Ultra-Millionaire Tax Act of 2026

Lobbied in support of increasing taxes on billionaires and corporations, including the Ultra-Millionaire Tax (H.R. 8085) and the Make Billionaires Pay Their Fair Share Act (S. 3956). Lobbied in support of expanding the Child Tax Credit and the Earned Income Tax Credit. Lobbied on taxation of artificial intelligence.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

"H.R.2982, the Fair Taxation of Digital Assets in Puerto Rico Act" Crypto tax policy H.R. 9175, Tax Clarity for Mining and Staking Act H.R. 9173, Charitable Deductions for Digital Asset Donations Act H.R. 9178, Less Tax Paperwork for Digital Asset Owners Act HR 8294 Millionaire Surtax Act S. 4306 Millionaire Surtax Act S.2127 Wall Street Tax Act of 2025 H.R.4035 Wall Street Tax Act S. 4246 Ultra-Millionaire Tax Act H.R.8085 Ultra-Millionaire Tax Act H.R. 5336 Equal Tax Act S. 4122 Equal Tax Act S. 3956 Make Billionaires Pay Their Fair Share Act H.R. 7767 Make Billionaires Pay Their Fair Share Act Carried Interest Loophole S. 4083 Working Americans' Tax Cut Act HR 7937 Working Americans' Tax Cut Act H.R.6438 - ROBINHOOD Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" S. 1576 Stop Subsidizing Multimillion Dollar Corporate Bonuses Act IRS enforcement funding Curtailing Executive Overcompensation (CEO) Act S. 445 Carried Interest Fairness Act HR 1091 Carried Interest Fairness Act H.R. 9490 Bank Failure Accountability Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.788 HOPE for Homeownership Act S. 4085 Take Back Our Hospitals Act H.R.7920 Take Back Our Hospitals Act Crypto tax policy S. 4246 Ultra-Millionaire Tax Act H.R.8085 Ultra-Millionaire Tax Act H.R. 5336 Equal Tax Act S. 4122 Equal Tax Act S. 3956 Make Billionaires Pay Their Fair Share Act H.R. 7767 Make Billionaires Pay Their Fair Share Act Carried Interest Loophole S. 4083 Working Americans' Tax Cut Act HR 7937 Working Americans' Tax Cut Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" S. 1576 Stop Subsidizing Multimillion Dollar Corporate Bonuses Act IRS enforcement funding Curtailing Executive Overcompensation (CEO) Act Stock buybacks Executive compensation Wealth Tax Financial Transaction Tax corporate minimum tax loophole for private equity IRS Enforcement funding

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Graduated Corporate Tax Act, Proposed legislation H.R.7937/S.4083, Working Americans Tax Cut Act, Entirety H.R.5298/S.2818, Tax Excessive CEO Pay Act, Entirety No Crypto in Social Security Act, Entirety H.R.3140/S.1576, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act, Entirety S.413 (118th), Stock Buyback Accountability Act, Entirety H.R.3694 (118th), Reward Work Act, Entirety H.R.7937/S.4083, Working Americans' Tax Cut Act, Entirety H.R.5427/S.2845, Billionaires Income Tax Act, Entirety H.R.4035/S.2127, Wall Street Tax Act, Entirety H.R.4119/S.1990 (118th), Tax on Wall Street Speculation Act, Entirety H.R.5336/S.4122, Equal Tax Act, Entirety H.R.8085/S.4246, The Ultra-Millionaire Tax Act, Entirety H.R.7767/S.3956, Make Billionaires Pay Their Fair Share Act, Entirety H.R.1091/S.445, The Carried Interest Fairness Act, Entirety H.R.2692/S.1310, No Tax Breaks for Union Busting Act, Entirety H.R.2671/S.1286, Tax Fairness for Workers Act, Entirety H.R.6438, ROBINHOOD Act, Entirety S.4298, Stop Corporations and High Earners from Avoiding Taxes and Enforce the Rules Strictly Act (Stop CHEATERS Act), Entirety H.R.9175, Tax Clarity for Mining and Staking Act, Entirety H.R.1054, Educators Tax Deduction Modernization Act, Entirety Artificial Intelligence, Taxation DRAFTs Monitor the following: Capital gains and estate tax related issues Medicare and Social Security Fair Share Act, Entirety H.J.Res.142, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025, Entirety

Client expense: $410,000 · Firm income: Not reported

Lobbied in support of increasing taxes on billionaires and corporations, including the UltraMillionaire Tax (H.R. 8085) and the Make Billionaires Pay Their Fair Share Act (S. 3956).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Equal Tax Act (H.R. 5336) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property, nonresidential property, and bonus depreciation Low-income housing tax credit and the Affordable Housing Credit Improvement Act Proposed and final tax regulations under section 897 (FIRPTA domestically controlled REIT rules) 892 (Foreign government tax exemption), including proposed regulations REIT rules, including investments in related parties Capital gains tax rate 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including the PARTNERSHIPS Act (s. 2095) and Basis Shifting is a Rip Off Act (S. 2094) Opportunity Zone reform, reporting, and transition rules Revitalizing Downtowns and Main Streets Act and tax incentives for property conversions (HR 9002) Business interest deductibility, section 163(j), and the real property trade or business election, including guidance related to modifying prior elections Active loss limitation and section 461(l)(Excess Business Losses) SECA limited partner exception under section 1402(a)(13) Immediate expensing of qualified production property Retaliatory Tax Measures and Proposed Section 899 Tax treatment of demolition costs and demolished buildings American Homeowner Act (S. 3904) regarding taxation of single-family rental homes and institutional owners of housing Wealth tax proposals, including H.R. 8085 (Ultra-millionaire Tax Act) State and local tax deduction and pass-through business income IRS Notice 2007-55 (FIRPTA) Clean energy and energy efficiency tax incentives

S.409/H.R. 995 No Tax Breaks for Outsourcing would ensure that multinational corporations pay the same tax rate on profits earned abroad as they do in the United States. H.R. 2671/S. 1286 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses H.R, 2692/S. 1310 No Tax Breaks for Union Busting Act would end the taxpayer subsidization of anti-union activity by classifying businessinterference in worker organization campaigns like political speech under the tax code Issues related to a financial transaction tax (FTT) H.R. 5298/S. 2818, the Tax Excessive CEO Pay Act would impose higher corporate tax rates on companies with extreme CEO-to-median-worker pay ratios The Stock Buyback Accountability Act would increase the excise tax on corporate stock repurchases from 1% to 4% The Carried Interest Fairness Act would tax carried interest as ordinary income rather than lower-taxed capital gains. It aims to close a loophole that lets private equity and hedge fund managers pay lower taxes, raising billions in federal revenue. H.R.8085/S.4246, the Ultra-Millionaire Tax Act would impose a federal wealth tax on the top 0.05% - 0.15% of households H.R. 5475, the No Tax on Overtime for All Workers Act would expand federal tax exemptions on overtime pay to workers not covered by the Fair Labor Standards Act (FLSA), including those under the Railway Labor Act (RLA) S. 3956, the Make Billionaires Pay Their Fair Share Act would impose a 5% annual wealth tax on U.S. billionaires The American Homeownership Act would end tax breaks and other housing benefits for Wall Street landlords and reinvest the savings to increase the supply of affordable housing, bring down housing costs, and support homeownership for real people

Client expense: $430,000 · Firm income: Not reported

S.788 HOPE for Homeownership Act S. 4085 Take Back Our Hospitals Act H.R.7920 Take Back Our Hospitals Act Crypto tax policy S. 4246 Ultra-Millionaire Tax Act H.R.8085 Ultra-Millionaire Tax Act H.R. 5336 Equal Tax Act S. 4122 Equal Tax Act S. 3956 Make Billionaires Pay Their Fair Share Act H.R. 7767 Make Billionaires Pay Their Fair Share Act Carried Interest Loophole S. 4083 Working Americans' Tax Cut Act HR 7937 Working Americans' Tax Cut Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" S. 1576 Stop Subsidizing Multimillion Dollar Corporate Bonuses Act IRS enforcement funding Curtailing Executive Overcompensation (CEO) Act Stock buybacks Executive compensation Wealth Tax Financial Transaction Tax corporate minimum tax loophole for private equity IRS Enforcement funding

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Graduated Corporate Tax Act, Proposed legislation H.R.7937/S.4083, Working Americans Tax Cut Act, Entirety Public Law 119-21, To provide for reconciliation pursuant to title II of H. Con. Res. 14, Tax and Education related issues, including Keep Public Funds in Public Schools Act (draft bill) H.R.5298/S.2818, Tax Excessive CEO Pay Act, Entirety No Crypto in Social Security Act, Entirety H.J.Res.142, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025, Entirety H.R.5019, CEO Accountability and Responsibility Act, Entirety H.R.6191/S.3176 (118th), Curtailing Executive Overcompensation Act (CEO Act), Entirety H.R.3140/S.1576, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act, Entirety S.413 (118th), Stock Buyback Accountability Act, Entirety H.R.3694 (118th), Reward Work Act, Entirety H.R.7937/S.4083, Working Americans' Tax Cut Act, Entirety H.R.5427/S.2845, Billionaires Income Tax Act, Entirety H.R.4035/S.2127, Wall Street Tax Act, Entirety H.R.4119/S.1990 (118th), Tax on Wall Street Speculation Act, Entirety H.R.5336/S.4122, Equal Tax Act, Entirety H.R.8085/S.4246, The Ultra-Millionaire Tax Act, Entirety H.R.7767/S.3956, Make Billionaires Pay Their Fair Share Act, Entirety H.R.1091/S.445, The Carried Interest Fairness Act, Entirety S.3317 (118th), Ending the Carried Interest Loophole Act, Entirety H.R.2692/S.1310, No Tax Breaks for Union Busting Act, Entirety H.R.2671/S.1286, Tax Fairness for Workers Act, Entirety Monitor the following: S.2778, Tax Cut for Striking Workers Act H.R.1054, Educators Expense Deduction Modernization Act of 2025, Entirety Protecting Employees and Retirees in Business Bankruptcies Act, Entirety Capital gains and estate tax related issues Medicare and Social Security Fair Share Act, Entirety

HR 8085, S 4262- Ultra-Millionaire Tax Act HR 7767, S 3956- Make the Billionaires Pay Their Fair Share Act S 4279, Fair Trusts for Fiscal Responsibility Act HR 5336, S 4122- Equal Tax Act Stop Cheaters Act Graduated Corporate Tax Rate S 2845, HR 5427- Billionaires Income Tax S 409, HR 995- Tax benefits for outsourcing profits/assets: No Tax Breaks for Outsourcing Act For the 99.5% Act Millionaires Surtax Act S 1310, HR 2692- No Tax Breaks for Union Busting Act

Client expense: $600,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied in support of increasing taxes on billionaires and corporations, including H.R.8085 (the UltraMillioniare Tax) and S.3956 (Make Billionaires Pay Their Fair Share Act). Supported extending ACA subsidies.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5336/S. 4122 - Equal Tax Act; S. 2845/H.R. 5427 - Billionaires Income Tax Act; H.R. 5298/S. 2818 - Tax Excessive CEO Pay Act of 2025; H.R. 8085/S. 4246 - Ultra Millionaire Tax Act of 2026; S. 4083/H.R. 7937 - Working Americans' Tax Cut Act; S. 3956/H.R. 7767 - Make Billionaires Pay Their Fair Share Act; FAST Tax bill, a bill to impose a retrospective tax on capital gains to achieve the same economic result with the one-time tax in the year of sale as an annual tax on economic gains (not yet introduced); Fair Trusts Tax bill, a bill to impose a withholding tax on trust-held wealth creditable against future estate or GST tax liability attributable to that wealth; A bill to replace the current estate/gift/GST tax system with a system that includes inheritances in income (not yet introduced); Proposal for excise tax on large employers that pay compensation less than the basic cost of living.

Client expense: $70,000 · Firm income: Not reported

"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Equal Tax Act (H.R. 5336) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property, nonresidential property, and bonus depreciation Low-income housing tax credit and the Affordable Housing Credit Improvement Act Proposed and final tax regulations under section 897 (FIRPTA domestically controlled REIT rules) 892 (Foreign government tax exemption), including proposed regulations REIT rules, including investments in related parties Capital gains tax rate 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including the PARTNERSHIPS Act (s. 2095) and Basis Shifting is a Rip Off Act (S. 2094) Opportunity Zone reform, reporting, and transition rules Revitalizing Downtowns and Main Streets Act and tax incentives for property conversions (HR 9002) Business interest deductibility, section 163(j), and the real property trade or business election, including guidance related to modifying prior elections Active loss limitation and section 461(l)(Excess Business Losses) SECA limited partner exception under section 1402(a)(13) Immediate expensing of qualified production property Retaliatory Tax Measures and Proposed Section 899 Tax treatment of demolition costs and demolished buildings American Homeowner Act (S. 3904) regarding taxation of single-family rental homes and institutional owners of housing Wealth tax proposals, including H.R. 8085

Client expense: $1,011,072 · Firm income: Not reported