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Legislative Progress
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vs 5,649 other S bills in the 118th — cohort avg 33d
Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Infrastructure Act This bill reinstates tax provisions relating to advance refunding bonds. An advance refunding bond is a tax-exempt bond issued by a state or municipality to refinance or consolidate existing bond obligations.
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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
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Client expense: $1,910,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2025 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax.
Client expense: $3,160,000 · Firm income: Not reported
2025 · third_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21.
Client expense: $1,920,000 · Firm income: Not reported
2025 · second_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Pass Through Entity Tax; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to excise tax on certain remittances.
Client expense: $2,060,000 · Firm income: Not reported
2025 · first_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; H.R. 10559, COINS Act of 2024; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Tax Equity Investing; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data Privacy legislative proposals.
Client expense: $1,890,000 · Firm income: Not reported
| Republican |
| WY |
| Debbie Stabenow | Democratic | MI |
| Dianne Feinstein | Democratic | CA |
| Jeanne Shaheen | Democratic | NH |
| John Barrasso | Republican | WY |
| John Boozman | Republican | AR |
| Katie Boyd Britt | Republican | AL |
| Kyrsten Sinema | Independent | AZ |
| Margaret Wood Hassan | Democratic | NH |
| Michael F. Bennet | Democratic | CO |
| Mike Braun | Republican | IN |
| Peter Welch | Democratic | VT |
| Raphael G. Warnock | Democratic | GA |
| Richard Blumenthal | Democratic | CT |
| Robert Menendez | Democratic | NJ |
| Tammy Baldwin | Democratic | WI |
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · second_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $200,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Budget/Appropriations
H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2025 Energy and Water Appropriations, support funding for Reclamation programs including: CALFED, WIIN Storage projects, desalination, water recycling, ecosystem restoration projects, WaterSmart water and energy efficiency grants, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, and Reclamations Safety of Dams program. Support funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2025 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.
Client expense: $160,000 · Firm income: Not reported
Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Tax-Free Pell Grant Act (H.R. 3000/S. 2920) Lifting Our Communities through Advance Liquidity for Infrastructure (LOCAL Infrastructure) Act (S. 1453) Endowment Transparency Act (H.R. 4405/S. 2187) Research and Development Tax Deduction Encampments or Endowments Act (S. 4295) No Subsidies for Wealthy Universities Act (S. 4247/H.R. 8224) The College Endowment Accountability Act (S. 3514)
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Financial Institutions/Investments/Securities
H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024.
Client expense: $2,990,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT; Tax Treatment of Tokenized Securities; Amendment to Form W-9 Instructions to Certify US Digital Asset Broker Status; Form 1099-DA and instructions; Corporate Alternative Minimum Tax; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Corporate Alternative Minimum Tax.
Client expense: $2,990,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · fourth_quarter · Energy/Nuclear
S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837,the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of2024
Client expense: Not reported · Firm income: $20,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation S.2994/H.R.6653 Maintaining and Enhancing Hydroelectricity and River Restoration Act of 2023
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Discussed the importance of elective pay refundable energy tax credits included in the Inflation Reduction Act (Pub. Law 117-169) for public power investments in clean energy technologies to address climate change. Discussed concerns with implementation of the domestic content requirements necessary to access elective pay provisions in the Inflation Reduction Act (Pub. Law 117-169, sections 13101(g)(2), 13102(l), 13701, and 13702). Discussed support for H.R. 1837, the Investing in Our Communities Act, to restore advance refunding bonds. Discussed support for S. 1453, the Lifting Our Communities through Advanced Liquidity for Infrastructure Act to restore advance refunding bonds. Discussed possible legislation to address domestic content provisions of elective payment of energy tax credits.
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Financial Institutions/Investments/Securities
Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Issues related to tax-exempt municipal bonds: H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act; S. 1453, the Local Infrastructure Act; H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Tax-Free Pell Grant Act (H.R. 3000/S. 2920) Lifting Our Communities through Advance Liquidity for Infrastructure (LOCAL Infrastructure) Act (S. 1453) Endowment Transparency Act (H.R. 4405/S. 2187) Research and Development Tax Deduction Encampments or Endowments Act (S. 4295) No Subsidies for Wealthy Universities Act (S. 4247/H.R. 8224) The College Endowment Accountability Act (S. 3514)
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Energy/Nuclear
S. 1111, Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2023 or the ADVANCE Act S.4151/H.R. 5244, the Fusion Energy Act S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of 2024 Discussions about the Farm Bill Discussions about transmission
Client expense: Not reported · Firm income: $20,000
Government targets: Energy, Dept of, Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Energy/Nuclear
S. 1111, Accelerating Deployment of Versatile, Advanced Nuclear for Clean Energy Act of 2023 or the ADVANCE Act S.4151/H.R. 5244, the Fusion Energy Act S. 1453/H.R. 8396, the Local Infrastructure Financing Tools (LIFT) Act H.R. 1837, the Investing in Our Communities Act S. 2036/H.R. 4167, the Protecting Americas Distribution Transformer Supply Chain Act S. 3627/H.R. 7171, the Distribution Transformer Efficiency & Supply Chain Reliability Act S. 4753, the Energy Permitting Reform Act of 2024 Discussions about the Farm Bill Discussions about transmission
Client expense: Not reported · Firm income: $20,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Budget/Appropriations
H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2025 Energy and Water Appropriations, support funding for Reclamation programs including: CALFED, WIIN Storage projects, desalination, water recycling, ecosystem restoration projects, WaterSmart water and energy efficiency grants, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, and Reclamations Safety of Dams program. Support funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2025 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.
Client expense: $160,000 · Firm income: Not reported
Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; IRC Section 871(m); IRC Section 987; Issues related to 529 plans; BEAT QDP - regulations regarding the reporting of qualified derivative payments that are not considered base erosion payments; 2024 Proposed Regulations for the Identification of Basket Contract Transactions as Listed Transactions; 2024 Dual Consolidated Loss Regulations; Tax Treatment of Digital Assets; Appendix III of the Qualified Intermediary (QI) Agreement, Revenue Procedure 2022-43; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; BEAT.
Client expense: $1,550,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · third_quarter · Financial Institutions/Investments/Securities
H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.
Client expense: $1,550,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · first_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
Tax-Free Pell Grant Act (H.R. 3000/S. 2920) Lifting Our Communities through Advance Liquidity for Infrastructure (LOCAL Infrastructure) Act (S. 1453) Endowment Transparency Act (H.R. 4405/S. 2187) Research and Development Tax Deduction Encampments or Endowments Act (S. 4295) No Subsidies for Wealthy Universities Act (S. 4247/H.R. 8224)
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Financial Institutions/Investments/Securities
H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; H.R. 1837, the Investing in Our Communities Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda; H.R. 7780 Safeguarding Options for Retirement Act; S. 1453, the LOCAL Infrastructure Act; S. 1695, American Infrastructure Bond Act of 2023; S.2678 - Outbound Investment Transparency Act of 2023; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC No-Action Letter on Rule 15c2-11; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.
Client expense: $1,450,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · second_quarter · Taxation/Internal Revenue Code
H.R. 1837, the Investing in Our Communities Act; S. 1695, American Infrastructure Bonds Act of 2023; S. 1453, the LOCAL Infrastructure Act; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; IRC Section 871(m); IRC Section 987; U.S. Taiwan Expedited Double Tax Relief Act; Issues related to 529 plans; BEAT QDP - regulations regarding the reporting of qualified derivative payments that are not considered base erosion payments.
Client expense: $1,450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · second_quarter · Budget/Appropriations
H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2025 Energy and Water Appropriations: Support funding for Reclamation programs including: CALFED, WIIN Storage projects, desalination, water recycling, ecosystem restoration projects, WaterSmart water and energy efficiency grants, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, , and Reclamations Safety of Dams program. Support funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2025 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.
Client expense: $160,000 · Firm income: Not reported
Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation S.2994/H.R.6653 Maintaining and Enhancing Hydroelectricity and River Restoration Act of 2023
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
Tax-Free Pell Grant Act (H.R. 3000/S. 2920) Lifting Our Communities through Advance Liquidity for Infrastructure (LOCAL Infrastructure) Act (S. 1453) Endowment Transparency Act (H.R. 4405/S. 2187) Research and Development Tax Deduction
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Budget/Appropriations
H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2024 Energy and Water Appropriations: Support increased funding for Reclamation programs including: CALFED, WIIN Storage projects, Desalination, water recycling, ecosystem restoration projects, WaterSmart, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, cleanup of a waste disposal site near Hoover Dam, and Reclamations Safety of Dams program. Support report language clarifying the Reclamation Safety of Dams Act cost share applies to all water users. Support increased funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2024 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Additional funding for the low-income household water assistance program at the Department of Health and Human Services.
Client expense: $220,000 · Firm income: Not reported
Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Financial Institutions/Investments/Securities
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1837, the Investing in Our Communities Act; S. 1453, the LOCAL Infrastructure Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda; H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023; H.R. 1807 - Improving Disclosure for Investors Act of 2023; S. 1695, American Infrastructure Bond Act of 2023; H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023; S. 2251 Cybersecurity Act of 2023; H.R. 7092, S. 3676, Protecting Private Job Creators Act; H.R. ____, to exempt 144a fixed income securities from Rule 15c2-11; SEC proposals to modify equity market structure; SEC proposal regarding reporting of securities loans; SEC proposal regarding position reporting of Large Security-Based Swap Positions; SEC proposal regarding safeguarding Advisory Client Assets; SEC proposal regarding prohibition of conflicts of interest in certain securitizations; Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions; Artificial intelligence and predictive data analytics; Legislation related to buying OTC securities on Margin.
Client expense: $1,630,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2024 · first_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $260,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · first_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · second_quarter · Taxation/Internal Revenue Code
S. 1308 - American Infrastructure Bonds of 2023; H.R. 1837 - Investing in Our Communities Act; S. 1453 - the LOCAL Infrastructure Act; S. 1990 - Tax on Wall Street Speculation Act.
Client expense: $1,480,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2023 · second_quarter · Financial Institutions/Investments/Securities
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule;; S. 1308 - American Infrastructure Bonds Act of 2023; H.R. 1837 - Investing in Our Communities Act; Implementation of the SECURE 2.0 Act, part of H.R. 2617, the Consolidated Appropriations Act of 2023; S. 1453 - the LOCAL Infrastructure Act; H.R. 4664 and S. 2309 - the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda.
Client expense: $1,480,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2023 · fourth_quarter · Budget/Appropriations
H.R.1837 (Kustoff)/S.1453 (Wicker): Investing in Our Communities Act/Lifting Our Communities through Advance Liquidity for Infrastructure Act or the LOCAL Act. FY2024 Energy and Water Appropriations: Support increased funding for Burau of Reclamation programs including: CALFED, WIIN Storage projects, Desalination, water recycling, ecosystem restoration projects, WaterSmart, Colorado River Salinity Control Program, DOIs water conservation obligations under the DCP, cleanup of a waste disposal site near Hoover Dam, and Reclamations Safety of Dams program. Support report language clarifying the Reclamation Safety of Dams Act cost share applies to all water users. Support increased funding for DOEs Moab Uranium Mill Tailing Remedial Action Project. FY2024 Interior-Environment Appropriations: Support funding for the USGS Water and Science Program, EPA Clean Water and Drinking Water State Revolving Funds, WIFIA, National Priorities Water Research Grant Program, and the Innovative Water Technologies Grant Program. Distribution of Inflation Reduction Act funding for short and long term projects to raise the water level in Lake Mead and long term water conservation projects in the Colorado River Basin. Implementation of the Bureau of Reclamations large-scale recycled water program created in the Bipartisan Infrastructure Law. Extension and additional funding for the low-income household water assistance program at the Department of Health and Human Services.
Client expense: $200,000 · Firm income: Not reported
Government targets: Bureau of Reclamation, HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues relating to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Financial Institutions/Investments/Securities
SEC Open-End Fund Liquidity Risk Management Programs and Swing Pricing proposed rule; H.R. 1837, the Investing in Our Communities Act; S. 1453, the LOCAL Infrastructure Act; H.R. 4664 and S. 2309, the Fiscal Year 2024 Financial Services and General Government Appropriations bill related to the Consolidated Audit Trail and SEC regulatory agenda. H.R.760 - Chinese Military and Surveillance Company Sanctions Act of 2023 H.R. 1807 - Improving Disclosure for Investors Act of 2023 SEC no-action letter regarding compliance with the provisions relating to research in the Markets in Financial Instruments Directive II (MiFID II), including H.R. 2622 and S. 2141, to codify certain SEC no action letters that allow broker-dealers to continue accepting cash or "hard dollar" payments for research reports, in order to comply with international regulations such as MiFID and MiFID II; S. 1695, American Infrastructure Bond Act of 2023, U.S. Senate H.R. 3136 - The National Critical Capabilities Defense Act; S.2678 - Outbound Investment Transparency Act of 2023 S. 2251 Cybersecurity Act of 2023 SEC 15c2-11 staff interpretation to impact 144A private securities SEC proposals to modify equity market structure SEC proposal regarding Reporting of Securities Loans SEC proposal regarding Position Reporting of Large Security-Based Swap Positions SEC proposal regarding Safeguarding Advisory Client Assets SEC proposal regarding Prohibition of Conflicts of Interest in Certain Securitizations Public Law 117-328 - Consolidated Appropriations Law (FSGG report language related to the Consolidated Audit Trail) Sustainable Finance - Legislative proposals related to Environmental, Social, and Governance considerations in investment decisions Fiscal Year 2024 Financial Services and General Government Appropriations bill Artificial intelligence and predictive data analytics
Client expense: $2,990,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2023 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1837 & S. 1453 - A bill to amend the Internal Revenue Code of 1986 to reinstate advance refunding bonds Issues related to implementation of the Inflation Reduction Act
Client expense: $250,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
S. 1453, LOCAL Infrastructure Act H.R. 1837, the Investing in Our Communities Act Issues related to direct pay implementation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE