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Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
95pct
282d open
vs 5,649 other S bills in the 118th — cohort avg 33d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (8)
Committee on Banking, Housing, and Urban Affairs. Hearings held.
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2026 · third_quarter · Taxation/Internal Revenue Code
Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2025 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1 One Big Beautiful Bill Act" Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2025 · third_quarter · Housing
H.R. 702, the HOME Act S.3561, a bill to protect consumers from price gouging of residential rental and sale prices H.R. 6608/S. 3402, the End Hedge Fund Control of American Homes Act S. 2224, the Stop Predatory Investing Act Issues related to housing, housing finance and the home closing process. Issues related to the regulation of title insurance. Issues related to the capital markets, housing and housing finance. Issues related to how credit scores are used in housing and other kinds of lending. Issues related to single-family rental housing.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Taxation/Internal Revenue Code
H.R. 1 One Big Beautiful Bill Act" Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2025 · second_quarter · Taxation/Internal Revenue Code
H.R. 1 One Big Beautiful Bill Act" Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
2025 · first_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
2025 · first_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 (FIRPTA domestically controlled REIT rules) REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13) Tax and revenue provisions in the budget resolution Deductibility of state and local business taxes, including property taxes (Business SALT)
2024 · fourth_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024)
2024 · fourth_quarter · Taxation/Internal Revenue Code
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · fourth_quarter · Budget/Appropriations
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · fourth_quarter · Housing
- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)
Client expense: Not reported · Firm income: $30,000
2024 · fourth_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act H.R. 702, the HOME Act, and S.3561, a bill to protect consumers from price gouging of residential rental and sale prices H.R.6608 and S. 3402, the End Hedge Fund Control of American Homes Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024) Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13)
2024 · third_quarter · Taxation/Internal Revenue Code
TAX: Discuss path to passage of the Neighborhood Homes Investment Act (H.R. 3940); Describe homeownership benefits in the Neighborhood Homes Investment Act (H.R. 3940) TAX: Highlight homeownership benefits of the Stop Predatory Investing Act (S. 2224); Discuss homeownership uses of the New Markets Tax Credit
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Housing
Housing (HOU): Discuss path to passage of the Neighborhood Homes Investment Act (H.R. 3940); Discuss regulatory and statutory barriers to homeownership in the HOME Investment Partnerships, Community Development Block Grants, and Capital Magnet Fund programs; Describe homeownership benefits in the Neighborhood Homes Investment Act (H.R. 3940); Discuss homeownership benefits of the Whole Home Repairs Act (S. 3871) Housing (HOU): Discuss opportunities for interagency collaboration alongside the Department of Treasury to support affordable housing supply Housing (HOU): Discuss Treasury announcement supporting Community Development Financial Institutions to invest in housing supply; Highlight homeownership benefits of the Stop Predatory Investing Act (S. 2224); Discuss homeownership uses of the New Markets Tax Credit
Client expense: Not reported · Firm income: Not reported
Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024)
2024 · third_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act H.R. 702, the HOME Act, and S.3561, a bill to protect consumers from price gouging of residential rental and sale prices H.R.6608 and S. 3402, the End Hedge Fund Control of American Homes Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · third_quarter · Budget/Appropriations
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · third_quarter · Housing
- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)
Client expense: Not reported · Firm income: $30,000
2024 · third_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions (HR 9002) Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act and issues related to extension of TCJA Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024) Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13)
2024 · second_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act H.R. 702, the HOME Act, and S.3561, a bill to protect consumers from price gouging of residential rental and sale prices H.R.6608 and S. 3402, the End Hedge Fund Control of American Homes Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024) Treasury guidance: partnership basis-shifting transactions SECA limited partner exception under section 1402(a)(13)
2024 · second_quarter · Housing
- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024) - Federal Housing Administration (FHA) and U.S. Department of the Treasury Federal Financing Bank (FFB) Risk Share Program - Build America, Buy America (BABA)
Client expense: Not reported · Firm income: $30,000
2024 · second_quarter · Taxation/Internal Revenue Code
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · second_quarter · Budget/Appropriations
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · second_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024)
2024 · first_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024)
2024 · first_quarter · Housing
- 2025 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · first_quarter · Budget/Appropriations
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · first_quarter · Taxation/Internal Revenue Code
- FY 2025 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224) - Greenhouse Gas Reduction Fund (GGRF) - HOME Investment Partnerships Program Reauthorization and Improvement Act (S. 3793/H.R. 7075) - Tax Relief for American Families and Workers Act of 2024 (H.R. 7024)
Client expense: Not reported · Firm income: $30,000
2024 · first_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act H.R. 702, the HOME Act, and S.3561, a bill to protect consumers from price gouging of residential rental and sale prices H.R.6608 and S. 3402, the End Hedge Fund Control of American Homes Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act Tax Relief for American Families and Workers Act (H.R. 7024)
2023 · fourth_quarter · Taxation/Internal Revenue Code
TAX: Request co-sponsorship and prioritization of Neighborhood Homes Investment Act, H.R. 3940 in the Tax Relief for American Families and Workers Act, H.R. 7024; Discuss path to passage of the Neighborhood Homes Investment Act, H.R. 3940 TAX: Request co-sponsorship of Neighborhood Homes Investment Act, S.657; Discuss path to passage of the Neighborhood Homes Investment Act, S.657; request passage of the Stop Predatory Investing Act, S.2224
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
- FY 2024 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program; Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies; Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2023 · fourth_quarter · Budget/Appropriations
- FY 2024 Appropriations; Down Payment Assistance Program - Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
2023 · fourth_quarter · Housing
- 2024 Appropriations; Down Payment Assistance Program; Low-Income Housing Tax Credit (Housing Credit) - Private Activity Tax Exempt Bonds (PABs) - Community Development Block Grant (CDBG) - HOME Investment Partnerships Program (HOME) - FFB and Risk Sharing Program - Affirmatively Furthering Fair Housing (AFFH) - Enact Fair Housing Policies - Homeowners Assistance Fund (HAF) - Emergency Rental Assistance (ERA) - Coronavirus State and Local Fiscal Recovery Fund (SLFRF) - Federal Housing Finance Agency (FHFA) - Housing Trust Fund (HTF) and Capital Magnet Fund (CMF) - Inflation Reduction Act - HUD Green and Resilient Retrofit Program - New Markets Tax Credit Extension Act (S.234/H.R. 2539) - Decent, Affordable, Safe Housing (DASH) for All Act (S.680) - Neighborhood Homes Investment Act (S.657) - Build America, Buy America (BABA) - FTC Impersonation Fraud Rulemaking - The Affordable Housing Credit Improvement Act (AHCIA) - Stop Predatory Investment Act (S.2224)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
2023 · fourth_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act.
2023 · fourth_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · third_quarter · Housing
PN111: Nomination of David Uejio to be Assistant Secretary of Housing and Urban Development PN109: Nomination of Solomon Jeffrey Greene to be Assistant Secretary of Housing and Urban Development S. 2295: Low-Income First-Time Homebuyers Act of 2023 S. 657: Neighborhood Homes Investment Act S. 2224: Stop Predatory Investing Act S. [ ]: Preserving Homes and Communities Act of 2023 H.R. 4231: Downpayment Toward Equity Act H.R. 5473: Low-Income First-Time Homebuyers Act of 2023 H.R. 3697: Preemption of Real Property Discrimination Act H.R. 3940: Neighborhood Homes Investment Act H.R. [ ]: Preserving Public Housing Land for Affordable Housing Act of 2023 H.R. [ ]: Saving Homes from Acquisition by Private Equity Act to Combat Nationwide Housing Crisis H.R. [ ]: End Hedge Fund Control of American Homes Act of 2023 H.R. 5533: Healthy at Home Act of 2023 Compliance with the Federal Fair Housing Act
Client expense: $85,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, White House Office
2023 · third_quarter · Housing
PN111: Nomination of David Uejio to be Assistant Secretary of Housing and Urban Development PN109: Nomination of Solomon Jeffrey Greene to be Assistant Secretary of Housing and Urban Development S. 2295: Low-Income First-Time Homebuyers Act of 2023 S. 657: Neighborhood Homes Investment Act S. 2224: Stop Predatory Investing Act S. [ ]: Preserving Homes and Communities Act of 2023 H.R. 4231: Downpayment Toward Equity Act H.R. 5473: Low-Income First-Time Homebuyers Act of 2023 H.R. 3697: Preemption of Real Property Discrimination Act H.R. 3940: Neighborhood Homes Investment Act H.R. [ ]: Preserving Public Housing Land for Affordable Housing Act of 2023 H.R. [ ]: Saving Homes from Acquisition by Private Equity Act to Combat Nationwide Housing Crisis H.R. [ ]: End Hedge Fund Control of American Homes Act of 2023 H.R. 5533: Healthy at Home Act of 2023 Compliance with the Federal Fair Housing Act
Client expense: $85,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), SENATE, White House Office
2023 · third_quarter · Housing
General Housing Issues, S.2224 - Stop Predatory Investing Act
Client expense: Not reported · Firm income: $30,000
Government targets: SENATE
2023 · third_quarter · Taxation/Internal Revenue Code
"Carried Interest Fairness Act" and carried interest reform, including changes in holding period Energy efficiency and clean energy tax incentives, including the E-QUIP Act and Inflation Reduction Act, and regulatory implementation Like-Kind Exchanges (Sec. 1031) Completed contract method of accounting and condominium construction (Section 460(e) Fair Accounting for Condominium Construction Act (HR 4280) FIRPTA reform and Parity for Non-Traded REITS Act Net investment income tax and SECA liability Cost recovery, residential rental property and nonresidential property Low-income housing tax credit and the Affordable Housing Credit Improvement Act (S 1557 and HR 3238) Proposed and final tax regulations under section 897 and 892 REIT rules, including investments in related parties Retail Revitalization Act of 2023 (HR 3749) Cancellation of Indebtedness income (section 108) (HR 5580, Saving Our Mainstreet American Locations for Leisure and Shopping Act) Capital gains tax rate State and local tax deduction 20% deduction for pass-through business income (section 199A) and tax rules on pass-through income, including Senator Wyden pass-through reform discussion draft Taxing appreciated capital gains at death Opportunity Zone reform, reporting, and deadline extensions (HR 5761, Opportunity Zones Transparency, Extension and Improvement Act) Estate tax valuation discounts and rules for grantor trusts Revitalizing Downtowns Act and tax incentives for property conversions Passive Foreign Investment Company proposed tax regulations (REG-118250-20) Taxing unrealized gains annually - Administration's minimum tax proposal and Chairman Wyden proposal TCJA Permanency Act Business interest deductibility and section 163(j) Active loss limitation and section 461(l) S. 2518, Ending Tax Breaks for Massive Sovereign Wealth Funds Act S. 2224, Stop Predatory Investing Act.
2023 · third_quarter · Housing
Issues related to single-family rental housing. S. 2224, the Stop Predatory Investing Act
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Democratic |
| RI |
| Jeff Merkley | Democratic | OR |
| John Fetterman | Democratic | PA |
| Peter Welch | Democratic | VT |
| Richard Blumenthal | Democratic | CT |
| Ron Wyden | Democratic | OR |
| Sheldon Whitehouse | Democratic | RI |
| Tammy Baldwin | Democratic | WI |
| Tina Smith | Democratic | MN |
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,222,530 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Client expense: $1,575,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Client expense: $1,607,780 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: $984,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: Not reported · Firm income: $30,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $1,070,515 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: $859,376 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office
Client expense: $1,278,864 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office