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Let Wall Street Pay for Wall Street's Bailout Act of 2009
Legislative Progress
Introduced
February 13, 2009
Latest Action
February 13, 2009
Primary Sponsor
Peter A. DeFazioDemocratic(OR)
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 6,490 other HR bills in the 111th — cohort avg 44d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (17)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2010 · second_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
Client expense: $1,090,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
Client expense: $1,090,000 · Firm income: Not reported
2010 · first_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act of 2009 S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R.4213 American Workers, State, and Business Relief Act of 2010 H.R. 2847 Hiring Incentives to Restore Employment Act
Client expense: $1,070,000 · Firm income: Not reported
2010 · fourth_quarter · Commodities (big ticket)
H.R. 977, "Derivatives Markets Transparency and Accountability Act of 2009" S. 477, "Prevent Excessive Speculation Act" H.R. 1666, "Safe Markets Development Act of 2009" S. 3217, Restoring American Financial Stability Act of 2010" S. 961, "The Authorizing the Regulation of Swaps Act" S. 1225, "Energy Market Manipulation Prevention Act" H.R. 2869, "Energy Market Manipulation Prevention Act" S. 664, "Financial System Stabilization and Reform Act of 2009" H.R. 1754, "Financial System Stabilization and Reform Act of 2009" S. 272, "Derivatives Trading Integrity Act of 2009" H.R. 2448, "Prevent Unfair Manipulation of Prices Act of 2009" S. 1399, "Carbon Market Oversight Act of 2009" H.R. 3300, "Derivatives Trading Accountability and Disclosure Act of 2009" S. 1682, "Derivatives Market Manipulation Prevention Act of 2009" S. 1691, "Comprehensive Derivatives Regulation Act of 2009" HR 3795, "Over-the-Counter Derivatives Act of 2009" U.S. Treasury Department's "Over-the-Counter Derivatives Markets Act of 2009" H.R. 4173, "Wall Street Reform and Consumer Protection Act of 2009" Sen. Chris Dodd's discussion draft of the "Restoring American Financial Stability Act of 2009" HR 3153, "Transparent Markets Act of 2009" HR 1068, "Let Wall Street Pay for Wall Street's Bailout Act of 2009" HR 3996, "Financial Stability Improvement Act" "Energy Market Transparency Act of 2009" discussion draft Wall Street Transparency and Accountability Act of 2010, Dodd-Lincoln Substitute Amendment to S. 3217 "Dodd- Frank Wall Street Reform and Consumer Protection Act of 2010 Conference Report"
Client expense: $150,000 · Firm income: Not reported
2010 · fourth_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act S. 3816 Creating American Jobs and Ending Offshoring Act H.R. 4853 Tax Relief, Unemployments Insurance Reauthorization, and Job Creation Act of 2010 H.R. 6467 Middle Class Tax Relief Act of 2010
Client expense: $670,000 · Firm income: Not reported
| Democratic |
| OR |
| Donna F. Edwards | Democratic | MD |
| Fortney Pete Stark | Democratic | CA |
| Louise McIntosh Slaughter | Democratic | NY |
| Lynn C. Woolsey | Democratic | CA |
| Marcy Kaptur | Democratic | OH |
| Michael E. Capuano | Democratic | MA |
| Michael H. Michaud | Democratic | ME |
| Peter Welch | Democratic | VT |
| Rosa L. DeLauro | Democratic | CT |
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Government targets: Commodity Futures Trading Commission (CFTC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · fourth_quarter · Taxation/Internal Revenue Code
H.R.1068, To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to Recoup the net cost of the Troubled Asset Relief Program. Proposals to change section 1256(a)(3) of the Internal Revenue Code
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Taxation/Internal Revenue Code
HR 1984/1988/289/4146; S.401: 401(k) Fair Disclosure for Retirement Security Act of 2009 HR 4213/S 1934/S 3191/S 3333: Investing in American Jobs and Closing Tax Loopholes Act of 2010; Title II, subsections A, C, D (expiring tax provisions) HR 2897: Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 1083: Simplification Act; PL 111-166 HR 989/S. 829: Eagle Employers Act HR 3933/S. 1934: Foreign Account Tax Compliance Act HR 2460/S. 1152: Healthy Families Act HR 1987/1508/S. 803: Healthy Workforce HR 5328: International Tax Cmpetitiveness Act of 2010 HR 1068: Let Wall Street Pay for Wall Street's Bailout Act of 2009 HR 5297: Small Business Jobs and Credit Act of 2010; P.L. 111-499 HR 2098: Corporations Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 422: Extend R&D tax credit to through 2010, increase & make permanent alternative simplified credit (R&D Tax credit) HR 1542: TARP Bonus Tax HR 1944/HR 2089: Subpart F Extension HR 2158/HR 3530/S. 929: Nonroad Alternative Powered Equipment Tax Credits HR 3135: To amend the Internal Revenue Code of 1986 to provide additional incentives for facilities producing electricity from wind HR 3136/S. 2899: To extend the program to provide grants for specified energy property in lieu of tax credits HR 275/S. 392: Repeal of 3% witholding on certain payments to vendors by government entities S. 2927: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. HR 3404/3548, S. 1647: Worker, Homeownership, and Business Assistance Act of 2009; P.L. 111-92 HR 1274: Working Families Flexibility Act HR 5297: Small Business Jobs & Credit Act of 2010; P.L. 111-499 HR 5982: Small Business Tax Relief Act of 2010 HR 1586/S. 1451: FAA Air Transportation Modernization and Safety Improvement Act; Amendment 4567 (treatment of foreign tax); P.L. 111-226 HR 4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 111-312
Client expense: $460,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Guard, SENATE
2010 · fourth_quarter · Financial Institutions/Investments/Securities
Hedge fund legislation, H.R. 4173 (Dodd-Franken) regulation. Hedge fund regulation. Commodity Speculation Legislation including H.R. 977, H.R. 1068, S. 664, S. 447, S.272, and S. 3739. H.R. 2454, derivatives and OTC trading provisions. H.R. 3795 and Dodd discussion draft
Client expense: Not reported · Firm income: $70,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009". and HR 4191 "Let Wall Street Pay for the Restoration of Main Street". Taxation of options market makers. Proposals to change 1255 (a) (3) of the Internal Revenue Code.
Client expense: $180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009". and HR 4191 "Let Wall Street Pay for the Restoration of Main Street". Taxation of options market makers. Proposals to change 1255 (a) (3) of the Internal Revenue Code.
Client expense: $180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · fourth_quarter · Science/Technology
Economic Recovery Package H.R. 1, S. 1 FY 2010 Appropriations (H.R. 3288) Funding for scientific research/science agencies FY 2010 CJS appropriations (Coburn Amendment) S. 3936 - National Competitiveness Act S. 761 America Competes H.R. 1453 Scientific Communications Act H.R. 363 - Sowing the Seeds thru Science & Engr HR. 362; H.R. 2727 - Competivenss Science/Math H.R. 1068 Interagency Coordination - High Performance Computing H.R. 1867 NSF Reauthorization; ACI; STEM Research funding for TB/HIV Research Public access and research published in scholarly journals (S. 1373) America Competes Act (H.R. 5116) Commercialization of University-based research
Client expense: $88,684 · 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)
2010 · third_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 4213 American Jobs and Closing Tax Loopholes Act H.R. 2847 Hiring Incentives to Restore Employment Act H.R. 1586 FAA Air Transportation Modernization and Safety Improvement Act H.R. 5297 Small Business Jobs and Credit Act S. 3816 Creating American Jobs and Ending Offshoring Act
Client expense: $890,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Commodities (big ticket)
H.R. 977, "Derivatives Markets Transparency and Accountability Act of 2009" S. 477, "Prevent Excessive Speculation Act" H.R. 1666, "Safe Markets Development Act of 2009" S. 3217, Restoring American Financial Stability Act of 2010" S. 961, "The Authorizing the Regulation of Swaps Act" S. 1225, "Energy Market Manipulation Prevention Act" H.R. 2869, "Energy Market Manipulation Prevention Act" S. 664, "Financial System Stabilization and Reform Act of 2009" H.R. 1754, "Financial System Stabilization and Reform Act of 2009" S. 272, "Derivatives Trading Integrity Act of 2009" H.R. 2448, "Prevent Unfair Manipulation of Prices Act of 2009" S. 1399, "Carbon Market Oversight Act of 2009" H.R. 3300, "Derivatives Trading Accountability and Disclosure Act of 2009" S. 1682, "Derivatives Market Manipulation Prevention Act of 2009" S. 1691, "Comprehensive Derivatives Regulation Act of 2009" HR 3795, "Over-the-Counter Derivatives Act of 2009" U.S. Treasury Department's "Over-the-Counter Derivatives Markets Act of 2009" H.R. 4173, "Wall Street Reform and Consumer Protection Act of 2009" Sen. Chris Dodd's discussion draft of the "Restoring American Financial Stability Act of 2009" HR 3153, "Transparent Markets Act of 2009" HR 1068, "Let Wall Street Pay for Wall Street's Bailout Act of 2009" HR 3996, "Financial Stability Improvement Act" "Energy Market Transparency Act of 2009" discussion draft Wall Street Transparency and Accountability Act of 2010, Dodd-Lincoln Substitute Amendment to S. 3217 "Dodd- Frank Wall Street Reform and Consumer Protection Act of 2010 Conference Report"
Client expense: $180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
HR 1984/1988/289/4146; S.401: 401(k) Fair Disclosure for Retirement Security Act of 2009 HR 4213/S 1934/S 3191/S 3333: Investing in American Jobs and Closing Tax Loopholes Act of 2010; Title II, subsections A, C, D (expiring tax provisions) HR 2897: Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 1083: Simplification Act; PL 111-166 HR 989/S. 829: Eagle Employers Act HR 3933/S. 1934: Foreign Account Tax Compliance Act HR 2460/S. 1152: Healthy Families Act HR 1987/1508/S. 803: Healthy Workforce HR 5328: International Tax Cmpetitiveness Act of 2010 HR 1068: Let Wall Street Pay for Wall Street's Bailout Act of 2009 HR 5297: Small Business Jobs and Credit Act of 2010; P.L. 111-499 HR 2098: Corporations Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 422: Extend R&D tax credit to through 2010, increase & make permanent alternative simplified credit (R&D Tax credit) HR 1542: TARP Bonus Tax HR 1944/HR 2089: Subpart F Extension HR 2158/HR 3530/S. 929: Nonroad Alternative Powered Equipment Tax Credits HR 3135: To amend the Internal Revenue Code of 1986 to provide additional incentives for facilities producing electricity from wind HR 3136/S. 2899: To extend the program to provide grants for specified energy property in lieu of tax credits HR 275/S. 392: Repeal of 3% witholding on certain payments to vendors by government entities S. 2927: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. HR 3404/3548, S. 1647: Worker, Homeownership, and Business Assistance Act of 2009; P.L. 111-92 HR 1274: Working Families Flexibility Act HR 5297: Small Business Jobs & Credit Act of 2010; P.L. 111-499 HR 5982: Small Business Tax Relief Act of 2010 HR 1586/S. 1451: FAA Air Transportation Modernization and Safety Improvement Act; Amendment 4567 (treatment of foreign tax); P.L. 111-226
Client expense: $350,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Guard, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
H.R.1068, To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program. Proposals to change section 1256(a)(3) of the Internal Revenue Code
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Financial Institutions/Investments/Securities
Hedge fund legislation, H.R. 4173 (Dodd-Franken) regulation. Hedge fund regulation. Commodity Speculation Legislation including H.R. 977, H.R. 1068, S. 664, S. 447, S.272, and S. 3739. H.R. 2454, derivatives and OTC trading provisions. H.R. 3795 and Dodd discussion draft
Client expense: Not reported · Firm income: $70,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009". and HR 4191 "Let Wall Street Pay for the Restoration of Main Street". Taxation of options market makers. Proposals to change 1255 (a) (3) of the Internal Revenue Code.
Client expense: $175,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009," and HR 4191, the "Let Wall Street Pay for the Restoration of Main Street Act of 2009." Taxation of options market makers.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · third_quarter · Taxation/Internal Revenue Code
Cascading taxes for foreign-owned insurers: Advocate against measure in Congress and from the Obama Administration that would lead to imposition of an excise tax twice when insurance for reinsurance is placed from the U.S. to a foreign company and then when the foreign company reinsures the U.S. risk. The IRS issued a ruling on this in March (IRS ruling 2009-15). Executive Compensation: Monitor and oppose efforts to change carried interest tax treatment. Foreign Account Tax compliance Act - Follow implementation of "FATCA" which became law in March. This ACT increases reporting and withholding requirements for foreign financial firms. Exchange traded notes: for PIMCO followed issue through trade association, Investment Company Institute, ETNs are an alternative to mutual funds and enjoy a tax preference. Treasury has recently weighed in and may view this current tax treatment as not appropriate. Related-party reinsurance taxation: Advocate against legislation, H.R. 3424 by Rep. Richard Neal (D-MA). this legislation would prohibit offshore reinsurance affiliates of insurance companies not required to pay U.S. taxes from taking deductions for "excel reinsurance premiums" for domestic risks. Let Wall Street Pay tax proposal: Oppose provision of HR 1068, the Let Wall Street Pay for Wall Street's Bailout Act of 2009, that would tax securities transfer and transactions. Monitor and oppose Obama Administration tax proposals that would change existing tax laws and increase tax requirements for life insurance. Monitor and oppose provision in "tax extenders" legislation (HR 4213, the American Jobs and Closing Tax Loopholes Act) that would increase taxes on carried interest.
Client expense: $420,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Risk Management Agency, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Science/Technology
Economic Recovery Package H.R. 1, S. 1 FY 2010 Appropriations (H.R. 3288) Funding for scientific research/science agencies FY 2010 CJS appropriations (Coburn Amendment) S. 3936 - National Competitiveness Act S. 761 America Competes H.R. 1453 Scientific Communications Act H.R. 363 - Sowing the Seeds thru Science & Engr HR. 362; H.R. 2727 - Competivenss Science/Math H.R. 1068 Interagency Coordination - High Performance Computing H.R. 1867 NSF Reauthorization; ACI; STEM Research funding for TB/HIV Research Public access and research published in scholarly journals (S. 1373) America Competes Act (H.R. 5116) Commercialization of University-based research
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)
2010 · second_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act S. 1588 Stop Tax Breaks for Oil Profiteering Act H.R. 3933 Foreign Account Tax Compliance Act H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act H.R.4213 American Workers, State, and Business Relief Act H.R. 2847 Hiring Incentives to Restore Employment Act
Client expense: $980,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Commodities (big ticket)
H.R. 977, "Derivatives Markets Transparency and Accountability Act of 2009" S. 477, "Prevent Excessive Speculation Act" H.R. 1666, "Safe Markets Development Act of 2009" S. 3217, Restoring American Financial Stability Act of 2010" S. 961, "The Authorizing the Regulation of Swaps Act" S. 1225, "Energy Market Manipulation Prevention Act" H.R. 2869, "Energy Market Manipulation Prevention Act" S. 664, "Financial System Stabilization and Reform Act of 2009" H.R. 1754, "Financial System Stabilization and Reform Act of 2009" S. 272, "Derivatives Trading Integrity Act of 2009" H.R. 2448, "Prevent Unfair Manipulation of Prices Act of 2009" S. 1399, "Carbon Market Oversight Act of 2009" H.R. 3300, "Derivatives Trading Accountability and Disclosure Act of 2009" S. 1682, "Derivatives Market Manipulation Prevention Act of 2009" S. 1691, "Comprehensive Derivatives Regulation Act of 2009" HR 3795, "Over-the-Counter Derivatives Act of 2009" U.S. Treasury Department's "Over-the-Counter Derivatives Markets Act of 2009" H.R. 4173, "Wall Street Reform and Consumer Protection Act of 2009" Sen. Chris Dodd's discussion draft of the "Restoring American Financial Stability Act of 2009" HR 3153, "Transparent Markets Act of 2009" HR 1068, "Let Wall Street Pay for Wall Street's Bailout Act of 2009" HR 3996, "Financial Stability Improvement Act" "Energy Market Transparency Act of 2009" discussion draft Wall Street Transparency and Accountability Act of 2010, Dodd-Lincoln Substitute Amendment to S. 3217 "Dodd- Frank Wall Street Reform and Consumer Protection Act of 2010 Conference Report"
Client expense: $245,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009". and HR 4191 "Let Wall Street Pay for the Restoration of Main Street". Taxation of options market makers. Proposals to change 1255 (a) (3) of the Internal Revenue Code.
Client expense: $180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Taxation/Internal Revenue Code
HR 4213/S 1934/S 3191/S 3333: American Jobs and Closing Tax Loopholes Act of 2010 (expiring tax provisions) HR 989/S. 829: Eagle Employers Act HR 1083: Simplification Act; PL 111-166 HR 2897: Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 3933/S. 1934: Foreign Account Tax Compliance Act HR 3042/S. 1374: Worker Adjustment & Retraining Act HR 1987/1508/S. 803: Wellness Programs HR 5328: International Tax Cmpetitiveness Act of 2010 HR 1068: Let Wall Street Pay for Wall Street's Bailout Act of 2009 HR 5297: Small Business Jobs and Credit Act of 2010; P.L. 111-499 HR 2098: Corporations Bank Accountability and Risk Assessment Act of 2009; PL 111-166 HR 422: Extend R&D tax credit to through 2010, increase & make permanent alternative simplified credit (R&D Tax credit) HR 1542: TARP Bonus Tax; PL 111-166 HR 1944/HR 2089: Subpart F Extension; PL 111-166 HR 2158/HR 3530/S. 929: Nonroad Alternative Powered Equipment Tax Credits HR 3135: To amend the Internal Revenue Code of 1986 to provide additional incentives for facilities producing electricity from wind HR 3136: To extend the program to provide grants for specified energy property in lieu of tax credits HR 275/S. 392: Repeal of 3% witholding on certain payments to vendors by government entities S. 2927: A bill to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes. HR 3548: Extending & expanding home buyer tax credits and net operating loss carryback rules into 2010; PL 111-5
Client expense: $340,000 · Firm income: Not reported
Government targets: Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Guard, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
H.R.1068, To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program. Proposals to change section 1256(a)(3) of the Internal Revenue Code
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
Cascading taxes for foreign-owned insurers: Advocate against measures that would lead to imposition of an excise tax twice when insurance for reinsurance is placed from the U.S. to a foreign company and then when the foreign company reinsurers the U.S. risk. The IRS issued a ruling on this in March (IRS Ruling 2009-15). Executive Compensation: Monitor and oppose efforts to change carried interest tax treatment. Foreign Account Tax Compliance Act - Follow implementation of "FACTA" which became law in March. This Act increases reporting and withholding requirements for foreign financial firms. Exchange traded notes: For PIMCO followed issue through trade association Investment Company Institute, EIN's are an alternative to mutual funds and enjoy a tax preference. Treasury has recently weighed in and may view this current tax treatment as not appropriate. Related-party reinsurance taxation: Advocate against legislation, HR 3424 by Rep. Richard Neal (D-MA). This legislation would prohibit offshore reinsurance affiliates of insurance companies not required to pay U.S. taxes from taking deductions for "excel reinsurance premiums" for domestic risks. Let Wall Street Pay tax proposal: Oppose provision of HR 1068, the Let Wall Street Pay for Wall Street's Bailout Act of 2009, that would tax securities transfer and transactions. Monitor and oppose Obama Administration tax proposals that would change existing tax laws and increase tax requirements for life insurance. Monitor and oppose provision in "tax extenders" legislation (HR 4213, the American Jobs and Closing Tax Loopholes Act) that would increase taxes on earned interest.
Client expense: $430,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Risk Management Agency, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Science/Technology
Economic Recovery Package H.R. 1, S. 1 FY 2010 Appropriations (H.R. 3288) Funding for scientific research/science agencies FY 2010 CJS appropriations (Coburn Amendment) S. 3936 - National Competitiveness Act S. 761 America Competes H.R. 1453 Scientific Communications Act H.R. 363 - Sowing the Seeds thru Science & Engr HR. 362; H.R. 2727 - Competivenss Science/Math H.R. 1068 Interagency Coordination - High Performance Computing H.R. 1867 NSF Reauthorization; ACI; STEM Research funding for TB/HIV Research Public access and research published in scholarly journals (S. 1373) America Competes Act (H.R. 5116) Commercialization of University-based research
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)
2010 · second_quarter · Taxation/Internal Revenue Code
Legislation related to a securities transaction tax, including HR 1068, HR 4191, and S 2997; bills related to the extension of expired tax provisions, including HR 4213; proposals related to the imposition of a bank tax; and proposals related to extension of the expiring Bush tax cuts, with a specific focus on the estate tax and the capital gains/dividend tax rate.
Client expense: $622,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Commodities (big ticket)
H.R. 1068, S. 272, H.R. 4173, S. 3217 and H.R. 2454 including derivatives provisions and CEA provisions; H.R. 3795 and Dodd discussion draft. Tax issues affecting futures trading; financial services; advisory board issues; CFTC regulation; transaction fee proposals; OTC trading; carbon emissions trading; swaps trading and speculation in energy commodities legislation.
Client expense: Not reported · Firm income: $80,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · second_quarter · Financial Institutions/Investments/Securities
Hedge fund legislation, H.R. 4173 and S. 3217. Hedge fund regulation. Commodity Speculation Legislation including H.R. 977, H.R. 1068, S. 664, S. 447, S.272, and S. 3739. H.R. 2454, derivatives and OTC trading provisions. H.R. 3795 and Dodd discussion draft
Client expense: Not reported · Firm income: $70,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009," and HR 4191, the "Let Wall Street Pay for the Restoration of Main Street Act of 2009." Taxation of options market makers.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · first_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009," and HR 4191, the "Let Wall Street Pay for the Restoration of Main Street Act of 2009." Taxation of options market makers.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · first_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 Let Wall Street Pay for Wall Street's Bailout Act of 2009 S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R. 3933 Foreign Account Tax Compliance Act of 2009 H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R.4213 American Workers, State, and Business Relief Act of 2010 H.R. 2847 Hiring Incentives to Restore Employment Act
Client expense: $1,370,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · first_quarter · Commodities (big ticket)
H.R. 977, "Derivatives Markets Transparency and Accountability Act of 2009" S. 477, "Prevent Excessive Speculation Act" H.R. 1666, "Safe Markets Development Act of 2009" Restoring American Financial Stability Act of 2010" S. 961, "The Authorizing the Regulation of Swaps Act" S. 1225, "Energy Market Manipulation Prevention Act" H.R. 2869, "Energy Market Manipulation Prevention Act" S. 664, "Financial System Stabilization and Reform Act of 2009" H.R. 1754, "Financial System Stabilization and Reform Act of 2009" S. 272, "Derivatives Trading Integrity Act of 2009" H.R. 2448, "Prevent Unfair Manipulation of Prices Act of 2009" S. 1399, "Carbon Market Oversight Act of 2009" H.R. 3300, "Derivatives Trading Accountability and Disclosure Act of 2009" S. 1682, "Derivatives Market Manipulation Prevention Act of 2009" S. 1691, "Comprehensive Derivatives Regulation Act of 2009" HR 3795, "Over-the-Counter Derivatives Act of 2009" U.S. Treasury Department's "Over-the-Counter Derivatives Markets Act of 2009" H.R. 4173, "Wall Street Reform and Consumer Protection Act of 2009" Sen. Chris Dodd's discussion draft of the "Restoring American Financial Stability Act of 2009" HR 3153, "Transparent Markets Act of 2009" HR 1068, "Let Wall Street Pay for Wall Street's Bailout Act of 2009" HR 3996, "Financial Stability Improvement Act" "Energy Market Transparency Act of 2009" discussion draft
Client expense: $405,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE
2010 · first_quarter · Taxation/Internal Revenue Code
H.R.1068, To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program. Proposals to change section 1256(a)(3) of the Internal Revenue Code
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · first_quarter · Commodities (big ticket)
Legislation including H.R. 977, S. 447, S. 664, H.R. 1068, S. 272,H.R. 4173, and H.R. 2454 including derivatives provisions and CEA provisions; H.R. 3795 and Dodd discussion draft. Tax issues affecting futures trading; financial services; advisory board issues; CFTC regulation; transaction fee proposals; OTC trading; carbon emissions trading; and speculation in energy commodities legislation.
Client expense: Not reported · Firm income: $80,000
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · first_quarter · Taxation/Internal Revenue Code
Legislation related to a securities transaction tax, including HR 1068, HR 4191 and S 2997; bills related to the extension of expired and expiring tax provisions, including HR 4213 (Tax Extenders Act); bills related to the estate tax, including HR 436 and HR 4154; and legislation related to new taxes on unearned income, inclduing HR 4872 (Health Care and Education Reconciliation Act).
Client expense: $621,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009," HR 4191, the "Let Wall Street Pay for the Restoration of Main Street Act of 2009," and S 2927, the "Wall Street Fair Share Act."
Client expense: Not reported · Firm income: $90,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2010 · first_quarter · Financial Institutions/Investments/Securities
Hedge fund legislation and regulation. Commodity Speculation Legislation including H.R. 977, H.R. 1068, S. 664, S. 447, S.272, and S. 3739. H.R. 2454, derivatives and OTC trading provisions. H.R. 3795 and Dodd discussion draft
Client expense: Not reported · Firm income: $70,000
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE
2010 · first_quarter · Taxation/Internal Revenue Code
Tax Policy - The Forum supports tax policy that keeps the U.S. economy open to create jobs, and attract foreign investment. H.R. 1068 to impose a tax on securities transactions - Legislation to impose a securities tax would restrict the availability of credit, increase the tax burden on investors and impede the ability of the financial sector to create jobs. S. 2994, to impose an excise tax on 2009 bonuses from certain major recipients of Federal emergency economic assistance, to limit the deductible allowances for such bonuses. The Forum opposes onerous fees and taxes imposed on large financial institutions that will undermine economic growth by impairing the ability of financial institutions to extend credit to individuals and businesses. S. 722, "The Taxpayer Certainty and Relief Act" - The Forum supports strengthening the economy through policies that foster private savings and capital investment. The Forum supports maintaining the existing tax rates on dividends and capital gains. H.R. 1944, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. The Forum supports making permanent in law the active financing rule governing how the U.S. taxes income earned by U.S. financial companies in foreign markets. The Forum supports corporate tax policies that allow for a temporary deferral of U.S. taxes until those earnings have been paid to the parent company.
Client expense: $350,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office
2010 · first_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009". and HR 4191 "Let Wall Street Pay for the Restoration of Main Street". Taxation of options market makers. Proposals to change 1255 (a) (3) of the Internal Revenue Code.
Client expense: $270,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
Cascading taxes for foreign-owned insurers: Advocate against measures that would lead to imposition of an excise tax twice when insurance for reinsurance is placed from the U.S. to a foreign company and then when the foreign company reinsurers the U.S. risk. The IRS issued a ruling on this in March (IRS Ruling 2009-15). Executive Compensation: Monitor and oppose efforts to change carried interest tax treatment. Exchange traded notes: For PIMCO followed issue through trade association Investment company Institute, EIN's are an alternative to mutual funds and enjoy a tax preference. Treasury has recently weighed in and may view this current tax treatment as not appropriate. reinsurance taxation: Advocate against the introduction of legislation. This legislation would prohibit offshore reinsurance affiliates of insurance companies not required to pay U.S. taxes from taking deduction for "excel reinsurance premiums" for domestic risks. Let Wall Street Pay tax proposal: Oppose provision of H.R. 1068, the Let Wall Street Pay for Wall Street's Bailout Act of 2009, that would tax securities transfer and transactions. Monitor and oppose Obama Administration tax proposals that would change existing tax laws and increase tax requirements for life insurance. Monitor and oppose provision in heath insurance reform package that would tax unearned income such as annuities.
Client expense: $425,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Risk Management Agency, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · first_quarter · Science/Technology
Economic Recovery Package H.R. 1, S. 1 FY 2010 Appropriations (H.R. 3288) Funding for scientific research/science agencies FY 2010 CJS appropriations (Coburn Amendment) S. 3936 - National Competitiveness Act S. 761 America Competes H.R. 1453 Scientific Communications Act H.R. 363 - Sowing the Seeds thru Science & Engr HR. 362; H.R. 2727 - Competivenss Science/Math H.R. 1068 Interagency Coordination - High Performance Computing H.R. 1867 NSF Reauthorization; ACI; STEM Research funding for TB/HIV Research Public access and research published in scholarly journals (S. 1373)
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)
2009 · fourth_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R.4213 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
Client expense: $1,180,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009
Client expense: $940,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2009 · second_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program H.R. 1265 To restrict the use of offshore tax havens and abusive tax shelters H.R. 768 To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on Federal deficit and tax revenues
Client expense: $920,000 · Firm income: Not reported
Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009
Client expense: $960,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2009 · fourth_quarter · Financial Institutions/Investments/Securities
Financial market reform - over the counter trading of derivatives; H.R. 977, Derivatives Markets Transparency and Accountability Act of 2009; S. 447, Prevent Excessive Speculation Act; S. 433 and H.R. 1683, Clean Environment and Stable Energy Market Act of 2009; H.R. 1666, Safe Markets Development Act of 2009; S. 1225, Energy Market Manipulation Prevention Act; H.R. 2869, Energy Market Manipulation Prevention Act; S. 664, Financial System Stabilization and Reform Act of 2009; Energy Market Transparency Act of 2009 discussion draft S. 961, The Authorizing the Regulation of Swaps Act H.R. 1754, Financial System Stabilization and Reform Act of 2009 S. 272, Derivatives Trading Integrity Act of 2009 H.R. 2448, Prevent Unfair Manipulation of Prices Act of 2009 S. 1399, Carbon Market Oversight Act of 2009 H.R. 3300, Derivatives Trading Accountability and Disclosure Act of 2009 S. 1682, Derivatives Market Manipulation Prevention Act of 2009 S. 1691, Comprehensive Derivatives Regulation Act of 2009 HR 3795, Over-the-Counter Derivatives Act of 2009 U.S. Treasury Department's Over-the-Counter Derivatives Markets Act of 2009 H.R. 4173, Wall Street Reform and Consumer Protection Act of 2009 Sen. Chris Dodd's discussion draft of the Restoring American Financial Stability Act of 2009 HR 3153, Transparent Markets Act of 2009 HR 1068, Let Wall Street Pay for Wall Street's Bailout Act of 2009 HR 3996, Financial Stability Improvement Act"
Client expense: $320,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE
2009 · fourth_quarter · Taxation/Internal Revenue Code
Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. S. 506 Stop Tax Haven Abuse Act S. 31 To amend the Internal Revenue Code of 1986 with respect to the proper tax treatment of certain indebtedness discharged in 2009 or 2010, and for other purposes H.R.1935 To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services H.R. 1068 To amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to the extent required to recoup the net cost of the Troubled Asset Relief Program S. 1588 Stop Tax Breaks for Oil Profiteering Act of 2009 H.R.4213 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
Client expense: $1,080,000 · Firm income: Not reported
Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2009 · fourth_quarter · Taxation/Internal Revenue Code
Taxation of securities transactions, including HR 1068, the "Let Wall Street Pay for Wall Street's Bailout Act of 2009," and HR 4191, the "Let Wall Street Pay for the Restoration of Main Street Act of 2009." Taxation of options market makers.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)