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Legislative Progress
Introduced
January 31, 2019
Latest Action
January 31, 2019
Primary Sponsor
Bernard SandersIndependent(VT)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,086 other S bills in the 116th — cohort avg 30d
For the 99.8 Percent Act This bill imposes increased tax rates on decedent estates, gifts, and generation-skipping transfers. Estates with a value of over $1 billion are taxed at a 77% tax rate. The basic exclusion amount is reduced to $3.5 million. The bill increases (1) to $3 million the reduction in valuations of farmland for estate tax purposes and adjusts such increased amount for inflation, and (2) to $2 million the maximum estate tax exclusion for contributions of conservation easements. The bill requires (1) consistent basis reporting for property acquired by gift and transfers in trust, and (2) executors of estates and donors of gifts required to file a gift tax return to disclose to the Department of the Treasury, and to recipients of any interest in an estate or a gift, information identifying the value of each interest received. The bill sets forth estate valuation rules for certain transfers of nonbusiness assets and limits estate tax discounts for certain individuals with minority interests in a business acquired from a decedent. The bill expands rules for valuing assets in grantor retained annuity trusts to require that (1) the right to receive fixed amounts from an annuity last for a term of not less than 10 years and not more than the life expectancy of the annuitant plus 10 years, and that such fixed amounts not decrease during the first 10 years of the annuity term, and (2) the remainder interest have a value when transferred that is not less than the the greater of 25% of the fair market value of the trust property or $500,000. The bill also sets forth rules for the application of transfer taxes to a grantor trust (a trust in which the grantor retains control over the trust assets and has the right to receive income from the trust). The bill eliminates the generation-skipping transfer tax exemption for any trust whose termination date is not greater than 50 years after its creation. The bill modifies the gift tax exclusion for annual gifts (currently, $14,000).
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 (6)
2020 · third_quarter · Taxation/Internal Revenue Code
Read twice and referred to the Committee on Finance. (Sponsor introductory remarks on measure: CR S807-809)
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax cuts in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1516, S 647- Wall Street Tax Act S 2809, HR 5043- Millionaires Surtax Act Social Security Employee Payroll Taxes, Employer Withholding and Deferral Fairness in Taxation Act Individual taxes, including surtax, higher individual rates, Mark to Market Individuals' itemized tax deductions for certain state and local taxes (eg. SALT) (raise cap) S 1138, HR 3157- Earned income tax credit and child tax credits (expand/increase) Corporate taxes, including rates, loopholes, revenue HR 2103, S 1026- Tax Fairness for Workers Act HR 6579- CARES Windfall for the Wealthiest Repeal Act HR 7734- Building Businesses Back Act of 2020 Refundable business tax credits, including refundable NOL Carryover; Advance Refundable 200% credit for R&D COVID-19 related expenditures
Client expense: $590,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Act Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax cuts in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1516, S 647- Wall Street Tax Act S 2809, HR 5043- Millionaires Surtax Act Fairness in Taxation Act Individual taxes, including surtax, higher rates, Mark to Market Individuals' itemized tax deductions for certain state and local taxes (e.g. SALT)(end/raise cap) S 1138, HR 3157- Earned income tax credit and child tax credits (expand/increase) Corporate taxes, including higher rates, close loopholes, raise revenue HR 2103, S 1026- Tax Fairness for Workers Act HR 6579- CARES Windfall for the Wealthiest Repeal Act HR 7734- Building Businesses Back Act of 2020 General Business Tax Credits refundability Businesses' PPP Double Dip Refundable business tax credits, including refundable NOL Carryover; Advance Refundable credit for R&D COVID-19 related expenditures S 604- Mobile Workforce State Income Tax Simplification Act of 2019 S 3995- Remove and Mobile Worker Relief Act of 2020 COVID Relief Package- State and Local Income Taxes of Remote Workers FY 2021-2022 appropriations for IRS tax enforcement and staffing
Client expense: $530,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 / S. 1149 - Main Street Tax Certainty Act H.R. 748 / S. 3548 - CARES Act H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act H.R 7010- Paycheck Protection Program Flexibility Act of 2020 S. 4116 - Bill to extend authority for commitments for the paycheck protection program H.R.8337 - Continuing Appropriations Act of 2021 H.R.8696 - Securing a Strong Retirement Act of 2020 S.1431 - Retirement Security and Savings Act of 2019 S. 3612 - Small Business Expense Protection Act of 2020
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
H.R.878, Educators Expense Modernization Act, Teacher Tax Deductions related issues Monitor the following: H.R.6579, To amend the Internal Revenue Code of 1986 to allow certain taxpayers a 2-year carryback of net operating losses and to restore and make permanent the limitation on excess business losses of non-corporate taxpayers, Entirety S.3640, CARES Windfall for the Wealthiest Repeal Act, Entirety 529 College Savings Plans, Allowable Uses H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Paid Family Leave, generally Teacher Tax Deductions
Client expense: $370,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2020 · fourth_quarter · Taxation/Internal Revenue Code
Employer-sponsored health care credit and tax exclusion; Financial Transaction Tax; Corporate Tax Reform; Estate Tax Reform; Childcare Tax Credit; EITC; Carried Interest; Corporate Tax Reform; Territorial; Repatriation; Business Deduction; No Tax Breaks for Outsourcing (H.R. 1711); For The 99.8% Act (H.R.4857/S.309); Heavy duty truck suspension of federal excise tax (FET); HEALS Act; HEROES Act 2.0 (H.R.925); Consolidated Appropriations Act, 2021 (H.R. 133)
Client expense: $130,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2020 · fourth_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC). CHN supports H.R.7551 the Earned Income and Child Tax Credit Outreach of 2020 that would use an IRS outreach tool to inform eligible people of the credits.
Client expense: Not reported · Firm income: Not reported
2020 · third_quarter · Taxation/Internal Revenue Code
H.R.6579, To amend the Internal Revenue Code of 1986 to allow certain taxpayers a 2-year carryback of net operating losses and to restore and make permanent the limitation on excess business losses of non-corporate taxpayers, Entirety S.3640, CARES Windfall for the Wealthiest Repeal Act, Entirety 529 College Savings Plans, Allowable Uses H.R.878, Educators Expense Modernization Act, Teacher Tax Deductions related issues Monitor the following: H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Paid Family Leave, generally Teacher Tax Deductions
Client expense: $340,000 · Firm income: Not reported
2020 · third_quarter · Taxation/Internal Revenue Code
HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax cuts in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1516, S 647- Wall Street Tax Act S 2809, HR 5043- Millionaires Surtax Act Social Security Employee Payroll Taxes, Employer Withholding and Deferral Fairness in Taxation Act Individual taxes, including surtax, higher individual rates, Mark to Market Individuals' itemized tax deductions for certain state and local taxes (eg. SALT) (raise cap) S 1138, HR 3157- Earned income tax credit and child tax credits (expand/increase) Corporate taxes, including rates, loopholes, revenue HR 2103, S 1026- Tax Fairness for Workers Act HR 6579- CARES Windfall for the Wealthiest Repeal Act HR 7734- Building Businesses Back Act of 2020 Refundable business tax credits, including refundable NOL Carryover; Advance Refundable 200% credit for R&D COVID-19 related expenditures
Client expense: $590,000 · Firm income: Not reported
2020 · third_quarter · Taxation/Internal Revenue Code
Employer-sponsored health care credit and tax exclusion; Financial Transaction Tax; Corporate Tax Reform; Estate Tax Reform; Childcare Tax Credit; EITC; Carried Interest; Corporate Tax Reform; Territorial; Repatriation; Business Deduction; SALT Deductions; No Tax Breaks for Outsourcing (H.R. 1711); For The 99.8% Act (H.R.4857/S.309); Heavy duty truck suspension of federal excise tax (FET); HEALS Act; HEROES Act 2.0 (H.R.925)
Client expense: $230,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 / S. 1149 - Main Street Tax Certainty Act H.R. 748 / S. 3548 - CARES Act H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act H.R 7010- Paycheck Protection Program Flexibility Act of 2020 S. 4116 - Bill to extend authority for commitments for the paycheck protection program H.R. 2474 - Protecting the Right to Organize Act of 2019
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2020 · third_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC). CHN supports H.R.7551 the Earned Income and Child Tax Credit Outreach of 2020 that would use an IRS outreach tool to inform eligible people of the credits.
Client expense: Not reported · Firm income: Not reported
2020 · second_quarter · Taxation/Internal Revenue Code
H.R.6579, To amend the Internal Revenue Code of 1986 to allow certain taxpayers a 2-year carryback of net operating losses and to restore and make permanent the limitation on excess business losses of non-corporate taxpayers, Entirety S.3640, CARES Windfall for the Wealthiest Repeal Act, Entirety 529 College Savings Plans, Allowable Uses Monitor the following: H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Paid Family Leave, generally
Client expense: $440,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE
2020 · second_quarter · Taxation/Internal Revenue Code
Employer-sponsored health care credit and tax exclusion; Financial Transaction Tax; Corporate Tax Reform; Estate Tax Reform; Childcare Tax Credit; EITC; Carried Interest; Corporate Tax Reform; Territorial; Repatriation; Business Deduction; SALT Deductions; No Tax Breaks for Outsourcing (H.R. 1711); For The 99.8% Act (H.R.4857/S.309); Coronavirus Packages 1 and 2; CARES Act; Heavy duty truck suspension of federal excise tax (FET); HEROES Act
Client expense: $500,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 / S. 1149 - Main Street Tax Certainty Act H.R. 748 / S. 3548 - CARES Act H.R. 266 - Paycheck Protection Program and Health Care Enhancement Act H.R 7010- Paycheck Protection Program Flexibility Act of 2020 S. 4116 - Bill to extend authority for commitments for the paycheck protection program Issues related to estate tax, life insurance, and retirement planning
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2020 · second_quarter · Taxation/Internal Revenue Code
HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax provisions in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive Tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on individuals itemized deductions for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credit HR 2103, S 1026- The Tax Fairness for Workers Act S 4067- American Assistance for American Companies Act HR 6579- CARES Windfall for the Wealthiest Repeal Act Refundable Business Tax Credits
Client expense: $660,000 · Firm income: Not reported
2020 · second_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).
Client expense: Not reported · Firm income: Not reported
2020 · first_quarter · Taxation/Internal Revenue Code
HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
Employer-sponsored health care credit and tax exclusion; Financial Transaction Tax; Corporate Tax Reform; Estate Tax Reform; Childcare Tax Credit; EITC; Carried Interest; Corporate Tax Reform; Territorial; Repatriation; Business Deduction; SALT Deductions; No Tax Breaks for Outsourcing (H.R. 1711); For The 99.8% Act (H.R.4857/S.309); Coronavirus Packages 1 and 2; CARES Act
Client expense: $340,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2020 · first_quarter · Taxation/Internal Revenue Code
H.R.5043/S.2809, Millionaires Surtax Act of 2019, Entirety H.R.5066, Tax Excessive CEO Pay Act of 2019, Entirety H.R.1516, Wall Street Tax Act, Entirety H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety H.R.4857/S.309, For the 99.8% Act, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety Monitor the following: Paid Family Leave, generally Private School Voucher Programs, Tax clarification issues
Client expense: $410,000 · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act
Client expense: $660,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S. 1431 - Retirement Securities and Savings Act H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 S. 321 Retirement Security Act of 2019 S. 322 - SIMPLE Plan Modernization Act S. 541 - Portable Benefits for Independent Workers Pilot Program Act S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 - Main Street Tax Certainty Act Issues related to estate tax, life insurance, and retirement planning
Client expense: $420,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2020 · first_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).
Client expense: Not reported · Firm income: Not reported
2019 · fourth_quarter · Taxation/Internal Revenue Code
H.R.3157, Working Families Tax Relief Act, Entirety Save for Success Act, Entirety S.309, For the 99.8% Act, Entirety H.R.748, Health Benefits Tax Repeal, Entirety H.R.3848/S.2155, Stop Wall Street Looting Act, Entirety H.R.748/S.684, Middle Class Health Benefits Tax Repeal Act, Entirety H.R. 4540, Public Servants Protection and Fairness Act, Entirety H.R.141, Social Security Fairness Act of 2019, Entirety H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety S.J.Res.50, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Internal Revenue Service, Department of the Treasury, relating to "Contributions in Exchange for State or Local Tax Credits", SALT Tax dediction
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
2019 · fourth_quarter · Taxation/Internal Revenue Code
Employer-sponsored health care credit and tax exclusion; Financial Transaction Tax; Corporate Tax Reform; Estate Tax Reform; Childcare Tax Credit; EITC; Carried Interest; Corporate Tax Reform; Territorial; Repatriation; Business Deduction; SALT Deductions; No Tax Breaks for Outsourcing (H.R. 1711); For The 99.8% Act (H.R.4857/S.309)
Client expense: $370,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office
2019 · fourth_quarter · Taxation/Internal Revenue Code
Improving retirement and security of home care workers SJ Res 50- Prevent Implementation of the State and Local Tax Deduction Modification HR 5377- Restoring Tax Fairness for States and Localities Act HR 4857, S 309- For the 99.8% Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act HR 2513- Corporate Transparency Act Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue HR 1142- Stop the Attack on Local Taxpayers Act of 2019 (SALT Act) HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- Amend Internal Revenue Code of 1986 to raise the limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019 HR 1398, S 172- Health Insurance Tax Relief Act of 2019 HR 2103, S 1026- The Tax Fairness for Workers Act
Client expense: $560,000 · Firm income: Not reported
H.R. 1994 - SECURE Act S. 1431 - Retirement Securities and Savings Act S. 972 - RESA H.R. 1007 - RESA H.R.1084 - Family Savings Act H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 S. 321 Retirement Security Act of 2019 S. 322 - SIMPLE Plan Modernization Act S. 541 - Portable Benefits for Independent Workers Pilot Program Act S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 - Main Street Tax Certainty Act Issues related to estate tax, life insurance, and retirement planning
Client expense: $440,000 · Firm income: Not reported
2019 · fourth_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC). CHN supports S. 2809, the Millionaires Surtax Act. CHN opposes the The Cassidy-Sinema plan would help working families now by funding paid parental leave or infant care expenses through advancing the Child Tax Credit (CTC).
Client expense: Not reported · Firm income: Not reported
2019 · third_quarter · Taxation/Internal Revenue Code
H.R.3157, Working Families Tax Relief Act, Entirety Save for Success related issues S.309, For the 99.8% Act, Entirety H.R.748, Health Benefits Tax Repeal, Entirety Monitor the following: H.R.2624, SALT Relief and Marriage Penalty Elimination Act of 2019, Entirety H.R.748/S.684, Middle Class Health Benefits Tax Repeal Act, Entirety
Client expense: $350,000 · Firm income: Not reported
Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE
H.R. 1994 - SECURE Act S. 1431 - Retirement Securities and Savings Act S. 972 - RESA H.R. 1007 - RESA H.R.1084 - Family Savings Act H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 S. 321 Retirement Security Act of 2019 S. 322 - SIMPLE Plan Modernization Act S. 541 - Portable Benefits for Independent Workers Pilot Program Act S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 - Main Street Tax Certainty Act Issues related to estate tax, life insurance, and retirement planning
Client expense: $560,000 · Firm income: Not reported
2019 · third_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates. CHN supports S.2553, Eliminating Discrimination and Creating Corridors to Expand Student Success Act of 2019 (ED ACCESS Act) which would repeal the lifetime ban on drug felons from receiving the American Opportunity Tax Credit (AOTC).
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
HR 1142- Stop Attack on Local Taxpayers (SALT) Act Tax Fairness and Accountability S 309- For the 99.8 percent Act (Estate Tax Reform) HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act HR 2513- Corporate Transparency Act Fairness in Taxation Act S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- To amend the Internal Revenue Code of 1986 to increase the limitation on the amount individuals can deduct for certain State and local taxes S 1138- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019
Client expense: $600,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · second_quarter · Taxation/Internal Revenue Code
1. Repeal of the Patient Protection and Affordable Health Care Act health care premium subsidies through the federal tax code 2. S. 780, No Tax Breaks for Outsourcing Act, entire bill 3. H.R. 1711, No Tax Breaks for Outsourcing Act, entire bill 4. H.R. 748, Middle Class Health Benefits Tax Repeal Act of 2019, entire bill 5. S. 684, Middle Class Health Benefits Tax Repeal Act of 2019, entire bill 6. S. 309, For the 99.8 Percent Act, entire bill
Client expense: $90,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA), U.S. Trade Representative (USTR)
H.R. 1994 - SECURE Act S. 1431 - Retirement Securities and Savings Act S. 972 - RESA H.R. 1007 - RESA H.R.1084 - Family Savings Act H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 S. 321 Retirement Security Act of 2019 S. 322 - SIMPLE Plan Modernization Act S. 541 - Portable Benefits for Independent Workers Pilot Program Act S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 - Main Street Tax Certainty Act Issues related to estate tax, life insurance, and retirement planning
Client expense: $330,000 · Firm income: Not reported
2019 · second_quarter · Taxation/Internal Revenue Code
CHN supports an increase in revenues from progressive sources. CHN supports expanding the Earned Income Tax Credit for workers who are not custodial parents. CHN supports reversing tax breaks to corporations and wealthy individuals in the Tax Cut and Jobs Act, 2017. CHN supports S. 1138/H.R. 3157 the Working Families Tax Relief Act to expand the earned income and child tax credit. CHN supports H.R. 2513 the Corporate Transparency Act of 2019 which would require companies to disclose information about the real people who own or control them at the time they are created. CHN supports H.R. 1711 No tax Breaks for Outsourcing that would modify the tax treatment of the foreign source income of domestic corporations. CHN supports S. 158/H.R. 2923 Inclusive Prosperity Act 2019 that would impose a small sales tax on Wall Street trades. CHN supports S. 309 For the 99.8% Act that would restore the estate tax exemption to the 2009 level and raise the rate on the wealthiest estates.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2019 · first_quarter · Taxation/Internal Revenue Code
HR 1142- Stop Attacking Local Taxpayers (SALT) Act Tax Fairness and Accountability HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act S 309- For the 99.8% Act Fairness in Taxation Act Corporate taxes, including rates, loopholes, revenue State and Local Tax Deduction Earned Income Tax Credit: Expansion
Client expense: $590,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
H.R. 1994 - SECURE Act H.R. 1007 - RESA H.R.1084 - Family Savings Act H.R. 1993 - Providing Retirement Security to Workers in Small Businesses, Cooperatives, and Service Organizations Act of 2019 H.R. 1439 - Increasing Access to a Secure Retirement Act of 2019 S. 321 Retirement Security Act of 2019 S. 322 - SIMPLE Plan Modernization Act S. 541 - Portable Benefits for Independent Workers Pilot Program Act S. 309 - For the 99.9 Percent Act H.R. 521 - Permanently Repeal the Estate Tax Act of 2019 H.R. 281 / S. 215 - Death Tax Repeal Act of 2019 H.R. 651 - Charitable Giving Tax Deduction Act H.R. 216 - Main Street Tax Certainty Act Issues related to estate tax, life insurance, and retirement planning
Client expense: $310,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)