Pension Security Act of 2002

Advertising Expense Deduction (S.2486) Alternative Minimum Tax (H.R.437), Group Legal Services Income Exclusion (H.R.1434, S.654), International Tax Simplification (H.R. 4047, Pension Reform (S. 1838, S. 1921, H.R. 3677, H.R. 3669, H.R.3509, H.R. 3622, H.R. 3623, H.R. 3762) Research & Dev. Tax Credit (H.R. 5658), Stock Option Tax Deduction (S. 1940) Tax Incentives for Advanced Technology Vehicles-Clean Efficient Automobiles Resulting from Advanced Car Technologies Act (CLEAR Act), (H.R. 1864, S. 760, H.R. 4 Securing America's Future) Tax Treaties including Mandatory Binding Arbitration Transportation/Motor Fuel Tax

Client expense: $3,720,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), Federal Maritime Commission, Federal Railroad Administration, Federal Reserve System, HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Science Foundation (NSF), Natl Transportation Safety Board (NTSB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Issues related to retirement issues generally and insurance products, particularly S1992 and HR 3762.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposed regulations imposing payroll witholding on ISOs and ESPPs. S. 1971, National Employee Savings and Trust Equity Act of 2002 and H.R. 3762, Pension Security Act, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: $20,000

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of the Vice President of the United States, SENATE, Treasury, Dept of, White House Office

Diversification provisions, employer stock caps, blackout periods: S. 1971, National Employee Savings and Trust Equity Act of 2002; H.R. 3762, Pension Security Act of 2002; H.R. 3669, Employee Retirement Savings Bill of Rights; S. 1992, Protecting America's Pensions Act of 2002; and, H.R. 2576, Subchapter S Modernization Act of 2001.

Client expense: Not reported · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of

Proposed regulations imposing payroll witholding on ISOs and ESPPs. S. 1971, National Employee Savings and Trust Equity Act of 2002 and H.R. 3762, Pension Security Act, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of the Vice President of the United States, SENATE, Treasury, Dept of, White House Office

Diversification provisions, employer stock caps, blackout periods: S. 1971, National Employee Savings and Trust Equity Act of 2002; H.R. 3762, Pension Security Act of 2002; H.R. 3669, Employee Retirement Savings Bill of Rights; S. 1992, Protecting America's Pensions Act of 2002; and, H.R. 2576, Subchapter S Modernization Act of 2001.

Client expense: Not reported · Firm income: $200,000

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Treasury, Dept of, White House Office

Proposed regulations imposing payroll witholding on ESPPs and ISOs. S. 1971, National Employee Savings and Trust Equity Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages. H.R. 3762, the Pension Security Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office

Proposed regulations imposing payroll witholding on ISOs and ESPPs. S. 1971, National Employee Savings and Trust Equity Act of 2002 and H.R. 3762, Pension Security Act, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: $40,000

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of the Vice President of the United States, SENATE, Treasury, Dept of, White House Office

HR 3762 Pension Security Bill HR 3669 Employee Retirement Savings Bill S. 2563 Pension Funding Legislation

Client expense: $988,675 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Central Intelligence Agency (CIA), Commerce, Dept of (DOC), Defense Intelligence Agency (DIA), Defense, Dept of (DOD), Drug Enforcement Administration (DEA), Federal Bureau of Investigation (FBI), Federal Deposit Insurance Corporation (FDIC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Agency (NSA), Navy, Dept of, Office of Management & Budget (OMB), Peace Corps, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Agency for International Development (USAID), U.S. Coast Guard (USCG), U.S. Information Agency (USIA), U.S. Postal Service (USPS), U.S. Secret Service, White House Office

Pension Reform and Statutory Stock Option Tax Withholding: HR 3762 Stock Option Expensing: S 1940

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3762, HR 2794, HR 1731, HR 3763, HR 4931, HR 5553,

Client expense: $400,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Economic Analysis, Congressional Budget Office (CBO), Council of Economic Advisers (CEA), Executive Office of the President (EOP), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Policy Development, Office of the Secretary of Defense, Office of the Vice President of the United States, Patent & Trademark Office (PTO), President of the U.S., SENATE, Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

Pension Reform - H.R.3622, H.R.3657, H.R.3840, H.R.3762, H.R.3669, S. 1838, S.1992 and S.1971; Investment Advice Legislation - H.R. 3762, H.R.3669, S.1978 and S.1677; Lifetime Annuity Payout proposal - H.R. 3320

Client expense: Not reported · Firm income: $800,000

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

H.R. 333 Bankruptcy Reform Act of 2001; §224. H.R.1026 Increased IRAs for All Act of 2001 H.R.1487 AMT Relief for ISOs; entire bill. H.R.2036 Social Security Number Privacy and Identity Theft Prevention Act of 2001 H.R.2269 Retirement Security Advice Act of 2001; entire bill. H.R.2282 Preservation of Civil Rights Protections Act of 2001; entire bill. H.R.2558 Teacher Voluntary Early Retirement Act of 2001; entire bill. H.R.2695 Treatment of ISOs and ESPPs; entire bill. H.R.2794 AMT Relief for ISOs, entire bill. H.R.2884 Victims of Terrorism Tax Relief Act of 2001; Title I. H.R.2968 Aviation Employee Assistance Relief Act of 2001; entire bill. H.R.3090 Economic Security and Recovery Act of 2001; Title III. H.R.3463 The Pension Protection Act; entire bill. H.R.3488 Retirement Opportunity Expansion Act of 2001; entire bill. H.R.3509 Retirement Account Protection Act of 2001; entire bill. H.R.3622 Emergency Worker and Investor Protection Act of 2002 all H.R.3623 Employee Savings Protection Act of 2002; all H.R.3640 Pension Protection adn Diversification Act of 2002; all H.R.3642 401(k) Right to Know Act of 2002, all H.R.3677 Safeguarding America's Retirement Act of 2002; all H.R.3669 Employee Retirement Savings Bill of Rights; all H.R.3762 Pension Security Act of 2002; all H.R.3657 Employee Pension Freedom Act of 2002; all H.R.3763 Sarbanes0Oxley Act of 2002; all H.R.5242 Workplace Stock Options Act of 2002; all H.R.4931 Retirement Savings Security Act of 2002; all S. 220 Bankruptcy Reform Act of 2001; §224. S. 848 The Social Security Misuse Prevention Act of 2001; entire bill. S.1055 The Privacy Act of 2001; Titles II, IV. S.1142 AMT Relief for ISOs; entire bill. S.1383 Treatment of ISOs and ESPPs; entire bill. S.1677 Independent Investment Advice Act of 2001; entire bill. S.1838 Pension Protection and Diversification Act of 2001; entire bill. S.1971 National Employee Savings and Trust Equity Guarantee Act; all S.1992 Protecting America's Pensions Act of 2002; all S.2190 Worker Investment and Retirement Education Act of 2002; all S.1969 Pension Security Act of 2002; all S.1921 Pension Plan Protection Act; all S.2740 FY03 Treasury-General Government Appropriations Bill; all S.2766 FY03 Labor-HHS-Education Appropriations Bill; all S.2707 The Women's Pension Protection Act of 2002, all S.2460 Shareholder Bill of Rights; all

Client expense: $360,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Treasury, Dept of

S.627 – Long-Term Care and Retirement Security Act of 2001 (Sen Grassley, Charles E.) A bill to amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. S.1971 -- National Employee Savings and Trust Equity Guarantee Act (Sen Grassley, Charles E.) A bill to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans, and for other purposes. S.1978 -- Retirement Security Advice Act of 2002 (Sen Hutchinson, Tim) A bill to amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to promote the provision of retirement investment advice to workers managing their retirement income assets. S.1992 -- Protecting America's Pensions Act of 2002 (Sen Kennedy, Edward M.) A bill to amend the Employee Retirement Income Security Act of 1974 to improve diversification of plan assets for participants in individual account plans, to improve disclosure, account access, and accountability under individual account plans, and for other purposes. S.2707 -- Women's Pension Protection Act of 2002 (Sen Kennedy, Edward M.) A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide comprehensive pension protection for women. H.R.831 -- Long-Term Care and Retirement Security Act of 2001 (Rep Johnson, Nancy L.) To amend the Internal Revenue Code of 1986 to allow individuals a deduction for qualified long-term care insurance premiums, use of such insurance under cafeteria plans and flexible spending arrangements, and a credit for individuals with long-term care needs. HR.1731 --Social Security Earnings Limit Repeal Act of 2001 (Rep. Sessions, R-TX) To amend title II of the Social Security Act to eliminate the earnings test for individuals who have attained age 62. HR.2110 --Retirement Security Act of 2001 (Rep. Petri R-WI) A bill to provide for the establishment and maintenance of personal Social Security investment accounts under the Social Security system. HR.2134 --(Rep. Sanders, I-VT) A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to increase the phase- in limitation applicable to the guarantee under such title of benefit improvements made prior to plan termination. HR.2269 --Retirement Security Advice Act of 2001 (Boehner) To amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to promote the provision of retirement investment advice to workers managing their retirement income assets. H.R.3535 -- Social Security Ownership and Guarantee Act of 2001 (Rep DeMint, Jim) To amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program through the creation of individual Social Security accounts ensuring full benefits for all workers and their families, giving Americans ownership of their retirement, restoring long-term Social Security solvency, and for other purposes. H.R.3669 -- Employee Retirement Savings Bill of Rights (Rep Portman, Rob) To amend the Internal Revenue Code of 1986 to empower employees to control their retirement savings accounts through new diversification rights, new disclosure requirements, and new tax incentives for retirement education. H.R.3762 -- Pension Security Act of 2002 (Rep Boehner, John A.) To amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide additional protections to participants and beneficiaries in individual account plans from excessive investment in employer securities and to promote the provision of retirement investment advice to workers managing their retirement income assets, and to amend the Securities Exchange Act of 1934 to prohibit insider trades during any suspension of the ability of plan participants or beneficiaries to direct investment away from equity securities of the plan sponsor. H.R.4931 -- Retirement Savings Security Act of 2002 (Rep Portman, Rob) To provide that the pension and individual retirement arrangement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 shall be permanent. H.R.4946 -- To amend the Internal Revenue Code of 1986 to provide health care incentives. (Rep Hayworth, J. D.)

Client expense: $3,086,454 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Corporate Governance - H.R. 3763, S. 2673, H.R. 5118 Pension Reform - H.R. 3762, S. 1992, S. 1971

Client expense: $787,699 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Nuclear Regulatory Commission (NRC), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of

S. 2460: "Shareholder Bill of Rights Act" Legislation to guarantee persons who invest in publicly held companies accurate information about the financial condition of such companies so they can make fully informed investment decisions, to increase the independence of the Financial Accounting Standards Board, and for other purposes. H.R. 3622: "Emergency Worker and Investor Protection Act of 2002" Legislation to amend the Internal Revenue Code of 1986 to extend the golden parachute excise tax to sales of company stock by corporate insiders occurring when the company prevents rank-and-file employees from selling company stock held in their 401(k) plan, and to ensure more accurate reporting of liabilities to workers and shareholders. S. 1838, H.R. 3640, H.R. 3692: "Pension Protection and Diversification Act of 2001" Legislation to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to ensure that individual account plans. S. 1921: "Pension Plan Protection Act" Legislation to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to provide greater protection of workers' retirement plans, to prohibit certain activities by persons providing auditing services to issuers of public securities, and for other purposes. S. 1969. S. 1992, H.R. 2269, H.R. 3669, H.Res. 386, H.R. 3762: "Pension Security Act of 2002" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide additional protections to participants and beneficiaries in individual account plans from excessive investment in employer securities and to promote the provision of retirement investment advice to workers managing their retirement income assets, and to amend the Securities Exchange Act of 1934 to prohibit insider trades during any suspension of the ability of plan participants or beneficiaries to direct investment away from equity securities of the plan sponsor. S. 1971: "National Employee Savings and Trust Equity Guarantee Act" Legislation to amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974 to protect the retirement security of American workers by ensuring that pension assets are adequately diversified and by providing workers with adequate access to, and information about, their pension plans, and for other purposes. S. 2087 Legislation to amend the Internal Revenue Code of 1986 to allow employers a credit against income tax for the provision of independent investment advice to employees. H.R. 3463: "Pension Protection Act" Legislation to amend the Internal Revenue Code of 1986 to provide protections for participants in cash or deferred arrangements under section 401(k) with respect to the acquisition and holding of employer securities. H.R. 3509: "Pension Protection Bill" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 to provide additional fiduciary protections for participants and beneficiaries under employee stock ownership plans with respect to lockdowns placed on plan assets. H.R. 3677: "Safeguarding America's Retirement Act of 2002" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to provide new protections under applicable fiduciary rules for participants and beneficiaries under 401(k) plans and to provide for 3-year vesting of elective deferrals under such plans. H.R. 4075: "Ending the Double Standard for Stock Options Act" Legislation to amend the Internal Revenue Code of 1986 to provide that corporate tax benefits from stock option compensation expenses are allowed only to the extent such expenses are included in a corporation's financial statements. S. 1919: "Retirement Security Protection Act of 2002" Legislation to amend the Employee Retirement Income Security Act of 1974 to provide for improved disclosure, diversification, account access, and accountability under individual account plans. S. 2032: "Investor-Employees Need Financial Facts and Options for Responsible Retirement Plan Management Act of 2002" Legislation to amend the Employee Retirement Income Security Act of 1974 to provide for improved disclosure, diversification, account access, and accountability under individual account plans. H.R. 3623: "Employee Savings Protection Act of 2002" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 to prohibit knowing misrepresentations by fiduciaries of 401(k) plans which may induce participants and beneficiaries to act contrary to their own best interest in controlling the assets in their own accounts, and to amend title 11 of the United States Code to protect claims based on such misrepresentations. H.R. 3642: "401(k) Pension Right to Know Act of 2002" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 to require plan administrators of 401(k) plans to provide semiannual reports to participants and beneficiaries fully and accurately disclosing the financial health of the plan sponsor and promoting diversification of investment of their plan assets. H.R. 3657: "Employee Pension Freedom Act of 2002" Legislation to amend the Employee Retirement Income Security Act of 1974 to provide for improved disclosure, diversification, account access, and accountability under individual account plans. H.R. 3840: "Inside Stock Sales Employee Notification Act of 2002" Legislation to amend title I of the Employee Retirement Income Security Act of 1974 to provide for timely notification of plan participants and beneficiaries whose individual accounts hold employer securities of insider trading in employer securities.

Client expense: Not reported · Firm income: $80,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

Issues related to retirement issues generally and insurance products, particularly S1992 and HR 3762.

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposed regulations imposing payroll withholding on ESPPS and ISOs. H.R. 3762, the Pension Security Act of 2002, and S. 1971, National Employee Savings and Trust Equity Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: $20,000

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office

S. 1971, National Employee Savings and Trust Equity Act of 2002, diversification provisions, employer stock caps, blackout periods. H.R. 3762, Pension Security Act of 2002, diversification provisions, employer stock caps, blackout periods. H.R. 3669, Employee Retirement Savings Bill of Rights, diversification provisions, employer stock caps, blackout periods. S. 1992, Protecting America's Pensions Act of 2002, diversification provisions, employer stock caps, blackout periods.

Client expense: Not reported · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

Proposed regulations imposing payroll withholding on ESPPs and ISOs. S. 1971, National Employee Savings and Trust Equity Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages. H.R. 3762, the Pension Security Act of 2002, exclusion of ISOs and ESPPS from FICA and FUTA wages.

Client expense: Not reported · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office

S.1921 - Baucus-Grassley Pension Reform Bill; S.1971 - National Employee Savings and Trust Equity Guarantee Act; H.R.3672 - The Pension Security Act. Lobbied for H.R. 3762 and against the other bills above; specifically, lobbied against diversification of Defined Contribution Plan Assets, electronic disclosure of insider trading, and repeal of limitation on issuance of Treasury guidance on non-qualified deferred compensation.

Client expense: Not reported · Firm income: $180,000

Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Proposed regulations imposing payroll withholding on ESPPs and ISOs. S. 1971, National Employee Savings Trust Equity Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages. H.R. 3762, the Pension Security Act of 2002, exclusion of ISOs and ESPPs from FICA and FUTA wages.

Client expense: Not reported · Firm income: $20,000

Government targets: Council of Economic Advisers (CEA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, Treasury, Dept of, Vice President of the U.S., White House Office

HR 3762 Pension Security Act of 2002 HR 3919 Pension Interest Rate Relief Act of 2002 S 1971 National Employee Savings and Trust Equity Guarantee Act S 2563 To amend the Internal Revenue Code of 1986 and the Employee Retirement Income Security act of 1974 with respect to the interest rate range for additional funding requirements, and for other purposes.

Client expense: $1,032,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Commerce, Dept of (DOC), Defense, Dept of (DOD), Drug Enforcement Administration (DEA), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), Federal Bureau of Investigation (FBI), Federal Deposit Insurance Corporation (FDIC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Agency (NSA), Navy, Dept of, Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), Peace Corps, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Agency for International Development (USAID), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Information Agency (USIA), U.S. Postal Service (USPS), U.S. Secret Service, White House Office

Pension Reform and Statutory Stock Option Tax Withholding: HR 3762 Stock Option Expensing: S 1940

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

HR 4931, HR 3762, HR 1731,

Client expense: $300,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Vice President of the U.S., White House Office