College for All Act

S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSLEY (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. 2859 by FRANKEN (D-MN) College Access Act S. 3040 by BLUNT (R-MO) Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2017 S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3178 by FOXX (R-NC) Strengthening Transparency in Higher Education Act H.R. 3179 by GUTHRIE (R-KY) Empowering Students through Enhanced Financial Counseling Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H.R. 5528 by HECK (R-NV) Simplifying the Application for Student Aid Act H.R. 5529 by HECK (R-NV) Accessing Higher Education Opportunity Act H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program

Client expense: $113,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), White House Office

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

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

S. 108 by ALEXANDER (R-TN) Financial Aid Simplification and Transparency Act of 2015 S. 153 by HATCH (R-UT) I-Squared Act of 2015 (STEM/Immigration legislation) S. 335 by GRASSLEY (R-IA) legislation to improve IRC Sec. 529 Plans S. 559 by BURR (R-NC) Supporting Academic Freedom through Regulatory Relief Act S. 590 by McCASKILL (D-MO) Campus Accountability and Safety Act S. 649 by LEE (R-UT) Higher Education Reform and Opportunity Act of 2015 S. 729 by DURBIN (D-IL) Fairness for Struggling Students Act S. 1060 by HIRONO (D-HI) Pell Grant Protection Act S. 1061 by HIRONO (D-HI) Pell Grant Cost of Tuition Adjustment Act S. 1102 by REED (D-RI) Protect Student Borrowers Act of 2015 S. 1106 by PORTMAN (R-OH) Go to High School, Go to College Act of 2015 S. 1165 by MERKLEY (D-OR) Protecting Students from Worthless Degrees Act S. 1195 by WYDEN (D-OR) Student Right to Know Before You Go Act S. 1373 by SANDERS (I-VT) College for All Act S. 1664 by CARPER (D-DE) Military and Veterans Education Protection Act S. 1939 by SHAHEEN (D-NH) Student Protection and Success Act S. 2098 by MURPHY (D-CT) Students before Profits Act S. 2111 by BENNET (D-CO) Higher Education Innovation Act S. 2149 by GRASSKET (R-IA) Understanding the True Cost of College Act of 2015 S. 2150 by GRASSLEY (R-IA) Net Price Calculator Improvement Act S. 2191 by WYDEN (D-OR) PARTNERSHIPS ACT (higher education tax and spending legislation) S. 2419 by REED (D-RI) Educator Preparation Reform Act S. 2707 by SCOTT (R-SC) Protecting Workplace Advancement and Opportunity Act S. Res. 267 by BALDWIN (D-WI) Expressing support for the continuation of the Perkins Loan Program H.R. 509 by RANGEL (D-NY) Student Loan Interest Deduction Act of 2015 H.R. 529 by JENKINS (R-KS) legislation to improve IRC Sec. 529 Plans H.R. 644 by REED (R-NY) America Gives More Act of 2015 H.R. 970 by FOXX (R-NC) Supporting Academic Freedom through Regulatory Relief Act H.R. 1287 by DESANTIS (R-FL) Higher Education Reform and Opportunity Act of 2015 H.R. 1310 by MALONEY (D-NY) Campus Accountability and Safety Act H.R. 1399 by FRANKEL (D-FL) to authorize and improve a grant program to assist institutions of higher education in establishing, maintaining, improving and operating Veteran Student Centers H.R. 1434 by COURTNEY (D-CT) to amend HEA to provide for refinancing of certain Federal student loans H.R. 1956 by HINOJOSA (D-TX) Pell Grant Protection Act H.R. 1958 by HINOJOSA (D-TX) Year-Round Pell Grant Restoration Act H.R. 2192 by TAKANO (D-CA) PRO Students Act H.R. 2267 by COLLINS (R-NY) Protecting All College Tuition (PACT) H.R. 2364 by CARNEY (D-DE) Protect Student Borrowers Act of 2015 H.R. 2429 by McDERMOTT (D-WA) Student Loan Tax Debt Relief Act H.R. 2518 by HUNTER (R-CA) Student Right to Know Before You Go Act H.R. 2521 by EDWARDS (D-MD) Restoring Education and Learning (REAL) Act H.R. 2542 by LARSEN (D-WA) Bereaved Borrowers Bill of Rights Act of 2015 H.R. 3157 by ROKITA (R-IN) Student Privacy Protection Act H.R. 3372 by LOVE (R-UT) Flexibility to Innovate for College Affordability Act H.R. 3432 by YOUNG (R-IN) Investing in Student Success Act H.R. 3594 by BISHOP (R-MI) Higher Education Extension Act H.R. 3861 by DAVIS (R-IL) legislation to extend employer provided education assistance to employer provided loan repayment assistance H.R. 4773 by WALBERG (R-MI) Protecting Workplace Advancement and Opportunity Act H. Res. 26 by GOODLATTE (R-VA) Strongly supporting the quality and value of diversity and innovation in the Nations higher education institutions, and strongly disagreeing with the Presidents proposal to create and administer a Postsecondary Institution Ratings System H. Res. 294 by MESSER (R-IN) Expressing support for the continuation of the Perkins Loan Program

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

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

American Education Week appropriations bill cosponsor request charter schools Child Nutrition Child nutrition reathorizarion college affordability Connect Ed Consolidated Appropriations Act of 2016 co-sponsorships CTE DC voucher program DC Vouchers early childhood early ed, construction Early education Education education legislation ESEA ESEA Conference Committee ESEA reauth ESEA, DC Vouchers ESEA, DODEA ESEA, excise tax ESEA, HEA ESEA, Sequester ESEA/charters ESEA/Labor ESEA/opp dashboard First Book and Connect Ed Friedrichs H.R. 10 H.R. 1541: Preservation Research at Institutions Serving Minorities Act H.R. 3366: Teach Our Teachers Act H.R. 3817 Improving School Nutrition Training Act H.R. 3990: Start-up America's Students Act H.R. 4013: Equity and Excellence in American Education Act of 2015 H.R. 4028: IDEA High Cost Pool Funding Act H.R. 5: Student Success Act HEA Higher Education IDEA NEA Co-Sponsorship List opportunity dashboard Perkins CTE S.1177: Every Child Achieves Act of 2015 S.1373 : College for All Act S.2067 S.2171 special education student financial aid Teacher Briefing teacher diversity teacher preparation teacher shortages testing reduction, ESEA

Client expense: $677,000 · Firm income: Not reported

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

All items pertaining to ESEA reauthorization H.R. 5, the Student Success Act, & all relevant amendments S. 1177, the ECAA, & all relevant amendments Comments to Dept of Agriculture re changes to CACFP(child & adult care food program) H.R. 970/S. 559, Supporting Academic Freedom Through Regulatory Relief Act S 191 Perkins (Educating Tomorrows Workforce Act) H.R. 1827, Helping Schools Protect Our Children Act S. 439, Student Non-Discrimination Act S. 311, Safe Schools Improvement Act Charter School Accountability Act (amendment to ECAA) Opposition to vouchers and portability (note - includes but is not limited to DC vouchers) Discussions surrounding Background checks in schools Free community college proposals, including Americas College Promise Act (S. 1716/HR 2962) and College for All Act (S. 1373) S. 1060/H.R. 1956, Pell Grant Protection Act S. 1059/H.R. 1959, College Options for DREAMers Act S. 1061/H.R. 1957, Pell Grant Cost of Tuition Adjustment Act S. 1062/H.R. 1958, Year-Round Pell Grant Restoration Act S. 1557, Service Member Student Loan Affordability Act S. 1664, Military and Veterans Education Protection Act H.R. 2192 PRO Students Act Students Before Profits Act [note - no number yet this Congress] S. 1380/H.R. 2411, Strong Start for America's Children Act Veterans Education Relief and Reinstatement Act (VERRA) [note - has not yet been introduced] H.R. 2429, Student Loan Tax Debt Relief Act Gainful employment regulation (opposition to appropriations rider) STEM Education Tax Incentive for Teachers Act [note - no number yet this Congress] Discussions surrounding Corinthian Colleges shutdown and student loan discharge, including Defense to Repayment process and closed school discharges (ED) Discussions surrounding Predatory and/or unstable for-profit colleges (ED) Discussions surrounding Collection of marketing expense data at proprietary institutions under the IPEDS Finance Survey (ED) Discussions surrounding Regulatory burden in education (ED)

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 (H.R. 1464) and the College for All Act (S. 1373) Issues related to limitations on exclusion of municipal bond interest 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 ); encourage retention of their 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)

Client expense: $540,000 · Firm income: Not reported