Public Good IRA Rollover Act of 2009

Charitable IRA rollover (H.R. 1250); UBIT issues; modifications to charitable provisions of the Pension Protection Act of 2006; donor-advised funds; private foundations and supporting organizations; private foundations excise tax; possible limits on itemized deductions; other provisions affecting private foundations.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 4853 "Middle Class Tax Relief Act of 2010" - sections pertaining to IRA Rollover, educational tax benefits HR 275/S 2292 "To repeal the 3% withholding tax" - entire bill HR 1250/S 864 "Public Good IRA Rollover Act of 2009" - entire bill HR 2492 "To amend the IRC to exclude from gross income discharges of student loans" - entire bill HR 5600 "Employee Educational Assistance Act of 2010" - entire bill

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

Government targets: Defense, Dept of (DOD), Economic Development Administration, Employment & Training Administration, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Science Foundation (NSF), Office of Science & Technology Policy (OSTP), SENATE, Veterans Affairs, Dept of (VA)

In support of legislation to modify the excise tax imposed on private foundations (S.676) and reauthorize and modify the IRA charitable rollover provisions for donor advised funds (H.R. 1250).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1126/ S. 405- in support of provisions that would allow artists to take a fair market value deduction for contributions of their own works to museums and libraries H.R. 1250 - in support of provisions that would allow individuals to roll over their IRA's to chairty without incurring tax

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 726 by DURBIN (D-IL) Development, Relief and Education for Alien Minors Act of 2010 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation S. 3987 by THUNE (R-SD) Red Flag Program Clarification Act of 2 H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 3081 by OBEY (D-WI) First Continuing Resolution making further appropriations for FY 2011 through 12/03/10 H.J. Res 101 by OBEY (D-WI) Second Continuing Resolution making further appropriations for FY 2011 through 12/18/10 H.J. Res. 105 Third Continuing Resolution making further appropriations for FY 2011 through 12/21/10 H.R. 3082 by OBEY (D-WI) Fourth Continuing Resolution making further appropriations for FY 2011 through 03/04/11 H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4853 by OBERSTAR (D-MN) Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5448 by SPRATT (D-SC) Perkins Loan Extension Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127 H.R. 5933 by MINNICK (D-ID) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 H.R. 6430 by MINNICK (D-ID) Post-9/11 Veterans Educational Assistance Improvement Act of 2010 H.R. 6497 by BERMAN (D-CA) Development, Relief and Education for Alien Minors Act of 2010

Client expense: $54,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA), White House Office

Non - Profit Oversight S. 864/ H.R. 1250 - The Public Good IRA Rollover Act of 2009 Charitable Deduction Pension Issues

Client expense: $57,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Employment & Training Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Artist-Museum Partnership Act HR 1126 and S 405 Fractional Gifts of Art S 1605 IRA Charitable Rollover HR 1250

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

Government targets: HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), SENATE, State, Dept of (DOS)

Artist-Museum Partnership Act HR 1126 and S 405 Fractional Gifts of Art S 1605 IRA Charitable Rollover HR 1250

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

Government targets: HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), SENATE, State, Dept of (DOS)

H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, Certain Estate Tax Relief Act; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure. S.864, Public Good IRA Rollover Act; S. 3533, Responsible Estate Tax Act of 2010 S. 5297, Small Business Jobs Act of 2010 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5475, The Family Farm Estate Tax Relief Act of 2010 H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 H.R. 5486, Small Business Jobs Tax Relief Act of 2010 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 651 Compensation Fairness Act H.R. 3669 Employer-Owned Life Insurance Limitation Act S. 3786, The Fair Playing Field Act of 2010 H.R. 6128, Fair Playing Field Act of 2010 S. 3773, Tax Hike Prevention Act of 2010

Client expense: $576,337 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 515 Patent Reform Act of 2009 and the Manager's Amendment H.R. 1250 Patent Reform Act of 2009 S. 369 Preserve Access to Affordable Generics Act H.R. 1706 Protecting Consumer Access to Generic Drugs Act of 2009 H.R. 5322 Patent and Trademark Office Funding Stabilization Act of 2010

Client expense: $1,600,000 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 1126/ S. 405 - in support of provisions that would allow artist to take a fair market value deduction for contributions of their own works to museums and libraries H.R. 1250 - in support of provisions that would allow individuals to roll over their IRA's to charity without incurring tax

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 386 College Learning Access Simplicity and Savings (CLASS) Act : A bill to amend the Internal Revenue Code of 1986 to simplify and improve the current education tax incentives(Tax incentives for higher education). HR 275 and S 292: A bill to repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities(ALL). HR 1250 and S 864: A bill to amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual retirement accounts for charitable purposes(ALL.) HR 106- American Opportunity Tax Credit Act of 2009: A bill to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit for higher education expenses. S2851:A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. HR 5078: Higher Education Affordability and Equity Act of 2010: A bill to amend the Internal Revenue Code of 1986 to expand incentives for education. HR 5600: Employee Educational Assistance Act of 2010: A bill to make permanent the exclusion from gross income for employer-provided educational assistance. HR 5297: A bill to create the Small Business Lending Fund Program to direct the secretary of the Treasury to make capital investments in eligible institutions in order to increase the availability of credit for small businesses, and for other purposes(Provisions to remove cell phones from listed property under section 280F).

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 863, a bill to expand tax-free distributions from individual retirement accounts for charitable purposes. H.R. 1250, a bill to expand tax-free distributions from individual retirement accounts for charitable purposes. H.R. 4213, Sec. 135, tax-free distributions from individual retirement accounts for charitable purposes.

Client expense: $25,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

Charitable IRA rollover (H.R. 1250); UBIT issues; modifications to charitable provisions of the Pension Protection Act of 2006; donor-advised funds; private foundations and supporting organizations; private foundations excise tax; possible limits on itemized deductions; other provisions affecting private foundations.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of legislation to modify the excise tax imposed on private foundations (S.676) and reauthorize and modify the IRA charitable rollover provisions for donor advised funds (H.R. 1250).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 144/HR 690 Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009. HR 1250 To Amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual and retirement accounts for charitable purposes. HR 5600 Extension of Section 127. Tax Extenders with a focus on IRA rollover, tuition deduction, and the American Opportunity Tax Credit and R&D tax credit. Issues related to college and university endowments, expansion and simplification of the tuition tax credits and charitable deductions, including the IRA Charitable roll-over. Implementation of Health Care Reform measure, including application to university-provided student health insurance and employer issues.

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

Charitable Sector Issues - Tax Exempt Reform and Incentives HR690, S144 Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 HR4213 Tax Extenders Legislation HR1250, S864 IRA Charitable Rollover

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

Government targets: Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE

S. 414 by DODD (D-CT) Credit Card Accountability and Responsibility Disclosure Act of 2009 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3217 by DODD (D-Ct) Restoring American Financial Stability Act of 2009 S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation Senate Bill (unnumbered) by DODD (D-CT) Restoring American Financial Stability H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 627 MALONEY (D-NY) Credit Card Act of 2009 H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 3359 by SANCHEZ (Loretta) D-CA) U. S. & World Education Act H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009 H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4899 by OBEY (D-WI) FY 2010 Supplemental Disaster Relief and Summer Jobs of 2010 H.R. 4908 by PASCRELL (D-NJ) Campus Fire Safety Education Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5385 by CARNEY (D-PA) Student Veterans Counseling Improvement Act H.R. 5448 by SPRATT (D-SC) Perkins Loan Extension Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127 H.R. 5933 by MINNICK (D-ID) Post 9/11 Veterans Educational Assistance Improvement Act of 2010

Client expense: $68,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA)

Non - Profit Oversight S. 864/ H.R. 1250 - The Public Good IRA Rollover Act of 2009 Charitable Deduction Pension Issues

Client expense: $51,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

HR 690/S 144 "MOBILE Cellphone Act of 2009" - entire bill HR 275/S 2292 "To repeal the 3% withholding tax' - entire bill HR 1250/S 864 "Public Good IRA Rollover Act of 2009" - entire bill HR 2492 "To amend the IRC to exclude from gross income discharges of student loans" - entire bill HR 4213 "American Jobs and Closing Tax Loopholes Act of 2010" - sections pertaining to IRA Rollover and education tax deductions HR 5600 "Employee Educational Assistance Act of 2010" - entire bill

Client expense: $100,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Aeronautics & Space Administration (NASA), Natl Institute of Standards & Technology (NIST), Natl Science Foundation (NSF), Office of Management & Budget (OMB), SENATE, Veterans Affairs, Dept of (VA)

H.R. 1250/S. 864, Public Good IRA Rollover Act of 2009 H.R. 4213, American Workers, State, and Business Relief Act of 2010, Section 116

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

H.R.1250 Public Good IRA Rollover Act of 2009 - To expand and make permanent tax-free taxpayer donations and contributions from IRAs to charities. H.R.1126/S.405 Artist-Museum Partnership Act of 2009 - To allow artists a fair market-value deducation for charitable contributions of literary, musical, artistic or scholarly works created by the donor. Proposals limiting the deductibility of charitable giving. S.394 - Art and Collectibles Capital Gains Tax Treatment Parity Act. Tax Extenders Act of 2009 - H.R. 4213

Client expense: $24,157 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), Internal Revenue Service (IRS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Arts, Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), Natl Science Foundation (NSF), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of

Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes); Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes); and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners).

