A bill to amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans.
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
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vs 5,357 other S bills in the 117th — cohort avg 38d
This bill excludes certain purchases of employee-owned stock from being considered as outstanding voting stock for the purpose of the excise tax on excess business holdings of a private foundation in a business enterprise. The bill applies to any voting stock that is (1) not readily tradable on an established securities market; (2) purchased by the business enterprise on or after January 1, 2005, from an employee stock ownership plan in which employees of the business enterprise participate, in connection with a distribution from the plan; and (3) held by the business enterprise as treasury stock, cancelled, or retired.
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 (4)
2023 · fourth_quarter · Economics/Economic Development
S. 4967, Puerto Rico Nutrition Assistance Fairness Act of 2022, regarding all provisions. S. 1982, SPACEPORT Act, regarding all provisions.
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Economics/Economic Development
S4967, Puerto Rico Nutrition Assistance Fairness Act of 2022, regarding all provisions. S1982, SPACEPORT Act, regarding all provisions.
Client expense: Not reported · Firm income: $40,000
Government targets: SENATE
2023 · third_quarter · Economics/Economic Development
S. 4967, Puerto Rico Nutrition Assistance Fairness Act of 2022, regarding all provisions. S. 1982, SPACEPORT Act, regarding all provisions.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · fourth_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans; Enhancing American Retirement Now (EARN) Act (draft legislation).
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · third_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans; Enhancing American Retirement Now (EARN) Act (draft legislation).
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2022 · second_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans; Enhancing American Retirement Now (EARN) Act (draft legislation).
Client expense: Not reported · Firm income: $80,000
2022 · first_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans.
Client expense: Not reported · Firm income: $80,000
2021 · fourth_quarter · Environment/Superfund
H.R.3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - To provide for reconciliation pursuant to title II of S. Con. Res. 14. -Budget reconciliation bill (Democrats' social spending package); H.R. 4372 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2022; H.R.1848 - To rebuild and modernize the Nation's infrastructure to expand access to broadband and Next Generation 9-1-1, rehabilitate drinking water infrastructure, modernize the electric grid and energy supply infrastructure, redevelop brownfields, strengthen health care infrastructure, create jobs, and protect public health and the environment, and for other purposes. S.914 - Drinking Water and Wastewater Infrastructure Act of 2021. Meetings with congressional staff and government officials to discuss coronavirus response, ethylene oxide, remediation/CERCLA reform, Superfund tax, TSCA implementation, IRIS Program, Chemistry Caucus, PFAS, advanced manufacturing R&D, sustainability, microplastics, recycling and plastic waste/marine debris. S.1982 - Save Our Seas 2.0 Act; H.R.5115 - RECOVER Act; H.R.4636 - PLASTICS Act; S.2941 - RECYCLE Act; H.R.7228 - Plastic Waste Reduction and Recycling Act; H.R.2357 RECOVER Act; S.2159 RECYCLE Act; H.R.2238 Break Free From Plastic Pollution Act; H.R.1512 CLEAN Future Act; H.R.8297 The Advanced Recycling Research and Development Act; Flare consent decree. H.R.5376 - Build Back Better Act. H.R.3684 - Infrastructure Investment and Jobs Act, Bipartisan Infrastructure Package.
Client expense: $1,690,000 · Firm income: Not reported
2021 · fourth_quarter · Environment/Superfund
H.R.3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - To provide for reconciliation pursuant to title II of S. Con. Res. 14. -Budget reconciliation bill (Democrats' social spending package); H.R. 4372 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2022; H.R.1848 - To rebuild and modernize the Nation's infrastructure to expand access to broadband and Next Generation 9-1-1, rehabilitate drinking water infrastructure, modernize the electric grid and energy supply infrastructure, redevelop brownfields, strengthen health care infrastructure, create jobs, and protect public health and the environment, and for other purposes. S.914 - Drinking Water and Wastewater Infrastructure Act of 2021. Meetings with congressional staff and government officials to discuss coronavirus response, ethylene oxide, remediation/CERCLA reform, Superfund tax, TSCA implementation, IRIS Program, Chemistry Caucus, PFAS, advanced manufacturing R&D, sustainability, microplastics, recycling and plastic waste/marine debris. S.1982 - Save Our Seas 2.0 Act; H.R.5115 - RECOVER Act; H.R.4636 - PLASTICS Act; S.2941 - RECYCLE Act; H.R.7228 - Plastic Waste Reduction and Recycling Act; H.R.2357 RECOVER Act; S.2159 RECYCLE Act; H.R.2238 Break Free From Plastic Pollution Act; H.R.1512 CLEAN Future Act; H.R.8297 The Advanced Recycling Research and Development Act; Flare consent decree. H.R.5376 - Build Back Better Act. H.R.3684 - Infrastructure Investment and Jobs Act, Bipartisan Infrastructure Package.
Client expense: $1,140,000 · Firm income: Not reported
2021 · fourth_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans.
Client expense: Not reported · Firm income: $80,000
2021 · third_quarter · Environment/Superfund
H.R.3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - To provide for reconciliation pursuant to title II of S. Con. Res. 14. -Budget reconciliation bill (Democrats' social spending package); H.R. 4372 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2022; H.R.1848 - To rebuild and modernize the Nation's infrastructure to expand access to broadband and Next Generation 9-1-1, rehabilitate drinking water infrastructure, modernize the electric grid and energy supply infrastructure, redevelop brownfields, strengthen health care infrastructure, create jobs, and protect public health and the environment, and for other purposes. S.914 - Drinking Water and Wastewater Infrastructure Act of 2021. Meetings with congressional staff and government officials to discuss coronavirus response, ethylene oxide, remediation/CERCLA reform, Superfund tax, TSCA implementation, IRIS Program, Chemistry Caucus, PFAS, advanced manufacturing R&D, sustainability, microplastics, recycling and plastic waste/marine debris. S.1982 - Save Our Seas 2.0 Act; H.R.5115 - RECOVER Act; H.R.4636 - PLASTICS Act; S.2941 - RECYCLE Act; H.R.7228 - Plastic Waste Reduction and Recycling Act; H.R.2357 RECOVER Act; S.2159 RECYCLE Act; H.R.2238 Break Free From Plastic Pollution Act; H.R.1512 CLEAN Future Act; H.R.8297 The Advanced Recycling Research and Development Act; Flare consent decree.
Client expense: $1,160,000 · Firm income: Not reported
2021 · third_quarter · Environment/Superfund
H.R.3684 - Infrastructure Investment and Jobs Act; H.R. 5376 - To provide for reconciliation pursuant to title II of S. Con. Res. 14. -Budget reconciliation bill (Democrats' social spending package); H.R. 4372 Department of the Interior, Environment, and Related Agencies Appropriations Act, 2022; H.R.1848 - To rebuild and modernize the Nation's infrastructure to expand access to broadband and Next Generation 9-1-1, rehabilitate drinking water infrastructure, modernize the electric grid and energy supply infrastructure, redevelop brownfields, strengthen health care infrastructure, create jobs, and protect public health and the environment, and for other purposes. S.914 - Drinking Water and Wastewater Infrastructure Act of 2021. Meetings with congressional staff and government officials to discuss coronavirus response, ethylene oxide, remediation/CERLCA reform, Superfund tax, TSCA implementation, IRIS Program, Chemistry Caucus, PFAS, advanced manufacturing R&D, sustainability, microplastics, recycling and plastic waste/marine debris. S.1982 - Save Our Seas 2.0 Act; H.R.5115 - RECOVER Act; H.R.4636 - PLASTICS Act; S.2941 - RECYCLE Act; H.R.7228 - Plastic Waste Reduction and Recycling Act; H.R.2357 RECOVER Act; S.2159 RECYCLE Act; H.R.2238 Break Free From Plastic Pollution Act; H.R.1512 CLEAN Future Act; H.R.8297 The Advanced Recycling Research and Development Act; Flare consent decree.
Client expense: $1,160,000 · Firm income: Not reported
2021 · third_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans.
Client expense: Not reported · Firm income: $80,000
2021 · second_quarter · Environment/Superfund
H.R.1848 - To rebuild and modernize the Nation's infrastructure to expand access to broadband and Next Generation 9-1-1, rehabilitate drinking water infrastructure, modernize the electric grid and energy supply infrastructure, redevelop brownfields, strengthen health care infrastructure, create jobs, and protect public health and the environment, and for other purposes. S.914 - Drinking Water and Wastewater Infrastructure Act of 2021. Meetings with congressional staff and government officials to discuss coronavirus response, ethylene oxide, remediation/CERLCA reform, Superfund tax, TSCA implementation, IRIS Program, Chemistry Caucus, PFAS, advanced manufacturing R&D, sustainability, microplastics, recycling and plastic waste/marine debris. S.1982 - Save Our Seas 2.0 Act; H.R.5115 - RECOVER Act; H.R.4636 - PLASTICS Act; S.2941 - RECYCLE Act; H.R.7228 - Plastic Waste Reduction and Recycling Act; H.R.2357 RECOVER Act; S.2159 RECYCLE Act; H.R.2238 Break Free From Plastic Pollution Act; H.R.1512 CLEAN Future Act; H.R.8297 The Advanced Recycling Research and Development Act; Flare consent decree.
Client expense: $1,530,000 · Firm income: Not reported
2021 · second_quarter · Taxation/Internal Revenue Code
Legislative issues related to tax reform; Issues regarding foundation excess business; H.R.2207/H.R.3152/S.1982, To amend the Internal Revenue Code of 1986 for purposes of the tax on private foundation excess business holdings to treat as outstanding any employee-owned stock purchased by a business enterprise pursuant to certain employee stock ownership retirement plans.
Client expense: Not reported · Firm income: $80,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Institute of Standards & Technology (NIST), SENATE
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)
Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)
Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Institute of Standards & Technology (NIST), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR), White House Office
Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE