Community Development Investment Tax Credit Act of 2023

Advocacy for Tech Hub quantum technologies for CO to become a Tech Hub; Gov. Polis shared his support for S. 3319, the Expanding America Entrepreneurship Act; S. 2963, the Community Development Investment Tax Credit Act of 2023, which would foster innovation and create jobs that help entrepreneurs of all backgrounds access critical early-stage capital-which in turn has a positive impact on communities across the country; and the SAFER Banking cannabis bill, which provides for legal cannabis companies to be able to have access to everyday banking and financial services.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 9267/S.4933 - Preserving Rural Housing Investments Act H.R. 7024 - Tax Relief for American Families and Workers Act of 2024

Client expense: $59,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocacy for Tech Hub quantum technologies for CO to become a Tech Hub; Gov. Polis shared his support for S. 3319, the Expanding America Entrepreneurship Act; S. 2963, the Community Development Investment Tax Credit Act of 2023; and the SAFER Banking cannabis bill, all of which would foster innovation and create jobs that help entrepreneurs of all backgrounds access critical early-stage capital-which in turn has a positive impact on communities across the country.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to nutrition standards in USDA Child Nutrition Programs consistent with 2020-2025 Dietary Guidelines for Americans. No Bill Number. Issues related to pet food regulation, H.R.7380, the Pet Food Uniform Regulatory Reform (PUUR) Act of 2024. Issues related to Title II, VII and X of the Farm Bill. Streamlining Conservation Practice Standards Act, S.2603 Continuous Improvement and Accountability in Organic Standards, Act. H.R. 5973 Organic Market Development Act. S.2963, H.R. 5763 Strengthen Organic Agriculture Research Act. H.R. 270

Client expense: $380,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to nutrition standards in USDA Child Nutrition Programs consistent with 2020-2025 Dietary Guidelines for Americans. No Bill Number. Issues related to pet food regulation, H.R.7380, the Pet Food Uniform Regulatory Reform (PUUR) Act of 2024 (U.S. House only) Issues related to Title II, VII and X of the Farm Bill. Streamlining Conservation Practice Standards Act, S.2603 Continuous Improvement and Accountability in Organic Standards, Act. H.R. 5973 Organic Market Development Act. S.2963, H.R. 5763 Strengthen Organic Agriculture Research Act. H.R. 270

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to nutrition standards in USDA Child Nutrition Programs consistent with 2020-2025 Dietary Guidelines for Americans. No Bill Number. Issues related to pet food regulation, H.R.7380, the Pet Food Uniform Regulatory Reform (PUUR) Act of 2024 (U.S. House only) Issues related to Title II, VII and X of the Farm Bill. Streamlining Conservation Practice Standards Act, S.2603 Continuous Improvement and Accountability in Organic Standards, Act. H.R. 5973 Organic Market Development Act. S.2963, H.R. 5763 Strengthen Organic Agriculture Research Act. H.R. 270

Client expense: $320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 7024 - Tax Relief for American Families and Workers Act of 2024

Client expense: $264,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 234/ H.R. 2539 - New Markets Tax Credit Extension Act of 2023 S. 1557 / H.R. 3238 - Affordable Housing Credit Improvement Act of 2023 S. 657 / H.R. 3940 - Neighborhood Homes Investment Act (NHIA) of 2023 S. 680 - Decent, Affordable, Safe Housing for All (DASH) Act of 2023 H.R. 6650/S.2963 - Community Development Investment Tax Credit of 2023 H.R. 7024 - Tax Relief for American Families and Workers Act of 2024

Client expense: $43,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to nutrition standards in USDA Child Nutrition Programs consistent with 2020-2025 Dietary Guidelines for Americans. No Bill Number. Issues related to Title II, VII and X of the Farm Bill. Streamlining Conservation Practice Standards Act, S.2603 Continuous Improvement and Accountability in Organic Standards, Act. H.R. 5973 Organic Market Development Act. S.2963, H.R. 5763 Strengthen Organic Agriculture Research Act. H.R. 270

Client expense: $290,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3139 ACRE Act H.R. 4055, the Opportunity Zones Enhancement Act of 2023 H.R. 4721 Main Street Tax Certainty Act S. 1706 Main Street Tax Certainty Act S. 2371 ACRE Act S.2963, A bill to amend the Internal Revenue Code of 1986 to provide a credit for investment in Community Development Financial Institutions

Client expense: $951,545 · Firm income: Not reported

S.234/H.R. 2539 New Markets Tax Credit Extension Act of 2023 - This bill makes the new markets tax credit permanent. It also modifies the credit to (1) provide for an inflation adjustment to the limitation amount for the credit after 2018, and (2) allow an offset against the alternative minimum tax for the credit (determined with respect to qualified equity investments initially made after 2018). S. 1455 The Rural Jobs Act This bill would allocate an additional $500 million in NMTC allocations for each of the next two years and target that increase specifically to rural communities, persistent poverty counties, and high migration counties. S.2963 - Community Development Investment Tax Credit Act of 2023 -This bill allows investors a business-related tax credit for investment in a Community Development Financial Institution (CDFI). The applicable percentage of such credit is 3% for the first 10 years of investment in a CDFI with a 1% increase after the initial credit allowance date and for investments without a fixed term or duration.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4055, the Opportunity Zones Enhancement Act of 2023 H.R. 4721 Main Street Tax Certainty Act S. 1706 Main Street Tax Certainty Act S.2963, A bill to amend the Internal Revenue Code of 1986 to provide a credit for investment in Community Development Financial Institutions ACRE Act- A bill that would make income from the interest on certain loans tax free.

Client expense: $905,580 · Firm income: Not reported