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Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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vs 5,357 other S bills in the 117th — cohort avg 38d
Accelerating Charitable Efforts Act or the ACE Act This bill modifies tax rules relating to donor advised funds (DAFs) (separately identified funds maintained and operated by a tax-exempt charitable organization for which a donor retains advisory privileges with respect to the distribution of funds and the investment of assets). Specifically, the bill places certain restrictions on charitable contribution deductions for gifts made to a nonqualified DAF. It also sets forth rules for the treatment of private foundation administrative expenses paid to disqualified persons and for the treatment of distributions to DAFs from private foundations. The bill imposes a 50% penalty on contributions held in a DAF that are not timely distributed. The bill also sets forth special rules for the treatment of contributions from DAFs for purposes of meeting the public support test (the requirement that charitable organizations receive a certain percentage of their support from public sources). The bill exempts from the tax on the investment income of a private foundation (1) distributions to a DAF of not less than 7% of the foundation's assets, and (2) for foundations that have a duration, specified in their governing documents, of not more than 25 years.
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 (12)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2023 · first_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds including S. 1981 and H.R. 6595, the ACE Act (117th Congress - entire bill).
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
HR 6595 / S 1981, ACE Act
Client expense: $140,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY24 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions; H.R. 2617 Consolidated Appropriations Act, 2023; S. Amdt.6552 to H.R.2617
2022 · fourth_quarter · Budget/Appropriations
S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.Con.Res, the Fiscal Year 2021 Budget Resolution H.R. 1319, the American Rescue Plan H.R.1955 - To temporarily modify the application of the sequester under the Statutory Pay-As-You-Go Act of 2010, and for other purposes Issues related to Biden infrastructure plan and associated tax increases Issues related to earmarks Issues related to OMB nominations S.48, the Balanced Budget Accountability Act S.Amdt. 887 to S.Con.Res. 5, the Fiscal Year 2021 Budget Resolution S.Con.Res.5, the Fiscal Year 2021 Budget Resolution H.R.7900 - National Defense Authorization Act for Fiscal Year 2023 H.R.2617 - Consolidated Appropriations Act, 2023 Issues related to the Republican conference rules to re-instate the earmark prohibition
Client expense: $40,000 · Firm income: Not reported
2022 · fourth_quarter · Taxation/Internal Revenue Code
H.R.3684 - Infrastructure Investment and Jobs Act S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.R. 1068, the Carried Interest Fairness Act H.R. 1319, the American Rescue Plan H.R. 848 - Growing Renewable Energy and Efficiency Now (GREEN) Act H.R.1304 - American Innovation and R&D Competitiveness Act H.R.1584 - To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes H.R.2165, the Exit Tax Prevention Act Issue related to electric vehicle tax credit Issues related to a federal carbon tax Issues related to Biden infrastructure plan and associated tax increases Issues related to Biden infrastructure plan and associated tax increases Issues related to capital gains taxation Issues related to corporate tax increases Issues related to estate taxes Issues related to Treasury nominations S. 510, the Ultra-Millionaire Tax Act S. 730/H.R. 2002, the Let States Cut Taxes Act S. 749, the American Innovation and Jobs Act S.743, the State Fiscal Flexibility Act S.3022, the Stop Wall Street Looting Act H.R. 5838, the Capital Gains Inflation Relief Act H.R. 4214, the Tax Deadline Simplification Act S. 3056, the Prohibiting IRS Financial Surveillance Act S. 4046, the Simplify, Dont Amplify the IRS Act H.R. 7743, the Small Businesses Before Bureaucrats Act H.R. 7503, the American Innovation Act S.Amdt.5194 to H.R.5376 - Inflation Reduction Act of 2022 S.3933 - CHIPS for America Act H.R.8913 - The TCJA Permanency Act H.Res.1285 - Requesting the President to transmit certain information to the House of Representatives relating to a waiver of intellectual property commitments under the World Trade Organization Agreement on Trade-Related Aspects of Intellectual Property Rights. S.4832 - Increase Reliable Services Now Act Issues related to 1099-k reporting threshold requirement H.R. 3425 the Saving Gig Economy Taxpayers Act the Emergency Taxpayer Paperwork and Audit Relief Act H.R.8853 - Protecting American Savers and Retirees Act
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Strategic and policy advice on legislative and regulatory issues with respect to the philanthropic sector; Accelerating Charitable Efforts (ACE) Act (S.1981 and H.R.6595).
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax policy advice relating to donor-advised funds, private foundations, and the charitable sector. Lobbying around S1981 and HR6596, which effects philanthropic giving.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds including S. 1981 and H.R. 6595, the ACE Act (entire bill).
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to charitable giving and donor-advised funds, including related provisions in S. 1981, the Accelerating Charitable Efforts Act and H.R. 6595, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax policy issues relating to donor-advised funds, private foundations, and the charitable sector, including related provisions in S. 1981, the Accelerating Charitable Efforts Act and H.R. 6595, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues impacting Jewish Federations, families, the charitable sector, and philanthropy, including related provisions in H.R. 6595/S. 1981 (the Accelerating Charitable Efforts Act).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax policy related to community foundations; philanthropy, charitable giving, and donor-advised funds H.R.6595/S.1981, ACE Act, Rules regarding donor-advised funds Tax treatment of scholarship related issues H.R.6226, Grave Injustice Parity Act, Entirety
Client expense: Not reported · Firm income: $180,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor-advised funds, private foundations, and the charitable sector. S1981 and HR6595, which impact philanthropic giving
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · third_quarter · Taxation/Internal Revenue Code
Tax policy related to community foundations; philanthropy, charitable giving, and donor-advised funds H.R.6595/S.1981, ACE Act, Rules regarding donor-advised funds Tax treatment of scholarship related issues
Client expense: Not reported · Firm income: $170,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Tax policy advice relating to donor-advised funds, private foundations, and the charitable sector. Lobbying around S1981 and HR6596, which effects philanthropic giving.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
HR 6595 / S 1981, ACE Act
Client expense: $120,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
H.R.3684 - Infrastructure Investment and Jobs Act S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.R. 1068, the Carried Interest Fairness Act H.R. 1319, the American Rescue Plan H.R. 848 - Growing Renewable Energy and Efficiency Now (GREEN) Act H.R.1304 - American Innovation and R&D Competitiveness Act H.R.1584 - To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes H.R.2165, the Exit Tax Prevention Act Issue related to electric vehicle tax credit Issues related to a federal carbon tax Issues related to Biden infrastructure plan and associated tax increases Issues related to Biden infrastructure plan and associated tax increases Issues related to capital gains taxation Issues related to corporate tax increases Issues related to estate taxes Issues related to Treasury nominations S. 510, the Ultra-Millionaire Tax Act S. 730/H.R. 2002, the Let States Cut Taxes Act S. 749, the American Innovation and Jobs Act S.743, the State Fiscal Flexibility Act S.3022, the Stop Wall Street Looting Act H.R. 5838, the Capital Gains Inflation Relief Act H.R. 4214, the Tax Deadline Simplification Act S. 3056, the Prohibiting IRS Financial Surveillance Act S. 4046, the Simplify, Dont Amplify the IRS Act H.R. 7743, the Small Businesses Before Bureaucrats Act H.R. 7503, the American Innovation Act S.Amdt.5194 to H.R.5376 - Inflation Reduction Act of 2022 S.3933 - CHIPS for America Act H.R.8913 - The TCJA Permanency Act H.Res.1285 - Requesting the President to transmit certain information to the House of Representatives relating to a waiver of intellectual property commitments under the World Trade Organization Agreement on Trade-Related Aspects of Intellectual Property Rights. S.4832 - Increase Reliable Services Now Act
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Budget/Appropriations
S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.Con.Res, the Fiscal Year 2021 Budget Resolution H.R. 1319, the American Rescue Plan H.R.1955 - To temporarily modify the application of the sequester under the Statutory Pay-As-You-Go Act of 2010, and for other purposes Issues related to Biden infrastructure plan and associated tax increases Issues related to earmarks Issues related to OMB nominations S.48, the Balanced Budget Accountability Act S.Amdt. 887 to S.Con.Res. 5, the Fiscal Year 2021 Budget Resolution S.Con.Res.5, the Fiscal Year 2021 Budget Resolution H.R.7900 - National Defense Authorization Act for Fiscal Year 2023
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Strategic and policy advice on legislative and regulatory issues with respect to the philanthropic sector; Accelerating Charitable Efforts (ACE) Act (S.1981 and H.R.6595).
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY24 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; H.R.5376 Build Back Better Act/Inflation Reduction Act; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions; H.R. 6833 Continuing Appropriations and Ukraine Supplemental Appropriations Act, 2023;
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · third_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to charitable giving and donor-advised funds, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Tax policy issues relating to donor-advised funds, private foundations, and the charitable sector, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues impacting Jewish Federations, the charitable sector and philanthropy, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · third_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds including S. 1981 and H.R. 6595, the ACE Act (entire bill).
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Tax policy related to community foundations; philanthropy, charitable giving, and donor-advised funds H.R.6595/S.1981, ACE Act, Rules regarding donor-advised funds Tax treatment of scholarship related issues
Client expense: Not reported · Firm income: $170,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor-advised funds, private foundations, and the charitable sector. S1981 and HR6595, which impact philanthropic giving
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · second_quarter · Taxation/Internal Revenue Code
HR 6595 / S 1981, ACE Act
Client expense: $170,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor-advised funds, private foundations, and the charitable sector. S1981 and HR6595, which impact philanthropic giving
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2022 · second_quarter · Budget/Appropriations
S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.Con.Res, the Fiscal Year 2021 Budget Resolution H.R. 1319, the American Rescue Plan H.R.1955 - To temporarily modify the application of the sequester under the Statutory Pay-As-You-Go Act of 2010, and for other purposes Issues related to Biden infrastructure plan and associated tax increases Issues related to earmarks Issues related to OMB nominations S.48, the Balanced Budget Accountability Act S.Amdt. 887 to S.Con.Res. 5, the Fiscal Year 2021 Budget Resolution S.Con.Res.5, the Fiscal Year 2021 Budget Resolution
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
H.R.3684 - Infrastructure Investment and Jobs Act S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.R. 1068, the Carried Interest Fairness Act H.R. 1319, the American Rescue Plan H.R. 848 - Growing Renewable Energy and Efficiency Now (GREEN) Act H.R.1304 - American Innovation and R&D Competitiveness Act H.R.1584 - To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes H.R.2165, the Exit Tax Prevention Act Issue related to electric vehicle tax credit Issues related to a federal carbon tax Issues related to Biden infrastructure plan and associated tax increases Issues related to Biden infrastructure plan and associated tax increases Issues related to capital gains taxation Issues related to corporate tax increases Issues related to estate taxes Issues related to Treasury nominations S. 510, the Ultra-Millionaire Tax Act S. 730/H.R. 2002, the Let States Cut Taxes Act S. 749, the American Innovation and Jobs Act S.743, the State Fiscal Flexibility Act S.3022, the Stop Wall Street Looting Act H.R. 5838, the Capital Gains Inflation Relief Act H.R. 4214, the Tax Deadline Simplification Act S. 3056, the Prohibiting IRS Financial Surveillance Act S. 4046, the Simplify, Dont Amplify the IRS Act H.R. 7743, the Small Businesses Before Bureaucrats Act H.R. 7503, the American Innovation Act
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY23 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; H.R.5376 Build Back Better Act; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions.
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · second_quarter · Taxation/Internal Revenue Code
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Tax policy advice relating to donor-advised funds, private foundations, and the charitable sector. Lobbying around S1981 and HR6596, which effects philanthropic giving.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Strategic and policy advice on legislative and regulatory issues with respect to the philanthropic sector; Accelerating Charitable Efforts (ACE) Act (S.1981 and H.R.6595).
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Tax policy related to community foundations; philanthropy, charitable giving, and donor-advised funds S.1981, ACE Act, Rules regarding donor-advised funds Tax treatment of scholarship related issues
Client expense: Not reported · Firm income: $150,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Tax policy issues relating to donor-advised funds, private foundations, and the charitable sector, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to charitable giving and donor-advised funds, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues impacting Jewish Federations, the charitable sector and philanthropy, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · second_quarter · Taxation/Internal Revenue Code
Issues related to donor-advised funds including S. 1981 and H.R. 6595, the ACE Act (entire bill).
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Tax policy relating to donor-advised funds, private foundations, and the charitable sector. S1981 and HR6595, which impact philanthropic giving
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · first_quarter · Budget/Appropriations
S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.Con.Res, the Fiscal Year 2021 Budget Resolution H.R. 1319, the American Rescue Plan H.R.1955 - To temporarily modify the application of the sequester under the Statutory Pay-As-You-Go Act of 2010, and for other purposes Issues related to Biden infrastructure plan and associated tax increases Issues related to earmarks Issues related to OMB nominations S.48, the Balanced Budget Accountability Act S.Amdt. 887 to S.Con.Res. 5, the Fiscal Year 2021 Budget Resolution S.Con.Res.5, the Fiscal Year 2021 Budget Resolution
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
H.R.3684 - Infrastructure Investment and Jobs Act S.Con.Res.14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 S. 2823 - No Hearing, No Vote Act of 2021 H.R.5376 - Build Back Better Act S. 1981, the Accelerating Charitable Efforts (ACE) Act S. 2519, RIP MSP Act H.R.4502 - Labor, Health and Human Services, Education, Agriculture, Rural Development, Energy and Water Development, Financial Services and General Government, Interior, Environment, Military Construction, Veterans Affairs, Transportation, and Housing and Urban Development Appropriations Act, 2022 H.R. 1068, the Carried Interest Fairness Act H.R. 1319, the American Rescue Plan H.R. 848 - Growing Renewable Energy and Efficiency Now (GREEN) Act H.R.1304 - American Innovation and R&D Competitiveness Act H.R.1584 - To impose a limitation on taxation and fees on transactions by certain securities industry participants, and for other purposes H.R.2165, the Exit Tax Prevention Act Issue related to electric vehicle tax credit Issues related to a federal carbon tax Issues related to Biden infrastructure plan and associated tax increases Issues related to Biden infrastructure plan and associated tax increases Issues related to capital gains taxation Issues related to corporate tax increases Issues related to estate taxes Issues related to Treasury nominations S. 510, the Ultra-Millionaire Tax Act S. 730/H.R. 2002, the Let States Cut Taxes Act S. 749, the American Innovation and Jobs Act S.743, the State Fiscal Flexibility Act S.3022, the Stop Wall Street Looting Act H.R. 5838, the Capital Gains Inflation Relief Act H.R. 4214, the Tax Deadline Simplification Act S. 3056, the Prohibiting IRS Financial Surveillance Act
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Tax policy issues relating to donor-advised funds, private foundations, and the charitable sector, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to charitable giving and donor-advised funds, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues relating to charitable giving and donor-advised funds, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, Treasury, Dept of
2022 · first_quarter · Taxation/Internal Revenue Code
Legislative and regulatory tax issues impacting the Jewish Federation, the charitable sector and philanthropy, including related provisions in S. 1981, the Accelerating Charitable Efforts Act.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation Security Administration (TSA)
2022 · first_quarter · Taxation/Internal Revenue Code
Donor advised funds, including relevant provisions of S. 1981 and H.R. 6595, the Accelerating Charitable Efforts Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · first_quarter · Taxation/Internal Revenue Code
Issues related to taxes on tobacco products; Issues related to the Affordable Care Act; Issues related to COVID-19 Response; Issues related to infrastructure; Issues relating to the Presidents FY23 budget; H.R.1704 To amend the Internal Revenue Code of 1986 to modify and extend the deduction for charitable contributions for individuals not itemizing deductions; S.618 Universal Giving Pandemic Response and Recovery Act; H.R.1790 To amend the Patient Protection and Affordable Care Act to require the Secretary of Health and Human Services to set forth a method of determining maximum out-of-pocket limits and annual updates to premium tax credit eligibility; S.975 A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for alternative fuel vehicle refueling property; S.985 A bill to amend the Internal Revenue Code of 1986 to provide direct payments of the renewable electricity production credit, the energy credit, and the carbon oxide sequestration credit; S.1298 Clean Energy for America Act; S.243 Legacy IRA Act; H.R.2786 Tobacco Tax Equity Act of 2021; S.1314 Tobacco Tax Equity Act of 2021; S.1424 Chronic Disease Management Act of 2021; H.R.2307 To create a Carbon Dividend Trust Fund for the American people in order to encourage market-driven innovation of clean energy technologies and market efficiencies which will reduce harmful pollution and leave a healthier, more stable, and more prosperous nation for future generations; S.2085 Save Our Future Act; H.R.848 GREEN Act of 2021; H.R.5376 Build Back Better Act; S.1981 ACE Act; S.Con.Res.14 A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; H.R. 5089 Next Generation Fuels Act; H.R.2909 To amend the Internal Revenue Code of 1986 to allow a one-time election for a qualified charitable distribution to a split-interest entity and to inflation adjust the limits for qualified charitable distributions.
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2022 · first_quarter · Taxation/Internal Revenue Code
Tax policy advice relating to donor-advised funds, private foundations, and the charitable sector. Lobbying around S1981 and HR6596, which effects philanthropic giving.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE