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Charities Helping Americans Regularly Throughout the Year Act of 2017
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
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vs 3,805 other S bills in the 115th — cohort avg 41d
Charities Helping Americans Regularly Throughout the Year Act of 2017 This bill amends the Internal Revenue Code to modify several tax provisions affecting charitable contributions and tax-exempt organizations. The Internal Revenue Service may determine the standard mileage rate for deducting the cost of using a passenger automobile for charitable purposes (currently set by statute at 14 cents per mile), and the rate may not be less than the rate for medical purposes (17 cents per mile for 2017). The bill modifies the substantiation requirements for charitable contributions to eliminate an exemption for contributions that are reported on a return filed by a tax-exempt organization. Tax-exempt organizations must file their returns in electronic form. The bill excludes from the gross income of an individual who is at least 70-1/2 years of age up to $100,000 in distributions from an individual retirement plan to a donor-advised fund (DAF). The bill also modifies disclosure requirements for DAFs. (A DAF is a fund or account that is separately identified by reference to contributions of a donor or donors. The account is owned and controlled by a sponsoring charitable organization, while the donor retains advisory privileges with respect to the distribution and investment of funds in the account.) The bill reduces from 2% to 1% the excise tax on the investment income of private foundations and eliminates a provision that reduces the rate to 1% if a foundation meets certain distribution requirements. The bill exempts certain philanthropic business holdings from the tax on excess business holdings of private foundations if a foundation meets requirements for exclusive ownership, donating all profits to charity, and independent operation.
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)
2018 · fourth_quarter · Taxation/Internal Revenue Code
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
Client expense: $2,090,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
Client expense: $2,090,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform; Legislation to modify IRC Sec 1446(f) relating to withholding on partnership interests that are not publicly traded; Technical and policy modifications to P.L. 115-97.
Client expense: $2,090,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2018 · fourth_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act. H.R. 5771 Support for maintaining the Johnson Amendment protecting nonprofits from partisan politics Support for adjustments to UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act H.R. 6037, H.R. 6460, H.R. 6504, S.3317, S.3332; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax; Support for the CHARITY Act (S.1343, H.R. 2916)
Client expense: Not reported · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
Community Foundation; public charities; and donor-advised funds H.R.2916/S.1343, Charities Helping Americans Regularly Throughout the Year Act of 2017, Donor-advised funds Tax 2.0, generally
Client expense: Not reported · Firm income: $260,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
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); H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); H.R. 6444 (Capital Gains Inflation Relief Act); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97, Dec. 22, 2017, including regulations and guidance relating to IRC Sections 59A, 162(f), 163(j), 451, 199A, 512, 904, 951A, 958, and 1446; Rev. Rul. 2018-24 relating to the proposed exchange of Freddie Mac Participation Certificates for Universal Mortgage Backed Securities; Taxation of contract modifications associated with transition from LIBOR to alternative reference rates, including SOFR; Regulations under IRC Sec. 871(m) and IRC Sec. 385; International tax reform.
Client expense: $1,350,000 · Firm income: Not reported
2018 · third_quarter · Taxation/Internal Revenue Code
Community Foundation; public charities; and donor-advised funds H.R.2916/S.1343, Charities Helping Americans Regularly Throughout the Year Act of 2017, Donor-advised funds Tax 2.0, generally
Client expense: Not reported · Firm income: $260,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act. H.R. 5771 Support for maintaining the Johnson Amendment protecting nonprofits from partisan politics Support for adjustments to UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act H.R. 6037, H.R. 6460, H.R. 6504, S.3317, S.3332; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax; Support for the CHARITY Act (S.1343, H.R. 2916)
Client expense: $6,868 · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2018 · second_quarter · Taxation/Internal Revenue Code
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); H.R. 2916 (Charities Helping Americans Regularly Throughout the Year Act of 2017); H.R. 5003 (To amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds); H.R. 6250 (To amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); S. 1343 (Charities Helping Americans Regularly Throughout the Year Act of 2017); S. 3145 (A bill to amend the Internal Revenue Code of 1986 to provide for lifelong learning accounts, and for other purposes); Tax treatment of capital gains and dividends; Tax classification of independent contractors; United States individual and business taxation; Tax reform legislation; Issues related to taxation of securities transactions, including market to market for derivatives; Chapters 3 and 4 of Subtitle A of the Internal Revenue Code (responsibilities of financial institutions); Proposals to modify tax incentives for retirement savings and investment; Infrastructure tax; Executive Order 13789 (Identifying and Reducing Tax Regulatory Burdens); Regulations under IRC Sec. 871(m), IRC Sec. 367, and IRC Sec. 385; Regulations implementing IRC Sec. 1446(f), IRC Sec. 199(a), IRC Sec. 59A, and IRC Sec. 951A; Regulations under the Foreign Account Taxpayer Compliance Act (FATCA); Regulations implementing P.L. 115-97 (Tax Cuts and Jobs Act); Regulations implementing IRC Sec. 451(a), IRC Sec. 163(j), IRC Sec. 512, IRC Sec. 904, and IRC Sec. 958(b) as modified by P.L. 115-97; International tax reform.
Client expense: $1,550,000 · Firm income: Not reported
2018 · second_quarter · Taxation/Internal Revenue Code
Charitable tax issues; S. 1343- Charities Helping Americans Regularly Throughout the Year Act; H.R. 5771 - Charitable Giving Tax Deduction Act
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · second_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act Support for maintaining the Johnson Amendment protecting nonprofits from partisan politics Support for adjustments to UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act H.R. 6037; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax; Support for the CHARITY Act (S.1343/H.R. 2916)
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · second_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Included as part of the 2018 Bipartisan Budget act of 2018. Passed by both houses and signed into law by the President of the United States.
Client expense: $9,001 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2018 · second_quarter · Budget/Appropriations
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Seeking Tax Vehicle, CR, Omnibus, Appropriations or other routes such as suspension to move this bill forward.
Client expense: $9,001 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2018 · second_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Included as part of the 2018 Bipartisan Budget act of 2018. Passed by both houses and signed into law by the President of the United States.
Client expense: $112,621 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2018 · second_quarter · Budget/Appropriations
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Seeking Tax Vehicle, CR, Omnibus, Appropriations or other routes such as suspension to move this bill forward.
Client expense: $112,621 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2018 · second_quarter · Taxation/Internal Revenue Code
Community Foundation; public charities; and donor-advised funds H.R.2916/S.1343, Charities Helping Americans Regularly Throughout the Year Act of 2017, Donor-advised funds
Client expense: Not reported · Firm income: $250,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
Charitable tax issues; S. 1343- Charities Helping Americans Regularly Throughout the Year Act;
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act Support for adjustments to 2018 UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax Support for the CHARITY Act (S.1343/HR 2916)
Client expense: $7,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
Community Foundation; public charities; and donor-advised funds H.R.2916/S.1343, Charities Helping Americans Regularly Throughout the Year Act of 2017, Donor-advised funds
Client expense: Not reported · Firm income: $250,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Budget/Appropriations
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Seeking Tax Vehicle, CR, Omnibus, Appropriations or other routes such as suspension to move this bill forward.
Client expense: $112,621 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Included as part of the 2018 Bipartisan Budget act of 2018. Passed by both houses and signed into law by the President of the United States.
Client expense: $112,621 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Seeking Tax Vehicle, CR, Omnibus, Appropriations or other routes such as suspension to move this bill forward.
Client expense: $155,797 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2017 · fourth_quarter · Budget/Appropriations
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8. House Bill included as part of Tax Reform, voted on by the House and passed. Senate version had Philanthropic Enterprise Act included, but was removed at the very end before the bill passed due to Byrd Provisions. Seeking Tax Vehicle, CR, Omnibus, Appropriations or other routes such as suspension to move this bill forward.
Client expense: $155,797 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Office of the Vice President of the United States, President of the U.S., SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1 - Tax reform - Private foundation tax issues and other general tax and budget issues; proposals related to the Private Foundation Excess Business Holdings Rules - S 1343, HR 2916, HR 3035 - Philanthropic Enterprise Act
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1 - Tax reform - Charitable tax issues in tax reform; S. 1343- Charities Helping Americans Regularly Throughout the Year Act;
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE
2017 · third_quarter · Taxation/Internal Revenue Code
Private foundation tax issues and other general tax and budget issues; proposals related to the Private Foundation Excess Business Holdings Rules - S 1343, HR 2916, HR 3035 - Philanthropic Enterprise Act
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Taxation/Internal Revenue Code
Charitable tax issues in tax reform; S. 1343- Charities Helping Americans Regularly Throughout the Year Act; and charitable deductions
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, White House Office
2017 · third_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8.
Client expense: $130,817 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Taxation/Internal Revenue Code
Charitable tax issues in tax reform; S. 1343- Charities Helping Americans Regularly Throughout the Year Act; and charitable deductions
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, White House Office
2017 · second_quarter · Taxation/Internal Revenue Code
General corporate tax issues; charitable tax issues (S. 1343); House Republican Blueprint on Tax Reform.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Taxation/Internal Revenue Code
Private foundation tax issues and other general tax and budget issues; proposals related to the Private Foundation Excess Business Holdings Rules - S 1343, HR 2916, HR 3035
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · second_quarter · Taxation/Internal Revenue Code
H.R.3035 - Philanthropic Enterprise Act of 2017, S.909 - Philanthropic Enterprise Act of 2015, will be reintroduced in 2017. Both bills introduced as part of the CHARITY ACT, H.R. 2917, S.1343, section 8.
Client expense: $149,244 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Small Business Administration (SBA)
| Democratic |
| MI |
| Jeanne Shaheen | Democratic | NH |
| Jerry Moran | Republican | KS |
| Joe Donnelly | Democratic | IN |
| John Boozman | Republican | AR |
| Johnny Isakson | Republican | GA |
| Mike Rounds | Republican | SD |
| Pat Roberts | Republican | KS |
| Rob Portman | Republican | OH |
| Robert P. Casey, Jr. | Democratic | PA |
| Ron Wyden | Democratic | OR |
| HR 2916 |
115th |
| Identical bill |
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)