Estate Tax Reduction Act of 2007

H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008, provisions on oil and gas tax credits H.R. 1023, Withholding Tax Relief Act of 2007, provisions on 3% Tax Withholding Law H.R. 5719, Taxpayer Assistance and Simplification Act of 2008, provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 3996, Temporary Tax Relief Act of 2007, including provisions related to bonus depreciation and increased expensing. H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235, Estate Tax Reduction Act of 2007 H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R.2380, To make the repeal of the estate tax permanent. H. R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R.3170, Capital Gains and Estate Tax Relief Act of 2007 S.1726, Business Activity Tax Simplification Act of 2007. H.R. 5267, Business Activity Tax Simplification Act of 2008. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. S.AMDT.4348 to S.CON.RES.70 including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007 H.R. 1712, Research and Development Tax Credit Act of 2007 S. 41, Research Competitiveness Act of 2007 S. 2318, AMT Repeal and Tax Freedom Act S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 4351, AMT Relief Act of 2007 S. 2199/H.R. 3923, Offshore Deferred Compensation Reform Act of 2007 H.R. 5140, Economic Stimulus Act of 2008, provisions on bonus depreciation, increased expensing and taxes H.R. 5109/S.2592, Economic Growth Act of 2008 H.R. 5720, Housing Assistance Tax Act of 2008 S. 2821, Clean Energy Tax Stimulus Act of 2008 H.R. 6049, Energy and Tax Extender Act of 2008 H.R. 6275, Alternative Minimum Tax Relief Act of 2008 S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 The following issues did not have any specific legislation introduced: Issues related to the Research and Development Tax Credit Corporate repatriation of income earned abroad Temporary Waiver of the Income Tax Related to the Cancellation of Indebtedness Issues related to the Alternative Minimum Tax Legislation related to Estate/ Death Tax Issues Legislation to stimulate economic activity and spur job growth Economic Stimulus Legislation Possible legislation regarding a second economic stimulus bill Possible legislation regarding the automotive industry rescue plan S.____ A bill to amend the Internal Revenue Code of 1986 to stimulate business investment, and for other purposes H.R. 7044, To amend the Internal Revenue Code of 1986 to allow a temporary dividends received deduction for taxable years beginning in 2008 or 2009. S. 2668, the Modernize Our Bookkeeping In the Law for Employee's (MOBILE) Cell Phone Act of 2008 - including provisions relating to removing cell phones from the definition of "listed property". H.R. 6601, the Small Business Tax Modernization Act of 2008 - including provisions relating to removing cell phones from the definition of "listed property" H.R. 5793, the Cell Tax Fairness Act of 2008 S. 2519, Contracting and Tax Accountability Act of 2007, provisions on Tax Delinquency for Contractors. IRS Proposed Rule REG-158747-06: IRS Proposed Rule on Withholding Under Internal Revenue Code Section 3402(t) S. 777, Withholding Tax Relief Act of 2007, provisions on 3% Tax Withholding Law H.R. 1424/H.R. 3997, Emergency Economic Stabilization Act of 2008 IRS Notice 2008-9, to facilitate liquidity in the near term, IRS and Treasury will issue regulations providing that, for Section 956 purposes, a CFC may choose to exclude from the definition of obligation an obligation held by the CFC that would be an investment in United States property if the obligation is collected within 60 days from the time it is incurred

Client expense: $24,030,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Postal Regulatory Commission, SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR 25 - "Fair Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" - Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.00" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000 to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

H.R.150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R.3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R.4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. TRACKING: H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. Issue: Estate Tax H.R.2380 - To make the repeal of the estate tax permanent. Issue: Estate Tax S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. Issue: Estate Tax H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. Issue: Estate Tax H. R. 4235 - Estate Tax Reduction Act of 2007. Issue: Estate Tax H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007. Issue: Estate Tax H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act. Issue: Estate Tax S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. Issue: Estate Tax H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. Issue: Estate Tax S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. Issue: Estate Tax H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013. Issue: Estate Tax H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. Issue: Estate Tax

HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assistance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008), S. 3335 (Extenders; Tax Preparer Penalties), HR 1424 (Tax Prepare Penalties), Estate & Trust Administrative Costs (Knight v. CIR)

Client expense: $1,288,791 · Firm income: Not reported

H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 6049, Renewable Energy and Job Creation Act of 2008 H.R. 3221, Housing and Economic Recovery Act of 2008 (enacted as Public Law 110-289) H.R. 5267, Business Activity Tax Simplification Act of 2008 H.R. 6601, Small Business Tax Modernization Act of 2008 H.R. 6899, Comprehensive American Energy Security and Consumer Protection Act: Title VIII provisions on Energy Tax Incentives H.R. 1023/S. 777, Withholding Tax Relief Act of 2007, provisions on 3%Tax Withholding Law H.R. 3056, Tax Collection Responsibility Act, provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: provisions on Withholding Delay, Prohibition on Private Debt Collection S. 2519, Contracting and Tax Accountability Act of 2007, provisions on Tax Delinquency for Contractors Tax Delinquency FAR Case 2006011: Tax certifications by contractors S. 2668, To amend the Internal Revenue Code of 1986 to remove cell phones from listed property under section 280F H.R. 3997, Emergency Economic Stabilization Act of 2008: all tax provisions and proposals H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008, including the repeal of oil and gas tax credits. Senate Budget Resolution for FY2009: all tax provisions and proposals H.R. 3996, Temporary Tax Relief Act of 2007, including bonus depreciation and increased expensing. Estate/ Death Tax Issues H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R. 2380, To make the repeal of the estate tax permanent. H.R. 4235, Estate Tax Reduction Act of 2007 H.R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R. 3170, To make permanent the individual income tax rates for capital gains, and for other purposes. S.1726/H.R. 5267, Business Activity Tax Simplification Act of 2007. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. Research and Development Tax Credit Issues S.AMDT.4348 to S.CON.RES.70 including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007 H.R. 1712, Research and Development Tax Credit Act of 2007 S. 41, Research Competitiveness Act of 2007 S. 2318, AMT Repeal and Tax Freedom S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 4351, AMT Relief Act of 2007 S. 2199, Offshore Deferred Compensation Reform Act of 2007 H.R. 5267, Offshore Deferred Compensation Reform Act of 2007 H.R. 5140, Economic Stimulus Act of 2008, including the bonus depreciation, increased expensing and the tax portions of this Act H.R. 5109, Economic Growth Act S. 2592, A bill to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth Senator Specter Proposal to Promote Economic Growth (not introduced) H.R. 5720, Housing Assistance Tax Act S. 2821, Clean Energy Tax Stimulus Act H.R. 6049, Energy and Tax Extender Act of 2008 H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 2642, War Supplemental: tax provisions and proposals S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 H.R. 6601, Small Business Tax Modernization Act of 2008 H.R. 6617, Strengthening Communities Through Education and Integration Act of 2008 U.S. income tax treaties with Canada and Iceland New tax convention with Bulgaria H.R. 5793, the Cell Tax Fairness Act of 2008

H.R.32: To provide for a credit for certain health care benefits in determining the minimum wage. H.R.126: To amend the Internal Revenue Code of 1986 to allow loans from individual retirement plans for qualified small business capital assets. H.R.298: To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to the next plan year. H.R.527: To help American families save, invest, and build a better future, and for other purposes. H.R.640: To amend the Internal Revenue Code of 1986 to permit financial institutions to determine their interest expense deduction without regard to tax-exempt bonds issued to provide certain small loans for health care or educational purposes. H.R.666: To amend the Internal Revenue Code of 1986 to require that amounts paid for employer-provided coverage under accident or health plans be included on W-2 Forms. H.R.892: To establish and provide for the treatment of Individual Development Accounts, and for other purposes. H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend income treatment to certain foreign dividends. H.R.1748: To amend the Internal Revenue Code of 1986 to expand workplace health incentives by equalizing the tax consequences of employee athletic facility use. H.R. 2163: to amend the Internal Revenue Code of 1986 to expand incentives for saving. H.R. 2205: to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R.2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R.3221: A bill to provide needed housing reform and for other purposes. H.R. 3475: to amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5 million, to adjust such amount for inflation, to repeal the one-year termination of the estate tax, and for other purposes. H.R. 3694: to amend the Internal Revenue Code of 1986 to provide corporate alternative minimum tax reform. H.R. 3717: to amend the Internal Revenue Code of 1986 to provide a tax credit to employers for the costs of implementing wellness programs, and for other purposes. H.R. 3923: to amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3947: to amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements. H.R. 3970: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. H.R. 3975: to amend the Internal Revenue Code of 1986 to provide a 100 percent deduction for the health insurance costs of individuals. H.R. 3996: to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 4172: to amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3.5 million. H.R. 4195: to amend the Internal Revenue Code of 1986 to make technical corrections.H.R. 4235: to amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3 million exclusion and to provide an inflation adjustment of such amount, and for other purposes. H.R.5031: To amend the Internal Revenue Code of 1986 to extend relief from the alternative minimum tax. H.R.5105: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R.5455: To amend title 11 of the United States Code to make nondischargeable debts for personal injuries that result in permanent disability. H.R.5559: 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. H.R.6049: 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. H.R.6275: To amend the Internal Revenue Code of 1986 to provide individuals temporary relief from the alternative minimum tax, and for other purposes. H. R. 6499: To amend the Internal Revenue Code of 1986 to reform the estate and gift tax. H.R.6899: To advance the national security interests of the United States by reducing its dependency on oil through renewable and clean, alternative fuel technologies while building a bridge to the future through expanded access to Federal oil and natural gas resources, revising the relationship between the oil and gas industry and the consumers who own those resources and deserve a fair return from the development of publicly owned oil and gas, ending tax subsidies for large oil and gas companies, and facilitating energy efficiencies in the building, housing, and transportation sectors, and for other purposes. S.26: A bill to amend the Internal Revenue Code of 1986 to establish a program demonstrating multiple approaches to Lifelong Learning Accounts, which are portable, worker-owned savings accounts that can be used by workers to help finance education, training, and apprenticeships and which are intended to supplement both public and employer-provided education and training resources, and for other purposes. S.58: A bill to amend the Internal Revenue code of 1986 to repeal the reduction in the deductible portion of expenses for business meals and entertainment. S.96: A bill to amend the Internal Revenue Code of 1986 to ensure a fairer and simpler method of taxing controlled foreign corporations of United States shareholders, to treat certain foreign corporations managed and controlled in the United States as domestic corporations, to codify the economic substance doctrine, and to eliminate the top corporate income tax rate, and for other purposes. S.102: A bill to amend the Internal Revenue Code of 1986 to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. S.141: A bill to amend the Internal Revenue Code of 1986 to permanently increase the maximum annual contribution allowed to be made to Coverdell education savings accounts, and to provide for a deduction for contributions to education savings accounts. S.2239: to amend the Internal Revenue Code of 1986 to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes. S.2374: to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes. S.2547: A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S.2741: to amend the Internal Revenue Code of 1986 to provide for disability savings accounts. S.3049: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S.3125: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. S.3278: to amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using a credit card or other intermediary and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. S.3284: A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009, and for other purposes. S.3335: A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. S.3557: to encourage savings, promote financial literacy, and expand opportunities for young adults by establishing KIDS Accounts.

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

H.R. 2419-Farm Bill-Specialty Crops, research funding, crop insurance, pest and disease management, conservation, statistics. Quarantine 37: Work with APHIS at USDA to ensure foreign pests and diseases will not come into the U.S. EPA Worker Protection Standards: Work with the Environmental Protection Agency to help make these work better for our industry. Methyl Bromide and other agricultural chemicals. Work with EPA, USDA, and State Department to ensure continued availability. H.R. 2419-Research Funding for Floriculture: Annual bill setting appropriations for Agriculture, Rural Development, Food and Drug Administration, and related agencies. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform H-2A Agricultural Guestworker Program and other immigration laws. H.R. 2380, H.R. 4042, H.R.4235-Taxes: Tax relief for small business including agriculture including Estate Tax Reform. H.R. 5264, H.R. 5742-International Trade: Work on general trade issues and free trade agreements including Andean TPA and Colombia FTA. Work with USDA and Congress on phytosanitary issues, plant pest and disease control, and quarantines. Work with DHS, USDA and Congress on border and port issues. H.R. 2419: Farm Bill- Work to secure specialty crops inclusion. Work with USDA to ensure continued agricultural statistics cover floral industry. Work with USDA to improve crop insurance coverage for floriculture growers. Emergency Agriculture Relief Act (EARA)

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

H.R. 2380, H.R. 4042, H.R.4235-Estate Tax: Bills to repeal or reform the Estate Tax. See attached page... H.R. 976-Tax Relief: Tax relief for small business H.R. 2049, S. 1244-OSHA Reform including legislation to streamline regulatory burdens for small business. H.R. 3660, S. 2239-Health Care: Legislation to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes, and other health care reform legislation. H.Con.Res 99, S. Con Res 70-Reg Reform: Tax Gap. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform the H-2A Agricultural Guestworker Program and other immigration laws. H.R. 3396, S. 34-Streamlined Sales Tax legislation. H.R. 5546, S.3086-Credit Card Fair Fee Act. H.R. 6210, S. 2795-SHOP Act. The Small Business Health Care Options Program. S. 2818-Small business health plans. Merchant Card Reporting and Taxpayer Identification (TIN) Collection Emergency Agriculture Relief Act (EARA) Oil and Gas Prices H.R. 800-Employee Free Choice Act H.R. 6248- Credit Card Interchange Fee Act of 2008 Velazquez CHOICE Act Placeholder in FY 2008 Budger Resolution for Estate Tax Reform H.R. 5804- Taxpayer Responsability, Accountability and Consistency Act.

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

H.R.150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R.3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R.4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 1424 Energy Economic Stabilization Act 2008. Issue: taxation in life insurance companies. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. TRACKING: H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax.

H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 H. Con. Res. 312 and S. Con. Res. 70: Budget Resolution for FY2009 - all tax provisions H.R. 3996, Temporary Tax Relief Act of 2007, including bonus depreciation and increased expensing. Estate/ Death Tax Issues H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H.R.4042, Family Farm, Small Business, and Home Tax Relief Act H. R. 4235, Estate Tax Reduction Act of 2007 H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R.2380, Death Tax Repeal Permanency Act of 2007 H.R. 4235, Estate Tax Reduction Act of 2007. H. R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R.3170, Capital Gains and Estate Tax Relief Act of 2007 S.1726, Business Activity Tax Simplification Act of 2007. H.R. 5267, Business Activity Tax Simplification Act of 2008. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. Research and Development Tax Credit issues S.AMDT.4348 to S.CON.RES.70 Including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007. H.R. 1712, Research and Development Tax Credit Act of 2007. S. 41, Research Competitiveness Act of 2007. S. 2318, AMT Repeal and Tax Freedom. S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007. H.R. 4351, AMT Relief Act of 2007. S. 2199, Offshore Deferred Compensation Reform Act of 2007. H.R. 5267, Offshore Deferred Compensation Reform Act of 2007. H.R. 2419, Farm, Nutrition, and Bioenergy Act of 2007, including the payfor, settlement and tax provisions. S.2242, Heartland, Habitat Harvest, and Horticulture Act of 2007, including the payfor, settlement and tax provisions. H.R. 5140, Economic Stimulus Act of 2008. Including the bonus depreciation, increased expensing and tax provisions H.R. 5109, Economic Growth Act. S.2592, A bill to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. Specter Proposal to Promote Economic Growth H.R. 1023, Withholding Relief Act H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5720, Housing Assistance Tax Act S. 2821, Clean Energy Tax Stimulus Act H.R. 6049, Energy and Tax Extender Act H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 2642, War Supplemental Appropriations bill S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 Treaty on Taxation Between the United States and Croatia Internal Revenue Service Notice 2008-38 (Government entities required to withhold 3% on payments for services and property) H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008 H.R. 2641, Military Construction and Veterans Affairs Appropriations of 2008, including domestic spending amendment which which would impose a 0.47% tax surcharge on individual taxpayers who make more than $500,000 and couples who make more than $1 million in adjusted gross income. S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008: Tax Title & Crapo Amendments Nos. 5009 & 5110 S. 555, SIMPLE Cafeteria Plan Act of 2007: Entire bill S Corporation modernization proposals Energy Tax Policy: LIFO accounting method proposed legislation (not introduced) Senator Specter legislation topromoteeconomic growth (not introduced) President's FY 2009 Budget - Treasury Bluebook: Pages 61-85: Tax gap proposals S. 1140, Working American Competitiveness Act H.R. 4752, Working American Competitiveness Act H.R. 5720, Housing Assistance Tax Act of 2008: Revenue provisions H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Entire bill S. 2792, A bill to amend the Internal Revenue Code of 1986 to restore the deduction for the travel expenses of a taxpayer's spouse who accompanies the taxpayer on business travel H.R. 2419, Food and Energy Security Act of 2007: Revenue provisions H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 5267, Business Activity Tax Simplification Act H.R. 1023, Withholding Tax Relief Act of 2007 H.R. 2881, Aviation Investment and Modernization Act of 2008: Revenue provisions H.R. 6049, Renewable Energy and Job Creation Act of 2008: Entire bill H.R. 2642, Military Construction and Veterans Affairs Appropriations Act of 2008: Amendment on "Patriot Tax Surcharge" S. 3044, Consumer-First Energy Act of 2008: Title I - Tax provisions related to oil and gas S. 777, Withholding Tax Relief Act of 2007 H.R. 1870, Contractor Tax Enforcement Act: provisions on contractor tax debts H.R. 1986, Federal Contractor Accountability Act: provisions on contractor tax debts H.R. 3056, Tax Collection Responsibility Act: provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 4881, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors S. 2519, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors Tax Delinquency FAR Case 2006011: provisions on Tax certifications by contractors Notice 2008-38, 3% Withholding Law: Treasury notice on 3% withholding law Safe, Accountable, Flexible, Efficient Transportation Equity Act of 2005: A Legacy for Users (SAFETEA-LU): Section 11113. Volumetric Excise Tax Credit for Alternative Fuels H.R. 5140, Economic Stimulus Act of 2008: Section 179 regarding expensing and bonus depreciation Proposed revenue raiser related to credit card reporting

H.R.32: To provide for a credit for certain health care benefits in determining the minimum wage. H.R.126: To amend the Internal Revenue Code of 1986 to allow loans from individual retirement plans for qualified small business capital assets. H.R.298: To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to the next plan year. H.R.527: To help American families save, invest, and build a better future, and for other purposes. H.R.640: To amend the Internal Revenue Code of 1986 to permit financial institutions to determine their interest expense deduction without regard to tax-exempt bonds issued to provide certain small loans for health care or educational purposes. H.R.666: To amend the Internal Revenue Code of 1986 to require that amounts paid for employer-provided coverage under accident or health plans be included on W-2 Forms. H.R.892: To establish and provide for the treatment of Individual Development Accounts, and for other purposes. H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend income treatment to certain foreign dividends. H.R.1748: To amend the Internal Revenue Code of 1986 to expand workplace health incentives by equalizing the tax consequences of employee athletic facility use. H.R. 2163: to amend the Internal Revenue Code of 1986 to expand incentives for saving. H.R. 2205: to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R.2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 3475: to amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5 million, to adjust such amount for inflation, to repeal the one-year termination of the estate tax, and for other purposes. H.R. 3694: to amend the Internal Revenue Code of 1986 to provide corporate alternative minimum tax reform. H.R. 3717: to amend the Internal Revenue Code of 1986 to provide a tax credit to employers for the costs of implementing wellness programs, and for other purposes. H.R. 3923: to amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3947: to amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements. H.R. 3970: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. H.R. 3975: to amend the Internal Revenue Code of 1986 to provide a 100 percent deduction for the health insurance costs of individuals. H.R. 3996: to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 4172: to amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3.5 million. H.R. 4195: to amend the Internal Revenue Code of 1986 to make technical corrections. H.R. 4235: to amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3 million exclusion and to provide an inflation adjustment of such amount, and for other purposes. H.R.5031: To amend the Internal Revenue Code of 1986 to extend relief from the alternative minimum tax. H.R.5105: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R.5455: To amend title 11 of the United States Code to make nondischargeable debts for personal injuries that result in permanent disability. H.R.5559: 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.26: A bill to amend the Internal Revenue Code of 1986 to establish a program demonstrating multiple approaches to Lifelong Learning Accounts, which are portable, worker-owned savings accounts that can be used by workers to help finance education, training, and apprenticeships and which are intended to supplement both public and employer-provided education and training resources, and for other purposes. S.58: A bill to amend the Internal Revenue code of 1986 to repeal the reduction in the deductible portion of expenses for business meals and entertainment. S.96: A bill to amend the Internal Revenue Code of 1986 to ensure a fairer and simpler method of taxing controlled foreign corporations of United States shareholders, to treat certain foreign corporations managed and controlled in the United States as domestic corporations, to codify the economic substance doctrine, and to eliminate the top corporate income tax rate, and for other purposes. S.102: A bill to amend the Internal Revenue Code of 1986 to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. S.141: A bill to amend the Internal Revenue Code of 1986 to permanently increase the maximum annual contribution allowed to be made to Coverdell education savings accounts, and to provide for a deduction for contributions to education savings accounts. S. 2239: to amend the Internal Revenue Code of 1986 to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes. S. 2374: to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes. S.2547: A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S.2741: to amend the Internal Revenue Code of 1986 to provide for disability savings accounts. S.3049: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S.3125: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.

HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 5716 (Regulation of Preparers), S 1219 (Regulation of Preparers), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assitance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008)

Client expense: $1,085,550 · Firm income: Not reported

H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.3970 - Tax Reduction and Reform Act of 2007 H.R.4159 - Simplified USA Tax Act of 2007 H.R.25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other H.R.377 -Insuring Families for Their Future Act of 2007 H.R.3361 - Pension Protection Technical Corrections Act of 2007 S.1974 - Pension Protection Technical Corrections Act of 2007 H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 H. Con. Res. 312 and S. Con. Res. 70: Budget Resolution for FY2009 - all tax provisions H.R. 3996, Temporary Tax Relief Act of 2007, including bonus depreciation and increased expensing. Estate/ Death Tax Issues H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H.R.4042, Family Farm, Small Business, and Home Tax Relief Act H. R. 4235, Estate Tax Reduction Act of 2007 H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R.2380, Death Tax Repeal Permanency Act of 2007 H.R. 4235, Estate Tax Reduction Act of 2007. H. R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R.3170, Capital Gains and Estate Tax Relief Act of 2007 S.1726, Business Activity Tax Simplification Act of 2007. H.R. 5267, Business Activity Tax Simplification Act of 2008. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. Research and Development Tax Credit issues S.AMDT.4348 to S.CON.RES.70 Including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007. H.R. 1712, Research and Development Tax Credit Act of 2007. S. 41, Research Competitiveness Act of 2007. S. 2318, AMT Repeal and Tax Freedom. S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007. H.R. 4351, AMT Relief Act of 2007. S. 2199, Offshore Deferred Compensation Reform Act of 2007. H.R. 5267, Offshore Deferred Compensation Reform Act of 2007. H.R. 2419, Farm, Nutrition, and Bioenergy Act of 2007, including the payfor, settlement and tax provisions. S.2242, Heartland, Habitat Harvest, and Horticulture Act of 2007, including the payfor, settlement and tax provisions. H.R. 5140, Economic Stimulus Act of 2008. Including the bonus depreciation, increased expensing and tax provisions H.R. 5109, Economic Growth Act. S.2592, A bill to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. Specter Proposal to Promote Economic Growth H.R. 1023, Withholding Relief Act H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5720, Housing Assistance Tax Act S. 2821, Clean Energy Tax Stimulus Act H.R. 6049, Energy and Tax Extender Act H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 2642, War Supplemental Appropriations bill S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 Treaty on Taxation Between the United States and Croatia Internal Revenue Service Notice 2008-38 (Government entities required to withhold 3% on payments for services and property) H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008 H.R. 2641, Military Construction and Veterans Affairs Appropriations of 2008, including domestic spending amendment which which would impose a 0.47% tax surcharge on individual taxpayers who make more than $500,000 and couples who make more than $1 million in adjusted gross income. S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008: Tax Title & Crapo Amendments Nos. 5009 & 5110 S. 555, SIMPLE Cafeteria Plan Act of 2007: Entire bill S Corporation modernization proposals Energy Tax Policy: LIFO accounting method proposed legislation (not introduced) Senator Specter legislation topromoteeconomic growth (not introduced) President's FY 2009 Budget - Treasury Bluebook: Pages 61-85: Tax gap proposals S. 1140, Working American Competitiveness Act H.R. 4752, Working American Competitiveness Act H.R. 5720, Housing Assistance Tax Act of 2008: Revenue provisions H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Entire bill S. 2792, A bill to amend the Internal Revenue Code of 1986 to restore the deduction for the travel expenses of a taxpayer's spouse who accompanies the taxpayer on business travel H.R. 2419, Food and Energy Security Act of 2007: Revenue provisions H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 5267, Business Activity Tax Simplification Act H.R. 1023, Withholding Tax Relief Act of 2007 H.R. 2881, Aviation Investment and Modernization Act of 2008: Revenue provisions H.R. 6049, Renewable Energy and Job Creation Act of 2008: Entire bill H.R. 2642, Military Construction and Veterans Affairs Appropriations Act of 2008: Amendment on "Patriot Tax Surcharge" S. 3044, Consumer-First Energy Act of 2008: Title I - Tax provisions related to oil and gas S. 777, Withholding Tax Relief Act of 2007 H.R. 1870, Contractor Tax Enforcement Act: provisions on contractor tax debts H.R. 1986, Federal Contractor Accountability Act: provisions on contractor tax debts H.R. 3056, Tax Collection Responsibility Act: provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 4881, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors S. 2519, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors Tax Delinquency FAR Case 2006011: provisions on Tax certifications by contractors Notice 2008-38, 3% Withholding Law: Treasury notice on 3% withholding law Safe, Accountable, Flexible, Efficient Transportation Equity Act of 2005: A Legacy for Users (SAFETEA-LU): Section 11113. Volumetric Excise Tax Credit for Alternative Fuels H.R. 5140, Economic Stimulus Act of 2008: Section 179 regarding expensing and bonus depreciation Proposed revenue raiser related to credit card reporting

H.R.32: To provide for a credit for certain health care benefits in determining the minimum wage. H.R.126: To amend the Internal Revenue Code of 1986 to allow loans from individual retirement plans for qualified small business capital assets. H.R.298: To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to the next plan year. H.R.527: To help American families save, invest, and build a better future, and for other purposes. H.R.640: To amend the Internal Revenue Code of 1986 to permit financial institutions to determine their interest expense deduction without regard to tax-exempt bonds issued to provide certain small loans for health care or educational purposes. H.R.666: To amend the Internal Revenue Code of 1986 to require that amounts paid for employer-provided coverage under accident or health plans be included on W-2 Forms. H.R.892: To establish and provide for the treatment of Individual Development Accounts, and for other purposes. H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend income treatment to certain foreign dividends. H.R.1748: To amend the Internal Revenue Code of 1986 to expand workplace health incentives by equalizing the tax consequences of employee athletic facility use. H.R. 2163: to amend the Internal Revenue Code of 1986 to expand incentives for saving. H.R. 2205: to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R.2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 3475: to amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5 million, to adjust such amount for inflation, to repeal the one-year termination of the estate tax, and for other purposes. H.R. 3694: to amend the Internal Revenue Code of 1986 to provide corporate alternative minimum tax reform. H.R. 3717: to amend the Internal Revenue Code of 1986 to provide a tax credit to employers for the costs of implementing wellness programs, and for other purposes. H.R. 3923: to amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3947: to amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements. H.R. 3970: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. H.R. 3975: to amend the Internal Revenue Code of 1986 to provide a 100 percent deduction for the health insurance costs of individuals. H.R. 3996: to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 4172: to amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3.5 million. H.R. 4195: to amend the Internal Revenue Code of 1986 to make technical corrections. H.R. 4235: to amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3 million exclusion and to provide an inflation adjustment of such amount, and for other purposes. H.R.5031: To amend the Internal Revenue Code of 1986 to extend relief from the alternative minimum tax. H.R.5105: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R.5455: To amend title 11 of the United States Code to make nondischargeable debts for personal injuries that result in permanent disability. H.R.5559: 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.26: A bill to amend the Internal Revenue Code of 1986 to establish a program demonstrating multiple approaches to Lifelong Learning Accounts, which are portable, worker-owned savings accounts that can be used by workers to help finance education, training, and apprenticeships and which are intended to supplement both public and employer-provided education and training resources, and for other purposes. S.58: A bill to amend the Internal Revenue code of 1986 to repeal the reduction in the deductible portion of expenses for business meals and entertainment. S.96: A bill to amend the Internal Revenue Code of 1986 to ensure a fairer and simpler method of taxing controlled foreign corporations of United States shareholders, to treat certain foreign corporations managed and controlled in the United States as domestic corporations, to codify the economic substance doctrine, and to eliminate the top corporate income tax rate, and for other purposes. S.102: A bill to amend the Internal Revenue Code of 1986 to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. S.141: A bill to amend the Internal Revenue Code of 1986 to permanently increase the maximum annual contribution allowed to be made to Coverdell education savings accounts, and to provide for a deduction for contributions to education savings accounts. S. 2239: to amend the Internal Revenue Code of 1986 to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes. S. 2374: to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes. S.2547: A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S.2741: to amend the Internal Revenue Code of 1986 to provide for disability savings accounts. S.3049: To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S.3125: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

H.R. 2380, H.R. 4042, H.R.4235-Estate Tax: Bills to repeal or reform the Estate Tax. See attached page... H.R. 976-Tax Relief: Tax relief for small business H.R. 2049, S. 1244-OSHA Reform including legislation to streamline regulatory burdens for small business. H.R. 3660, S. 2239-Health Care: Legislation to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes, and other health care reform legislation. H.Con.Res 99, S. Con Res 70-Reg Reform: Tax Gap. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform the H-2A Agricultural Guestworker Program and other immigration laws. H.R. 3396, S. 34-Streamlined Sales Tax legislation. H.R. 5546, S.3086-Credit Card fair Fee Act. H.R. 6210, S. 2795-SHOP Act. The Small Business Health Care Options Program. S. 2818-Small business health plans. Merchant Card Reporting and Taxpayer Identification (TIN) Collection Emergency Agriculture Relief Act (EARA) Oil and Gas Prices H.R. 800-Employee Free Choice Act H.R. 6248- Credit Card Interchange Fee Act of 2008 Velazquez CHOICE Act Placeholder in FY 2008 Budger Resolution for Estate Tax Reform H.R. 5804- Taxpayer Responsability, Accountability and Consistency Act.

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

H.R. 2419-Farm Bill-Specialty Crops, research funding, crop insurance, pest and disease management, conservation, statistics. Quarantine 37: Work with APHIS at USDA to ensure foreign pests and diseases will not come into the U.S. EPA Worker Protection Standards: Work with the Environmental Protection Agency to help make these work better for our industry. Methyl Bromide and other agricultural chemicals. Work with EPA, USDA, and State Department to ensure continued availability. H.R. 2419-Research Funding for Floriculture: Annual bill setting appropriations for Agriculture, Rural Development, Food and Drug Administration, and related agencies. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform H-2A Agricultural Guestworker Program and other immigration laws. H.R. 2380, H.R. 4042, H.R.4235-Taxes: Tax relief for small business including agriculture including Estate Tax Reform. H.R. 5264, H.R. 5742-International Trade: Work on general trade issues and free trade agreements including Andean TPA and Colombia FTA. Work with USDA and Congress on phytosanitary issues, plant pest and disease control, and quarantines. Work with DHS, USDA and Congress on border and port issues. H.R. 2419: Farm Bill- Work to secure specialty crops inclusion. Work with USDA to ensure continued agricultural statistics cover floral industry. Work with USDA to improve crop insurance coverage for floriculture growers. Emergency Agriculture Relief Act (EARA)

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

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

H.R.32: To provide for a credit for certain health care benefits in determining the minimum wage. H.R.126: To amend the Internal Revenue Code of 1986 to allow loans from individual retirement plans for qualified small business capital assets. H.R.298: To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to the next plan year. H.R.527: To help American families save, invest, and build a better future, and for other purposes. H.R.640: To amend the Internal Revenue Code of 1986 to permit financial institutions to determine their interest expense deduction without regard to tax-exempt bonds issued to provide certain small loans for health care or educational purposes. H.R.666: To amend the Internal Revenue Code of 1986 to require that amounts paid for employer-provided coverage under accident or health plans be included on W-2 Forms. H.R.892: To establish and provide for the treatment of Individual Development Accounts, and for other purposes. H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend income treatment to certain foreign dividends. H.R.1748: To amend the Internal Revenue Code of 1986 to expand workplace health incentives by equalizing the tax consequences of employee athletic facility use. H.R. 2163: to amend the Internal Revenue Code of 1986 to expand incentives for saving. H.R. 2205: to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R.2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 3475: to amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5 million, to adjust such amount for inflation, to repeal the one-year termination of the estate tax, and for other purposes. H.R. 3694: to amend the Internal Revenue Code of 1986 to provide corporate alternative minimum tax reform. H.R. 3717: to amend the Internal Revenue Code of 1986 to provide a tax credit to employers for the costs of implementing wellness programs, and for other purposes. H.R. 3923: to amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3947: to amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements. H.R. 3975: to amend the Internal Revenue Code of 1986 to provide a 100 percent deduction for the health insurance costs of individuals. H.R. 3996: to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 4172: to amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3.5 million. H.R. 4195: to amend the Internal Revenue Code of 1986 to make technical corrections. H.R. 4235: to amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3 million exclusion and to provide an inflation adjustment of such amount, and for other purposes. H.R.5031: To amend the Internal Revenue Code of 1986 to extend relief from the alternative minimum tax. H.R.5105: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R.5455: To amend title 11 of the United States Code to make nondischargeable debts for personal injuries that result in permanent disability. H.R.5559: 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.26: A bill to amend the Internal Revenue Code of 1986 to establish a program demonstrating multiple approaches to Lifelong Learning Accounts, which are portable, worker-owned savings accounts that can be used by workers to help finance education, training, and apprenticeships and which are intended to supplement both public and employer-provided education and training resources, and for other purposes. S.58: A bill to amend the Internal Revenue code of 1986 to repeal the reduction in the deductible portion of expenses for business meals and entertainment. S.96: A bill to amend the Internal Revenue Code of 1986 to ensure a fairer and simpler method of taxing controlled foreign corporations of United States shareholders, to treat certain foreign corporations managed and controlled in the United States as domestic corporations, to codify the economic substance doctrine, and to eliminate the top corporate income tax rate, and for other purposes. S.102: A bill to amend the Internal Revenue Code of 1986 to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. S.141: A bill to amend the Internal Revenue Code of 1986 to permanently increase the maximum annual contribution allowed to be made to Coverdell education savings accounts, and to provide for a deduction for contributions to education savings accounts. S. 2239: to amend the Internal Revenue Code of 1986 to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes. S. 2374: to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes. S.2547: A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S.2741: to amend the Internal Revenue Code of 1986 to provide for disability savings accounts.

HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 5716 (Regulation of Preparers), S 1219 (Regulation of Preparers), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax)

Client expense: $1,084,279 · Firm income: Not reported

H.R.25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other S.CON.RES.21 - An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2008 and including the appropriate budgetary levels for fiscal years 2007 and 2009 through 2012. H.R.377 -Insuring Families for Their Future Act of 2007 H.R.3361 - Pension Protection Technical Corrections Act of 2007 S.1974 - Pension Protection Technical Corrections Act of 2007 H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. H.R.4839 - Tax Technical Corrections Act of 2007 H.R.4195 - Tax Technical Corrections Act of 2007 S.2374 - Tax Technical Corrections Act of 2007 H.R.3970 - Tax Reduction and Reform Act of 2007 H.R.4159 - Simplified USA Tax Act of 2007 S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

H.R.32: To provide for a credit for certain health care benefits in determining the minimum wage. H.R.126: To amend the Internal Revenue Code of 1986 to allow loans from individual retirement plans for qualified small business capital assets. H.R.298: To amend the Internal Revenue Code of 1986 to allow amounts in a health flexible spending arrangement that are unused during a plan year to be carried over to the next plan year. H.R.527: To help American families save, invest, and build a better future, and for other purposes. H.R.640: To amend the Internal Revenue Code of 1986 to permit financial institutions to determine their interest expense deduction without regard to tax-exempt bonds issued to provide certain small loans for health care or educational purposes. H.R.666: To amend the Internal Revenue Code of 1986 to require that amounts paid for employer-provided coverage under accident or health plans be included on W-2 Forms. H.R.892: To establish and provide for the treatment of Individual Development Accounts, and for other purposes. H.R.1672: To amend the Internal Revenue Code of 1986 to deny qualified dividend income treatment to certain foreign dividends. H.R.1748: To amend the Internal Revenue Code of 1986 to expand workplace health incentives by equalizing the tax consequences of employee athletic facility use. H.R. 2163: to amend the Internal Revenue Code of 1986 to expand incentives for saving. H.R. 2205: to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. H.R.2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 3475: to amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5 million, to adjust such amount for inflation, to repeal the one-year termination of the estate tax, and for other purposes. H.R. 3694: to amend the Internal Revenue Code of 1986 to provide corporate alternative minimum tax reform. H.R. 3717: to amend the Internal Revenue Code of 1986 to provide a tax credit to employers for the costs of implementing wellness programs, and for other purposes. H.R. 3923: to amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3947: to amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements. H.R. 3975: to amend the Internal Revenue Code of 1986 to provide a 100 percent deduction for the health insurance costs of individuals. H.R. 3996: to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 4172: to amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3.5 million. H.R. 4195: to amend the Internal Revenue Code of 1986 to make technical corrections. H.R. 4235: to amend the Internal Revenue Code of 1986 to restore the estate tax, to repeal the carryover basis rule, to reduce estate tax rates by 20 percent, to increase the unified credit against estate and gift taxes to the equivalent of a $3 million exclusion and to provide an inflation adjustment of such amount, and for other purposes. H.R.5031: To amend the Internal Revenue Code of 1986 to extend relief from the alternative minimum tax. H.R.5105: To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R.5455: To amend title 11 of the United States Code to make nondischargeable debts for personal injuries that result in permanent disability. H.R.5559: 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.26: A bill to amend the Internal Revenue Code of 1986 to establish a program demonstrating multiple approaches to Lifelong Learning Accounts, which are portable, worker-owned savings accounts that can be used by workers to help finance education, training, and apprenticeships and which are intended to supplement both public and employer-provided education and training resources, and for other purposes. S.58: A bill to amend the Internal Revenue code of 1986 to repeal the reduction in the deductible portion of expenses for business meals and entertainment. S.96: A bill to amend the Internal Revenue Code of 1986 to ensure a fairer and simpler method of taxing controlled foreign corporations of United States shareholders, to treat certain foreign corporations managed and controlled in the United States as domestic corporations, to codify the economic substance doctrine, and to eliminate the top corporate income tax rate, and for other purposes. S.102: A bill to amend the Internal Revenue Code of 1986 to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. S.141: A bill to amend the Internal Revenue Code of 1986 to permanently increase the maximum annual contribution allowed to be made to Coverdell education savings accounts, and to provide for a deduction for contributions to education savings accounts. S. 2239: to amend the Internal Revenue Code of 1986 to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes. S. 2374: to amend the Internal Revenue Code of 1986 to make technical corrections, and for other purposes. S.2547: A bill to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S.2741: to amend the Internal Revenue Code of 1986 to provide for disability savings accounts.

H.R. 2380, H.R. 4042, H.R.4235-Estate Tax: Bills to repeal or reform the Estate Tax. See attached page... H.R. 976-Tax Relief: Tax relief for small business H.R. 2049, S. 1244-OSHA Reform including legislation to streamline regulatory burdens for small business. H.R. 3660, S. 2239-Health Care: Legislation to allow self-employed individuals to deduct health insurance costs in computing self-employment taxes, and other health care reform legislation. H.Con.Res 99, S. Con Res 70-Reg Reform: Tax Gap. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform the H-2A Agricultural Guestworker Program and other immigration laws. H.R. 3396, S. 34-Streamlined Sales Tax legislation. H.R. 5546-Credit Card Interchange Fees. H.R. 1369, H.R. 2792-Family and Medical Leave Act H.R. 3479-Americans with Disabilities Act. S. 2795-SHOP Act. The Small Business Health Care Options Program. S. 2818-Small business health plans.

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

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 2419-Farm Bill-Specialty Crops, research funding, crop insurance, pest and disease management, conservation, statistics. Quarantine 37: Work with APHIS at USDA to ensure foreign pests and diseases will not come into the U.S. EPA Worker Protection Standards: Work with the Environmental Protection Agency to help make these work better for our industry. Methyl Bromide and other agricultural chemicals. Work with EPA, USDA, and State Department to ensure continued availability. H.R. 2419-Research Funding for Floriculture: Annual bill setting appropriations for Agriculture, Rural Development, Food and Drug Administration, and related agencies. H.R. 4088, S. 2368, H.R. 371, S. 340, H.R. 1843-Immigration Reform: Legislation to reform H-2A Agricultural Guestworker Program and other immigration laws. H.R. 2380, H.R. 4042, H.R.4235-Taxes: Tax relief for small business including agriculture including Estate Tax Reform. H.R. 5264, H.R. 5742-International Trade: Work on general trade issues and free trade agreements including Andean TPA and Colombia FTA. Work with USDA and Congress on phytosanitary issues, plant pest and disease control, and quarantines. Work with DHS, USDA and Congress on border and port issues. H.R. 2419: Farm Bill- Work to secure specialty crops inclusion. Work with USDA to ensure continued agricultural statistics cover floral industry. Work with USDA to improve crop insurance coverage for floriculture growers.

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

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

H.R. 6: CLEAN Energy Act of 2007 (Energy Independence and Security Act of 2007) H.R. 8: Death Tax Repeal Permanency Act H.R. 2: Fair Minimum Wage Act of 2007 (also known as: Small Business and Work Opportunity Act of 2007) H.R. 976: Small Business Tax Relief Act of 2007 / CHIP Reauthorization H.R. 1023: Withholding Tax Relief Act of 2007 H.R. 1077: Internet Consumer Protection Act of 2007 H.R. 1252: Federal Price Gouging Prevention Act H.R. 1261: Capital Gains Inflation Relief Act of 2007 H.R. 1562, Katrina Housing Tax Relief Act of 2007 H.R. 1677: Taxpayer Protection Act of 2007 H.R. 1797: Small Business Expensing Expansion and Permanency Act of 2007 HR 1870: Contractor Tax Enforcement Act H.R. 2116: Freight Rail Infrastructure Capacity Expansion Act of 2007 H.R. 2205: Retirement Security for Life Act of 2007 H.R. 2230: A bill to prevent certain discriminatory taxation of natural gas pipeline property H.R. 2380: Death Tax Repeal Permanency Act of 2007 H.R. 2458: Universal Higher Education and Lifetime Learning Act of 2007 H.R. 2776: Renewable Energy and Energy Conservation Tax Act of 2007 H.R. 2785: To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services H.R. 2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services H.R. 3056: Tax Collection Responsibility Act of 2007 H.R. 3162: Children's Health and Medicare Protection Act of 2007 H.R. 3648: Mortgage Forgiveness Debt Relief Act of 2007 H.R. 3920: Trade and Globalization Assistance Act of 2007 H.R. 3970: Tax Reduction and Reform Act of 2007 H.R. 3996: Temporary Tax Relief Act of 2007 H.R. 4195: Tax Technical Corrections Act of 2007 H.R. 4351: AMT Relief Act of 2007 H.R. 4839: Tax Technical Corrections Act of 2007 S. 34: Sales Tax Fairness and Simplification Act S. 156: Permanent Internet Tax Freedom Act of 2007 S. 334: Healthy Americans Act S. 347: Minimum Wage Act of 2007 S. 349: Small Business and Work Opportunity Tax Act of 2007 S. 777: Withholding Tax Relief Act of 2007 S. 976: Small Business Tax Relief Act of 2007 S. 1010: Retirement Security for Life Act of 2007 S. 1125: Freight Rail Infrastructure Capacity Expansion Act of 2007 S. 1263: Petroleum Consumer Price Gouging Protection Act S. 1501: Universal Higher Education and Lifetime Learning Act of 2007 S. 1624: A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 1726: Business Activity Tax Simplification Act of 2007 S. 2223: Habitat and Land Conservation Act of 2007 S. 2242: Heartland, Habitat, Harvest, and Horticulture Act of 2007 S. 2374: Tax Technical Corrections Act of 2007 S 2394: Good Government Contractor Act of 200 Tax Accord with Germany Tax Accord with Denmark Tax Accord with Finland Tax Accord with Belgium H.R. 743, S. 156: Permanent Internet Tax Freedom Ac of 2007 H.R. 275: Global Online Freedom Act of 2007 HR 819/S 381 - Retirement Security for Life Act S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 4839 - Tax Technical Corrections Act of 2007 H.R. 3501 - To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3417 - To establish the Commission on the Tax Treatment of Hedge Funds and Private Equity H.R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000 H.R. 4235 - Estate Tax Reduction Act of 2007 S. 1040 - Tax Simplification Act of 2007 H.R. 4159 - Simplified USA Tax Act of 2007 H.R. 3693 - American Competitiveness Tax Act of 2007 S. 1140 Working American Competitiveness Act H.R. 4752- Working American Competitiveness Act

H.R. 6: CLEAN Energy Act of 2007 (Energy Independence and Security Act of 2007) H.R. 8: Death Tax Repeal Permanency Act H.R. 2: Fair Minimum Wage Act of 2007 (also known as: Small Business and Work Opportunity Act of 2007) H.R. 976: Small Business Tax Relief Act of 2007 / CHIP Reauthorization H.R. 1023: Withholding Tax Relief Act of 2007 H.R. 1077: Internet Consumer Protection Act of 2007 H.R. 1252: Federal Price Gouging Prevention Act H.R. 1261: Capital Gains Inflation Relief Act of 2007 H.R. 1562, Katrina Housing Tax Relief Act of 2007 H.R. 1677: Taxpayer Protection Act of 2007 H.R. 1797: Small Business Expensing Expansion and Permanency Act of 2007 HR 1870: Contractor Tax Enforcement Act H.R. 2116: Freight Rail Infrastructure Capacity Expansion Act of 2007 H.R. 2205: Retirement Security for Life Act of 2007 H.R. 2230: A bill to prevent certain discriminatory taxation of natural gas pipeline property H.R. 2380: Death Tax Repeal Permanency Act of 2007 H.R. 2458: Universal Higher Education and Lifetime Learning Act of 2007 H.R. 2776: Renewable Energy and Energy Conservation Tax Act of 2007 H.R. 2785: To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services H.R. 2834: To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services H.R. 3056: Tax Collection Responsibility Act of 2007 H.R. 3162: Children's Health and Medicare Protection Act of 2007 H.R. 3648: Mortgage Forgiveness Debt Relief Act of 2007 H.R. 3920: Trade and Globalization Assistance Act of 2007 H.R. 3970: Tax Reduction and Reform Act of 2007 H.R. 3996: Temporary Tax Relief Act of 2007 H.R. 4195: Tax Technical Corrections Act of 2007 H.R. 4351: AMT Relief Act of 2007 H.R. 4839: Tax Technical Corrections Act of 2007 S. 34: Sales Tax Fairness and Simplification Act S. 156: Permanent Internet Tax Freedom Act of 2007 S. 334: Healthy Americans Act S. 347: Minimum Wage Act of 2007 S. 349: Small Business and Work Opportunity Tax Act of 2007 S. 777: Withholding Tax Relief Act of 2007 S. 976: Small Business Tax Relief Act of 2007 S. 1010: Retirement Security for Life Act of 2007 S. 1125: Freight Rail Infrastructure Capacity Expansion Act of 2007 S. 1263: Petroleum Consumer Price Gouging Protection Act S. 1501: Universal Higher Education and Lifetime Learning Act of 2007 S. 1624: A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 1726: Business Activity Tax Simplification Act of 2007 S. 2223: Habitat and Land Conservation Act of 2007 S. 2242: Heartland, Habitat, Harvest, and Horticulture Act of 2007 S. 2374: Tax Technical Corrections Act of 2007 S 2394: Good Government Contractor Act of 200 Tax Accord with Germany Tax Accord with Denmark Tax Accord with Finland Tax Accord with Belgium H.R. 743, S. 156: Permanent Internet Tax Freedom Ac of 2007 H.R. 275: Global Online Freedom Act of 2007 HR 819/S 381 - Retirement Security for Life Act S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 4839 - Tax Technical Corrections Act of 2007 H.R. 3501 - To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3417 - To establish the Commission on the Tax Treatment of Hedge Funds and Private Equity H.R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000 H.R. 4235 - Estate Tax Reduction Act of 2007 S. 1040 - Tax Simplification Act of 2007 H.R. 4159 - Simplified USA Tax Act of 2007 H.R. 3693 - American Competitiveness Tax Act of 2007 S. 1140 Working American Competitiveness Act H.R. 4752- Working American Competitiveness Act

H.R.4235, Estate Tax Reduction Act of 2007 Repeal of the Estate Tax to be made permanent, no specific legislation

Client expense: Not reported · Firm income: $140,000

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