Commercial Spectrum Enhancement Act

H.R. 5262 - Health Savings Accounts H.R. 5638 - Taxes - 3% withholding on payments for goods & services by federal and state governments

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

-H.R. 3683; Gas Tax Relief Act of 2005; opposed suspending federal motor fuels taxes. -H.R. 5638; Permanent Estate Tax Relief Act of 2006; on provision repealing the estate tax permanently. -Support efforts to ensure financial solvency of Highway Trust Fund.

Client expense: $245,375 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

S1933 S3274 S1869 S1772 S260 S864 S582 S518 S852 S3569 S2766 S2611 S1955 SCONRES83 HR9 HR5631 HR4975 HR2803HR4890 HR5638 HR5694 HR4844 HR2566 HR2419 HR2360 HR697 HR1316 HR4297 HR3010HR739 HR740 HR741 HR742 HR3761 HR1606 HR2830 HR1158.

Client expense: $205,000 · Firm income: Not reported

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

HR 8, Death Tax Permanency Repeal Act; HR 5638 Permanent Estate Tax Relief Act, all issues relating to estate tax reform

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Repeal and revenue loss of the estate tax, incl. H.R. 8, H.R. 5638 & S. 3626, as well as applicable provisions in H.R. 5970

Client expense: $109,012 · Firm income: Not reported

Government targets: Education, Dept of, Federal Bureau of Investigation (FBI), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

Repeal and revenue loss of the estate tax, incl. H.R. 8, H.R. 5638 & S. 3626, as well as applicable provisions in H.R. 5970

Client expense: $109,012 · Firm income: Not reported

Government targets: Education, Dept of, Federal Bureau of Investigation (FBI), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), SENATE

HR 8, HR 5638, S 420, S 928, the so-called "Death Tax Elimination Act": urged lawmakers to make the repeal of the estate tax permanent or increase the threshold under which it is imposed.

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 196, HR 339, HR 809, HR 1234, HR 1500, HR 1684, HR 2121, HR 4006, HR 4297, S 7, S 8, S 758, S 849, S 1624, S 1565, S 1568, S 1685, S 1780, S 1789, HR 4520, HR 5638, S 832, S 2462, S 2688, HR 1932, S 2020, HR 4019, HR 6167

Client expense: $1,800,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

* Estate Tax Relief Act: H.R. 8, S. 420, H.R. 5638 Estate Tax and Extension of Tax Relief Act: H.R. 5970 Economic Growth Package Tip Tax Fairness Act: H.R. 2034 AMT: H.R. 4227 Restaurant Depreciation: H.R. 920, S. 419 Social Security Mismatches Food Donation: S. 1885 Work Opportunity Tax Credit: H.R. 2047 Building Depreciation: H.R. 920, S. 419 Business Meal Deductibility: S. 1482, H.R. 2094 Tax Relief and Health Care Act: H.R. 6111 Estate Tax and Extension of Tax Relief Act: H.R. 5970 3 15

Client expense: $1,800,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Education, Dept of, Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, State, Dept of (DOS)

HR 6225/S 2509 National Insurance Act of 2006 HR 2251/HR 2830/S 1783 - COLI Best Practices Act HR 8/HR 5638/HR 5790 - Repeal of teh Estate Tax; Permanent Estate Tax Relief Act; Extension of Tax Relief Act HR 819/S 381- Retirement Security for Life Act HR 3019 - Life-Non-Life Consolidated Tax Return Legislation

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Worked to defeat Senate leaders proposal to repeal the LIFO inventory accounting method to pay for a $100-per-family gas tax rebate. Worked for enactment of legislation to make Death Tax repeal permanent (Estate Tax and Extension of Tax Relief Act (H.R. 5970)). Worked for compromise estate tax legislation (H.R. 5638).

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

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

H.R.2070 Gas Price Spike Act of 2005 H.R.3544 Gasoline Price Stabilization Act of 2005 H.R.3664 Consumer Reasonable Energy Price Protection Act of 2005 H.R.3752 Gas Price Relief Act of 2005 H.R.3883 Timber Tax Act of 2005 H.R.4203 Windfall Profits Rebate Act of 2005 H.R.4248 To amend the Internal Revenue Code of 1986 to impose a temporary windfall profit tax on crude oil and to use the proceeds to carry out the Low-Income Home Energy Assistance Act of 1981 H.R.4263 Windfall Profits and Consumer Assistance Act of 2005 H.R.4276 Consumer Windfall Excess Oil Profits Protection Act of 2005 H.R.4449 Consumer Energy Assistance and Fairness Act of 2005 H.R.5421 To amend the Internal Revenue Code of 1986 to restore the estate tax H.R.5421 To amend the Internal Revenue Code of 1986 to restore the estate tax and repeal the carryover basis rule, to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, and to reduce the rate of the estate and gifts taxes to the generally applicable capital gains income tax rate. H.R.6065 Tax Free Health Savings Act of 2006 H.R.6327 Free File Reform Act of 2006 H.RES.851 Providing for consideration of the bill (H.R. 5522) H.RES.885 Providing for consideration of the bill (H.R. 5638) to amend the Internal Revenue Code of 1986 H.RES.939 Providing for consideration of the bill (H.R. 1956) to regulate certain State taxation of interstate commerce, and for other purposes. H.RES.966 Providing for consideration of the bill (H.R. 5970) to amend the Internal Revenue Code HR 1898 To amend the Internal Revenue Code of 1986 to repeal the excise tax on telephone and other communications services. HR 1956 Business Activity Tax Simplification Act of 2005 HR 2121 Generating Retirement Ownership Through Long Term Holdings HR 2842 To require the Congressional Budget Office and the Joint Committee on Taxation to use dynamic economic modeling in addition to static economic modeling in the preparation of budgetary estimates of proposed changes in Federal revenue law. HR 5262 Tax Free Health Savings Act of 2006 HR 5522 Foreign Operations, Export Financing, and Related Programs Appropriations Act of 2007 HR 5552 Securing America's Future Economy Commission Act HR 5638 Permanent Estate Tax Relief Act of 2006 HR 5684 United States-Oman Free Trade Agreement HR 5859 Commission On Reforming Entitlement Spending Act HR 5970 Estate Tax and Extension of Tax Relief Act HR 6057 To amend the Internal Revenue Code of 1986 to provide for the indexing of certain assets for purposes of determining gain or loss. HR 6111 Tax Relief and Health Care Act of 2006 S 1631 Windfall Profits Rebate Act of 2005 S 287 A bill to require the Congressional Budget Office and the Joint Committee on Taxation to use dynamic economic modeling in the preparation of budgetary estimates of proposed changes in Federal revenue law. S 3491 Securing America's Future Economy Commission Act S.1791 Timber Tax Act of 2005 S.1809 Recapture Excess Profits and Invest in Relief (REPAIR) Act of 2005 S.1981 Windfall Profits Tax Act of 2005 S.2103 A bill to impose a temporary windfall profits tax on crude oil and provide a rebate to each household from the revenues resulting from such tax. S.2721 Business Activity Tax Simplification Act of 2006 S.3626 Estate Tax Relief and Reform Act of 200 S.3626 Estate Tax Relief and Reform Act of 2006 S.3829 Tax Relief and Minimum Wage Act of 2006

Client expense: $740,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

H.R.2070 Gas Price Spike Act of 2005 H.R.3544 Gasoline Price Stabilization Act of 2005 H.R.3664 Consumer Reasonable Energy Price Protection Act of 2005 H.R.3752 Gas Price Relief Act of 2005 H.R.4203 Windfall Profits Rebate Act of 2005 H.R.4248 To amend the Internal Revenue Code of 1986 to impose a temporary windfall profit tax on crude oil and to use the proceeds to carry out the Low-Income Home Energy Assistance Act of 1981 H.R.4263 Windfall Profits and Consumer Assistance Act of 2005 H.R.4276 Consumer Windfall Excess Oil Profits Protection Act of 2005 H.R.4449 Consumer Energy Assistance and Fairness Act of 2005 H.R.5421 To amend the Internal Revenue Code of 1986 to restore the estate tax and repeal the carryover basis rule, to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, and to reduce the rate of the estate and gifts taxes to the generally applicable capital gains income tax rate. H.RES.885 Providing for consideration of the bill (H.R. 5638) to amend the Internal Revenue Code of 1986 HR 5638 Permanent Estate Tax Relief Act of 2006 S 1631 Windfall Profits Rebate Act of 2005 S.1809 Recapture Excess Profits and Invest in Relief (REPAIR) Act of 2005 S.1981 Windfall Profits Tax Act of 2005 S.2103 A bill to impose a temporary windfall profits tax on crude oil and provide a rebate to each household from the revenues resulting from such tax. S.3626 Estate Tax Relief and Reform Act of 200 S.3626 Estate Tax Relief and Reform Act of 2006 S.3829 Tax Relief and Minimum Wage Act of 2006

Client expense: $740,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

QUESTION 17. (CONTINUED FROM PAGE 2): Federal Reserve Board, Office of Comptroller of the Currency, Govt. Accountability Office, SEC, IRS, FDIC, National Credit Union Administration, Small Business Administration Financial Services for the Military, H.R. 485; Credit Union Conversion, H.R. 3206; Universal Default, H.R. 3492; USA PATRIOT Act, H.R. 3199, S. 1389; Overdraft Protection, H.R. 3449; IRA Accounts, H.R. 3574; State College Tuition Programs, H.R. 3585; Interchange Fees, H.R. 393; Pension Funding, H.R. 2830, S. 1783; Home Equity Conversion Mortgages, S. 1710, H.R. 2892. Deposit Insurance Reform, S. 1932; Regulatory Burden Relief, H.R. 3505, S. 2856; Risk-Based Capital Guidelines (Basel I-A and II); Deposit Insurance for industrial loan companies, H.R. 5746; Concentrations in Commercial Real Estate; Deposit Insurance Reform Act Implementing Regulations; Security Data Protection, Breach Notification & Security Freeze Bills, H.R. 3997, H.R. 4127, H.R. 5318, S. 3568; Regulations Implementing the Fair and Accurate Credit Transactions Act (FACT Act); Sarbanes-Oxley Act Implementation; Regulations Implementating the Junk Fax Protection Act; Dual Regulation of Insurance, S. 2509, H.R. 6225; CRA Regulations; Public Company Accounting Oversight Board Rules; Bank Secrecy Act Rules; Rules Regarding Money Services Businesses; Predatory Lending Regulations & Legislation, H.R.1295; Tax Legislation, H.R. 4297, H.R. 6111; Currency Transaction Report Legislation, H.R. 5341; National Flood Insurance Program Reform, H.R. 4973; FHA Legislation, H.R. 3043, H.R. 5121; Internet Gambling Legislation, H.R. 4411, H.R. 4777, H.R. 4954; Real Estate Brokerage Regulations & Legislation; OCC Preemption; USA PATRIOT Act Implementation & Legislation; OTS Preemption; Estate Tax Reform, H.R. 8, H.R. 5638; SBA Appropriations, H.R. 5672; Uniform State Tax Legislation, H.R. 1956; Terrorism Risk Insurance Legislation, Postal Service Reform Legislation, H.R. 6407; Export-Import Bank legislation, S. 3938; Bankruptcy bill, S. 4044; Financial Netting legislation, H.R. 5585; Dept. of Defense Authorization, H.R. 5122; Safe Ports Act, H.R. 4954; Credit Rating Agency bill, S. 3850. Regulation: Regulations implementing the Gramm-Leach-Bliley Act; Regulations on mortgage lending; Regulations on Overdraft Protection Programs; Regulations implementing the Truth-in-Savings Act, Reg DD; Regulations on the "Do Not Call" Registry; Regulation B of the SEC; Regulations on Privacy; Regulations on Available for Sale securities and securities that are other than temporarily impaired; Regulations on FDIC Preemption of State Laws. Regulations under the Truth-in-Lending A ct, Reg. Z; Capital Adequacy Regulations; SBA Regulations; Reports of Income and Condition; Regulations under the Sarbanes-Oxley Act; Regulation R of the Federal Reserve & SEC; Regulation on large depositors; EFT Regulation E; Regulation implementing the Regulatory Burden Relief Act; Federal Home Loan Bank Regulations. Legislation: Real Estate Brokerage and Management, S. 98, H.R. 111, Interest on Business Checking Accounts, H.R. 1224, S. 1586; GSE Regulations, S. 190, H.R. 1461; Credit Unions, H.R. 2317, H.R. 749; Fair Debt Collections Practices Amendments, H.R.1025;

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of

H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum

Client expense: $1,743,165 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 8 Death Tax Repeal HR 5970 Estate Tax, Minimum Wage, and Tax Extender Bill HR 1956 BAT HR 4297 Tax Reconciliation HR 5638 Permanent Estate Tax Relief

Client expense: $382,166 · Firm income: Not reported

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

S. 2152, S. 2153, Streamline Senate sales tax bills Revamping the tax code H.R. 6111, Tax Relief and Health Care Act of 2006 S. 7, Jobs and Growth Tax Relief package S. 1, Social Security overhaul S. 2, tax reform Last-in-First-out (LIFO) accounting for Inventory AMT repeal/reform H.R. 25, Fair tax proposal H.R. 5638, S. 420, death tax reform legislation Transition provisions of FSC/ETI repeal law Expiring tax provisions S. 1066, H.R. 2471, the Economic Development Tax Act of 2005 Bill to prevent certain discriminatory taxation of natural gas pipeline property H.R. 5638, Permanent Estate Tax Relief Act H.R. 4845, re. high tech issues (R&D tax credit) S. 2557, Oil and Gas Antitrust Act H.R 1956, Business Activity Tax Simplification Act Renewing internet tax moratorium H.R. 5970, Estate Tax & Extension of Tax Relief Act of 2006 German-American tax treaty H.R. 4297, Tax Increase Prevention & Reconciliation Act of 2005

Client expense: $3,640,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Postal Service (USPS), U.S. Trade Representative (USTR), White House Office

and H.R. 6048 - Combined tax and health and trade bill (extending R&D credit) H.R. 1956 - Business Activity Tax Simplification Act (BATSA); H.R. 5638 - Estate Tax Reform; Home Mortgage Deduction (affects mortgages on boats); S. 3838 and H.R. 4421 - S. Corporation Reform Act of 2006 and similar House bill; .R. 6111.

Client expense: $179,350 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), Occupational Safety & Health Administration (OSHA), SENATE, Transportation, Dept of (DOT), Treasury, Dept of

H.R.8, to make the repeal of the estate tax permanent H.R.1624, repeal of estate tax H.R.1684, to amend the Internet Tax Freedom Act to make permanent the moratorium on certain taxes relating to the Internet H.R.2904, to amend the Internal Revenue Code of 1986 to allow a credit against the income tax for an owner of a radio broadcasting station which donates the license and other assets of such station to a nonprofit corporation for purposes of supporting nonprofit fine arts and performing arts organizations H.R.4708, to increase the refundable amount of the child credit in the case of taxpayers who had a primary residence in the Hurricane Katrina disaster area on August 28, 2005 H.R.4862, to amend the Internet Tax Freedom Act to make permanent the moratorium on certain taxes relating to the Internet and to electronic commerce H.R.5422, to amend the Internet Tax Freedom Act to make permanent the moratorium on taxes on internet access and on multiple and discriminatory taxes on electronic commerce H.R.5638, to amend the Internal Revenue Code of 1986 to increase the unified credit against the estate tax to an exclusion equivalent of $5,000,000 and to repeal the sunset provision for the estate and generation-skipping taxes, and for other purposes H.R.5970, To amend the Internal Revenue Code of 1986 to increase the unified credit against the estate tax to an exclusion equivalent of $5,000,000, to repeal the sunset provision for the estate and generation-skipping taxes, and to extend expiring provisions, and for other purposes S.849, to make the moratorium on Internet access taxes and multiple and discriminatory taxes on electronic commerce permanent S.928, a bill to amend the Internal Revenue Code of 1986 to provide for the immediate and permanent repeal of the estate tax on family-owned businesses and farms S.1147, to amend the Internal Revenue Code of 1986 to provide for the expensing of broadband Internet access expenditures S.1321, to amend the Internal Revenue Code of 1986 to repeal the excise tax on telephone and other communications services S. 2366, to amend the Internal Revenue Code of 1986 to replace the recapture bond provisions of the low income housing tax credit program S. 3626, A bill to amend the Internal Revenue Code of 1986 to provide estate tax relief and reform, and for other purposes

Client expense: $1,100,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE

S. 3838 Subchapter S/ Small bus. tax relief FOR H.R. 3574 / S. 2431 IRA Savings expansion FOR H.R. 4421 Subchapter S tax relief FOR S. 6 Individual tax relief FOR H.R. 1186 / H.R. 4096 AMT relief FOR S. 1103 / H.R. 1599 AMT relief FOR S. 965/H.R.2239 Subchapter S Reforms FOR H.R. 3574 Expanded savings incentives FOR H. RES. 209 Soc. Security bank option FOR S. 545 / H.R. 1163 Lifetime savings incentives FOR S. 546 / H.R. 1162 Retirement savings incentives FOR H.R. 809 / S. 1424 Dividend and capital gains relief FOR S. 1424 / H.R. 4296 Capital gains and dividend relief FOR H.R. 1388 / S. 1523 Small business tax relief FOR S. 3857 Small business tax relief FOR H.R. 2061 / S. 1568 Community bank tax relief FOR H.R. 2317 Credit union powers AGAINST H.R. 4297 / S. 2020 Tax relief FOR H.R. 3841 Small business tax relief FOR H.R. 4 Expanded Pension / Retirement Acts. FOR H.R. 6111 Enhanced Health Savings Accts. FOR H.R. 8 / H.R. 5638 Estate tax relief FOR H.R. 64 / S. 1523 Estate tax relief FOR

Client expense: $941,428 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Farm Credit Administration, Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, White House Office

H R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386 College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682 Long Term Care and Retirement Security Act of 2005 H.R. 3019 Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts incertain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2397, Aging with Respect and Dignity Act of 2005 S.2397 Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See addendum page.

Client expense: Not reported · Firm income: $100,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Worked for enactment of legislation to make Death Tax repeal permanent (Estate Tax and Extension of Tax Relief Act (H.R. 5970)). Worked for enactment of compromise estate tax legislation (H.R. 5638).

Client expense: Not reported · Firm income: Not reported

Government targets: Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 5970, Estate Tax and Extension of Tax Relief Act, to provide meaningful reform of the estate tax and other tax relief to small businesses H.R. 8/S. 420, Death Tax Repeal Permanency Act, seeking full and permanent repeal of the estate tax; H.R. 5638, Permanent Estate Tax Relief Act, seeking meaningful reform of the estate tax;

Client expense: $120,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

H.R. 4297 Tax deduction for spousal business travel Estate Tax Relief H.R. 8; H.R. 5638; S. 3626 Tax Relief Extensions

Client expense: Not reported · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Occupational Safety & Health Administration (OSHA), SENATE

H.R. 8 Death Tax Repeal Permancy Act H.R. 5638 Permanent Estate Tax Relief Act

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 8 HR 5638

Client expense: Not reported · Firm income: $100,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

HR 5638 - support elimination of estate tax HR 5970 - support elimination of estate tax HR 6111 - Tax Relief and HEalth Care Act - support extension of research and development tax credit

Client expense: $60,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

caps, and technical corrections to the Deficit Reduction Act of 2005; 3) S. 1826 providing tax incentives to encourage employers to hire older workers. 1) H.R. 5638, H.R. 5970, H.R. 5421, H.R. 8, H.R. 183, H.R. 64, S. 420 revising the federal estate tax; 2) H.R. 6111: provisions pertaining to Medicare physician payments, health savings accounts, the Medicare Advantage Stabilization Fund, therapy

Client expense: $4,580,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE