NATIONAL CONTINUING CARE RESIDENTS ASSOCIATION

President: Basil H. Pflumm, 400 Mossy Stone Court, Longwood, FL 32779-6207; (407) 474-1381

Administration: 325 John Knox Road; Suite L-103, Tallahassee, FL 32303; (850) 224-0711

Board of Directors: Charles McKim Barley Florida

Walton Boyer North Carolina Jack Cumming

President-Elect California

Jean Hurley Lifeline Virginia Ann MacKay

Secretary Maryland

John T. Mathison Virginia

Robert D. Nicholson Washington

Basil H. Pflumm

President Florida Ruth H. Walsh Connecticut

Non-Director Officer Mark Murovitz

Treasurer

Georgia

Past Presidents

Robert D. Nicholson Washington

Daniel A. Seeger Pennsylvania

Ruth H. Walsh Connecticut

John T. Mathison Virginia

Charles Paulk Florida

Bennett Napier,

Administration Florida

Alert for All NaCCRA Members and Friends NaCCRA supports reasoned, bi-partisan tax reform to restore equity to the nation’s taxation and to simplify the complexity of the current system. Unfortunately, a proposal is now circulating in Congress, presented by the majority Party without bipartisan input and it sweeps away a benefit for CCRC residents that is a major assist to people making the transition to CCRC living. The proposal is to eliminate all deductions, including the CCRC Medical Deduction which benefits our members, except for charitable and mortgage deductions. We object to any approach which favors some – charities and banking – at the ex-pense of others, including the elderly people providing responsibly for aging by mov-ing to a Continuing Care Retirement Community (CCRC – aka Life Plan Community). We need your help to urge your Congressional representatives in the House and Sen-ate to defeat this targeting of seniors and to work together in the national interest. You may have been frustrated in the past that writing to your Senators and Congress-person has not had the outcome you wished for. We can assure you that the voices of seniors are heard and the more communications received in Congress on this mat-ter, the more likely you are to be listened to now and in the future. Here’s what we’d like you to do. Level 1: As a CCRC resident, we are asking you to contact your two Senators and the Congressman in your district. We have provided a sample message that can be sent

by letter, by email to the Senator’s website or by a phone call. Level 2: If you are as disturbed by this partisanship as we are – regardless of whether you lean Republican or Democrat, we are all Americans – we you to send the same information to the eight leaders listed below. We have provided their contact information.

• Mitch McConnell, Senate Majority Leader • Chuck Schumer, Senate Minority Leader • Orrin Hatch, Senate Finance Committee Chair • Ron Wyden, Senate Finance Committee Ranking Member • Paul Ryan, House Speaker • Nancy Pelosi, House Minority Leader • Kevin, Brady, House Ways and Means Chair • Richard Neal, House Ways and Means Ranking Member

- 2 -

Level 3: The Presidential budget proposal, with the disadvantaging of CCRC residents, has been sent to the Senate Finance Committee and the House Ways and Means Committee. Although Federal elected representatives pay more attention to their own constituents, they represent all Americans and the most conscientious representatives respond to reasoned letters from all over the country as they try to represent the merits of issues and not only the source of their reelection support. Please contact with these committee members as well. The contact infor-mation is supplied as well. We do not have the means to have a lobbyist represent us. We are dependent on citizen advo-cacy. Citizen advocacy is more effective in any event than is the paid representation of mon-eyed interests with which our representatives are assaulted every day. This is a national move-ment initiated in North Carolina and Florida but gaining momentum to shield CCRC residents from odious legislation.

We need you. Please act now. Sincerely,

Basil Pflumm, President

- 3 -

LEVEL 1 - Sample letter

(Note: We have included this letter option, but find using either the internet or phone is more effective. However, we know there are residents who do not have access to the internet and could use this letter option. You should consider sending the letter to one of their regional offices because there is less red tape.)

You will need to pull up your 2016 tax return and look at your total medical and dental expenses at the top section of Schedule A, Form 1040. Remember the medical ex-pense portion of life care on your monthly service charge should also be included.

NAME

ADDRESS CITY, STATE

PHONE NUMBER EMAIL ADDRESS

October 5, 2017 The Honorable ____________________ United States Senate (or US House of Representatives) ______________________________ ______________________________ Dear Senator ________________ (or Congressman) I writing to you as a retiree, I’m distressed that the proposed federal budget eliminates the medical expense deduction. The mortgage deduction is not something that many seniors benefit from. Most of us have either paid off our mortgages and own our own homes, are renting, sharing a home with family members or living in retirement commu-nities. However, we do have high medical expenses. These medical expenses are often higher than what I would have been paying for a mortgage. In 2016, my medical ex-penses totaled _______. Please do not eliminate the medical expense deduction. Thank you for your consideration. Sincerely, ___________________ Note: The contact information for your two Senators and Congressmen can be found online by entering their names. This includes mailing address, website (where you can access an electronic reply) and their phone numbers (both Washington and their re-gional offices)

Page 3 In making my contacts, I found that Senators’ websites would accept

emails, but House members will accept them only from their constituents. How-ever, they do accept phone calls and you can either talk with the person who an-swers the phone or leave a message.

- 4 -

LEVEL 1 - Sample email via the Senator’s/Representative’s website. You will have already entered your name, address and the subject you are addressing

Website Addresses: (Again can be found on the internet) Dear Senator ________________ (or Congressman) I writing to you as a constituent. As a retiree, I’m distressed that the proposed federal budget eliminates the medical expense deduction. The mortgage deduction is not something that many seniors benefit from. Most of us have either paid off our mort-gages and own our own homes, are renting, sharing a home with family members or liv-ing in retirement communities. However, we do have high medical expenses. These medical expenses are often higher than what I would have been paying for a mortgage. In 2016, my medical ex-penses totaled _______. Please do not eliminate the medical expense deduction. Thank you for your consideration. Sincerely, ____________________

LEVEL 1 - Sample phone call

If the call is answered, they will ask your name and zip code. If you leave a message on an answering machine be sure to give your name and zip code)

I am calling about the proposed elimination of the medical expense deduction. As a re-tiree, I have high medical expenses. Last year my total medical expenses were _________. This is my most important deduction.

Page 4

Level 2: Contact Information for Congressional Leaders

How to email or phone How to address letter

Senator Mitch McConnell Senate Majority Leader www.mcconnell.senate.gov Phone: (202) 224-2541

The Honorable Mitch McConnell Senate Majority Leader United States Senate 317 Russell Senate Office Building Washington, D.C. 20510

Senator Chuck Schumer Senate Minority Leader www.schumer.senate.gov Phone: (202) 224-6542

The Honorable Chuck Schumer Senate Minority Leader United State Senate

- 5 -

322 Hart Senate Office Building Washington, D.C. 20510

Senator Orrin Hatch, Chair Senate Finance Committee www.hatch.senate.gov Phone: (202) 224-5251

The Honorable Orrin Hatch, Chair Senate Finance Committee United State Senate 104 Hart Senate Office Building Washington, D.C. 20510

Senator Ron Wyden, Ranking Member Senate Finance Committee www.wyden.senate.gov Phone: (202) 224-5244

The Honorable Ron Wyden, Ranking Member Senate Finance Committee United States Senate 221 Dirksen Senate Office Building Washington, D.C. 20510

Congressman Paul Ryan House Speaker www.paulryan.house.gov Phone: (202) 225-3031

The Honorable Paul Ryan House Speaker US House of Representatives 1233 Longworth House Office Building Washington, D.C. 20515

Congresswoman Pelosi House Minority Leader www.pelosi.house.gov Phone: (202) 225-4965

The Honorable Nancy Pelosi House Minority Leader US House of Representatives 33 Cannon House Office Building Washington, D. C. 20515

Congressman Kevin Brady, Chair House Ways and Means Committee www.kevinbrady.house.gov Phone: (202) 225-4901

The Honorable Kevin Brady, Chair House Ways and Means Committee US House of Representatives

1011 Longworth House Office Building Washington, D.C. 20515

Congressman Richard Neal, Ranking Member House Ways and Means Committee www.neal.house.gov Phone: (202) 225-5601

The Honorable Richard Neal, Ranking Member House Ways and Means Committee US House of Representatives 341 Cannon House Office Building Washington, DC 20515

- 6 -

Level 3: Contact Information for the Senate Finance Committee Senator Orrin Hatch, Chair Senate Finance Committee United State Senate 104 Hart Senate Office Building Washington, D.C. 20510 www.hatch.senate.gov Phone: (202) 224-5251

Senator John Cornyn Senate Finance Committee United States Senate 517 Hart Senate Office Building Washington, D.C. 20510 www.cornyn.senate.gov Phone: (202) 224-2934

Senator Ron Wyden, Ranking Member Senate Finance Committee United States Senate 221 Dirksen Senate Office Building Washington, D.C. 20510 www.wyden.senate.gov Phone: (202) 224-5244

Senator John Thune Senate Finance Committee United States Senate 511 Dirksen Senate Office Building Washington, D.C. 20510 www.thune.senate.gov Phone: (202) 224-2321

Senator Chuck Grassley Senate Finance Committee United States Senate 135 Hart Senate Office Building Washington, D.C. 20510 www.grassley.senate.gov Phone: (202) 224-3744

Senator Richard Burr Senate Finance Committee United States Senate 217 Russell Senate Office Building Washington, D.C. 20510 www.burr.senate.gov Phone: (202) 224-3154

Senator Mike Carpo Senate Finance Committee United States Senate 239 Dirksen Senate Building Washington, D.C. 20510 www.crapo.senate.gov Phone: (202) 224-6142

Senator Johnny Isakson Senate Finance Committee United States Senate 131 Russell Senate Office Building Washington, D.C. 20510Tel: www.isakson.senate.gov Phone: (202) 224-3643

Senator Pat Roberts Senate Finance Committee United States Senate 109 Hart Senate Office Building Washington, D.C. 20510 www.roberts.senate.gov Phone: (202) 224-4774

Senator Rob Portman Senate Finance Committee United States Senate 448 Russell Senate Office Building Washington, D.C. 20510 www.portman.senate.gov Phone: 202-224-3353

Senator Mike Enzi Senate Finance Committee United States Senate 379A Senate Russell Office Building Washington, D.C. 20510 www.enzi.senate.gov Phone: (202) 224-3424

Senator Pat Toomey Senate Finance Committee United States Senate 248 Russell Senate Office Building Washington, D.C. 20510 www.toomey.senate.gov Phone: (202) 224-4254

- 7 -

Level 3: Contact Information for the Senate Finance Committee

Senator Dean Heller Senate Finance Committee United States Senate 324 Hart Senate Office Building Washington, DC 20510 www.heller.senate.gov Phone: (202) 224-6244

Senator Bob Menendez Senate Finance Committee United States Senate 528 Hart Senate Office Building Washington, D.C. 20510 www.menendez.senate.gov Phone: (202) 224-4744

Senator Tim Scott Senate Finance Committee United States Senate 717 Hart Senate Office Building Washington, D.C. 20510 www.scott.senate.gov Phone: (202) 224-6121

Senator Tom Carper Senate Finance Committee United States Senate 513 Hart Senate Office Building Washington, D.C. 20510

www.carper.senate.gov Phone: (202) 224-2441

Senator Bill Cassidy Senate Finance Committee United States Senate 520 Hart Senate Office Building Washington, D.C. 20510 www.cassidy.senate.gov Phone: (202) 224-5824

Senator Ben Cardin Senate Finance Committee United States Senate 509 Hart Senate Office Building Washington, D.C. 20510 www.cardin.senate.gov Phone: (202) 224-4524

Senator Debbie Stabenow Senate Finance Committee United States Senate 731 Hart Senate Office Building Washington, D.C. 20510 www.stabenow.senate.gov Phone: (202) 224-4822

Senator Sherrod Brown Senate Finance Committee United States Senate 713 Hart Senate Office Building Washington, D.C. 20510. www.brown.senate.gov Phone: (202) 224-2315

Senator Maria Cantwell Senate Finance Committee United States Senate 511 Hart Senate Office Building Washington, D.C. 20510 www.cantwell.senate.gov Phone: 202-224-3441

Senator Michael Bennet Senate Finance Committee United States Senate

261 Russell Senate Office Building Washington, D.C. 20510 www.bennet.senate.gov Phone: (202) 224-5852

Senator Bill Nelson Senate Finance Committee United States Senate 716 Senate Hart Office Building Washington, D.C. 20510 www.billnelson.senate. gov Phone: (202) 224-5274

Senator Bob Casey Senate Finance Committee United States Senate 393 Russell Senate Office Building Washington, D.C. 20510 www.casey.senate.gov Phone: (202 )224-6324

- 8 -

- 9 -

Level 3: Contact Information for the Senate Finance Committee

Senator Mark Warner Senate Finance Committee United States Senate 703 Hart Senate Office Building Washington, D.C. 20510. www.warner.senate.gov Phone: (202) 224-2023.

Senator Claire McCaskill Senate Finance Committee United States Senate 503 Hart Senate Office Building Washington, D.C. 20510 www.mccaskill.senate.gov Phone: (202) 224-6154

LEVEL 3: Contact Information for House Ways and Means Committee

Congressman Kevin Brady, Chair (TX) House Ways and Means Committee US House of Representatives

1011 Longworth House Office Building Washington, D.C. 20515 www.kevinbrady.house.gov Phone: (202) 225-4901

Congressman Vern Buchanan (FL) House Ways and Means Committee US House of Representatives 2104 Rayburn House Office Building Washington, D.C. 20515 www.buchanan.house.gov Phone: (202) 225-5015

Congressman Richard Neal, Ranking Member (MA) House Ways and Means Committee US House of Representatives 341 Cannon House Office Building Washington, DC 20515 www.neal.house.gov Phone: (202) 225-5601

Congressman Peter Roskam (IL) House Ways and Means Committee US House of Representatives 2246 Rayburn House Office Building Washington, D.C. 20515 www.roskam.house.gov Phone: (202) 225-4561

Congressman Sam Johnson (TX) House Ways and Means Committee US House of Representatives 2304 Rayburn House Office Building Washington, D.C. 20515 www.samjohnson.house.gov Phone: (202) 225-4201

Congressman Adrian Smith (NE) House Ways and Means Committee US House of Representatives 320 Cannon House Office Building Washington, D.C. 20515 www.adriansmith.house.gov Phone: (202) 225-6435

Congressman Devin Nunes (CA) House Ways and Means Committee US House of Representatives 1013 Longworth House Office Building Washington, D. C. 20515 www.nunes.house.gov Phone: (202) 225-2523

Congressman Lynn Jenkins (KS) House Ways and Means Committee US House of Representatives 1526 Longworth House Office Building Washington, D.C. 20515 www.lynnjenkins.house.gov. Phone: (202) 225-6601

- 10 -

Page 8

LEVEL 3: Contact Information for House Ways and Means Committee Congressman Sam Pat Tiberi (OH) House Ways and Means Committee US House of Representatives 1203 Longworth House Office Building Washington, D.C. 20515 www.tiberi.house.gov Phone: (202) 224-6121

Congressman Erik Paulsen (MN) House Ways and Means Committee US House of Representatives 127 Cannon House Office Building Washington, D. C. 20515 www.paulsen.house.gov Phone: (202) 225-2871

Congressman Dave Reichert (WA) House Ways and Means Committee US House of Representatives 1127 Longworth House Office Building Washington, D.C. 20515

www.reichert.house.gov Phone: (202) 225-7761

Congressman Kenny Marchant (TX) House Ways and Means Committee US House of Representatives 2369 Rayburn House Office Building Washington, D.C. 20515 www.marchant.house.gov Phone: (202) 225-0074

Congressman Diane Black (TN) House Ways and Means Committee US House of Representatives 1131 Longworth House Office Building Washington, D.C. 20515 www.black.house.gov Phone (202) 225-4231

Congressman George Holding (NC) House Ways and Means Committee US House of Representatives 1110 Longworth House Office Building Washington, D.C. 20515 www.holding.house.gov Phone: (202 )225-3032

Congressman Tom Reed (NY) House Ways and Means Committee US House of Representatives 2437 Rayburn House Office Building Washington, D. C. 20515 www.reed.house.gov Phone: (202) 225-6599

Congressman Jason T. Smith (MO) House Ways and Means Committee US House of Representatives 1118 Longworth House Office Building Washington, D.C. 20515 www.jasonsmith.house.gov Phone: (202) 225-4404

Congressman Mike Kelly (PA) House Ways and Means Committee US House of Representatives 1707 Longworth House Office Building Washington, D.C. 20515 www.kelly.house.gov Phone: (202) 225-5406

Congressman Tom Rice (SC) House Ways and Means Committee US House of Representatives 223 Cannon House Office Building Washington, D.C. 20515 www.rice.house.gov Phone: (202) 225-9895

Congressman Jim Renacci (OH) House Ways and Means Committee US House of Representatives

Congressman David Schweikert (AZ) House Ways and Means Committee US House of Representatives 2059 Rayburn House Office Building

- 11 -

328 Cannon House Office Building Washington, D.C. 20515 www.renacci.house.gov Phone: (202) 225-3876

Washington, D.C. 20515 www.schweikert.house.gov Phone: (202) 225-2190

- 12 -

LEVEL 3: Contact Information for House Ways and Means Committee Congressman Pat Meehan (PA) House Ways and Means Committee US House of Representatives 2305 Rayburn House Office Building Washington, D.C. 20515 www.meehan.house.gov Phone: (202) 225-2011

Congressman Jackie Walorski (IN) House Ways and Means Committee US House of Representatives 419 Cannon House Office Building Washington, D.C. 20515

www.walorski.house.gov

Phone: (202) 225-3915

Congressman Kristi Noem (SD) House Ways and Means Committee US House of Representatives 2457 Rayburn House Office Building Washington, D.C. 20515 www.noem.house.gov Phone: (202) 225-2801

Congressman Carlos Curbelo (FL) House Ways and Means Committee US House of Representatives 1404 Longworth House Office Building Washington, D.C. 20515 www.curbelo.house.gov Phone: (202) 225-2778

Congressman Sander Levin (MI) House Ways and Means Committee US House of Representatives 1236 Longworth House Office Building Washington, D.C. 20515 www.levin.house.gov Phone: (202) 226-3880

Congressman Ron Kind (WI) House Ways and Means Committee US House of Representatives 1502 Longworth House Office Building Washington, D.C. 20515 www.kind.house.gov Phone: (202) 225-5506

Congressman John Lewis (GA) House Ways and Means Committee US House of Representatives 343 Cannon House Office Building Washington, D.C. 20515 www.johnlewis.house.gov Phone: (202) 225-3801

Congressman Bill Pascrell (NJ) House Ways and Means Committee US House of Representatives 2370 Rayburn House Office Building Washington, D.C. 20515 www.pascrell.house.gov Phone: (202) 225-5751

Congressman Lloyd Doggett (TX) House Ways and Means Committee US House of Representatives 2307 Rayburn House Office Building Washington, D.C. 20515 www.doggett.house.gov Phone: (202) 225-4865

Congressman Joseph Crowley (NY) House Ways and Means Committee US House of Representatives 1035 Longworth House Office Building Washington, D.C. 20515 www.crowley.house.gov Phone: (202) 225-3965

Congressman Mike Thompson (CA) House Ways and Means Committee US House of Representatives 231 Cannon House Office Building Washington, D.C. 20515 www.mikethompson.house.gov Phone: (202) 225-3311

Congressman Danny K. Davis (IL) House Ways and Means Committee US House of Representatives 2159 Rayburn House Office Building Washington, D.C. 20515 www.davis.house.gov Phone: (202) 225-5006

- 13 -

LEVEL 3: Contact Information for House Ways and Means Committee

Congressman John B. Larson (CT) House Ways and Means Committee US House of Representatives 1501 Longworth House Office Building Washington, D.C. 20515 www.larson.house.gov Phone: (202) 225-2265

Congressman Linda Sanchez (CA) House Ways and Means Committee US House of Representatives 2329 Rayburn House Office Building Washington, D.C. 20515 www.lindasanchez.house.gov Phone: (202) 225-6676

Congressman Earl Blumenauer (OR) House Ways and Means Committee US House of Representatives 1111 Longworth House Office Building Washington, D.C. 20515 www.blumenauer.house.gov Phone: (202) 225-4811

Congressman Brian Higgins (NY) House Ways and Means Committee US House of Representatives 2459 Rayburn House Office Building Washington, D. C. 20515 www.higgins.house.gov Phone: (202) 225-3306

Congressman Terri Sewell (AL) House Ways and Means Committee US House of Representatives 2201 Rayburn House Office Building Washington, D.C. 20515 www.sewell.house.gov Phone: (202) 225-2665

Congressman Judy Chu (CA) House Ways and Means Committee US House of Representatives 2423 Rayburn House Office Building Washington, D.C. 20515 www.chu.house.gov Phone: (202) 225-5464

Congressman Suzan DelBene (WA) House Ways and Means Committee US House of Representatives 2442 Rayburn House Office Building Washington, D.C. 20515 www.delbene.house.gov Phone: (202) 225-6311