Client expense: Not reported · Firm income: $10,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of legislation to modify the excise tax imposed on private private foundations (S.676, H.R. 4090) and reauthorize and modify the charitable rollover provisions for donor advised funds (S. 864, H.R. 1250). Expressed concerns regarding the proposed modification to the charitable deduction rate in the presidents budget proposal.

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

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, White House Office

H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure. S.864, Public Good IRA Rollover Act; S. 3533, Responsible Estate Tax Act of 2010 S. 5297, Small Business Jobs Act of 2010 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5475, The Family Farm Estate Tax Relief Act of 2010 H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 H.R. 5486, Small Business Jobs Tax Relief Act of 2010 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 651 Compensation Fairness Act H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 H.R. 3669 Employer-Owned Life Insurance Limitation Act

Client expense: $608,081 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 515 Patent Reform Act of 2009 and the Manager's Amendment H.R. 1250 Patent Reform Act of 2009 S. 369 Preserve Access to Affordable Generics Act H.R. 1706 Protecting Consumer Access to Generic Drugs Act of 2009 H.R. 5322 Patent and Trademark Office Funding Stabilization Act of 2010

Client expense: $1,210,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 386 College Learning Access Simplicity and Savings (CLASS) Act : A bill to amend the Internal Revenue Code of 1986 to simplify and improve the current education tax incentives(Tax incentives for higher education). HR 690 and S 144: A bill to amend the Internal Revenue Code of 1986 to remove cell phones from listed property under section 280F(ALL). HR 275 and S 292: A bill to repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities(ALL). HR 1250 and S 864: A bill to amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual retirement accounts for charitable purposes(ALL.) HR 4213 - American Jobs and Closing Tax Loopholes Act of 2010 : A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes (IRA Rollover extension and Build America Bonds). HR 106- American Opportunity Tax Credit Act of 2009: A bill to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit for higher education expenses. S2851:A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. HR 5078: Higher Education Affordability and Equity Act of 2010: A bill to amend the Internal Revenue Code of 1986 to expand incentives for education. HR 5600: Employee Educational Assistance Act of 2010: A bill to make permanent the exclusion from gross income for employer-provided educational assistance.

Client expense: $70,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1126/S.405 - in support of provisions that would allow artists to take a fair market value deduction for contributions of their own works to museums and libraries H.R. 1250 - in support of provisions that would allow individuals to roll over their IRA's to charity without incurring tax

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

S. 863, a bill to expand tax-free distributions from individual retirement accounts for charitable purposes. H.R. 1250, a bill to expand tax-free distributions from individual retirement accounts for charitable purposes. H.R. 4213, Sec. 135, tax-free distributions from individual retirement accounts for charitable purposes. H.R. 4173, any section affecting nonprofit organizations.

Client expense: $25,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

H.R.1250 Public Good IRA Rollover Act of 2009 - To expand and make permanent tax-free taxpayer donations and contributions from IRAs to charities. H.R.1126/S.405 Artist-Museum Partnership Act of 2009 - To allow artists a fair market-value deducation for charitable contributions of literary, musical, artistic or scholarly works created by the donor. Proposals limiting the deductibility of charitable giving. S.394 - Art and Collectibles Capital Gains Tax Treatment Parity Act. Tax Extenders Act of 2009 - H.R. 4213

Client expense: $45,001 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), Internal Revenue Service (IRS), Library of Congress (LOC), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Arts, Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), Natl Science Foundation (NSF), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of

Charitable Sector Issues - Tax Exempt Reform and Incentives HR690, S144 Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 HR4213 Tax Extenders Legislation HR1250, S864 IRA Charitable Rollover

Client expense: $70,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE

H.R. 690/S. 144, MOBILE Cell Phone Act of 2009 (provisions related to governing use of employer-provided cell phones and other electonic communication devices) H.R. 1250/S. 864, provisions related to tax-free distributions from individual retirement accounts for charitable purposes

Client expense: $100,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

Charitable IRA rollover (H.R. 1250); UBIT issues; modifications to charitable provisions of the Pension Protection Act of 2006; donor-advised funds; private foundations and supporting organizations; private foundations excise tax; possible limits on itemized deductions; other provisions affecting private foundations.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 690/S 144 "MOBILE Cellphone Act of 2009" - entire bill HR 275/S 2292 "To repeal the 3% withholding tax" - entire bill HR 1250/S 864 "Public Good IRA Rollover Act of 2009" - entire bill HR 2492 "To amend the IRC to exclude from gross income discharges of student loans..." - entire bill HR 4213 "American Jobs and Closing Tax Loopholes Act of 2010" - sections pertaining to IRA Rollover and education tax deduction HR 5600 - "Employee Educational Assistance Act of 2010" - entire bill

Client expense: $135,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Aeronautics & Space Administration (NASA), Natl Institute of Standards & Technology (NIST), Natl Science Foundation (NSF), Office of Management & Budget (OMB), SENATE, Veterans Affairs, Dept of (VA), White House Office

H.R. 1250/S. 864, Public Good IRA Rollover Act of 2009 H.R. 4213, American Workers, State, and Business Relief Act of 2010, Section 116

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of, White House Office

Non - Profit Oversight S. 864/ H.R. 1250 - The Public Good IRA Rollover Act of 2009 Charitable Deduction H.R. 4173 - American Jobs and Closing Tax Loopholes Act of 2010

Client expense: $67,500 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

S. 414 by DODD (D-CT) Credit Card Accountability and Responsibility Disclosure Act of 2009 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3217 by DODD (D-Ct) Restoring American Financial Stability Act of 2009 S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation Senate Bill (unnumbered) by DODD (D-CT) Restoring American Financial Stability H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 627 MALONEY (D-NY) Credit Card Act of 2009 H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 3359 by SANCHEZ (Loretta) D-CA) U. S. & World Education Act H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009 H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4899 by OBEY (D-WI) FY 2010 Supplemental Disaster Relief and Summer Jobs of 2010 H.R. 4908 by PASCRELL (D-NJ) Campus Fire Safety Education Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5385 by CARNEY (D-PA) Student Veterans Counseling Improvement Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127

Client expense: $75,000 · Firm income: Not reported

Government targets: Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA)

1. HR 1250/ S 864 Public Good IRA Rollover Act, and HR 4213 American Jobs and Closing Tax Loopholes Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. HR 4154, Permanent Estate Tax Relief to maintain the estate tax at the 2009 levels.

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Artist-Museum Partnership Act (HR 1126 and S 405) Fractional Gifts of Art (S 1605) IRA Charitable Rollover (HR 1250)

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

Government targets: HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), SENATE, State, Dept of (DOS)

H.R. 1126/S.405 - in support of provisions that would allow artists to take a fair market value deduction for contributions of their own works to museums and libraries H.R. 1250 - in support of provisions that would allow individuals to roll over their IRA's to charity without incurring tax

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

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

H.R.1250 Public Good IRA Rollover Act of 2009 - To expand and make permanent tax-free taxpayer donations and contributions from IRAs to charities. H.R.1126/S.405 Artist-Museum Partnership Act of 2009 - To allow artists a fair market-value deducation for charitable contributions of literary, musical, artistic or scholarly works created by the donor. Proposals limiting the deductibility of charitable giving. S.394 - Art and Collectibles Capital Gains Tax Treatment Parity Act. Tax Extenders Act of 2009 - H.R. 4213

Client expense: $22,235 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Institute of Museum and Library Services (IMLS), Internal Revenue Service (IRS), Natl Aeronautics & Space Administration (NASA), Natl Endowment for the Arts, Natl Endowment for the Humanities, Natl Institutes of Health (NIH), Natl Oceanic & Atmospheric Administration (NOAA), Natl Park Service (NPS), Natl Science Foundation (NSF), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of

H.R. 690/S. 144, MOBILE Cell Phone Act of 2009 (provisions related to governing use of employer-provided cell phones and other electonic communication devices) H.R. 1250/S. 864, provisions related to tax-free distributions from individual retirement accounts for charitable purposes

Client expense: $100,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, SENATE

H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, To amend the Internal Revenue Code of 1986; S.864, Public Good IRA Rollover Act;

Client expense: $610,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 515 Patent Reform Act of 2009 H.R. 1250 Patent Reform Act of 2009 S. 369 Preserve Access to Affordable Generics Act H.R. 1706 Protecting Consumer Access to Generic Drugs Act of 2009

Client expense: $2,240,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE