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Inclusive Prosperity Act of 2015
Legislative Progress
Momentum (last 30 days)
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vs 3,548 other S bills in the 114th — cohort avg 43d
Inclusive Prosperity Act of 2015 Amends the Internal Revenue Code to: (1) impose an excise tax on the transfer of ownership in certain securities (covered transaction), including any share of stock in a corporation, any partnership or beneficial interest in a partnership or trust, any note, bond, debenture, or other evidence of indebtedness (excluding tax-exempt municipal bonds), or derivative financial instruments; (2) impose a penalty on taxpayers who fail to include a covered transaction on their tax return or information statement; and (3) allow an individual taxpayer whose modified adjusted gross income does not exceed $50,000 ($75,000 for married taxpayers filing joint returns) a tax credit for the amount of tax paid on covered transactions.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (5)
2017 · first_quarter · Taxation/Internal Revenue Code
H.R. 1144 - Inclusive Prosperity Act, Robin Hood Tax, to tax sale of stocks, bonds, and derivatives S. 1371 - Inclusive Prosperity Act, excise tax on certain securities
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Occupational Safety & Health Administration (OSHA), SENATE
2017 · first_quarter · Financial Institutions/Investments/Securities
H.R. 1144 - Inclusive Prosperity Act, Robin Hood Tax, to tax sale of stocks, bonds, and derivatives S. 1371 - Inclusive Prosperity Act, excise tax on certain securities Opposed nomination of Steven Mnuchin for Secretary of the Treasury
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Occupational Safety & Health Administration (OSHA), SENATE
2016 · fourth_quarter · Financial Institutions/Investments/Securities
S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015. H.R. 2889/ S. 1686, Carried Interest Fairness Act. H.R. 2103/ S. 1127, Stop Subsidizing Million Dollar Bonuses Act. H.R. 5745, Putting Main Street FIRST Act. Offshore Subsidiary Disclosure Rules (SEC). SEC Corporate Political Disclosure Rulemaking.
Client expense: $310,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
2016 · fourth_quarter · Taxation/Internal Revenue Code
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371)
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2016 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Commodity related investments, savings Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans), including the Ax the Tax on Middle Class Americans' Health Plans Act (H.R. 879).
Client expense: $650,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2016 · fourth_quarter · Retirement
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Clean Air and Water (quality)
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Welfare
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Budget/Appropriations
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Trade (domestic/foreign)
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Medicare/Medicaid
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Waste (hazardous/solid/interstate/nuclear)
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Financial Institutions/Investments/Securities
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Civil Rights/Civil Liberties
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Pharmacy
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Health Issues
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Government Issues
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Housing
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Taxation/Internal Revenue Code
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Veterans
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Urban Development/Municipalities
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Education
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Natural Resources
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Economics/Economic Development
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Real Estate/Land Use/Conservation
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Medical/Disease Research/Clinical Labs
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Consumer Issues/Safety/Products
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Unemployment
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Labor Issues/Antitrust/Workplace
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · fourth_quarter · Environment/Superfund
Support for the "Inclusive Prosperity Act" including increase in tax rate on securities (H.R. 1464)(S. 1371), support for repeal of exclusions to VA collective bargaining (H.R. 2193) (S. 1257), support for single-payer healthcare, oppose National Nurse Act of 2015 in particular the creating of Chief Nursing Officer (S. 1205), support protection of nurses and other healthcare workers from workplace violence, support nurse-to-patient ratios (H.R. 1602)(S. 864), oppose Trans-Pacific Partnership Agreement, support protection of nurses/other healthcare workers from unsafe lifting and handling (S. 2408), support for environmental protection, support for collective bargaining, support for financial transaction tax
Client expense: Not reported · Firm income: Not reported
2016 · third_quarter · Financial Institutions/Investments/Securities
S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015. H.R. 2889/ S. 1686, Carried Interest Fairness Act. H.R. 2103/ S. 1127, Stop Subsidizing Million Dollar Bonuses Act. H.R. 5745, Putting Main Street FIRST Act. Offshore Subsidiary Disclosure Rules (SEC). SEC Corporate Political Disclosure Rulemaking.
Client expense: $320,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office
2016 · third_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Commodity related investments, savings Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans), including the Ax the Tax on Middle Class Americans' Health Plans Act (H.R. 879).
Client expense: $580,000 · Firm income: Not reported
2016 · second_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Commodity related investments, savings Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to the excise tax on the excess benefit portion of high-cost employer sponsored health care plans (known as Cadillac plans), including the Ax the Tax on Middle Class Americans' Health Plans Act (H.R. 879).
Client expense: $550,000 · Firm income: Not reported
2016 · second_quarter · Financial Institutions/Investments/Securities
General defense of CFPB. SEC clawback rule; Dodd Frank Section 954. Whistleblower Augmented Reward and Non-retaliation Act (WARN Act). S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 414, Burdensome Data Collection Relief Act:executive compensation issue. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015. H.R. 2889/ S. 1686, Carried Interest Fairness Act. H.R. 2103/ S. 1127, Stop Subsidizing Million Dollar Bonuses Act.
Client expense: $340,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2016 · second_quarter · Taxation/Internal Revenue Code
HR 2889/S 1686-Carried interest fairness act of 2015, HR 2103/S 1127-Stop subsidizing multi-million dollar corporate bonuses act, Wall Street tax/Financial transaction tax, Incorporation transparency and law enforcement assistance act and stop tax haven abuse act, inversions rule, HR 1464/S 1371-Inclusive Prosperity Act of 2015, Postal Banking
Client expense: $60,000 · Firm income: Not reported
Government targets: Consumer Product Safety Commission (CPSC), Education, Dept of, Environmental Protection Agency (EPA), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Occupational Safety & Health Administration (OSHA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2016 · first_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Commodity related investments, savings Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans; encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings
Client expense: $510,000 · Firm income: Not reported
2016 · first_quarter · Financial Institutions/Investments/Securities
General defense of CFPB. SEC clawback rule; Dodd Frank Section 954. Whistleblower Augmented Reward and Non-retaliation Act (WARN Act). S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 414, Burdensome Data Collection Relief Act:executive compensation issue. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015. H.R. 2889/ S. 1686, Carried Interest Fairness Act. H.R. 2103/ S. 1127, Stop Subsidizing Million Dollar Bonuses Act.
Client expense: $320,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), President of the U.S., SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to tax extenders legislation, Protecting Americans From Tax Hikes of 2015
Client expense: $830,000 · Firm income: Not reported
2015 · fourth_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386, H.R. 2315) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings Issues related to tax extenders legislation, Protecting Americans From Tax Hikes of 2015
Client expense: $830,000 · Firm income: Not reported
2015 · fourth_quarter · Financial Institutions/Investments/Securities
SEC Pay Ratio Rule: Dodd Frank Section 953(b). General defense of CFPB. SEC clawback rule; Dodd Frank Section 954. Whistleblower Augmented Reward and Non-retaliation Act (WARN Act). Vacancies at SEC. S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 414, Burdensome Data Collection Relief Act:executive compensation issue. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015.
Client expense: $310,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), President of the U.S., SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · third_quarter · Taxation/Internal Revenue Code
S. 324 - Shrinking Emergency Account Losses Act of 2015 (Enzi) S. 1371 - Inclusive Prosperity Act of 2015 (Sanders) S. 1946 - Tax Relief Extension Act of 2015 (Hatch) H.R. 1464 - Inclusive Prosperity Act of 2015 (Ellison) H.R. 2821 - Partnership Audit Simplification Act of 2015 (Renacci) Retirement Savings Tax Incentives Comprehensive Tax Reform Capital Gains and Dividend Tax Rates International Regulated Investment Company Tax-Exemption for Municipal Bond Interest ABLE Act Implementation Financial Transaction Tax
Client expense: $1,947,493 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2015 · third_quarter · Taxation/Internal Revenue Code
General tax issues related to mutual funds Capital gains and dividend tax rates as they relate to mutual funds Security or financial transaction tax proposals, including the Inclusive Prosperity Act of 2015 (H.R. 1464 and S. 1371) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest Issues related to the impact of tax reform proposals on the municipal bond market and issuers Issues related to 529 college savings plans (including H.R. 529 and S. 335, which among other provisions would permit the purchase of a computer for educational purposes from 529 Plan assets, permit refunds to be recontributed without tax consequences, and eliminate the requirement that distributions from a 529 plan be aggregated for purposes of determining the amount includible in a taxpayers income ); encourage retention of 529 plan tax incentives Issues related to allowing the payment of qualified elementary and secondary education expenses from 529 college savings plans, including the Empowering Parents to Invest in Choice Act (H.R. 1928) Issues related to mobile workforce legislation, including the Mobile Workforce State Income Tax Simplification Act (S. 386) Issues related to legislation that would impact the American Opportunity Tax Credit and 529 Plan contribution eligibility Issues related to tax incentives for retirement savings
Client expense: $460,000 · Firm income: Not reported
2015 · third_quarter · Financial Institutions/Investments/Securities
SEC Pay Ratio Rule: Dodd Frank Section 953(b). General defense of CFPB. SEC clawback rule; Dodd Frank Section 954. Whistleblower Augmented Reward and Non-retaliation Act (WARN Act). Vacancies at SEC. S. 1484, Financial Regulatory Improvement Act. Closing the IRS 162(m) loophole. H.R. 381, Return to Prudent Banking Act of 2015. H.R. 414, Burdensome Data Collection Relief Act:executive compensation issue. H.R. 3054/ S. 1709, 21st Century Glass-Steagall Act of 2015. H.R. 1464/ S. 1371, Inclusive Prosperity Act of 2015.
Client expense: $300,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), President of the U.S., SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2015 · second_quarter · Taxation/Internal Revenue Code
S. 324 - Shrinking Emergency Account Losses Act of 2015 (Enzi) S. 915 - Real Estate Investment and Jobs Act of 2015 (Hatch) S. 1371 - Inclusive Prosperity Act of 2015 (Sanders) H.R. 1464 - Inclusive Prosperity Act of 2015 (Ellison) Retirement Savings Tax Incentives Comprehensive Tax Reform Section 871(k) Flow-through of Certain Dividends Capital Gains and Dividend Tax Rates International Regulated Investment Company Tax-Exemption for Municipal Bond Interest Financial Transaction Tax
Client expense: $1,198,041 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of