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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2010 · second_quarter · Q2
Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Source: Senate LDA
Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
American Middle Class Tax (AMT) Relief Act of 2007
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Overseas Voting Education and Reform, Safeguarding Every American's Vote Act
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
American Recovery and Reinvestment Act of 2009 (H.R. 1); Fiscal Year 2010 Budget Resolution (S. Con. Res. 13, H. Con. Res. 85); Art and Collectibles Capital Gains Tax Treatment Parity Act (S. 394); Public Good IRA Rollover Act of 2009 (H.R. 1250); and Edward M. Kennedy Serve America Act (H.R. 1388)
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
American Recovery and Reinvestment Act of 2009 (H.R. 1); Fiscal Year 2010 Budget Resolution (S. Con. Res. 13, H. Con. Res. 85); Art and Collectibles Capital Gains Tax Treatment Parity Act (S. 394); Public Good IRA Rollover Act of 2009 (H.R. 1250); and Edward M. Kennedy Serve America Act (H.R. 1388)
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
To amend title 35, United States Code, to limit the patentability of tax planning methods.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
To amend title 35, United States Code, to limit the patentability of tax planning methods.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
To amend title 35, United States Code, to limit the patentability of tax planning methods.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Statutory Pay-As-You-Go Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Consumer Financial Protection Agency Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Consumer Financial Protection Agency Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
America's Affordable Health Choices Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Art and Collectibles Capital Gains Tax Treatment Parity Act
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
American Recovery and Reinvestment Act of 2009 (H.R. 1); Fiscal Year 2010 Budget Resolution (S. Con. Res. 13, H. Con. Res. 85); Art and Collectibles Capital Gains Tax Treatment Parity Act (S. 394); Public Good IRA Rollover Act of 2009 (H.R. 1250); and Edward M. Kennedy Serve America Act (H.R. 1388)
A bill to amend the Internal Revenue Code of 1986 to modify the tax rate for excise tax on investment income of private foundations.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Taxpayer Certainty and Relief Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Taxpayer Certainty and Relief Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Public Good IRA Rollover Act of 2009
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Star-Spangled Banner National Historic Trail Act
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
American Recovery and Reinvestment Act of 2009 (H.R. 1); Fiscal Year 2010 Budget Resolution (S. Con. Res. 13, H. Con. Res. 85); Art and Collectibles Capital Gains Tax Treatment Parity Act (S. 394); Public Good IRA Rollover Act of 2009 (H.R. 1250); and Edward M. Kennedy Serve America Act (H.R. 1388)
American Middle Class Tax (AMT) Relief Act of 2007
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Superfund Polluter Pays Act
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
To amend the Small Business Act to provide for an increase in the amount of awards under the first and second phases of the Small Business Innovation Research program.
Client: PARTNERSHIP FOR PHILANTHROPIC PLANNING · Firm: 501(C) STRATEGIES
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
2010 · first_quarter · Q1
See addendum. -Fiscal Year 2011 Budget (to preserve the charitable deduction). -Patient Protection and Affordable Care Act (H.R. 3590), Health Care & Education Affordability Reconciliation Act of 2010 (H.R. 4872), and related health care reform bills (to preserve the charitable deduction). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes). -Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, White House Office
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2009 · fourth_quarter · Q4
See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2009 · third_quarter · Q3
America's Affordable Health Choices Act of 2009 (H.R. 3200); America's Healthy Future Act of 2009 (Chairman's Mark); Consumer Financial Protection Agency Act of 2009 (H.R. 3126); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); and Tax Certainty and Relief Act of 2009 (S. 722).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2009 · second_quarter · Q2
Fiscal year 2010 budget resolution (S. Con. Res. 13); Modification of the tax rate for excise tax on investment income of private foundations legislation (S. 676); Patentability of tax planning methods legislation (H.R. 2584); Public Good IRA Rollover Act of 2009 (H.R. 1250, S. 864); Statutory Pay-As-You-Go Act of 2009 (H.R. 2920); and Tax Certainty and Relief Act of 2009 (S. 722)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2009 · first_quarter · Q1
American Recovery and Reinvestment Act of 2009 (H.R. 1); Fiscal Year 2010 Budget Resolution (S. Con. Res. 13, H. Con. Res. 85); Art and Collectibles Capital Gains Tax Treatment Parity Act (S. 394); Public Good IRA Rollover Act of 2009 (H.R. 1250); and Edward M. Kennedy Serve America Act (H.R. 1388)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
PARTNERSHIP FOR PHILANTHROPIC PLANNING via 501(C) STRATEGIES
2009 · first_quarter · RR
Charitable giving incentives and reforms.