Alternative Minimum Tax Relief Act of 2008

Assistance for the auto industry. H.R. 7005 H.R. 7321 H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, S. 3737

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable giving as it relates to universities and their foundations; (see addendum page) Collegiate Housing and Infrastructure Act of 2009 (CHIA) (H.R. 1547/S.781) Nonprofit Capacity Building, Serve America Act FICA issues employees/students; graduate student tax issues; IRA rollover; tax issues as they relate to research facilities and bonding; R&D Tax credit Tax incentives as it relates to higher education - UBIT - exemptions for higher education related expenses for students Tax incentives for green utilities Comprehensive tax package (H.R. 6049, H.R. 7005, H.R. 7006, H.R. 6983) Tax extenders (S. 3335, H.R. 6049) Mobile Cell Phone Act of 2009 (S. 144/H.R. 690)

Client expense: $110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Assistance for the auto industry. H.R. 7005 H.R. 7321 H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, S. 3737

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable giving as it relates to universities and their foundations; (see addendum page) Collegiate Housing and Infrastructure Act of 2009 (CHIA) (H.R. 1547/S.781) Nonprofit Capacity Building, Serve America Act FICA issues employees/students; graduate student tax issues; IRA rollover; tax issues as they relate to research facilities and bonding; R&D Tax credit Tax incentives as it relates to higher education - UBIT - exemptions for higher education related expenses for students Tax incentives for green utilities Comprehensive tax package (H.R. 6049, H.R. 7005, H.R. 7006, H.R. 6983) Tax extenders (S. 3335, H.R. 6049)

Client expense: $110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Assistance for the auto industry. H.R. 7005 H.R. 7321 H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, S. 3737

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable giving as it relates to universities and their foundations; (see addendum page) Collegiate Housing and Infrastructure Act of 2009 (CHIA) (H.R. 1547/S.781) FICA issues employees/students; graduate student tax issues; IRA rollover; tax issues as they relate to research facilities and bonding; R&D Tax credit Tax incentives as it relates to higher education - UBIT - exemptions for higher education related expenses for students Tax incentives for green utilities Comprehensive tax package (H.R. 6049, H.R. 7005, H.R. 7006, H.R. 6983) Tax extenders (S. 3335, H.R. 6049)

Client expense: $110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: Federal Reserve System, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Assistance for the auto industry. Issues related to: H.R. 7005, H.R. 7321, H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, and S. 3737.

Client expense: Not reported · Firm income: $40,000

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

Assistance for the auto industry. H.R. 7005 H.R. 7321 H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, S. 3737

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Charitable giving as it relates to universities and their foundations; (see addendum page) Collegiate Housing and Infrastructure Act of 2009 (CHIA) (H.R. 1547/S.781) FICA issues employees/students; graduate student tax issues; IRA rollover; tax issues as they relate to research facilities and bonding; R&D Tax credit Tax incentives as it relates to higher education - UBIT - exemptions for higher education related expenses for students Tax incentives for green utilities Comprehensive tax package (H.R. 6049, H.R. 7005, H.R. 7006, H.R. 6983) Tax extenders (S. 3335, H.R. 6049)

Client expense: $110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Troubled Asset Relief Program; Federal guarantee of sale-leaseback transactions for transit industry; Section 18 of H.R. 7005; Alternative Minimum Tax Relief Act.

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

Government targets: Federal Reserve System, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

HR 1606 - A bill to amend Title 49, United States Code, to provide for the establishment of a flexibility incentive grant program. HR 3985 - Over-the-Road Bus Transportation Accesibility Act of 2007 H.R. 5102 - Our Nation's Trade, Infrastructure, Mobility and Efficiency (ON TIME) Act of 2007 HR 6030 - Creating Opportunities to Motivate Mass-Transit Utilization to Encourage Ridership (COMMUTER) Act of 2008 HR 5915 - A bill to amend the Homeland Security Act of 2002 to require motor vehicle operators transporting security sensitive material in commerce to obtain a transportation security card from the Secretary of Homeland Security, and for other purposes. HR 6052 - Saving Energy through Public Transportation Act of 2008 S 3380 - Saving Energy through Public Transportation Act HR 3999 - the National highway Bridge Reconstruction and Inspection Act S 3297 - Advancing America's Priorities Act HR 7321 - Auto Industry Financing and Restructuring Act HR 7005 - Alternative Minimum Tax Relief Act of 2008 (as related to Auto Industry Financing and Restructuring Act) Transit Safety and Security Issues Background and Security Clearances on the Transportation Workforce Cross Border Bus Safety Department of Transportation Nominations National Mediation Board Nominations National Transportation Safety Board Reauthorization Over-the-Road Bus Safety Issues National Transportation Safety Board Nomination

Client expense: $190,000 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Emergency Management Agency (FEMA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Transportation Safety Board (NTSB), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)

HR 7201-Energy Improvement and Extension Act of 2008 A bill to amend the Internal Revenue Code of 1987 to provide incentives for energy production and conservation, and for other purposes. Entire bill. HR 6049-Renewable Energy and Job Creation Act of 2008 A bill to amend the Internal Revenue Code of 1987 to provide incentives for energy production and conservation, and for other purposes. Entire bill. HR 7060-Renewable Energy and Job Creation Act of 2008 A bill to amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, and for other purposes. Entire bill. HR 7005-Alternative Minimum Tax Relief Act of 2008 A bill to amend the Internal Revenue Code of 19876 to provide alternative minimum tax relief for individuals for 2008. Entire bill. HR 7202-Temporary Tax Relief Act of 2008 A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, to provide individual income tax relief, and for other purposes. Entire Bill.

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

To Amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing income Alternative Minimum Tax and Extenders Tax Relief Act of 2008; S 2886, HR 7005

Client expense: $1,560,000 · Firm income: Not reported

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Auto Industry Consumer Credit Proposals; Unemployment Compensation S 3688; Unemployment Compensation S 3715; HR 6867; Auto Industry Financing and Restructuring Act of 2008 HR 7321; Auto provisions of the Alternative Minimum Tax Relief Act of 2008 HR 7005; Economic Stimulus Bill (related to Auto Industry); Auto Industry Emergency Bridge Loan Act S.3715;

Client expense: $1,560,000 · Firm income: Not reported

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

S 3001 fiscal 2009 Defense Authorization HR 7005 Automobile Industry Loan HR 6867 Unemployment Benefits Extension HR 1424 Mortgage-Backed Securities Buyout

Client expense: $43,500 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1606 - A bill to amend Title 49, United States Code, to provide for the establishment of a flexibility incentive grant program. HR 3985 - Over-the-Road Bus Transportation Accesibility Act of 2007 H.R. 5102 - Our Nation's Trade, Infrastructure, Mobility and Efficiency (ON TIME) Act of 2007 HR 6030 - Creating Opportunities to Motivate Mass-Transit Utilization to Encourage Ridership (COMMUTER) Act of 2008 HR 5915 - A bill to amend the Homeland Security Act of 2002 to require motor vehicle operators transporting security sensitive material in commerce to obtain a transportation security card from the Secretary of Homeland Security, and for other purposes. HR 6052 - Saving Energy through Public Transportation Act of 2008 S 3380 - Saving Energy through Public Transportation Act HR 3999 - the National highway Bridge Reconstruction and Inspection Act S 3297 - Advancing America's Priorities Act HR 7321 - Auto Industry Financing and Restructuring Act HR 7005 - Alternative Minimum Tax Relief Act of 2008 (as related to Auto Industry Financing and Restructuring Act) Transit Safety and Security Issues Background and Security Clearances on the Transportation Workforce Cross Border Bus Safety Department of Transportation Nominations National Mediation Board Nominations National Transportation Safety Board Reauthorization Over-the-Road Bus Safety Issues National Transportation Safety Board Nomination

Client expense: $190,000 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Emergency Management Agency (FEMA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Transportation Safety Board (NTSB), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)

H.R. 25 - Fair Tax Act or 2007 Legislation to abolish the Internal Revenue Service and enacting a national sales tax. NSBA supported. H. R. 731 - National Small Business Regulatory Assistance Act of 2007 Bill would require the SBA to establish a program providing regulatory-compliance assistance to small businesses. NSBA supported. H.R. 1023 - Withholding Tax Relief Act of 2007 A bill to repeal a provision designed to increase federal tax revenue by $7 billion over ten years. Repeal the new mandatory three percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supports. H.R. 1112 - Stealth Tax Relief Extension Act of 2007 The legislation increases the exemption from the alternative minimum tax for individual taxpayers in 2007 and extends through 2007 the allowance of certain nonrefundable tax credits against alternative minimum tax liability. NSBA supported. H.R. 1424 - Emergency Economic Stabilization Act of 2008 Bill addressed the expiration of popular tax provisions such as the AMT patch, research and development tax credits and various other credits and deductions designed to encourage renewable energies. NSBA supported. H.R. 1677 Taxpayer Protection Act of 2007 Bill gives IRS the right to deny information to tax preparers and lenders who might be contemplating predatory refund anticipation loans (RALs). It also includes provisions on the earned income tax credit and individual retirement accounts. NSBA supported. H.R. 1873 Small Business Fairness in Contracting Act of 2007 Bill would improve federal procurement opportunities for small businesses. NSBA supported. H.R. 2205 Retirement Security for Life Act To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. NSBA supports retirement options for its employees, but NSBA has remained largely neutral on this proposal. H.R. 2380 - Death Tax Repeal Permanency Act of 2007 To make permanent the repeal of the estate tax after 2010. NSBA supported. H.R. 2419 - Farm, Nutrition, and Bioenergy Act of 2007 Bill includes tax incentives for farms, energy and conservation initiatives. NSBA opposed certain revenue-offsets in the bill. H.R. 2727 Small Business SOX Compliance Extension Act It would extend the current exemption by at least one year for small businesses to comply with the Sarbanes-Oxley internal controls reporting requirements. NSBA supported. H.R. 3163 - The Healthy Americans Act Broad health care reform that includes an individual mandate, creation of state Health Help Agencies, subsidies for low-income individuals and changes tax-treatment of health care and health insurance expenditures. NSBA supported sections of the bill. H.R. 3170 Capital Gains and Estate Tax Relief Act of 2007 The bill permanently reduces the capital gains tax to 15 percent and the estate tax exemption will be $3.5 million in 2009 and will increase $250,000 per year until it reaches $5 million 2015. NSBA supported. H.R. 3221 - New Direction for Energy Independence, National Security, and Consumer Protection Act The bill provides economic aid to the housing industry and amend the Internal Revenue Code of 1986 to provide tax incentives for the production of renewable energy and energy conservation. NSBA opposed certain revenue-offsets in the bill. H.R. 3548 - Plain Language in Government Communications Act of 2007 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. H.R. 3567 - The Small Business Investment Expansion Act of 2007 Bill would expand the ability of venture capital-owned businesses to participate in small-business programs. NSBA opposed. H.R. 3660 - Equity for Our Nations Self-Employed Act of 2007 Would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supported. H.R. 4008 - Credit and Debit Card Receipt Clarification Act of 2007 Bill provides technical corrections to the definition of willful noncompliance in regard to unintentional violations of the Fair Credit Reporting Act. NSBA supported. H.R. 4458 - The Small Business Regulatory Improvement Act Bill seeks to improve the Regulatory Flexibility Act and reduce the regulatory burden borne by Americas small businesses. NSBA supported. H.R. 5140 - Economic Stimulus Act of 2008 Bill provides economic stimulus through recovery rebates to individuals, incentives for business investment, and an increase in conforming and FHA loan limits. NSBA supported. H.R. 5244 - The Credit Cardholders Bill of Rights Bill would prohibit or reform various credit-card practices. NSBA supported. H.R. 5351 - Renewable Energy and Energy Conservation Tax Act Bill would extend a range of renewable energy tax incentives NSBA supported. H.R. 5719 - Taxpayer Assistance and Simplification Act of 2008 Bill amends the Internal Revenue Code of 1986 to conform return preparer penalty standards, delay implementation of withholding taxes on government contractors, enhance taxpayer protections, and assist low-income taxpayers. NSBA supported certain provisions of the measure. H.R. 5819 SBIR STTR Reauthorization Act Bill would reauthorize the Small Business Innovation Research (SBIR) program. NSBA supported. H.R. 6049 - Renewable Energy and Job Creation Act of 2008 Bill amends the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, extend certain expiring tax provisions, and provide individual income tax relief. NSBA supported. H.R. 6210 - Small Business Health Options Program Act of 2008 Amends the Public Health Service Act to establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make coverage more affordable, predictable, and accessible. NSBA supported certain sections of the bill. H.R. 6214 - Home Office Deduction Standardization Act of 2008 It amends the Internal Revenue Code to allow a taxpayer who uses a residence to conduct a trade or business a standard tax deduction equal to the lesser of $1,500 or the taxpayer's gross trade or business income derived from the business use of such residence. NSBA supported. H.R. 6275 - Alternative Minimum Tax Relief Act of 2008 Bill provides individuals temporary relief from the alternative minimum tax. NSBA supported bill, but opposed offsets. H.R. 6499 Sensible Tax Act of 2008 Beginning in 2009, the legislation would permanently exclude the first $2 million ($4 million for a couple) of an estates value from being subject to any tax and subsequently be adjusted for inflation. The measure would ensure that the surviving spouse is entitled to the $2 million to which the deceased spouse was entitled. NSBA supported. H.R. 6582 - Small Business CHOICE Act of 2008 To encourage the development of small business cooperatives for healthcare options to improve coverage for employees (CHOICE) including through a small business CHOICE tax credit. NSBA supports elements of this legislation to the extent it addresses rising health care cost and insurance availability for small business owners. However, NSBA maintains reservations about the use of cooperatives to achieve this. H.R. 6601 Small Business Tax Modernization Act of 2008 Bill creates a standard home office deduction, removes cell phones from listed property, allows nonresident aliens to be S corporation shareholders, increases the deduction for business meals and entertainment for qualified small businesses, and reduces the recovery period for depreciation of heating, ventilation, air conditioning, and refrigeration (HVACR) equipment. NSBA supported. H.R. 6633 - Employee Verification Amendment Act of 2008 To evaluate and extend the basic pilot program for employment eligibility confirmation and to ensure the protection of Social Security beneficiaries. NSBA supports the employment of legal employees, but remains cautious of mandating a system such as E-verify on small businesses owners due to burdensome administrative task, unwarranted penalties and historical technical errors with the E-verify system. H.R. 6983 - Paul Wellstone Mental Health and Addiction Equity Act of 2008 Would require health plans that offer mental health benefits to cover the same mental health and addiction disorders that are included in the Federal Employee Health Benefits Program (FEHBP). NSBA opposed. H.R. 7005 Alternative Minimum Tax Relief Act of 2008 Bill would amend the Internal Revenue Code of 1986 to provide alternative minimum tax relief for individuals for 2008. NSBA supported. H.R. 7006 Disaster Tax Relief Act of 2008 Provides relief to taxpayers affected by Federally-declared disasters nationwide. NSBA supported the tax relief provisions. H.R. 7060 - Renewable Energy and Job Creation Tax Act of 2008 Bill includes an extension of individual and business tax provisions and energy tax incentives. NSBA supported. H.R. 7074 Home Office Tax Deduction Simplification Act Bill brings clarity to the process of claiming the tax deduction for a home office and directs the Secretary of Treasury to establish an optional standard deduction. NSBA supported. S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 The measure repeals the alternative minimum tax on individuals. NSBA supported. S. 102 A bill to extend and expand relief from the alternative minimum tax and to repeal the extension of the lower rates for capital gains and dividends for 2009 and 2010. The legislation increases the exemption from the alternative minimum tax for individual taxpayers in 2007 and extends through 2007 the allowance of certain nonrefundable tax credits against alternative minimum tax liability. NSBA supported. S. 334 The Healthy Americans Act Broad health care reform that includes an individual mandate, creation of state Health Help Agencies, subsidies for low-income individuals and changes tax-treatment of health care and health insurance expenditures. NSBA supported sections of the bill S.558 Mental Health Parity Act of 2007 Legislation would require insurance companies to offer the same level of financial coverage for mental health care as they do for other medical care. NSBA opposed S. 777 Withholding Tax Relief Act of 2007 A bill to repeal a provision designed to increase federal tax revenue by $7 billion over ten years. Repeal the new mandatory 3 percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supports. S. 1010 Retirement Security for Life Act To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. NSBA supports retirement options for its employees, but NSBA has remained largely neutral on this proposal. S. 1395 - Stop Unfair Practices in Credit Cards Act Bill would prohibit or reform various credit-card practices. NSBA supported. S. 1681 Family Medical Leave Insurance Act Legislation to create a fund that would provide up to eight weeks of paid family leave. Mandates employees and employers to fund the plan through payroll taxes. NSBA opposed. S. 1783 - Ten Steps to Transform Health Care in America Act A bill to provide 10 steps to transform health care in America. NSBA supports this legislation to the extent it offers a comprehensive perspective to reforming the health care system to make insurance more affordable for small business owners. However, NSBA opposes the across state line pooling which is included in this proposal. S. 1932 Bill would increase the expenditures for the Small Business Innovation Research and Small Business Technology Transfer programs. NSBA supported. S. 2291- Plain Language in Government Communications Act of 2007 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. S. 2239 - Equity for Our Nation's Self-Employed Act of 2007 Would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supports. S. 2394 - Good Government Contractor Act of 2007 Bill would amend the Internal Revenue Code of 1986 to simplify, modernize, and improve public notice of and access to tax lien information by providing for a national, Internet accessible, filing system for Federal tax liens, and would also repeal the three percent withholding requirement. NSBA supports sections of this bill. S. 2612 - The Small Business Lending Stimulus Act of 2008, Bill would authorize additional funding for SBA lending program and cut borrowing and lending fees. NSBA supported. S. 2636 - Foreclosure Prevention Act of 2008 Bill provides housing reform and includes and extension of the net operating loss carryback rules to allow some money-losing businesses to get refunds of taxes paid during profitable years. NSBA supported. S. 2795 Small Business Health Options Program Act of 2008 Amends the Public Health Service Act to establish a nationwide health insurance purchasing pool for small businesses and the self-employed that would offer a choice of private health plans and make coverage more affordable, predictable, and accessible. NSBA supported certain sections of the bill. S. 2886 - Alternative Minimum Tax and Extenders Tax Relief Act of 2008 Bill amends the Internal Revenue Code to extend expiring provisions relating to the alternative minimum tax, individual and business taxpayers, energy conservation, and tax administration. NSBA supported. S. 2902 SBA Reauthorization and Improvements Act of 2008 Bill would reauthorize various parts of the Small Business Administration. NSBA supported. S. 3371 Home Office Deduction Simplification and Improvement Act of 2008 Bill brings clarity to the process of claiming the tax deduction for a home office and directs the Secretary of Treasury to establish an optional standard deduction. NSBA supported. S. 3406 ADA Amendments Act A bill to restore the intent and protections of the Americans with Disabilities Act of 1990. NSBA supports the intent of the ADA, but raised concerns over the potential for additional burdensome regulations being put on small businesses. S. 3408 Comparative Effectiveness Research Act of 2008 A bill to amend title XI of the Social Security Act to provide for the conduct of comparative effectiveness research and to amend the Internal Revenue Code of 1986 to establish a Comparative Effectiveness Research Trust Fund, and for other purposes. NSBA supports this legislation as a cornerstone to the framework of value-based purchasing and price transparency to consumer of health care services. S. 3554 - Affordable Coverage for Small Employers Act of 2008 A bill to provide employees of small employers with access to quality, affordable health insurance coverage. NSBA supports this legislation to the extent it offers a comprehensive low-income subsidies and tax incentive available to make insurance more affordable for small business owners. S. 3406 ADA Amendments Act A bill to restore the intent and protections of the Americans with Disabilities Act of 1990. NSBA supports the intent of the ADA, but raised concerns over the potential for additional burdensome regulations being put on small businesses. S. 3682 - Small Business Energy Innovation Act Bill would authorize grants and loan guarantees to small businesses developing and manufacturing energy-efficient technologies. NSBA supported.

Client expense: $90,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of

H.R. 7005, Alternative Minimum Tax Relief Act of 2008, provisions related to auto bailout. H.R. 7321, Auto Industry Financing and Restructuring Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 5720, Housing Assistance Tax Act; HR 3221, Senate Housing Bill; HR 4881, Contracting and Tax Accountability Act; HR 2419/S 2302, Farm bill - Tax Title; HR 5719 - One-year delay 3%; HR 1023/S 777, Repeal of 3%; HR 2380, Death Tax Permanency; HR 5140 - Recovery Rebate; S Corp Modernization; Independent Contractor & Employee Clarification; HR 3970 - Repeal AMT & reform corporate income tax; Highway Trust Fund Solvency; HR 1424 - Emergency Economic Stabilization Act; Gas Tax Suspension; HR 6275 - The Alternative Minimum Tax Relief Act; HR 6049 - The Energy & Tax Extenders Act; S. 3125 - Energy Independendence and Tax Relief Act; S 2886 - The AMT & Extenders Tax Relief Act. HR 7060 - Renewable Energy & Job Creation Tax Act HR 7005 - Alternative Minimum Tax Relief Act HR 6899 - Comprehensive American Energy Security & Consumer Protection Act HR 3221 - Foreclosure Prevention Act S 3335 - Jobs, Energy, Family & Disaster Relief Act HR 3997/HR1424 - Emergency Economic Stabilization Act - to provide authority for the federal government to purchase and insure certain types of troubled assets for the purposes of providing stability to and preventing disruption in the US economy

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

Government targets: Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Agency for International Development (USAID), White House Office

H.R. 321, to require the secretary of treasury to analyze and report on the exchange rate policies of the People's Republic of China. H.R. 2380, to make the repeal of the estate tax permanent. S. 34, to promote simplification and fairness in the administration and collection of sales and use taxes. S. 502, to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends. S. 1273, to amend the Code to allow permanent look-through treatment of payments between related foreign corporations. S. 1453, to extend the moratorium on taxes on Internet access and multiple and discriminatory taxes on electronic commerce. H.R. 3735, to amend the Internal Revenue Code of 1986 to extend the look-through treatment of payments between related controlled foreign corporations. H.R. 5105, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R. 5109, to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. H.R. 5126, to amend the Internal Revenue Code of 1986 to reduce individual income taxes by creating a new 5 percent rate of tax and to increase section 179 expensing for small businesses. H.R. 5140, to provide economic stimulus through recovery rebates to individuals, incentives for business investment, and an increase in conforming and Federal Housing Administration loan limits. H.R. 5142, to amend the Internal Revenue Code of 1986 to provide an economic stimulus for individuals. H.R. 5908, to amend the Internal Revenue Code of 1986 to provide a permanent zero percent capital gains rate for individuals and corporations. H.R. 6049, the Energy and Tax Extenders Act of 2008. H.R. 6275, to amend the Internal Revenue Code of 1986 to provide individuals temporary relief from the alternative minimum tax, and for other purposes. H.R. 7005, to amend the Internal Revenue Code of 1986 to provide alternative minimum tax relief for individuals for 2008. H.R. 7060, to amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief, and for other purposes. S. 2547, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S. 2592, to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth; to Finance. S. 2856, to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. S. 3049, to amend the Internal Revenue Code of 1986 to make the capital gains and dividends rate permanent and to provide estate tax relief and reform, and for other purposes. S. 3098, to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. S. 3162, to amend the Internal Revenue Code of 1986 to provide relief to improve the competitiveness of U.S. corporations and small businesses, to eliminate tax incentives to move jobs and profits overseas, and for other purposes. S. 3670, To regulate certain State and local taxation of electronic commerce, and for other purposes.

Client expense: $110,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 321, to require the secretary of treasury to analyze and report on the exchange rate policies of the People's Republic of China. H.R. 2380, to make the repeal of the estate tax permanent. S. 34, to promote simplification and fairness in the administration and collection of sales and use taxes. S. 502, to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends. S. 1273, to amend the Code to allow permanent look-through treatment of payments between related foreign corporations. S. 1453, to extend the moratorium on taxes on Internet access and multiple and discriminatory taxes on electronic commerce. H.R. 3735, to amend the Internal Revenue Code of 1986 to extend the look-through treatment of payments between related controlled foreign corporations. H.R. 5105, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R. 5109, to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. H.R. 5126, to amend the Internal Revenue Code of 1986 to reduce individual income taxes by creating a new 5 percent rate of tax and to increase section 179 expensing for small businesses. H.R. 5140, to provide economic stimulus through recovery rebates to individuals, incentives for business investment, and an increase in conforming and Federal Housing Administration loan limits. H.R. 5142, to amend the Internal Revenue Code of 1986 to provide an economic stimulus for individuals. H.R. 5908, to amend the Internal Revenue Code of 1986 to provide a permanent zero percent capital gains rate for individuals and corporations. H.R. 6049, the Energy and Tax Extenders Act of 2008. H.R. 6275, to amend the Internal Revenue Code of 1986 to provide individuals temporary relief from the alternative minimum tax, and for other purposes. H.R. 7005, to amend the Internal Revenue Code of 1986 to provide alternative minimum tax relief for individuals for 2008. H.R. 7060, to amend the Internal Revenue Code of 1986 to provide incentives for energy production and conservation, to extend certain expiring provisions, to provide individual income tax relief, and for other purposes. S. 2547, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. S. 2592, to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth; to Finance. S. 2856, to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. S. 3049, to amend the Internal Revenue Code of 1986 to make the capital gains and dividends rate permanent and to provide estate tax relief and reform, and for other purposes. S. 3098, to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. S. 3162, to amend the Internal Revenue Code of 1986 to provide relief to improve the competitiveness of U.S. corporations and small businesses, to eliminate tax incentives to move jobs and profits overseas, and for other purposes. S. 3670, To regulate certain State and local taxation of electronic commerce, and for other purposes.

Client expense: $110,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1424 Emergency Economic Stabilization Act of 2008 the bill contained the economic stabilization act, the Alternative Minimum Tax one-year patch, and the business tax extenders bill NFIB supportive H.R. 3997 Emergency Economic Stabilization Act of 2008 the bill contains protections for community banks H.R. 7005 Alternative Minimum Tax Relief Act of 2008-supportive of AMT patch H.R. 7327- Worker, Retiree, and Employer Recovery Act of 2008 supportive of funding relief for defined benefit plans during difficult economic times.

Client expense: $902,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Executive Office of the President (EOP), Federal Communications Commission (FCC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Postal Service (USPS)

H.R. 878 Simplification Through Additional Reporting Tax Act of 2007; entire bill H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies; entire bill H.R. 2419 Food and Energy Security Act of 2007; provisions relating to basis reporting H.R. 2796 Generate Retirement Ownership Through Long-Term Holding Act of 2007, entire bill H.R. 3221 - American Housing Rescue and Foreclosure Prevention Act of 2008; provisions relating to tax H.R. 3501 - To amend the Internal Revenue Code of 1986 relating to application of UBIT rules to U.S.-based investments; entire bill H.R. 3970 - Tax Reduction and Reform Act of 2007; provisions relating to individual and corporate rates and dividends received deduction H.R. 4912 - To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts; provisions relating to exchange traded notes H.R. 5267 - Business Activity Tax Simplification Act of 2008; entire bill H.R. 5719 - Taxpayer Assistance and Simplification Act of 2008; provisions relating to HSA compliance requirements H.R. 5720 - Housing Assistance Tax Act of 2008; provisions relating to individual tax benefits and basis reporting H.R. 6049 - The Energy and Tax Extenders Act of 2008; provisions relating to R&D, small business, and IRA charitable rollovers . H.R. 6110 - Roadmap for America's Future Act; entire bill H.R. 6288 Retiree Health Account Act; entire bill H.R. 7005 The Alternative Minimum Tax Relief Act of 2008; entire bill H.R. 7006 The Disaster Tax Relief Act of 2008; provisions relating to withdrawals from savings vehicles H.R. 7060 - Renewable Energy and Job Creation Tax Act of 2008; provisions relating to basis reporting, IRA charitable rollovers, small business, R&D H.R. 7202 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, to provide individual income tax relief, and for other purposes; entire bill S. 601 - Simplification Through Additional Reporting Tax Act of 2007; entire bill S. 636 Reduce Wasteful Tax Forms Act of 2007; entire bill S. 1593 - Defenders of Freedom Tax Relief Act; provisions relating to savings S. 1726 The Business Activity Tax Simplification Act; entire bill S. 2126 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007; entire bill S. 2242 - Heartland, Habitat, Harvest, and Horticulture Act of 2007; tax title provision on basis reporting S. 3335 Jobs, Energy, Families and Disaster Relief Act of 2008; provisions relating to basis reporting, IRA charitable rollovers, small business, AMT, R&D, and withdrawals from savings vehicles for disaster relief S. 2886 - The Alternative Minimum Tax and Extenders Tax Relief Act; provisions relating to R&D, small business, and IRA charitable rollovers S. 2933 - Incentives for Older Workers Act; provisions relating to employer-based programs

Client expense: $160,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advanced Vehicle Technology Tax Incentives (H.R.6 - Baucus Senate Amendment S.1704, H.R.2505, H.R.2776, S.1617) Corporate Alternative Minimum Tax and other related proposals, including H.R.7005 Economic Stimulus (H.R.5140, S.2636, S.2572) Emergency Economic Stabilization Act of 2008 (H.R.1424) Research & Development Tax Credit (H.R.2138, S.41, S.2209) Tax Extenders (H.R.6049, H.R.7060, S.3335, S.3098) Tax Treaties

Client expense: $3,320,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Highway Administration (FHA), Federal Reserve System, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Natl Security Council (NSC), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of Thrift Supervision (OTS), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

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

Client expense: $540,000 · Firm income: Not reported

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

HR 5267 -Business Activity Tax Simplification Act of 2008, all provisions HR 7300 (related to Treasury Notice 2008-83 granting tax breaks to entities acquiring banks), all provisions S 3629 -to rescind Treasury Notice 2008-83, entire bill HR 7005, HR 7321 -Auto Industry Assistance HR 7008, HR 6049, HR 1424 -Alternative Minimum Tax HR 5321, S 6604, HR 6899, S 3268 - Energy Tax bills HR 6049, S 3335, HR 7060 -Tax Break extension HR 7327 -Pension Technical Corrections Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 2819, S 3604, HR 5268, HR 7110 -Economic Stimulus Job Creation and Economic Relief Act, Aid to the States, FMAP/ Medicaid, investment provisions for state aid, public housing and other public services, S 3689 -Economic Recovery Act of 2008 Economic Stimulus bill -child support enforcement restoration, Medicaid/FMAP, Social Services Block Grant HR 6770 -State and Local Economic Stimulus Act HR 1424 -Emergency Economic Stabilization Act S 803, HR 1386 -child support enforcement restoration HR 7321, HR 7005 -Auto Industry Loan Assistance HR 17, S 380 -Secure Rural Schools Act Financial Institutions Rescue

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1606 - A bill to amend Title 49, United States Code, to provide for the establishment of a flexibility incentive grant program. HR 3985 - Over-the-Road Bus Transportation Accessibility Act of 2007 H.R. 5102 - Our Nation's Trade, Infrastructure, Mobility and Efficiency (ON TIME) Act of 2007 HR 6030 - Creating Opportunities to Motivate Mass-Transit Utilization to Encourage Ridership (COMMUTER) Act Of 2008 HR 5915 - A bill to amend the Homeland Security Act of 2002 to require motor vehicle operators transporting security sensitive material in commerce to obtain a transportation security card from the Secretary of Homeland Security, and for other purposes. HR 6052- Saving Energy Through Public Transportation Act of 2008 S. 3380 - Saving Energy through Public Transportation Act HR 3999 - the National Highway Bridge Reconstruction and Inspection Act S 3297 Advancing America's Priorities Act HR 7321- Auto Industry Financing and Restructuring Act HR 7005 - Alternative Minimum Tax Relief Act of 2008 (as related to Auto Industry Financing and Restructuring Act) Transit Safety and Security Issues Background and Security Clearances on the Transportation Workforce Cross Border Bus Safety Department of Transportation Nominations National Transportation Safety Board Nominations National Mediation Board Nominations National Transportation Safety Board Reauthorization Over-the-Road Bus Safety Issues

Client expense: $160,000 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Emergency Management Agency (FEMA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Transportation Safety Board (NTSB), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)

Assistance for the auto industry. Issues related to: H.R. 7005, H.R. 7321, H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, and S. 3737.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Assistance for the auto industry. H.R. 7005 H.R. 7321 H.R. 7297, H.R. 7298, H.R. 7303, S. 3688, S. 3715, S. 3737

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 6049 - Energy and Tax Extenders Act of 2008 (Senate - passed) H.R. 7005 - Alternative Minimum Tax Relief Act of 2008 (AMT patch in House) H.R. 7201 - Energy Improvement and Extension Act of 2008 (Renewable energy and other expiring tax provisions) H.R. 7202 - Temporary Tax Relief Act of 2008 (Renewable energy and other expiring tax provisions) H.R. 1424 - Emergency Economic Stabilization Act of 2008 Stimulus Proposals for the 111th Congress

Client expense: $1,230,000 · Firm income: Not reported

Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE

Catastrophe Savings Accounts: S. 927 - Catastrophe Savings Accounts Act of 2007 H.R 1787 - Catastrophe Savings Accounts Act of 2007 Health Insurance Tax Deductions for Small Businesses: H.R. 3660 - Equity for Our Nation's Self Employed Act of 2007 S. 2339 - Equity for Our Nation's Self Employed Act of 2007 H.R. 914 - Tax Equity & Affordability Act of 2007 Alternative Minimum Tax: H.R. 1366/S. 55 - Individual Alternative Minimum Tax Repeal Act of 2007 H.R. 6275 - Alternative Minimum Tax Relief Act of 2008 H.R. 7005 - Alternative Minimum Tax Relief Act of 2008 Small Business Tax Deductions: H.R. 976 - Small Business Tax Relief Act of 2007 Tax Treatment of Passive Income from Partnerships: 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. S. 1624 / 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. Tax Treatment of Environmental Remediation Costs: H.R. 1753 - To amend the Internal Revenue Code of 1986 to make the expensing of environmental remediation costs permanent law and to repeal the recapture of such expenses under section 1245 of such Code. Taxation of Property Depreciation: H.R. 2014 - Leasehold Improvement Depreciation Act of 2007 Homeownership Tax Credits: S. 2566 - A bill to amend the Internal Revenue Code of 1986 to provide a Federal income tax credit for certain home purchases. Energy Tax Credits: H.R. 5351 - Renewable Energy and Energy Conservation Tax Act of 2008 H.R. 6049 - Energy and Tax Extenders Act of 2008

Client expense: $6,520,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), 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), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA), White House Office

H.R.6275, Alternative Minimum Tax Relief Act of 2008 FY 2009 Administration Budget H.R.7005, Alternative Minimum Tax Relief Act of 2008

Client expense: Not reported · Firm income: $30,000

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office

Charitable giving as it relates to universities and their foundations; (see addendum page) FICA issues employees/students; graduate student tax issues; IRA rollover; tax issues as they relate to research facilities and bonding; R&D Tax credit Tax incentives as it relates to higher education - UBIT - exemptions for higher education related expenses for students Tax incentives for green utilities Tax issues related to cell phone use Comprehensive tax package (H.R. 6049, H.R. 7005, H.R. 7006, H.R. 6983) Tax extenders (S. 3335, H.R. 6049)

Client expense: $110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)