• Issues related to the Research and Development Tax Credit. Discussed efforts to reduce the employee retention tax credit (ERTC) payroll processing backlog. H.R.7024, Tax Relief for American Families and Workers Act of 2024 Advocate for the implementation of an electronic filing system within the IRS, specifically form 941x and Schedule R
• Educate Members of Congress on professional employee organizations (PEOs); advocate for PEOs to continue to provide human resource benefits to small- and medium-size business.
• General educational discussions on employer-sponsored health insurance and employee access to health insurance through employment.

Duration: December 1, 2014 to October 1, 2019

General Issues: Taxation/Internal Revenue Code, Labor Issues/Antitrust/Workplace, Health Issues, Retirement, Insurance, Housing, Immigration, Copyright/Patent/Trademark, Small Business

Spending: about $3,673,000 (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 2014: U.S. Senate, House of Representatives, Internal Revenue Service (IRS), Labor - Dept of (DOL), Executive Office of the President (EOP), Health & Human Services - Dept of (HHS), Office of Management & Budget (OMB), Housing & Urban Development - Dept of (HUD)