2515 -- Promotion and Expansion of Private Employee Ownership Act of 2023 | Poliscope

Promotion and Expansion of Private Employee Ownership Act of 2023

2515

118th Congress

Taxation

In Committee

Legislative Progress

✓

Introduced

Committee

Floor Vote

Other Chamber

Enacted

Introduced

July 26, 2023

Latest Action

July 26, 2023

Primary Sponsor

Benjamin L. CardinDemocratic(MD)

Momentum (last 30 days)

score

0 actions · 0 new cosponsors · 0 votes

Speed vs cohort

0pct

0d open

vs 5,649 other S bills in the 118th — cohort avg 33d

Summary

No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.

Lobbying filings that explicitly cite this bill (16)

These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.

Filing registrants (4)

SAPPHIRE STRATEGIES, LLC (6)BLACK & VEATCH (1)HDR, INC. (4)SCHWEITZER ENGINEERING LABORATORIES, INC. (5)

SCHWEITZER ENGINEERING LABORATORIES, INC.client→SCHWEITZER ENGINEERING LABORATORIES, INC.

2025 · first_quarter · Taxation/Internal Revenue Code

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Cited source text, amounts, lobbyists, and targets

H.R.5011/S. 2515 Promotion and Expansion of Private Employee Ownership Act of 2023

Client expense: $40,000 · Firm income: Not reported

Actions (2)

July 26, 2023

Read twice and referred to the Committee on Finance.

July 26, 2023

Introduced in Senate

Committees

Committee	Chamber	Activity	Date
Finance Committee	Senate	Referred To	July 26, 2023

Text Versions

Version	Date	Links
Introduced in Senate	July 26, 2023	XML

Cosponsors (40)

Name	Party	State
Amy Klobuchar	Democratic	MN
Angus S. King, Jr.	Independent	ME
Bernard Sanders	Independent	VT

Related Bills (2)

Bill	Congress	Relationship
HR 5011	118th	Identical bill
HR 4896	118th	Identical bill

Similar Bills (AI)

Bills with similar content found using semantic analysis.

5011

118th

100%

Promotion and Expansion of Private Employee Ownership Act of 2023

4896

118th

100%

Promotion and Expansion of Private Employee Ownership Act of 2023

2461

119th

90%

Promotion and Expansion of Private Employee Ownership Act of 2025

Sources: Congress.gov

Show 12 more cited filings

SCHWEITZER ENGINEERING LABORATORIES, INC.client→SCHWEITZER ENGINEERING LABORATORIES, INC.

2024 · third_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 5011/S. 2515, Promotion and Expansion of Private Employee Ownership Act of 2023

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

S. 2515

mr KRISTOFER CARLSON

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HDR INCclient→HDR, INC.

2024 · third_quarter · Taxation/Internal Revenue Code

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Cited source text, amounts, lobbyists, and targets

Issues relating to ESOP/S Crops and expiration of 2017 TCJA (no bill number yet) In support of expansion of ESOP model (HR 5011/S. 2515)

Client expense: $280,000 · Firm income: Not reported

S. 2515

PATRICK MALONE mr SAMUEL COBB

Government targets: HOUSE OF REPRESENTATIVES, SENATE

EMERY SAPP & SONSclient→SAPPHIRE STRATEGIES, LLC

2024 · second_quarter · Accounting

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Cited source text, amounts, lobbyists, and targets

H.R. 4896, S. 2515: Promotion and Expansion of Private Employee Ownership Act of 2023 This bill accelerates to the enactment date of this bill the deferral of tax (currently, after December 31, 2027) on sales of employer stock to employee stock ownership plans (ESOPs) sponsored by S corporations. It also eliminates the limitation on the amount that may be deferred.

Client expense: Not reported · Firm income: $10,000

S. 2515

SARAH MOE

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SCHWEITZER ENGINEERING LABORATORIES, INC.client→SCHWEITZER ENGINEERING LABORATORIES, INC.

2024 · second_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 5011/S. 2515, Promotion and Expansion of Private Employee Ownership Act of 2023

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

S. 2515

mr KRISTOFER CARLSON

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HDR INCclient→HDR, INC.

2024 · second_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

Issues related to OECD Pillar 2 Implementation (no bill number) Issues relating to ESOP/S Crops and expiration of 2017 TCJA (no bill number yet) In support of expansion of ESOP model (HR 5011/S. 2515)

Client expense: $260,000 · Firm income: Not reported

S. 2515

PATRICK MALONE mr SAMUEL COBB

Government targets: HOUSE OF REPRESENTATIVES, SENATE

EMERY SAPP & SONSclient→SAPPHIRE STRATEGIES, LLC

2024 · first_quarter · Accounting

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 4896, S. 2515: Promotion and Expansion of Private Employee Ownership Act of 2023 This bill accelerates to the enactment date of this bill the deferral of tax (currently, after December 31, 2027) on sales of employer stock to employee stock ownership plans (ESOPs) sponsored by S corporations. It also eliminates the limitation on the amount that may be deferred.

Client expense: Not reported · Firm income: $10,000

S. 2515

SARAH MOE

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SCHWEITZER ENGINEERING LABORATORIES, INC.client→SCHWEITZER ENGINEERING LABORATORIES, INC.

2024 · first_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 5011/S. 2515, Promotion and Expansion of Private Employee Ownership Act of 2023

Client expense: $60,000 · Firm income: Not reported

S. 2515

mr KRISTOFER CARLSON

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HDR INCclient→HDR, INC.

2024 · first_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

Issues related to OECD Pillar 2 Implementation (no bill number) Issues related to ESOP/S Crops and expiration of 2017 TCJA (no bill number yet) Issues related to expansion of ESOP model (HR 5011/S. 2515)

Client expense: $280,000 · Firm income: Not reported

S. 2515

PATRICK MALONE mr SAMUEL COBB

Government targets: HOUSE OF REPRESENTATIVES, SENATE

EMERY SAPP & SONSclient→SAPPHIRE STRATEGIES, LLC

2023 · fourth_quarter · Accounting

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 4896, S. 2515: Promotion and Expansion of Private Employee Ownership Act of 2023 This bill accelerates to the enactment date of this bill the deferral of tax (currently, after December 31, 2027) on sales of employer stock to employee stock ownership plans (ESOPs) sponsored by S corporations. It also eliminates the limitation on the amount that may be deferred.

Client expense: Not reported · Firm income: $10,000

S. 2515

SARAH MOE

Government targets: HOUSE OF REPRESENTATIVES, SENATE

EMERY SAPP & SONSclient→SAPPHIRE STRATEGIES, LLC

2023 · third_quarter · Accounting

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets

H.R. 4896, S. 2515: Promotion and Expansion of Private Employee Ownership Act of 2023 This bill accelerates to the enactment date of this bill the deferral of tax (currently, after December 31, 2027) on sales of employer stock to employee stock ownership plans (ESOPs) sponsored by S corporations. It also eliminates the limitation on the amount that may be deferred.

Client expense: Not reported · Firm income: $10,000

S. 2515

SARAH MOE

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HDR INCclient→HDR, INC.

2023 · third_quarter · Taxation/Internal Revenue Code

Open original LDA filing ↗

Cited source text, amounts, lobbyists, and targets