To make permanent the individual income tax rates for capital gains and dividends.

Energy bill; tax related issues and pipeline issues and LIHEAP; Taxation of Dividends (HR 2312, S 502); Depreciation of Utility Property (HR 5351) ; Energy Production Incentives (HR 5351); Emergency Economic Stabilization Act of 2008 (HR 1424)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2312 dividend and capital gains tax cut permanency Support tax provisions in the stimulus package allowing accelerated losses and/or additional R&D credits for small biotechnology companies

Client expense: Not reported · Firm income: $12,275

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE

H.R. 2312 dividend and capital gains tax cut permanency Support tax provisions in the stimulus package allowing accelerated losses and/or additional R&D credits for small biotechnology companies

Client expense: $137,373 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE

HR 2796 / S 2126--capital gains tax exclusion for mututal funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; PL 110-343--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; PL 110-343--Emergency Economic Stabilization Act-market rescue and tax extenders legislation.

Client expense: $430,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R. 2312/S. 502 to repeal the sunset date on the current tax rates for capital gains and dividends. H.R. 7201, the Energy Improvement and Extension Act. H.R. 7005, the AMT Relief Act. S. 3335, the Jobs, Energy, Families, and Disaster Relief Act. S. 3125, the Energy Independence and Tax Relief Act H.R. 7060, the Renewable Energy and Job Creation Tax Act H.R. 7202, the Temporary Tax Relief Act H.R. 6275, the Alternative Minimum Tax Relief Act.

Client expense: $660,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

H.R. 6049 - the Renewable Energy and Job Creation Act of 2008 S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 1366 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 2312 - To make permanent the individual income tax rates for capital gains and dividends S. 502 - To make permanent the individual income tax rates for capital gains and dividends H.R. 3976 - To amend the Internal Revenue Code of 1986 to make permanent the deduction for contributions of food inventory by all corporations. H.R. 5134 - Beginning Farmers and Ranchers Act of 2007 (IRS) S. 2637 - Beginning Farmers and Ranchers Act of 2008 H.R. 2380 - Death Tax Repeal Permanency Act of 2007 H.R. 197 - to extend the tax credit for electricity produced by wind for five years S. 689, Good Samaritan Hunger Relief Tax Incentive Extension Act of 2007 S. 1621 - to shorten depreciation of farm equipment from seven to five years S. 2239 Equity for our Nations Self-Employment Act H.R. 3660 - Equity for our Nations Self-Employment Act H.R. 3039 - to purchase replacement property under section 1031 S. 469 to make the enhanced deduction of donated conservation easements permanent H.R. 1576 to make the enhanced deduction of donated conservation easements permanent S. 777 to repeal the three percent withholding on government payments H.R. 1023 - to repeal the three percent withholding on government payments H.R. 2659 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments S. 1155 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments H.R. 3708 to increase the maximum amount of land provided by a conservation easement that can be excluded from estate taxes S. 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S, 3335 Jobs, Energy, Families and Disaster Relief Act of 2008 H.R. 5719 Taxpayer Assistance and Simplification Act of 2008 H.R. 6275 Alternative Minimum Tax Relief Act of 2008 S. 3125 Energy Independence and Tax Relief Act of 2008 H.R. 5351 Renewable Energy and Energy Conservation Act of 2008 S. 3478 Energy Independence and Investment Act of 2008 H.R. 5140 Recovery Rebates and Economic Stimulus for the American People Act of 2008 H.R. 1424 Emergency Economic Stabilization Act H.R. 7005 Alternative Minimum Tax Relief Act of 2008 H.R. 7060 Renewable Energy and Job Creation Tax Act of 2008 H.R. 3321 Wind Energy Tax Credit

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Minerals Management Service, SENATE, U.S. Trade Representative (USTR)

Corporate and Individual Taxation Taxation of Dividends (HR 2312, S 502) Depreciation of Utility Property (HR 5351) Energy Production Incentives (HR 5351)

Client expense: $170,000 · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of

H.R. 2312 dividend and capital gains tax cut permanency

Client expense: Not reported · Firm income: $18,350

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE

H.R. 2312 dividend and capital gains tax cut permanency

Client expense: $119,217 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE

HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation; HR 1424--market rescue and tax extender legislation.

Client expense: $490,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R 2312/ S.502 to repeal the sunset date on the current tax rates for capital gains and dividends. H.R. 4351 The AMT Relief Act H.R. 3996 Temporary Tax Relief Act of 2007 H.R. 3056 Tax Collection Responsibility Act of 2007

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

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 2776 Renewable Energy and Energy Conservation Tax Act of 2007 - all provisions impacting the electric utility industry H.R. 2305 Smart Meters' Act of 2007 - all provisions impacting the electric utility industry H.R. 197 To amend the Internal Revenue Code of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable resources - all provisions impacting the electric utility industry H.R. 1977 To amend the IRC of 1986 to allow solar and geothermal ITC for public utility property - all provisions impacting the electric utility industry H.R. 2148 To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale - all provisions impacting the electric utility industry S. 1617 Fuel Reduction using Electrons to End Dependence On the Mid-East (FREEDOM) Act of 2007 - all provisions impacting the electric utility industry H.R. 2312 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates - all provisions impacting the electric utility industry S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates - all provisions impacting the electric utility industry H.R. 2137 Super-Efficient Appliance Incentives and Market Transformation Act of 2007 - all provisions impacting the electric utility industry - all provisions impacting the electric utility industry S. 822 EXTEND the Energy Efficiency Incentives Act of 2007 - all provisions impacting the electric utility industry S. 2821 Clean Energy Tax Stimulus Act of 2008 - all provisions impacting the electric utility industry H.R. 5140 Economic Stimulus Act of 2008 - all provisions impacting the electric utility industry H.R. 6049 Renewable Energy and Job Creation Act of 2008 - all provisions impacting the electric utility industry H.R. 6049 Energy and Tax Extenders Act of 2008 - all provisions impacting the electric utility industry S. 3125 Energy Independence and Tax Relief Act of 2008 - all provisions impacting the electric utility industry

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

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

Corporate and Individual Taxation Taxation of Dividends (HR 2312, S 502) Depreciation of Utility Property (HR 5351) Energy Production Incentives (HR 5351)

Client expense: $220,000 · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of

H.R.2776, "Renewable Energy Conservation Tax Act of 2007" To amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation; all provisions relating to renewable production tax credit, smart meters, and ITC for solar. H.R.2305, to provide a 5 year applicable recovery period for depreciation of qualified energy management devices; all provisions relating to smart meters. H.R. 197, to amend the IRC of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable sources; all provisions relating to amending the IRC of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable sources. H.R. 2148 To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale; all provisions relating to the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale. HR 2312 / S.502 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; all provisions relating to the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates. S.2821, "The Clean Energy Tax Stimulus Act of 2008" A bill to amend the Internal Revenue Code of 1986 to provide for the limited continuation of clean energy production incentives and incentives to improve energy efficiency in order to prevent a downturn in these sectors that would result from a lapse in the tax law; all provisions relating to renewable production tax credit and ITC for solar. H.R. 5140 "Economic Stimulus Act of 2008". To provide economic stimulus through recovery rebates to individuals, incentives for business investment, and an increase in conforming and FHA loan limits; all provisions relating to renewable production tax credit, smart meters, and ITC for solar. H.R. 6049, the Renewable Energy and Job Creation Act of 2008 To amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief, and for other purposes; all provisions relating to renewable production tax credit, smart meters, and ITC for solar. S.3125, "Energy Independence and Tax Relief Act of 2008" A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes; all provisions relating to renewable production tax credit, smart meters, and ITC for solar.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 6049 - the Renewable Energy and Job Creation Act of 2008 S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 1366 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 2312 - To make permanent the individual income tax rates for capital gains and dividends S. 502 - To make permanent the individual income tax rates for capital gains and dividends H.R. 3976 - To amend the Internal Revenue Code of 1986 to make permanent the deduction for contributions of food inventory by all corporations. H.R. 3996 Temporary Tax Relief Act H.R. 5134 - Beginning Farmers and Ranchers Act of 2007 S. 2637 - Beginning Farmers and Ranchers Act of 2008 H.R. 5351 - Renewable Energy and Energy Conservation Tax Act of 2008 H.R. 4215 Updates the Optional Method for Computing Net Earnings from Self-employment H.R. 5140 - Economic Stimulus Act of 2008 H.R. 2380 - Death Tax Repeal Permanency Act of 2007 H.R. 197 - to extend the tax credit for electricity produced by wind for five years S. 689, Good Samaritan Hunger Relief Tax Incentive Extension Act of 2007 S. 1621 - to shorten depreciation of farm equipment from seven to five years H.R. 2280 - to shorten depreciation of farm equipment from seven to five years S. 700 Endangered Species Recovery Act H.R. 1422 - Endangered Species Recovery Act S. 2239 Equity for our Nations Self-Employment Act H.R. 3660 - Equity for our Nations Self-Employment Act H.R. 3039 - to purchase replacement property under section 1031 S. 469 to make the enhanced deduction of donated conservation easements permanent H.R. 1576 to make the enhanced deduction of donated conservation easements permanent S. 777 to repeal the three percent withholding on government payments H.R. 1023 - to repeal the three percent withholding on government payments H.R. 2659 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments S. 1155 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments H.R. 196 - to make tax incentives for ethanol and biodiesel permanent S. 760 to provide tax incentives to protect habitats for endangered species H.R. 1422 - to provide tax incentives to protect habitats for endangered species H.R. 3221 - Renewable Energy and Energy Conservation Tax Act of 2007 H.R. 197 to extend the tax credit for electricity produced by wind for five years H.R. 3708 to increase the maximum amount of land provided by a conservation easement that can be excluded from estate taxes H.R. 6275 Alternative Minimum Tax Relief Act of 2008 H.R. 5719 - Taxpayer Assistance and Simplification Act of 2008 S. 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008

Client expense: $750,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Minerals Management Service, SENATE, U.S. Trade Representative (USTR)

HR 5134/S 2637- Beginning Farmers and Ranchers Act of 2007 HR 2380-Death Tax Repeal Permanency Act of 2007 HR 1366/S 55-Individual Alternative Minimum Tax Repeal Act of 2007 HR 5719-Taxpayer Assistance and Simplification Act of 2008 S 2886-Alternative Minimum Tax and Extenders Tax Relief Act of 2008 HR 2312-To make permanent the individual income tax rates for capital gains and dividends HR 197-To amend the Internal Revenue Code of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable resources HR 3976-To amend the Internal Revenue Code of 1986 to make permanent the deduction for contributions of food inventory by all corporations. HR 2280-To amend the Internal Revenue Code of 1986 to treat certain farming business machinery and equipment as 5-year property for purposes of depreciation HR 1422-Endangered Species Recovery Act HR 3660-Equity for our Nation's Self-Employment Act HR 1576-To amend the Internal Revenue Code of 1986 to make permanent the special rule for contributions of qualified conservation contributions HR 3039-Farmland Relief Act of 2007 HR 4215-To amend the Internal Revenue Code of 1986 to update the optional methods for computing net earnings from self-employment HR 1023-To repeal the imposition of withholding on certain payments made to vendors by government entities HR 2659-Conservation Reserve Program Tax Fairness Act of 2007 HR 6275-Alternative Minimum Tax Relief Act of 2008

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 3708 American Family Farm and Ranchland Protection Act, H.R. 2380 Death Tax Repeal Permanency Act of 2007, H.R. 2312 to make permanent the individual income tax rates for capital gains and dividends, H.R. 196 Renewable Fuels and Energy Independence Promotion Act of 2007 H.R. 5351 Renewable Energy and Energy Conservation Tax Act of 2008H.R. H.R. 5140 - Economic Stimulus Act of 2008 H.R. 2312 - To make permanent the individual income tax rates for capital gains and dividends H.R. 2380 - Death Tax Repeal Permanency Act of 2007

Client expense: $246,203 · Firm income: Not reported

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

H.R. 2312 dividend and capital gains tax cut permanency

Client expense: $144,757 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

H.R. 2312 dividend and capital gains tax cut permanency

Client expense: Not reported · Firm income: $22,325

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

H.R. 3708 American Family Farm and Ranchland Protection Act, H.R. 2380 Death Tax Repeal Permanency Act of 2007, H.R. 2312 to make permanent the individual income tax rates for capital gains and dividends, H.R. 196 Renewable Fuels and Energy Independence Promotion Act of 2007

Client expense: $230,000 · Firm income: Not reported

S. 166 & H.R. 436 - Cell Phone Tax Moratorium Act of 2007 H.R. 1194, S. 140 & S. 170 - Telephone Excise Tax Repeal Act of 2007 H.R. 3056 - Tax Collection Responsibility Act of 2007 related to 3% tax withholding H.R. 3970 - Tax Reduction and Reform Act of 2007 related to reorganizations, corporate tax rates and other issues H.R. 5140 & Public Law No: 110-185, Economic Stimulus Act of 2008, related to bonus depreciation H.R. 3396 & S. 34 - Sales Tax Fairness and Simplification Act, related to telecommunications tax simplification H.R. 2312 & S. 502 - To make permanent the individual income tax rates for capital gains and dividends H.R. 5169 - Grow American Investment No Jobs Act of 2008, related to corporate tax rates H.R. 2138 & S. 41 & S. 2209 - To permanently extend the research credit H.R. (Staff Draft) & S. (Staff Draft) - VOIP Tax Sourcing Bill H.R. (Staff Draft) - Wireless Internet Tax Moratorium Proposed Treasury Regulations under Sec. 263 of the I.R.C. related to capitalization of repair costs

Client expense: $3,880,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 5134 - Beginning Farmers and Ranchers Act of 2007 S. 2637 - Beginning Farmers and Ranchers Act of 2008 H.R. 5351 - Renewable Energy and Energy Conservation Tax Act of 2008 H.R. 4215 - Updates the Optional Method for Computing Net Earnings from Self-employment H.R. 5140 - Economic Stimulus Act of 2008 S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 1366 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 2312 - To make permanent the individual income tax rates for capital gains and dividends S. 502 - To make permanent the individual income tax rates for capital gains and dividends H.R. 2380 - Death Tax Repeal Permanency Act of 2007 H.R. 197 - to extend the tax credit for electricity produced by wind for five years H.R. 3976 - to make the tax deduction for donated food permanent S. 689 - Good Samaritan Hunger Relief Tax Incentive Extension Act of 2007 S. 1621 - to shorten depreciation of farm equipment from seven to five years H.R. 2280 - to shorten depreciation of farm equipment from seven to five years S. 700 Endangered Species Recovery Act H.R. 1422 - Endangered Species Recovery Act S. 2239 Equity for our Nations Self-Employment Act H.R. 3660 - Equity for our Nations Self-Employment Act H.R. 3039 - to purchase replacement property under section 1031 S. 469 to make the enhanced deduction of donated conservation easements permanent H.R. 1576 to make the enhanced deduction of donated conservation easements permanent S. 777 to repeal the three percent withholding on government payments H.R. 1023 - to repeal the three percent withholding on government payments H.R. 2659 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments S. 1155 to reverse the IRS position that self-employment taxes should be paid on Conservation Reserve Program (CRP) payments H.R. 196 - to make tax incentives for ethanol and biodiesel permanent S. 760 to provide tax incentives to protect habitats for endangered species H.R. 1422 - to provide tax incentives to protect habitats for endangered species H.R. 3221 - Renewable Energy and Energy Conservation Tax Act of 2007

Client expense: $690,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Minerals Management Service, SENATE, U.S. Trade Representative (USTR)

S.1531, Clean Renewable Energy and Economic Development Incentives Act of 2007. H.R.197, To amend the Internal Revenue Code of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable resources. H.R.2137/S.822, Extend the Energy Efficiency Incentives Act of 2007. H.R.2148, To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale. H.R.2305, To amend the Internal Revenue Code of 1986 to provide a five-year applicable recovery period for depreciation of qualified energy management devices. H.R.2312/S.502, To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates. H.R.2776, Renewable Energy and Energy Conservation Tax Act of 2007. S.1617, To provide tax incentives for plug-in electric drive motor vehicles. H.R.1997, To amend the IRC of 1986 to allow solar and geothermal ITC for public utility property. H.R.5140, Economic Stimulus Bill.

Client expense: $570,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Nuclear Regulatory Commission (NRC), SENATE

H.R 2312/ S.502 to repeal the sunset date on the current tax rates for capital gains and dividends. H.R. 4351 The AMT Relief Act H.R. 3996 Temporary Tax Relief Act of 2007 H.R. 3056 Tax Collection Responsibility Act of 2007

Client expense: $490,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 2312 / S 502--permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185 / HR 3765 / S 2473--401(k) fee disclosure legislation

Client expense: $410,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Taxation of Dividends (HR 2312, S 502) Deprecation of Utility Property (HR 5351) Production Incentives (HR 5351)

Client expense: $150,000 · Firm income: Not reported

Government targets: Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of

HR 5140 - inclusion of Social Security beneficiaries in economic stimulus package HR 2312 - dividend and capital gains tax cut permanency

Client expense: Not reported · Firm income: $19,300

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

HR 5140 - inclusion of Social Security beneficiaries in economic stimulus package HR 2312 - dividend and capital gains tax cut permanency

Client expense: $114,845 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

Tax Incentives for Energy Production (HR 6), Taxation of Dividends (HR 2312, S 502), Depreciation of Utility Property Production Incentives.

Client expense: $211,508 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Interior, Dept of (DOI), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, UNDETERMINED

Tax Incentives for Energy Production (HR 6), Taxation of Dividends (HR 2312, S 502), Depreciation of Utility Property Production Incentives.

Client expense: $211,508 · Firm income: Not reported

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

Tax Incentives for Energy Production (HR 6), Taxation of Dividends (HR 2312, S 502) , Depreciation of Utility Property Production Incentives.

Client expense: $404,508 · Firm income: Not reported

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

H.R 2312/ S.502 to repeal the sunset date on the current tax rates for capital gains and dividends. H.R. 4351 The AMT Relief Act H.R. 3996 Temporary Tax Relief Act of 2007 H.R. 3056 Tax Collection Responsibility Act of 2007

Client expense: $938,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 2158 Repeal of the 1993 Tax Increase on Social Security Benefits H.R. 2380/H.R.1586 Permanent Estate Tax Repeal S.502/H.R.2312 Permanent Dividend and Capital Gains Tax Relief H.R. 3678 The Internet Tax Freedom Act of 2007

Client expense: Not reported · Firm income: $47,325

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2158 Repeal of the 1993 Tax Increase on Social Security Benefits H.R. 2380/H.R. 1586 Permanent estate Tax Repeal S. 502/H.R. 2312 Permanent Dividend and Capital Gains Tax Relief H.R. 3678 The Internet Tax Freedom Act of 2007

Client expense: $198,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

H.R. 2776--The Renewable Energy and Conservation Tax Act of 2007--Extension of Sec. 45 Renewable Production Tax Credit, Sec.48 Solar Investment Tax Credit extension and removal of utility exclusion, and 15-year depreciation for natural gas pipelines H.R. 6--Energy Independence Act of 2007(tax title)--Sec. 45 ext, Sec 48 ext, and 15-year depreciation of Natural Gas Pipelines HR 2312/S. 502-- tax cuts on dividends and cap. gains HR 3970/3996--R & D credit and lower corporate rate

Client expense: $681,728 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

HR 2796 / S 2126--capital gains tax exclusion for mutual funds; HR 3225--mutual fund fee reform legislation; HR 3185--defined contribution plan fee disclosure legislation; HR 2312 / S 502 permanent individual income tax rates for capital gains and dividends legislation; HR 878 / S 601--capital gains reporting legislation; HR 3185/ HR 3765 / S 2473--401(k) fee disclosure legislation.

Client expense: $890,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

below) relating to the application of U.S. law outside the United States, cross-border funds transfers, international sanctions, and issues relating to the implementation of such regulations listed below: S. 473, Combating Money Laundering and Terrorist Financing Act of 2007 H.R. 957, Iran Sanctions Act Amendments H.R. 1357, Iran Divestiture Act H.R. 1400, Iran Counter-Proliferation Act of 2007 H.R. 2312, Syria Accountability and Liberation Act H.R. 2347 and S. 1430, Iran Sanctions Enabling Act of 2007 S. 1612, International Emergency Economic Powers Enhancement Act USA Patriot Act, Pub. L. No. 107-56, final rules implementing section 312 Basel I-A and Basel II, notices of proposed rulemaking at 71 Fed. Reg. 55,830; 71 Fed. Reg. 77,446 Cross Border Funds Transfer, notices and requests for comment at 71 Fed. Reg. 14,289; 71 Fed. Reg. 35,564 It is anticipated that for the foreseeable future matters of interest will concern these and related topics. Legislative and regulatory issues of significance to international banks operating in the United States and matters of U.S. law affecting international banks located outside the United States that conduct business with entities and individuals in the United States and matters of interest to the Swiss financial center. During the period, topics of interest have included legislation (listed

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

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 2312 To make permanent the individual income tax rates for capital gains and dividends. - in favor H.R. 197 To amend the Internal Revenue Code of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable resources - in favor

Client expense: $630,000 · Firm income: Not reported

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)

H.R. 1023 To repeal the imposition of withholding on certain payments made to vendors by government entities. S.822 EXTEND the Energy Efficiency Incentives Act of 2007 - to amend the Internal Revenue Code of 1986 to improve and extend certain energy-related tax provisions, and for other purposes. H.R. 2312 - To make permanent the individual income tax rates for capital gains and dividends. H.R. 976 Small Business Tax Relief Act of 2007 - A bill to amend title XXI of the Social Security Act to reauthorize the State Children's Health Insurance Program, and for other purposes.

Client expense: $1,040,000 · Firm income: Not reported

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

Renewable /Wind Energy Production Tax Credit Dividend Rate Extension (H.R. 2312) Transco Tax Extension - 451(i)

Client expense: $460,000 · Firm income: Not reported

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Surface Transportation Board (STB)

Renewable /Wind Energy Production Tax Credit Dividend Rate Extension (H.R. 2312) Transco Tax Extension - 451(i)

Client expense: $440,000 · Firm income: Not reported

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Surface Transportation Board (STB)

S. 601 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2312 To make permanent the individual tax rates for capital gains and dividends S. 502 To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends at capital gains rates Issues related to Exchange Traded Notes H.R. 878 Simplification Through Additional Reporting Tax Act of 2007, provisions related to cost basis reporting H.R. 2796 Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007, provisions related to taxation of capital gains distributions

Client expense: $2,346,930 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 2380/H.R. 1586 - Permanent Estate Tax Repeal S. 502/H.R. 2312 - Permanent Dividend and Capital Gains Tax Relief

Client expense: Not reported · Firm income: $47,575

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

HR 6--Clean Energy Act of 2007 (Tax Title) HR 2776--Renewable Energy and Conservation Tax Act of 2007 HR 2312/S. 502--To make permanent the individual income tax rates for capital gains and dividends

Client expense: $841,821 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE