Defund National Endowment for the Humanities Act of 2025

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings, including the IRC exclusive benefit rule; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383)

Client expense: Not reported · Firm income: $60,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of

general issues pertaining to teacher retirement; student loans; Federal grants covering teacher benefits; impact of COVID-19 on teachers, education support professionals, and public education; infrastructure spending related to schools, education; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded ; implementation of repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)(HR 82); Tax Credit for Contributions of Individuals to Scholarship Granting Organizations" provision of Budget Reconciliation Legislative Recommendations Related to Tax approved by the House Ways and Means Committee; Administration proposals dealing with the reorganization of the U.S. Department of Education; federal tax incentive included in OBBA budget reconciliation bill to raise funds for families educational expenses, including private school tuition at secular and religious schools, as well as costs incurred for children at public and private schools such as fees, tutoring, educational therapies, transportation, technology and other expenses including homeschooling costs.

Client expense: Not reported · Firm income: $60,000

general issues pertaining to teacher retirement; student loans; Federal grants covering teacher benefits; impact of COVID-19 on teachers, education support professionals, and public education; infrastructure spending related to schools, education; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded ; implementation of repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)(HR 82); Tax Credit for Contributions of Individuals to Scholarship Granting Organizations" provision of Budget Reconciliation Legislative Recommendations Related to Tax approved by the House Ways and Means Committee; Administration proposals dealing with the reorganization of the U.S. Department of Education; federal tax incentive included in OBBA budget reconciliation bill to raise funds for families educational expenses, including private school tuition at secular and religious schools, as well as costs incurred for children at public and private schools such as fees, tutoring, educational therapies, transportation, technology and other expenses including homeschooling costs.

Client expense: Not reported · Firm income: $60,000

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings; applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform/repeal of the windfall elimination provision (WEP) and the Government Pension Offset (GPO); SECURE 2.0 Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on COVID stimulus legislation; H.R. 2954, retirement security legislation and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs); INVEST Act (H.R.3383)

Impact of government shutdown: On FAA workforce and the national airspace system. Official time & dues reduction. Veterans Preference for Controller Hiring. Prohibited Personnel Practices. Merit Systems Protection Board. President's FY 2025 Budget Proposal: Provisions relating to Federal employees salaries and benefits, provisions relating to air traffic control. FY 2025 THUD Appropriations: Provisions relating to funding the FAA operations, facilities and maintenance, and modernization of the National Airspace System. Federal employee pay raise. Stabilization of Airport and Airway Trust Fund (AATF). H.R. 82 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337 - Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834 - Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP).

Client expense: $350,000 · Firm income: Not reported

Impact of government shutdown: On FAA workforce and the national airspace system. Official time & dues reduction. Veterans Preference for Controller Hiring. Prohibited Personnel Practices. Merit Systems Protection Board. President's FY 2025 Budget Proposal: Provisions relating to Federal employees salaries and benefits, provisions relating to air traffic control. FY 2025 THUD Appropriations: Provisions relating to funding the FAA operations, facilities and maintenance, and modernization of the National Airspace System. Federal employee pay raise. Stabilization of Airport and Airway Trust Fund (AATF). H.R. 82 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337 - Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834 - Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP).

Client expense: $470,000 · Firm income: Not reported

general issues pertaining to teacher retirement; student loans; Federal grants covering teacher benefits; impact of COVID-19 on teachers, education support professionals, and public education; infrastructure spending related to schools, education; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded ; implementation of repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO)(HR 82); Tax Credit for Contributions of Individuals to Scholarship Granting Organizations" provision of Budget Reconciliation Legislative Recommendations Related to Tax approved by the House Ways and Means Committee.

Client expense: Not reported · Firm income: $55,000

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of

IRS Governmental plans compliance; IRS Normal Retirement Age regulations; IRS revenue ruling 2006-43; IRS ANPRM on definition of a governmental plan; funding of governmental plans; general pension plan reform; governmental plan accounting and disclosure; disclosure of state death records; tax deferrals related to pension contributions and earnings;applying the Unrelated Business Income Tax (UBIT) to the investment earnings of state and local government retirement systems; Office of State and Local Finance public pension plan interests; the Public Employee Pension Transparency Act (PEPTA); solvency of Multiemployer Plans deliberations; reform of the windfall elimination provision (WEP); SECURE Act dealing with overall retirement security and implementation of the law; Federal restrictions on institutional investor investment activity; CARES Act stimulus checks and retired public employees not covered by Social Security; restrictions related to public pensions on any Federal aid to states in negotiations on new COVID stimulus legislation; H.R. 2954, retirement security legisltion and issues affecting public pensions; implementation of SECURE 2.0 Act of 2022; Advance Notice of Proposed Rulemaking (ANPRM) issued by Treasury entitled Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; OMBs Office of Federal Financial Management proposed rule to revise their Uniform Administrative Requirements, Cost Principles, and Audit Requirements, stipulating how public pension costs are to be reimbursed for a state or local employee whose position is partially or fully federally funded; HR 82, repeal of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The Retirement Fairness for Charities and Educational Institutions Act of 2025" (S. 424/H.R. 1013) to amend relevant securities laws to permit 403(b) plans - in which a plan fiduciary, employer, or person acting on behalf of the employer reviews and approves each investment offering - to invest in collective investment trusts (CITs).

Defund National Endowment for the Humanities Act of 2025 H.R. 82 - Social Security Fairness Act S. 269 - Social Security 2100 Act H.R. 860 - Social Security 2100 Act

Client expense: $650,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

Impact of government shutdown: On FAA workforce and the national airspace system. Official time & dues reduction. Veterans Preference for Controller Hiring. Prohibited Personnel Practices. Merit Systems Protection Board. President's FY 2025 Budget Proposal: Provisions relating to Federal employees salaries and benefits, provisions relating to air traffic control. FY 2025 THUD Appropriations: Provisions relating to funding the FAA operations, facilities and maintenance, and modernization of the National Airspace System. Federal employee pay raise. Stabilization of Airport and Airway Trust Fund (AATF). H.R. 82 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). S. 1302 - Social Security Fairness Act: Provisions relating to the repeal of the Windfall Elimination Provision (WEP). H.R. 2337 - Public Servants Protection and Fairness Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP). H.R. 5834 - Equal Treatment of Public Servants Act: Provisions which would partially repeal and reform the Windfall Elimination Provision (WEP).

Client expense: $380,000 · Firm income: Not reported