3rd 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.

Firm
Client
Income
—
Expenses
$940,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues with financial products and financial product innovation; FinTech; Consumer privacy H.R. 3860, IRS Data Verification Modernization Act of 2017 S. 1958, IRS Data Verification Modernization Act of 2017

LobbyistCovered position, as disclosed
CEDRIC GRANT —
ANDREW JENNISON —
DANIEL CALHOON TURRENTINE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1958 (115th), H.R. 3860 (115th)

Taxation/Internal Revenue Code TAX

Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 5444, Taxpayer First Act H.R. 5445, 21st Century IRS Act S. 2346, Taxpayer First Act of 2018 S.3278, Protecting Taxpayers Act S. 912, Tax Filing Simplification Act of 2017; Education on administration of the Government Populated Return Taxpayer Service Standards Revocation of the Preparer Tax Identification Number

LobbyistCovered position, as disclosed
CEDRIC GRANT —
ANDREW JENNISON —
DANIEL CALHOON TURRENTINE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5444 (115th), H.R. 5445 (115th), S. 3278 (115th), S. 2346 (115th), S. 912 (115th)

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.