To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.

Accounting and Tax issues related to Non US Insurers and Reinsurers, Natural Disaster Risk Financing: HR 4213, HR 3424, HR 3933, and S 1934

Client expense: $150,000 · Firm income: Not reported

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

Accounting and Tax issues related to Non US Insurers and Reinsurers, Natural Disaster Risk Financing HR 4213, HR 3424, HR 3933, and S 1934

Client expense: $150,000 · Firm income: Not reported

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

HR 3424-Tax provisions related to offshore reinsurance premiums

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Reinsurance taxation issues H.R. 3424 (deductions on non-taxed reinsurance premiums) H.R. 4213: Unemployment Compensation Extension Act of 2010

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

Implementation of the Foreign Account Tax Compliance Act of 2009, (specifically reporting and designation requirements for insurance) as included and passed in Pub. law No. 111-147, the Hiring Incentives to Restore Employment (HIRE) Act. H.R. 3424, legislation to alter tax treatment of legitimate foreign affiliate reinsurance transactions undertaken by U.S. subsidiaries of foreign parent corporations, related Senate Finance Committee draft proposal, and FY 2011 Administration budget provisions. TARP Responsibility Fee, specifically, initiatives to impose a TARP user tax on non-TARP recipients and property/casualty insurance firms.

Client expense: $1,180,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

HR 3408/S 2882: TAXPAYER RESPONSIBILITY, ACCOUNTABILITY, AND CONSISTENCY ACT OF 2009; ALL PROVISIONS OF THE BILL HR 3424: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO DISALLOW THE DEDUCTION FOR EXCESS NON-TAXED REINSURANCE PREMIUMS WITH RESPECT TO UNITED STATES RISKS PAID TO AFFILIATES; ALL PROVISIONS OF THE BILL NO SPECIFIC BILL: INTERNAL REVENUE SERVICE ISSUE RELATED TO EMPLOYEE/AGENTS SOCIAL SECURITY NUMBERS POSTED ON IRS WEBSITE

Client expense: $290,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

International taxation: Stop Tax Haven Abuse Act - HR 1265, S. 506 Proposal to alter tax treatment of affiliate reinsurance transactions - HR 3424 Proposal to disallow the deferral of overseas income

Client expense: $220,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 3424 - Affiliated reinsurance proposals and their consistency with U.S. WTO obligations.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1265 / S. 506 - To restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid Federal taxation. H.R. 1944 - To amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption for active financing income. H.R. 3424 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates. H.R. 4213 - Tax Extenders Act

Client expense: $1,202,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- PL 111-517, "Dodd-Frank Act", regarding all provisions. - HR 4596, "Holocaust Insurance Accountability Act", regarding all provisions. - HR 3424, "Affiliated Reinsurance", regarding all provisions. - HR 6099/ S 3760, "Auto IRA", regarding all provisions. - PL 111-508, Small Business Lending Fund Act, regarding partial annuitization. - HR 5993/ S 3718, "Retained Asset Accounts", regarding all provisions.

Client expense: $130,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues pertaining to affiliate reinsurance tax treatment. H.R. 3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates. Issues related to financial crisis responsibility fee.

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

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

Tax treatment of Property and Casualty Insurance and Reinsurance, including H.R. 3424, a bill to amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates; and the Administration's FY 2011 Budget Proposals.

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

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

Tax and retirement issues including lifetime payout of annuities and 401K fee issues, taxation of insurance products, and related-party reinsurance issues. H.R.1961 - Savings for American Families' Future Act of 2009 - savings incentives provisions H.R.2748 - Retirement Security Needs Lifetime Pay Act - all provisions S.1297 - Retirement Security for Life Act all provisions Administration FY2010 and FY2011 revenue proposals - Insurance-specific revenue proposals including the reduction in TRIA federal obligation provision, STOLI transactions, dividends received deduction (DRD), corporate owned life insurance (COLI), and auto-IRA savings provisions H.R.2110 - the Mobile Workforce State Income Tax Fairness and Simplification Act all provisions H.R.2452 - Net Operating Loss (NOL) Carry-Back Act all provisions H.R.3424 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates - related party reinsurance issues H.R. 4191 Let Wall Street Pay for the Restoration of Main Street Act of 2009 - all provisions Senate Tax Extenders taxation of carried interest, revenue raisers H.R.4213 Tax Extenders Act of 2009 revenue raisers, taxation of carried interest Financial Crisis Responsibility Fee (Administration Proposal) revenue provisions H.R. 3424 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates all provisions H.R.4213 - American Jobs and Closing Tax Loopholes Act of 2010 - Temporary extension of the NFIP H.R.4337/S.3948 Regulated Investment Company Modernization Act all provisions S.3946 - Small Business Paperwork Relief Act 1099 reporting provisions H.R.5297 - Small Business Jobs Act of 2010 1009 reporting provisions, including S.Amdt. 4595 and S.Amdt.4596

Client expense: $710,000 · Firm income: Not reported

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

National Flood Insurance Program Public Law 111-203, July 22, 2010 Affiliated Reinsurance Tax Issue HR 3424 Public Law 111-203 Natural Catastrophe Funds HR 2555, S505 Foreign Account Tax Compliance Act Holocaust Insurance Flood Insurance Reform Priorities Act of 2010 HR 5114 Multiple Peril Insurance Act of 2009 HR 1264

Client expense: $290,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Treasury, Dept of

Oppose H.R. 3424, to amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates; monitor implementation of proposed regulations related to the creation of a Federal Insurance Office and reinsurance and systemic risk (Public Law No: 111-203, Wall Street Reform and Consumer Protection Act of 2009).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act, derivatives issues; H.R.3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates; consolidation loan issues; issues related to SLARS (student loan auction rate securities).

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

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

H.R. 3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates, tax issues relating to non-US insurers and reinsurers.

Client expense: Not reported · Firm income: Not reported

efforts to increase taxes on affiliate reinsurance; H.R.3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates

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

Government targets: HOUSE OF REPRESENTATIVES

efforts to increase taxes on affiliate reinsurance; H.R.3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates

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

Government targets: HOUSE OF REPRESENTATIVES

H.R. 1020 - Arbitration Fairness Act of 2009 S. 931 - Arbitration Fairness Act of 2009 Asbestos Related Legislation Bankruptcy Transparency Issues S. 3305 - Big Oil Bailout Prevention Liability Act of 2010 Climate Change/Global Warming Coastal Wind Zone Proposal H.R. 3644 - Commission on Natural Catastrophe Risk Management and Insurance Act of 2007 Credit Scoring and the Use of Credit as Underwriting Tool Emergency Economic Stabilization Act of 2008 and TARP Related Issues H.R. 1409 - Employee Free Choice Act of 2009 S. 560 - Employee Free Choice Act of 2009 H.R. 1788 - False Claims Act Correction Act of 2009 Federal Resolution Authority Financial Services Systemic Risk Proposals Obama Administrations White Paper on Financial Services Modernization H.R. 5114 - Flood Insurance Reform Priorities Act of 2010 Health Care and Education Reconciliation Act of 2010 (Pub.L. 111-152) H.R. 4872 - Health Care and Education Reconciliation Act of 2010 H.R. 4626 - Health Insurance Industry Fair Competition Act S. 1681 - Health Insurance Industry Antitrust Enforcement Act of 2009 H.R. 2555 - Homeowners Defense Act of 2009 S. 505 - Homeowners Defense Act of 2009 H.R. 83 - Homeowners Insurance Protection Act of 2009 H.R. 2609 - Insurance Information Act of 2009 Legal Reform Low Income Tax Recapture Bonds H.R. 3424 - To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates. McCarran-Ferguson Reform and Modernization Medicare Secondary Payer and Workers' Compensation Settlement Agreements H.R. 635 - National Commission on State Workers Compensation Laws Act of 2009 H.R. 1264 - Multiple Peril Insurance Act of 2009 H.R. 2554 - National Association of Registered Agents and Brokers Reform Act of 2010 H.R. 1880 - National Insurance Consumer Protection Act H.R. 2571 - Non-admitted and Reinsurance Reform Act of 2009 S. 1363 - Non-admitted and Reinsurance Reform Act of 2009 H.R. 1260 - Patent Reform Act of 2009 S. 515 - Patent Reform Act of 2009 S. 610 - Patent Reform Act of 2009 H.R. 3590 - Patient Protection and Affordable Care Act S. 2478 - Remuneration for Ecological and Societal Tolls Occasioned by Reckless Errors Act H.R. 4173 - Restoring American Financial Stability Act of 2010 S. 1071 - Shareholders Bill of Rights Sunshine in Litigation Act of 2009 H.R. 2761 - Terrorism Risk Insurance Program Reauthorization Act of 2007, Continue to Monitor Legislation Passed December, 2007. H.R. 5297 - The Small Business Lending Fund Act of 2010 (Surety Bond Issues) H.R. 847 - James Zadroga 9/11 Health and Compensation Act of 2010

Client expense: $1,570,000 · Firm income: Not reported

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Support current tax treatment of Bermuda-based re-insurance companies doing business in the U.S; H.R. 3424, oppose enactment.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1265, HR 2452, HR 3424, HR 4853, HR 4951, S 506, S 823

Client expense: $810,000 · Firm income: Not reported

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 3424 a bill that would limit the deduction for reinsurance placed with a foreign affiliate, sponsored by Rep. Richard Neal

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

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

HR 3424 an act to reduce the deduction for reinsurance premiums paid to a foreign affiliate, sponsored by Rep. Richard Neal.

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

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

H.R. 3424, to amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates, issues relating to offshore affiliated reinsurance

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)

Federal tax matters relating to insurance companies; taxation of reinsurance; H.R. 3424

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

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

Misc tax issues; tax issues related to foreign insurance and reinsurance. HR 3424 (Neal); Foreign Account Tax Compliance Act

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

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

Proposals to change the taxation of related-party transactions entered into by certain foreign-based insurers. President Obama's FY 2011 Budget Proposal to disallow the deduction for reinsurance premiums paid to affiliates. H.R. 3424, to disallow the deduction for excess non-taxed reinsurance premiums with respect to U.S. risks paid to affiliates.

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

Government targets: White House Office

H.R. 3424, a bill to amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates, Section 1, relating to disallowing deductions for offshore reinsurance premiums H.R. 847, James Zadroga 9/11 Health and Compensation Act of 2010, Title III, provisions relating to raising revenue H.R. 5901, Real Estate Jobs and Investment Act of 2010, provisions relating to helping foreign investors access additional equity capital FY 2011 Budget, international tax provisions relating to foreign direct investment in the United States

Client expense: $741,755 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Security Council (NSC), SENATE, Treasury, Dept of, White House Office

Foreign reinsurance taxation (H.R. 3424); issues related to catastrophe bonds (S. 651, H.R. 1586). Issues related to IRC 162(m).

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

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

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 of 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, 2010. This Act increases reporting and withholding requirements for foreign financial firms. Exchange traded notes: for PIMCO followed issue through trade association, Investment Company Institute, ETN'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, 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. 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. Monitor extension of Bush-era tax cuts, H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

Client expense: $420,000 · Firm income: Not reported

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

H.R. 998 Policyholder Disaster Protection Act of 2009 (all provisions) Small Business Tax Issues (generally) Estate Tax Reform (generally) H.R. 308 Hurricane and Tornado Mitigation Investment Act of 2009 (all provisions) Extension of Income, Capital Gains and Dividend Tax Reforms (generally) H. Con. Res. 85 Congressional Budget for FY 2010 (tax provisions) S. 996-S-Corporation Modernization Act of 2009 (all provisions) H.R. 2910-S-Corporation Modernization Act of 2009 (all provisions) H.R. 4145- Permanent Estate Tax Relief for Families, Farmers and Small Buisnesses Act of 2009 (all provisions) S. Con. Res. 13- Senate Budget Resolution (tax provisions) H.R. 3424 Amends the Internal Revenue Code to deny a tax deduction for excess reinsurance premiums (all provisions) S. 3773 Tax Hike Prevention Act of 2010 (all provisions) S. 3578 Small Business Paperwork Mandate Elimination Act of 2010 (tax provisions) H.R. 5141 Small Business Paperwork Mandate Elimination Act of 2010 (tax provisions) H.R. 3905 Estate Tax Relief Act of 2009 (all provisions) H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (tax provisions) Senate Amendment 4753- Motion to amend H.R. 4853 (tax provision) S. 3946 Small Business Paperwork Relief Act (all provisions) S. 3307 Healthy, Hunger-Free Kids Act of 2010 (1099 tax provisions) H.R. 5297 Small Business Jobs & Credit Act (1099 tax provisions)

