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Tax Technical Corrections Act of 2007
Legislative Progress
Introduced
December 19, 2007
Latest Action
December 29, 2007
Primary Sponsor
Charles B. RangelDemocratic(NY)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
56pct
10d 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.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (19)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2008 · first_quarter · Retirement
Legislation relating to Retirement security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839. S. 1974, S. 2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Entire bills of the following: H.R.4839, the Tax Technical Corrections Act of 2007 Sec.3 Amdentments related to Title XII of the Pension Protection Act of 2006
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Entire bills of the following: H.R.4839, the Tax Technical Corrections Act of 2007 Sec.3 Amdentments related to Title XII of the Pension Protection Act of 2006
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Entire bills of the following: H.R.4839, the Tax Technical Corrections Act of 2007 Sec.3 Amdentments related to Title XII of the Pension Protection Act of 2006
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
S 1179 Superfund Equity and Megasite Remediation Act of 2007 - A bill to amend Internal Revenue Code of 1986. S 502 To make the tax rate reduction on dividends and capital gains permanent. S 1322 Employee Stock Ownership Plan Promotion and Improvement Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to improve the operation of employee stock ownership plans, and for other purposes. S 1617 To provide tax incentives for plug-in electric drive motor vehicles. S 1753 Healthy Workforce Act of 2007 - A bill 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. S 2886 Alternative Minimum Tax and Tax Extenders Relief Act of 2008. Amends the Internal Revenue Code to extend expiring provisions relating to the alternative minimum tax, individual and business taxpayers, energy conservation, and tax administration. S 3125 Energy Independence and Tax Relief Act of 2008. HR 197 To amend the IRC of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable sources. HR 1997 To amend the IRC of 1986 to allow solar and geothermal ITC for public utility property. HR 2148 To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale. HR 2206 Fiscal 2007 Second Emergency Iraq/Hurricane Supplemental Appropriations - Making emergency supplemental appropriations and additional supplemental appropriations for agricultural and other emergency assistance for the fiscal year ending September 20, 2007, and for other purposes. HR 2305 Energy Conservation Through "Smart Meters" Act of 2007 - To amend the Internal Revenue Code of 1986 to provide a five-year applicable recovery period for depreciation of qualified energy management devices. HR 2313 To make the tax rate reduction on dividends and capital gains permanent. HR 2776 - Renewable Energy Conservation Tax Act of 2007. A bill to amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation. HR 3221 - New Direction for Energy Independence, National Security, and Consumer Protection Act, an act to provide needed housing reform and for other purposes. HR 3876 To amend the Internal Revenue Code of 1986 to limit the deductibility of excessive rates of executive compensation. HR 4839 Tax Technical Corrections Act of 2007. HR 5101 To amend the Internal Revenue Code of 1986 to accelerate the phase-in of the deduction for domestic production activities. HR 5169 The Grow American Investment Now Jobs Act of 2008 - To amend the Internal Revenue Code of 1986 to reduce marginal income tax rates on corporations. HR 5351 To amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation. HR 6049 - Energy and Tax Extenders Act of 2008.
Client expense: $510,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Retirement
HR 2205/S 1010 - "Retirement Security for Life Act" - Tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - All retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S 2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts HR 7327 - Worker, Retiree and Employer Recovery Act of 2008
Client expense: $630,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
Client expense: $630,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · fourth_quarter · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S.1974, S.2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2008 · third_quarter · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S.1974, S.2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
S 1179 Superfund Equity and Megasite Remediation Act of 2007 S 502 To make the tax rate reduction on dividends and capital gains permanent S 1322 Employee Stock Ownership Plan Promotion and Improvement Act of 2007 S 1617 To provide tax incentives for plug-in hybrid electric drive motor vehicles S 1753 Healthy Workforce Act of 2007 S 2886 Alternative Minimum Tax and Tax Extenders Relief Act of 2008 S 3125 Energy Independence and Tax Relief Act of 2008 HR 197 To amend the IRC of 1986 to provide a 5 year extension of the credit for electricity produced from certain renewable sources. HR 1997 To amend the IRC of 1986 to allow solar and geothermal ITC for public utility property HR 2148 To amend the IRC of 1986 to provide a 15 year recovery period for property used in the transmission or distribution of electricity for sale HR 2206 Fiscal 2007 Second Emergency Iraq/Hurricane Supplemental Appropriations HR 2305 Energy Conservation Through Smart Meters Act of 2007 HR 2313 To make the tax rate reduction on dividends and capital gains permanent HR 2276 Renewable Energy Conservation Tax Act of 2007 HR 3221 New Direction for Energy Independence, National Security, and Consumer Protection Act HR 3876 To amend the IRC of 1986 to limit the deductibility of excessive rates of executive compensation HR 4839 Tax Technical Corrections Act of 2007 HR 5101 To amend the IRC of 1986 to accelerate the phase-in of the deduction for domestic production activities HR 5169 The Grow American Investment Now Jobs Act of 2008 HR 5351 To amend the IRC of 1986 to provide tax incentives for the production of renewable energy and energy conservation HR 6049 Renewable Energy and Job Creation Act of 2008 HR 6899 Energy Tax Incentives Act of 2008
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
See attachment. RET Second Quarter Report 2008 H.R. 2 - Fair Minimum Wage Act H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. 6143 Pension Protection Act ERISA Amendments of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1288 - Women's Retirement Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 3952 - Automatic IRA Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 1693 The Wired for Healthcare Quality Act Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability. Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms. Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.
Client expense: $910,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · third_quarter · Retirement
HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts
Client expense: $610,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · third_quarter · Taxation/Internal Revenue Code
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
Client expense: $610,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · second_quarter · Retirement
HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 3221- The Foreclosure Prevention Act of 2008 S. 2636 - The Foreclosure Prevention Act of 2008 S. 1693 The Wired for Healthcare Quality Act H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections H.R. 6143 Pension Protection Act ERISA Amendments of 2008
Client expense: $920,600 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · second_quarter · Retirement
Legislation relating to Retirement security - H.R. 2638, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S.1974, S.2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
See attachment. RET Second Quarter Report 2008 H.R. 2 - Fair Minimum Wage Act H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. 6143 Pension Protection Act ERISA Amendments of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1288 - Women's Retirement Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 3952 - Automatic IRA Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 1693 The Wired for Healthcare Quality Act Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability. Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms. Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.
Client expense: $910,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · second_quarter · Taxation/Internal Revenue Code
S 1179 Superfund Equity and Megasite Remediation Act of 2007 - A bill to amend Internal Revenue Code of 1986. S 502 To make the tax rate reduction on dividends and capital gains permanent. S 1322 Employee Stock Ownership Plan Promotion and Improvement Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to improve the operation of employee stock ownership plans, and for other purposes. S 1617 To provide tax incentives for plug-in electric drive motor vehicles. S 1753 Healthy Workforce Act of 2007 - A bill 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. HR 197 To amend the IRC of 1986 to provide a 5-year extension of the credit for electricity produced from certain renewable sources. HR 1997 To amend the IRC of 1986 to allow solar and geothermal ITC for public utility property. HR 2148 To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale. HR 2206 Fiscal 2007 Second Emergency Iraq/Hurricane Supplemental Appropriations - Making emergency supplemental appropriations and additional supplemental appropriations for agricultural and other emergency assistance for the fiscal year ending September 20, 2007, and for other purposes. HR 2305 Energy Conservation Through "Smart Meters" Act of 2007 - To amend the Internal Revenue Code of 1986 to provide a five-year applicable recovery period for depreciation of qualified energy management devices. HR 2313 To make the tax rate reduction on dividends and capital gains permanent. HR 2776 - Renewable Energy Conservation Tax Act of 2007. A bill to amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation. HR 3221 - New Direction for Energy Independence, National Security, and Consumer Protection Act, an act to provide needed housing reform and for other purposes. HR 3876 To amend the Internal Revenue Code of 1986 to limit the deductibility of excessive rates of executive compensation. HR 4839 Tax Technical Corrections Act of 2007. HR 5101 To amend the Internal Revenue Code of 1986 to accelerate the phase-in of the deduction for domestic production activities. HR 5169 The Grow American Investment Now Jobs Act of 2008 - To amend the Internal Revenue Code of 1986 to reduce marginal income tax rates on corporations. HR 5351 To amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation. HR 6049 - Renewable Energy and Job Creation Act of 2008.
Client expense: $430,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · second_quarter · Retirement
HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts
Client expense: $620,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · second_quarter · Taxation/Internal Revenue Code
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
Client expense: $620,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · first_quarter · Retirement
HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts
Client expense: $610,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · first_quarter · Taxation/Internal Revenue Code
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
Client expense: $610,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · first_quarter · Retirement
S504: LONG TERM CARE TRUST ACCOUNTS ACT; ALL PROVISIONS OF THE BILL S555: SIMPLE CAFETERIA PLAN ACT; LONG-TERM CARE PROVISIONS H.RES.CON.133: SUPPORTING THE GOALS OF THE LONG TERM CARE AWARENESS WEEK; ALL PROVISIONS OF THE BILL S1010/HR2205: TAX INCENTIVE FOR NON QUALIFIED ANNUITIES; ALL PROVISIONS OF THE BILL S1288: WOMEN'S RETIREMENT ACT OF 2007; ALL PROVISIONS OF THE BILL S1141: AUTOMATIC IRA ACT OF 2007; ALL PROVISIONS OF THE BILL S1974/HR3361: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; ALL PROVISIONS OF THE BILL HR3185: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2007; ALL PROVISIONS OF THE BILL S2337/HR3363: LONG-TERM CARE AFFORDABILITY AND SECURITY ACT OF 2007; ALL PROVISIONS OF THE BILL S1809/HR3088: LONG-TERM CARE ACT OF 2007; ALL PROVISIONS OF THE BILL HR2582: QUALIFIED LONG-TERM CARE FAIRNESS ACT OF 2007; ALL PROVISIONS OF THE BILL S2268: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2007; ALL PROVISIONS OF THE BILL S2473: DEFINED CONTRIBUTION FEE DISCLOSURE ACT; ALL PROVISIONS OF THE BILL HR4839: TAX TECHNICAL CORRECTIONS; ALL PROVISIONS OF THE BILL HR2419: FARM BILL EXTENSION ACT; TAX PROVISIONS HR3997: HEROES EARNINGS ASSISTANCE AND RELIEF TAX ACT; SAVINGS PROVISIONS HR5160: SMALL BUSINESS ADD VALUE FOR EMPLOYEES ACT OF 2008; ALL PROVISIONS OF THE BILL HR5559: LONG TERM CARE AND RETIREMENT SECURITY ACT OF 2008; ALL PROVISIONS OF THE BILL S2794: SENIOR INVESTOR PROTECTION ACT OF 2008; ALL PROVISIONS OF THE BILL
Client expense: $540,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Taxation/Internal Revenue Code
IRS Notice 2004-6 Capitalization of Repair Costs; IRS Section 179C Expensing of Refinery Expansions; 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. 2242, Heartland, Habitat, Harvest, and Horticulture Act, provisions relating to modification of duty drawback rules, tax reporting rules; S. 2345, American Infrastructure Investment and Improvement Act, provisions relating to oil and gas taxes; H.R. 2419, Farm, Nutrition, and Bioenergy Act, provisions relating to motor fuel tax; 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 IRC 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. 5351, Renewable Energy and Energy Conservation Tax Act, provisions relating to oil and gas taxes; H.R. 4839, Tax Technical Corrections Act, provisions on excise tax. Whole Bills: 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. Efforts to streamline international tax compliance reporting.
Client expense: $1,270,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR), White House Office
2008 · first_quarter · Retirement
HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S. 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008
Client expense: $2,762,032 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · first_quarter · Taxation/Internal Revenue Code
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.
Client expense: $2,762,032 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · first_quarter · Taxation/Internal Revenue Code
See attachment. TAX First Quarter Report 2008 H.R. 25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R. 377 -Insuring Families for Their Future Act of 2007 H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R.3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H.R.3361 - Pension Protection Technical Corrections Act of 2007 H.R.3970 - Tax Reduction and Reform Act of 2007 H.R.4159 - Simplified USA Tax Act of 2007 H.R.4195 - Tax Technical Corrections Act of 2007 H.R.4839 - Tax Technical Corrections Act of 2007 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. 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.1974 - Pension Protection Technical Corrections Act of 2007 S.2374 - Tax Technical Corrections Act of 2007 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. 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. TAX First Quarter Report 2008 continued Treasury Notice 2008-18 Principle Based Reserves. Treasury Notice 2007-15 Simplification of correction programs for violation of sections 7702, 7702A and 817(h). Treasury Notice 2008-24 Taxation of partial exchanges. IRS proposed regulations 1.6011-4 Treat patented tax strategies as reportable transactions; section 2369 prohibit the patenting of tax strategies. Dept of Treasury Internal Revenue Rule 2007-61 suspending Revenue Rule 2007-54 and regulation project calculating policyholders share of separate account for dividend received deduction.
Client expense: $875,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · first_quarter · Retirement
See attachment. RET First Quarter Report 2008 H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 3765 The Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1087 Fair Pay Act RET First Quarter Report 2008 continued S. 1288 - Women's Retirement Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 1809 Long-Term Care Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 3952 - Automatic IRA Act of 2007 Department of Labor Guidance Level Fee Exemption (Section 408(b)(14) and 408(g)(2) of ERISA) and IRA Exemption (Section 601(b)(3) of Pension Protection Act of 2006). Final 403(b) Regulations/Revenue Proceeding 2007-71 issues related to timing relief, clarification of transition relief, grandfathering and effective date. Department of Labor proposed amendments to Reg. Section 2550.408b-2 interpreting service provider prohibited transaction exemption under ERISA section 408(b)(2). Draft of Rep. Andrews Easy 401(k) Bill. Department of Labor Final Revised Form 5500 (2009) New Fee Reporting Rules request changes to final rules.
Client expense: $875,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · first_quarter · Taxation/Internal Revenue Code
Advocate for international tax reform; Restaurant depreciation provisions (e.g., H.R.3622, H.R.3996, S.2170); Allow S corporations to qualify for deductions for donated food (e.g., S.689, H.R.3996); Food donation provisions for S corporations (e.g., H.R.4839, H.R.4195, S.2374); S.2422; H.R.3970; H.R.4351; Executive compensation provisions; 2008 Farm Bill legislation (e.g. H.R. 5813), in particular USDA issues
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Retirement
HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure HR 5160 - "SAVE Act" - Automatic IRAs for small employers HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid" HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts
Client expense: $570,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · first_quarter · Taxation/Internal Revenue Code
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
Client expense: $570,000 · Firm income: Not reported
Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office
2008 · first_quarter · Retirement
Legislation relating to Retirement security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839. S. 1974, S. 2374
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · first_quarter · Taxation/Internal Revenue Code
S 1179 Superfund Equity and Megasite Remediation Act of 2007 - A bill to amend Internal Revenue Code of 1986. S 1322 Employee Stock Ownership Plan Promotion and Improvement Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to improve the operation of employee stock ownership plans, and for other purposes. S 1753 Healthy Workforce Act of 2007 - A bill 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. HR 2148 To amend the Internal Revenue Code of 1986 to provide a 15-year recovery period for property used in the transmission or distribution of electricity for sale. HR 2206 Fiscal 2007 Second Emergency Iraq/Hurricane Supplemental Appropriations - Making emergency supplemental appropriations and additional supplemental appropriations for agricultural and other emergency assistance for the fiscal year ending September 20, 2007, and for other purposes. HR 2305 Energy Conservation Through "Smart Meters" Act of 2007 - To amend the Internal Revenue Code of 1986 to provide a five-year applicable recovery period for depreciation of qualified energy management devices. HR 3876 To amend the Internal Revenue Code of 1986 to limit the deductibility of excessive rates of executive compensation. HR 4839 Tax Technical Corrections Act of 2007. HR 5101 To amend the Internal Revenue Code of 1986 to accelerate the phase-in of the deduction for domestic production activities. HR 5169 The Grow American Investment Now Jobs Act of 2008 - To amend the Internal Revenue Code of 1986 to reduce marginal income tax rates on corporations. HR 5351 To amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation.
Client expense: $450,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
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
Client expense: $19,060,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), UNDETERMINED
2007 · year_end · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S. 1974, S. 2374
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
* Energy Tax Title, Biomass: H.R. 6 - Renewable Fuels, Consumer Protection, and Energy Efficiency Act of 2007 Energy Tax Title, Biomass provisions. Carried Interest: H.R.2785 / S.1624 / 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. -- tax provisions of the entire Bill. General: H.R. 2 - Fair Minimum Wage Act of 2007 -- revenue raising provisions. S. 1587 - Recycling Investment Saves Energy (RISE Act)-- tax provisions of the entire Bill. Superfund: S. 1179 / H.R. 1887 - Superfund Equity and Megasite Remediation Act of 2007-- Superfund tax reinstatement. Issues without Bills: Foreign Oil Related Income Rules Deferred Compensation Economic Substance Doctrine Other Tax H.R. 4839 - The Tax Technical Corrections Act of 2007 ("DISC")- tax provisions. H.R. 4351 - AMT relief Act of 2007 - revenue raising provisions. S. 2242 - Heartland, Habitat, Harvest And Horticulture Act of 2007- revenue raising provisions. S. 2223 - Habitat And Land Conservation Act of 2007 -- revenue raising provisions. H.R. 3540 / S. 2530 - Federal Aviation Administration Extension Act of 2007 -- revenue raising provisions. H.R. 2776 - The Renewable Energy And Energy Conservation Tax Act Of 2007-- tax, oil, gas, and biomass provisions. H.R. 1591 - The Small Business And Work Opportunity Tax Act Of 2007-- small business bill, revenue raising provisions. H.R. 976 - The Small Business Tax Relief Act Of 2007-- revenue raising provisions. Other Tax H.R. 4839 - The Tax Technical Corrections Act of 2007 ("DISC")- tax provisions. H.R. 4351 - AMT relief Act of 2007 - revenue raising provisions. S. 2242 - Heartland, Habitat, Harvest And Horticulture Act of 2007- revenue raising provisions.
Client expense: $2,530,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, UNDETERMINED
2007 · year_end · Taxation/Internal Revenue Code
S 1179 Superfund Equity and megasite Remediation Act of 2007 - A bill to amend Internal Revenue Code of 1986. S 1322 Employee Stock Ownership Plan Promotion and Improvement Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to improve the operation of employee stock ownership plans, and for other purposes. S 1753 Healthy Workforce Act of 2007 - A bill 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. HR 2148 To amend the Internal Revenue code of 1986 to provide a 15-7ear recovery period for property used in the transmission or distribution of electricity for sale. HR 2206 Fiscal 2007 Second Emergency Iraq/Hurricane Supplemental Appropriations - Making emergency assistance for the fiscal year ending September 20, 2007, and for other purposes. HR 2305 Energy Conservation Through "Smart Meters" Act of 2007 - To amend the Internal Revenue Code of 1986 to provide a five-year applicable recovery period for depreciation of qualified energy management devices. HR 3876 To amend the Internal Revenue Code of 1986 to limit the deductibility of excessive rates of executive compensation. HR 4839 Tax Technical Corrections Act of 2007.
Client expense: $940,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
HR 2419 - Farm Bill Extension Act of 2007, HR 4839 - Tax Technical Corrections Act of 2007 , HR 4159 Simplified USA Tax Act of 2007 - tax technical correction portion of the bills relating to tax credits for propane industry; S.269 Amend the IRC of 1986; HR 3221 & HR 2776 - Renewable Energy & Energy Conservation Tax Act of 2007; HR 6 - Renewable Fuels; HR 2834 - Amend IRC of 1986; S 1624 - public traded partnerships; HR 2881 and S.1300 - FAA Extensions bills relating to tax issues
Client expense: $360,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2007 · year_end · Taxation/Internal Revenue Code
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
Client expense: $19,060,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)
2007 · year_end · Retirement
H.R. 4 Pension Protect Act of 2006, pension funding yield curve, hybrid funding; Revenue Scoring; H.R. 3185 401(k) Fair Disclosure for Retirement Security, all provisions; Participant Fee Disclosure; H.R. 2 409(A) Caps; Hybrid Pension Plans, "Greater O"; S. 1974 Pension Protection Technical Corrections Act of 2007; H.R. 4839 Pension Protection Technical Corrections Act of 2007; H.R. 3868 Delay of Pension Protection Act Effective Date, all provisions, S. 2473 Job Creation Act of 2204, defined comp.
Client expense: $100,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2007 · year_end · Retirement
H.R. 4 Pension Protect Act of 2006, pension funding yield curve, hybrid funding; Revenue Scoring; H.R. 3185 401(k) Fair Disclosure for Retirement Security, all provisions; Participant Fee Disclosure; H.R. 2 409(A) Caps; Hybrid Pension Plans, "Greater O"; S. 1974 Pension Protection Technical Corrections Act of 2007; H.R. 4839 Pension Protection Technical Corrections Act of 2007; H.R. 3868 Delay of Pension Protection Act Effective Date, all provisions, S. 2473 Job Creation Act of 2204, defined comp.
Client expense: $100,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2007 · year_end · Retirement
H.R. 4 Pension Protect Act of 2006, pension funding yield curve, hybrid funding; Revenue Scoring; H.R. 3185 401(k) Fair Disclosure for Retirement Security, all provisions; Participant Fee Disclosure; H.R. 2 409(A) Caps; Hybrid Pension Plans, "Greater O"; S. 1974 Pension Protection Technical Corrections Act of 2007; H.R. 4839 Pension Protection Technical Corrections Act of 2007; H.R. 3868 Delay of Pension Protection Act Effective Date, all provisions, S. 2473 Job Creation Act of 2204, defined comp.
Client expense: $130,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2007 · year_end · Retirement
H.R. 4 Pension Protect Act of 2006, pension funding yield curve, hybrid funding; Revenue Scoring; H.R. 3185 401(k) Fair Disclosure for Retirement Security, all provisions; Participant Fee Disclosure; H.R. 2 409(A) Caps; Hybrid Pension Plans, "Greater O"; S. 1974 Pension Protection Technical Corrections Act of 2007; H.R. 4839 Pension Protection Technical Corrections Act of 2007; H.R. 3868 Delay of Pension Protection Act Effective Date, all provisions, S. 2473 Job Creation Act of 2204, defined compet
Client expense: $130,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of
2007 · year_end · Taxation/Internal Revenue Code
Advocate for international tax reform; Restaurant depreciation provisions (e.g., H.R.3622, H.R.3996, S.2170); Allow S corporations to qualify for deductions for donated food (e.g., S.689, H.R.3996); Food donation provisions for S corporations (e.g., H.R.4839, H.R.4195, S.2374); S.2422; H.R.3970; H.R.4351; Executive compensation provisions in AMT (e.g., H.R.3970, H.R.4351)
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
* Energy Tax Title, Biomass: H.R. 6 - Renewable Fuels, Consumer Protection, and Energy Efficiency Act of 2007 Energy Tax Title, Biomass provisions. Other Tax H.R. 4839 - The Tax Technical Corrections Act of 2007 ("DISC")- tax provisions. H.R. 4351 - AMT relief Act of 2007 - revenue raising provisions. S. 2242 - Heartland, Habitat, Harvest And Horticulture Act of 2007- revenue raising provisions. Other Tax H.R. 4839 - The Tax Technical Corrections Act of 2007 ("DISC")- tax provisions. H.R. 4351 - AMT relief Act of 2007 - revenue raising provisions. S. 2242 - Heartland, Habitat, Harvest And Horticulture Act of 2007- revenue raising provisions.
Client expense: $2,530,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE
2007 · year_end · Retirement
rules, including H.R. 4839, The Tax Technical Corrections Act. Proposals related to defined contribution plan fees and fee disclosure practices, including H.R. 3765, The Defined Contribution Fee Transparency Act, H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act, and S. 2473, Defined Contribution Fee Disclosure Act. Proposals related to reform of the minimum required distribution rules. S.1288, Women's Retirement Security Act. Proposals making technical corrections to The Pension Protection Act of 2006, inlcuding H.R. 3361 and S. 1974, Pension Protection Technical Corrections Act. Proposals related to The Pension Protection Act's qualified optional survivor annuity provision. Proposals related to technical corrections to the Roth 403(b) catch up contribution
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
* HR 2834, HR 4351 - AMT Relief Act of 2007; HR 3996 Tax Increase Prevention Act of 2007; HR3970 Tax Reduction and Reform Act of 2007: oppose provision to recharacterize income from investment services partnerships HR 4195, HR 4839 and S. 2374 - Tax Technical Corrections Act of 2007: to support revisions on Section 470 of the American Jobs Act. S.1624 Publicly traded partnership bill HR 4195, HR 4839 and S. 2374 - Tax Technical Corrections Act of 2007: to support revisions on Section 470 of the American Jobs Act. S.1624 Publicly traded partnership bill
Client expense: $845,739 · Firm income: Not reported
Government targets: Energy, Dept of, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Science Foundation (NSF), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), White House Office
2007 · year_end · Taxation/Internal Revenue Code
In support of S. 156 and HR 743 -- Permanent Internet Tax Freedom Act of 2007; HR 3678 -- Internet Tax Freedom Act Amendments of 2007; HR 2776 -- Renewable Energy & Energy Conservation Tax Act of 2007; House Energy & Commerce Committee energy legislation Committee Prints 1-3; S. 1730 -- Clean Energy Investment Assurance Act; and HR 4839 -- Tax Technical Corrections Act of 2007.
Client expense: $153,603 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
S.1624, Tax Treatment of Publicly Traded Partnerships: taxation, Internal Revenue Code; HR 2834, Tax Treatment of Carried Interest: taxation, Internal Revenue Code; HR 2746, Consolidated Appropriations Act of 2008: taxation, Internal Revenue Code; HR 4839, Tax Technical Corrections Act of 2007: taxation, Internal Revenue Code.
Client expense: Not reported · Firm income: $240,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Taxation/Internal Revenue Code
S.1624, Tax Treatment of Publicly Traded Partnerships: taxation, Internal Revenue Code; HR 2834, Tax Treatment of Carried Interest: taxation, Internal Revenue Code; HR 2746, Consolidated Appropriations Act of 2008: taxation, Internal Revenue Code; HR 4839, Tax Technical Corrections Act of 2007: taxation, Internal Revenue Code.
Client expense: Not reported · Firm income: $240,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2007 · year_end · Retirement
Legislation relating to Retirement Security - H.R. 2683, H.R. 2657, H.R. 2255, H.R. 3361, H.R. 4839, S. 1974, S. 2374
Client expense: Not reported · Firm income: $100,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE