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Legislative Progress
Momentum (last 30 days)
0
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
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 (6)
2025 · second_quarter · Taxation/Internal Revenue Code
Read twice and referred to the Committee on Finance. (Sponsor introductory remarks on measure: CR S5694)
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Billionaire Minimum Income Tax (H.R. 6498 in the 118th Congress); Billionaire Income Tax (S. 3367 in the 118th Congress); Raise the Wage Act (H.R. 2743 / S. 1332); One Big Beautiful Bill Act (H.R. 1) (opposed) A proposal to fully exempt income taxes up to $40,000 and institute a small surtax on incomes over $1 million; A proposal to equalize capital gains and earned income tax rates for high earners; A bill to impose a withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability; A bill to impose a tax on annual appreciation of investments of taxpayers with over $50 million of lifetime capital gains; A bill to replace the current estate and gift tax system with an inheritance tax system.
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Taxation/Internal Revenue Code
Billionaire Minimum Income Tax (H.R. 6498 in the 118th Congress); Billionaire Income Tax (S. 3367 in the 118th Congress); Raise the Wage Act (S. ____ and H.R. _____); A proposal to fully exempt income taxes up to $40,000 and institute a small surtax on incomes over $1 million; A proposal to equalize capital gains and earned income tax rates for high earners; A proposal to impose a withholding tax on large accumulations
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Issue: Ordinary treatment of bonds. Issue: Implementation of corporate minimum tax in Inflation Reduction Act of 2022. Issue: Ordinary treatment bill - Secure Family Futures Act of 2023, or H.R. 5707 Issue: Life Insurance Tax Stabilization Proposal (no bill introduced yet) Issue: S. 3367, Billionaires Income Tax Act, Sen. Wyden (D-OR) Issue: Private Placement Life Insurance (no bill introduced yet) Issue: Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Issue: TCJA reauthorization Issue: S.__ - Protecting Proper Life Insurance from (PPLI) Abuse Act. This bill would restrict the use of private placement life insurance.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · fourth_quarter · Taxation/Internal Revenue Code
American Family Act HR 3899; S.1992 - Child tax credits Social Security 2100 Act H.R. 4583; S. 2280 - Social Security Solvency No Tax Breaks for Outsourcing Act H.R. 774; S.357 - Making changes to various tax provisions that encourage offshoring of jobs No Tax Breaks for Union Busting Act H.R. 5456; S. 737 - Making changes to the tax code to disincentivize writing off expenses related to union busting taxes Billionaire Minimum Income Tax Act H.R. 6498 - Create new taxes billionaires Assuring Medicares Promise Act H.R. 34 - New taxes and changes to ensure Medicare solvency Social Security Expansion Act H.R. 1046; S. 393 - Expand social security benefits For the 99.5 Percent Act H.R. 2676; S. 1178 - Increase tax rates on decedent estates, gifts, and generation skipping transfers Ultra-Millionaire Tax Act H.R. 7749 - New taxes on ultrawealthy individuals Wall Street Tax Act H.R. 4870 - Create a 0.1% excise tax on certain financial transactions such as the purchase of stocks, bonds, and derivative Oligarch Act H.R. 4919 - Create a tax on the net value of all taxable assets of a taxpayer as of the last day of any calendar year Stop Subsidizing Multimillion Dollar Corporate Bonus Act H.R. 324; S. 3155 - Extend the $1 million limit on the deductibility of executive compensation to all employees of publicly traded corporations End Tax Breaks for Dark Money Act H.R. 7244; S. 3743 - Extends the capital gains tax on transfers of appreciated property to certain tax-exempt social organizations (e.g., civics leagues, agricultural organizations, or business leagues) End Polluter Welfare Act H.R. 9839 - Eliminates certain tax breaks and incentives for oil and gas companies Tax on Wall Street Speculation Act H.R. 4119; S. 1990 - Create an excise tax on the transfer of ownership in certain securities (covered transactions), including any share of stock in a corporation; any partnership or beneficial interest in a partnership or trust; any note, bond, debenture, or other evidence of indebtedness (excluding tax-exempt municipal bonds); and derivative financial instruments or digital assets End Oil & Gas Tax Subsidies Act H.R. 1483 - Limit or repeal certain fossil fuel oil and gas subsidies for oil companies. Tax Excessive CEO Pay Act H.R. 7041; S. 3620 - Increase the corporate income tax rate based on the ratio of compensation of principal executive officers or other highest compensated employees to median worker compensation Curtailing Executive Overcompensation Act H.R. 6191; S. 3176 - Create an excise tax on employers (i.e., business entities) that have at least a 50 to 1 disparity between the wages (including bonuses, stock awards and options) of chief executive officers and the wages paid to their workers. Applicable to employers that have not less than $100 million in annual gross receipts and $10 million in payroll over a 3 year period and limit such tax to 1% of an employer's gross receipts. Stop Corporate Inversions Act H.R. 8268 ; S. 4275 - Makes changes to corporate taxes to disincentivize offshoring CEO Accountability & Responsibility Act H.R. 1284 - Increases the corporate income tax rate for publicly traded corporations that pay their chief executive officers or highest paid employees more than 100 times the median compensation of all their U.S. employees or that increase the number of contracted or foreign employees. Ending Wall Street Tax Giveaway Act; H.R. 2686 - Modify the tax treatment of carried interest Medicare & Social Security Fair Share Act H.R. 4535 ; S. 1174 - Increase funding for the Social Security and Medicare trust funds by extending the payroll tax on wages, self-employment income, and investment income to taxpayers with earnings exceeding $400,000. Corporate Tax Dodging Prevention Act H.R. 7933; S. 4098 - Makes changes to prevent corporations dodging federal taxes American Innovation & Jobs Act H.R. 2673;S. 866 - Eliminate the five-year amortization requirement for research and experimental expenditures, thus allowing continued expensing of such expenditures in the taxable years in which they are incurred. Death Tax Repeal Act H.R. 7035; S. 1108 - Repeal of the estate and generation-skipping transfer taxes. It also sets forth conforming amendments related to the gift tax. Main Street Tax Certainty Act H.R. 4721; S. 1706 - Makes permanent the tax deduction for qualified business income TCJA Permanency Act H.R. 976 - Makes permanent the Tax Cuts and Jobs Act Saving Gig Economy Taxpayers Act H.R. 190 - This bill modifies requirements for third party settlement organizations to eliminate their reporting requirement with respect to the transactions of their participating payees unless they have earned more than $20,000 on more than 200 separate transactions in an applicable tax period. ALIGN Act H.R. 2406 - This bill makes permanent the expensing of certain new business equipment. Expensing allows the deduction of the full amount of an expense item in the same taxable year. FairTax Act H.R. 25 - This bill creates a national sales tax on the use or consumption in the United States of taxable property or services in lieu of the current income taxes, payroll taxes, and estate and gift taxes. Defending American Jobs & Investment Act H.R. 3665 - provides for the enforcement of remedies against foreign countries that have extraterritorial or discriminatory taxes. Small Business Growth Act H.R. 3661 - This bill increases from $1 million to $2 million to the limitation on expensing of depreciable business assets. It also increases the asset threshold amount used to reduce the expensing limitation. American Investment in Manufacturing Act H.R. 2788 - This bill makes permanent the allowance for depreciation, amortization, or depletion for purposes of determining the income limitation on the tax deduction for business interest. Permanently Repeal the Estate Tax Act H.R. 338 - Repeals the federal estate tax, effective for estates of decedents dying after December 31, 2022. Billionaires Income Tax Act - S. 3367 Imposes new taxes on taxpayers with high incomes Carried Interest Fairness Act - S. 4123 Eliminated Carried Interest loophole Paying a Fair Share Act S. 1173 - Requires an individual taxpayer whose adjusted gross income exceeds $1 million (high-income taxpayer) to pay a minimum tax rate of 30% of the excess of the taxpayer's adjusted gross income over the taxpayer's modified charitable contribution deduction for the taxable year (tentative fair share tax) Ending the Carried Interest Loophole Act S. 3317 - Ends the carried interest loophole Stock Buyback Accountability Act S. 413 - Increase stock buy back taxes Wall Street Tax Act S. 2491 - Create a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives Stop Subsidizing Giant Mergers Act S.4011 - Eliminates the deferral of tax for shareholders who receive stock through corporate mergers, acquisitions, or transfers involving corporations with annual gross receipts exceeding $500 million over the three preceding taxable year period. Book Minimum Tax Repeal Act S. 1559 - Repeals the 15% alternative tax on the financial statement (i.e., book) income of certain corporations. The tax applies to companies that report over $1 billion in profits to their shareholders. Small Business Growth Act S. 2609 - This bill increases from $1 million to $2.5 million the limitation on expensing of depreciable business assets. It also increases the asset threshold amount used to reduce the expensing limitation. Carbon Aviation Tax Act S. 2378 - Imposes jet fuel taxes on private jets
Client expense: $540,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office
2024 · fourth_quarter · Insurance
General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
Revenues from fair taxes HR 9495- Stop Terror-Financing and Tax Penalties on American Hostages Act S 738, HR 4963- Tax Fairness for Workers Act, Individual tax deduction for union dues S 737, HR 5456- No Tax Breaks for Union Busting Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 HR 680 and other bills- SALT, Tax Relief for Middle Class Families Act S 357, HR 884- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax, For the 99.5% Act S 3367- Billionaires Income Tax HR 6498- Billionaire Minimum Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act HR 339, HR 7160- SALT, SALT Marriage Penalty Elimination Act HR 1326- SALT, Supporting Americans with Lower Taxes Act HR 2555- SALT- Securing Access to Lower Taxes by Ensuring Deductibility Act Employer Sponsored Insurance Health Tax Exclusion Estate Tax and Child Care Trust Fund
Client expense: $670,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 2676, For the 99.5 Percent Act; S. 1178, For the 99.5 Percent Act; H.R. 6498, Billionaire Minimum Income Tax Act; S. 3367, Billionaires Income Tax Act; H.R. 4919, Oligarch Act of 2023; H.R. 4889, Raise the Wage Act of 2023; S. 2488, Raise the Wage Act of 2023; H.R. 9873, To amend the Fair Labor Standards Act of 1938 and the Internal Revenue Code of 1986 to make certain modifications in relation to the minimum wage; Proposal to equalize capital gains and earned income tax rates for high earners; Proposal to protect IRS funding in the budget; Proposal to impose a withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability; Proposal to reform stepped up basis.
Client expense: $70,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · fourth_quarter · Taxation/Internal Revenue Code
1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill 11. Proposals to extend the Tax Cuts and Jobs Act of 2017
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill 11. Proposals to extend the Tax Cuts and Jobs Act of 2017
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · third_quarter · Taxation/Internal Revenue Code
Issue: Ordinary treatment of bonds. Issue: Implementation of corporate minimum tax in Inflation Reduction Act of 2022. Issue: Ordinary treatment bill - Secure Family Futures Act of 2023, or H.R. 5707 Issue: Life Insurance Tax Stabilization Proposal (no bill introduced yet) Issue: S. 3367, Billionaires Income Tax Act, Sen. Wyden (D-OR) Issue: Private Placement Life Insurance (no bill introduced yet) Issue: Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet) Issue: TCJA reauthorization
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · third_quarter · Taxation/Internal Revenue Code
S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act S 3367, HR 6498- Billionaires Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act General- Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 S 4098, HR 7933- Corporate Tax Dodging Prevention Act HR 3390, HR 680 and others- SALT; SALT Marriage Penalty Elimination Act HR 1326- SALT; Supporting Americans with Lower Taxes Act HR 2555- SALT; Security Access to Lower Taxes by Ensuring Deductibility Act Carried Interest Fairness Act Employer Sponsored Insurance Health Tax Exclusion
Client expense: $720,000 · Firm income: Not reported
2024 · third_quarter · Taxation/Internal Revenue Code
H.R. 2676, For the 99.5 Percent Act; S. 1178, For the 99.5 Percent Act; H.R. 6498, Billionaire Minimum Income Tax Act; S. 3367, Billionaires Income Tax Act; H.R. 4919, Oligarch Act of 2023; H.R. 4889, Raise the Wage Act of 2023; S. 2488, Raise the Wage Act of 2023; H.R. 9873, To amend the Fair Labor Standards Act of 1938 and the Internal Revenue Code of 1986 to make certain modifications in relation to the minimum wage; Proposal to equalize capital gains and earned income tax rates for high earners; Proposal to protect IRS funding in the budget; Proposal to impose a withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability.
Client expense: $70,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · third_quarter · Insurance
General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act
Client expense: $50,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
Issue: Ordinary treatment of bonds. Issue: Implementation of corporate minimum tax in Inflation Reduction Act of 2022. Issue: Ordinary treatment bill - Secure Family Futures Act of 2023, or H.R. 5707 Issue: Life Insurance Tax Stabilization Proposal (no bill introduced yet) Issue: S. 3367, Billionaires Income Tax Act, Sen. Wyden (D-OR) Issue: Private Placement Life Insurance (no bill introduced yet) Issue: Wyden Tax Wealth Like Wages (mark-to-market) discussion paper (no bill introduced yet)
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · second_quarter · Taxation/Internal Revenue Code
S 357, HR 884- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act S 1178, HR 2676, Estate Tax, For the 99.5% Act S 3367- Billionaires Minimum Income Tax HR 6498- Billionaire Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues, Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 S 4098, HR 7933- Corporate Tax Dodging Prevention Act HR 339, HR 7160- SALT, SALT Marriage Penalty Elimination Act HR 680- SALT, Tax Relief for Middle Class Families Act HR 1326- SALT, Supporting Americans with Lower Taxes Act HR 2555- SALT, Securing Access to Lower Taxes by Ensuring Deductibility S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP) Carried Interest Fairness Act Employer Sponsored Insurance Health Tax Exclusion HR 8915- Education and Workforce Freedom Act
Client expense: $680,000 · Firm income: Not reported
2024 · second_quarter · Taxation/Internal Revenue Code
1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill 11. Proposals to extend the Tax Cuts and Jobs Act of 2017
Client expense: $90,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · second_quarter · Taxation/Internal Revenue Code
H.R. 6498, Billionaire Minimum Income Tax Act; S. 3367, Billionaires Income Tax Act; H.R. 4919, Oligarch Act of 2023; H.R. 4889, Raise the Wage Act of 2023; S. 2488, Raise the Wage Act of 2023; Proposal to raise minimum wage and change income tax brackets; Proposal to equalize capital gains and earned income tax rates for high earners; Issues related to protecting IRS funding in the budget; Proposal to impose withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability; Adaption of Babies Over Billionaires Act;
Client expense: $70,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · second_quarter · Insurance
General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act
Client expense: $45,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858, Social Security Overpayment Relief Act, entire bill
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2024 · first_quarter · Taxation/Internal Revenue Code
S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act S 3367- Billionaires Minimum Income Tax HR 6498- Billionaire Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 HR 339, HR 7160- SALT; SALT Marriage Penalty Elimination Act HR 680- SALT; Tax Relief for Middle Class Families Act HR 1326- SALT; Supporting Americans with Lower Taxes Act HR 2555- SALT; Securing Access to Lower Taxes by Ensuring Deductibility H Res 994- SALT S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)
Client expense: $690,000 · Firm income: Not reported
2024 · first_quarter · Taxation/Internal Revenue Code
H.R. 6498, Billionaire Minimum Income Tax Act; S. 3367, Billionaires Income Tax Act; H.R. 4919, Oligarch Act of 2023; H.R. 4889, Raise the Wage Act of 2023; S. 2488, Raise the Wage Act of 2023; Proposal to raise minimum wage and change income tax brackets; Proposal to equalize capital gains and earned income tax rates for high earners; IRS funding; Proposal to impose withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability; Adaption of Babies Over Billionaires Act.
Client expense: $70,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2024 · first_quarter · Insurance
General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act
Client expense: $45,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
Issue: Ordinary treatment of bonds. Issue: Implementation of corporate minimum tax in Inflation Reduction Act of 2022. Issue: Ordinary treatment bill - Secure Family Futures Act of 2023, or H.R. 5707 Issue: Life Insurance Tax Stabilization Proposal (no bill introduced yet) Issue: S. 3367, Billionaires Income Tax Act, Sen. Wyden (D-OR)
Client expense: $400,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2023 · fourth_quarter · Taxation/Internal Revenue Code
S 357, HR 884- International tax incentives for outsourcing and rages; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act HR 6498- Billionaire Minimum Income Tax Act S 3367- Billionaires Income Tax Act Wealth Surtax; Ultra-Millionaire Tax Act Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 339- SALT: SALT Marriage Penalty Elimination Act HR 680, HR 1326, HR 2555- SALT: Tax Relief for Middle Class Families Act HR 1326- SALT: Supporting Americans with Lower Taxes Act HR 2555- SALT: Securing Access to Lower Taxes by Ensuring Deductibility Act HR 3936- Tax Cuts for Working Families Act HR 3937- Small Business Jobs Act HR 3938- Build it in America Act S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)
Client expense: $610,000 · Firm income: Not reported
2023 · fourth_quarter · Taxation/Internal Revenue Code
1. H.R. 34, Assuring Medicares Promise Act of 2023, entire bill 2. S. 1174, Medicare and Social Security Fair Share Act, entire bill 3. Proposals to disallow deductions for expenditures regarding collective bargaining organizing 4. H.R. 3936, Tax Cuts for Working Families Act, entire bill 5. H.R. 3937, Small Business Jobs Act, entire bill 6. H.R. 3938, Build It in America Act, entire bill 7. H.R. 6498, Billionaire Minimum Income Tax Act, entire bill 8. S. 3367, Billionaire Income Tax Act, entire bill 9. S. 2741,Surviving Widow(er) Income Fair Treatment Act of 2023 or SWIFT Act, entire bill 10. H.R. 6858,
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 6498, Billionaire Minimum Income Tax Act; S. 3367, Billionaires Income Tax Act; H.R. 4919, Oligarch Act of 2023; S. 2488/H.R. 4889, Raise the Wage Act of 2023; Proposal to raise minimum wage and change income tax brackets; Proposal to equalize capital gains and earned income tax rates for high earners; IRS funding; Proposal to impose excise tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability; Adaption of Babies Over Billionaires Act.
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2023 · fourth_quarter · Insurance
General Issues pertaining to Life Insurance US S. 3367: Billionaires Income Tax Act US S. 1706: Main Street Tax Certainty Act US H.R. 4721: Main Street Tax Certainty Act US S. 1178: For the 99.5 Percent Act US H.R. 2676: For the 99.5 Percent Act
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Democratic |
| MI |
| Edward J. Markey | Democratic | MA |
| Elizabeth Warren | Democratic | MA |
| Jack Reed | Democratic | RI |
| Jeff Merkley | Democratic | OR |
| John Fetterman | Democratic | PA |
| Laphonza R. Butler | Democratic | CA |
| Martin Heinrich | Democratic | NM |
| Mazie K. Hirono | Democratic | HI |
| Peter Welch | Democratic | VT |
| Robert P. Casey, Jr. | Democratic | PA |
| Sheldon Whitehouse | Democratic | RI |
| Sherrod Brown | Democratic | OH |
| Tammy Baldwin | Democratic | WI |
| Tammy Duckworth | Democratic | IL |
| Tina Smith | Democratic | MN |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE