• Federal tax issues related to the tax treatment of IRC Section 529 plans, bonds for school construction, voucher tax credits, state and local deduction limitations, tax incentives for educators and public schools and Social Security issues impacting educators (WEP and GPO).
• Retirement issues involving qualified plans and Social Security as it impacts educators.

Duration: February 1, 2015 to present

General Issues: Taxation/Internal Revenue Code, Retirement

Spending: about $1,460,000 (But it's complicated. Here's why.)

It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.

Agencies lobbied since 2015: U.S. Senate, House of Representatives, Internal Revenue Service (IRS), Treasury - Dept of