Billionaires Income Tax Act

S.788 HOPE for Homeownership Act S. 4085 Take Back Our Hospitals Act H.R.7920 Take Back Our Hospitals Act Crypto tax policy S. 4246 Ultra-Millionaire Tax Act H.R.8085 Ultra-Millionaire Tax Act H.R. 5336 Equal Tax Act S. 4122 Equal Tax Act S. 3956 Make Billionaires Pay Their Fair Share Act H.R. 7767 Make Billionaires Pay Their Fair Share Act Carried Interest Loophole S. 4083 Working Americans' Tax Cut Act HR 7937 Working Americans' Tax Cut Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" S. 1576 Stop Subsidizing Multimillion Dollar Corporate Bonuses Act IRS enforcement funding Curtailing Executive Overcompensation (CEO) Act Stock buybacks Executive compensation Wealth Tax Financial Transaction Tax corporate minimum tax loophole for private equity IRS Enforcement funding

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H. Con. Res. 14, FY25 Budget Resolution - Budget resolution and reconciliation H.R.1, One Big Beautiful Bill - Budget reconciliation re taxes, cuts to Medicaid, SNAP, and other programs No Tax Breaks for Outsourcing Act H.R. 995 S. 409 - Makes changes to various tax provisions to discourage offshoring of jobs S.2845, Billionaires Income Tax Act - new taxes for high wealth individuals Death Tax Repeal Act H.R. 1301 S. 587 - This bill repeals 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. 703 S. 213 - This bill makes permanent the tax deduction for qualified business income TCJA Permanency Act H.R. 137 - Makes permanent the Tax Cuts and Jobs Act Taxes - Administrations tax policies and budget Fueling Alternative Transportation with a Carbon Aviation Tax S. 173 - Imposes jet fuel taxes on private jets Carried Interest Fairness Act H.R. 1091 S. 445 - Eliminated Carried Interest loophole No Tax Breaks for Union Busting Act H.R. 5456 S. 737 - Makes changes to the tax code to disincentivize writing off expenses related to union busting taxes H.R.609 Assuring Medicares Promise Act of 2025 - Makes changes to ensure Medicare solvency H.R. 451, S. 96 Fair PREP Act of 2025 - Repealing direct file program Millionaires Surtax Act (not intro'd) - places a surtax on millionaires Fair Trust Withholding Act - amends estate tax and other estate planning tax related issues HR 6438 Robinhood Act - taxes the loans taken out by the ultra wealthy that are backed by capital assets Stop CHEATERs Act - Appropriates mandatory funding to the IRS and increase enforcement on wealthy taxpayers Equal Tax Act HR 5336 - Equalizes tax rates among different types of income Make Billionaires Pay Their Fair Share Act - Creates a wealth tax for billionaires Ultra Millionaires Tax Act - Creates a wealth tax for ultra millionaires and billionaires Wall Street Tax Act S. 2127, HR 4035 - Creates a financial transaction tax for wall street Social Security 2100 Act - Adds solvency to Social Security

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

Graduated Corporate Tax Act, Proposed legislation H.R.7937/S.4083, Working Americans Tax Cut Act, Entirety H.R.5298/S.2818, Tax Excessive CEO Pay Act, Entirety No Crypto in Social Security Act, Entirety H.R.3140/S.1576, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act, Entirety S.413 (118th), Stock Buyback Accountability Act, Entirety H.R.3694 (118th), Reward Work Act, Entirety H.R.7937/S.4083, Working Americans' Tax Cut Act, Entirety H.R.5427/S.2845, Billionaires Income Tax Act, Entirety H.R.4035/S.2127, Wall Street Tax Act, Entirety H.R.4119/S.1990 (118th), Tax on Wall Street Speculation Act, Entirety H.R.5336/S.4122, Equal Tax Act, Entirety H.R.8085/S.4246, The Ultra-Millionaire Tax Act, Entirety H.R.7767/S.3956, Make Billionaires Pay Their Fair Share Act, Entirety H.R.1091/S.445, The Carried Interest Fairness Act, Entirety H.R.2692/S.1310, No Tax Breaks for Union Busting Act, Entirety H.R.2671/S.1286, Tax Fairness for Workers Act, Entirety H.R.6438, ROBINHOOD Act, Entirety S.4298, Stop Corporations and High Earners from Avoiding Taxes and Enforce the Rules Strictly Act (Stop CHEATERS Act), Entirety H.R.9175, Tax Clarity for Mining and Staking Act, Entirety H.R.1054, Educators Tax Deduction Modernization Act, Entirety Artificial Intelligence, Taxation DRAFTs Monitor the following: Capital gains and estate tax related issues Medicare and Social Security Fair Share Act, Entirety H.J.Res.142, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025, Entirety

Client expense: $410,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocacy for the Equal Tax Act (H.R. 5336 // S. 4122) (House and Senate) Advocacy for the Billionaires Income Tax Act (H.R. 5427 // S. 2845) (House and Senate) Advocacy for the Fair Trusts for Fiscal Responsibility Act (S. 4490) (Senate) Advocacy for the Restoring Food Security for American Families and Farmers Act (H.R. 6088 // S. 3281) (House and Senate) Advocacy for the Hands Off Medicaid and SNAP Act (H.R. 2753) (House) Advocacy for the Protecting Health Care and Lowering Costs Act (S. 2556) (Senate) Advocacy for the American Family Act (S.1393 // H.R.2763) (House and Senate) Advocacy for the Billionaires Income Tax Act (H.R.5427 // S. 2845) (House and Senate) Advocacy for the Fair Trusts for Fiscal Responsibility Act (S. 4490) (Senate) Advocacy for the Millionaires Surtax Act (H.R. 8294 // S. 4306) (House and Senate) Advocacy against the Tax Clarity for Mining and Staking Act (H.R. 9175) (House) Advocacy against the Charitable Deductions for Digital Asset Donations (H.R. 9173) (House) Advocacy for taxes on businesses to increase funding for child care, family and medical leave, and aging and disability care (no bill # available) (House and Senate)

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Direct File Act (S. 3948/H.R. 7806), Ultra-Millionaire Tax Act, Stop CHEATERS Act, graduated corporate income tax, Tax Excessive CEO Pay Act (S.2818/H.R. 5298), Curtailing Executive Overcompensation (CEO) Act (S. 3176/H.R. 6191), Stop Subsidizing Multimillion Dollar Corporate Bonuses Act (H.R. 3140, S.1576) Billionaires Income Tax Act (S.2845/H.R.5427),Wall Street Tax Act (S.2127), Equal Tax Act (HR5336), Ultra-Millionaire Tax (S.4246), S.3956.

Client expense: $99,577 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Issues related to H. Con. Res. 14 - Concurrent Resolution Establishing the Congressional Budget for Fiscal Year 2025 and Setting Forth Appropriate Budgetary Levels for Fiscal Years 2026 Through 2034 Issues related to S. 4279 - Protecting Proper Life Insurance from Abuse Act and Private Placement Life Insurance H.R. 2547 / S. 1335 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Rate Reduction Act H.R. 1 / Public Law 119-21 - One Big Beautiful Bill Act Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act H.R. 6324 - Retirement Simplification and Clarity Act H.R. 2696 / S. 1526 - Retirement Savings for Americans Act of 2025 H.R. 8867 - Planning for Long-Term Aging Needs (PLAN) Act H.R. 6438 / S. 4662 - Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt Act, or the ROBINHOOD Act Joint Trades Letter to Sens. Moran and Van Hollen re: S. 4498 / ABLE Tomorrow Act

Client expense: $490,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S.213 - Main Street Tax Certainty Act H.R.703 - Main Street Tax Certainty Act H.R. 1301 - Death Tax Repeal Act S. 587 - Death Tax Repeal Act of 2025 H.R. 7187 - The Clarity for Compensation Act H.R. 1 - One Big Beautiful Bill Act S.2845 - Billionaires Income Tax Act H.R.5427 - Billionaires Income Tax Act S. 4279 - Protecting Proper Life Insurance from Abuse Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Implementation of H. Con.Res. 14, A concurrent resolution establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Issues related to Private Placement Life Insurance H.R.2547 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Reduction Act H. R. 1 / Public Law No. 119-21 - One Big Beautiful Bill Act Issues related to Trump Account Implementation Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act Issues related to proposed rule on Alternative Assets in 401k H.R.6324 - Retirement Simplification and Clarity Act

Client expense: $850,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S.788 HOPE for Homeownership Act S. 4085 Take Back Our Hospitals Act H.R.7920 Take Back Our Hospitals Act Crypto tax policy S. 4246 Ultra-Millionaire Tax Act H.R.8085 Ultra-Millionaire Tax Act H.R. 5336 Equal Tax Act S. 4122 Equal Tax Act S. 3956 Make Billionaires Pay Their Fair Share Act H.R. 7767 Make Billionaires Pay Their Fair Share Act Carried Interest Loophole S. 4083 Working Americans' Tax Cut Act HR 7937 Working Americans' Tax Cut Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act "H.R. 3140, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act" S. 1576 Stop Subsidizing Multimillion Dollar Corporate Bonuses Act IRS enforcement funding Curtailing Executive Overcompensation (CEO) Act Stock buybacks Executive compensation Wealth Tax Financial Transaction Tax corporate minimum tax loophole for private equity IRS Enforcement funding

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocating for efforts to repeal the One Big Beautiful Bill Act, including Restoring Food Security for American Families and Farmers Act (H.R.6088) and the Hands Off Medicaid and SNAP Act (H.R.2753). (House and Senate) Advocating for the Direct File Act of 2026 (S.3948) (Senate) Advocacy for increased progressivity in the tax code to meet the needs of women and families, including the Billionaires Income Tax (H.R.5427, S.2845), Equal Tax Act (H.R.5336, S.4122), and the Ultra-Millionaire Tax Act (H.R.7749) (House and Senate)

Client expense: $85,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Graduated Corporate Tax Act, Proposed legislation H.R.7937/S.4083, Working Americans Tax Cut Act, Entirety Public Law 119-21, To provide for reconciliation pursuant to title II of H. Con. Res. 14, Tax and Education related issues, including Keep Public Funds in Public Schools Act (draft bill) H.R.5298/S.2818, Tax Excessive CEO Pay Act, Entirety No Crypto in Social Security Act, Entirety H.J.Res.142, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025, Entirety H.R.5019, CEO Accountability and Responsibility Act, Entirety H.R.6191/S.3176 (118th), Curtailing Executive Overcompensation Act (CEO Act), Entirety H.R.3140/S.1576, Stop Subsidizing Multimillion Dollar Corporate Bonuses Act, Entirety S.413 (118th), Stock Buyback Accountability Act, Entirety H.R.3694 (118th), Reward Work Act, Entirety H.R.7937/S.4083, Working Americans' Tax Cut Act, Entirety H.R.5427/S.2845, Billionaires Income Tax Act, Entirety H.R.4035/S.2127, Wall Street Tax Act, Entirety H.R.4119/S.1990 (118th), Tax on Wall Street Speculation Act, Entirety H.R.5336/S.4122, Equal Tax Act, Entirety H.R.8085/S.4246, The Ultra-Millionaire Tax Act, Entirety H.R.7767/S.3956, Make Billionaires Pay Their Fair Share Act, Entirety H.R.1091/S.445, The Carried Interest Fairness Act, Entirety S.3317 (118th), Ending the Carried Interest Loophole Act, Entirety H.R.2692/S.1310, No Tax Breaks for Union Busting Act, Entirety H.R.2671/S.1286, Tax Fairness for Workers Act, Entirety Monitor the following: S.2778, Tax Cut for Striking Workers Act H.R.1054, Educators Expense Deduction Modernization Act of 2025, Entirety Protecting Employees and Retirees in Business Bankruptcies Act, Entirety Capital gains and estate tax related issues Medicare and Social Security Fair Share Act, Entirety

Client expense: $490,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 8085, S 4262- Ultra-Millionaire Tax Act HR 7767, S 3956- Make the Billionaires Pay Their Fair Share Act S 4279, Fair Trusts for Fiscal Responsibility Act HR 5336, S 4122- Equal Tax Act Stop Cheaters Act Graduated Corporate Tax Rate S 2845, HR 5427- Billionaires Income Tax S 409, HR 995- Tax benefits for outsourcing profits/assets: No Tax Breaks for Outsourcing Act For the 99.5% Act Millionaires Surtax Act S 1310, HR 2692- No Tax Breaks for Union Busting Act

Client expense: $600,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H. Con. Res. 14, FY25 Budget Resolution - Budget resolution and reconciliation H.R.1, One Big Beautiful Bill - Budget reconciliation re taxes, cuts to Medicaid, SNAP, and other programs No Tax Breaks for Outsourcing Act H.R. 995 S. 409 - Makes changes to various tax provisions to discourage offshoring of jobs S.2845, Billionaires Income Tax Act - new taxes for high wealth individuals Death Tax Repeal Act H.R. 1301 S. 587 - This bill repeals 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. 703 S. 213 - This bill makes permanent the tax deduction for qualified business income TCJA Permanency Act H.R. 137 - Makes permanent the Tax Cuts and Jobs Act Taxes - Administrations tax policies and budget Fueling Alternative Transportation with a Carbon Aviation Tax S. 173 - Imposes jet fuel taxes on private jets Carried Interest Fairness Act H.R. 1091 S. 445 - Eliminated Carried Interest loophole No Tax Breaks for Union Busting Act H.R. 5456 S. 737 - Makes changes to the tax code to disincentivize writing off expenses related to union busting taxes H.R.609 Assuring Medicares Promise Act of 2025 - Makes changes to ensure Medicare solvency H.R. 451, S. 96 Fair PREP Act of 2025 - Repealing direct file program Millionaires Surtax Act (not intro'd) - places a surtax on millionaires Fair Trust Withholding Act - amends estate tax and other estate planning tax related issues 23518 characters remaining HR 6438 Robinhood Act - taxes the loans taken out by the ultra wealthy that are backed by capital assets Stop CHEATERs Act - Appropriates mandatory funding to the IRS and increase enforcement on wealthy taxpayers Equal Tax Act HR 5336 - Equalizes tax rates among different types of income Make Billionaires Pay Their Fair Share Act - Creates a wealth tax for billionaires Ultra Millionaires Tax Act - Creates a wealth tax for ultra millionaires and billionaires Wall Street Tax Act S. 2127, HR 4035 - Creates a financial transaction tax for wall street Social Security 2100 Act - Adds solvency to Social Security

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

H.R.4966 - Stop Price Gouging in Grocery Stores Act of 2025 H.J. Res. 142 Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025. S.J. Res 102 A joint resolution disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025. H.R.7749/S. 4017 - Ultra-Millionaire Tax Act of 2024 Millionaire Surtax Act H.R.7937/S4083- Working Americans Tax Cut Act S.3956 - Make Billionaires Pay Their Fair Share Act H.R.5336 /S4122 - Equal Tax Act S.445/ HR 1091 - Carried Interest Fairness Act of 2025 H.R.995 - No Tax Breaks for Outsourcing Ac S.2845 - Billionaires Income Tax Act

Client expense: $880,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5336/S. 4122 - Equal Tax Act; S. 2845/H.R. 5427 - Billionaires Income Tax Act; H.R. 5298/S. 2818 - Tax Excessive CEO Pay Act of 2025; H.R. 8085/S. 4246 - Ultra Millionaire Tax Act of 2026; S. 4083/H.R. 7937 - Working Americans' Tax Cut Act; S. 3956/H.R. 7767 - Make Billionaires Pay Their Fair Share Act; FAST Tax bill, a bill to impose a retrospective tax on capital gains to achieve the same economic result with the one-time tax in the year of sale as an annual tax on economic gains (not yet introduced); Fair Trusts Tax bill, a bill to impose a withholding tax on trust-held wealth creditable against future estate or GST tax liability attributable to that wealth; A bill to replace the current estate/gift/GST tax system with a system that includes inheritances in income (not yet introduced); Proposal for excise tax on large employers that pay compensation less than the basic cost of living.

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Direct File Act of 2026, Disclosure of Tax Havens and Offshoring Act, Tax Excessive CEO Pay Act (S.2818/H.R. 5298), Curtailing Executive Overcompensation (CEO) Act (S. 3176/H.R. 6191), Billionaires Income Tax Act (S.2845/H.R.5427), Wall Street Tax Act (S.2127/H.R.4035), Equal Tax Act (H.R. 5336), AI tax issues, Ultra-Millionaire Tax Act.

Client expense: $100,382 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.213 - Main Street Tax Certainty Act H.R.703 - Main Street Tax Certainty Act H.R. 1301 - Death Tax Repeal Act S. 587 - Death Tax Repeal Act of 2025 H.R. 7187 - The Clarity for Compensation Act H.R. 1 - One Big Beautiful Bill Act S.2845 - Billionaires Income Tax Act H.R.5427 - Billionaires Income Tax Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 6438- Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt (ROBINHOOD) Act HR 5336- Equal Tax Act S 409, HR 995- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act For the 99.5% Act; taxing estates S 2845, HR 5427- Billionaires Income Tax; taxing ultrawealthy Billionaire Minimum Income Tax; taxing ultrawealthy Raise tax rates on top earners; Tax unrealized capital gains, Tax investment income at the same rates as wages Tax the rich; Oppose new costly, inefficient tax cuts; oppose tax policies that increase tax breaks for richest taxpayers; close existing tax loopholes for wealthiest Americans; Support higher taxes on wealthy Graduated Corporate Tax Rate; taxing corporations Fair Trusts for Fiscal Responsibility Act of 2025; taxing trusts Ultramillionaires Tax Act; taxing ultrawealthy Financial transaction taxes Eliminate OBBB's tax giveaways to individuals with Incomes >$10 million; $100 million; $1 Billion S 1690, HR 3171 Medicare and Social Security Fair Share Tax S 1286, HR 2671- Tax Fairness for Workers Act; Deduction for union dues and unreimbursed workplace expenses S 1310, HR 2692- No Tax Breaks for Union Busting Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act HR 1340- Tax on the Wealthy HR 5335- Taxing the wealthy S 2818, HR 5298- Taxing corporations with excessive CEO pay Ensure wealthy and corporations pay their fair share of taxes, enact progressive loophole closing tax laws for wealthy and corporations; raise revenues via equitable and fair tax policies ESI Health Benefits Tax Exclusion Digital Assets related tax loopholes

Client expense: $700,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Billionaires Income Tax Act (S. 2845/H.R. 5427)(This bill would restrict the use of private placement life insurance) H.R. 2547 Secure Family Futures Act (Ordinary treatment bill) Life Insurance Tax Stabilization Proposal (no bill introduced yet) Ordinary Treatment of Bonds (Senate Wyden Modernization of Derivatives Act) Issues related to the tax treatment of life insurance reserves and deferred acquisition costs (DAC) Issues related to the reduction or elimination of state and local tax deductions for businesses.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H. Con. Res. 14, FY25 Budget Resolution - Budget resolution and reconciliation H.R.1, One Big Beautiful Bill - Budget reconciliation re taxes, cuts to Medicaid, SNAP, and other programs No Tax Breaks for Outsourcing Act H.R. 995 S. 409 - Makes changes to various tax provisions to discourage offshoring of jobs S.2845, Billionaires Income Tax Act - new taxes for high wealth individuals Death Tax Repeal Act H.R. 1301 S. 587 - This bill repeals 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. 703 S. 213 - This bill makes permanent the tax deduction for qualified business income TCJA Permanency Act H.R. 137 - Makes permanent the Tax Cuts and Jobs Act Taxes - Administrations tax policies and budget Fueling Alternative Transportation with a Carbon Aviation Tax S. 173 - Imposes jet fuel taxes on private jets Carried Interest Fairness Act H.R. 1091 S. 445 - Eliminated Carried Interest loophole No Tax Breaks for Union Busting Act H.R. 5456 S. 737 - Makes changes to the tax code to disincentivize writing off expenses related to union busting taxes H.R.609 Assuring Medicares Promise Act of 2025 - Makes changes to ensure Medicare solvency H.R. 451, S. 96 Fair PREP Act of 2025 - Repealing direct file program Millionaires Surtax Act (not intro'd) - places a surtax on millionaires Fair Trust Withholding Act - amends estate tax and other estate planning tax related issues 23518 characters remaining HR 6438 Robinhood Act - taxes the loans taken out by the ultra wealthy that are backed by capital assets

Client expense: $33,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

H.R. 1301 / S. 587 - Death Tax Repeal Act of 2025 Implementation of H. Con.Res. 14, A concurrent resolution establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Issues related to Private Placement Life Insurance H.R.2547 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Reduction Act H. R. 1 / Public Law No. 119-21 - One Big Beautiful Bill Act Issues related to H.R. 5427 / S. 2845 - Billionaires Income Tax Act

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 6438- Redistribution of Billions by Instituting New High-Income Obligations on Overlooked Debt (ROBINHOOD) Act HR 5336- Equal Tax Act S 409, HR 995- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act For the 99.5% Act; taxing estates S 2845, HR 5427- Billionaires Income Tax; taxing ultrawealthy Billionaire Minimum Income Tax; taxing ultrawealthy Raise tax rates on top earners; Tax unrealized capital gains, Tax investment income at the same rates as wages Tax the rich; Oppose new costly, inefficient tax cuts; oppose tax policies that increase tax breaks for richest taxpayers; close existing tax loopholes for wealthiest Americans; Support higher taxes on wealthy Graduated Corporate Tax Rate; taxing corporations Fair Trusts for Fiscal Responsibility Act of 2025; taxing trusts Ultramillionaires Tax Act; taxing ultrawealthy Financial transaction taxes Eliminate OBBB's tax giveaways to individuals with Incomes >$10 million; $100 million; $1 Billion S 1690, HR 3171 Medicare and Social Security Fair Share Tax S 1286, HR 2671- Tax Fairness for Workers Act; Deduction for union dues and unreimbursed workplace expenses S 1310, HR 2692- No Tax Breaks for Union Busting Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act HR 1340- Tax on the Wealthy HR 5335- Taxing the wealthy S 2818, HR 5298- Taxing corporations with excessive CEO pay Ensure wealthy and corporations pay their fair share of taxes, enact progressive loophole closing tax laws for wealthy and corporations; raise revenues via equitable and fair tax policies ESI Health Benefits Tax Exclusion Digital Assets related tax loopholes

Client expense: $690,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 5336 - Equal Tax Act; S 2845/HR 5427 - Billionaires Income Tax Act; HR 5298/S 2818 - Tax Excessive CEO Pay Act of 2025; A bill to fully exempt income taxes up to $45,000 and institute a surtax on incomes over $1 million (not yet introduced); A bill to impose a withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability (not yet introduced); A bill to replace the current estate and gift tax system with an inheritance tax (not yet introduced); A bill to impose increasing rates of tax to capital gains based on the length of the holding period, along with an option to pay tax annually at preferential rates on a market-to-market basis (not yet introduced).

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1 One Big Beautiful Bill Act S.2818 Tax Excessive CEO Pay Act of 2025 H.R.5298 Tax Excessive CEO Pay Act of 2025 S.2845 Billionaires Income Tax Act H.R.5427 Billionaires Income Tax Act IRS enforcement funding Executive compensation Wealth Tax IRS Enforcement funding

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocacy against the One Big Beautiful Bill Act (House and Senate) Advocacy for expanding refundable tax credits that benefit women and families including Child Tax Credit, Child and Dependent Care Tax Credit (House and Senate) Advocacy for increased progressivity in the tax code to meet the needs of women and families (House and Senate) Advocacy for Billionaires Income Tax Act, S.2845 (Senate) Advocacy for Equal Tax Act, H.R.5336 (House)

Client expense: $75,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H. Con. Res. 14, FY25 Budget Resolution - Budget resolution and reconciliation H.R.1, One Big Beautiful Bill - Budget reconciliation re taxes, cuts to Medicaid, SNAP, and other programs No Tax Breaks for Outsourcing Act H.R. 995 S. 409 - Makes changes to various tax provisions to discourage offshoring of jobs S.2845, Billionaires Income Tax Act - new taxes for high wealth individuals Death Tax Repeal Act H.R. 1301 S. 587 - This bill repeals 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. 703 S. 213 - This bill makes permanent the tax deduction for qualified business income TCJA Permanency Act H.R. 137 - Makes permanent the Tax Cuts and Jobs Act Taxes - Administrations tax policies and budget Fueling Alternative Transportation with a Carbon Aviation Tax S. 173 - Imposes jet fuel taxes on private jets Carried Interest Fairness Act H.R. 1091 S. 445 - Eliminated Carried Interest loophole No Tax Breaks for Union Busting Act H.R. 5456 S. 737 - Makes changes to the tax code to disincentivize writing off expenses related to union busting taxes H.R.609 Assuring Medicares Promise Act of 2025 - Makes changes to ensure Medicare solvency H.R. 451, S. 96 Fair PREP Act of 2025 - Repealing direct file program Millionaires Surtax Act (not intro'd) - places a surtax on millionaires Fair Trust Withholding Act - amends estate tax and other estate planning tax related issues

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, White House Office

Revenues from fair taxes S 409, HR 995- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act For the 99.5% Act S 2845, HR 5427- Billionaires Income Tax Billionaire Minimum Income Tax Graduated Corporate Tax Rate Fair Trusts for Fiscal Responsibility Act of 2025 Millionaires Surtax Act Financial transaction taxes Eliminate OBBB's tax giveaways to individuals with incomes greater than $10 million; $100 million; $1 billion S 1690, HR 3171- Medicare and Social Security Fair Share Tax S 1286, HR 2671- Tax Fairness for Workers Act S 1310, HR 2692- No Tax Breaks for Union Busting Act S 129- No Tax on Tips Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act SALT ESI Health Benefits Tax Exclusion S 2818, HR 5298- Tax Excessive CEO Pay Act

Client expense: $750,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 5336 - Equal Tax Act; S 2845/HR 5427 - Billionaires Income Tax Act; HR 5298/S 2818 - Tax Excessive CEO Pay Act of 2025; A bill to fully exempt income taxes up to $45,000 and institute a surtax on incomes over $1 million (not yet introduced); A bill to impose a withholding tax on large accumulations of trust-held wealth creditable against future wealth transfer tax liability (not yet introduced); A bill to increase tax rates on capital gains based on the length of the holding period (not yet introduced).

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2845 - A bill to amend the Internal Revenue Code of 1986 to eliminate tax loopholes that allow billionaires to defer tax indefinitely through planning strategies such as "buy, borrow, die", to modify over 30 tax provisions so that billionaires are required to pay taxes annually, and for other purposes - in support H.R. 5427 - To amend the Internal Revenue Code of 1986 to eliminate tax loopholes that allow billionaires to defer tax indefinitely through planning strategies such as "buy, borrow, die", to modify over 30 tax provisions so that billionaires are required to pay taxes annually, and for other purposes - in support

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE