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Legislative Progress
Introduced
September 12, 2017
Latest Action
September 12, 2017
Primary Sponsor
Richard BurrRepublican(NC)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 3,805 other S bills in the 115th — cohort avg 41d
Boost Saving for College Act This bill amends the Internal Revenue Code to modify the tax treatment of qualified tuition programs (known as 529 plans). The bill allows: (1) a nonrefundable tax credit for contributions of an individual to a 529 plan, and (2) an exclusion from the gross income of an employee of up to $1000 per year of employer contributions to a 529 plan. The bill also permits savings from a 529 plan to be rolled over tax-free into: (1) a Roth Individual Retirement Account of the owner or the beneficiary of a 529 plan that has been maintained for 10 years, and (2) an ABLE account of the designated beneficiary of the 529 plan. (Tax-favored ABLE [Achieving a Better Life Experience] accounts are designed to enable individuals with disabilities to save for and pay for disability-related expenses.)
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 (3)
2020 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H.R. 1084, Family Savings Act of 2019. H.R. 5339, Freedom to Invest in Tomorrow's Workforce Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019. H.R. 1865, Further Consolidated Appropriations Act 2020.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 1874, S. 817 (ABLE Age Adjustment Act), S. 1790; H.R. 5003; H.R. 6757, The Family Savings Act of 2018; Implementation of H.R. 1, Tax Cuts and Jobs Act, (P.L. 115-97); infrastructure and infrastructure financing proposals; H.R. 6760.
Client expense: Not reported · Firm income: $50,000
2018 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 6757, Family Savings Act. H.R. 6760, Protecting Family and Small Business Tax Cuts Act. S. 3781, Retirement Security and Savings Act.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 1874, S. 817 (ABLE Age Adjustment Act), S. 1790; H.R. 5003; H.R. 6757, The Family Savings Act of 2018; Implementation of H.R. 1, Tax Cuts and Jobs Act, (P.L. 115-97); infrastructure and infrastructure financing proposals; H.R. 6760.
Client expense: Not reported · Firm income: $50,000
2018 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 6757, Family Savings Act. H.R. 6760, Protecting Family and Small Business Tax Cuts Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES
2018 · second_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790; H.R. 5003; Implementation of H.R. 1, Tax Cuts and Jobs Act; infrastructure and infrastructure financing proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · first_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790; H.R. 5003; Implementation of H.R. 1, Tax Cuts and Jobs Act; infrastructure and infrastructure financing proposals.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2018 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790. H.R. 1, Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $50,000
2017 · fourth_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790. H.R. 1, Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $50,000
2017 · fourth_quarter · Budget/Appropriations
H.R.2810/S.1519, National Defense Authorization Act for Fiscal Year 2018, Research and development H.R.3219, Department of Defense Appropriations, FY2018, Research and development Monitor the following: H.R.3358/S.1771, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2018, NIH related issues; and Facilities and Administrative (F&A) H.R.3354, Department of the Interior, Environment, and Related Agencies Appropriations Act, FY2018, Great Lakes restoration initiative H.R.3266/S.1609, Energy and Water Development and Related Agencies Appropriations Act, FY2018, Nuclear physics; High Energy Physics; Research and Development H.R.3267/S.1662, Commerce, Justice, Science, and Related Agencies Appropriations Act, FY2018, Nuclear physics; High Energy Physics; Research and Development; NASA issues; and NOAA research H.R.3362/S.1790, Department of State, Foreign Operations, and Related Programs Appropriations Act, FY2018, Colombia Peace Accord
Client expense: Not reported · Firm income: $30,000
Government targets: Air Force, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2017 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act. H.R. 1, the Tax Cuts and Jobs Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Taxation/Internal Revenue Code
IRC sec. 529, 529A; and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 529, S. 1790.
Client expense: Not reported · Firm income: $50,000
2017 · third_quarter · Budget/Appropriations
H.R.3268/S.1603, Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, FY2018, National Institute of Food and Agriculture program issues Monitor the following: H.R.3267/S.1662, Commerce, Justice, Science, and Related Agencies Appropriations Act, FY2018, Science research and development H.R.3266/S.1609, Energy and Water Development and Related Agencies Appropriations Act, FY2018, Energy research and development; and Renewable issues H.R.3219, Department of Defense Appropriations Act, FY2018, RDT&E H.R.3354, Department of the Interior, Environment, and Related Agencies Appropriations Act, FY2018, USGS programs H.R.3358/S.1771, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2018, PELL grants; NIH -- infectious disease program and NIH generally; and Federal Work Study H.R.3362/S.1790, Department of State, Foreign Operations, and Related Programs Appropriations Act, FY2018 USAID program
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Budget/Appropriations
H.R.2810/S.1519, National Defense Authorization Act for Fiscal Year 2018, Research and development H.R.3219, Department of Defense Appropriations, FY2018, Research and development H.R.3362/S.1790, Department of State, Foreign Operations, and Related Programs Appropriations Act, FY2018, Colombia Peace Accord H.R.3358/S.1771, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2018, Facilities and Administrative (F&A) Monitor the following: H.R.3358/S.1771, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, FY2018, NIH related issues H.R.3354, Department of the Interior, Environment, and Related Agencies Appropriations Act, FY2018, Great Lakes restoration initiative H.R.3266/S.1609, Energy and Water Development and Related Agencies Appropriations Act, FY2018, Nuclear physics; High Energy Physics; Research and Development H.R.3267/S.1662, Commerce, Justice, Science, and Related Agencies Appropriations Act, FY2018, Nuclear physics; High Energy Physics; Research and Development; NASA issues; and NOAA research
Client expense: Not reported · Firm income: $30,000
Government targets: Air Force, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2017 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act. Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE