Credit for Caring Act of 2017

Rare disease patient care and screening and coverage issues in authorization and appropriations legislation; S. 1151 Credit for Caring Act.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

P.L. 115-119, RAISE Family Caregivers Act - Discussed implementation and funding with ACL, HHS, Senate, and House staff. S. 1151/H.R. 2505, Credit for Caring Act, H.R. 3493, Care Corps Demonstration Act; Assisting Caregivers Today (ACT) Caucus - Discussed these bills and the ACT Caucus, family caregiving more broadly and the long-term care/direct care workforce. Shared information and data on family caregiving and suggested other resources with Senate staff. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. No bill number, Guardianship Abuse Prevention Act - Provided feedback on draft bill for Senate staff. No bill number, Lifespan Respite Care Reauthorization Act of 2018 - Discussed and provided feedback on family caregiving bill with House staff. H.R. 3493, Care Corps Demonstration Act - Provided feedback on revised bill and discussed the legislation with House staff. Discussed social isolation with Senate staff. H.R. 2535/S. 1188, Lifespan Respite Care Reauthorization Act; H.R. 4219, the Workflex in the 21st Century Act; Assisting Caregivers Today (ACT) Caucus; Older Americans Act law (no bill number) - Discussed these bills, family caregiving broadly and paid direct care workforce issues. Shared information and data on family caregiving and suggested other resources. Sent materials from Family Caregiving: Medicare and Medicaid briefing to House and Senate staff attendees. Discussed Patient Choice and Quality Care Act (S. 1334/H.R. 2797), Elder Abuse Prevention and Prosecution Act (P.L. 115-70) and guardianship broadly in response to Senate Aging Committee stakeholder inquiry. H.R.6157, Department of Defense and Labor, Health and Human Services, and Education Appropriations Act, 2019 and Continuing Appropriations Act, 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave. Discussed opposition to paid family leave through Social Security.

Client expense: $1,740,000 · Firm income: Not reported

H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 5282/S. 2526, the Retirement Enhancement and Savings Act - Supported bill. S. 3197, SIMPLE plan Modernization Act - Supported bill. Discussed retirement issues relevant to tax reform. Discussed Congressional Multiemployer Pension Plan Committee and Multiemployer Pension issues. Discussed women's Social Security and retirement issues. Discussed small employer retirement issues. Testified before the DOL ERISA Advisory Council on Lifetime Income products and issues. Discussed concerns regarding the Security and Exchange Commission (SEC) proposed rulemaking on a new standard of conduct for broker-dealers. Discussed retirement issues relevant to tax reform generally and "Tax 2.0" legislation. P.L. 115-119, RAISE Family Caregivers Act; S. 1151/H.R. 2505, Credit for Caring Act - Discussed bills and provided feedback on policy ideas regarding caregiving and retirement security with GAO staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. Discussed opposition to paid family leave through Social Security. Discussed the Windfall Elimination Provision in Social Security with House Ways and Means staff.

Client expense: $1,740,000 · Firm income: Not reported

Discussed support for medical expense deduction in Tax 2.0 House legislation. Discussed potential reintroduction of permanent legislation regarding medical expense deduction in Senate. S. 1151/H.R. 2505, Credit for Caring Act - Discussed bill and provided information in response to questions related to the bill with Senate and House staff. Discussed family caregiving, nutrition, SNAP with House staff. H.R.6147, Interior, Environment, Financial Services and General Government, Agriculture, Rural Development, Food and Drug Administration, and Transportation, Housing and Urban Development Appropriations Act, 2019 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. Sent Treasury letter requesting guidance on the recently enacted tax credit to encourage employers to provide paid family and medical leave.

Client expense: $1,740,000 · Firm income: Not reported

Rare disease patient care, screening, and coverage issues in authorization and appropriations legislation, S 1151 Credit for Caring Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

P.L. 111-375 National Alzheimer's Project Act, All Sections S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 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 H.R.2953/S.2164 Preventive Health Savings Act S. 464 the Independence at Home Act of 2017 S. 547 Senior Financial Empowerment Act of 2017 S. 1606 In-Home CARE Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973/S.2208 Alzheimer's Disease Semipostal Stamp Act S.2076/H.R.4256 BOLD Infrastructure for Alzheimer's Act S.1188/H.R.2535 Lifespan Respite Care Reauthorization Act H.R.5191 Medical Improvement of Neurodegenerative Diseases (MIND) Act of 2018 S.2387/H.R.4957 Concentrating on High-Value Alzheimer's Needs to Get to an End (CHANGE) Act of 2018 H.R.3493 Care Corps Demonstration Act

Client expense: $400,000 · Firm income: Not reported

Rare disease patient care and screening and coverage issues in authorization and appropriations legislation; S. 1151 Credit for Caring Act.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4610, Receiving Electronic Statements to Improve Retiree Earnings Act - Opposed permitting electronic delivery to be the default method for providing important retirement plan disclosures and notices. H.R. 6258/S. 3107, Financial Services & General Government Appropriations bill for FY 2018 - Lobbied in opposition to inclusion of hostile riders concerning SEC and DOL fiduciary duty rules with House and Senate Appropriations Committee staff. S. 2753, Commission on Retirement Security Act of 2018 - Discussed bill. Discussed Congressional Multiemployer Pension Plan Committee. H.R. 854, the Retirement Security for American Workers Act; H.R. 4158, the Retirement Plan Modernization Act; H.R. 4604, the Increasing Access to a Secure Retirement Act; and H.R. 4610, the Receiving Electronic Statements to Improve Retiree Earnings Act - Sent letter to the US House Committee on Education and the Workforce on pending retirement bills. H.R. 4547, Strengthening Protections for Social Security Beneficiaries Act of 2018 - Sent letter in support for bill. Discussed women's retirement issues. Discussed consideration of paid leave programs as part of Social Security system. Discussed Windfall Elimination Provision in Social Security. Discussed small employer retirement incentives. S. 2526, Retirement Enhancement and Savings Act - Sent letter in support of bill. S. 2474, Retirement Savings Lost and Found Act of 2018 - Discussed bill. Met with SSA staff at their request to discuss how to make their website more user-friendly. H.R. 6084, Improving Social Security's Service to Victims of Identity Theft Act - Sent letter in support of bill. H.R. 1512, Social Security Child Protection Act of 2018 - Sent letter in support of bill. Discussed support for the Department of Labor (DOL) Fiduciary rule and concerns regarding the Security and Exchange Commission (SEC) proposed best interest standard. Discussed retirement issues relevant to tax reform. Discussed family caregiving and retirement security including (P.L. 115-119) RAISE Family Caregivers Act, and (S. 1151/H.R. 2505) Credit for Caring Act with GAO staff. Lobbied on paid leave thru Social Security (no bill); S. 337, FAMILY Act

S. 3158, Labor-HHS Appropriations bill for FY 2019 - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (USDA Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs. P.L. 115-119, RAISE Family Caregivers Act - Discussed implementation and thank you for support and passage of the legislation. P.L. 115-119, Sent letter on RAISE Family Caregivers Act implementation. P.L. 115-119, Requested a hearing question be asked of HHS Secretary Azar on RAISE Family Caregivers Act implementation. Family Caregiving: Medicare and Medicaid Hill briefing - discussed family caregiving, Medicare and Medicaid and RAISE Family Caregivers Act (P.L. 115-119). Invited House and Senate staff. Discussed invitation to AARP PPI roundtable on family caregiving with ACL staff. H.R. 3493, Care Corps Demonstration Act - Discussed the bill itself and support for the legislation; shared letter of support. Discussed family caregiver tax credit. Discussed family caregiving and opioids. P.L. 115-196, S. 1091/H.R. 3105, Discussed support for Supporting Grandparents Raising Grandchildren Act. Discussed family caregiving roundtable discussion invitation with ACL staff. Discussed family caregiving and retirement security including (P.L. 115-119) RAISE Family Caregivers Act and (S. 1151/H.R. 250) Credit for Caring Act with GAO staff. Discussed, caregiving, long-term care, voter education, issues important to older adults. Discussed support for family caregivers. Scheduled meeting to discuss Caregiver Corps. Discussed Medicare post-acute care, family caregivers and ways to support them. Lobbied on paid leave thru Social Security (no bill); S. 337, FAMILY Act

Client expense: $2,220,000 · Firm income: Not reported

Rare disease patient care, screening, and coverage issues in authorization and appropriations legislation, S 1151 Credit for Caring Act

Client expense: $230,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

P.L. 111-375 National Alzheimer's Project Act, All Sections S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 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. 464 the Independence at Home Act of 2016 S. 547 Senior Financial Empowerment Act of 2017 S. 1606 In-Home CARE Act H.R.2953/S.2164 Preventive Health Savings Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973/S.2208 Alzheimer's Disease Semipostal Stamp Act H.R.3263 To amend title XVIII of the Social Security Act to extend the Medicare independence at home medical practice demonstration program S.870/H.R.4579 CHRONIC Care Act S.2070/H.R.4221 Kevin and Avonte's Law of 2017 S.2076/H.R.4256 BOLD Infrastructure for Alzheimer's Act S.1188/H.R.2535 Lifespan Respite Care Reauthorization Act H.R.5191 Medical Improvement of Neurodegenerative Diseases (MIND) Act of 2018 S.2387/H.R.4957 Concentrating on High-Value Alzheimer's Needs to Get to an End (CHANGE) Act of 2018

Client expense: $316,000 · Firm income: Not reported

Discussed family caregiver tax credit draft legislation. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. Discussed support for medical expense deduction. (no bill) Discussed retirement tax issues and pension issues. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $2,190,000 · Firm income: Not reported

S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed RAISE Family Caregivers Act implementation, Older Americans Act; social isolation (shared report and related invitation to an event); and homelessness/housing for older adults (shared related research and resources). (HHS ASPE) S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed Senate consideration of the bill, thanked House and Senate offices, discussed implementation and letter to HHS on implementation. (House and Senate) Discussed the Assisting Caregivers Today (ACT) Caucus, abuse in nursing homes, long-term care facility arbitration, long-term care ombudsman program, and elder financial abuse. Responded to inquiry on family caregivers of people with mental health needs and mental health education programs. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. H.R. 3493, Care Corps Demonstration Act of 2017 - Discussed this legislation in response to an inquiry. (Senate) Provided ideas on possible long-term services and supports briefing speakers. (no bill number) (Senate) Responded to inquiry on family caregiving and retirement security. (GAO) S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2018, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Discussed family caregiver tax credit draft legislation. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. Discussed support for medical expense deduction. (no bill) Discussed retirement tax issues and pension issues. S. 2526, Retirement Enhancement and Savings Act of 2018 - Supported Hatch-Wyden legislation to make improvements in private sector retirement plans. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $2,109,000 · Firm income: Not reported

S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed RAISE Family Caregivers Act implementation, Older Americans Act; social isolation (shared report and related invitation to an event); and homelessness/housing for older adults (shared related research and resources). (HHS ASPE) S. 1028/H.R.3759, P.L. 115-119, RAISE Family Caregivers Act - Discussed Senate consideration of the bill, thanked House and Senate offices, discussed implementation and letter to HHS on implementation. (House and Senate) Discussed the Assisting Caregivers Today (ACT) Caucus, abuse in nursing homes, long-term care facility arbitration, long-term care ombudsman program, and elder financial abuse. Responded to inquiry on family caregivers of people with mental health needs and mental health education programs. (no bill number) (Senate) S.1151/H.R. 2505, Credit for Caring Act - Discussed the legislation and next steps. H.R. 3493, Care Corps Demonstration Act of 2017 - Discussed this legislation in response to an inquiry. (Senate) Provided ideas on possible long-term services and supports briefing speakers. (no bill number) (Senate) Responded to inquiry on family caregiving and retirement security. (GAO) S. 218/H.R. 624, P.L. 115-59, Social Security Number Fraud Prevention Act; S. 223/H.R. 3758, Senior Safe Act; H.R. 2721, Seniors Tax Simplification Act; S. 547, Senior Financial Empowerment Act - Discussed AARPs support for these bills and provided family caregiving resources. H.R. 1625, Consolidated Appropriations Act for FY 2018, (P.L. 115-141), H.R.3354, Interior and Environment, Agriculture and Rural Development, Commerce, Justice, Science, Financial Services and General Government, Homeland Security, Labor, Health and Human Services, Education, State and Foreign Operations, Transportation, Housing and Urban Development, Defense, Military Construction and Veterans Affairs, Legislative Branch, and Energy and Water Development Appropriations Act, 2018, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2018, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

P.L. 111-375 National Alzheimer's Project Act, All Sections S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 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. 464 the Independence at Home Act of 2016 S. 178 the Elder Abuse Prevention and Prosecution Act S. 547 Senior Financial Empowerment Act of 2017 S. 1606 In-Home CARE Act H.R.2953/S.2164 Preventive Health Savings Act S.1028/H.R.3759 RAISE Family Caregivers Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973/S.2208 Alzheimer's Disease Semipostal Stamp Act H.R.3263 To amend title XVIII of the Social Security Act to extend the Medicare independence at home medical practice demonstration program S.870/H.R.4579 CHRONIC Care Act S.2070/H.R.4221 Kevin and Avonte's Law of 2017 S.2076/H.R.4256 BOLD Infrastructure for Alzheimer's Act H.R.1 An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018 (Tax Cuts and Jobs Act)

Client expense: $316,000 · Firm income: Not reported

American Health Care Act American Heart Month Resolution(S.Res.45) Better Reconciliation Act of 2017 CHAMPION Act(H.R.3922) Common Sense Nutrition Disclosure Act(S.261/H.R.772) Congenital Heart Futures Reauthorization Act of 2017(H.R.1222/S.477) Credit for Caring Act(S.1151) Graham Cassidy H.R.1313, the Preserving Employer Wellness Programs Act Menu Labeling(ACA Section 4205) Prevention and Public Health Fund(ACA Section 4002) Personal Health Investment Today Act(PHIT)(S.482/H.R.1267) RAISE Family Caregivers Act(S.354/H.R.987) Regulatory Accountability Act(S.951) Tax Cuts and Jobs Act(H.R.1)(P.L.115-97)

Client expense: $40,713 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 1028/H.R. 3759, RAISE Family Caregivers Act - Discussed support for the bill and the amended House bill, urged co-sponsorship, thanked for cosponsoring and supporting, and discussed advancing the legislation and ACT Caucus Dear Colleague. Discussed family caregiving summit. S. 1028/H.R. 3759, RAISE Family Caregivers Act - Discussed bill and implementation and Older Americans Act. H.R. 3759, RAISE Family Caregivers Act - Responded to inquiry on family caregiving from Dep't of Veterans Affairs. S. 1151/H.R. 2505, the Credit for Caring Act; S. Amdt. 1589 to H.R. 1, Tax Cuts and Jobs Act; Amendment 288 in the Senate Finance Committee to H.R. 1 - Discussed the bill and the amendments and support for them and related strategy. Responded to inquiry about policy ideas and legislation relating to family caregiving or paying for long-term services and supports (LTSS). Extended invitations to family caregiving summit and discussed panel logistics. Extended invitations to family caregiving Hispanic/Latino documentary screening and discussed event logistics. Discussed special orders in the House on family caregiving including the RAISE Family Caregivers Act and provided facts and information on family caregiving. Discussed ACT Caucus Dear Colleague for National Family Caregivers Month. Discussed event logistics for family caregiving summit (including with staff from Administration for Community Living). Responded to inquiry regarding Virtual Caregiving Fair and a family caregiving summit. H.R. 3354, Omnibus Appropriations Act, 2018, H.R. 1370, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2108, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

S. 1151/H.R. 2505, the Credit for Caring Act; S. Amdt. 1589 to H.R. 1, Tax Cuts and Jobs Act; Amendment 288 in the Senate Finance Committee to H.R. 1 - Discussed the bill and the amendments and support for them and related strategy. S. 208/H.R. 3632, Promoting Affordable Childcare for Everyone (PACE) Act - Responded to inquiry on bill. S. 1977/H.R. 3590, Seniors Tax Hike Prevention Act of 2017 - Discussed passage and importance of 7.5% threshold for medical expense deductions. H.R. 1, Tax Cuts and Jobs Act - Discussed inclusion of language from H.R. 3590 and/or S. 1977 in final passage of Tax Cuts and Jobs Act of 2017. Discussed health and retirement tax incentives: sent letter to House and Senate committee leadership addressing medical expense deduction, taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, state and local tax treatment, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections. H.R. 3354, Omnibus Appropriations Act, 2018, H.R. 1370, H.J.R. 123, Further Continuing Appropriations Act, 2018, H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $3,020,000 · Firm income: Not reported

P.L. 111-375 National Alzheimer's Project Act, All Sections S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 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. 464 the Independence at Home Act of 2016 S. 178 the Elder Abuse Prevention and Prosecution Act S. 547 Senior Financial Empowerment Act of 2017 S. 1606 In-Home CARE Act H.R.2953 Preventive Health Savings Act H.R.2430/S.934 FDA Reauthorization Act of 2017 S.1028/H.R.3759 RAISE Family Caregivers Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973 Alzheimer's Disease Semipostal Stamp Act H.R.3263 To amend title XVIII of the Social Security Act to extend the Medicare independence at home medical practice demonstration program

Client expense: $316,000 · Firm income: Not reported

American Health Care Act American Heart Month Resolution(S.Res.45) Better Reconciliation Act of 2017 CHAMPION Act(H.R.3922) Common Sense Nutrition Disclosure Act(S.261/H.R.772) Congenital Heart Futures Reauthorization Act of 2017(H.R.1222/S.477) Credit for Caring Act(S.1151) Graham Cassidy Menu Labeling(ACA Section 4205) Prevention and Public Health Fund(ACA Section 4002) Personal Health Investment Today Act(PHIT)(S.482/H.R.1267) RAISE Family Caregivers Act(S.354/H.R.987) Regulatory Accountability Act(S.951)

Client expense: $41,981 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of the bill and urged co-sponsorship. Discussed logistics with invited Members of Congress/Senators offices to speak at an event regarding family caregiving, Credit for Caring Act, and tax reform. Discussed long-term services and supports financing recommendations. Responded to inquiry regarding tax reform panel. Responded to inquiry regarding aging in place tax credit. Discussed support of medical expense deduction returning to threshold of 7.5%. Discussed health and retirement tax incentives: Sent letter to House and Senate committee leadership addressing taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections. Discussed age cap on eligibility for Earned Income Tax Credit (EITC). H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R. 3280) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs.

Client expense: $1,870,000 · Firm income: Not reported

S. 1151, H.R. 2505, Credit for Caring Act - Discussed AARP support for/endorsement of the bill and urged cosponsorship. Discussed logistics with invited Members of Congress/Senators offices to speak at an event regarding family caregiving, Credit for Caring Act, and tax reform. S. 1028,H.R. 3759, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act - Discussed AARP support for/endorsement of the bill, changes to the bill, Senate action on bill, and reintroduction of the bill in the House and urged cosponsorship. Responded to questions regarding Virtual Caregiving Fair. S. 1606, In-Home Caregiver Assessment Resources and Education Act - Discussed and endorsed bill. Discussed the Assisting Caregivers Today (ACT) Caucus and encouraged joining the caucus. Discussed our support for the RAISE Family Caregivers Act (S. 1028/H.R. 3759), Credit for Caring Act (S. 1151/H.R. 2505), and administrative ways to support family caregivers (HHS). Discussed long-term services and supports financing recommendations. Shared information on family caregiver out-of-pocket costs, rural family caregivers, and military caregivers. H.R. 3493, Care Corps Demonstration Act - Discussed bill. Responded to inquiry from Medicares Beneficiary and Family Centered Care - National Coordinating Center (BFCC-NCC) (CMS). Inquired about accessing BRFSS family caregiver data (CDC). Discussed family caregiver assessment provision in 1915(i) final rule (CMS). Discussed programs that pay family caregivers to provide care and shared publication on promising practices to support dementia caregivers. Extended invitations to MoCs/Senators to participate in a panel at a caregiving event. H.J. Res. 99 (P.L. 115-30), H.R. 244, Consolidated Appropriations Act 2017 (P.L. 115-31), (H.R. 3268 & S. 1603) Agriculture-Rural Development & Related Agencies bill for FY 2108, Labor-HHS Appropriations bill for FY 2018 (H.R. 3358 & S. 1771), Transportation-HUD Appropriations bill for FY 2018 (H.R. 3353 & S. 1655), and Energy & Water Appropriation bill for FY 2018 (H.R. 3266 & S. 1609) - Lobbied in support of funding for various programs, including Social Security administrative expenses, senior nutrition (Commodity Supplemental Food program and Older Americans Act Title III), caregiving, energy assistance, supportive services, housing and volunteer community service programs.

H.R. 1628, Better Care Reconciliation Act (Senate)/American Health Care Act (House) - Discussed health care reform and opposition to ACA repeal/replace, skinny repeal, and straight repeal amendments (includes S. Amdt. 267, S. Amdt. 270, S. Amdt. 667) because of provisions regarding the age tax/affordability, changes to Medicaid, pre-existing conditions, and Medicare. Shared data on the impact of the legislation, including state data. Discussed priorities for older adults in health care reform legislation. Discussed opposition to Graham-Cassidy health care bill (no bill number). S. 1462, Marketplace Certainty Act - Responded to inquiry re: bill. S. 870, Creating High-Quality Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act of 2017 - Discussed support for bill. H.R. 3263 - Endorsed bill to extend the Independence at Home Demonstration Program in Medicare. Filed comments on long-term care facility arbitration proposed rule. Discussed long-term care facility arbitration proposed rule and the issue more generally, including the Fairness in Nursing Home Arbitration Act (S. 512/H.R. 1237 in 111th Congress) and AARP's comments to CMS. Filed comments on 2018 Fee-for-Service proposed rule. Filed comments on 1115 waiver applications or 1115 waiver amendments for Wisconsin, Kentucky, Arkansas, Massachusetts, Iowa, Utah and Maine. Filed comments on proposed rule regarding Medicare and Medicaid Programs; CY 2018 Home Health Prospective Payment System Rate Update and Proposed CY 2019 Case-Mix Adjustment Methodology Refinements; Home Health Value-Based Purchasing Model; Home Health Quality Reporting Requirements. Filed comments on advance notice of proposed rulemaking regarding Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities: Revisions to Case-Mix Methodology. Discussed support for the RAISE Family Caregivers Act (S. 1028/H.R. 3759), Credit for Caring Act (S. 1151/H.R. 2505), and administrative ways to support family caregivers. Discussed information regarding dual eligibles. Responded to Medicare buy-in bill inquiry. Discussed and shared information regarding emergency preparedness requirements for nursing homes under Medicare and Medicaid and disaster preparedness for older adults in general. Discussed issues related to disaster planning for older Americans. Discussed repeal or reform of Medicare caps on therapy services. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (H.R.3358 & S.1771) Labor-HHS Appropriations bill for FY 2018 - Lobbied in support of increased funding for CMS' state survey and certification program and opposition to hostile policy riders re Patient Protection and Affordable Care Act.

P.L. 111-375 National Alzheimer's Project Act, All Sections S.311/H.R.2972 Alzheimer's Caregiver Support Act H.R. 1676/S. 693 The Palliative Care and Hospice Education and Training Act S. Res 49 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. 464 the Independence at Home Act of 2016 S. 178 the Elder Abuse Prevention and Prosecution Act S. 547 Senior Financial Empowerment Act of 2017 H.R.2953 Preventive Health Savings Act H.R.2430/S.934 FDA Reauthorization Act of 2017 S.1028 RAISE Family Caregivers Act H.R.2505/S.1151 Credit for Caring Act H.R.2797/S.1334 Patient Choice and Quality Care Act H.R.2973 Alzheimer's Disease Semipostal Stamp Act

Client expense: $200,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), SENATE, Veterans Affairs, Dept of (VA)

American Health Care Act American Heart Month Resolution(S.Res.45/H.R.146) Better Reconciliation Act of 2017 Common Sense Nutrition Disclosure Act(S.261/H.R.772) Congenital Heart Futures Reauthorization Act of 2017(H.R.1222/S.477) Credit for Caring Act(S.1151) Menu Labeling(ACA Section 4205) Prevention and Public Health Fund(ACA Section 4002) Personal Health Investment Today Act(PHIT)(S.482/H.R.1267) RAISE Family Caregivers Act(S.354/H.R.987) Regulatory Accountability Act(S.951)

Client expense: $142,995 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of the bill and urged cosponsorship. Invited Members of Congress/Senators to speak at an event regarding the bill, family caregiving, and tax reform. Discussed Americans Giving Care to Elders (AGE) Act (no bill number). Discussed medical expense deduction and returning the threshold to 7.5%. Discussed health and retirement tax incentives: Sent letter to House and Senate committee leadership addressing taxation of Social Security benefits, the retention of the extra standard deduction for those ages 65 or older, access to workplace retirement plans, targeted incentives for work-place retirement saving plans, protection of earned pensions for vulnerable retirees and their families, and maintenance of consumer protections. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31) and (no bill number) Financial Services & General Government Appropriations bill for FY 2018 - Lobbied to protect and enhance funding levels for IRS VITA & TCE taxpayer assistance programs. Discussed support for proposals to expand Roth coverage in tax preferred accounts.

Client expense: $2,600,000 · Firm income: Not reported

Discussed scheduling and hosting of CMS Caregiver Work Group quarterly meeting. S. 1151, H.R. 2505, Credit for Caring Act - Discussed support for/endorsement of bill and urged cosponsorship. Invited Members of Congress to speak at an event regarding the bill, family caregiving, and tax reform. S. 1028, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act - Discussed support for/endorsement of bill and markup. Discussed the Assisting Caregivers Today (ACT) Caucus, an ACT Caucus Dear Colleague, encouraged joining the caucus. S. 1188, H.R. 2535, Lifespan Respite Care Reauthorization Act - Discussed support for/endorsement of bill. Discussed possible family caregiving event on the Hill. Discussed House and Senate ACT Caucus appropriations Dear Colleague. Discussed Americans Giving Care to Elders (AGE) Act (no bill number). S. 591, H.R. 1472, Military and Veteran Caregiver Services Improvement Act of 2017 - Supported bill. Discussed the In-Home Caregiver Assessment Resources and Education Act (no bill number). S. 1255, Social Security Family Caregiver Credit Act - - Discussed bill. S. 1091, Supporting Grandparents Raising Grandchildren Act - Sent endorsement letter. Discussed legislation to create an elder abuse registry. H.J. Res. 99 (P.L. 115-30), H.R.244, Consolidated Appropriations Act 2017 (P.L. 115-31), (no bill numbers) Agriculture-Rural Development & Related Agencies bill for FY 2108, Labor-HHS Appropriations bill for FY 2018, Transportation-HUD Appropriations bill for FY 2018, Transportation-HUD Appropriations bill for FY 2018, and Energy & Water Appropriation bill for FY 2018 - Lobbied in support of funding for various programs, including senior nutrition, caregiving, energy assistance, supportive services, housing and volunteer community service programs.

Client expense: $2,600,000 · Firm income: Not reported