To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services.

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

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

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

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

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

Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 436 - Certain Estate Tax Relief Act of 2009; entire bill H.R. 847 - James Zadroga 9/11 Health and Compensation Act of 2010; provisions relating to possible use of workforce classification reforms as the revenue offset (P.L. 111-347, 1/2/2011) H.R. 1083 - The Business Activity Tax Simplification Act of 2009; entire bill H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; entire bill H.R. 2920 Statutory Pay Go Act of 2009; provisions relating to estate tax and middle class tax benefits H.R. 3408 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to limitation of independent contractor status for independent broker dealers H.R. 3905 Estate Tax Relief Act; entire bill H.R. 3933 - Foreign Account Tax Compliance Act of 2009; to ensure workable reporting requirements for mutual funds H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; entire bill H.R. 4191 - Let Wall Street Pay for the Restoration of Main Street Act of 2009; entire bill H.R. 4337 - Regulated Investment Company Modernization Act of 2009; entire bill (P.L. 111-325, 12/22/2010) H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010; provisions relating to small business capital gains exclusion and Build America Bonds H.R. 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; provisions relating to individual tax rates/estate tax and extenders, small business incentives relevant to the financial services sector H.R. 5982 Small Business Tax Relief Act of 2010; provisions relating to repeal of 1099 reporting obligations enacted in health care reform H.R. 6128 Fair Playing Field Act of 2010; provisions that would affect use of independent contractors within the securities industry S. 506 - Stop Tax Haven Abuse Act; provision relating to managed and controlled foreign entities S. 567 - A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; entire bill S. 651 - Compensation Fairness Act of 2009; entire bill S. 722 - Taxpayer Certainty and Relief Act of 2009; provisions relating to capital gains, dividends, and estate tax S. 1007 - Excessive Pay Capped Deduction Act of 2009; entire bill S. 2784 - A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; entire bill S. 2869 Small Business Job Creation and Access to Capital Act of 2009; entire bill S. 2882 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to independent contractors within the securities industry S. 2927 - Wall Street Fair Share Act; entire bill S. 3513 Bonus Depreciation Extension to Create Jobs Act; entire bill S. 3773 Tax Hike Prevention Act of 2010; provisions relating to capital gains dividends and estate tax S. 3786 Fair Playing Field Act; provisions that would affect use of independent contractors within the securities industry S. 3793 Job Creation and Tax Cuts Act of 2010; entire bill S. 3816 Creating American Jobs and Ending Offshoring Act; entire bill S. 3946 - Small Business Paperwork Relief Act; entire bill Administrations FY 2011 budget proposals relating to Auto IRA retirement savings initiatives, taxation of life insurance companies, international taxation, tax treatment of capital gains and dividends, independent contractor, estate tax, and Financial Crisis Responsibility Fee

Client expense: $270,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative and regulatory services related to renewable energy, the production tax credit of section 45 and Treasury grants for renewable energy, including H.R. 4213, the Tax Extenders Act of 2009; H.R. 4169, the Tax Technical Corrections Act of 2009; S. 2826, the Clean Renewable Energy Advancement Tax Extension Jobs Act of 2009; S. 2857, the American Clean Technology Manufacturing Leadership Act; S. 1639, a bill to improve and extend certain energy-related tax provisions; S. 2899 and H.R.5931, the Renewable Energy Incentive Act; S. 3663, the Clean Energy Jobs and Oil Company Accountability Act of 2010; S. 3738, the Clean Energy Technology Leadership Act of 2010; H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; S. 3793, the Jobs Creation and Tax Cut Act; H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; H.R. 6467, the Middle Class Tax Relief Act of 2010; S. 3793, the Job Creation and Tax Cuts Act; H.R. 6117, the Clean Renewable Energy Investment Act of 2010.

Client expense: Not reported · Firm income: Not reported

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

Extension of First-Time Homebuyer Tax Credit for Service Members HR 2398- Service Members First-Time Homebuyer Relief Act of 2009 HR 2562- Service Members Home Ownership Act of 2009 Expanding and Extending Tax Credits for Home Purchases and Allowing their Application Beyond First-Time Buyers HR 2655- A bill to amend the Internal Revenue Code of 1986 to expand and extend the first-time homebuyer credit HR 3640- A bill to amend the Internal Revenue Code of 1986 to extend and expand the first-time homebuyers credit and to provide a loss deduction on the sale of a principal residence HR 3902- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit and to eliminate the first-time homebuyer requirement and increase the adjusted gross income limitations with respect to such credit, and for other purposes S 1230- Home Buyer Tax Credit Act of 2009 HR 1453- A bill to amend the Internal Revenue Code of 1986 to extend and expand the homebuyer tax credit Expansion of First-Time Homebuyer Tax Credits HR 2606- Home Buying Credit Expansion Act HR 2619- A bill to amend the Internal Revenue Code of 1986 to temporarily expand the credit for first-time homebuyers to all homebuyers and to allow individuals a temporary refundable credit against income tax for the costs of refinancing acquisition indebtedness secured by their principal residence HR 2905- Homebuyer Tax Credit Expansion Act of 2009 Expansion of Small Business Health Coverage; Possible Limits on Itemized Deductions as Pay-Fors; Affordability Tax Credits HR 3200- America's Affordable Health Choices Act of 2009 HR 3962- Affordable Health Care for America Act S 1679- Affordable Health Choices Act S 1796- America's Healthy Future Act of 2009 S 979- Small Business Health Options Program (SHOP) Act HR 2360- Small Business Health Options Program (SHOP) Act of 2009 Extension of First-Time Homebuyer Tax Credit HR 1993- First-Time Homebuyer Credit Extension Act of 2009 HR 3761- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit, and for other purposes S 1678- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax c... HR 1344- Real Help for Homebuyers Act of 2009 HR 1767- Fair Housing Tax Credit Extension Act of 2009 HR 5168- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 5183- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 5188- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 525- A bill to amend the Internal Revenue Code of 1986 to repeal the recapture rule of the first-time homebuyer credit and to extend the application of the credit through 2009 Home Purchase Tax Credit for First-Time Homebuyers S 253- Fix Housing First Homebuyer Tax Credit Act S 312- First-Time Homebuyers' Tax Credit Act of 2009 Homebuyer Tax Credit Administration HR 3901- Homebuyer Tax Credit Improvement Act of 2009 Modification of Homebuyer Tax Credits; Making Mortgage Interest Deduction Permanent HR 1805- American Working Families Tax Relief Act of 2009 Payroll Tax Treatment of Health Insurance Premiums Paid for Self-Employed Individuals HR 1470- Equity for Our Nation's Self-Employed Act of 2009 S 725- Equity for Our Nation's Self-Employed Act of 2009 Permission for Developers of Housing Financed through Disaster Relief Programs to Receive Tax Benefits as Grants Rather than Tax Credits HR 2995 - Disaster State Housing Recovery Act of 2009 Tax Credits for Certain Home Purchases HR 1119- A bill to amend the Internal Revenue Code of 1986 to expand the application of the homebuyer credit, and for other purposes HR 3760- Home Buyer Tax Credit Act of 2009 HR 3825- Helping Homebuyers Act of 2009 HR 1245- Homebuyer Tax Credit Act of 2009 Tax Deductions for Start-Up Expenditures; Home Office Deductions HR 4637- Help Small Businesses Start and Grow Act of 2010 Tax Incentives for Historic Home Rehabilitation HR 3670- Historic Homeowners Revitalization Act of 2009 Tax Liability of Real Estate Partnerships/Treating Carried Interest as Ordinary Income Rather than Capital Gains HR 1935- A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services HR 4213- American Jobs and Closing Tax Loopholes Act of 2010 Relief for Victims of Gulf Cost Oil Spill HR 5598 - Oil Spill Tax Relief Act of 2010 Tax Credit for Hurricane and Tornado Mitigation Expenditures HR 308 - Hurricane and Tornado Mitigation Investment Act of 2009 Tax Credits for Energy/Water Efficiency HR 4226 - Expanding Building Efficiency Incentives Act of 2009 HR 1908 - A bill to amend the Internal Revenue Code of 1986 to provide a credit for property certified by the Environmental Protection Agency under the WaterSense program S 1321 - A bill to amend the Internal Revenue Code of 1986 to provide a credit for property labeled under the Environmental Protection Agency Water Sense program Changes to Information Reporting Requirements Related to Health Laws S 3578 - Small Business Paperwork Mandate Elimination Act Clarifications of Individuals' Employment Status S 3786 - Fair Playing Field Act of 2010 HR 6128Fair Playing Field Act of 2010 Changes to Energy-Related Tax Provisions S 3935 - A bill to amend the Internal Revenue Code of 1986 to improve and extend certain energy-related tax provisions, and for other purposes. Tax incentives for Commercial Real Estate Investment HR 6317 - A bill to amend federal law, including the Internal Revenue Code of 1986, to reform and encourage investment in commercial real estate, and for other purposes. Changes to Rates of Taxation, Preservation of Real Estate-Related Tax Provisions HR 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Draft Deficit Commission Report

Client expense: $4,760,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), 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), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), Vice President of the U.S., White House Office

Preserve publicly traded partnership status under Internal Revenue Code Section 7704 (g); 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. 2762; Administration's Green Book proposal on carried interest in the FY2011 Budget; H.R. 4213/S.3793, Tax Extenders Act of 2009 and Carried Interest as it relates to trade partnerships and enterprise value. H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services.

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

Government targets: SENATE

PL 111-5, American Recovery and Reinvestment Act of 2009 HR 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 HR 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. H.R. 4173, Wall Street Reform and Consumer Protection Act H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010.

Client expense: $176,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative and regulatory tax issues dealing with investment savings and investment savings vehicles, donor advised funds, tax compliance and reporting, and general corporate items during the 111th session of Congress. -H.R. 4337, The Regulated Investment Company Modernization Act of 2009 - Administration's Fiscal Year 2011 Revenue Proposals - H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 -H.R. 5297, the Small Business Lending Fund Act of 2010 -H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 -S. 3793, the Job Creation and Tax Cuts Act - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services - H.R. 1944: A bill to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income - S. 823, H.R. 2452, The "Net Operating Loss (NOL) Carryback Act. - S. 3777 & S.3783, Information Reporting Modernization Act of 2010 - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Provide legislative and other tax services related to corporate tax issues, international tax issues and pension issues during the 111th session of Congress on the following bills: - H.R. 1586: A bill to impose an additional tax on bonuses received from certain TARP recipients - H.R. 5328, the International Tax Competitiveness Act of 2010 - H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 - S. 3793, the Job Creation and Tax Cuts Act - S. 3513, the Bonus Depreciation Extension to Create Jobs Act - H.R. 5297, the Small Business Lending Fund Act of 2010 - H.R. 4173, the Dodd-Frank Wall Street Reform and Consumer Protection Act - S.506, H.R. 1265: A bill to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation, and for other purposes - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services - S. 3816, the Creating American Jobs and Ending Offshoring Act - H.R. 5982, the Small Business Tax Relief Act of 2010 - H.R. 6121. A bill to amend the Internal Revenue Code to extend the production tax credit and investment tax credit, to increase the investment tax credit with respect to equipment used to generate electricity by geothermal power, and to extend specified energy property grants under the American Recovery and Reinvestment Act - H.R. 5893, the Investing in American Jobs and Closing Tax Loopholes Act of 2010 - S. 3777 and S. 3783, Information Reporting Modernization Act of 2010 - S. 3513, the Bonus Depreciation Extension to Create Jobs Act - H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1935 to amend the IRC Code of 1986 to provide for the treatment of partnership interests held by partners providing services. NVCA opposes change to the characteritzation of partnership interests for the venture capital industry.

Client expense: $583,383 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Energy, Dept of, Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, White House Office

H.R. 1935 - Lobbied against changing "carried interest" tax provisions for certain real estate ventures. H.R. 4213 - American Jobs and Closing Tax Loopholes Act of 2009. Lobbied to extend certain tax provisions for commercial real estate. Lobbied against changing "carried interest" tax provisions for certain real estate ventures. HR 4226 - Expanding Building Energy Efficiency Act of 2009. Lobbied to increase the incentive amounts for energy efficiency upgrades. HR 3260 - Brownfields Remediation Permanent Tax Incentive Act of 2009. Lobbied to make environmental remediation expense permanent. S 1637 - Expanding Building Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. S 3079 - Building Star Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. HR 5476 - Building Star Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. H.R. 4306 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property. S. 3510 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property.

Client expense: $290,089 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Tax issues related to private equity Carried interest regulatory reform S.3793-The Job Creation & Tax Cuts Act of 2010 H.R.4853-The Middle Class Tax Relief Act of 2010 H.R.1935-To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interest held by partners providing services

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax issues related to private equity H.R.1935-To Amend the Internal Revenue Code of 1986 S.3793-The Job Creation & Tax Cuts Act of 2010 H.R.4853-The Middle Class Tax Relief Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

PL 111-5, American Recovery and Reinvestment Act of 2009 HR 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 HR 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. H.R. 4173, Wall Street Reform and Consumer Protection Act H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals relating to seniors housing, seniors housing residences, long-term care insurance, and carried interest. H.R. 1935, to amend the Internal Revenue Code to provide for the treatment of partnership interest held by partners providing services. S. 3793, Jobs Creation and Tax Cuts Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Impact of H.R. 1935 and Section 602 of H.R. 4213 on tax treatment of publicly traded partnerships.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services: entire bill. HR 4213, American Jobs Closing Tax Loopholes Act of 2010: tax treatment of partnerships. No specific bill number: matters relating to the tax treatment of partnership interests held by partners providing services.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Taxation of carried interests (H.R. 1935, H.R. 4213).

Client expense: Not reported · Firm income: Not reported

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

HR 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. BOMA opposes changing the characterization of carried interest in an investment partnership from a capital gain to ordinary income for income tax purposes. HR 4306, S 3510 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property. BOMA supports this legislation. S. 567 - to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividents of individuals at capital gains rates. BOMA supports repealing the 15% capital gains tax rate sunset provision. HR 426 - Green Roofing Energy Efficiency Act of 2009. BOMA supports changing the depreciation schedule to 20 years on any roof system on nonresidentil real property which meets the requirements of ASHRAE Standard 90.1-2004. HR 1194 - Fire Sprinkler Incentive Act of 2009. BOMA supports amending the Internal Revenue Code of 1986 to classify automatic fire sprinkler systems as a 5-year property for purposes of depreciation. HR 4213 - Tax Extenders Act of 2009. BOMA supports extending the expiring tax provision (including leasehold depreciation and brownfields remediation) but opposes raising the tax on carried interest to finance the tax cuts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. BOMA supports an extension of the Bush tax cuts for two years, including the current capital gains rate and tax extenders. H.R. 5901 - Real Estate Jobs and Investment Act. BOMA supports this bill, which would increase from 5 percent to 10 percent the amount a non-U.S. Citizen may own of certain real estate investment trusts (REIT) to be exempted from the higher tax on foreign investments in U.S. real property interests.

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA)

H.R.5660, "The Mainstreet Fairness Act," to promote simplification and fairness in the administration and collection of sales and use taxes. All provisions. H.R.1935, amends the Internal Revenue Code of 1986 provides for the treatment of partnership interests held by partners providing services. H.R.3525, to amend Internal Revenue Code of 1986 to provide for the treatment of bonds issued to finance renewable energy and efficiency. H.R.4839, amends Section 118 of the Internal Revenue Code regarding capital contributions by a non-shareholder to include partnerships. H.R.4306, amend IRC of 1986 to permanently extend 15 year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property. H.R.4213, "Tax Extenders Act of 2009," to extend certain expiring tax provisions, Title VI, Subtitle A, partnership interests held by partners providing services, became "American Jobs & Closing Tax Loopholes Act of 2010", Title IV, Revenue Offsets, Subtitle B412, same issue. H.R.5943, "The Community Recovery and Enhancement Act," amends the IRC to allow a new tax deduction for 50% of equity investment in commercial real property made to reduce the amount of indebtness secured by commercial real property. H.R.5901, "Real Estate Jobs and Investment Act of 2010," amends the IRC to increase allowable ownership in a REIT stock allowed by the Foreign Investment in Real Property Tax Act. Sec.1402 of Public Law 111-152 (Patient Protection and Affordable Care Act) imposes a 3.8% tax on net investment income beginning in 2013.

Client expense: $201,911 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), White House Office

Carried interest taxation (H.R. 1935); Dodd-Frank Wall Street Reform and Consumer Protection Act (H.R. 4173); Investment fund registration proposals; Qualified Small Business Stock proposals; SEC placement agent and campaign contribution proposals; Eurpoean Union Directive on Alternative Investment Fund Managers

Client expense: Not reported · Firm income: $80,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

FY2011 Budget of the United States Government (Carried Interest) 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. 4213, Unemployment Compensation Extension Act of 2010 (Carried Interest). H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (issues related to payfors)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax issues affecting private equity firms (H.R. 1935, to amend the Internal Revenue code of 1986 to provide for the treatment of partnership interests held by partners providing services; and H.R. 4213, American Workers, State, and Business Relief Act of 2010); tax issues regarding investment in certain debt securities; tax issues regarding certain investment in real property, merchant reporting; tax issues regarding corporate reorganizations. H.R. 5297, H.R. 4853

Client expense: Not reported · Firm income: $200,000

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Tax issues affecting private equity, including H.R. 1935; legislation to provide for the treatment of partnership interests held by partners providing services (carried interest issue); H.R. 4213, H.R. 4853

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Taxation of carried interest. S. 344, Hedge Fund Transparency Act, A bill to require hedge funds to register with the Securities and Exchange Commission, and for other purposes; (continuation on next page) H.R. 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. S. 3793, Job Creation and Tax Cuts Act of 2010 (tax extenders) H.R. 711, Hedge Fund Adviser Registration Act of 2009, To amend the Investment Advisers Act of 1940 to remove the registration exception for certain investment advisors with less than 15 clients. S. 1276, Private Fund Transparency Act of 2009, A bill to require investment advisers to private funds, including hedge funds, private equity funds, venture capital funds, and others to register with the Securities and Exchange Commission and for other purposes. H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (Became PL 111-312 on 12/17/10)

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

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

Modification and extension of withholding tax provision for foreign persons investing in U.S. mutual funds (IRC section 871(k), H.R. 4213, S.3793); taxation of carried interest (H.R. 1935, H.R. 4213, S. 3793).

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

Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S. 1637, House Energy Bill 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. 4213, Tax Extenders Act of 2009 H.R.4109, To amend the Internal Revenue Code of 1986 to allow the low income housing credit to be carried back 5 years, and for other purposes. S. 3578 / H.R. 5982 H.R.3659, Amend the Internal Revenue Code of 1986 to allow a credit against income tax for amounts paid for energy efficient property placed in service in commercial buildings pursuant to an approved energy efficiency plan. H.R.3660 , To amend the Internal Revenue Code of 1986 to promote tax parity between the residential and business fuel cell tax credits. H.R.3670, To amend the Internal Revenue Code of 1986 to expand the incentives for the rehabilitation of older buildings, including owner-occupied residences. H.R.3812, To amend the Internal Revenue Code of 1986 to encourage businesses to purchase commercial and residential property in distressed communities by providing an exclusion from tax on certain gains. H.R.3919, To amend the Internal Revenue Code of 1986 to provide for the designation of Clean Energy Business Zones and for tax incentives for the construction of, and employment at, energy-efficient buildings and clean energy facilities, and for other purposes. H.R. 4226, Expanding Building Efficiency Incentives Act of 2009 S. 2899, Renewable Energy Incentive Act H.R. 4256, Sustainable Property Grants Act of 2009 H.R. 5901, Real Estate Jobs and Investment Act of 2010, all provisions H.R. 5943, Community Recovery and Enhancement Act of 2010, all provisions H.R. 5982, Small Business Tax Relief Act of 2010 H.R. 5872, General and Special Risk Insurance Funds Availability Act of 2010, Section 101 H.R. 4853, 2001/2003 Tax Cuts and Estate Tax Relief

Client expense: $498,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Environmental Protection Agency (EPA), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Natl Economic Council (NEC), Natl Labor Relations Board (NLRB), Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

HR 1935 Carried Interest

Client expense: $68,691 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE

H.R. 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. Legislation to eliminate or limit the tax deduction for interest on inter-company debt.

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

Government targets: HOUSE OF REPRESENTATIVES

H.R. 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services.

Client expense: Not reported · Firm income: $33,333

Government targets: SENATE

H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. BOMA opposes changing the characterization of carried interest in an investment partnership from a capital gain to ordinary income for income tax purposes. H.R. 4306, S. 3510 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property. BOMA supports this legislation. S. 567 - A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates. BOMA supports repealing the 15% capital gains tax rate sunset provision for individuals and on the taxation of dividends at capital gains rates. H.R. 426 - Green Roofing Energy Efficiency Tax Act of 2009. BOMA supports changing the depreciation schedule to 20 years on any roof system on nonresidential real property which meets the requirements of ASHRAE Standard 90.1-2004. H.R. 1194 - Fire Sprinkler Incentive Act of 2009. BOMA supports amending the Internal Revenue Code of 1986 to classify automatic fire sprinkler systems as a 5-year property for purposes of depreciation. H.R. 4213 - Tax Extenders Act of 2009. BOMA supports extending the expiring tax provision (including leasehold depreciation and brownfields remediation) but opposes raising the tax on carried interest to finance the tax cuts.

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA)

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

Legislative and regulatory tax issues dealing with investment savings and investment savings vehicles, donor advised funds, tax compliance and reporting, and general corporate items during the 111th session of Congress. -H.R. 4337, The Regulated Investment Company Modernization Act of 2009 - Administration's Fiscal Year 2011 Revenue Proposals - H.R. 5486, the Small Business Jobs Tax Relief Act of 2010 -H.R. 5297, the Small Business Lending Fund Act of 2010 -H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 -S. 3793, the Job Creation and Tax Cuts Act - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services - H.R. 1944: A bill to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income - S. 823, H.R. 2452, The "Net Operating Loss (NOL) Carryback Act. - S. 3777 & S.3783, Information Reporting Modernization Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative and regulatory tax issues dealing with investment savings and investment savings vehicles, donor advised funds, tax compliance and reporting, and general corporate items during the 111th session of Congress. -H.R. 4337, The Regulated Investment Company Modernization Act of 2009 - Administration's Fiscal Year 2011 Revenue Proposals - H.R. 5486, the Small Business Jobs Tax Relief Act of 2010 -H.R. 5297, the Small Business Lending Fund Act of 2010 -H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 -S. 3793, the Job Creation and Tax Cuts Act - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services - H.R. 1944: A bill to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income - S. 823, H.R. 2452, The "Net Operating Loss (NOL) Carryback Act. - S. 3777 & S.3783, Information Reporting Modernization Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension of First-Time Homebuyer Tax Credit for Service Members HR 2398- Service Members First-Time Homebuyer Relief Act of 2009 HR 2562- Service Members Home Ownership Act of 2009 Expanding and Extending Tax Credits for Home Purchases and Allowing their Application Beyond First-Time Buyers HR 2655- A bill to amend the Internal Revenue Code of 1986 to expand and extend the first-time homebuyer credit HR 3640- A bill to amend the Internal Revenue Code of 1986 to extend and expand the first-time homebuyers credit and to provide a loss deduction on the sale of a principal residence HR 3902- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit and to eliminate the first-time homebuyer requirement and increase the adjusted gross income limitations with respect to such credit, and for other purposes S 1230- Home Buyer Tax Credit Act of 2009 HR 1453- A bill to amend the Internal Revenue Code of 1986 to extend and expand the homebuyer tax credit Expansion of First-Time Homebuyer Tax Credits HR 2606- Home Buying Credit Expansion Act HR 2619- A bill to amend the Internal Revenue Code of 1986 to temporarily expand the credit for first-time homebuyers to all homebuyers and to allow individuals a temporary refundable credit against income tax for the costs of refinancing acquisition indebtedness secured by their principal residence HR 2905- Homebuyer Tax Credit Expansion Act of 2009 Expansion of Small Business Health Coverage; Possible Limits on Itemized Deductions as Pay-Fors; Affordability Tax Credits HR 3200- America's Affordable Health Choices Act of 2009 HR 3962- Affordable Health Care for America Act S 1679- Affordable Health Choices Act S 1796- America's Healthy Future Act of 2009 S 979- Small Business Health Options Program (SHOP) Act HR 2360- Small Business Health Options Program (SHOP) Act of 2009 Extension of First-Time Homebuyer Tax Credit HR 1993- First-Time Homebuyer Credit Extension Act of 2009 HR 3761- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit, and for other purposes S 1678- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax c... HR 1344- Real Help for Homebuyers Act of 2009 HR 1767- Fair Housing Tax Credit Extension Act of 2009 HR 5168- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 5183- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 5188- A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit through December 31, 2010, and for other purposes HR 525- A bill to amend the Internal Revenue Code of 1986 to repeal the recapture rule of the first-time homebuyer credit and to extend the application of the credit through 2009 Home Purchase Tax Credit for First-Time Homebuyers S 253- Fix Housing First Homebuyer Tax Credit Act S 312- First-Time Homebuyers' Tax Credit Act of 2009 Homebuyer Tax Credit Administration HR 3901- Homebuyer Tax Credit Improvement Act of 2009 Modification of Homebuyer Tax Credits; Making Mortgage Interest Deduction Permanent HR 1805- American Working Families Tax Relief Act of 2009 Payroll Tax Treatment of Health Insurance Premiums Paid for Self-Employed Individuals HR 1470- Equity for Our Nation's Self-Employed Act of 2009 S 725- Equity for Our Nation's Self-Employed Act of 2009 Permission for Developers of Housing Financed through Disaster Relief Programs to Receive Tax Benefits as Grants Rather than Tax Credits HR 2995 - Disaster State Housing Recovery Act of 2009 Tax Credits for Certain Home Purchases HR 1119- A bill to amend the Internal Revenue Code of 1986 to expand the application of the homebuyer credit, and for other purposes HR 3760- Home Buyer Tax Credit Act of 2009 HR 3825- Helping Homebuyers Act of 2009 HR 1245- Homebuyer Tax Credit Act of 2009 Tax Deductions for Start-Up Expenditures; Home Office Deductions HR 4637- Help Small Businesses Start and Grow Act of 2010 Tax Incentives for Historic Home Rehabilitation HR 3670- Historic Homeowners Revitalization Act of 2009 Tax Liability of Real Estate Partnerships/Treating Carried Interest as Ordinary Income Rather than Capital Gains HR 1935- A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services HR 4213- American Jobs and Closing Tax Loopholes Act of 2010 Relief for Victims of Gulf Cost Oil Spill HR 5598 - Oil Spill Tax Relief Act of 2010 Tax Credit for Hurricane and Tornado Mitigation Expenditures HR 308 - Hurricane and Tornado Mitigation Investment Act of 2009 Tax Credits for Energy/Water Efficiency HR 4226 - Expanding Building Efficiency Incentives Act of 2009 HR 1908 - A bill to amend the Internal Revenue Code of 1986 to provide a credit for property certified by the Environmental Protection Agency under the WaterSense program S 1321 - A bill to amend the Internal Revenue Code of 1986 to provide a credit for property labeled under the Environmental Protection Agency Water Sense program Changes to Information Reporting Requirements Related to Health Laws S 3578 - Small Business Paperwork Mandate Elimination Act Clarifications of Individuals' Employment Status S 3786 - Fair Playing Field Act of 2010 HR 6128Fair Playing Field Act of 2010 Changes to Energy-Related Tax Provisions S 3935 - A bill to amend the Internal Revenue Code of 1986 to improve and extend certain energy-related tax provisions, and for other purposes. Tax incentives for Commercial Real Estate Investment HR 6317 - A bill to amend federal law, including the Internal Revenue Code of 1986, to reform and encourage investment in commercial real estate, and for other purposes.

Client expense: $4,500,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), 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), Transportation, Dept of (DOT), Treasury, Dept of, Veterans Affairs, Dept of (VA), Vice President of the U.S., White House Office

PL 111-5, American Recovery and Reinvestment Act of 2009 HR 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 HR 1935, To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services. H.R. 4173, Wall Street Reform and Consumer Protection Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative and regulatory services related to renewable energy, the production tax credit of section 45 and Treasury grants for renewable energy, including H.R. 4213, the Tax Extenders Act of 2009; H.R. 4169, the Tax Technical Corrections Act of 2009; S. 2826, the Clean Renewable Energy Advancement Tax Extension Jobs Act of 2009; S. 2857, the American Clean Technology Manufacturing Leadership Act; S. 1639, a bill to improve and extend certain energy-related tax provisions; S. 2899 and H.R.5931, the Renewable Energy Incentive Act; S. 3663, the Clean Energy Jobs and Oil Company Accountability Act of 2010; S. 3738, the Clean Energy Technology Leadership Act of 2010; H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; S. 3793, the Jobs Creation and Tax Cut Act.

Client expense: Not reported · Firm income: Not reported

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

Preserve publicly traded partnership status under Internal Revenue Code Section 7704 (g); 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. 2762; Administration's Green Book proposal on carried interest in the FY2011 Budget; H.R. 4213/S.3793, Tax Extenders Act of 2009 and Carried Interest as it relates to trade partnerships and enterprise value.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Oil-and-gas related taxes; intangible drilling costs (IDCs); "carried interests" issues; H.R. 1935, to amend the Internal Revenue Code to provide for the treatment of partnership interests held by partners providing services; tax-extenders packages; the President's FY 2011 Budget; H.R. 1935; PL 111-5, the American Recovery and Reinvestment Act of 2009.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 436 - Certain Estate Tax Relief Act of 2009; entire bill H.R. 1083 - The Business Activity Tax Simplification Act of 2009; entire bill H.R. 1265 - Stop Tax Haven Abuse Act; provisions relating to management and control of foreign corporations H.R. 1586 FAA Air Transportation Modernization and Safety Improvement Act; provisions relating to taxation of foreign operations H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; entire bill H.R. 2920 Statutory Pay Go Act of 2009; provisions relating to estate tax and middle class tax benefits H.R. 3408 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to limitation of independent contractor status for independent broker dealers H.R. 3905 Estate Tax Relief Act; entire bill H.R. 3933 - Foreign Account Tax Compliance Act of 2009; to ensure workable reporting requirements for mutual funds H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; entire bill H.R. 4191 - Let Wall Street Pay for the Restoration of Main Street Act of 2009; entire bill H.R. 4213 - American Workers, State, and Business Relief Act of 2010; provisions relating to tax extenders, carried interest, and fee disclosures H.R. 4337 - Regulated Investment Company Modernization Act of 2009; provisions relating to mutual funds H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010; provisions relating to small business capital gains exclusion and Build America Bonds H.R. 4899 Supplemental Appropriations Act, 2010; provisions related to GRATS H.R. 5297 Small Business Lending Fund Act of 2010; provisions relating to taxes affecting small business, partial annuitization, and expansion of Roth conversions H.R. 5486 Small Business Jobs Tax Relief Act of 2010; provisions relating to small business investment incentives and grantor retained annuity trust H.R. 5982 Small Business Tax Relief Act of 2010; provisions relating to repeal of 1099 reporting obligations enacted in health care reform H.R. 6128 Fair Playing Field Act of 2010; provisions that would affect use of independent contractors within the securities industry S. 506 - Stop Tax Haven Abuse Act; provision relating to managed and controlled foreign entities S. 567 - A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; entire bill S. 651 - Compensation Fairness Act of 2009; entire bill S. 722 - Taxpayer Certainty and Relief Act of 2009; provisions relating to capital gains, dividends, and estate tax S. 1007 - Excessive Pay Capped Deduction Act of 2009; entire bill S. 2784 - A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; entire bill S. 2869 Small Business Job Creation and Access to Capital Act of 2009; entire bill S. 2882 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to independent contractors within the securities industry S. 2927 - Wall Street Fair Share Act; entire bill S. 3513 Bonus Depreciation Extension to Create Jobs Act; entire bill S. 3773 Tax Hike Prevention Act of 2010; provisions relating to capital gains dividends and estate tax S. 3786 Fair Playing Field Act; provisions that would affect use of independent contractors within the securities industry S. 3793 Job Creation and Tax Cuts Act of 2010; entire bill S. 3816 Creating American Jobs and Ending Offshoring Act; entire bill Administrations FY 2011 budget proposals relating to Auto IRA retirement savings initiatives, taxation of life insurance companies, international taxation, tax treatment of capital gains and dividends, independent contractor, estate tax, and Financial Crisis Responsibility Fee

Client expense: $580,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1935 - Lobbied against changing "carried interest" tax provisions for certain real estate ventures. H.R. 4213 - American Jobs and Closing Tax Loopholes Act of 2009. Lobbied to extend certain tax provisions for commercial real estate. Lobbied against changing "carried interest" tax provisions for certain real estate ventures. HR 4226 - Expanding Building Energy Efficiency Act of 2009. Lobbied to increase the incentive amounts for energy efficiency upgrades. HR 3260 - Brownfields Remediation Permanent Tax Incentive Act of 2009. Lobbied to make environmental remediation expense permanent. S 1637 - Expanding Building Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. S 3079 - Building Star Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. HR 5476 - Building Star Energy Efficiency Incentive Act of 2009. Lobbied for financial incentives to increase energy efficiency in buildings. H.R. 4306 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property. S. 3510 - To amend the Internal Revenue Code of 1986 to permanently extend the 15-year recovery period for qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property.

Client expense: $139,998 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Provide legislative and other tax services related to corporate tax issues, international tax issues and pension issues during the 111th session of Congress on the following bills: - H.R. 1586: A bill to impose an additional tax on bonuses received from certain TARP recipients - H.R. 5328, the International Tax Competitiveness Act of 2010 - H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 - S. 3793, the Job Creation and Tax Cuts Act - S. 3513, the Bonus Depreciation Extension to Create Jobs Act - H.R. 5297, the Small Business Lending Fund Act of 2010 - H.R. 4173, the Dodd-Frank Wall Street Reform and Consumer Protection Act - H.R. 1935: A bill to amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services - S. 3816, the Creating American Jobs and Ending Offshoring Act - H.R. 5982, the Small Business Tax Relief Act of 2010 - H.R. 6121. A bill to amend the Internal Revenue Code to extend the production tax credit and investment tax credit, to increase the investment tax credit with respect to equipment used to generate electricity by geothermal power, and to extend specified energy property grants under the American Recovery and Reinvestment Act. - H.R. 5893, the Investing in American Jobs and Closing Tax Loopholes Act of 2010 - S. 3777 and S. 3783, Information Reporting Modernization Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE