Credit for Caring Act of 2019

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act. S. 4808, Enhancing American Retirement Now (EARN) Act. S. 4353, RISE & SHINE Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.

Client expense: Not reported · Firm income: $20,000

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Work related to brokerage window investments. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act. Enhancing American Retirement Now (EARN) Act, as approved by the Senate Finance Committee. S. 4353, RISE & SHINE Act. S. 4147/H.R. 7860, Financial Freedom Act.

Client expense: Not reported · Firm income: $20,000

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.

Client expense: Not reported · Firm income: $20,000

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act. H.R. 7146/S. 1870, Enhancing Emergency and Retirement Savings Act. H.R. 7310, Protecting Americas Retirement Security Act. H.R. 6782/S. 3712, Auto Reenrollment Act.

Client expense: Not reported · Firm income: $20,000

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act.

Client expense: Not reported · Firm income: $20,000

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). H.R. 4610/S. 3795, RETIRE Act. S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act. H.R. 5891, Retirement Improvement and Savings Enhancement Act.

Client expense: Not reported · Firm income: $20,000

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals to expand retirement plan coverage and adequacy, including proposals to reform the multiple employer plan rules. Proposals related to creating of new qualified retirement plans for small business. Issues related to tax incentives for retirement savings. Qualified plan issues. Proposals related to self correcting inadvertent plan errors. Proposals related to electronic disclosure. S. 1770, Retirement Security and Savings Act. S. 1011, to modify the requirements for multiple employer plans, and for other purposes (116th Congress). S. 1272, SIMPLE Plan Modernization Act. S. 321, Retirement Security Act (116th Congress). Issues related to e-notarization. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. S. 1625, Securing and Enabling Commerce Using Remote and Electronic Notarization Act. S. 1703, Improving Access to Retirement Savings. H.R. 2954, Securing a Strong Retirement Act. H.R. 8606, To defer the tax of certain sales of employer stock and reduce certain retirement-related excise taxes, and for other purposes (116th Congress). H.R. 5376, Build Back Better Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1043/S. 460, Employer Participation in Repayment Act (116th Congress). Student loan retirement match proposal. Issues related to E-notarization. PROSPER Act. S. 1770, Retirement Security and Savings Act. S. 1443/H.R. 2917, Retirement Parity for Student Loans Act. H.R. 2954, Securing a Strong Retirement Act.

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R.5958 Senior Health Planning Account Act H.R.3644 Independence at Home Demonstration Act of 2019 Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $350,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL); H.R. 6238, "Cameron's Law to reinstate full Orphan Drug Tax Credit for clinical testing expenses for rare diseases or conditions; provisions in COVID-19 relief legislation relating to net operating loss; H.R. 133, Consolidated Appropriations Act of 2021.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Help Charities Protect Communities Act (introduction pending) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Protecting Nonprofits from Catastrophic Cash Flow Strain Act of 2020 (S 4001 and S 4209) RESTART Act (S. 3814) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities (HR 6408) To include nonprofits in the Main Street Lending Program, and add Federal Reserve to list of agencies lobbied Universal Giving Pandemic Response Act (S 4032/HR 7324) WORK NOW Act (S. 3747) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income H.R. 8595 - To nullify the effect of Executive Order 13950 relating to combating race and sex stereotyping

Client expense: $125,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law; H.R. 748, CARES Act tax issues; H.R. 6900, HEROES Act tax issues; HR 133, Consolidated Appropriations Act of 2021

Client expense: $150,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 5821 HOSPICE Act. No bill number. Discussed vaccine development, approval, distribution and prioritization. No bill number. Discussed vaccine coverage. No bill number. Discussed Nursing Home Dashboard and COVID-19 nursing home priorities . S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed various issues for nursing home residents related to COVID-19, including PPE, testing, visitation, equipment, surveys, family notification and accountability for use of Provider Relief Funds. H.R. 925/H.R 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, COVID-19 and nursing homes, social isolation, and the aging network. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense.

H.R. 133, Consolidated Appropriations At, 2021. H.R. 6800, The Heroes Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act. Senate Amendment to H.R. 925, The Heroes Act. P.L. 116-136, CARES Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. No bill number. Discussed food insecurity and food assistance programs, including Supplemental Nutrition Assistance Program (SNAP), The Emergency Food Program (TEFAP), the Commodity Supplemental Food Program (CSFP), the USDA Coronavirus Food Assistance Program, and Older Americans Act nutrition services. No bill number. Discussed barriers older adults may face when using the SNAP online pilot program. P.L. 116-260, Consolidate Appropriations Act, 2021. No bill number. Discussed AARPs Nursing Home Dashboard and COVID-19 nursing home priorities. S. 4866, Nursing Home Reform Modernization Act. No bill number. Discussed COVID-19, nursing homes and the VA. No bill number. Discussed CMS visitation guidance. No bill number. Discussed accountability for use of Provider Relief Funds. H.R. 925, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed the US Postal Service, health and wellness, caregiving, social isolation, and the aging network. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed Elder Justice Act reauthorization. No bill number. Submitted a letter to the Centers for Medicare & Medicaid Services providing comments on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act. No bill number. Shared comments on CMS COVID-19 interim final rule, including enforcement requirements for nursing home data collection and reporting, limitations on COVID-19 testing without an order, and nursing home testing requirements. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. No bill number. Discussed senior suicides in response to COVID-19. No bill number. Discussed question regarding COVID-19 vaccines, 50 percent rule, and federal Pharmacy Partnership for Long-Term Care Program. H.R. 8874, Nurses CARE Act.

H.R. 133, Consolidated Appropriations Act. H.R. 2730/S. 1443, Credit for Caring Act. H.R. 8439, the FAIR Fight Act. H.R. 2073/S. 110, Permanent Extension of the 7.5% Medical Expense Deduction. H.R. 7714, Amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

Client expense: $2,400,000 · Firm income: Not reported

H.R. 133, Consolidated Appropriations Act. S. 4747, Informing Grandfamilies. No bill number. Discussed work of RAISE Family Caregiving Advisory Council. No bill number. Discussed the US Postal Service, health and wellness, caregiving, COVID-19 and nursing homes, social isolation, and the aging network. H.R. 2730/S. 1443, Credit for Caring Act. H.R. 8906, Lifespan Respite Care Reauthorization Act.

Client expense: $2,400,000 · Firm income: Not reported

H.R. 133, Consolidated Appropriations Act, 2021. H.R. 6201, Families First Coronavirus Response Act. S. 2543, the Prescription Drug Pricing Reduction Act. H.R. 3, the Elijah E. Cummings Lower Drug Costs Now Act. S. 3548/H.R. 748, CARES Act. No bill number. Discussed vaccine development, coverage, approval, distribution and prioritization. No bill number. Discussed Medicaid FMAP increases. No bill number. Discussed the Money Follows the Person Rebalancing Demonstration supplemental funds. No bill number. Comment letter on Medicare and Medicaid Programs, Clinical Laboratory Improvement Amendments (CLIA), and Patient Protection and Affordable Care Act; Additional Policy and Regulatory Revisions in Response to the COVID- 19 Public Health Emergency. No bill number. Comment letter on CMS COVID-19 interim final rule. No bill number. Discussed nursing home testing, CMS guidance on visitation and voting for nursing homes and their residents, and visitation. No bill number. Discussed requirements for family notification of nursing home residents related to COVID-19. No bill number. Comment letter to the Center for Medicare & Medicaid Services (CMS) on a request for information pertaining to Recommended Measure Set for Medicaid-Funded Home and Community-Based Services (HCBS). H.R. 925/H.R. 6800, Heroes Act. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4866, Nursing Home Reform Modernization Act. H.R. 6487/S. 3517, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Comment letter to CMS on the state of New Yorks Section 1115 Medicaid Redesign Team Waiver amendment on managed long-term care plan eligibility and voluntary mainstream enrollment for certain dual eligibles. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. No bill number. Discussed COVID-19 vaccines and vaccinations in nursing homes and other long-term care settings. H.R. 2730/S. 1443, Credit for Caring Act. Shared upcoming health care priorities with House staff. H.R. 5821, HOSPICE Act and H.R. 2477 BENES Act. Discussed bills, changes to hospice bill, and advancing of bills in the House with House staff. H.R. 8874, Nurses CARE Act No bill number. Discussed Medicaid home and community-based services bill. No bill number. Discussed the federal Pharmacy Partnership for Long-Term Care Program, COVID-19 vaccines, and the 50 percent rule. H.R. 2477/S. 1280 - BENES Act. No bill number. Discussed Medicare financial situation and solvency. No bill number. Discussed medically necessary dental coverage in Medicare. No bill number. Discussed Medicare direct contracting payment model. No bill number. Letter to Food and Drug Administration calling for release of over-the-counter hearing aid regulations.

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act H.R.5958 Senior Health Planning Account Act H.R.3644 Independence at Home Demonstration Act of 2019 Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $360,000 · Firm income: Not reported

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Help Charities Protect Communities Act (introduction pending) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Protecting Nonprofits from Catastrophic Cash Flow Strain Act of 2020 (S 4001 and S 4209) RESTART Act (S. 3814) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities (HR 6408) To include nonprofits in the Main Street Lending Program, and add Federal Reserve to list of agencies lobbied Universal Giving Pandemic Response Act (S 4032/HR 7324) WORK NOW Act (S. 3747) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $170,000 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL); H.R. 6238, "Cameron's Law to reinstate full Orphan Drug Tax Credit for clinical testing expenses for rare diseases or conditions; provisions in COVID-19 relief legislation relating to net operating loss.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law; H.R. 748, CARES Act tax issues; H.R. 6900, HEROES Act tax issues

Client expense: $170,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

No bill number. Discussed funding and flexibilities for Older Americans Act programs including nutrition services. No bill number. Discussed USDA Coronavirus Food Assistance Program. P.L. 116-136, CARES Act. No bill number. Written statement submitted for Senate hearing, The COVID-19 Pandemic and Seniors: A Look at Racial Health Disparities. No bill number. Discussed food assistance programs, including The Emergency Food Program and Commodity Supplemental Food Program. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP). S.3563, Food Assistance for Kids and Families During COVID-19 Act of 2020. S. 3736, Increasing Access to SNAP Delivery During COVID-19 Act of 2020. S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4184/H.R. 7463, Assisted Living Facility Coronavirus Reporting Act. H.R. 6698, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). No bill number. Discussed funding for nursing homes, home and community-based services, and other institutional care. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Submitted comment letter on May 8 COVID-19 interim final rule with comment. No bill number. Discussed VA and nursing homes addressing COVID-19 and the collection of demographic data. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed immunity related to COVID-19 for nursing homes and other long-term care facilities. H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021. No bill number. Submitted statement regarding nursing homes and COVID-19 to the Coronavirus Commission on Safety and Quality in Nursing Homes. No bill number. Discussed dual eligible and Medicaid home and community-based services. S. 4318, American Workers, Families, and Employers Assistance Act. S. 4320, Coronavirus Response Additional Supplemental Appropriations Act of 2020. No bill number. Discussed Community Immunity During COVID-19 Act. No bill number. Discussed family caregiver tax credit. S. 1443, Credit for Caring Act. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council. No bill number. Discussed RAISE Family Caregiving Advisory Council report. Discussed care transitions for Community Living staff. No bill number. Discussed letter VA nursing homes. H.R. 8114, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4555/H.R. 8079, Elder Justice Reauthorization Act of 2020. No bill number. Nursing Home Transparency and Oversight Act. No bill number. Discussed nursing home point-of-care testing and nursing home and long-term care facility testing. No bill number. Discussed logistics for virtual aging conference. No bill number. Discussed nursing homes, COVID package, health extenders, continuing resolution, and long-term services and supports. No bill number. Discussed Fiscal 2021 Medicare home health payment proposed rule. H.R. 6201, Families First Coronavirus Response Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act, 2020. S. 2543, Prescription Drug Pricing Reduction Act. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Discussed family caregiving resources No bill number. Discussed family caregiver tax credit amendment. S. 1443, Credit for Caring Act. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council. No bill number. Discussed RAISE Family Caregiving Advisory Council report. No bill number. Discussed care transitions work. HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES). S 4318, American Workers, Families, and Employers Assistance Act (HEALS). No Bill Number. Discussed Paid Sick and Family Leave.

Client expense: $1,880,000 · Firm income: Not reported

H.R. 8439, To amend the Internal Revenue Code of 1986 to exclude from gross income any interest paid on an overpayment of tax. No bill number. Discussed family caregiver tax. S. 1443, Credit for Caring Act. H.R. 2073/S. 110, legislation to permanently extend the medical expense deduction at 7.5% of income. H.R. 7714, Legislation to amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. No Bill Number. Discussed payroll tax deferral.

Client expense: $1,880,000 · Firm income: Not reported

S. 4182, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4184/H.R. 7463, Assisted Living Facility Coronavirus Reporting Act. H.R. 6698, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (Heroes Act). HR 925, Updated Health and Economic Recovery Omnibus Emergency Solutions Act (Updated HEROES); No bill number. Discussed funding for nursing homes, home and community-based services, and other institutional care in next COVID-19 package. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed May 8 COVID-19 interim final rule. No bill number. Discussed VA and nursing homes addressing COVID-19 and the collection of demographic data in possible COVID-19 package. H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Discussed immunity related to COVID-19 for nursing homes and other long-term care facilities. H.R. 7617, Defense, Commerce, Justice, Science, Energy and Water Development, Financial Services and General Government, Labor, Health and Human Services, Education, Transportation, Housing, and Urban Development Appropriations Act, 2021. No bill number. Submitted statement regarding nursing homes and COVID-19 to the Coronavirus Commission on Safety and Quality in Nursing Homes. No bill number. Discussed dual eligible and Medicaid. S 4318, American Workers, Families, and Employers Assistance Act (HEALS). S. 4320, Coronavirus Response Additional Supplemental Appropriations Act of 2020. No bill number. Discussed resources for Medicaid HCBS in COVID legislation. No bill number. Discussed Community Immunity During COVID-19 Act. No bill number. Discussed and provided technical assistance on draft nursing home and COVID-19 provisions/amendments. No bill number. Discussed first person account related to long-term care facilities and COVID-19. No bill number. Provided technical assistance on family caregiver tax credit. S. 1443, Credit for Caring Act. Discussed the bill and a possible COVID package. No bill number. Discussed family caregiving with RAISE Family Caregiving Advisory Council. No bill number. Discussed RAISE Family Caregiving Advisory Council report. No bill number. Discussed care transitions for Community Living staff. P.L. 116-136, CARES Act. H.R. 8114, Emergency Support for Nursing Homes and Elder Justice Reform Act of 2020. S. 4555/H.R. 8079, Elder Justice Reauthorization Act of 2020. No bill number. Nursing Home Transparency and Oversight Act. No bill number. Discussed nursing home point-of-care testing and nursing home and long-term care facility testing. No bill number. Discussed logistics for virtual aging conference. No bill number. Discussed nursing homes, COVID package, testing, health extenders, continuing resolution, home care providers, and long-term services and supports. No bill number. Discussed Fiscal 2021 Medicare home health payment proposed rule. H.R. 2073/S. 110, legislation to permanently extend the medical expense deduction at 7.5% of income. No bill number. Discussed health care affordability for Americans age 50-64. H.R. 7714, Legislation to amend IRS Code of 1986 to Reduce the Floor on Deductions for Medical Expense. H.R. 6201, Families First Coronavirus Response Act. H.R. 6074, Coronavirus Preparedness Response Supplemental Appropriations Act, 2020. S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act H.R.6800 Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act Issues related to strengthening charitable giving incentives including the universal charitable deduction (S. 4032/H.R. 7324) and Legacy IRA Act (S.1327/H.R. 3832) In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

Client expense: $250,000 · Firm income: Not reported

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Help Charities Protect Communities Act (introduction pending) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Protecting Nonprofits from Catastrophic Cash Flow Strain Act of 2020 (S 4001 and S 4209) RESTART Act (S. 3814) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) To extend the charitable deduction to all taxpayers regardless of whether a taxpayer itemizes deductions in order to encourage and increase charitable giving, and to provide for loans and loan guarantees to certain public charities (HR 6408) To include nonprofits in the Main Street Lending Program, and add Federal Reserve to list of agencies lobbied Universal Giving Pandemic Response Act (S 4032/HR 7324) WORK NOW Act (S. 3747) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $582,750 · Firm income: Not reported

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL); H.R. 6238, "Cameron's Law to reinstate full Orphan Drug Tax Credit for clinical testing expenses for rare diseases or conditions.

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

No bill number. Discussed nursing home residents bill of rights. No bill number. Discussed Medicare family caregiving pilot concept and hospice component in value-based insurance design demonstration. No bill number. Shared invitation for webinar on Medicaid managed LTSS and family caregivers paper. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act. No bill number. Shared family caregiving information. P.L. 115-182, signed onto comment letter to VA regarding the proposed rule on the Program of Comprehensive Assistance for Family Caregivers Improvements and Amendments under the VA MISSION Act. P.L. 116-131, Supporting Older Americans Act of 2020. S. 3057, Modernization of the Older Americans Act Amendments. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act; H.R. 6074, Preparedness and Response Supplemental; H.R. 6201, Families First Coronavirus Response Act; H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act; H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. Discussed funding levels required for Coronavirus pandemic health care and economic security response.

Client expense: $1,770,000 · Firm income: Not reported

S. 1443, H.R. 2730, Credit for Caring Act. No bill number. Discussed issue of nursing homes seizing residents economic impact payments. H.R. 6379, Take Responsibility for Workers and Families Act. H.R. 2073/S.110, Permanent extension of the 7.5% income threshold for the medical expense deduction. H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act - Discussed Required Minimum Distributions (RMD)

Client expense: $1,770,000 · Firm income: Not reported

H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Credit for Caring Act.

Client expense: $1,770,000 · Firm income: Not reported

No bill number. Discussed nursing home and assisted living data and reporting. H.R.6666 - COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act (HEROES Act). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session (CMS and ACL). H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed issue of nursing homes seizing residents economic impact payments. No bill number. Discussed issues related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home and other long-term care facilities COVID-19 issues and AARP priorities. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed expansion of affordability and availability of communication services to address the COVID-19 crisis. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter discussing immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). No bill number. Sent letter urging Congress and the Administration to stem the loss of life due to the coronavirus and improve conditions in long-term care facilities. Discussed funding and flexibilities for Older Americans Act programs including nutrition services. Discussed funding for The Emergency Food Program and Commodity Supplemental Food Program. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act. No bill number. Discussed Supplemental Nutrition Assistance Program (SNAP) flexibilities, increasing benefits, emergency allotments, suspending rule making, online grocery shopping and delivery for SNAP recipients, and restaurant meals program under SNAP S.3563, Food Assistance for Kids and Families During COVID-19 Act of 2020. No bill number. Discussed Coronavirus Food Assistance Program. H.R. 6510, SNAP Online Purchasing Flexibility Act of 2020. H.R. 6688, SNAP COVID-19 Anti-Hunger Restaurant Relief for You Act of 2020. S. 3736, Increasing Access to SNAP Delivery During COVID-19 Act of 2020. No bill number. Discussed the disproportionate impact of COVID-19 on communities of color. S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed and provided technical assistance on draft legislation related to State Veterans Homes and COVID-19. No bill number. Discussed nursing home COVID-19 issues, AARP priorities, and COVID-19 nursing home briefing with House staff and provided contact information for possible witnesses. No bill number. Discussed AARP priorities to protect nursing home and other long-term care facilities in response to COVID-19. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act H.R. 6074, Preparedness and Response Supplemental H.R. 6201, Families First Coronavirus Response Act H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act H.R. 266, Paycheck Protection Program and Health Care Enhancement Act. No bill number. Discussed telehealth and waiver extensions granted for COVID-19. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed long-term care facility issues and COVID-19. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Discussed and shared letter to FCC urging them to take sustained action to expand the affordability and availability of communication services to address COVID-19. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. H.R. 6379, Take Responsibility for Workers and Families Act. S. 1443, H.R. 2730, Discussed Credit for Caring Act. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System, in addition to action needed to ensure health and safety in long-term care facilities, the collection and reporting of demographic data, and testing and contact tracing. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Sent letter to Senate Judiciary Committee and discussed opposition to immunity related to COVID-19 for nursing homes, assisted living facilities, and other long-term care facilities. S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). H.R. 6666, the COVID-19 Testing, Reaching, And Contacting Everyone (TRACE) Act. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 2073/S.110, Permanent extension of the 7.5% income threshold for the medical expense deduction. S. 3057, Modernization of the Older Americans Act Amendments S. 2543, Prescription Drug Pricing Reduction Act (Grassley-Wyden). H.R. 19/S. 3129, Lower Cost More Cures Act. H.R. 3, Elijah E. Cummings Lower Cost Drugs Now Act.

S. 3517/H.R. 6487, Advancing Connectivity during the Coronavirus to Ensure Support for Seniors Act (ACCESS Act). S. 1443, H.R. 2730 Credit for Caring Act. No bill number. Written statement submitted for House hearing on Health Care Inequality: Confronting Racial and Ethnic Disparities in COVID-19 and the Health Care System. No bill number. Submitted written statement for House hearing on The Disproportionate Impact of COVID-19 on Communities of Color. No bill number. Submitted comments on the proposed rule regarding the Medicare Program; Prospective Payment System and Consolidated Billing for Skilled Nursing Facilities (SNFs); and Updates to the Value-Based Purchasing Program for FY2021. Discussed implementation of the Patient Driven Payment Model (PDPM). No bill number. Participated in CMS HCBS and Nursing Home Diversification Strategies brainstorming session. H.R.7254. Infection Control Training and Support Act of 2020. No bill number. Discussed nursing homes seizing residents economic impact payments. No bill number. Discussed Medicare family caregiving pilot concept and hospice component in value-based insurance design demonstration. H.R.6698/S. 3644, Quality Care for Nursing Home Residents and Workers During COVID-19 Act of 2020. No bill number. Discussed nursing home data collection. S. 3768/H.R. 6972, Nursing Home COVID-19 Protection and Prevention Act. No bill number. Shared invitation for webinar on Medicaid managed LTSS and family caregivers paper. No bill number. Discussed use of civil money penalties to purchase technology for virtual visitation. S. 3544, Coronavirus Relief for Seniors and People with Disabilities Act of 2020. Discussed nursing home and other long-term care facility issues, including issues related to COVID-19. H.R. 6379, Take Responsibility for Workers and Families Act. No bill number, discussed Elder Justice Act Reauthorization and nursing home bill. H.R. 3, the Lower Drug Costs Now Act. S. 2543, the Prescription Drug Pricing Reduction Act. Discussed increasing the FMAP for Medicaid in COVID-19 legislation. H.R. 1425, the Patient Protection and Affordable Care Enhancement Act. H.R. 6800, Health and Economic Recovery Omnibus Emergency Solutions Act. H.R. 6074, Preparedness and Response Supplemental. H.R. 6201, Families First Coronavirus Response Act. H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act. H.R. 266, Paycheck Protection Program and Health Care Enhancement Act.

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law; H.R. 748, CARES Act tax issues

Client expense: $150,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

S.1443/H.R.2730 Credit for Caring Act S.110/H.R.2073 Medical Expense Savings Act H.R.2878 Homecare for Seniors Act S.1257/H.R.3832 Legacy IRA Act H.R.6379 Families First Coronavirus Response Act S.3548/H.R.748 Coronavirus Aid, Relief, and Economic Security (CARES) Act; including provisions related to all nonprofits S.3544/H.R.6305 Coronavirus Relief for Seniors and People with Disabilities Act H.R.6408 Save the Organizations that Serve (SOS) America Act In forthcoming COVID-19 relief packages the Alzheimer's Association has advocated for policies which will impact charitable nonprofits including: - Expanded Nonprofit Access to Credit: To establish an exclusive fund to support nonprofit employers with between 500 and 10,000 employees, including loan forgiveness. - Expand Charitable Giving Incentives - Allow larger charitable nonprofits to be eligible to receive funds under the Paycheck Protection Program - Clarify that charitable nonprofits of all sizes are able to participate in the emergency Small Business Loan Program by using the tax-law definition of charitable organizations (Sec. 501(c)(3) public charities) and removing the language that excludes nonprofits that are eligible to receive Medicaid reimbursements.

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

Issues related to the Orphan Drug Tax Credit; H.R. 2730/S. 1443, Credit for Caring Act of 2019; Coronavirus Aid, Relief, and Economic Security (CARES) Act and provisions regarding net operating loss (NOL).

Client expense: Not reported · Firm income: $60,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Charitable Giving Tax Deduction Act (H.R.651) Credit for Caring Act of 2019 (S.1443/H.R.2730) Legacy IRA Act (H.R. 3832/S.1257) Lessen Impediments from Taxes for Charities Act (LIFT for Charities Act) (S.632) Medical Expense Savings Act (S.110) Save the Organizations that Support (SOS) America Act (HR 6408) To amend the Internal Revenue Code of 1986 to repeal the inclusion of certain fringe benefit expenses for which a deduction is disallowed in unrelated business taxable income (H.R.1545) To amend the Internal Revenue Code of 1986 to permanently extend the 7.5 percent adjusted gross income floor for the medical expense deduction (H.R.2073) Implementation of: PL 115-97, Sec. 13702 unrelated business taxable income

Client expense: $250,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), 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, Veterans Affairs, Dept of (VA), White House Office

Issues related to the Orphan Drug Tax Credit and Orphan Drug Act incentives; Credit for Caring Act, H.R. 2730/S. 1443; H.R. 6238, Cameron's Law

Client expense: $360,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE