3rd Quarter - Termination

FORBES-TATE for H&R BLOCK

Firm
Client
Income
$20,000
Expenses
—
Terminated
Jul 31, 2019

What was lobbied

2 issue areas, each in the filer's own words, with who lobbied on it and where.

Banking BAN

Issues related to financial services and banking.

LobbyistCovered position, as disclosed
JERRY DRISCOLL —
JEFFREY FORBES —
ELIZABETH GREER —
FRANCESCA MCCRARY —
JEFFREY SADOSKY —
KELLEY JULIA WILLIAMS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Issues related to improving tax administration and tax fraud prevention; Issues related to the promotion of minimum competency standards for tax return preparers; Issues regarding regulatory reform, IRS reform, and Tax Administration; H.R. 1957 - Taxpayer First Act of 2019; Education on administration of the Government Populated Return; Issues related to Taxpayer Service Standards; Issues regarding revocation of the PTIN; Issues with financial products and financial product innovation; FinTech related issues; and Issues regarding consumer privacy.

LobbyistCovered position, as disclosed
JERRY DRISCOLL —
JEFFREY FORBES —
ELIZABETH GREER —
FRANCESCA MCCRARY —
JEFFREY SADOSKY —
KELLEY JULIA WILLIAMS —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1957 (116th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.