Tag Archives for Politics

It’s now time for Congress to give tax credits to America’s caregivers

Published in RINewsToday on February 24, 2025

Just a few days after the 119th Congress was sworn in on Friday, January 3rd, AARP, along with 94 organizations, sent a letter to Congress urging lawmakers to enact legislation to provide financial relief for America’s caregivers. This could be accomplished by including the bipartisan bicameral Credit for Caring Act of 2024 (S. 3702/H.R. 7165 introduced in the 118th Congress) in any tax legislation that is advanced during the new Congress, says the joint letter.    

S. 3702/H.R. 7165, introduced during the last session of Congress by Sen. Michael Bennett (D-Colorado) and House lawmakers Mike Carey (D-Ohio), would allow an eligible caregiver a tax credit of up to $5,000 for 30% of the cost of long-term care expenses that exceed $2,000 in a taxable year. The bills defined eligible caregiver as an individual who has earned income for the taxable year in excess of $7,500 and pays or incurs expenses for providing care to a spouse or other dependent relative with long-term care needs. 

The joint letter, dated Jan. 7, 2025, stressed that family caregivers make it possible for older adults, people with disabilities, and veterans, to live independently in their community and age in place at home.  It also cited an AARP study that found caregivers provided $600 billion annually in unpaid labor in 2021 to care for their loved ones. (This figure is based on about 38 million caregivers providing an average of 18 hours of care per week for a total of 36 billion hours of care, at an average value of $16.59 per hour). 

Caregivers take a hefty financial hit, too, having to cover out-of-pocket expenses associated with caregiving and losing income by cutting back on work hours or leaving the workforce entirely. When this occurs these individuals would see reduced Social Security and retirement savings by receiving reduced Social Security and other retirement benefits, noted the organizations in the correspondence. 

The joint letter also mentioned an AARP study that reported family caregivers spend on average, 26 percent of their income on caregiving expenses or over $7,200 annually. The uncompensated care saves taxes payers billions of dollars by delaying or even preventing admission to costly nursing home care and unnecessary hospital stays.  

The joint letter suggested that any tax legislation consider include a new, non-refundable tax credit of up to $ 5,000 for eligible working family caregivers would reduce the significant financial impact of caregiving.  Eligible caregivers caring for loved ones of all ages could receive the credit if the care recipient meets certain functional or cognitive limitations or other requires.  This tax credit would help working family caregivers regardless of whether they live with their loved one or if their loved one is a dependent. 

Overwhelmingly support for tax relief for caregivers 

A newly released AARP poll findings indicate that voters in competitive congressional districts want Congress to give financial relief to America’s family caregivers. The poll, conducted in late Jan. 2025, highlights a “clear, bipartisan mandate” say prominent pollsters from Fabrizio Ward and Impact Research. 

The bipartisan polling team conducted this survey of 3,000 registered voters nationally and 1,000 voters in the 28 most competitive House districts between January 27 and February 1, 2025. According to AARP, the districts chosen were the 15 Republican-held districts won by <5% of the vote in 2024, and the 13 Democratic-held districts that were also won by President Trump in 2024. The margin of sampling error for the national survey is ±1.8% and ±3.1% for the congressional districts survey.

The AARP poll findings reveal overwhelming voter support (84%) for Congress and the Trump Administration to act this Congress on a caregiver tax credit. Among various tax proposals currently being considered by Congress — including eliminating income taxes on Social Security, tips, and overtime pay—voters ranked passing a caregiver tax credit as their top priority. 

“America’s family caregivers put family first, helping their parents, spouses and others stay at home. They spend thousands of dollars every year on this care, while juggling work and family responsibilities,” said Nancy LeaMond, AARP Executive Vice President and Chief Advocacy & Engagement Officer in a statement released on Feb. 11, 2025 announcing the results of AARP’s poll. “Without them, millions of older Americans would be forced into costly nursing homes—many at taxpayer expense. As Congress debates tax policy, the message from voters is clear: lawmakers must prioritize financial relief for hardworking Americans who are caring for their aging family members. AARP urges Congress to put money back into the pockets of hardworking family caregivers by passing a tax credit,” she says.  

Bipartisan

The poll findings indicate that support for the caregiving tax credit spans party lines, with strong majorities of Republicans (84%), Independents (82%), and Democrats (87%) in favor.  And support for a caregiver tax credit (84%) outpaces support for continuing the 2017 tax cuts (51%).  

Seventy-six-percent of voters agree that “Before Congress extends any tax breaks for the wealthy and corporations, it should support working Americans with a tax credit to help cover the expenses of taking care of a loved one.”  

Family caregiving crosses party lines, with nearly two-thirds of voters (63%) serving as family caregivers at some point in their lives—many of whom struggle financially. 

Most voters (63%) say they are worried about their personal financial situation.  Family caregivers nationwide, many of whom face financial struggles, spend an average of $7,200 in out-of-pocket expenses each year—making it harder to afford essentials like groceries and bills.

“Voters over the age of 50 are a critical voting bloc that all candidates should compete for every election cycle,” adds Tony Fabrizio, partner at Fabrizio Ward. “Our poll found that Americans of all political stripes want leaders to support family caregivers. Candidates looking ahead to the 2026 midterms should pay attention to this issue if they want to win,” he said.

Could tax credits for caregivers become a reality?

Maybe.  During the 118th Congress, Republican and Democratic lawmakers came together to cosponsor legislation that called for federal tax credits for caregivers. S. 3702, with 11 Democrats, 3 Republicans and 3 Independents, was referred to the Senate Finance Committee.  Its companion measure in the lower chamber, H. R. 7165, with 81 cosponsors (72 Democrats and 9 Republicans), was referred to House Ways and Means Committee.  Both bipartisan bills never made it to mark up or even to the House floor for vote. 

Tax Notes reporter Alexander Rifaat, who covers the White House and Treasury, reported in a web article posted on Oct. 29, 2024 that Presidential Republican candidate Donald Trump supported tax relief for caregivers. Rifaat noted that during his 2024 presidential election, at a campaign event held at New York’s Madison Square Garden on Oct. 27, Trump called for a national tax credit for caregivers who are “never spoken of” and stay at home. 

At the campaign event,  Rifaat noted that Trump told the crowd:  “I will support a tax credit for family caregivers who take care of a parent or a loved one. And it’s about time they were recognized, right?” 

Now, as President Trump has an opportunity to keep this campaign promise by calling on the Republican-controlled Congress to work with Democratic lawmakers to give America’s caregivers financial relief, through the passage of a national tax credit legislation that will benefit them.  It’s time to work together and put caregivers before partisan politics.

For a copy of the National Legislative Priorities Survey, Feb. 2025, go to www.aarp.org/content/dam/aarp/research/topics/voter-opinion-research/politics/federal-tax-package-legislative-priorities.doi.10.26419-2fres.00921.001.pdf.

For a listing of organizations urging Congress in Jan. 7, 2025 correspondence to provide financial tax relief to caregivers, go to www.nase.org/sf-docs/default-source/advocacy-documents/financial-relief-for-family-caregivers-credit-for-caring-act-sign-on-letter-january-2025-(1).pdf?sfvrsn=e6b0e0f0_1

www.bls.gov/blog/2023/celebrating-national-family-caregivers-month-with-bls-data.html

To read AARP’s Research Insights into Caregiving, go to www.aarp.org/pri/topics/ltss/family-caregiving/aarp-research-insights-caregiving/.

First Senate Aging Committee hearing of new congress looks at wellness

Published in RINewsToday on February 3, 2025

Over a week after the 119th Congress began on Friday, Jan. 3, U.S. Sen. Rick Scott (R-Fla.) took the reins of the U.S. Special Committee on Aging, becoming its 20thchairman. He follows in the footsteps of former Chairman Sen. Bob Casey (D-Pa.), a 3-term Democratic Senator, who lost his reelection bid for a fourth term to Republican Dave McCormick. a West Point graduate, combat veteran and bronze star recipient, a national security, expert, and former hedge fund manager.

On Wednesday afternoon, on Jan. 15 in SD 106, Scott chaired the first Senate Aging Committee hearing of the new Congress, entitled “Improving Wellness Among Seniors: Setting a Standard for the American Dream.” The hearing, lasting two hours and seven minutes, put the spotlight on America’s senior health, personal and community safety and the benefits of socializing and working later in life. 

While established in 1961 as a temporary committee, the Senate Aging Committee became a permanent Senate committee in 1977.  Over the years, aging advocates say that committee has operated in a bipartisan manor.  And the Florida Senator says he will carry on this tradition.

In his opening statement, the Republican Chairman stressed that aging is not a partisan issue. “Whether or not we’d like to admit it or note, we are all aging, and it impacts every single one of us regardless of political party” he said.

“I believe we have a big opportunity in this Committee to work in a bipartisan manner to support and improve the lives of America’s current senior citizens and create change that will improve both the lifespan and health span of future generations, said Chairman Scott, pledging that he and his staff will “work together with all the members here to find common ground and ways we can advance or shared goals.”

As chairman, Scott’s goals are to make sure every senior can say that they are physically healthy, financially secure, live in a safe community and has family and community support. “If you have all four of these things, your senior years can be the best time of your life,” he notes.

Sen. Kristin Gillibrand (D-N.Y.), the ranking member who has served on the Senate Aging Committee since 2009, congratulated Scott for assuming his chairmanship position, “I look forward to working closely with you during this Congress,” she said, in her opening statement.

According to the Democratic Senator, the Senate Aging Committee has a long history of bipartisanship. “I hope we continue that tradition to advance an agenda that makes sure our loved ones can age with the support they need and with dignity and respect,” she said.

Gillibrand reported that she hopes to continue working on lower prescription drug costs, continuing to guard against financial scams, and protecting programs that older adults and people with disabilities rely on, such as Social Security, Medicaid, and Medicare. 

The ranking member noted that this hearing would address how to promote wellness among older adults. “We’ll address issues like accessible housing, financial security, and engagement with the community,” she said, the importance of giving people the tools to live and age well. “Those tools are different for everyone, but include resources like nutrition assistance programs, Area Agencies on Aging, Centers for Independent Living, supportive housing programs, Medicare and Medicaid, and Social Security,” she added.  

 Ways to Improve the Health and Wellness of the Nation’s Seniors

During his testimony, Sheriff Bill Prummell rattled off a list of proactive and effective ways that the Sheriff’s Office serves and protects seniors and disabled adults residing in Charlottee County, Florida.  Prummell shared a number of innovative programs with the Senators that could easily be replicated throughout the nation.  

Here are just a few…

According to Prummell, who serves as President of the Florida Sheriff’s Association, his office utilizes trained volunteers to reach out weekly to isolated age 60 and over seniors and disabled adults. The volunteers get to know these individuals thru their weekly phone calls, by giving them Christmas gifts and mailing birthday cards to these individuals on that special date, too. 

Meanwhile, Prummell noted that efforts like Project Lifesaver (using GPS tracking bracelets to locate wanderers) and DNA Scent Kits (enabling participants to keep a DNA scent article at home to be used by K9 Deputies) to assist his deputies in finding missing wanderers.  

And, Operation Pill Drop, even allows individuals to dispose of expired or unwanted medication in drug receptacle boxes at participating district offices, he says, noting that this keeps family members and others from accessing the senior’s medication cabinet to take old and unused medications. 

While she has seen dramatic improvements in preventative and health promotion programs, “we still have a long way to go,” says Witness Maria Alvarez, Executive Director of New York Statewide Senior Action Council.  She used the Senate Aging Committee hearing as a bully pulpit to call for a 2025 White House Conference on Aging be held to “help the country chart a course for addressing the needs of the growing older population as 20 percent of this country is now over the age of 65.”

“But we cannot ignore the need to recognize that having health care and preventive services available is not sufficient if they are not affordable or if discrimination, actual or perceived persists,” Alvarez says.

According to Alvarez, along with Social Security and Medicare and Medicaid, the Older Americans Act “has had seismic effect on the elderly population. “These programs provide a framework that seniors can rely on to continue to live and thrive and live with dignity, she says.

Witness Dawn Carr, Ph.D., director of the Claude Pepper Center at Florida State University, told the attending Senators that it’s time to reframe aging policy to promote healthy aging, noting that this “will require an expansion of our current aging-related policy goals.” These goals must emphasize supporting healthy aging throughout a person’s lifespan, she said.

“It means expanding healthy aging research, improving health care literacy and access, and incentivizing health behaviors and health interventions based on optimal health function goals,” says Dr. Carr, adding that this means “thinking about viewing older people as a critical resource that improves our society, rather than as a barrier to societal progress.”

Finally, during her testimony, Professor Emerita Dr. Susan Hughes, Ph.D., in the Division of Community Health Sciences and Founding Director of the Center for Research and Health and Aging at the University of Illinois Chicago (UIC) described the imitations of current funding for health promotion programs for older adults, calling for “transformational re-thinking” of a historical focus on post-acute care.  According to Dr. Hughes, this has resulted in  funding gaps in supporting long-term care and preventative programs for older adults, especially for those with chronic conditions like arthritis. 

Increased funding for wellness programs could reduce health care costs and improve out outcomes, she says, citing the success of UIC’s Fit & Strong! Program, a low cost, evidence-based intervention that helps senior’s manage osteoarthritis through physical activity.

But, despite the success of programs like Fit & Strong! lack of funding and reimbursement mechanisms, limit their impact, charges Dr. Hughes. calling for the Older American’s Act (OAA), particularly Title III D (or a new title), to support the funding of physical activity programming. 

“Ultimately, however, we will see much bigger returns if we develop demonstrations and/or regulations or reimbursement mechanisms that support the dissemination of and access to evidence-based health promotion programs as extensively as possible through Medicare, says Dr. Hughes. 

Walking the Talk

“Helping older people is a bipartisan issue — and the Aging Committee has a history of addressing the challenges that seniors face.  The work that the Senate Aging Committee does is especially critical today, with 10,000 Baby Boomers turning 65 every day, and given the uncertainty about the future of critical programs like Medicare, Medicaid, and Social Security,” says Max Richtman, President & CEO, National Committee to Preserve Social Security and Medicare.

Taking the reins of the Senate Aging Committee, Chairman Scott pledges to work with Ranking Member Gillibrand in a “bipartisan manner” to improve the lives of America’s seniors.  Will he walk his talk or are these just empty words?   

Republicans and Democrats on the Senate Aging Committee MUST work together to push the Republican-controlled Senate to allocate increased funding for the AOA and Medicare, or create additional reimbursement mechanisms to promote health and wellness programs.  Research tells us that these programs increase physical activity, brings people together to socialize, and enhances brain health, and even cuts medical costs.  Even with a federal budget deficit, in this case Congress must not be penny wise and pound foolish. 

To watch this Senate Aging Committee hearing go to 

https://www.aging.senate.gov/hearings/improving-wellness-among-seniors-setting-a-standard-for-the-american-dream.

Congressman Magaziner takes baton on bringing back House Aging Committee

Published in RINewsToday on March 4, 2024

Over 30 years ago, the US House Democratic leadership’s belt-tightening efforts to save $1.5 million resulted in the termination of the House Permanent Select Committee on Aging. Congressman Seth Magaziner (RI-2) has picked up the baton from former Congressman David Cicilline who sought to bring back the House Aging Committee during the 114th-117th Congresses.

At press time, Magaziner’s H. Res. 1029, introduced Feb. 23, 2024, has been referred to the House Committee on Rules for mark-up, and if passed, will be considered by the full House.

“Older Americans deserve a seat at the table, particularly when it comes to important issues such as protecting Social Security and Medicare,” said Magaziner in a statement announcing his legislative efforts to pass H. Res. 1029. “I am proud to introduce legislation to re-establish a House Permanent Select Committee on Aging, which will advocate for America’s aging population and ensure seniors’ voices are heard when it comes to federal policymaking,” he says.

Every day 12,000 Americans turn 60. By 2030, nearly 75 million people in the U.S. — or 20% of the country — will be age 65 or older. As our country’s aging population grows, the need for support and services provided under programs like Social Security, SSI, Medicare, Medicaid and the Older Americans Act increases.

“Ensuring that seniors can thrive in our communities should always be a priority for the House of Representatives,” said Congressman Gabe Amo (RI-1)  one of 15 original cosponsors of H. Res. 1029, who initially called for bringing back the House Aging Committee during his campaign to win former Cicillini’s vacant seat.

“That is why it is essential that there is a dedicated committee for lawmakers to focus on the issues that impact seniors’ quality of life. From preserving and expanding Social Security and Medicare to reducing the cost of prescription drugs to keeping seniors in safe and stable housing, there are so many issues to address under the leadership of a Special Committee on Aging. Seniors in Rhode Island and across the country deserve nothing less,” says Amo.

The House can readily create an ad hoc (temporary) select committee by approving a simple resolution that contains language establishing the committee—giving a purpose, defining membership, and detailing other aspects, says EveryCRSReport. Salaries and expenses of standing committees, special and select, are authorized through the Legislative Branch Appropriations bill.

Putting a spotlight on aging issues

H. Res. 1029 simply amends the Rules of the House to establishes a Permanent House Select Committee on Aging, noting that this panel shall not have legislative jurisdiction, but it’s authorized to conduct a continuing comprehensive study and review of the aging issues, such as income maintenance, poverty, housing, health (including medical research), welfare, employment, education, recreation, and long-term care.

The 213-word resolution would have authorized the House Aging Committee to study the use of all practicable means and methods of encouraging the development of public and private programs and policies which will assist seniors in taking a full part in national life and which will encourage the utilization of the knowledge, skills, special aptitudes, and abilities of seniors to contribute to a better quality of life for all Americans.

Finally, the House Resolution would also allow the House Aging Committee to develop policies that would encourage the coordination of both governmental and private programs designed to deal with problems of aging and to review any recommendations made by the President or by the White House Conference on aging in relation to programs or policies affecting seniors.’

Aging organizations, advocates call for passage of H. Res. 1029

According to Max Richtman, President and CEO of the Washington D.C.-based National Committee to Preserve Social Security and Medicare (NCPSSM), jurisdiction over many programs affecting seniors is shared by multiple standing committees, which can make it difficult for them to fully explore solutions that do not fit squarely into a single committee’s expertise. Such issues include a variety of intergenerational concerns that merit attention, such as the growing demands on family caregivers and our intractable retirement security crisis. “An inter-disciplinary approach to these issues can best be advanced by a Select Committee with broad jurisdiction,” he says. 

“Re-establishing a Select Committee on Aging in the House would also complement the strong bipartisan work of its counterpart in the Senate,” says Richtman. “In recent years, the Senate Special Committee on Aging has effectively promoted member understanding on a range of issues,” he says, noting that these issues include concerns of grandparents raising grandchildren, elder abuse and fraud, the effects of the COVID-19 pandemic on older Americans and their families, the importance of financial literacy in planning for retirement, and the costs associated with isolation and loneliness. 

“Historically, the House Select Committee on Aging served as a unique venue that allowed open, bipartisan debate from various ideological and philosophical perspectives to promote consensus that, in turn, helped facilitate the critical work of the standing committees. We believe that issues affecting seniors would be best advanced by the re-establishment of such a Committee in the House,” adds Richtman. 

NCPSSM will endorse H. Res. 1029 and plans to promote it to House lawmakers. If the Democrats take control of the House next November, the organization will approach the Democratic House Speaker when he is crafting rules to operate and request that the rules include reestablishing the HSCoA. 

Nancy Altman, President of the Washington, DC-based Social Security Works, strongly supports Magaziner’ efforts to bring back the HSCoA. “Social Security is a critical issue for older Americans. “There’s so much misinformation out there about Social Security, and as a result many people aren’t confident they’ll get the benefits they’ve earned. More accurate information coming from Congress would help,” she says.

According to Altman, the Social Security Subcommittee of the House Ways and Means Committee does incredibly important work, but Ways and Means has such a broad jurisdiction that Social Security and other aging related issues don’t always get the attention they deserve. “A House Aging Committee could shine an important spotlight, informing the public, the media, and fellow members,” she notes.

Altman offers suggestions to the Rhode Island Congressman to increase the chances for passage of H. Res. 1029. “If he doesn’t already have Republican co-sponsors, he should try to get some since they’re more likely to convince Speaker Mike Johnson to create the committee,” she says. 

In addition to working for passage of H. Res. 1029, this Congress, Altman recommends that Magaziner start working now to line up Democrats to push for the reestablishing the House Select Committee on Aging at the beginning of the next Congress, where there is likely to be Democratic control. 

Robert S. Weiner, now President, Robert Weiner Associates News, was House Aging Committee Chief of Staff under Chairman Claude Pepper, from 1976 to 1980, when the Florida lawmaker headed the HSCoA, as a force to be reckoned with in his advocacy of America’s seniors.

“I saw first-hand the power of that committee when we met with Presideent Jimmy Carter and he endorsed the HSCoA’s efforts to abolish mandatory retirement,” says Weiner, noting that the bill passed 359-2 in the House and 89-10 in the Senate, and signed into law by the President.

According to Weiner, the Carter Center recently invited him to pen an article this fall, for their “last print edition of the “Carter-Mondale Newsletter,” entitled “Carter, Pepper Strike Blow Against Age Discrimination.”

“We also held high-powered hearings on nursing home abuses, cancer insurance fraud, the need for expanded home health care (which ultimately became law), elder abuse, and pensions,” adds Weiner. As to Social Security, the Pepper-O’Neill-Reagan deal guaranteed the solvency of Social Security through 2034.

As to legislative strategy, Weiner suggests that Magaziner get 100 plus sponsors – Democrats and Republicans – by bringing a copy of the resolution to the House floor and getting cosponsoring significantly efficiently and quickly by first-hand recruiting action. He might even ask to address the House for a one-minute speech about the importance of passing H. Res. 1029.

“Both parties are nuts if they don’t help seniors by having a dedicated House Select Committee on Aging,” asserts Weiner.

“This is a significant opportunity for the Congress to take a comprehensive view as to how we as a country wish to better support the aging of America.  Older adults suffered the most during the COVID pandemic — more than 90% of the deaths were individuals over 60.  Many older adults are still suffering from loneliness and social isolation.  Such a bipartisan effort led by Congressmen Magaziner and Amo would be historic,” stated Vincent Marzullo, who served 31 years as a career federal civil rights and social justice administrator at the National Service Agency, and a well-known aging advocate.  He serves on Magaziner’s he RI-02 Seniors Advisory Committee.

The clock is ticking. With the upcoming presidential elections taking place in about 246 days, Magaziner must quickly work to get House Republicans cosponsors to get House Speaker Mike Johnson to allow a vote in the House Rules Committee. Without support of his caucus, he is likely to say no.

Magaziner must convince Congressmen Brian Fitzpatrick (R-PA) and Josh Gottheimer (D-NJ), co-chairs of the “Problem Solvers Caucus,” consisting of essentially an equal number of 63 Republican and Democratic lawmakers, to push for passage of H. Res. 1029.  This may be the only way to pass a resolution to reestablish HSCoA in a Republican-controlled House.