Charitable Conservation Easement Program Integrity Act of 2021

Safe Harbor Language Implementation; Appraisal Valuations. Bills: S.2256 - Charitable Conservation Easement Program Integrity Act 2021 H.R.4164 - Charitable Conservation Easement Program Integrity Act 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Matters pertaining to the reform of Section 170(h) of the Internal Revenue Code and conservation easements; S. 2256, H.R. 4164, Charitable Conservation Easement Program Integrity Act of 2021; S. 2266, Historic Tax Credit Growth and Opportunity Act of 2021; Providing for Reconciliation to S. Con. Res. 14, the Concurrent Resolution on the Budget for FY 2022.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development; FY23 Appropriations; H.R. 2543, Federal Reserve Racial and Economic Equity Act; H.R. 4759/S. 2511, Revitalizing Downtowns Act; H.R. 7078, LIHTC Financing Enabling Long-term Investment in Neighborhood Excellence (LIFELINE) Act; S. 4485, Fair Housing Improvement Act of 2022; H.R. 5756, Portal for Appraisal Licensing Act of 2021; S. 4062, Helping Open Underutilized Space to Ensure Shelter (HOUSES) Act of 2022.

Client expense: $140,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

technical input and support for forestry related legislative proposals; technical input and support for proposed public land conservation and designation bills, including: S. 609, Ruby Mountains Protection Act S. 3266, America's Outdoor Recreation Act S. 2828, Malheur Community Empowerment for the Owyhee Act S. 2372, Recovering America's Wildlife Act S. 173, Colorado Outdoor Recreation & Economy Act S. 2561, addressing need for reconsultation on behalf of federal land mgmt agencies S. 3571, Good Samaritan Reclamation of Abandoned Hardrock Mines S. 2256, Charitable Conservation Easement Integrity Act

Client expense: $90,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), HOUSE OF REPRESENTATIVES, SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256)

Client expense: $31,821 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $31,821 · Firm income: Not reported

Government targets: Economic Development Administration, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $31,821 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Legislative services related to tax reform and issues affecting the tax deduction for donations of conservation easements, including bills to amend the Internal Revenue Code to limit the amount of certain qualified conservation contributions, S.2256 and H.R. 4164, Charitable Conservation Easement Program Integrity Act, IRS Notices 2017-10, 2017-29, and Notice 2017-58, H.R. 2617, Consolidated Appropriations Act, 2023, and S. 4808, Enhancing American Retirement Now (EARN) Act.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Preservation Easement (HPE) HUD Appraisal Task Force Report/6695A Penalty Materials Bills: S.2256 - Charitable Conservation Easement Program Integrity Act 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Charitable Conservation Easement Bills: S.2256 - Charitable Conservation Easement Program Integrity Act of 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act of 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY2022 Budget Reconciliation Legislation (includes Build Back Better Act, H.R. 5376 and Inflation Reduction Act of 2022, H.R. 5376) - Real Estate Like-kind Exchanges (1031 exchanges); forestry provisions, including USFS Forest Legacy Program; USDA agriculture conservation programs and technical assistance; New Markets Tax Credit; Charitable Conservation Easement Program Integrity Act; urban parks funding Advancing Equality for Wabanaki Nations Act (H.R. 6707) The Agricultural Improvement Act of 2023 (2023 Farm Bill). USDA Natural Resources Conservation Service: Agricultural Conservation Easement Program, Regional Conservation Partnership Program, Environmental Quality Incentive Program, Conservation Stewardship Program, Healthy Forest Reserve Program, Conservation Innovation Grants; USDA U.S. Forest Service: National Forest System land adjustments, Forest Legacy Program, Community Forest and Open Space Conservation Program; USDA National Institute of Food and Agriculture: Community Food Projects Competitive Grants Program; USDA Rural Business-Cooperative Service: Rural Business Development Grants; USDA: Farming Opportunities Training and Outreach Program, Local Agriculture Market Program. American Rescue Plan Act (implementation)- U.S. Department of Agriculture: business technical assistance for farm and food businesses; U.S. Economic Development Administration: community-centered economic development related to outdoor recreation Charitable Conservation Easement Program Integrity Act (S. 2256/H.R. 4164) Chesapeake Bay National Recreation Area designation - potential legislation Continental Divide Trail Completion Act (S. 4995/H.R. 5118) COVID-19 economic recovery and relief package (future potential legislation) - local park projects; greening of federal buildings and other buildings that receive federal funding; end water shutoffs and restore water to households; Environmental Protection Agency: Clean Water State Revolving Fund, Drinking Water State Revolving Fund, Wetland Program Development Grants, assistance to households and utilities to ensure water service; Federal Emergency Management Agency: Building Resilience Infrastructure and Communities Program, Resilience Revolving Loan Fund; USDA-Natural Resources Conservation Service: Agricultural Conservation Easement Program, Regional Conservation Partnership Program, Environmental Quality Incentive Program, Conservation Stewardship Program, Conservation Reserve Program; U.S. Department of Transportation: establish a Pre-Disaster Infrastructure Program, and adopt resilience provisions within Americas Transportation Infrastructure Act of 2019. Disaster Reforestation Act (S. 2768/H.R. 4210) Executive Order on Tackling the Climate Crisis at Home and Abroad - maintaining and expanding forest cover; improving forest practices for carbon, adaptation and resilience; advancing markets for forest carbon, forest products and skilled labor; enhancing climate data and applied science; use of federal governments buying power and real property and asset management; empowering workers through rebuilding our infrastructure; advancing conservation, agriculture and restoration; and revitalizing energy communities; and securing environmental justice and spurring economic opportunity. U.S. Department of Agriculture: non-industrial private forest land; Forest Conservation Easement Program; Land and Water Conservation Fund; USFS-Forest Legacy Program; USFS-National Forest System land acquisition; Heirs Property Relending Program; utilization of NGO partners provide technical/financial assistance and outreach. Forest Conservation Easement Program - proposed legislation Great Dismal Swamp National Heritage Area Act (S. 470/H.R. 1154) Infrastructure Investment and Jobs Act (H.R. 3684) - implementation (conservation and recreation programs) Land and Water Conservation Fund - implementation Landowner Easement Rights Act (S. 3989/ H.R. 7021) Migratory Bird Protection Act (H.R. 4833) Mississippi River Restoration and Resilience Initiative Act (H.R. 4202) National 30x30 (America the Beautiful) goal - to conserve 30% of lands, waters, and ocean by 2030 National Defense Authorization Act for Fiscal Year 2023 (S. 2792/H.R. 7900) - Department of Defense: Readiness and Environmental Protection Initiative National Park Service Outdoor Recreation Legacy Partnership Program National Oceanic and Atmospheric Administration Investing in Coastal Communities and Climate Resilience funding - implementation Protection and Transparency for Adjacent Landowners Act Real Estate Like-kind Exchanges (1031 exchanges) Recovering Americas Wildlife Act (S. 2372/H.R. 2773) Resilient Coasts and Estuaries Act (H.R. 7801) Rural Outdoor Investment Act (S. 3583) State and Local Tax limitation - legislation (proposed) to exempt conservation donations from the State and Local Tax limitation Urban Waters Federal Partnership - implementation U.S. Department of Agriculture Notice of Request for Information on Identifying Barriers in USDA Programs and Services; Advancing Racial Justice and Equity and Support for Underserved Communities at USDA (Docket No. USDA-2021-0006) USDA Farm Service Agency Increasing Land, Capital, and Market Access Grant program - implementation USDA Natural Resources Conservation Service - Request for Public Input About Implementation of the Inflation Reduction Act Funding (Docket ID: NRCS-2022-0015) U.S. Department of the Interior - confirmation of Laura Daniel-Davis as Assistant Secretary for Land and Minerals Management U.S. Fish and Wildlife Service Advance Notice of Proposed Rulemaking (ANPR) regarding Compensatory Mitigation Mechanisms U.S. Fish and Wildlife Service Notice of Intent to prepare a National Environmental Policy Act document on Migratory Bird Permits, Authorizing Incidental Take of Migratory Birds (Docket No. FWS-HQ-MB-2021_0105). U.S. Fish and Wildlife Service-Wide Mitigation Policies U.S. Fish and Wildlife Service Compensatory Mitigation Policy White House Inter-Agency Council - representation of rural and Indigenous communities White House Environmental Justice Advisory Council - representation of rural and Indigenous communities

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

HR 1678 S. 2258 Parks, Jobs, and Equity Act HR 5413 S. 2887 Outdoors for All Act HR 2773, S.2372 Recovering Americas Wildlife Act HR 577, S.173 Colorado Outdoor Recreation and Economy Act HR 5118 Continental Divide Trail Completion Act HR 2551, S. 1222 Bonneville Shoreline Trail Advancement Act S.2130 Reinvesting in Shoreline Economies and Ecosystems Act HR 1075, S. 1769 Rim of the Valley Corridor Preservation Act HR 6366, S. 4080 Berryessa Snow Mountain National Monument Expansion Act S. 1459 Protecting Unique and Beautiful Landscapes by Investing in California Lands Act S. 4784 Katahdin Woods and Waters National Monument Access Act HR 8719 Great Bend of the Gila Conservation Act S.2256 Charitable Conservation Easement Program Protection Act

Client expense: $12,733 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2256/H.R. 4164 Syndicated Charitable Conservation Easements Enforcement legislation S. 4784, the Kathahdin Woods and Waters National Monument Access Act

Client expense: $9,860 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Matters pertaining to the reform of Section 170(h) of the Internal Revenue Code and conservation easements; S. 2256, H.R. 4164, Charitable Conservation Easement Program Integrity Act of 2021; S. 2266, Historic Tax Credit Growth and Opportunity Act of 2021; Providing for Reconciliation to S. Con. Res. 14, the Concurrent Resolution on the Budget for FY 2022.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development; FY23 Appropriations; H.R. 2543, Federal Reserve Racial and Economic Equity Act; H.R. 4759/S. 2511, Revitalizing Downtowns Act; H.R. 7078, LIHTC Financing Enabling Long-term Investment in Neighborhood Excellence (LIFELINE) Act; S. 4485, Fair Housing Improvement Act of 2022; H.R. 5756, Portal for Appraisal Licensing Act of 2021; S. 4062, Helping Open Underutilized Space to Ensure Shelter (HOUSES) Act of 2022.

Client expense: $140,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

FY2022 Budget Reconciliation Legislation (includes Build Back Better Act, H.R. 5376 and Inflation Reduction Act of 2022, H.R. 5376) - Real Estate Like-kind Exchanges (1031 exchanges); forestry provisions, including USFS Forest Legacy Program; USDA agriculture conservation programs and technical assistance; New Markets Tax Credit; Charitable Conservation Easement Program Integrity Act; urban parks funding Advancing Equality for Wabanaki Nations Act (H.R. 6707) American Rescue Plan Act (implementation)- U.S. Department of Agriculture: business technical assistance for farm and food businesses; U.S. Economic Development Administration: community-centered economic development related to outdoor recreation Charitable Conservation Easement Program Integrity Act (S. 2256/H.R. 4164) Chesapeake Bay National Recreation Area designation - potential legislation COVID-19 economic recovery and relief package (future potential legislation) - local park projects; greening of federal buildings and other buildings that receive federal funding; end water shutoffs and restore water to households; Environmental Protection Agency: Clean Water State Revolving Fund, Drinking Water State Revolving Fund, Wetland Program Development Grants, assistance to households and utilities to ensure water service; Federal Emergency Management Agency: Building Resilience Infrastructure and Communities Program, Resilience Revolving Loan Fund; USDA-Natural Resources Conservation Service: Agricultural Conservation Easement Program, Regional Conservation Partnership Program, Environmental Quality Incentive Program, Conservation Stewardship Program, Conservation Reserve Program; U.S. Department of Transportation: establish a Pre-Disaster Infrastructure Program, and adopt resilience provisions within Americas Transportation Infrastructure Act of 2019. Disaster Reforestation Act (S. 2768/H.R. 4210) Executive Order on Tackling the Climate Crisis at Home and Abroad - maintaining and expanding forest cover; improving forest practices for carbon, adaptation and resilience; advancing markets for forest carbon, forest products and skilled labor; enhancing climate data and applied science; use of federal governments buying power and real property and asset management; empowering workers through rebuilding our infrastructure; advancing conservation, agriculture and restoration; and revitalizing energy communities; and securing environmental justice and spurring economic opportunity. U.S. Department of Agriculture: non-industrial private forest land; Forest Conservation Easement Program; Land and Water Conservation Fund; USFS-Forest Legacy Program; USFS-National Forest System land acquisition; Heirs Property Relending Program; utilization of NGO partners provide technical/financial assistance and outreach. Forest Conservation Easement Program - proposed legislation Great Dismal Swamp National Heritage Area Act (S. 470/H.R. 1154) Infrastructure Investment and Jobs Act (H.R. 3684) - implementation (conservation and recreation programs) Land and Water Conservation Fund - implementation Landowner Easement Rights Act (S. 3989/ H.R. 7021) Migratory Bird Protection Act (H.R. 4833) National 30x30 (America the Beautiful) goal - to conserve 30% of lands, waters, and ocean by 2030 National Defense Authorization Act for Fiscal Year 2023 (S. 2792/H.R. 7900) - Department of Defense: Readiness and Environmental Protection Initiative National Park Service Outdoor Recreation Legacy Partnership Program Protection and Transparency for Adjacent Landowners Act Real Estate Like-kind Exchanges (1031 exchanges) Recovering Americas Wildlife Act (S. 2372/H.R. 2773) Resilient Coasts and Estuaries Act (H.R. 7801) Rural Outdoor Investment Act (S. 3583) State and Local Tax limitation - legislation (proposed) to exempt conservation donations from the State and Local Tax limitation Urban Waters Federal Partnership - implementation U.S. Department of Agriculture Notice of Request for Information on Identifying Barriers in USDA Programs and Services; Advancing Racial Justice and Equity and Support for Underserved Communities at USDA (Docket No. USDA-2021-0006) U.S. Department of the Interior - confirmation of Laura Daniel-Davis as Assistant Secretary for Land and Minerals Management U.S. Fish and Wildlife Service Advance Notice of Proposed Rulemaking (ANPR) regarding Compensatory Mitigation Mechanisms U.S. Fish and Wildlife Service Notice of Intent to prepare a National Environmental Policy Act document on Migratory Bird Permits, Authorizing Incidental Take of Migratory Birds (Docket No. FWS-HQ-MB-2021_0105). U.S. Fish and Wildlife Service-Wide Mitigation Policies U.S. Fish and Wildlife Service Compensatory Mitigation Policy White House Inter-Agency Council - representation of rural and Indigenous communities White House Environmental Justice Advisory Council - representation of rural and Indigenous communities

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Charitable Conservation Easement Bills: S.2256 - Charitable Conservation Easement Program Integrity Act of 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act of 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Preservation Easement (HPE) HUD Appraisal Task Force Report/6695A Penalty Materials Bills: S.2256 - Charitable Conservation Easement Program Integrity Act 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Legislative services related to tax reform and issues affecting the tax deduction for donations of conservation easements, including bills to amend the Internal Revenue Code to limit the amount of certain qualified conservation contributions, S.2256 and H.R. 4164, Charitable Conservation Easement Program Integrity Act, IRS Notices 2017-10, 2017-29, and Notice 2017-58, H.R. 5376, Bill to provide for reconciliation pursuant to title II of S. Con. Res. 14, and S. 4808, Enhancing American Retirement Now (EARN) Act.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $20,970 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $20,970 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483-REHAB Act) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256)

Client expense: $20,970 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

S. 2256/H.R. 4164 Syndicated Charitable Conservation Easements Enforcement legislation S. 4784, the Kathahdin Woods and Waters National Monument Access Act

Client expense: $12,662 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development; H.R. 2543, Federal Reserve Racial and Economic Equity Act; H.R. 4759/S. 2511, Revitalizing Downtowns Act.

Client expense: $140,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

S. 2256/H.R. 4164 Syndicated Charitable Conservation Easements Enforcement legislation

Client expense: $30,847 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Historic Preservation Easement (HPE) HUD Appraisal Task Force Report/6695A Penalty Materials Bills: S.2256 - Charitable Conservation Easement Program Integrity Act 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE

Charitable Conservation Easement Bills: S.2256 - Charitable Conservation Easement Program Integrity Act of 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act of 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal tax issues related to conservation easements, including H.R. 4164 and S. 2256 ("Charitable Conservation Easement Program Integrity Act of 2021"). HR 5376, Build Back Better Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Yes in My Backyard Act (H.R. 3198/S.1614) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $30,980 · Firm income: Not reported

Government targets: Treasury, Dept of

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483-REHAB Act) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Neighborhood Homes Investment Act (H.R. 2143/S.98) Revitalizing Downtowns Act (H.R. 4759/S. 2511)

Client expense: $30,980 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Yes in My Backyard Act (H.R. 3198/S.1614) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $30,980 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Internal Revenue Service (IRS), Treasury, Dept of

Legislative services related to tax reform and issues affecting the tax deduction for donations of conservation easements, including bills to amend the Internal Revenue Code to limit the amount of certain qualified conservation contributions, S.2256 and H.R. 4164, Charitable Conservation Easement Program Integrity Act, IRS Notices 2017-10, 2017-29, and Notice 2017-58, H.R. 5376, Bill to provide for reconciliation pursuant to title II of S. Con. Res. 14, and Enhancing American Retirement Now (EARN) Act.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY2022 Budget Reconciliation Legislation (includes Build Back Better Act, H.R. 5376) - Real Estate Like-kind Exchanges (1031 exchanges); forestry provisions, including USFS Forest Legacy Program; USDA agriculture conservation programs and technical assistance; New Markets Tax Credit; Charitable Conservation Easement Program Integrity Act; urban parks funding American Rescue Plan Act (implementation)- U.S. Department of Agriculture: business technical assistance for farm and food businesses; U.S. Economic Development Administration: community-centered economic development related to outdoor recreation Charitable Conservation Easement Program Integrity Act (S. 2256/H.R. 4164) Chesapeake Bay National Recreation Area designation - potential legislation COVID-19 economic recovery and relief package (future potential legislation) - local park projects; greening of federal buildings and other buildings that receive federal funding; end water shutoffs and restore water to households; Environmental Protection Agency: Clean Water State Revolving Fund, Drinking Water State Revolving Fund, Wetland Program Development Grants, assistance to households and utilities to ensure water service; Federal Emergency Management Agency: Building Resilience Infrastructure and Communities Program, Resilience Revolving Loan Fund; USDA-Natural Resources Conservation Service: Agricultural Conservation Easement Program, Regional Conservation Partnership Program, Environmental Quality Incentive Program, Conservation Stewardship Program, Conservation Reserve Program; U.S. Department of Transportation: establish a Pre-Disaster Infrastructure Program, and adopt resilience provisions within Americas Transportation Infrastructure Act of 2019. Disaster Reforestation Act (S. 2768/H.R. 4210) Executive Order on Tackling the Climate Crisis at Home and Abroad - maintaining and expanding forest cover; improving forest practices for carbon, adaptation and resilience; advancing markets for forest carbon, forest products and skilled labor; enhancing climate data and applied science; use of federal governments buying power and real property and asset management; empowering workers through rebuilding our infrastructure; advancing conservation, agriculture and restoration; and revitalizing energy communities; and securing environmental justice and spurring economic opportunity. U.S. Department of Agriculture: non-industrial private forest land; Forest Conservation Easement Program; Land and Water Conservation Fund; USFS-Forest Legacy Program; USFS-National Forest System land acquisition; Heirs Property Relending Program; utilization of NGO partners provide technical/financial assistance and outreach. Forest Conservation Easement Program - proposed legislation Great Dismal Swamp National Heritage Area Act (S. 470/H.R. 1154) Infrastructure Investment and Jobs Act (H.R. 3684) - implementation (conservation and recreation programs) Land and Water Conservation Fund - implementation Landowner Easement Rights Act (S. 3989/ H.R. 7021) Migratory Bird Protection Act (H.R. 4833) National 30x30 (America the Beautiful) goal - to conserve 30% of lands, waters, and ocean by 2030 National Defense Authorization Act for Fiscal Year 2023 (H.R. 7900) - Department of Defense: Readiness and Environmental Protection Initiative National Park Service Outdoor Recreation Legacy Partnership Program Protection and Transparency for Adjacent Landowners Act Real Estate Like-kind Exchanges (1031 exchanges) Recovering Americas Wildlife Act (S. 2372/H.R. 2773) Resilient Coasts and Estuaries Act (H.R. 7801) Rural Outdoor Investment Act (S. 3583) State and Local Tax limitation: legislation (proposed) to exempt conservation donations from the State and Local Tax limitation Urban Waters Federal Partnership - implementation U.S. Department of Agriculture Notice of Request for Information on Identifying Barriers in USDA Programs and Services; Advancing Racial Justice and Equity and Support for Underserved Communities at USDA (Docket No. USDA-2021-0006) U.S. Department of the Interior - confirmation of Laura Daniel-Davis as Assistant Secretary for Land and Minerals Management U.S. Fish and Wildlife Service Notice of Intent to prepare a National Environmental Policy Act document on Migratory Bird Permits, Authorizing Incidental Take of Migratory Birds (Docket No. FWS-HQ-MB-2021_0105). U.S. Fish and Wildlife Service Mitigation Policies White House Inter-Agency Council - representation of rural and Indigenous communities White House Environmental Justice Advisory Council - representation of rural and Indigenous communities

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), SENATE, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service

Matters pertaining to the reform of Section 170(h) of the Internal Revenue Code and conservation easements; S. 2256, H.R. 4164, Charitable Conservation Easement Program Integrity Act of 2021; S. 2266, Historic Tax Credit Growth and Opportunity Act of 2021; Providing for Reconciliation to S. Con. Res. 14, the Concurrent Resolution on the Budget for FY 2022.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2483/S. 3237, Build More Housing Near Transit Act of 2021; H.R. 2126/S. 902, Housing Supply and Affordability Act; H.R. 3198/S. 1614, Yes in my Backyard Act; H.R. 6307, Tiny Homes for Homeless Veterans; Housing, Opportunity, Mobility, and Equity (HOME) Act; Build Back Better; S. 768, Better Planning and Land-Use for Accessible Neighborhoods Act; H.R. 1615, Maximizing Our Redevelopment and Efficiency for Transit Oriented Development (More TOD) Act of 2021; Task Force on the Impact of the Affordable Housing Credit Improvement Act; H.R. 2573/S. 1136, Affordable Housing Credit Improvement Act of 2021; H.R. 2143/S. 98, Neighborhood Homes Investment Act; H.R. 3680, Promoting Affordable Housing Near Transit Act; H.R. 816, Restoring Communities Left Behind Act; H.R. 1483, Revitalizing Economies, Housing, And Businesses (REHAB) Act of 2021; H.R. 1360, American Dream Down Payment Act of 2021; S. 1820, Choice in Affordable Housing Act of 2021; H.R. 1728, Strategy and Investment in Rural Housing Preservation Act of 2021; S. 2256, Charitable Conservation Easement Program Integrity Act of 2021; Housing tax credits; Community Development Block Grant program; Surface Transportation Black Grant program; Accessory Dwelling Units; Appointing Solomon Greene to the Office of Policy Development and Research at the Department of Housing and Urban Development.

Client expense: $140,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Charitable Conservation Easement Bills: S.2256 - Charitable Conservation Easement Program Integrity Act of 2021 H.R. 4164 - Charitable Conservation Easement Program Integrity Act of 2021

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2256/H.R. 4164 Syndicated Charitable Conservation Easements Enforcement legislation

Client expense: $19,758 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Yes in My Backyard Act (H.R. 3198/S.1614) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $46,600 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Internal Revenue Service (IRS), Treasury, Dept of

Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Yes in My Backyard Act (H.R. 3198/S.1614) Revitalizing Small and Local Businesses Act (H.R.7451/S.3340)

Client expense: $46,600 · Firm income: Not reported

Government targets: Treasury, Dept of

Historic Tax Credit Growth and Opportunity Act (HR 2294/S. 2266) Revitalizing Economies, Housing, And Businesses Act (HR 1483-REHAB Act) Charitable Conservation Easement Program Integrity Act (HR 4164/S. 2256) Neighborhood Homes Investment Act (H.R. 2143/S.98) Revitalizing Downtowns Act (H.R. 4759/S. 2511)

Client expense: $46,600 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Legislative services related to tax reform and issues affecting the tax deduction for donations of conservation easements, including bills to amend the Internal Revenue Code to limit the amount of certain qualified conservation contributions, S.2256 and H.R. 4164, Charitable Conservation Easement Program Integrity Act, IRS Notices 2017-10, 2017-29, and Notice 2017-58, H.R. 1319, American Rescue Plan Act,H.R. 3684, Infrastructure Investment and Jobs Act, and H.R. 5376, Bill to provide for reconciliation pursuant to title II of S. Con. Res. 14.

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Federal tax issues related to conservation easements, including H.R. 4164 and S. 2256 ("Charitable Conservation Easement Program Integrity Act of 2021"). HR 5376, Build Back Better Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 4164/S 2256 Charitable Conservation Easement Program Integrity Act

Client expense: $25,422 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY2022 Budget Reconciliation Legislation (includes Build Back Better Act, H.R. 5376) - Real Estate Like-kind Exchanges (1031 exchanges); forestry provisions, including USFS Forest Legacy Program; USDA agriculture conservation programs and technical assistance; New Markets Tax Credit; Charitable Conservation Easement Program Integrity Act; urban parks funding American Rescue Plan Act (implementation)- U.S. Department of Agriculture: business technical assistance for farm and food businesses; U.S. Economic Development Administration: community-centered economic development related to outdoor recreation Charitable Conservation Easement Program Integrity Act (S. 2256/H.R. 4164) Chesapeake Bay National Recreation Area designation - potential legislation Clean Energy and Sustainability Accelerator Act (H.R. 806) Community Revitalization Fund Program - potential legislation to create new HUD program COVID-19 economic recovery and relief package (future potential legislation) - local park projects; greening of federal buildings and other buildings that receive federal funding; end water shutoffs and restore water to households; Environmental Protection Agency: Clean Water State Revolving Fund, Drinking Water State Revolving Fund, Wetland Program Development Grants, assistance to households and utilities to ensure water service; Federal Emergency Management Agency: Building Resilience Infrastructure and Communities Program, Resilience Revolving Loan Fund; USDA-Natural Resources Conservation Service: Agricultural Conservation Easement Program, Regional Conservation Partnership Program, Environmental Quality Incentive Program, Conservation Stewardship Program, Conservation Reserve Program; U.S. Department of Transportation: establish a Pre-Disaster Infrastructure Program, and adopt resilience provisions within Americas Transportation Infrastructure Act of 2019. Disaster Reforestation Act (S. 2768/H.R. 4210) Executive Order on Tackling the Climate Crisis at Home and Abroad - maintaining and expanding forest cover; improving forest practices for carbon, adaptation and resilience; advancing markets for forest carbon, forest products and skilled labor; enhancing climate data and applied science; use of federal governments buying power and real property and asset management; empowering workers through rebuilding our infrastructure; advancing conservation, agriculture and restoration; and revitalizing energy communities; and securing environmental justice and spurring economic opportunity. U.S. Department of Agriculture: non-industrial private forest land; Forest Conservation Easement Program; Land and Water Conservation Fund; USFS-Forest Legacy Program; USFS-National Forest System land acquisition; Heirs Property Relending Program; utilization of NGO partners provide technical/financial assistance and outreach. Forest Conservation Easement Program - proposed legislation Great Dismal Swamp National Heritage Area Act (S. 470/H.R. 1154) Infrastructure Investment and Jobs Act (H.R. 3684) - implementation (conservation and recreation programs) Land and Water Conservation Fund - implementation Migratory Bird Protection Act (H.R. 4833) National 30x30 (America the Beautiful) goal - to conserve 30% of lands, waters, and ocean by 2030 National Climate Bank Act (S. 283) National Defense Authorization Act for Fiscal Year 2023 - Department of Defense: Readiness and Environmental Protection Initiative National Park Service Outdoor Recreation Legacy Partnership Program New Markets Tax Credit Extension Act of 2021 (S. 456/H.R. 1321) Paycheck Protection Program - implementation Protection and Transparency for Adjacent Landowners Act Real Estate Like-kind Exchanges (1031 exchanges) Recovering Americas Wildlife Act (S. 2372/H.R. 2773) Rural Energy for American Program (REAP) Improvement Act of 2021 (S. 2243/H.R. 4162) Rural Outdoor Investment Act (S. 3583) Small Business Access to Capital Act (S. 258) State and Local Tax limitation: legislation (proposed) to exempt conservation donations from the State and Local Tax limitation Urban Waters Federal Partnership - implementation U.S. Department of Agriculture - confirmation of Dr. Homer Wilkes as Under Secretary for Natural Resources and Environment U.S. Department of Agriculture Notice of Request for Information on Identifying Barriers in USDA Programs and Services; Advancing Racial Justice and Equity and Support for Underserved Communities at USDA (Docket No. USDA-2021-0006) U.S. Department of the Interior - confirmation of Laura Daniel-Davis as Assistant Secretary for Land and Minerals Management U.S. Fish and Wildlife Service - confirmation of Martha Williams as Director U.S. Fish and Wildlife Service Notice of Intent to prepare a National Environmental Policy Act document on Migratory Bird Permits, Authorizing Incidental Take of Migratory Birds (Docket No. FWS-HQ-MB-2021_0105). U.S. Fish and Wildlife Service Mitigation Policies White House Inter-Agency Council - representation of rural and Indigenous communities White House Environmental Justice Advisory Council - representation of rural and Indigenous communities

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

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), SENATE, Treasury, Dept of, U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service