CARES Windfall for the Wealthiest Repeal Act

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

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 H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety

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

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. Proposals regarding the deduction of medical expenses under the tax code 5. Proposals to reduce or suspend Social Security and Medicare withholding taxes 6. 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, entire bill 7. S. 3640, CARES Windfall for the Wealthiest Repeal Act, entire bill 8. H.J. Res 94, Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic, entire resolution 9. IRS enforcement and resources for enforcement of the Internal Revenue Code

Client expense: $70,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA)

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

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 H.R.7370, Protecting Employees and Retirees in Business Bankruptcies Act of 2020, Entirety

Client expense: $340,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

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

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. Proposals regarding the deduction of medical expenses under the tax code 5. Proposals to reduce or suspend Social Security and Medicare withholding taxes 6. 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, entire bill 7. S. 3640, CARES Windfall for the Wealthiest Repeal Act, entire bill 8. H.J. Res 94, Relief with Respect to Employment Tax Deadlines Applicable to Employers Affected by the Ongoing Coronavirus (COVID-19) Disease 2019 Pandemic, entire resolution

Client expense: $70,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA)

Crack down on dark money act, bicameral letter to leadership on no new corporate tax cuts, support for workforce promotion and access act, S 3640-Cares windfall for the wealthiest repeal act, tax issues and Covid relief package, NY stock transfer tax bill-revenues which would be used to pay for COVID related budget shortfalls.

Client expense: $100,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

US - HR 6800 - The Heros Act US - HR 748 - CARES Act" US - S 3640 - CARES Windfall for the Wealthiest Repeal Act

Client expense: $680,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 763 - Energy Innovation and Carbon Dividend Act of 2019 H.R. 3301 - Taxpayer Certainty and Disaster Tax Relief Act of 2019 H.R. 3966 - The Raise Wages, Cut Carbon Act of 2019 H.R. 4051 - The Climate Action Rebate Act of 2019 H.R. 4058 - Stemming Warming and Augmenting Pay (SWAP) Act H.R. 4142 - the America Wins Act of 2019 H.R. 6463 - MARKET CHOICE Act of 2019 S. 1128 - American Opportunity Carbon Fee Act of 2019 S.1138 - A bill to amend the Internal Revenue Code of 1986 to expand the earned income and child tax credits, and for other purposes. S. 2284 - The Climate Action Rebate Act of 2019 S.3640 - CARES Windfall for the Wealthiest Repeal Act S. 3672 - Pandemic TANF Assistance Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

CARES Windfall for the Wealthiest Repeal Act (H.R. 6579 S.3640) Repeal of Net Operating Loss Tax Break included in CARES Act

Client expense: $230,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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. Proposals regarding the deduction of medical expenses under the tax code 5. Proposals to reduce or suspend Social Security and Medicare withholding taxes 6. 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, entire bill 7. S. 3640, CARES Windfall for the Wealthiest Repeal Act, entire bil 8. Proposals on COBRA subsidies in coronavirus relief legislation

Client expense: $80,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Social Security Administration (SSA), U.S. Trade Representative (USTR)

Bright Lines project legislation, forthcoming legislation on nonprofit political activity limits, Disclosure of Tax Havens and Offshoring Act, Repeal of excess business loss provisions in CARES act, taxing wall street trades, End double taxation of successful consumer claims, COVID bailout tax-related provisions (offensive and defensive), Ways and Means testimony re:COVID tax related priorities, S 3640-CARES windfall for the wealthiest repeal act.

Client expense: $110,000 · Firm income: Not reported

Government targets: Consumer Product Safety Commission (CPSC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), White House Office