2nd Quarter - Report

H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. for H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.

Period 2nd Quarter 2021 Filed Jul 20, 2021 Signed by Kathy Pickering

Official filing
Firm
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Client
H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.
Income
—
Expenses
$790,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Consumer Issues/Safety/Products CSP

Potential liability shield legislation Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule

LobbyistCovered position, as disclosed
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —
GARY WOODWARD —

Contacted: Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Issues related to education on tax-time financial products and small dollar lending.

LobbyistCovered position, as disclosed
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —
GARY WOODWARD —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

H.R. 1319, American Rescue Plan Act of 2021, issues pertaining to the administration of Economic Impact Payments (EIPs), SBA's Paycheck Protection Program (PPP) loan for small businesses, and unemployment insurance. S. 3995 (116th CONGRESS), Remote and Mobile Worker Relief Act of 2020, issues pertaining to remote and mobile workers and the emergency, temporary COVID provision in this legislation to maintain the pre-COVID status quo for state income tax. H.R. 2297/S. 1194 (116th CONGRESS), Tax Filing Simplification Act of 2019, issues pertaining to education on the Government Populated Return. H.R. 4184, To set minimum standards for tax return preparers, issues pertaining to taxpayer service standards. Issues pertaining to moving the tax filing season beyond April 15. Issues pertaining to increasing tax credits and support families by making permanent the temporary Child and Dependent Care Tax Credit (CDCTC) expansion enacted in the American Rescue Plan. Issues pertaining to Internal Revenue Service authority to regulate paid tax preparers.

LobbyistCovered position, as disclosed
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —
GARY WOODWARD —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

Bills named: S. 1194 (117th), H.R. 4184 (117th), H.R. 2297 (117th), S. 3995 (117th), H.R. 1319 (117th)

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.