2025 · 1st Quarter (Jan 1 - Mar 31)

COLLEGE SAVINGS FOUNDATION

Filed by DAVIS & HARMAN LLP.

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Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 14, 2025
Income: $10,000.00
Expenses: Not reported
Registrant: DAVIS & HARMAN LLP
Client: COLLEGE SAVINGS FOUNDATION
Filing UUID: 6c0e6bb7-9208-40a1-abb1-1819438a73e2
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to enhance workplace access to 529 plans. H.R. 1818, Aviation Workforce Development Act. H.R. 1151/S. 756, Freedom to Invest in Tomorrow's Workforce Act.

Literal federal measure citations: H.R. 1818, H.R. 1151, S. 756

EDU · Education

Treatment of 529 plan assets under FAFSA. Issues related to reauthorization of the Higher Education Act.

Relationship and amount limits

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