Client expense: $290,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Economic Council (NEC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 5141; HR 5982; S 3578 - repeal onerous new requirements for filing on 1099 forms; strongly support these repeal efforts HR 436, HR 498, HR 1960, HR 1986, HR 2023, HR 2658, HR 3463,HR 3841, HR 3905, HR 4015, HR 4035, HR 4154, HR 5475, S 722, S 2784, and S 3533 - various bills to extend, repeal, or make changes to the federal estate tax; Issue: need for certainty for our customers re the estate tax HR 4583 - Tax Relief, UI Reauthorization and Job Creation Act of 2010; issues; estate tax clarity, various tax extenders for businesses, repeal of S. 9006 (1099 reporting requirement) HR 5297 - Small business Jobs Act; Issue - unsuccessful attempt to repeal 1099 reporting provision by amendment HR 3424 - Disallow deduction for non-taxed reinsurance premiums; Issue: impact on reinsurance market

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3424, To amend the internal revenue code to disallow the deduction for excess non-taxed reinsurance premiums with respect to U.S. risks paid to affiliates.

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

Government targets: HOUSE OF REPRESENTATIVES

Affiliated/Unaffiliated Re-Insurance H.R. 3424: To Amend the Internal Revenue Code of 1986 to Disallow the Deduction for Excess Non-Taxed Reinsurance Premiums with Respect to United States Risks Paid to Affiliates

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5982 1099 Repeal with Tax Hike H.R. 3454 2011 National Defense Authorization Act H.R. 847 9/11 First Responder Bill H.R. 3081 Continuing Appropriations Act, 2011 H.R. 1586 Education, Jobs and Medicaid Funding Bill H.R. 915 FAA Reauthorization Bill H.R. 5857 Fair American Corporate Tax (FACT) Act H.R. 5893 Investing in American Jobs and Closing Tax Loopholes Act of 2010 HR 5660 Main Street Fairness Act H.R.5822 Military Construction and Veteran Affairs and Related Agencies Appropriations Act H.R. 5618 Restoration of Emergency Unemployment Compensation Act H.J.Res. 96 RSC Continuing Resolution, 2011 H.R. 4785 Rural Energy Savings Program Act H.R. 5297 Small Business Jobs Act H.R. 4899 Supplemental Appropriations Act, 210 S. 3773 Tax Hike Prevention Act H.R. 3424 To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates. H.R. 5850 Transportation, Housing and Urban Dvelopment Appropriations Act H.R. 4213 Unemployment Compensation Extension Act

Client expense: $260,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Communications Commission (FCC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 3424 To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.

Client expense: $260,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Communications Commission (FCC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

SEE ADDENDUM PAGE SPECIFIC LEGISLATION: HR 83-ALL PROVISIONS RELATING TO NATURAL DISASTER INSURANCE HR 998-ALL PROVISIONS RELATING TO CATASTROPHE RESERVES HR 1264-ALL PROVISIONS RELATING TO ADDING WIND TO THE NFIP HR 1583-ALL PROVISIONS RELATING TO MCCARRAN-FERGUSON ACT HR 1754-ALL PROVISIONS RELATING TO SYSTEMIC RISK OF INSURANCE INDUSTRY HR 1880-ALL PROVISIONS RELATING TO FEDERAL INSURANCE REGULATION HR 2554-ALL PROVISIONS RELATING TO INSURANCE AGENT LICENSING HR 2555-ALL PROVISIONS RELATING TO NATURAL DISASTER INSURANCE HR 2571-ALL PROVISIONS RELATING TO SURPLUS LINES INSURANCE HR 2609-ALL PROVISIONS RELATING TO OFFICE OF INSURANCE INFORMATION HR 3126-ALL PROVISIONS RELATING TO CONSUMER FINANCIAL PROTECTION AGENCY HR 3200-ALL PROVISIONS RELATING TO HEALTHCARE REFORM HR 3269-ALL PROVISIONS RELATING TO EXECUTIVE COMPENSATION HR 3424-ALL PROVISIONS RELATING TO OFFSHORE AFFILIATED REINSURANCE TAXES HR 3962-ALL PROVISIONS RELATING TO MCCARRAN-FERGUSON ACT & FTC JURISDICTION HR 4173-ALL PROVISIONS RELATING TO REGULATION OF INSURANCE HR 4790-ALL PROVISIONS RELATING TO SHAREHOLDER VOTES ON CORP. POLITICAL ACTIVITY S 505-ALL PROVISIONS RELATING TO NATURAL DISASTER INSURANCE S 664-ALL ISSUES RELATED TO SYSTEMIC RISK & INSURANCE REGULATION S 886- ALL PROVISIONS RELATING TO STATE CATASTROPHE INSURANCE PROGRAMS S 1363-ALL PROVISIONS RELATING TO SURPLUS LINES INSURANCE ISSUES WITHOUT SPECIFIC LEGISLATION: ADMINISTRATIONS EXECUTIVE COMPENSATION LEGISLATIVE PROPOSAL ADMINISTRATIONS SYSTEMIC RISK LEGISLATIVE PROPOSAL ADMINISTRATION'S FINANCIAL REGULATORY REFORM PROPOSAL FEDERAL REINSURANCE REGULATORY MODERNIZATION PROPOSALS FEDERAL RESERVES SYSTEMIC RISK LEGISLATIVE PROPOSAL FINANCIAL REGULATION ISSUES FOREIGN REINSURANCE TAXATION PROPOSALS NATIONWIDE INSURANCE CO.S ENHANCED HOMEOWNER INSURANCE POLICY PROPOSAL NATURAL DISASTER INSURANCE ISSUES NON-BANK FINANCIAL SERVICES SEIZURE AUTHORITY ISSUES REINSURANCE COLLATERAL ISSUES STATE INSURANCE REGULATION ISSUES SYSTEMIC RISK REGULATION ISSUES TREASURYS OFFICE OF NATIONAL INSURANCE LEGISLATIVE PROPOSAL

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

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

Implementation of the Foreign Account Tax Compliance Act of 2009, (specifically reporting and designation requirements for insurance) as included and passed in the Hiring Incentives to Restore Employment (HIRE) Act (PL 111-147). H.R. 3424, legislation to alter tax treatment of legitimate foreign affiliate reinsurance transactions undertaken by U.S. subsidiaries of foreign parent corporations, related Senate Finance Committee draft proposal, and FY 2011 Administration budget provisions. TARP Responsibility Fee, specifically, initiatives to impose a TARP user tax on non-TARP recipients and property/casualty insurance firms.

Client expense: $970,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

H.R. 4213 - American Workers, State, and Business Relief Act of 2010; treatment of losses. H.R. 3424, Broker Issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support current tax treatment of Bermuda-based re-insurance companies doing business in the U.S; H.R. 3424, oppose enactment.

Client expense: Not reported · Firm income: $180,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3424 - Affiliated reinsurance proposals and their consistency with U.S. WTO obligations.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues pertaining to affiliate reinsurance tax treatment. H.R. 3424, To amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates. Issues related to financial crisis responsibility fee.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3424: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO DISALLOW THE DEDUCTION FOR EXCESS NON-TAXED REINSURANCE PREMIUMS WITH RESPECT TO UNITED STATES RISKS PAID TO AFFILIATES; ALL PROVISIONS HR 5107/S 3254: EMPLOYEE MISCLASSIFICATION PREVENTION ACT; ALL PROVISIONS HR 6128/S 3786: THE FAIR PLAYING FIELD ACT OF 2010; ALL PROVISIONS NO SPECIFIC BILL; INDEPENDENT CONTRACTOR TAX STATUS, GENERAL DISCUSSIONS ON SEC. 530 OF THE REVENUE ACT OF 1978; ALL PROVISIONS NO SPECIFIC BILL: INTERNAL REVENUE SERVICE ISSUE RELATED TO EMPLOYEE/AGENTS SOCIAL SECURITY NUMBERS POSTED ON IRS WEBSITE

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE