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Legislative Progress
Introduced
December 11, 2007
Latest Action
January 22, 2008
Primary Sponsor
Charles B. RangelDemocratic(NY)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
75pct
42d open
vs 7,255 other HR bills in the 110th — cohort avg 47d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Sources: Congress.gov
2009 · first_quarter · Taxation/Internal Revenue Code
S. Con. Res. & H. Con. Res. 312 - FY 2009 Budget Resolution, estate tax provisions H.R. 4351 - AMT Relief Act of 2007 - Tax Collection Responsibility Act of 2007, taxation of deferred compensation
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
S. 601, the Simplification Through Additional Reporting Tax Act of 2007 S. 777, to repeal the imposition of withholding on certain payments made to vendors by government entities. S. 819, the Public Good IRA Rollover Act of 2007 - Amends the Internal Revenue Code to exclude from gross income distributions from individual retirement accounts for certain charitable purposes. S. 940, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income (all provisions) 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. (all provisions) S. 1726, the Business Activity Tax Simplification Act (all provisions) S. 2394, the Good Government Contractor Act of 2007 (provision to repeal withholding requirement) S. 3063, the S Corporation Modernization Act S. 3254, the Small Bank Tax Equity Act S. 3335, the Jobs, Energy, Families, and Disaster Relief Act of 2008 (provisions to extend business-related tax provisions) H.R. 6, the Renewable Fuels, Consumer Protection, and Energy Efficiency Act of 2007 (S.Amdt. 1704, tax title provisions) H.R. 976, the Small Business Tax Relief Act of 2007 (all provisions) H.R. 1419, the Public Good IRA Rollover Act or 2007 - Amends the Internal Revenue Code to exclude from gross income distributions from individual retirement accounts for certain charitable purposes. H.R. 1424, the Emergency Economic Stabilization Act H.R. 1509, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income (all provisions) H.R. 1677, the Taxpayer Protection Act of 2007 (refund anticipation loan provisions) H.R. 1023, to repeal the impositions of withholding on certain payments made to vendors by government entities. H.R. 2370, to amend the Internal Revenue Code of 1986 to provide for the establishment of financial security accounts for the care of family members with disabilities. 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, the Tax Collection Responsibility Act of 2007 (all provisions) H.R. 3221, the American Housing Rescue and Foreclosure Prevention Act H.R. 3648, the Mortgage Forgiveness Debt Relief Act of 2007 (all provisions) H.R. 3678, the Internet Tax Freedom Act Amendments Act of 2007 (all provisions) H.R. 3970, the Tax Reduction and Reform Act of 2007 (revenue offset provisions, including economic substance doctrine, cost basis reporting, and deferred compensation taxation) H.R. 3996, the Tax Increase Prevention Act of 2007 (mortgage debt forgiveness, revenue offset tax provisions) H.R. 3997, the Emergency Economic Stabilization Act H.R. 4351, the AMT Relief Act of 2007 (revenue offsets provisions on the economic substance doctrine, deferred offshore compensation for hedge fund managers, and interest expense allocation rules for multinational firms) H.R. 4840, the S Corporation Modernization Act (all provisions) H.R. 5267, the Business Activity Tax Simplification Act of 2008 (all provisions) H.R. 5720, the Housing Assistance Tax Act of 2008 (all provisions, including bond authority, tax credits, cost-basis reporting requirements, and IRS withholding requirements) H.R. 6049, the Renewable Energy and Job Creation Act of 2008 (tax extension provisions, including research and development tax credit, Subpart F and Section 355 (controlled foreign corporation) rules, new markets tax credit; revenue offsets including effective date of new interest expense allocation, changes to deferred compensation rules for managers of offshore hedge funds) H.R. 6275, the Alternative Minimum Tax Relief Act of 2008 (revenue offset provisions) H.R. 6333, the Municipal Bonds Market Support Act (all provisions) H.R. 6601, the Small Business Tax Modernization Act of 2008 (all provisions) H.R. 7060, the Renewable Energy and Job Creation Tax Act of 2008 (business tax provisions, revenue offsets) Draft Legislation to require Cost-Basis Reporting for Securities Credit Card Information Reporting Codification of the Economic Substance Doctrine Proposals to apply unrelated business income tax (UBIT) to credit unions Proposals on Estate and Gift Tax Reform Proposed Middle Class Job Security Act (corporate tax rate, net operating loss carry-back provisions) Proposed amendment to Section 67(e) tax deductibility of trustee fees
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 4351, AMT Relief Act of 2007, issues related to revenue offsets; H.R. 3923 / S. 2199, Offshore Deferred Compensation Reform Act of 2007, to amend the IRC of '86 to provide for the treatment of certain foreign nonqualified deferred comp.; H.R. 2834, to amend the IRC of '86 to treat income received by partners for performing investment management services as ordinary income; H.R. 3970, Tax Reduction and Reform Act of 2007; H.R. 6049, the Renewable Energy & Job Creation Act; H.R. 3125, Energy Independence & Tax Relief Act; H.R. 6275, AMT Relief Act; H.R. 7060, the Renewable Energy & Job Creation Tax Act; H.R. 6049, the Renewable Energy & Job Creation Tax Act; H.R. 6899, Energy Tax Incentives Act: H.R. 6275, AMT Relief Act; S. 3335, Jobs, Energy, Families and Disaster Relief Act; H.R. 1424, Tax Extenders and AMT Relief Act; S. 3098, AMT & Extenders Tax Relief Act of 2008, issues related to revenue offsets.
Client expense: Not reported · Firm income: $20,000
2008 · fourth_quarter · Taxation/Internal Revenue Code
International tax issues, including foreign tax credit issues; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
IRC Subpart F, including look-through treatment for controlled foreign corporations and treatment of manufacturing under section 954 and related regulations; IRS REG-124590-07; S.1273; HR.3735; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues; Canada tax treaty; HR. 6049; S. 3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Client expense: $2,340,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR.2138; S.41; HR.3996; S.2209; HR. 6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; subpart F issues, including treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
S.940; HR.1509; S.349; HR.6; HR. 2776; renewable energy tax incentives for wind, solar and smart grid; IRC sections 45 and 48; S.6049; S.3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; S.1370 (sections 4 and 5); IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; issues relating to inclusion of arbitration provisions in tax treaties; H.R.4912; tax treatment of exchange traded notes; Deferred compensation; HR. 6049; S.3098; S. 3125; economic stabilization provisions; H.R. 3997; H.R. 1424; tax treatment of REMICS and REITs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
IRC Subpart F; HR.1509; S.940; HR.6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; IRS Notice 2007-58; sourcing rule under tax treaties; IRC section 956 (rules on investment in US property).
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
IRC section 199 related to the inclusion of Puerto Rico in the manufacturing deduction; HR.763; HR.3996; HR. 6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; look-through treatment for controlled foreign corporations; international tax reform issues; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR 2138; S. 41; HR.3996; S.2209; HR. 6049; S.3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; Subpart F issues, including look-through treatment for controlled foreign corporations and treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; HR.1509; S.940; S.349 (section 206); IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues; IRS Notice 2007-58; HR.3735; S.1273; HR.6.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR 2138; S. 41; HR.3996; S.2209; HR. 6049; S. 3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; Subpart F issues, including treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 6049; S. 2886; Extension of the Research & Development tax credit; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); Volumetric tax credit; Discussion on tax reform with Members and staff with respect to the 2009 legislative agenda; Support the extension of controlled foreign corporation lookthrough rules under Section F of the Internal Revenue Code; Pension funding in H.R. 7327, Worker, Retiree, and Employer Recovery Act of 2008
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Retirement Security for Life Act of 2007 (H.R.2205), in particular tax incentives for lifetime annuity payout; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); General discussion with Members and staff on estate tax reform; tax treatment of losses from preferred stock of Fannie Mae and Freddie Mac; H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Insurance
H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Financial Institutions/Investments/Securities
H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R.2205 - Retirement Security for Life Act of 2007, tax incentive for lifetime annuity payout; S.1624 - Publicly Traded Partnerships bill, in particular the grandfather status of publicly traded partnerships; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Preserve publicly traded partnership status under Internal Revenue Code Section 7704(g) (e.g., S.1624, H.R.2785, H.R.2834); Carried interest provision in the AMT (e.g., H.R.3970, H.R.4351); S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008; H.R. 6049, Energy and Tax Extenders Act of 2008; Technical clarification that offshore deferred compensation proposals do not apply to domestic financial publicly traded partnerships; H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Retirement Product issues including: S.1010 - Retirement Security for Life Act of 2007 H.R.2205 - Retirement Security for Life Act of 2007 S.1288 - Women's Retirement Security Act of 2007 401(K) fee issues including: S.3278 A bill 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. H.R.6708 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. H.R.3765 - Defined Contribution Plan Fee Transparency Act of 2007 S.2473 - Defined Contribution Fee Disclosure Act of 2007 Non-Qualified Deferred Compensation issues including: H.R.3963 - Children's Health Insurance Program Reauthorization Act of 2007 H.R.976 Small Business Tax Relief Act of 2007 International Tax issues including: H.R.5140 - Economic Stimulus Act of 2008 H.R.4351 - AMT Relief Act of 2007 H.R.6969 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.
Client expense: $690,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
S. 2293, Individual Alternative Miniumum Tax Repeal Act of 2007. S. 2318, AMT Repeal and Tax Freedom Act. S. 2432, AMT Equity Act of 2007. H.R. 4351, AMT Relief Act of 2007. Monitor all tax legislation related to alternative minimum tax and capital gains.
Client expense: Not reported · Firm income: $10,000
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Extension of the R&D Tax Credit, H.R. 6049 and S.2886; Enviromental sustainability, generally; Volumetric Tax Credit (ethanol blender's tax credit), generally; Executive Compensation Provisions in AMT, H.R. 3970, H.R. 4351; Pension funding in H.R. 7327, Worker, Retiree, and Employer Recovery Act of 2008; International tax reform, generally; General discussions about 2009 legislative agenda; Extension of the controlled foreign corporation look through under Section F of the Internal Revenue Code
Client expense: $274,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
S. 601, the Simplification Through Additional Reporting Tax Act of 2007 S. 777, to repeal the imposition of withholding on certain payments made to vendors by government entities. S. 819, the Public Good IRA Rollover Act of 2007 - Amends the Internal Revenue Code to exclude from gross income distributions from individual retirement accounts for certain charitable purposes. S. 940, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income (all provisions) 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. (all provisions) S. 1726, the Business Activity Tax Simplification Act (all provisions) S. 2394, the Good Government Contractor Act of 2007 (provision to repeal withholding requirement) S. 3063, the S Corporation Modernization Act S. 3254, the Small Bank Tax Equity Act S. 3335, the Jobs, Energy, Families, and Disaster Relief Act of 2008 (provisions to extend business-related tax provisions) H.R. 6, the Renewable Fuels, Consumer Protection, and Energy Efficiency Act of 2007 (S.Amdt. 1704, tax title provisions) H.R. 976, the Small Business Tax Relief Act of 2007 (all provisions) H.R. 1419, the Public Good IRA Rollover Act or 2007 - Amends the Internal Revenue Code to exclude from gross income distributions from individual retirement accounts for certain charitable purposes. H.R. 1424, the Emergency Economic Stabilization Act H.R. 1509, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income (all provisions) H.R. 1677, the Taxpayer Protection Act of 2007 (refund anticipation loan provisions) H.R. 1023, to repeal the impositions of withholding on certain payments made to vendors by government entities. H.R. 2370, to amend the Internal Revenue Code of 1986 to provide for the establishment of financial security accounts for the care of family members with disabilities. 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, the Tax Collection Responsibility Act of 2007 (all provisions) H.R. 3221, the American Housing Rescue and Foreclosure Prevention Act H.R. 3648, the Mortgage Forgiveness Debt Relief Act of 2007 (all provisions) H.R. 3678, the Internet Tax Freedom Act Amendments Act of 2007 (all provisions) H.R. 3970, the Tax Reduction and Reform Act of 2007 (revenue offset provisions, including economic substance doctrine, cost basis reporting, and deferred compensation taxation) H.R. 3996, the Tax Increase Prevention Act of 2007 (mortgage debt forgiveness, revenue offset tax provisions) H.R. 3997, the Emergency Economic Stabilization Act H.R. 4351, the AMT Relief Act of 2007 (revenue offsets provisions on the economic substance doctrine, deferred offshore compensation for hedge fund managers, and interest expense allocation rules for multinational firms) H.R. 4840, the S Corporation Modernization Act (all provisions) H.R. 5267, the Business Activity Tax Simplification Act of 2008 (all provisions) H.R. 5720, the Housing Assistance Tax Act of 2008 (all provisions, including bond authority, tax credits, cost-basis reporting requirements, and IRS withholding requirements) H.R. 6049, the Renewable Energy and Job Creation Act of 2008 (tax extension provisions, including research and development tax credit, Subpart F and Section 355 (controlled foreign corporation) rules, new markets tax credit; revenue offsets including effective date of new interest expense allocation, changes to deferred compensation rules for managers of offshore hedge funds) H.R. 6275, the Alternative Minimum Tax Relief Act of 2008 (revenue offset provisions) H.R. 6333, the Municipal Bonds Market Support Act (all provisions) H.R. 6601, the Small Business Tax Modernization Act of 2008 (all provisions) H.R. 7060, the Renewable Energy and Job Creation Tax Act of 2008 (business tax provisions, revenue offsets) Draft Legislation to require Cost-Basis Reporting for Securities Credit Card Information Reporting Codification of the Economic Substance Doctrine Proposals to apply unrelated business income tax (UBIT) to credit unions Proposals on Estate and Gift Tax Reform Proposed Middle Class Job Security Act (corporate tax rate, net operating loss carry-back provisions) Proposed amendment to Section 67(e) tax deductibility of trustee fees Proposals to increase net operating loss carryback provisions Proposals to modify or eliminate Internal Revenue Service provisions (Notice 2008-83) affecting loss deductibility in bank mergers
Client expense: $1,930,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 4351, AMT Relief Act of 2007, Section 101-102, AMT repeal, Food Donation Tax Incentive S. 3125 and HR 6049, Energy Independence and Tax Relief Act of 2008 -- re-filing of Tax Relief Act after initial incorrect filing. HR 2380, Death Tax Repeal Permanency Act of 2007 -- estate tax repeal HR 3170, Capital Gains and Estate Tax Relief Act of 2007 -- estate tax repeal HR 411, Amend the Internal Revenue Code of 1986, Section 1 - 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. HR 25, Fair Tax Act, Sec. 101-104 S. 1025, Fair Tax Act, Sec. 101-104, Title II HR 3997, Emergency Economic Stabilization Act - Troubled Asset Provision HR 1424, Emergency Economic Stabilization Act, Title I - Troubled Asset Provision; Title III, Sec. 101 - Renewable Energy Credit; Title III, Sec. 303 - Energy Efficient Commercial Buildings Deduction; Title III, Sec. 404 - 0.2% FUTA surtax; Title IV, Sec. 319 - WOTC for Hurricane Katrina Employees; Title IV, Sec. 323 - Food Donation of qualified inventories. S. 3335, Emergency Economic Stabilization Act, Sec. 101 - Renewable Energy Credit; Sec. 143 - Energy Efficient Commercial Building; Sec. 236 - Food Donation; Sec. 240 - WOTC for Hurricane Katrina Employees
Client expense: $1,580,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 4351, AMT Relief Act of 2007; H.R. 7060, the Renewable Energy & Job Creation Tax Act; S. 3335, Jobs, Energy, Families and Disaster Relief Act; H.R. 3997, Emergency Economic Stabilization Act of 2008; H.R. 1424, Tax Extenders & AMT Relief Act; S. 3098, AMT & Extenders Tax Relief Act of 2008; H.R. 6275, AMT Relief Act; H.R. 6049, the Renewable Energy & Job Creation Act, issues related to revenue offsets including deferred compensation; H.R. 3970, Tax Reduction and Reform Act of 2007; S. 1624, to amend the IRC to provide that the exception from the treatment of PTPs as corporations for partnerships with passive-type income....; H.R. 2834, to amend the IRC to treat income received by partners for performing services as ordinary income received for the performance of services; H.R. 6275, the Alternative Minimum Tax Relief Act; issues related to tax offsets and impact on insurance and financial services; S.940 / H.R. 1509, to make permanent the active financing exception; S. 2886, AMT & Extenders Tax Relief Act; S. 3125, Energy Independence & Tax Relief Act, issues related to extension of the active financing exception and revenue offsets.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Tax issues related to AMT, retirement and pension benefits. H.R. 1424, the "Emergency Economic Stabilization Act of 2008" H.R. 3996, the "Tax Increase Prevention Act of 2007" H.R. 4351, the "AMT Relief Act of 2007."
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Tax issues related to AMT, retirement and pension benefits. H.R. 1424, the "Emergency Economic Stabilization Act of 2008" H.R. 3996, the "Tax Increase Prevention Act of 2007" H.R. 4351, the "AMT Relief Act of 2007."
Client expense: Not reported · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Financial Institutions/Investments/Securities
H.R.1424, Emergency Economic Stabilization Act of 2008. H.R.6049, Renewable Energy and Job Creation Act of 2008 (Tax Extenders Act). Issues related to private equity and taxes. Issues related to Sovereign Wealth Funds. 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; issues related to carried interest tax treatment. 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; issues related to changes to publicly traded partnerships. H.R.3996, Temporary Tax Relief Act of 2007; issues related to the taxation of carried interest and publicly traded partnerships. H.R.4351, AMT Relief Act of 2007; issues related to the taxation of carried interest and publicly traded partnerships. S.2199/H.R.3923, Offshore Deferred Compensation Reform Act of 2007. Issues related to H.R.2419/S.2302, FARM Bill. Issues related to the FY09 Budget.
Client expense: Not reported · Firm income: $2,560,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 453, Ending Subsidies for Big Oil Act, provisions regarding tax on oil and natural gas production; H.R. 2069, Save Our Climate Act, provision relating to primary fossil fuels tax; H.R. 2881, FAA Reauthorization Act, provisions relating to aviation excise tax; H.R. 3276, Bad Polluters Act, provisions relating to refinery expensing; H.R. 3443, Drawback Simplification Act, provisions relating to duty drawback; H.R. 3636, Superfund Reinvestment Act, tax provisions; H.R. 3962, Superfund Polluter Pays Act, tax provisions; S. 1179, Superfund Equity and Megasite Remediation Act, tax provisions; S. 1238, Energy Security and Corporate Accountability Act, tax provisions; S. 2345, American Infrastructure Investment and Improvement Act, provisions related to oil and gas taxes; IRS Regulation 168745-03, Capitalization of Repair Costs; IRS Section 179C Expensing of Refinery Expansions; H.R. 2419, Farm, Nutrition, and Bioenergy Act, provisions relating to customs duty drawback; S. 1554, Energy Independence, Clean Air, and Climate Security Act, tax provisions; H.R. 4351, AMT Relief Act, provisions relating to AMT relief and tax reform; H.R. 3970, Tax Reduction and Reform Act, provisions relating to oil and gas taxes, accounting methods; H.R. 3221 Renewable Energy and Energy Conservation Tax Act, tax provisions; H.R. 3220, New Direction for Energy Independence, National Security, and Consumer Protection Act, tax provisions; H.R. 1887, Superfund Equity and Megasite Remediation Act, provisions relating to amendment of IRS rules relating to superfund taxes; H.R. 1500, Gasoline Price Stabilization Act, provisions relating to windfall profit tax; S. 1111, Fair Flat Tax Act, provisions relating to oil and gas taxes; H.R. 5800, Consumer Reasonable Energy Price Protection Act, provision relating to taxes on earnings from sale of crude oil; H.R. 6000, Gas Price Spike Act, provision relating to taxes on earnings from sale of crude oil; H.R. 6275, Alternative Minimum Tax Relief Act, provision relating to oil and gas taxes; S. 2991, Consumer-First Energy Act, provisions relating to windfall profits tax, oil and gas taxes, and foreign tax credit rules; S. 3044, Consumer-First Energy Act, provisions relating to windfall profits tax, oil and gas taxes, and foreign tax credit rules; H.R. 6049, Renewable Energy and Job Creation Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 6899, Comprehensive American Energy Security and Consumer Protection Act, provisions related to development of oil and gas leases, federal royalties, conservation of resources fee, oil and gas taxes and foreign tax credit rules; H.R. 7060, Renewable Energy and Job Creation Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 7201, Energy Improvement and Extension Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 7202, Temporary Tax Relief Act of 2008, provision related to oil spill tax rate; S.3478, Energy Independence and Investment Act of 2008, provisions relating to oil and gas taxes, foreign tax credit rules, and oil spill tax; H.R. 1424, Emergency Economic Stabilization Act of 2008, provisions related to taxes on petroleum industry, emergency bailout, extenders. Whole Bills: S. 3544, Superfund Polluter Pays Act; H.R. 2372, WEAN Off Oil Act; S. 341, Energy Fairness for America Act; S. 666, Oil Industry Tax Break Repeal Act; S. 1504, A Bill to Revalue the LIFO Inventories of Major Integrated Oil Companies; S. 103, Restore a Rational Tax Rate on Petroleum Production Act; S. 2971, A bill to amend the Internal Revenue Code of 1986 to provide for a suspension of the highway fuel tax, and for other purposes; S. 2761, Recapture Excess Profits and Invest in Roads (REPAIR) Act; S. 2782, Recapture Excess Profits and Invest in Roads and Rail (REPAIR) Act; Efforts regarding imposition of taxes on oil and gas industry. Regulatory efforts regarding tax compliance issues facing large and mid-sized businesses.
Client expense: $1,259,437 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Minerals Management Service, Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 4351, AMT Relief Act of 2007, issues related to revenue offsets; H.R. 3923 / S. 2199, Offshore Deferred Compensation Reform Act of 2007, to amend the IRC of '86 to provide for the treatment of certain foreign nonqualified deferred comp.; H.R. 2834, to amend the IRC of '86 to treat income received by partners for performing investment management services as ordinary income; H.R. 3970, Tax Reduction and Reform Act of 2007; H.R. 6049, the Renewable Energy & Job Creation Act; H.R. 3125, Energy Independence & Tax Relief Act; H.R. 6275, AMT Relief Act; H.R. 7060, the Renewable Energy & Job Creation Tax Act; H.R. 6049, the Renewable Energy & Job Creation Tax Act; H.R. 6899, Energy Tax Incentives Act: H.R. 6275, AMT Relief Act; S. 3335, Jobs, Energy, Families and Disaster Relief Act; H.R. 1424, Tax Extenders and AMT Relief Act; S. 3098, AMT & Extenders Tax Relief Act of 2008, issues related to revenue offsets.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 197: To Extend the Production Tax Credit (PTC) H.R. 833/S. 286: Rural Communities Investment Act H.R. 976: Small Business Tax Relief Act H.R. 878/S. 601: Simplification Through Additional Reporting Tax Act H.R. 1509/S. 940: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 1591: U.S. Troop Readiness, Veterans' Health, and Iraq Accountability Act of 2007: Title II, Chapter 4: small business depreciation provisions S. 897: Alzheimer's Family Assistance Act S. 504: Long-Term Care Trust Account Act S. 46: Affordability in the Individual Market Act S. 400: Michelle's Law H.R. 2280/S. 1621: To amend the Internal Revenue Code of 1986 to treat certain farming business machinery and equipment as 5-year property for purposes of depreciation S. 1726 Business Activity Tax Simplification Act H.R. 3160: To amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income S. 2209: Research Credit Improvement Act of 2007 S. 2242: Heartland, Habitat, Harvest, and Horticulture Act of 2007 H.R.3996: Temporary Tax Relief Act of 2007 H.R.4351: Alternative Minimum Tax Relief Act\ H.R.3735/S. 1273: To extend the look-through treatments of payments between related controlled foreign corporations H.R.3234: To improve access to health care through expanded health savings accounts H.R.2138: Investment in America Act of 2007 H.R.2776: Energy & Energy Conservation Tax Act of 2007 H.R.3056: Tax Collection Responsibility Act of 2007 H.R.4994: Middle Class Jobs Protection Act of 2008 H.R.5085: Small Business Expansion Act of 2008 H.R.5351: To amend the IRS Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation H.R.5267: Business Activity Tax Simplification Act H.R.2419: Farm, Nutrition, and Bioenergy Act: Section 12407 of the Senate Amendment; Section 168 of Code H.R.5231: To amend the IRS Code of 1986 to extend the credit for electricity produced from certain renewable resources S.2821: The Clean Energy Tax Stimulus Act of 2008 H.R.3361: Pension Protection Technical Corrections Act S.1945: Patriot Employers Act H.R.5719: Taxpayer Assistance and Simplification Act of 2008 H.R.6049: Energy and Tax Extenders Act of 2008 H.R.5719: U.S.A. Substantiation Act H.R.6275: Alternative Minimum Tax Relief H.R. 1424: Economic Stabalization Act H.R. 3997: Emergency Economic Stabalization Act of 2008; P.L. 110-343 H.R. 7060: Tax Extenders: Subpart F, R&D credit; PTC credit H.R. 6049: Tax Extenders: Subpart F, R&D credit; PTC credit H.R. 6604: Commodity Markets Transparency and Accountability Act of 2008 H.R. 1424: TARP: Extending Expiring Tax Provisions; P.L. 110-343
Client expense: $280,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Retirement Product issues including: S.1010 and H.R.2205, Retirement Security for Life Act of 2007 S.1288, Women's Retirement Security Act of 2007 (continued on following page) 401(k) fees issues including: H.R.3765, Defined Contribution Plan Fee Transparency Act of 2007 S.2473, Defined Contribution Fee Disclosure Act of 2007 Non-Qualified Deferred Compensation issues including: H.R.3963, Children's Health Insurance Program Reauthorization Act of 2007 H.R.976, Small Business Tax Relief Act of 2007 International Tax issues including: H.R.5140, Economic Stimulus Act of 2008 H.R.4351, AMT Relief Act of 2007
Client expense: Not reported · Firm income: $80,000
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
S. Con. Res. 70 & H. Con. Res. 312 - FY 2009 Budget resolution, Estate tax provisions H.R. 4351, AMT Relief Act of 2007 - Tax Collection Responsibility Act of 2007, Taxation of deferred compensation
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R.2; Tax Depreciation and H.R.4351; AMT Bill
Client expense: Not reported · Firm income: $40,000
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS)
2008 · third_quarter · Taxation/Internal Revenue Code
H.R. 4351, AMT Relief Act of 2007, issues related to revenue offsets; H.R. 3923 / S. 2199, Offshore Deferred Compensation Reform Act of 2007, to amend the IRC of '86 to provide for the treatment of certain foreign nonqualified deferred comp.; H.R. 2834, to amend the IRC of '86 to treat income received by partners for performing investment management services as ordinary income; H.R. 3970, Tax Reduction and Reform Act of 2007; H.R. 6049, the Renewable Energy & Job Creation Act; H.R. 3125, Energy Independence & Tax Relief Act; H.R. 6275, AMT Relief Act; H.R. 7060, the Renewable Energy & Job Creation Tax Act; H.R. 6049, the Renewable Energy & Job Creation Tax Act; H.R. 6899, Energy Tax Incentives Act: H.R. 6275, AMT Relief Act; S. 3335, Jobs, Energy, Families and Disaster Relief Act; H.R. 1424, Tax Extenders and AMT Relief Act; S. 3098, AMT & Extenders Tax Relief Act of 2008, issues related to revenue offsets.
Client expense: Not reported · Firm income: $83,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
S.940; HR.1509; S.349; HR.6; HR. 2776; renewable energy tax incentives for wind, solar and smart grid; IRC sections 45 and 48; S.6049; S.3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; S.1370 (sections 4 and 5); IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; issues relating to inclusion of arbitration provisions in tax treaties; H.R.4912; tax treatment of exchange traded notes; Deferred compensation; HR. 6049; S.3098; S. 3125; economic stabilization provisions; H.R. 3997; H.R. 1424; tax treatment of REMICS and REITs.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
International tax issues, including foreign tax credit issues; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
IRC Subpart F, including look-through treatment for controlled foreign corporations and treatment of manufacturing under section 954 and related regulations; IRS REG-124590-07; S.1273; HR.3735; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues; Canada tax treaty; HR. 6049; S. 3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR.2138; S.41; HR.3996; S.2209; HR. 6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; subpart F issues, including treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
IRC Subpart F; HR.1509; S.940; HR.6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; IRS Notice 2007-58; sourcing rule under tax treaties.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
IRC section 199 related to the inclusion of Puerto Rico in the manufacturing deduction; HR.763; HR.3996; HR. 6049; S. 3098; S. 3125; S.3335; HR.7060; HR.7202; HR.1424; look-through treatment for controlled foreign corporations; international tax reform issues; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR 2138; S. 41; HR.3996; S.2209; HR. 6049; S.3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; Subpart F issues, including look-through treatment for controlled foreign corporations and treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; HR.1509; S.940; S.349 (section 206); IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351; international tax reform issues; IRS Notice 2007-58; HR.3735; S.1273; HR.6.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Issues relating to taxation of life insurance products; HR. 1509; S.940; IRC Subpart F and look-through treatment for controlled foreign corporations; HR. 6049; S.3098; S.3125; S.3335; HR.7060; HR. 7202; HR.1424; S.349 (section 206); international issues, including foreign tax credits; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR. 4351.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit; HR 2138; S. 41; HR.3996; S.2209; HR. 6049; S. 3098; S.3125; S.3335; HR.7060; HR.7202; HR.1424; Subpart F issues, including treatment of manufacturing under IRC section 954 and related regulations; IRS REG-124590-07; IRC section 7701(economic substance doctrine); S.2242; HR.3970; HR.4351.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Retirement Product issues including: S.1010 - Retirement Security for Life Act of 2007 H.R.2205 - Retirement Security for Life Act of 2007 S.1288 - Women's Retirement Security Act of 2007 401(K) fee issues including: S.3278 A bill 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. H.R.6708 - To amend the Internal Revenue Code of 1986 to provide that no loan may be made from a qualified employer plan using revolving credit arrangements and to limit the number of loans that may be made from a qualified employer plan to a participant or beneficiary. H.R.3765 - Defined Contribution Plan Fee Transparency Act of 2007 S.2473 - Defined Contribution Fee Disclosure Act of 2007 Non-Qualified Deferred Compensation issues including: H.R.3963 - Children's Health Insurance Program Reauthorization Act of 2007 H.R.976 Small Business Tax Relief Act of 2007 International Tax issues including: H.R.5140 - Economic Stimulus Act of 2008 H.R.4351 - AMT Relief Act of 2007 H.R.6969 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.
Client expense: $980,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
Economic Stimulus Act of 2008- H.R. 5140, H.R. 2648, S. 58 Tip Tax Fairness Act- H.R. 2034 Small Business Tax Relief Act of 2007- H.R. 976, H.R. 2 Restaurant Depreciation- H.R. 3622, S. 2170 Renewable Energy and Job Creation Act of 2008- H.R. 6049 Energy Independence and Tax Relief Act of 2008- S. 3125 Tax Reduction & Reform Act- H.R. 3970 Tax Increase Prevention Act- H.R. 3996 The AMT Relief Act of 2007- H.R. 4351 and H.R. 6275 Alternative Minimum Tax Relief Act of 2008 Estate Tax- H.R. 2380, H.R. 1586 Biodiesel Production Tax Credit Parity Act- H.R. 927 Food Donation Business Meal Deductability- H.R. 2648, S. 58 Small Business Expensing, section 179 Social Security, No-Match Issues -New Direction for Energy Independence, National Security and Consumer Protection Act (H.R. 3221- business tax package that didn't end up being included on Senate side for restaurant depreciation, Hutchison/Nelson Amendments) Jobs, Energy, Families and Disaster Relief Act of 2008- S. 3335 Tax Extenders and Minimum Tax Relief Act of 2008- S. 3098 Energy Independence and Investment Act of 2008- S. 3478 Emergencey Economic Stabilization Act of 2008- H.R. 1424 Small Business Tax Modernization Act of 2008- H.R. 6601
Client expense: $850,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Treasury, Dept of, White House Office
2008 · third_quarter · Taxation/Internal Revenue Code
H.R. 453, Ending Subsidies for Big Oil Act, provisions regarding tax on oil and natural gas production; H.R. 2069, Save Our Climate Act, provision relating to primary fossil fuels tax; H.R. 2881, FAA Reauthorization Act, provisions relating to aviation excise tax; H.R. 3276, Bad Polluters Act, provisions relating to refinery expensing; H.R. 3443, Drawback Simplification Act, provisions relating to duty drawback; H.R. 3636, Superfund Reinvestment Act, tax provisions; H.R. 3962, Superfund Polluter Pays Act, tax provisions; S. 1179, Superfund Equity and Megasite Remediation Act, tax provisions; S. 1238, Energy Security and Corporate Accountability Act, tax provisions; S. 2345, American Infrastructure Investment and Improvement Act, provisions related to oil and gas taxes; IRS Notice 2004-6 Capitalization of Repair Costs; IRS Section 179C Expensing of Refinery Expansions; H.R. 2419, Farm, Nutrition, and Bioenergy Act, provisions relating to customs duty drawback; S. 1554, Energy Independence, Clean Air, and Climate Security Act, tax provisions; H.R. 4351, AMT Relief Act, provisions relating to AMT relief and tax reform; H.R. 3970, Tax Reduction and Reform Act, provisions relating to oil and gas taxes, accounting methods; H.R. 3221 Renewable Energy and Energy Conservation Tax Act, tax provisions; H.R. 3220, New Direction for Energy Independence, National Security, and Consumer Protection Act, tax provisions; H.R. 1887, Superfund Equity and Megasite Remediation Act, provisions relating to amendment of IRS rules relating to superfund taxes; H.R. 1500, Gasoline Price Stabilization Act, provisions relating to windfall profit tax; S. 1111, Fair Flat Tax Act, provisions relating to oil and gas taxes; H.R. 5800, Consumer Reasonable Energy Price Protection Act, provision relating to taxes on earnings from sale of crude oil; H.R. 6000, Gas Price Spike Act, provision relating to taxes on earnings from sale of crude oil; H.R. 6275, Alternative Minimum Tax Relief Act, provision relating to oil and gas taxes; S. 2991, Consumer-First Energy Act, provisions relating to windfall profits tax, oil and gas taxes, and foreign tax credit rules; S. 3044, Consumer-First Energy Act, provisions relating to windfall profits tax, oil and gas taxes, and foreign tax credit rules; S. 3478, Energy Independence and Investment Act, Title V, tax and revenue provisions; H.R. 6049, Renewable Energy and Job Creation Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 6899, Comprehensive American Energy Security and Consumer Protection Act, provisions related to development of oil and gas leases, federal royalties, conservation of resources fee, oil and gas taxes and foreign tax credit rules; H.R. 7060, Renewable Energy and Job Creation Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 7201, Energy Improvement and Extension Act of 2008, provisions relating to oil and gas taxes and foreign tax credit rules; H.R. 7202, Temporary Tax Relief Act of 2008, provision related to oil spill tax rate; S.3478, Energy Independence and Investment Act of 2008, provisions relating to oil and gas taxes, foreign tax credit rules, and oil spill tax; H.R. 1424, Emergency Economic Stabilization Act of 2008, provisions related to taxes on petroleum industry, emergency bailout, extenders; S. Proposed Bill, "New Energy Reform Act of 2008," tax provisions . Whole Bills: S. 3544, Superfund Polluter Pays Act; H.R. 2372, WEAN Off Oil Act; S. 341, Energy Fairness for America Act; S. 666, Oil Industry Tax Break Repeal Act; S. 1504, A Bill to Revalue the LIFO Inventories of Major Integrated Oil Companies; S. 103, Restore a Rational Tax Rate on Petroleum Production Act; S. 2971, A bill to amend the Internal Revenue Code of 1986 to provide for a suspension of the highway fuel tax, and for other purposes; S. 2761, Recapture Excess Profits and Invest in Roads (REPAIR) Act; S. 2782, Recapture Excess Profits and Invest in Roads and Rail (REPAIR) Act; Regulatory efforts regarding tax compliance issues facing large and mid-sized businesses.
Client expense: $1,300,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Vice President of the United States, SENATE, Transportation, Dept of (DOT), White House Office
2008 · third_quarter · Financial Institutions/Investments/Securities
H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Insurance
H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
H.R.2205 - Retirement Security for Life Act of 2007, tax incentive for lifetime annuity payout; S.1624 - Publicly Traded Partnerships bill, in particular the grandfather status of publicly traded partnerships; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351); H.R. 1746, Holocaust Insurance Accountability Act of 2008, clarify exemptions for ICHEIC participant companies, refine cause of action and oppose registry provisions in conflict with privacy laws.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
Preserve publicly traded partnership status under Internal Revenue Code Section 7704(g) (e.g., S.1624, H.R.2785, H.R.2834); Carried interest provision in the AMT (e.g., H.R.3970, H.R.4351); S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008; H.R. 6049, Energy and Tax Extenders Act of 2008; Technical clarification that offshore deferred compensation proposals do not apply to domestic financial publicly traded partnerships; H.R. 1424, Emergency Economic Stabalization Act of 2008.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE