Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 5,674 other S bills in the 119th — cohort avg 32d
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 (7)
2026 · third_quarter · Taxation/Internal Revenue Code
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access and employer contributions to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), SSI Restoration Act, disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Seat Elevation in Group 2 Non-Complex Power Wheelchairs, Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Implementation, including disability and medically frail definition for Medicaid Community Engagement Requirement; Veterans STAND Act (H.R. 6835), Veterans SPORTS Act (S. 3138), ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act; community integration
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1, ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $60,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1, ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), SSI Restoration Act, disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Seat Elevation in Group 2 Non-Complex Power Wheelchairs, Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Implementation, including disability and medically frail definition for Medicaid Community Engagement Requirement; Veterans STAND Act (H.R. 6835), Veterans SPORTS Act (S. 3138), ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2026 · first_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Retirement
Improvements to Social Security Act Title II and Title XVI for people with disabilities; Supplemental Security Income program issues, provisions dealing with persons with disabilities; Social Security Disability program issues, provisions dealing with persons with disabilities; S.1234/H.R.2540 - SSI Savings Penalty Elimination Act; H.R.930 - Stop the Wait Act of 2025; H.R.1389 - Marriage Equality for Disabled Adults Act; S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act; We Cant Wait Act (S.3924); SSI Restoration Act (S.4001/H.R.7828).
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)
2026 · first_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1, ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), SSI Restoration Act, disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Seat Elevation in Group 2 Non-Complex Power Wheelchairs, Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Implementation, including disability and medically frail definition for Medicaid Community Engagement Requirement; Veterans STAND Act (H.R. 6835), Veterans SPORTS Act (S. 3138), ABLE Tomorrow Act, the ABLE MATCH Act, and the ABLE Direct Deposit Act
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
2025 · fourth_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $90,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Proposals to expand 529 plan qualified uses to include credentialing programs, and extend 529A ABLE provisions set to expire in 2026; and implementation of and guidance on related provisions enacted in PL 119-21. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.
Client expense: Not reported · Firm income: $50,000
2025 · fourth_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · fourth_quarter · Retirement
Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol, Department of Education Office of Special Education and Rehabilitative Services staffing and enforcement, Public Law 119-21 Medicaid Community Engagement Requirements - disability and medically frail definition
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $20,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Taxation/Internal Revenue Code
Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Proposals to expand 529 plan qualified uses to include credentialing programs, and extend 529A ABLE provisions set to expire in 2026, as included in H.R. 1, One Big Beautiful Bill Act. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.
Client expense: Not reported · Firm income: $50,000
2025 · third_quarter · Civil Rights/Civil Liberties
H.R. 1520/S. 1782 - Charlotte Woodward Organ Transplant Discrimination Prevention Act H.R. 3864 - Protecting Health Care for All Patients Act H.R. 2036/S. 925 - Credit for Caring Act Issues related to Alzheimers disease and implementation of the National Alzheimers Project Act (NAPA) Issues related to Medicaid and HCBS Appropriations for programs and services that benefit the Down syndrome community H.R. 2598/S. 1277 - IDEA Full Funding Act Issues related to the Department of Education and special education services H.R. 3939 - RISE Act H.R. 3265 - Protecting our Students in Schools Act H.R. 1022/S. 402 - Words Matter for the District of Columbia Courts Act H.R. 1436/S. 627 - ENABLE Act H.R. 4771/S. 2438 - Transformation to Competitive Integrated Employment Act H.R. 2540/S. 1234 - SSI Savings Penalty Elimination Act H.R. 4644/S. 2459 - ABLE Employment Flexibility Act Issues related to SSI and SSDI Issues related to employment for individuals with disabilities
Client expense: $50,000 · Firm income: Not reported
2025 · third_quarter · Retirement
Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)
2025 · third_quarter · Health Issues
H.R. 1 - One Big Beautiful Bill Act, provisions related to Medicaid H.R. 869/S.343, Keep Our PACT Act, all provisions H.R. 1436/S.627, ENABLE Act, all provisions H.R. 1520, CharlotteWoodwardOrgan Transplant Discrimination Prevention Act, all provisions H.R. 1570/S.745, EmpoweringFamiliesin Special Education Act, all provisions H.R. 1621, Entrepreneurs with Disabilities Reporting Act of 2025, all provisions H.R. 1634, ThinkDIFFERENTLY About Disability Employment Act, all provisions H.R. 1757/S.73, EMPSA Act, all provisions H.R. 2036/S. 925, CreditforCaring Act of 2025, all provisions H.R. 2491/S.1227, ABC Act, all provisions H.R. 2540/S.1234, SSI Savings Penalty Elimination Act, all provisions H.R. 2560/S.830, Lifespan Respite Care Reauthorization Act of 2025, all provisions H.R. 2598/S.1277, IDEA Full Funding Act, all provisions H.R. 3049, HEADs UP Act of 2025, all provisions H.R. 3939, RISE Act, all provisions H.R. 4086, Autism Family Caregivers Act, all provisions H.R. 4644/S.2459, ABLE Employment Flexibility Act, all provisions H.R.4016, Department of Defense Appropriations Act, 2026, provisions related to funding for the congressionally directed medical research autism research program H.R. 5304, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education H.R. 5342, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2026, provisions related to funding for the Kevin and Avonte's Law Program H.R. 5476/S. 2330, Preparing and Retaining All (PARA) Educators Act, all provisions S. 2354, Commerce, Justice, Science, and Related Agencies Appropriations Act, 2026, provisions related to funding for the Kevin and Avonte's Law Program S. 2572, Department of Defense Appropriations Act, 2026, provisions related to funding for the congressionally directed medical research autism research program S. 2587, Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2026, provisions related to funding autism research and services at the National Institutes of Health, Centers for Disease Control and Prevention, Health Resources and Services Administration; assistive technology programs and special education at the Department of Education Implementation of Public Law 118-80, Autism CARES Act of 2024, all provisions Implementation of Public Law 119-21, One Big Beautiful Bill Act, provisions related to Medicaid A bill not yet introduced to enhance incentives to create accessible and inclusive workplaces A bill not yet introduced to increase housing opportunities for people with disabilities A bill not yet introduced in the Senate to enhance skills related to family caregivers and developmental disabilities A bill not yet introduced related to public safety for people with autism and other developmental disabilities
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), disability marriage penalty, Marriage Equality for Disabled Adults Act (H.R. 1389), Eliminating the Marriage Penalty in SSI Act (H.R. 320/ S.73), home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · third_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, H.R.1436/S.627 (generally, no specific provisions)
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Taxation/Internal Revenue Code
Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Proposals to expand 529 plan qualified uses to include credentialing programs, and extend 529A ABLE provisions set to expire in 2026, as included in H.R. 1, One Big Beautiful Bill Act. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.
Client expense: Not reported · Firm income: $50,000
2025 · second_quarter · Retirement
Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE
Client expense: $90,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · second_quarter · Taxation/Internal Revenue Code
Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act. H.R. 1. H.R. 1439/S. 627, ENABLE Act. H.R. 3574, To amend the Internal Revenue Code of 1986 to permit qualified distributions from section 529 plans for certain transportation and parking expenses.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), disability marriage penalty, home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627), Coverage of Standing Systems in Power Wheelchairs, Adult Changing Tables at U.S. Capitol
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295), H.R. 1
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Medicare/Medicaid
Improved access to SSA benefits for those with Long COVID (generally, so specific legislation) Improved access to claimant medical records (generally, no specific legislation) Ensuring Nationwide Access to Better Life Experience (ENABLE) Act, S.627 (generally, no specific provisions)
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2025 · first_quarter · Taxation/Internal Revenue Code
Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.
Client expense: Not reported · Firm income: $50,000
2025 · first_quarter · Retirement
Improvements to Social Security Act Title II and Title XVI for people with disabilities. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with persons with disabilities. S.1234/H.R.2540 - SSI Savings Penalty Elimination Act H.R.930 - Stop the Wait Act of 2025 H.R.1389 - Marriage Equality for Disabled Adults Act S.1023/H.R.2142 - Social Security Overpayment Relief Act S.627 - Ensuring Nationwide Access to Better Life Experience (ENABLE) Act ENABLE
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Supplemental Security Income Savings Penalty Elimination Act (H.R.2540/ S.1234), disability marriage penalty, home and community-based services, Individuals with Disabilities Act (P.L. 101-336), ENABLE Act (H.R.1436/S.627),
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
ENABLE Act (H.R.1436/ S.627), Mobility Means Freedom Act (H.R.2320), Achieving a Better Life Experience (ABLE) Act (P.L. 113-295)
Client expense: $75,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
| Republican |
| AK |
| Jerry Moran | Republican | KS |
| John Boozman | Republican | AR |
| John Fetterman | Democratic | PA |
| Jon Husted | Republican | OH |
| Jon Ossoff | Democratic | GA |
| Katie Boyd Britt | Republican | AL |
| Mark Kelly | Democratic | AZ |
| Mike Lee | Republican | UT |
| Raphael G. Warnock | Democratic | GA |
| Thom Tillis | Republican | NC |
| Tim Kaine | Democratic | VA |
| Tommy Tuberville | Republican | AL |
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE
Client expense: $30,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Government targets: HOUSE OF REPRESENTATIVES, SENATE