Americans Act. No bill number. Discussed closing loopholes in fiduciary requirements for retirement plans. No bill number. Discussed work and save plans. No bill number. Discussed tax incentives for retirement plans. H.R. 2023, the Women's Retirement Protection Act of 2025. S. 988, the Women's Retirement Protection Act of 2025. No bill number. Discussed retirement issues. No bill number. Discussed the taxation of Social Security benefits. H.R. 1130, the Bonus Tax Relief for Americas Seniors Act. No bill number. Discussed protecting Social Security, its benefits, and financial status. No bill number. Discussed customer service and operations at the Social Security Administration. H.R. 34, the LASSO Act of 2025. S. 1234/H.R. 2540, the SSI Savings Penalty Elimination Act of 2025.

Client expense: $6,630,000 · Firm income: Not reported

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

*H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. *H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. *H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. *H.R.2696 This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. *General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. *S. 400---the Paid Family and Medical Leave Tax Extension Act---Issue: paid family and medical leave *Issue: Reforming DOL's pension risk transfer bulletin, 95-1. *Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings *Issue: Fiduciary rulemaking *H.R. 2082-WISH Act-- provide for long-term care insurance benefits *H.R.2869 EBSA Investigations Transparency Act: This legislation requires the Department of Labors Employee Benefits Security Administration (EBSA) to submit annual reports to Congress on the status of its open employee plan audits and to explain why any audits open for more than 36 months have not been closed. *H.R. 2988 Protecting Prudent Investment of Retirement Savings Act: This legislation amends ERISA to specify that a retirement plan fiduciary shall be considered acting solely in the interest of participants only if: 1) the investment does not subordinate the interest of participants in their retirement income or financial benefits under the plan to other objectives, including ESG objectives and 2) the fiduciary does not sacrifice investment returns or take on additional investment risks to promote goals unrelated to the plan. *S.1707 Helping Young Americans Save for Retirement Act: This legislation lowers the required minimum participation age in ERISA-covered retirement plans from age 21 to age 18. *S.1831 Auto Reenroll Act of 2025: This legislation amends the qualified automatic contribution arrangement (QACA) safe harbor in the tax code for 401(k) plans to allow for automatic periodic reenrollment into the plan

H.R. 1, the One Big Beautiful Bill Act. No bill number. Discussed Medicaid health care services. No bill number. Discussed Medicaid expansion health care policies. No bill number. Discussed Medicaid, long-term care, and family caregivers. No bill number. Discussed Medicaid work requirements. No bill number. Discussed family caregiver exemption for Medicaid work requirements. No bill number. Discussed Medicaid retroactive coverage policies. No bill number. Discussed Medicaid FMAP policies. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, including home health, hospice, and post-acute care. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed CMS Hospice Proposed Rule. H.R. 2082, the Well-Being Insurance for Seniors to be at Home (WISH) Act. S. 1105, the No Unreasonable Payments, Coding, Or Diagnoses for the Elderly (UPCODE) Act of 2025. S. 1816, the Improving Seniors Timely Access to Care Act of 2025. No bill number. Discussed long-term care. No bill number. Discussed Medicaid long-term care. H.R. 3079, Medicaid Empowerment Act of 2025. No bill number. Discussed elder abuse and elder justice. No bill number. Discussed 2026 Hospice Wage Index and Payment Rate Update. S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act. No bill number. Discussed Medicare Advantage. No bill number. Discussed Medicaid and family caregivers. No bill number. Discussed digital health technologies in Medicare. S. 1261, the Creating Opportunities Now for Necessary and Effective Care Technologies (CONNECT) for Health Act of 2025. H.R. 1171, the Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed falls prevention. No bill number. Discussed Medicare Advantage provider networks.

Client expense: $5,120,000 · Firm income: Not reported

H.R. 1, One Big Beautiful Bill Act. S.2120 - Older Americans Act Reauthorization Act of 2025. No bill number. Discussed ACA marketplace premium assistance. No bill number. Discussed minimum essential coverage. No bill number. Discussed nursing home staffing and quality. No bill number. Discussed long-term care, including home health, hospice, and post-acute care. No bill number. Discussed Older Americans Act programs and reauthorization. No bill number. Discussed HHS and ACL reorganization. No bill number. Discussed Farm Bill and Nutrition Assistance programs. No bill number. Discussed Essential Caregivers Act. No bill number. Discussed advance directives and provider accountability. No bill number. Discussed CMS Hospice Proposed Rule. H.R. 2082, Well-Being Insurance for Seniors to be at Home (WISH) Act. No Bill Number. Discussed digital health technologies. S. 668/H.R. 3183, the Supporting Access to Falls Education and Prevention and Strengthening Training Efforts and Promoting Safety Initiatives (SAFE STEPS) for Veterans Act of 2025. No bill number. Discussed 2025 Marketplace Integrity and Affordability Proposed Rule. S. 1482, National Nursing Workforce Center Act. S. 1261, the Creating Opportunities Now for Necessary and Effective Care Technologies (CONNECT) for Health Act of 2025. H.R. 1171, the Stopping Addiction and Falls for the Elderly (SAFE) Act. No bill number. Discussed falls prevention.

Client expense: $5,120,000 · Firm income: Not reported

S. 1227/H.R. 2491, the Alleviating Barriers for Caregivers Act. No bill number, Discussed funding for Social Security Administration. No bill number. Discussed customer service at the Social Security Administration. No bill number. Discussed operations at the Social Security Administration. No bill number. Discussed data reporting at the Social Security Administration. No bill number. Discussed Social Security Earnings Limits. No bill number. Discussed Social Security Trustees Report. No bill number. Discussed tax treatment of retirement accounts. S.1234/H.R. 2540, SSI Savings Penalty Elimination Act. S.1666, the Improving Customer Service to Victims of Identity Theft Act of 2025. H.R. 2082, the Well-Being Insurance for Seniors to be at Home Act (WISH) Act of 2025. S. 1831, the Auto Reenroll Act of 2025. H.R. 2696, the Retirement Savings for Americans Act of 2025. S. 988, the Women's Retirement Protection Act. H.R. 2023, the Women's Retirement Protection Act.

Client expense: $5,120,000 · Firm income: Not reported

H.R. 608: COVER Now Act expands health care coverage for those in states with no Medicaid expansion funds. H.R. 957: Parity Enforcement Act of 2025 create civil penalties for violating mental health parity requirements. -- H.R. 2082: WISH Act provides long-term care insurance benefits for seniors. H.R. 3758: Workers Disability Benefits Parity Act of 2025 mandates equal treatment of mental, behavioral, and physical health conditions in disability benefit plans.

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. 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 - More Homes on the Market Act - Preservation of Carried Interest Tax Treatment - Preservation of Full Deductibility of Business-Related Property Taxes (B-SALT) - Section 199A of Internal Revenue Code - Deduction for Qualified Business Income (QBI) in Assisted Living Residence - H.R.1 - One Big Beautiful Bill Act - Section 899, Enforcement of Remedies Against Unfair Foreign Taxes of the House passed Budget Reconciliation bill to exempt non-controlling investments in U.S. real estate, regardless of whether those investments are made through equity or debt

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

*H.R.1013, S.424 Retirement Fairness for Charities and Educational Institutions Act of 2025: Allows 403(b) retirement plans to invest in Collective Investment Trust or Separate Accounts Insurance Products to establish investment parity with other defined contribution plans, like 401(k)s. *H.R.2089 Generating Retirement Ownership through Long-Term Holding (GROWTH): The legislation provides that reinvested mutual fund dividends are not subject to capital gains taxation until the investor sells his or her shares. *H.R.2163 No Penalties for Victims of Fraud Act: The bill ensures that victims of retirement account fraud are not subject to the 10% additional income tax on early retirement plan distributions. *H.R.2696 This legislation establishes a federally run American Worker Retirement Plan for private-sector workers that do not have access to a workplace-based retirement plan. The bill also includes an enhanced federal matching contribution that only applies to lower income workers that participate in the federal plan. *General Accounts Product Corrections Act: Would clarify fiduciary responsibilities for life insurance companies as it relates to investments in their general accounts. *S. 400---the Paid Family and Medical Leave Tax Extension Act---Issue: paid family and medical leave *Issue: Reforming DOL's pension risk transfer bulletin, 95-1. *Issue: Technical corrections on catch up contributions under SECURE 2.0 Issue: SEC market conduct rulemakings *Issue: Fiduciary rulemaking *H.R. 2082-WISH Act-- provide for long-term care insurance benefits

Client expense: $420,000 · Firm income: Not reported

Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advised on long-term care insurance issues; Advised and monitored H.R. 2082 - the Well Being Insurance for Seniors to be at Home (WISH) Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE