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Legislative Progress
Momentum (last 30 days)
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vs 3,805 other S bills in the 115th — cohort avg 41d
Taxpayer First Act of 2018 This bill modifies several administrative procedures and policies of the Internal Revenue Service (IRS). The bill includes provisions regarding programs that assist taxpayers in filing returns; relief from joint and several liability for a joint tax return; whistle-blower protections; the retention of electronic records; rehiring, removing, or transferring IRS employees; limitations on the access of non-IRS employees to tax returns and return information; the filing requirements for tax-exempt organizations; IRS audit criteria; protections against identity theft and tax refund fraud; penalties for the improper disclosure or use of information by preparers of tax returns; transferring appropriations between IRS accounts to combat tax fraud; streamlined critical pay authority for certain IRS information technology positions; an Internet platform for Form 1099 filings; and the electronic filing of tax returns.
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 (15)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2018 · fourth_quarter · Taxation/Internal Revenue Code
Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 7184 - No Retroactive Online Taxation Act of 2018; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018; House Amendment to the Senate Amendment to H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018; Proposed Foreign Tax Credit Regulations (REG - 10560048); Proposed Base Erosion and Anti-Abuse Tax (BEAT) Regulation (REG - 104259 - 18).
Client expense: $720,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs, VITA and Free File; support strengthening anti-cyberfraud protections for tax system and taxpayers. Legislation: H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; H.R. 7227: Taxpayer First Act of 2018; H.R. 88: Retirement Savings and Other Tax Relief Act of 2018; S.3278 Protecting Taxpayers Act; S.3246 Taxpayers First; S. 3781: Retirement Security and Savings Act of 2018.
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs, VITA and Free File; Support strengthening anti-cyberfraud protections for tax system and taxpayers; H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; S.3278 Protecting Taxpayers Act; S. 3246 Taxpayer First; S. 3781: Retirement Security and Savings Act of 2018
Client expense: Not reported · Firm income: $40,000
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, The Free File Permanence Act of 2017 H.R. 5444, The Taxpayer First Act H.R. 5445, The 21st Century IRS Act H.R. 7227, Taxpayer First Act of 2018 H.R. 88, Retirement Savings and Other Tax Relief Act of 2018 S.3278, Protecting Taxpayers Act S.3246, Taxpayers First S.3781, Retirement Security and Savings Act of 2018
Client expense: $660,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
2018 · fourth_quarter · Taxation/Internal Revenue Code
Internal Revenue Code Section 174, Tax treatment of research & experimentation expenditures. H.R. 1393, S. 540, Mobile Workforce State Income Tax Simplification Act of 2017, to limit the authority of States to tax certain income of employees for employment duties performed in other States. Transfer pricing, treaty, foreign tax credit, international tax, and foreign tax issues. Subtitle D of HR 1, Tax Cuts and Jobs Act (including Internal Revenue Code Sections 250 and 951A). H.R. 3220, the Preserving Taxpayers' Rights Act. H.R. 5444, the Taxpayer First Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayer First Act of 2018. H.R. 7227, Taxpayer First Act of 2018. H.R 88 House Amendment to Senate Amendment re: Retirement, Savings, and Other Tax Relief Act of 2018 and the Taxpayer First Act of 2018.
Client expense: $2,340,000 · Firm income: Not reported
| Democratic |
| MO |
| John Thune | Republican | SD |
| Johnny Isakson | Republican | GA |
| Maria Cantwell | Democratic | WA |
| Mark R. Warner | Democratic | VA |
| Michael B. Enzi | Republican | WY |
| Michael F. Bennet | Democratic | CO |
| Pat Roberts | Republican | KS |
| Ron Wyden | Democratic | OR |
| Tim Scott | Republican | SC |
| HR 7227 |
115th |
| Related bill |
| HR 5443 | 115th | Related bill |
| HR 5440 | 115th | Related bill |
| HR 5439 | 115th | Related bill |
| HR 5437 | 115th | Related bill |
| HR 5377 | 115th | Related bill |
| HR 5361 | 115th | Related bill |
| HR 2901 | 115th | Related bill |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Science Foundation (NSF), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act H.R. 7227: Taxpayer First Act of 2018 H.R. 88: Retirement Savings and Other Tax Relief Act of 2018 S.3278 Protecting Taxpayers Act S.3246 Taxpayers First S. 3781: Retirement Security and Savings Act of 2018
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 5444, S. 3246, S. 3278 - IRS restructuring legislation
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to tax reform, H.R. 7227 & S.3246, Taxpayer First Act, and S. 3278, Protecting Taxpayers Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 7184 - No Retroactive Online Taxation Act of 2018; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018; House Amendment to the Senate Amendment to H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018; Proposed Foreign Tax Credit Regulations (REG - 10560048); Proposed Base Erosion and Anti-Abuse Tax (BEAT) Regulation (REG - 104259 - 18).
Client expense: $710,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, Volunteer Income Tax Assistance and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers Legislation: HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 (All sections of full text.) - Efforts in support of bill. HR 3641: The Free File Permanence Act of 2017 (All sections of full text.) - Efforts in support of bill. S. 3278: Protecting Taxpayers Act (All sections of full text.) - Efforts in support of bill. S. 3246: Taxpayer First Act of 2018 (All sections of full text.) - Efforts in support of bill.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Corporate and individual rate reduction, pass-through entity tax treatment, territorial tax system, repatriation of foreign profits, border adjustment tax, deductibility of interest/immediate expensing; IRS audit and exam process reform, base erosion and profit shifting, HR 3220, S 3246, S 3278, HR 5444
Client expense: $23,750 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Defense Contract Audit Agency (DCAA), Defense, Dept of (DOD), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: Free File Permanence Act of 2017 HR 5445: 21st Century IRS Act HR 5444: The Taxpayer First Act HR 7227: Taxpayer First Act of 2018 HR 88: Retirement Savings and Other Tax Relief Act of 2018 S 3781: Retirement Security and Savings Act of 2018 S. 3278: Protecting Taxpayers Act S. 3246: Taxpayers First Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers
Client expense: Not reported · Firm income: $45,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Banking
Urged Senate to only confirm a qualified, consumer-law-experienced permanent director for the CFPB. Urged CFPB to maintain a robust, public consumer complaint database in comments responding to "Request for Information Regarding the Bureau's Consumer Complaint and Consumer Inquiry Handling Processes (CFPB 2018-0014)". Urged CFPB not to abandon supervision, enforcement and rulemaking tools in comments suggesting improvements to its financial literacy programs in "Request for Information Regarding Bureau Financial Education Programs (CFPB-2018-0015)". Commented in favor of continued strong use of guidances as a tool to hold industry accountable in "Request for Information Regarding Bureau Guidance and Implementation Support (CFPB-2018-0013). Supported S2362 (Reed), the "Control Your Personal Credit Information Act of 2018" to give consumers more control over the use of their credit reports. Opposed HR6743, the "Consumer Information Notification Requirement Act" (Luetkemeyer) to create a federal data security/data breach law that preempts stronger state breach and data security laws and state enforcement. Opposed provisions of S3246 (Hatch)/HR5444 (Jenkins), the Taxpayer First Act, that would continue and expand the so-called Free File program, that allows tax preparation services continued favorable use of the IRS website as a platform to pitch their other products. Commented to SEC urging that Proposed Rule "Best Interest Standard" (RIN 3235-AM35) be significantly strengthened so it actually requires broker-dealers to be held to a fiduciary standard. Oppose NCUA proposal (RIN 3133-AE84) to expand the sale of Payday Alternative Loans by credit unions. Opposed HR2570 (Posey), the so-called Mortgage Fairness Act, which would make it easier for lenders to steer homeowners into high-cost mortgages. Urged both House and Senate in consider of any and all Appropriations packages, including "Senate FY 2019 minibus II made up of the Financial Services & General Government, Interior, Agriculture, and Transportation, Housing & Urban Development appropriations bills" to fully fund the operations of agencies that enforce health, safety and financial protections and to keep all appropriations packages free of poison pill policy riders that should not be part of any federal budget. Filed comment to CFPB RFI Docket 2018-0031 on Data Governance. Filed comment to Federal Reserve Docket op-1625 on Faster Payments. Filed Comment to OCC Docket 2018-0008 on Community Reinvestment Act Framework.
Client expense: $10,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 88: Retirement Savings and Other Tax Relief Act of 2018 H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, The Free File Permanence Act of 2017 H.R. 5444, The Taxpayer First Act H.R. 5445, The 21st Century IRS Act H.R. 7227, Taxpayer First Act of 2018 S. 3278, Protecting Taxpayers Act S. 3246, Taxpayer First Act of 2018 S. 3781, Retirement Security and Savings Act of 2018
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
-Enhance Tax Administration & tax system integrity -Support Tax Simplification and Voluntary Compliance -Support IRS Taxpayer Assistance Programs, VITA and Free File; -Support strengthening anti-cyberfraud protections for tax system and taxpayers; * HR 2901 Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 * HR 5444, The Taxpayer First Act * HR 5445, The 21st CENTURY IRS Act * S.3278 Protecting Taxpayers Act * S.3246 Taxpayer First * H.R. 7227: Taxpayer First Act of 2018
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Consulting services related to various general corporate tax issues and more specifically compliance tax issues impacting taxpayers and tax return preparers, and also tax issues impacting low and middle individual income taxpayers including: - Improve tax administration and tax fraud prevention; Promote minimum competency standards for tax return preparers; Regulatory reform; IRS reform - H.R. 5444, S. 3246, and H.R. 7227, Taxpayer First Act of 2018 - H.R. 5445, 21st Century IRS Act - S. 912, Tax Filing Simplification Act of2017; Education on administration of the Government Populated Return - Taxpayer Service Standards - Revocation of the PTIN - H.R. 3860 and S. 1958, IRS Data Verification Modernization Act of2017 - S. 3278, Protecting Taxpayers Act
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · fourth_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity. Support Tax Simplification & Voluntary Compliance. Support IRS Taxpayer Assistance Programs VITA and Free File. H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017. H.R. 3641, The Free File Permanence Act of 2017. H.R. 5444, H.R. 7227 The Taxpayer First Act. H.R. 5445, The 21st Century IRS Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayers First.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, Free File Permanence Act of 2017 H.R. 5444, S.3246, Taxpayer First Act H.R. 5445, 21st Century IRS Act S.3278, Protecting Taxpayers Act
Client expense: $660,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act S.3278 Protecting Taxpayers Act S. 3246 Taxpayer First
Client expense: Not reported · Firm income: $60,000
Government targets: SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs, VITA and Free File; Support strengthening anti-cyberfraud protections for tax system and taxpayers; H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; S.3278 Protecting Taxpayers Act; S. 3246 Taxpayer First
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, Free File Permanence Act of 2017 H.R. 5444, S.3246, Taxpayer First Act H.R. 5445, 21st Century IRS Act S.3278, Protecting Taxpayers Act
Client expense: $770,000 · Firm income: Not reported
Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office
2018 · third_quarter · Taxation/Internal Revenue Code
H.R. 5444, S. 3246, S. 3278 - IRS restructuring legislation, IRS code section 965
Client expense: Not reported · Firm income: $50,000
Government targets: SENATE, Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
Corporate and individual rate reduction, pass-through entity tax treatment, territorial tax system, repatriation of foreign profits, border adjustment tax, deductibility of interest/immediate expensing; IRS audit and exam process reform, base erosion and profit shifting, HR 3220, S 3246, S 3278, HR 5444
Client expense: $25,650 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Defense Contract Audit Agency (DCAA), Defense, Dept of (DOD), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
-Enhance Tax Administration & tax system integrity -Support Tax Simplification and Voluntary Compliance -Support IRS Taxpayer Assistance Programs, VITA and Free File; -Support strengthening anti-cyberfraud protections for tax system and taxpayers; * HR 2901 Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 * HR 5444, The Taxpayer First Act * HR 5445, The 21st CENTURY IRS Act * S.3278 Protecting Taxpayers Act * S.3246 Taxpayer First
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs, VITA and Free File; support strengthening anti-cyberfraud protections for tax system and taxpayers. Legislation: H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; H.R. 1: Tax Cuts and Jobs Act (TAX) (P.L. 115-97); S.3278 Protecting Taxpayers Act; S. 3246 Taxpayer First.
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act S.3278 Protecting Taxpayers Act S. 3246 Taxpayer First
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Issues related to tax reform, H.R. 5444 & S.3246, Taxpayer First Act, and S. 3278, Protecting Taxpayers Act.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers Legislation: HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 (All sections of full text.) HR 3641: The Free File Permanence Act of 2017 (All sections of full text.) S. 3278: Protecting Taxpayers Act (All sections of full text.) S. 3246: Taxpayer First Act of 2018 (All sections of full text.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Enhance Tax Administration & tax system integrity. Support Tax Simplification & Voluntary Compliance. Support IRS Taxpayer Assistance Programs VITA and Free File. H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017. H.R. 3641, The Free File Permanence Act of 2017. H.R. 5444, The Taxpayer First Act. H.R. 5445, The 21st Century IRS Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayer First.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: Free File Permanence Act of 2017 HR 5445: 21st Century IRS Act HR 5444: The Taxpayer First Act S. 3278: Protecting Taxpayers Act S. 3246: Taxpayers First Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers
Client expense: Not reported · Firm income: $45,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Taxation/Internal Revenue Code
Consulting services related to various general corporate tax issues and more specifically compliance tax issues impacting taxpayers and tax return preparers, and also tax issues impacting low and middle individual income taxpayers including: - Improve tax administration and tax fraud prevention; Promote minimum competency standards for tax return preparers; Regulatory reform; IRS reform - H.R. 5444 and S. 3246, Taxpayer First Act - H.R. 5445, 21st Century IRS Act - S. 912, Tax Filing Simplification Act of2017; Education on administration of the Government Populated Return - Taxpayer Service Standards - Revocation of the PTIN - H.R. 3860 and S. 1958, IRS Data Verification Modernization Act of2017 - S. 3278, Protecting Taxpayers Act
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2018 · third_quarter · Financial Institutions/Investments/Securities
Commented in favor of continued strong use of guidances as a tool to hold industry accountable in "Request for Information Regarding Bureau Guidance and Implementation Support (CFPB-2018-0013). Supported S2362 (Reed), the "Control Your Personal Credit Information Act of 2018" to give consumers more control over the use of their credit reports. Opposed HR6743, the "Consumer Information Notification Requirement Act" (Luetkemeyer) to create a federal data security/data breach law that preempts stronger state breach and data security laws and state enforcement. Opposed provisions of S3246 (Hatch)/HR5444 (Jenkins), the Taxpayer First Act, that would continue and expand the so-called Free File program, that allows tax preparation services continued favorable use of the IRS website as a platform to pitch their other products. Commented to SEC urging that Proposed Rule "Best Interest Standard" (RIN 3235-AM35) be significantly strengthened so it actually requires broker-dealers to be held to a fiduciary standard. Oppose NCUA proposal (RIN 3133-AE84) to expand the sale of Payday Alternative Loans by credit unions. Opposed HR2570 (Posey), the so-called Mortgage Fairness Act, which would make it easier for lenders to steer homeowners into high-cost mortgages.
Client expense: $20,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Consumer Product Safety Commission (CPSC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · third_quarter · Banking
Urged Senate to only confirm a qualified, consumer-law-experienced permanent director for the CFPB. Urged CFPB to maintain a robust, public consumer complaint database in comments responding to "Request for Information Regarding the Bureau's Consumer Complaint and Consumer Inquiry Handling Processes (CFPB 2018-0014)". Urged CFPB not to abandon supervision, enforcement and rulemaking tools in comments suggesting improvements to its financial literacy programs in "Request for Information Regarding Bureau Financial Education Programs (CFPB-2018-0015)". Commented in favor of continued strong use of guidances as a tool to hold industry accountable in "Request for Information Regarding Bureau Guidance and Implementation Support (CFPB-2018-0013). Supported S2362 (Reed), the "Control Your Personal Credit Information Act of 2018" to give consumers more control over the use of their credit reports. Opposed HR6743, the "Consumer Information Notification Requirement Act" (Luetkemeyer) to create a federal data security/data breach law that preempts stronger state breach and data security laws and state enforcement. Opposed provisions of S3246 (Hatch)/HR5444 (Jenkins), the Taxpayer First Act, that would continue and expand the so-called Free File program, that allows tax preparation services continued favorable use of the IRS website as a platform to pitch their other products. Oppose NCUA proposal (RIN 3133-AE84) to expand the sale of Payday Alternative Loans by credit unions. Opposed HR2570 (Posey), the so-called Mortgage Fairness Act, which would make it easier for lenders to steer homeowners into high-cost mortgages. Urged both House and Senate in consider of any and all Appropriations packages, including "Senate FY 2019 minibus II made up of the Financial Services & General Government, Interior, Agriculture, and Transportation, Housing & Urban Development appropriations bills" to fully fund the operations of agencies that enforce health, safety and financial protections and to keep all appropriations packages free of poison pill policy riders that should not be part of any federal budget.
Client expense: $20,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Consumer Product Safety Commission (CPSC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2018 · third_quarter · Taxation/Internal Revenue Code
Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018.
Client expense: $580,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office