Credit for Caring Act of 2016

Senior care tax incentive; aging; homecare policy; Credit for Caring Act; S 2759

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship, responded to inquiries on the bill, and discussed the bill in the current and new Congress. S. 3111, Senior Tax Prevention Hike Act - Discussed bill. S. 3067, H.R. 5485, H.R. 5325, H.R. 2028, Financial Services & General Government Appropriations bill, FY 2017 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $2,530,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Transit Administration (FTA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship, House passage of legislation/enactment, discussed related issues and the bill in the new Congress. S. 2759, H.R. 4708, Credit for Caring Act - Urged cospsonsorship, responded to inquiries on the bill, and discussed the bill in the current and new Congress. Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus; discussed co-chair of caucus in the new Congress. Provided information regarding Medicaid managed long-term services and supports and discussed family caregiver assessment in Medicaid home and community-based services. Provided information regarding family caregiver out-of-pocket cost report and discussed S. 2759, H.R. 4708, Credit for Caring Act, and S. 1719, H.R. 3099, RAISE Family Caregivers Act. Extended invitation regarding a long-term services and supports event. Provided information regarding Hispanic family caregivers and family caregiving for people with disabilities. S. 1719, H.R. 3099, Discussed Dear Colleague for National Family Caregiver Month and RAISE Family Caregivers Act. Shared National Acadamies' Report on family caregiving with Hill staff. Participated in CMS Caregiver Workgroup.

Client expense: $2,530,000 · Firm income: Not reported

Access to Better Care Act(H.R.5652) ACE Kids Act (S.298/H.R.546) Advancing NIH Strategic Planning and Representation in Medical Research Act(S.2745) Advancing Research for Neurological Diseases Act(S.849/H.R.292) American Heart Month Resolution(S.Res.365) 21st Century Cures Act(H.R.6) Common Sense Savings Act (H.R.4725) Community Parks Revitalization Act (H.R.201) Community Prevention Grants Congenital Heart Futures Reauthorization Act of 2015(S.2248/H.R.3952) Credit for Caring Act(H.R.4708/S.2759) End of Life Care Legislation End Surprise Billing Act(H.R.3770) Enhancing the Stature and Visibility of Medical Rehabilitation Research at NIH Act(H.R.1631/S.800) Indian Health Service Health Professions Tax Fairness Act (H.R.1842/S.536) Menu Labeling (ACA Section 4205) No Child Left Inside Act(H.R.882/S.492) Physical Activity Recommendations for Americans (H.R.1499/S.1793) Prevention and Public Health Fund (ACA Section 4002) Personal Health Investment Today Act (PHIT) (H.R.1218/ S.2218) Public Lands Service Corps Act (H.R.2167/S.1160) RAISE Family Caregivers Act (S.1719/H.R.3099) Reducing Obesity in Youth Act(S.3194) Health Equity and Accountability Act (H.R.5475)

Client expense: $175,017 · Firm income: Not reported

P.L. 111-375 National Alzheimer's Project Act, All sections H.R. 9/S. 1137, the Innovation Act H.R. 1559/S. 857, the Health Outcomes, Planning, and Education (HOPE) for Alzheimer's Act of 2015 H.R. 1468, the Global Brain Health Act of 2015 H.R. 2624/S. 1488, the Part D Beneficiary Appeals Fairness Act H.R. 3090/S. 3113, the Alzheimer's Caregiver Support Act H.R. 3091, the Missing Alzheimer's Disease Patient Alert Program Reauthorization Act H.R. 3092, the Alzheimer's Disease Semipostal Stamp Act H.R. 3099/S. 1719, the RAISE Family Caregivers Act H.R. 3119/S. 2748, the Palliative Care and Hospice Education and Training Act H.R. 3243/S. 1362, the PACE Innovation Act H.R. 3660/S. 3126, the Preventive Health Savings Act H.R. 4708/S.2759, the Credit for Caring Act of 2016 H.R. 4919/S. 2614, Kevin and Avonte's Law of 2016 H.R. 5196/S. 879, the Americans Giving Care to Elders (AGE) Act of 2015 H.R. 5347, the Social Security Disability Fairness Act H.R. 5681/S. 3137, the Alzheimer's Beneficiary and Caregiver Support Act H. Res. 237/S. Res. 74, a resolution declaring that achieving the primary goal of the National Plan to Address Alzheimer's Disease of the Department of Health and Human Services to prevent and effectively treat Alzheimer's disease by 2025 is an urgent national priority S. 192, the Older Americans Act Reauthorization Act of 2015 S. 1549, the Care Planning Act of 2015 S. 2010, the Expedited Disability Insurance Payments for Terminally Ill Individuals Act S. 2961, the Compassionate Care Act S. 3130, the Independence at Home Act of 2016 S. 3270, the Elder Abuse Prevention and Prosecution Act

Client expense: $220,000 · Firm income: Not reported

Email to Sen. Ernsts office to endorse S.2759, the Credit for Caring Act to provide tax credits to family caregivers

Client expense: Not reported · Firm income: $6,976

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill. Lobbied House and Senate members on Social Security solvency. S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship and House passage of legislation. S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship. Discussed family caregivers and medical training, state legislation and federal regulations. Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act. S. 3040, H.R. 5926, H.R. 5325, Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs. S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Discussed support of bill. Discussed elder abuse registry bill. Discussed Family Caregiving Across Subpopulations Hill briefing and held briefing on family caregiving for people with Alzheimer's/dementia, intellectual/development disabilities, veterans and people with mental health needs. Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus. Discussed Prepare to Care, family caregiving, and brain health. H.R. 2668, National Care Corps Act - Discussed bill as well as long-term services and supports financing, and ACT Caucus. Discussed National Family Caregiver Support Program.

Client expense: $2,290,000 · Firm income: Not reported

S. 2759, H.R. 4708, Credit for Caring Act - Urged co-sponsorship of the bill, discussed bill supporters, and responded to inquiries. H.R.3590, Halt Tax Increases for Seniors Act - Discussed bill. S. 3111, Senior Tax Prevention Hike Act - Discussed bill. S. 3067, H.R. 5485, H.R. 5325, Financial Services & General Government Appropriations bill, FY 2017 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $2,290,000 · Firm income: Not reported

Access to Better Care Act(H.R.5652) ACE Kids Act (S.298/H.R.546) Advancing NIH Strategic Planning and Representation in Medical Research Act(S.2745) Advancing Research for Neurological Diseases Act(S.849/H.R.292) American Heart Month Resolution(S.Res.365) 21st Century Cures Act(H.R.6) Common Sense Savings Act (H.R.4725) Community Parks Revitalization Act (H.R.201) Community Prevention Grants Congenital Heart Futures Reauthorization Act of 2015(S.2248/H.R.3952) Credit for Caring Act(H.R.4708/S.2759) End of Life Care Legislation End Surprise Billing Act(H.R.3770) Enhancing the Stature and Visibility of Medical Rehabilitation Research at NIH Act(H.R.1631/S.800) Indian Health Service Health Professions Tax Fairness Act (H.R.1842/S.536) Menu Labeling (ACA Section 4205) No Child Left Inside Act(H.R.882/S.492) Physical Activity Recommendations for Americans (H.R.1499/S.1793) Prevention and Public Health Fund (ACA Section 4002) Personal Health Investment Today Act (PHIT) (H.R.1218/ S.2218) Public Lands Service Corps Act (H.R.2167/S.1160) RAISE Family Caregivers Act (S.1719/H.R.3099) Reducing Obesity in Youth Act(S.3194) Health Equity and Accountability Act (H.R.5475)

Client expense: $166,728 · Firm income: Not reported

in support of S2759 Credit for Caring Act and S2712 Combat Injured Veterans Tax Fairness Act of 2016 lobbying to stop improper federal taxation of severance payments of Chapter 61 medically retired servicmembers

Client expense: Not reported · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Veterans Affairs, Dept of (VA)

P.L. 111-375 National Alzheimer's Project Act, All sections H.R. 9/S. 1137, the Innovation Act H.R. 1559/S. 857, the Health Outcomes, Planning, and Education (HOPE) for Alzheimer's Act of 2015 H.R. 1468, the Global Brain Health Act of 2015 H.R. 2624/S. 1488, the Part D Beneficiary Appeals Fairness Act H.R. 3090/S. 3113, the Alzheimer's Caregiver Support Act H.R. 3091, the Missing Alzheimer's Disease Patient Alert Program Reauthorization Act H.R. 3092, the Alzheimer's Disease Semipostal Stamp Act H.R. 3099/S. 1719, the RAISE Family Caregivers Act H.R. 3119/S. 2748, the Palliative Care and Hospice Education and Training Act H.R. 3243/S. 1362, the PACE Innovation Act H.R. 3660, the Preventive Health Savings Act H.R. 4708/S.2759, the Credit for Caring Act of 2016 H.R. 4919/S. 2614, Kevin and Avonte's Law of 2016 H.R. 5196/S. 879, the Americans Giving Care to Elders (AGE) Act of 2015 H. Res. 237/S. Res. 74, a resolution declaring that achieving the primary goal of the National Plan to Address Alzheimer's Disease of the Department of Health and Human Services to prevent and effectively treat Alzheimer's disease by 2025 is an urgent national priority S. 192, the Older Americans Act Reauthorization Act of 2015 S. 1549, the Care Planning Act of 2015 S. 2961, the Compassionate Care Act S. 3130, the Independence at Home Act of 2016

Client expense: $180,000 · Firm income: Not reported

Access to Better Care Act(H.R.5652) ACE Kids Act (S.298/H.R.546) Advancing NIH Strategic Planning and Representation in Medical Research Act(S.2745) Advancing Research for Neurological Diseases Act(S.849/H.R.292) American Heart Month Resolution(S.Res.365) 21st Century Cures Act(H.R.6) Common Sense Savings Act (H.R.4725) Community Parks Revitalization Act (H.R.201) Community Prevention Grants Congenital Heart Futures Reauthorization Act of 2015(S.2248/H.R.3952) Credit for Caring Act(H.R.4708/S.2759) End of Life Care Legislation End Surprise Billing Act(H.R.3770) Enhancing the Stature and Visibility of Medical Rehabilitation Research at NIH Act(H.R.1631/S.800) Indian Health Service Health Professions Tax Fairness Act (H.R.1842/S.536) Menu Labeling (ACA Section 4205) Meeting with HHS Secretary-Precision Medicine, ACA, Workplace Wellness, and Sodium No Child Left Inside Act(H.R.882/S.492) Physical Activity Recommendations for Americans (H.R.1499/S.1793) Prevention and Public Health Fund (ACA Section 4002) Personal Health Investment Today Act (PHIT) (H.R.1218/ S.2218) Public Lands Service Corps Act (H.R.2167/S.1160) RAISE Family Caregivers Act (S.1719/H.R.3099)

Client expense: $159,620 · Firm income: Not reported

H.R. 711, The Equal Treatment of Public Servants Act - Supported, lobbied and testified on behalf of bill. Lobbied House and Senate members on Social Security solvency. Lobbied Judiciary Committee in opposition of the balanced budget amendment. Wrote letter in opposition. S. 1719, H.R. 3099, RAISE Family Caregivers Act - Urged cosponsorship and House action on legislation. Discussed Dear Colleague letters. S.1719, RAISE Family Caregivers Act - Discussed action on the bill and shared relevant information. S. 2759, H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter. Gave heads up on thank you ads. Discussed event related to bill. Urged co-sponsorship. Discussed bill supporters' Dear Colleague letter requesting cost estimation on bill. S. 2759, Credit for Caring Act - Discussed request for family caregiver story from Iowa. H.R. 3913, Lifespan Respite Care Reauthorization Act - Discussed bill. Shared AARP reports on family caregiving. (no bill #) S. 3065, H.R. 5456, Family First Preventive Services Act - Discussed bill. S. 879, Americans Giving Care to Elders Act - Discussed and provided our position on the bill. Attended meeting of the Health Aging Workgroup at the CDC to discuss their healthy aging report (also in attendance: ACL, Surgeon Generals office). Discussed older worker employment programs including the Senior Community Service Employment Program (SCSEP) under the Older Americans Act. S. 3040, Labor, Health and Human Services Appropriations, FY2017 - Lobbied in support of funding for various programs, including caregiving, supportive services and community service programs. S. 2180, H.R. 5574, Protecting Older Workers Against Discrimination Act - Discussed support of bill. Discussed elder abuse registry bill. Participated in CMS caregiver workgroup. Discussed family caregiving briefing with staff from ACL, CMS and the VA. Responded to inquiry regarding Medicare form to share information with family caregivers. Participated in ACL meeting on guardianship. Attended the Elder Justice Coordinating Council meeting. Discussed elder care and family caregiving (DOL). Responded to inquiry regarding AARP Tax-Aide visit. S. 3113, H.R. 3090, Alzheimer's Caregiver Support Act - Discussed bill. RSVP'd for CMS caregiving workgroup meeting. Discussed family caregiving. Extended invitations to speak at and attend the Family Caregiving 101 Hill briefing. Discussed logistics for Family Caregiving Across Subpopulations Hill briefing. Extended briefing invitations. Discussed and urged Member offices to join Assisting Caregivers Today (ACT) Caucus.

S. 2759, H.R. 4708, Credit for Caring Act - Discussed proposed tax credit for family caregivers. Discussed bill introduction and sent endorsement letter. H.R.3590, Halt Tax Increases for Seniors Act - Discussed bill. H.R. 5254, Senior Accessible Housing Act - Discussed and provided feedback on bill.

Client expense: $2,060,000 · Firm income: Not reported

in support of S2759 Credit for Caring Act and S2712 Combat Injured Veterans Tax Fairness Act of 2016

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

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE, Veterans Affairs, Dept of (VA)

H.R. 6, 21st Century Cures Act, relating to scientific research and treatments, all provisions; Public Law 113-295, Title IV, Division B (Achieving a Better Life Experience Act of 2014), relating to savings for individuals with disabilities, all provisions; S. 2702/H.R. 4795, ABLE To Work Act, relating to contribution limits for ABLE account beneficiaries who work, all provisions; S. 2703/H.R. 4794, ABLE Financial Planning Act, relating to rollovers of ABLE account from or to college savings accounts, all provisions; S. 2704/H.R. 4813, ABLE Age Adjustment Act, relating to the eligible age for ABLE accounts, all provisions; S. 2614/H.R. 4919, Kevin and Avonte's Law of 2016, relating to the safety of individuals with autism, all provisions; Public Law 114-95, Every Child Succeeds Act of 2015, relating to career and technical education for students with disabilities, all provisions; S. 2718 Perkins Fund for Equity and Excellence Act of 2015, relating to wrap-around services for students with disabilities, all provisions; H.R. 1477, Perkins Fund for Equity and Excellence of 2015, relating to wrap-around support services for students with disabilities, all provisions; H.R. 5587, Strengthening Career and Technical Education for the 21st Century Act, relating to career and technical education for students with disabilities, all provisions; S. 298/H.R. 546, Advancing Care for Exceptional (ACE) Kids Act of 2015, relating to services for medically complex children, provisions on title XIX of the Social Security Act; S. 2721/H.R. 3377, Social Security Caregiver Credit Act of 2016, relating to Social Security credit for caregivers, Social Security provisions on income deeming and eligibility; S. 2759/H.R. 4708, Credit for Caring Act of 2016, relating to income tax credits for caregivers, provisions on income tax credits; S. 1719/H.R. 3099, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act, related to a national family caregiving strategy, all provisions; Public Law 113-128, Workforce Innovation and Opportunity Act of 2014,relating to workforce development, provisions relating to pre-employment services for students with disabilities; Public Law 108-446, Individuals with Disabilities Education Act of 2004, relating to special education, all provisions; Public Law 109-270, Carl D. Perkins Career and Technical Education Act of 2006, relating to career and technical education for students with disabilities, all provisions; Public Law 110-315, Higher Education Opportunity Act of 2008, relating to post-secondary opportunities for students with autism, all provisions; Public Law 113-157 (Autism CARES Act of 2014), relating to autism research and services, all provisions; Innovation for Healthier Americans/Precision Medicine Initiative; TRICARE services for children with autism; Federal Employees Health Benefits program as it affects people with autism; implementation of the Affordable Care Act as it affects people with autism; education and employment of and health care and housing for people with autism; Medicaid, Social Security, and other benefit programs that affect people with autism; early access to care for people with autism; CMS final rules CMS 2249-F and CMS 2296-F, relating to home and community-based services, all provisions; Patient Protection and Affordable Care Act: Benefit and Payment Parameters for 2017, relating to implementation of the Affordable Care Act, provisions on 45 CFR Parts 144, 146, 147, 153, 154, 155, and 158; GAO study related to the transition needs of and services for adults with autism; financing for long-term services and supports; appropriations related to early intervention, education, caregiver support and services under title XIX of the Social Security Act; Early and Periodic Screening, Diagnostic, and Treatment benefit under title XIX of the Social Security Act; 2017 appropriations for Autism CARES and the Congressionally Directed Medical Research Program autism program; recognition of World Autism Awareness Day and Month.

ACE Kids Act (S.298/H.R.546) American Heart Month Resolution(S.Res.365) 21st Century Cures Act(H.R.6) Common Sense Savings Act (H.R.4725) Community Parks Revitalization Act (H.R.201) Community Prevention Grants Congenital Heart Futures Reauthorization Act of 2015(S.2248/H.R.3952) Credit for Caring Act(H.R.4708/S.2759) End of Life Care Legislation End Surprise Billing Act(H.R.3770) Enhancing the Stature and Visibility of Medical Rehabilitation Research at NIH Act(H.R.1631/S.800) Indian Health Service Health Professions Tax Fairness Act (H.R.1842/S.536) Menu Labeling (ACA Section 4205) No Child Left Inside Act(H.R.882/S.492) Physical Activity Recommendations for Americans (H.R.1499/S.1793) Prevention and Public Health Fund (ACA Section 4002) Personal Health Investment Today Act (PHIT) (H.R.1218/ S.2218) Public Lands Service Corps Act (H.R.2167/S.1160) RAISE Family Caregivers Act (S.1719/H.R.3099)

Client expense: $186,805 · Firm income: Not reported

H.R. 6, 21st Century Cures Act, relating to scientific research and treatments, all provisions; Public Law 113-295, Title IV, Division B (Achieving a Better Life Experience Act of 2014), relating to savings for individuals with disabilities, all provisions; S. 2702/H.R. 4795, ABLE To Work Act, relating to contribution limits for ABLE account beneficiaries who work, all provisions; S. 2703/H.R. 4794, ABLE Financial Planning Act, relating to rollovers of ABLE account from or to college savings accounts, all provisions; S. 2704/H.R. 4813, ABLE Age Adjustment Act, relating to the eligible age for ABLE accounts, all provisions; S.163, Avonte's Law Act of 2015, relating to the safety of individuals with autism, all provisions; S. 2614/H.R. 4919, Kevin and Avonte's Law Act, relating to the safety of individuals with autism, all provisions; S. 1177, Every Child Succeeds Act of 2015, relating to career and technical education for students with disabilities, all provisions; S. 2718 Perkins Fund for Equity and Excellence Act of 2015, relating to wrap-around services for students with disabilities, all provisions; H.R. 8, Student Success Act of 2015, relating to education for students with disabilities, all provisions; S. 298/H.R. 546, Advancing Care for Exceptional (ACE) Kids Act of 2015, relating to services for medically complex children, provisions on title XIX of the Social Security Act; S. 2721/H.R. 3377, Social Security Caregiver Credit Act of 2016, relating to Social Security credit for caregivers, Social Security provisions on income deeming and eligibility; S. 2759/H.R. 4708, Credit for Caring Act of 2016, relating to income tax credits for caregivers, provisions on income tax credits; S. 1719/H.R. 3099, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act, related to a national family caregiving strategy, all provisions; S. 2427, Disability Integration Act of 2015, relating to long-term assistance for individuals with disabilities, provisions on title XIX of the Social Security Act; S. 1604, Transition to Independence Act, relating to demonstration programs for individuals with disabilities, provisions on title XIX of the Social Security Act; Public Law 113-128, Workforce Innovation and Opportunity Act of 2014,relating to workforce development, provisions relating to pre-employment services for students with disabilities; Public Law 108-446, Individuals with Disabilities Education Act of 2004, relating to special education, all provisions; Public Law 109-270, Carl D. Perkins Career and Technical Education Act of 2006, relating to career and technical education for students with disabilities, all provisions; Public Law 110-315, Higher Education Opportunity Act of 2008, relating to post-secondary opportunities for students with autism, all provisions; Public Law 113-157 (Autism CARES Act of 2014), relating to autism research and services, all provisions; Innovation for Healthier Americans/Precision Medicine Initiative; TRICARE services for children with autism; Federal Employees Health Benefits program as it affects people with autism; implementation of the Affordable Care Act as it affects people with autism; education and employment of and health care and housing for people with autism; Medicaid, Social Security, and other benefit programs that affect people with autism; early access to care for people with autism; CMS final rules CMS 2249-F and CMS 2296-F, relating to home and community-based services, all provisions; Patient Protection and Affordable Care Act: Benefit and Payment Parameters for 2017, relating to implementation of the Affordable Care Act, provisions on 45 CFR Parts 144, 146, 147, 153, 154, 155, and 158; GAO study related to the transition needs of and services for adults with autism; financing for long-term services and supports; appropriations related to early intervention, education, caregiver support and services under title XIX of the Social Security Act; 2017 appropriations for Autism CARES and the Congressionally Directed Medical Research Program autism program; recognition of World Autism Awareness Day and Month.