To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes.

S. 567, taxation of dividends S. 773, Cybersecurity Act of2009 S. 807, Sound Management of America's Resources and Technologies for (SMART) Energy Act of2009 S.1091, Storage Technology of Renewable and Green Energy Act of 2009 S. 1399, Carbon Market Oversight Act of 2009 S. 1462, American Clean Energy Leadership Act S. 1622, Clean Air Protection Act S. 1643, Natural Gas Technologies S. 1733, Clean Energy Jobs and American Power Act S. 2877, Carbon Limits and Energy for America's Renewal (CLEAR) Act S. 2899, Renewable Energy Incentive Act S. 2921, California Desert Protection Act of2010 S. 3177, HomeStar S. 3310, Hiring Incentives to Restore Employment Act Jobs bill S. 3464, Practical Energy & Climate Plan Act of2010 S. 3480, Protecting Cyberspace as a National Asset Act of2010 S. 3495, Promoting Electric Vehicles Act of2010 S. 3513, Bonus Depreciation Extension to Create Jobs Act H.R. 1158/S. 306, Biogas Production Incentive Act of2009 H.R. 1622/S. 1350, research and development of natural gas vehicle technologies H.R. 1835/S. 1408, NAT GAS Act H.R. 2454, American Clean Energy and Security Act of 2009 H.R. 2477, Chemical Facility Security Authorization Act of2009 H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act H.R. 2847, Hiring Incentives to Restore Employment Act H.R. 2868, Chemical Facility Anti-Terrorism Act of2009 (CFAT) H.R. 2895, Solar Opportunity and Local Access Rights Act H.R. 3009, American-Made Energy Act of2009 H.R. 3029/S. 2900, re gas turbine efficiency R&D H.R. 3183/S. 1436, Energy and Water Appropriations S. 3217, Restoring American Financial Stability Act of2010 H.R.3246 : Advanced Vehicle Technology Act of2009 H.R. 4154, tax extenders H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 4149, to provide a renewable electricity integration credit H.R. 4213, Tax Extenders Act of2009 H.R. 4349, Hoover Power Allocation Act of2009 H.R. 4411, re rapid depreciation schedules for utility property H.R. 4554, Energy Assistance for American Families Act H.R. 4860, Electric Consumer Right to Know (e-Know) Act H.R. 5019, Home Star Energy Retrofit Act of2010 H.R. 5026, Grid Reliability and Infrastructure Defense (GRID) Act H.R. 5442/S. 3442, Electric Vehicle Deployment Act of2010 H.R. 5581, re financing qualified biogas property H.R. 5782, Pipeline Integration, Protection, Enforcement, and Safety Act Labor-HHS-Education appropriations for LIHEAP Electric Transmission line siting Regulation of greenhouse gases

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

Government targets: Agriculture, Dept of (USDA), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, White House Office

General discussion with Member and staff on estate tax reform; Administration's Green Book proposals on corporate owned life insurance and the dividend received deduction; Financial Regulatory Reform (e.g, H.R. 4173/S. 3217); financial services company assessment to prefund, bailout funding; H.R. 4154 (permanently extend 2009 estate tax levels); bank tax.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 275/S. 292, Withholding Tax Relief Act of 2009 H.R. 4213, Tax Extenders Act of 2009 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 H.R. 2847, the Hiring Incentives to Restore Employment Act, provisions on Payroll Tax S. 996, S Corporation Modernization Act of 2009 S. 3014, the Stabenow-Hatch American Job Creation and Investment Act H.R. 3590, the Patient Protection and Affordable Care Act and the related budget reconciliation legislation H.R. 4872, the Student Aid and Fiscal Responsibility Act of 2009, tax provisions H.R. 4191, Let Wall Street Pay for the Restoration of Main Street Act S. 2927, Wall Street Fair Share Act H.R. 1322, Emergency Retiree Health Benefits Protection Act of 2009 H.R. 1265/S. 506, Stop Tax Haven Abuse Act S. 722, Taxpayer Certainty and Relief Act of 2009 H.R. 422, to amend the Internal Revenue Code of 1986 to extend the research credit through 2010 and to increase and make permanent the alternative simplified research credit S. 1203, Grow Research Opportunities With Taxcredits' Help Act H.R. 436, Certain Estate Tax Relief Act of 2009 S. 1678, a bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit, and for other purposes H.R. 3463, Death Tax Repeal Permanency Act of 2009 H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 H.R. 3590, Patient Protection and Affordable Care Act H.R. 4872, Health Care and Education Reconciliation Act of 2010 H.R. 2847, Hiring Incentives to Restore Employment S. 3014/H.R. 4850, American Job Creation and Investment Act (bill number does not include year) S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 Potential tax gap proposals for small business on 1099 Corporate Reporting and potential tax extenders legislation (no specific legislation introduced) FY 2011 Obama Budget proposal on potential bank tax (no specific legislation introduced) Reid Jobs Bill (Sub Amendment to H.R. 2847) Issues related to estate tax, deferral, net operating loss, executive compensation, LIFO, and research & development (specific legislation not yet introduced) Official Covered Positions for Jonthan Jachym: Intern, SEC Office of International Affairs Intern, FINRA Division of Market Regulation Intern, FINRA Office of the General Counsel

Client expense: $25,120,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), St. Lawrence Seaway Development Corporation, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Estate Tax Repeal: Kyl/Lincoln Amendment to FY 2010 Budget - General Tax Issues: LIFO Accounting Method legislation included in FY 2010 Budget; H.R.4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; H.R. 3905, the Estate Tax Relief Act of 2009; .

Client expense: $225,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), 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. 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; H.R. 4853, Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010; H.R. 4853 (Senate amendment) Middle Class Tax Cut Act of 2010;

Client expense: $867,923 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 498 - Capital Gains and Estate Tax Relief Act of 2009 - Makes permanent the reduction in capital gains tax rates (from 20 to 15%) enacted by the Jobs and Growth Tax Relief and Reconciliation Act of 2003. H.R. 436 - Certain Estate Tax Relief Act of 2009 - Restores the tax on estates and generation-skipping transfers and the step-up in basis provisions for property acquired from a decedent, previously repealed by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA). Declares that the sunset provision (general terminating date of December 10, 2010) of EGTRRA shall not apply to title V of such Act ( Estate, Gift, and Generation-Skipping Transfer Tax Provisions). H.R. 755 - Amends the Internal Revenue Code to allow an individual taxpayer an exclusion from gross income of the gain from the sale or exchange of up to two residences (other than a principal residence) acquired after December 31, 2008, and before January 1, 2012. Limits the amount of such exclusion to $250,000 ($500,000 for married taxpayers filing a joint return). Allows a $500,000 exclusion amount for a surviving spouse who sells a residence within two years of the death of a spouse. H.R. 1245 - Homebuyer Tax Credit Act of 2009 - Amends the Internal Revenue Code to replace the current tax credit for first-time homebuyers with a one-time credit for 10% of the purchase price of a principal residence, up to $15,000. Requires repayment of credit amounts if the taxpayer sells or fails to occupy the residence within 24 months after the date of purchase. H.R. 3548 - Worker, Homeownership, and Business Assistance Act of 2009 - Included an extension of the current Homebuyer Tax Credit through April 30, 2010 (plus 60 days to close escrow), increased the income limitation, and expanded the credit to "step-up" buyers. Additionally, special provisions were added to allow greater and longer access to the tax credit for military personnel serving overseas. H.R.4154 - Permanent Estate Tax Relief For Families, Farmers, and Small Businesses Act of 2009 - Would permanently extend the 2009 exemption and tax rate. H.R.4213 - Tax Extenders Act of 2009 - One year extension of tax deductions that includes: the standard deduction for state and local property taxes, 15-year leasehold improvements, contributions of capital gain real property for conservation purposes, Brownfield Deduction, and Low-Income Housing Credit. Part of the offset for these tax extensions would be a change to the taxation of carried interest at regular income rates instead of at capital gain rates. H.R. 4853 - Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act - Will prevent a tax increase of the income tax brackets, capital gains, extend energy efficiency credits and the estate tax. H.R. 5623 Homebuyer Assistance and Improvement Act - Would extend the closing deadline for the homebuyer tax credit of up to $8,000 for the purchase of a principal residence to October 1, 2010. S. 2 - Middle Class Opportunity Act of 2009 - Declares that Congress should enact, and the President should sign, legislation to improve the lives of middle class families and provide them with greater opportunity to achieve the American dream by: providing middle class tax relief while making the tax laws simpler and more reliable. S. 1678 - Amends Internal Revenue Code provisions relating to the first-time homebuyer tax credit to: (1) extend such tax credit through May 31, 2010; (2) extend through December 31, 2009, the date until which purchases of a principal residence may be treated as made on December 31, 2008, for tax purposes; and (3) extend through May 31, 2010, the waiver of recapture requirements for residences purchased after December 31, 2008. C.A.R. is following and opposing a CBO report discussing the possibility of reducing the mortgage interest deduction (MID) from the present $1.1 million cap to $500,000, replacing the MID with a flat tax credit that is 15% of mortgage interest paid, and/or eliminating the deduction for all state and local taxes, including property taxes. C.A.R. expressed their concern and opposition to members of Congress regarding the President's proposed budget for FY 2011 and its proposed limitation on itemized deductions. C.A.R. commented on the National Commission on Fiscal Responsibility and Reforms' proposal to reduce and/or eliminate real estate tax provisions.

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

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Federal Housing Finance Agency (FHFA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), SENATE, Treasury, Dept of, Veterans Affairs, Dept of (VA)

S. 722 - A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. H.R. 3905 - To amend the Internal Revenue Code of 1986 to repeal the 1-year termination of the estate tax, to increase the estate and gift tax unified credit, and to coordinate a reduction in the maximum rate of tax with a phaseout of the deduction for State death taxes. H.R. 4154 - To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes. H.R. 4213 - To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 27 Medicare Fraud Prevention and Enforcement Act of 2009, a bill to amend title XVIII of the Social Security Act to establish additional provisions to combat waste, fraud, and abuse within the Medicare Program, and for other purposes; HR 43 and S 46, Medicare Access to Rehabilitation Services Act of 2009, a bill to amend title XVIII of the Social Security Act to repeal the Medicare outpatient rehabilitation therapy caps; S 54 Registered Nurse Safe Staffing Act of 2009, a bill to amend title XVIII of the Social Security Act to provide for patient protection by establishing minimum nurse staffing ratios at certain Medicare providers, and for other purposes; HR 319 Legal Immigrant Children's Health Improvement Act of 2009, a bill to amend titles XIX and XXI of the Social Security Act to permit States the option of coverage of legal immigrants under the Medicaid Program and the State children's health insurance program (SCHIP); S 214 Children's Health Equity Technical Amendments Act of 2009, a bill to amend title XXI of the Social Security Act to permit qualifying States to use their allotments under the SCHIP for any fiscal year for certain Medicaid expenditures; HR 465 a bill to amend titles XIX and XXI of the Social Security Act to permit States to ensure coverage without a 5-year delay of certain children and pregnant women under the Medicaid program and SCHIP; HR 487, a bill to waive the 35-mile requirement for designation of a critical access hospital under the Medicare program; HR 592 and S 264 E-Centives Act of 2009, a bill to amend title XIX of the Social Security Act to encourage the use of certified health information technology by providers in the Medicaid Program and the Children's Health Insurance Program, and for other purposes; S 295 Medicare Quality and Payment Reform Act of 2009, to amend title XVIII of the Social Security Act to improve the quality and efficiency of the Medicare program through measurement of readmission rates and resource use and to develop a pilot program to provide episodic payments to organized groups of multispecialty and multilevel providers of services and suppliers for hospitalization episodes associated with select, high cost diagnoses; HR 668 and S 307 Critical Access Hospital Flexibility Act of 2009, a bill to amend title XVIII of the Social Security Act to provide flexibility in the manner in which beds are counted for purposes of determining whether a hospital may be designated as a critical access hospital under the Medicare program and to exempt from the critical access hospital inpatient bed limitation the number of beds provided for certain veterans; HR 902 and S. 382 MediFair Act of 2009, a bill to amend title XVIII of the Social Security Act to improve the provision of items and services provided to Medicare beneficiaries residing in States with more cost-effective health care delivery systems; S 434 Empowered at Home Act of 2009, a bill to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community-based services under the Medicaid program, and for other purposes; S 438 Improved Medical Decision Incentive Act of 2009, a bill to provide for the voluntary development by States of qualifying best practices for health care and to encourage such voluntary development by amending titles XVIII and XIX of the Social Security Act to provide differential rates of payment favoring treatment provided consistent with qualifying best practices under the Medicare and Medicaid programs, and for other purposes; HR 1117 Medically Fragile Children's Act of 2009, a bill to amend title XIX of the Social Security Act to establish a State plan option under Medicaid to provide an all-inclusive program of care for children who are medically fragile or have one or more chronic conditions that impede their ability to function; S 712 Rural Medicare Equity Act of 2009, a bill to amend title XVIII of the Social Security Act to improve the Medicare program for beneficiaries residing in rural areas; HR 1776 Quality FIRST (From Incentives, Reporting, Standards, and Technology) Act of 2009, a bill to amend title XVIII of the Social Security Act to expand the development of quality measures for inpatient hospital services, to implement a performance-based payment methodology for the provision of such services under the Medicare Program; S 852 a bill to apply an alternative payment amount under the Medicare program for certain graduate medical education programs established to train residents displaced by natural disasters; HR 2068 Medicare Telehealth Enhancement Act of 2009, a bill to improve the provision of telehealth services under the Medicare Program; HR 2094 Physician Training Promotion Act of 2009, a bill to amend title XVIII of the Social Security Act to increase the per resident payment floor for direct graduate medical education payments under the Medicare Program; HR 2204 Medicare Access to Rural Anesthesiology Act of 2009, a bill to amend title XVIII of the Social Security Act to provide payment under part A of the Medicare Program on a reasonable cost basis for anesthesia services furnished by an anesthesiologist in certain rural hospitals in the same manner as payments are provided for anesthesia services furnished by anesthesiologist assistants and certified registered nurse anesthetists in such hospitals; HR 2443 Medicare Ambulance Access Preservation Act of 2009, a bill to amend title XVIII of the Social Security Act to preserve access to ambulance services under the Medicare Program; S 1079 Medicare Cost Contract Extension and Refinement Act of 2009, a bill to amend title XVIII of the Social Security Act to extend reasonable cost contracts under the Medicare program; HR 2534 Physician Pathology Services Continuity Act of 2009, a bill to amend title XVIII of the Social Security Act to provide for the treatment of certain physician pathology services under the Medicare Program; S 1110 Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009, a bill to amend title XVIII of the Social Security Act to create a sensible infrastructure for delivery system reform by renaming the Medicare Payment Advisory Commission, making the Commission an executive branch agency, and providing the Commission new resources and authority to implement Medicare payment policy; S 1114 Medical Homes Act of 2009, a bill to establish a demonstration project to provide for patient-centered medical homes to improve the effectiveness and efficiency in providing medical assistance under the Medicaid program and child health assistance under the State Children's Health Insurance Program; HR 2688 Empowered at Home Act of 2009, a bill to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community-based services under the Medicaid Program; HR 2692 and S 1171CAH Designation Waiver Authority Act of 2009, a bill to amend title XVIII of the Social Security Act to restore State authority to waive the 35-mile rule for designating critical access hospitals under the Medicare Program; HR 2718 Medicare Payment Advisory Commission (MedPAC) Reform Act of 2009, a bill to amend title XVIII of the Social Security Act to create a sensible infrastructure for delivery system reform by renaming the Medicare Payment Advisory Commission, making the Commission an executive branch agency, and providing the Commission new resources and authority to implement Medicare payment policy; S 1185 Medicare Financial Stability for Beneficiaries Act of 2009, a bill to amend titles XVIII and XIX of the Social Security Act to ensure that low-income beneficiaries have improved access to health care under the Medicare and Medicaid programs; S 1181 Healthy Living and Health Aging Demonstration Project Act of 2009, a bill to provide for a demonstration project to examine whether community-level public health interventions can result in lower rates of chronic disease for individuals entering the Medicare program; HR 2758 Medicare Specialty Care Improvement and Protection Act of 2009, a bill to amend part C of title XVIII of the Social Security Act with respect to Medicare special needs plans and the alignment of Medicare and Medicaid for dually eligible individuals; HR 2773 Medicare Transitional Care Act of 2009, a bill to amend title XVIII of the Social Security Act to cover transitional care services to improve the quality and cost effectiveness of care under the Medicare Program; S 1218 Urban Medicare-Dependent Hospitals Preservation Act of 2009, a bill to amend title XVIII of the Social Security Act to preserve access to urban Medicare-dependent hospitals; HR 2784 Partnership to Improve Seniors Access to Medicare Act, a bill to establish a loan repayment program for qualifying physicians and nurse practitioners participating in the Medicare Program; HR 2805 Ensuring Continuous Medicaid Coverage for Children Act of 2009, a bill to amend title XIX of the Social Security Act to require 12-month continuous coverage for children under Medicaid; HR 2859 Strengthening Medicaid for America's Children Act of 2009, a bill to amend title XIX of the Social Security Act to provide for application of an enhanced Federal matching rate for children under the Medicaid Program if certain conditions are met; S 1262 Medical Efficiency and Delivery Improvement of Care Act (MEDIC) of 2009, a bill to amend title VII of the Public Health Service Act and titles XVIII and XIX of the Social Security Act to provide additional resources for primary care services, to create new payment models for services under Medicare, to expand provision of non-institutionally-based long-term services, and for other purposes; S 1263 Senior Navigation and Planning Act of 2009, a bill to amend title XVIII of the Social Security Act to provide for advanced illness care management services for Medicare beneficiaries, and for other purposes; HR 2921a bill to amend title XVIII of the Social Security Act to provide for an annual review by the MedPAC on geographic access to services; S 1279 TARP Recipient Ownership Trust Act of 2009, a bill to amend the Medicare Prescription Drug, Improvement, and Modernization Act of 2003 to extend the Rural Community Hospital Demonstration Program; S 1300 Community and Rural Medical Residency Preservation Act of 2009, a bill to amend title XVIII of the Social Security Act to clarify intent regarding the counting of residents in a nonhospital setting under the Medicare program; S 1380 MedPAC Reform Act of 2009, a bill to amend title XVIII of the Social Security Act to create a sensible infrastructure for delivery system reform by renaming the MedPAC, making the commission an executive branch agency, and providing the Commission new resources and authority to implement Medicare payment policy; H.R. 3138 Physician Payments Sunshine Act of 2009, a bill to amend title XI of the Social Security Act to provide for transparency in the relationship between physicians and manufacturers of drugs, devices, biologicals, or medical supplies for which payment is made under Medicare, Medicaid, or SCHIP; HR 3141 Strengthening the Health Care Safety Net Act of 2009, a bill to amend title XIX of the Social Security Act to provide for a DSH redistribution pool from unexpended Medicaid DSH allotments in order to increase Medicaid DSH allotments for low DSH States and to provide grants for health access networks serving the uninsured; H.R. 3152 Helping Seniors Choose their Medicare Drug Plan Act, a bill to amend titles XVIII of the Social Security Act to ensure that low-income beneficiaries have improved access to prescription drugs under the Medicare and Medicaid programs; S. 1423 Medicaid Birth Center Reimbursement Act, a bill to amend title XIX of the Social Security Act to require coverage under the Medicaid Program for freestanding birth center services;. 1427 Department of Veterans Affairs Hospital Quality Report Card Act of 2009, a bill to amend title 38, United States Code, to establish a Hospital Quality Report Card Initiative to report on health care quality in Department of Veterans Affairs Medical Centers, and for other purposes; H.R. 3172 Senior Navigation and Planning Act of 2009, a bill to amend title XVIII of the Social Security Act to provide for advanced illness care management services for Medicare beneficiaries, and for other purposes; H.R. 3184 Medicare Independent Living Act of 2009, a bill to amend title XVIII of the Social Security Act to eliminate the in the home restriction for Medicare coverage of mobility devices for individuals with expected long-term needs; H.R. 3356 Medicare Beneficiary Freedom to Choose Act of 2009, a bill to amend title XVIII of the Social Security Act to clarify the use of private contracts by Medicare beneficiaries for professional services and to allow individuals to choose to opt out of the Medicare part A benefits; H.R. 3361 Medicare Patient Safeguards Act of 2009, a bill to provide a process for public comment and Medicare Evidence Development & Coverage Advisory Committee review of certain Medicare national coverage determinations; HR 3369 and S.1521 Improve Act of 2009, a bill to amend titles XVIII and XIX of the Social Security Act to require provider payments under Medicare and Medicaid to be made through direct deposit or electronic funds transfer (EFT) at insured depository institutions; S.1522 Outpatient Mental Health Modernization Act of 2009, a bill to amend title XVIII of the Social Security Act to stabilize and modernize the provision of partial hospitalization services under the Medicare program; H.R. 3374 Medicare and Medicaid Access Project through Information Technology (MAP IT) Act, a bill to provide for a demonstration project relating to the impact of health information technology on chronic disease management under the Medicare and Medicaid programs; H.R. 3430 DSH Collaborative Care Network Pilot Program Act of 2009, a bill to establish a Medicare DSH pilot program under which participants shall establish collaborative care networks to reduce the use of emergency departments, inpatient and other expensive resources of hospitals and other providers and provide more comprehensive and coordinated care to low-income individuals, including those without health insurance coverage, and to establish a Collaborative Care Network Center; Neal Letter to Pelosi, Opposition to the Independent Medicare Advisory Council (IMAC) and MedPAC Reform Act (HR 2718, S1110, S 1380); HR 3556 NO TITLE, a bill to require the Secretary of Health and Human Services to establish a self-referral disclosure protocol under the Medicare Program to enable health care providers of services and suppliers to disclose violations of section 1877 of the Social Security Act; S 1669 Equal Access to Medicare Options Act of 2009, a bill to provide all Medicare beneficiaries with the right to guaranteed issue of a Medicare supplemental policy; HR 3631 Medicare Premium Fairness Act, a bill to amend title XVIII to provide for the application of a consistent Medicare part B premium for all Medicare beneficiaries in a budget neutral manner for 2010; HR 3653 Medicare Card Security Act of 2009, a bill to amend title II of the Social Security Act to prohibit the display of Social Security account numbers on Medicare cards; HR 3663 NO TITLE, a bill to amend title XVIII of the Social Security Act to delay the date on which the accreditation requirement under the Medicare Program applies to suppliers of durable medical equipment that are pharmacies; HR 3665 Ryan White Grantee Medicaid Payment Equity Act of 2009, a bill to amend title XIX of the Social Security Act to provide for payment for Medicaid services furnished by Ryan White part C grantees under a cost-based prospective payment system; HR 3675 National Quality Cancer Care Demonstration Project Act of 2009, a bill to improve the quality and cost effectiveness of cancer care to Medicare beneficiaries by establishing a national demonstration project; HR 2962 Integrity in Medicare Advanced Diagnostic Imaging Act of 2009, a bill to amend title XVIII of the Social Security Act to exclude certain advanced diagnostic imaging services from the in-office ancillary services exception to the prohibition on physician self-referral; HR 3693 Ensuring the Future Physician Workforce Act of 2009, a bill to amend title XVIII of the Social Security Act to modify Medicare physician reimbursement policies to ensure a future physician workforce; HR 3961, HR 4154, S 1600 and Reid amendment 3305 Medicare Physician Payment Reform Act of 2009 and Statutory Pay-As-You-Go Act of 2009, a bill to amend title XVIII of the Social Security Act to reform the Medicare SGR payment system for physicians and to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration; HR 4250 Medicaid DSH Integrity Act, a bill to direct the Secretary of Health and Human Services to revise regulations implementing the statutory reporting and auditing requirements for the Medicaid disproportionate share hospital ("DSH") payment program to be consistent with the scope of the statutory provisions and avoid substantive changes to preexisting DSH policy; S 1776 Medicare Physician Fairness Act of 2009, a bill to amend title XVIII of the Social Security Act to provide for the update under the Medicare physician fee schedule for years beginning with 2010 and to sunset the application of the sustainable growth rate formula, and for other purposes; S 3000 a bill to extend the increase in the FMAP provided in the American Recovery and Reinvestment Act of 2009 for an additional 6 months; HR 4213 American Workers, State, and Business Relief Act of 2010 a bill that includes an extension of the Recovery Acts increased Federal match for state Medicaid programs. The passed bill extends the increased FMAP through June 30, 2011, which is estimated to provide states with an additional $25.5 billion in FMAP; Letter to Pelosi and Reid expressing opposition to establishment of an Independent Payment Advisory Board (IPAB); Medicaid FMAP ARRA Extension Letter to Senator Reid to include an extension of federal Medicaid assistance to states in legislative proposals to increase employment and rebuild the nations economy; Space, Burgess, Stearns and Engel House Health IT letter and Klobuchar and Hatch Senate Health IT letter to CMS urging a modification of CMS proposed definition of and requirements for hospitals to become qualified as meaningful users of certified electronic health record (EHR) technology; S 3028 Medicare Mental Health Inpatient Equity Act, to amend title XVIII of the Social Security Act to eliminate the 190-day lifetime limit on inpatient psychiatric hospital services under the Medicare program; HR 4872 The Health Care and Education Affordability Reconciliation Act of 2010, to provide for reconciliation pursuant to section 202 of the concurrent resolution on the budget for fiscal year 2010; Meetings with CMS to urge a different interpretation of the Medicare conditions of participation interpretive guidelines on governance which were intepreted to require that each organization with a CCN have a separate governing body, medical staff, etc. in order to be accredited ; HR 5712 Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 to provide for certain clarifications and extensions under Medicare, Medicaid, and the Children's Health Insurance Program; HR 6005 Ensuring Equality for Early EHR Adoption Act of 2010, to amend titles XVIII and XIX of the Social Security Act to provide for the temporary treatment of certain electronic health records as certified EHR technology for purposes of health information technology payment incentives under the Medicare and Medicaid Programs. Sen. Stabenow and Sen. Murkoswki, Rep. Crowley and Rep. Sessions letter to CMS asking to reevaluate the proposed IPPS regulations that will hit hospital payments in FY 2011; Rep. Pomeroy and Rep. Moran letter to CMS, regarding concerns of the proposed Medicare OPPS regulation for FY 2011 does not show continued access to full range of outpatient therapeutic services for small, rural & CAH hospitals; Discussion with CMS about implementation of the self-referral disclosure protocol; HR 5712 Veterans, Seniors, and Childrens Health Technical Corrections Act of 2010 or Physician Payment and Therapy Relief Act of 2010, to provide for certain clarifications and extensions under Medicare, Medicaid, and the Children's Health Insurance Program; HR 6005 Ensuring Equality for Early EHR Adoption Act of 2010, to amend titles XVIII and XIX of the Social Security Act to provide for the temporary treatment of certain electronic health records as certified EHR technology for purposes of health information technology payment incentives under the Medicare and Medicaid Programs.

Client expense: $5,390,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, White House Office

S. 567, re taxation of dividends S. 773, Cybersecurity Act of 2009 S. 807, Sound Management of America's Resources and Technologies for (SMART) Energy Act of 2009 S. 828, Renewable Fuels Pipelines Act of 2009 S.1091, Storage Technology of Renewable and Green Energy Act of 2009 S. 1399, Carbon Market Oversight Act of 2009 S. 1462, American Clean Energy Leadership Act S. 1622, Clean Air Protection Act S. 1643, Natural Gas Technologies S. 1733, Clean Energy Jobs and American Power Act S. 2877, Carbon Limits and Energy for America's Renewal (CLEAR) Act S. 2899, Renewable Energy Incentive Act S. 2921, California Desert Protection Act of 2010 S. 3177, HomeStar S. 3217, Restoring American Financial Stability Act of 2010 S. 3310, Hiring Incentives to Restore Employment Act Jobs bill S. 3464, Practical Energy & Climate Plan Act of 2010 S. 3480, Protecting Cyberspace as a National Asset Act of 2010 S. 3495, Promoting Electric Vehicles Act of 2010 S. 3513, Bonus Depreciation Extension to Create Jobs Act S. 3643, Oil Spill Response Improvement Act of 2010 S. 3663, Clean Energy Jobs and Oil Company Accountability Act of 2010 S. 3813, Amend PURPA to establish a Federal Renewable Electricity Standard S. 3815, Natural Gas Vehicle and Electric Vehicles Act of 2010 S. 3824, Strengthening Pipeline Safety and Enforcement Act of 2010 S. 3856, Pipeline Transportation Safety Improvement Act of 2010 S. 3935, Advanced Energy Tax Incentives Act of 2010 Job Creation and Tax Cut Act of 2010 (revised tax extenders) H.R. 1158/S. 306, Biogas Production Incentive Act of 2009 H.R. 1622/S. 1350, research and development of natural gas vehicle technologies H.R. 1835/S. 1408, NAT GAS Act H.R. 2454, American Clean Energy and Security Act of 2009 H.R. 2477, Chemical Facility Security Authorization Act of 2009 H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act H.R. 2847, Hiring Incentives to Restore Employment Act H.R. 2868, Chemical Facility Anti-Terrorism Act of 2009 (CFAT) H.R. 2895, Solar Opportunity and Local Access Rights Act H.R. 3009, American-Made Energy Act of 2009 H.R. 3029/S. 2900, re gas turbine efficiency R&D H.R. 3081, Continuing Resolution for FY 2011 Appropriations H.R. 3183/S. 1436, Energy and Water Appropriations H.R. 3246 : Advanced Vehicle Technology Act of 2009 H.R. 4154, tax extenders H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 4149, to provide a renewable electricity integration credit H.R. 4213, Tax Extenders Act of 2009 H.R. 4304, Beauty Mountain and Agua Tibia Wilderness Act of 2009 H.R. 4349, Hoover Power Allocation Act of 2009 H.R. 4411, re rapid depreciation schedules for utility property H.R. 4554, Energy Assistance for American Families Act H.R. 4790, Shareholder Protection Act of 2010 H.R. 4860/H.R. 5996, Electric Consumer Right to Know (e-Know) Act H.R. 5019, Home Star Energy Retrofit Act of 2010 H.R. 5026, Grid Reliability and Infrastructure Defense (GRID) Act H.R. 5442/S. 3442, Electric Vehicle Deployment Act of 2010 H.R. 5581, re financing qualified biogas property H.R. 5782, Pipeline Integration, Protection, Enforcement, and Safety Act Labor-HHS-Education appropriations for LIHEAP H.R. 6008, Corporate Liability and Emergency Accident Notification Act (CLEAN Act) H.R. 6295, Pipeline Safety and Community Empowerment Act of 2010 Electric transmission line siting Regulation of greenhouse gases Public Law # 111-312/ HR 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

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

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, State, Dept of (DOS), White House Office

H.R. 1 American Recovery and Reinvestment Act of 2009: Division A Appropriations Provisions, Title XIII Health Information Technology, Sec. 13405 Restrictions on certain disclosures and sales of health information; Sec. 13406 Conditions on certain contacts as part of health care operations. Division B Tax, Unemployment, Health, State Fiscal Relief and Other Provisions: Title I Tax Provisions, Sec. 1151 Increased exemption for commuter transit benefits; Sec. 1201 Special allowance for certain property acquired in 2009; Sec. 1202 Temporary increase in limitations on expensing of certain depreciable business assets; Sec. 1211 5-year carryback of operating losses of small businesses. Title III Premium Assistance for COBRA benefits (whole title). H.R. 2 The Childrens Health Insurance Program Reauthorization Act of 2009: Sec. 701 Increase in the Tobacco Excise Tax. H.R. 96 Save Family Owned Farms and Small Businesses Act of 2009: Section III Deduction for family-owned businesses. H.R. 205 Death Tax Repeal Act (whole bill). H.R. 436 Certain Estate Tax Relief Act of 2009 (whole bill). S. 722 Taxpayer Certainty and Relief Act of 2009: Title III Permanent Estate Tax Relief. HR 2021 The Savings Recovery Act of 2009, Sec. 411 Expansion of the corridor within which single-employer defined benefit plans are allowed to average asset value; Sec. 412 Extend period for single-employer defined benefit plans to amortize the shortfall amortization base for 2009 & 2010. HR 2989 The 401(k) Fair Disclosure and Pension Security Act of 2009, Sec. 301 Election to use the yield curve; Sec. 302 Effective date of regulations; Sec. 305 Five-year extension of automatic amortization extension period for multiemployer plans. HR 498 The Capital Gains and Estate Tax Relief Act of 2009 - Whole bill. HR 2023 Sensible Estate Tax Act of 2009 - Whole bill. HR 3227 / S. 1313, The Good Samaritan Hunger Relief Tax Incentive Extension Act of 2009 - whole bill. HR 3936 Preserve Benefits and Jobs Act of 2009 (whole bill) HR 4154 - Permanent Estate Tax Relief for Families, Farmers and Small Business Act of 2009 (whole bill) HR 4213 - Tax Extenders Act of 2009 Sec. 114 - 15-year straight-line cost recovery Sec. 132 - Enhanced food donation tax credit HR 2847 - Hiring Incentives to Restore Employment Act - Division A HR 4213 - American Workers, State and Business Relief Act, Sec. 141 - Enhanced Food Donation, Title III - Pension Funding Relief S. 3157 - A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to allow time for pensions to fund benefit obligations in light of economic circumstances in the financial markets of 2008, and for other purposes (whole Bill). HR 3962 Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 - Title II - Pension Funding Relief HR 5297 Small Business Jobs and Credit Act of 2010 Sec 2021 - Increased 179 expensing Sec 2022 - Enhanced Depreciation HR 5141 / S 3578, the Small Business Paperwork Mandate Elimination Act (whole bill) S. 3946, Small Business Paperwork Relief Act (whole bill) HR 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 TITLE ITEMPORARY EXTENSION OF TAX RELIEF TITLE IIITEMPORARY ESTATE TAX RELIEF TITLE IVTEMPORARY EXTENSION OF INVESTMENT INCENTIVES TITLE VITEMPORARY EMPLOYEE PAYROLL TAX CUT TITLE VIITEMPORARY EXTENSION OF CERTAIN EXPIRING PROVISIONS Subtitle CBusiness Tax Relief Sec. 737. 15-year straight-line cost recovery for qualified leasehold improvements, qualified restaurant buildings and improvements, and qualified retail improvements. Sec. 740. Enhanced charitable deduction for contributions of food inventory. Sec. 757. Work opportunity credit.

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

Government targets: Agriculture, Dept of (USDA), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Bureau of Investigation (FBI), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), SENATE, 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

H.R. 3854- Small Business Financing and Investment Act H.R. 43/S. 46- Medicare Access to Rehabilitation Services Act of 2009 H.R. 3962- Affordable Health Care Act for America H.R. 3590- Patient Protection and Affordable Care Act Non-discrimination Physician Practice Information Survey Red Flag Rules H.R. 1829/ S. 950 - Medicare Patient Access to Physical Therapists Act of 2009 H.R. 4872- Health Care & Education Affordability Reconciliation Act H.R. 4691-Temporary Extension Act of 2010 H.R. 4851-Continuing Extension Act of 2010 H.R. 4231-Tax Extenders Act of 2010 H.R. 4154- American Workers State and Business Relief Act of 2010 Opt-Out Locum Tenens Consumer Financial Protection Bureau Authority over Health Care Providers/Physical Therapy H.R. 4213- American Jobs, Closing Loopholes and Preventing Outsourcing Act H.R. 3962- Preservation of Access to Care for Medicare Beneficiaries & Pension Relief Act Repeal of 1099 Tax Filing Requirement S. 3987 Red Flag Program Clarification Act

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Medicare Payment Advisory Commission (MedPAC), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Veterans Affairs, Dept of (VA), White House Office

H.R. 43/S.46 - Medicare Access to Rehabilitation Services Act of 2009 H.R. 1137 - Athletic Trainers' Equal Access to Medicare Act of 2009 H.R. 1829/ S. 950 - Medicare Patient Access to Physical Therapists Act of 2009 H.R. 1430 - The Medicare Oral Health Rehabilitative Enhancement Act Revisions to the home health assessment instrument OASIS National Quality Forum home health quality measures Cardiac and Pulmonary Rehab national coverage policies AHRQ technical assessment of negative pressure wound therapy devices Comprehensive assessment regarding the development of HCPCS codes for negative pressure wound therapy (sign on) Analysis of the Inpatient Rehabilitation Condition of Participation (COP) on rehab agencies Importance of support personnel and related services under IDEA and ESEA. Development of a Plan to Transition to a Medicare Value-Based Purchasing (VBP) Program for Physician and Other Professional Services Issues Paper (comments) Changes to Medicare payment policies (STATS workgroup), development of short-term alternatives Section 427 of Medicare, Medicaid and SCHIP Benefits Improvement and Protection Act of 2000 (BIPA) Quality Measures Medically Unbelievable Edits (comments) DMEPOS Accreditation AMA Physician Consortium for Performance Improvement EMG performance Physical Medicine and Rehabilitation LCD (comments) Physician Quality Reporting Initiative Provider Enrollment Post Acute Care Issues-HHPPS Proposed Rule 2011, SNF Updates 2011 Post Acute Care Payment Reform Demonstration, including development and testing of CARE tool Development of long term alternatives to the therapy cap - "Developing Outpatient Therapy Alternatives Project" (DOTPA) Medicare Orthotics and Prosthetics Physician Fee Schedule Update Sustainable Growth Rate (SGR) Inpatient Rehab Issues Medicaid Rules H.R. 1094- The Medicare Home Health Flexibility Act Inclusion of Physical Therapists in the Medicare & Medicaid Health Information Technology incentives S. 1213- Patient Centered Outcomes Research Act of 2009 H.R. 2068- Medicare Telehealth Enhancement Act of 2009 H.R. 1094- Medicare Home Health Flexibility Act The Addition of a program to the Center for Medicare Services Innovation Center to research direct access models for expanding access to physical therapy for Medicare beneficiaries. Medicare SNF PPS FY 2010 Medicare IRF PPS FY 2010 Medicare Home Health PPS CY 2010 H.R. 3590 Patient Protection and Affordable Care Act Physician Practice Information Survey (PPIS) H.R. 4371- To amend title XVIII of the Social Security Act to continue using 2009 Medicare practice expense relative value units for certain cardiology services. H.R. 4872- Health Care & Education Affordability Reconciliation Act H.R. 4851-Continuing Extension Act of 2010 H.R. 4154- American Workers State and Business Relief Act of 2010 H.R. 4662- Lymphedema Diagnosis and Treatment Cost Saving Act of 2010 H.R. 3962- Preservation of Access to Care for Medicare Beneficiaries & Pension Relief Act H.R. 4213- American Jobs, Closing Loopholes and Preventing Outsourcing Act 2011 Medicare Physician Fee Schedule Proposed Rule Health Care Truth and Transparency Legislative Recommendations for Medicaid & CHIP- RFI June 2010 MedPAC Report to Congress-Aligning Incentives in Medicare H.R. 2575/S.3220 -Prosthetic and Custom Orthotic Parity Act of 2009 H.R. 2479- Medicare Orthotics and Prosthetics Improvement Act of 2009 HIT Rules- Meaningful Use Health Exchanges Proposed Rule Multiple Procedure Payment Reduction In Office Ancillary Services/Self Referral Annual Wellness Visit Rule Extension of Federal Medical Assistance Percentages H.R. 4994- the Medicare and Medicaid Extenders Act H.R. 5712- the Physician Payment and Therapy Relief Act of 2010 Comments on Physician Compare Federal External Review Process Comments

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

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Medicare Payment Advisory Commission (MedPAC), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), Veterans Affairs, Dept of (VA), White House Office

Estate Tax Repeal: Kyl/Lincoln Amendment to FY 2010 Budget - General Tax Issues: LIFO Accounting Method legislation included in FY 2010 Budget; H.R.4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; H.R. 3905, the Estate Tax Relief Act of 2009; the extension of current tax provisions set to expire 12/31/10, no specific legislation; H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 .

Client expense: $185,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

General discussion with Member and staff on estate tax reform; Administration's Green Book proposals on corporate owned life insurance and the dividend received deduction; financial services company assessment to prefund, bailout funding; H.R. 4154 (permanently extend 2009 estate tax levels); bank tax. H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 350 An original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. HR 436 To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, and for other purposes. H.R. 1944 to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4154: To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration. HR 4191 Securities Transaction Tax bill would impose a transaction tax of 0.25 percent on stock transactions and 0.02 percent on futures, swaps, and credit default swaps. H.R.4213: To amend the Internal Revenue Code of 1986 to extend certain expiring provisions H.R.4337/S 3948: Regulated Investment Company Modernization Act of 2009 - certain tax rules applicable to funds to similar rules applicable to individuals or real estate investment trusts. H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. S.722 A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S. 1007 to amend the Internal Revenue Code of 1986 to deny a deduction for excessive compensation of any employee of an employer S. 2927, to amend the Internal Revenue Code of 1986 to impose a tax on certain securities transactions to fund job creation and deficit reduction, and for other purposes;

Client expense: $425,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009,all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4213, Unemployment Compensation Extension Act of 2010, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

Client expense: $2,180,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009 aka Unemployment Compensation Extension Act of 2010, all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill H.R. 4853, Airport and Airway Extension Act of 2010, Part III, all provisions [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Health Care Reform Social Security payroll tax reduction impact on selected federal, state, local government workers Streamline Sales Tax Employer provided mass transit commuter tax benefit Expiring individual income tax cuts - extension of middle class tax cuts for those earning <$200K/$250K, expiration of tax cuts for those earning >$200K/$250K Employer provided educational subsidy, Section 127 Emergency unemployment insurance benefits HR 4213 - Aid to States HR 4213, HR 2847, HR 4691, HR 4853 - Expiring Tax Cuts, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 HR 5297 - Small Business taxes HR 1083 - Business Activity Tax Estate Tax HR 2454, HR 4154, S 722 - Estate Tax Extension S 1023 - Tourism Promotion Act/Online Travel Collection

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

Government targets: Agriculture, Dept of (USDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

H.R. 1, American Recovery and Reinvestment Act, all provisions H.R. 1944, To Permanently Extend the Subpart F Exemption for Active Financing Income, all provisions H.R. 1575, End Government Reimbursement of Excess Executive Disbursements (END GREED) Act, all provisions H.R. 1083, Business Activity Tax Simplication Act of 2009, all provisions H.R. 1664, To Amend the Executive Compensation Provisions of the Economic Stabilization Act of 2008, all provisions H.R. 4213, Tax Extenders Act of 2009 aka Unemployment Compensation Extension Act of 2010, all provisions H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009, all provisions H.R. 4109, Low Income Housing Tax Credit of 2009, all provisions H.R. 4849, The Small Business and Infrastructure Jobs Act , all provisions H.R. 2847, Hiring Incentives to Restore Employment Act, all provisions H.R. 4872, Heath Care and Education Reconciliation Act of 2010, all provisions H.R. 5486, To provide tax incentives for job creation H.R. 5297, Small Business Lending Act H.R. 5294, Tax Information for New Fiscal Oversight Bill H.R. 4853, Airport and Airway Extension Act of 2010, Part III, all provisions [No Bill Number], Tax Extenders/UI-Cobra Funding [No Bill Number], Issues realted to taxation of FDI in Mexico

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Saver's Credit Expansion Estate Tax in the following bill: HR 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 Charitable IRA Rollovers and Roth 457(b) in the following bills: HR 4213 - Tax Extenders Act of 2009 S 2973 - Small Business Job Creation Tax Act of 2010 S 3024 - Job Impact Analysis Act of 2010 S 3103 - Small Business Job Creation Act of 2010 S 3228 - Small Business Innovation to Job Creation Act of 2010 HR 5297 - Small Business Jobs and Credit Act of 2010 Extension of 2001 and 2003 tax cuts in the following bill: HR 4853 - The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 Tax Treatment of Regulated Investment Companies (RIC) in the following bill: HR 4337 - Regulated Investment Company (RIC) Modernization Act

Client expense: $340,000 · Firm income: Not reported

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

H.R. 3936; S. 3157; H.R. 3692; H.R. 5297; H.R. 4213; H.R. 4154 Tax credit for employer contributions to multiemployer pension plans; grant of authority to PBGC to waive PPA rules on acceptance of collective bargaining agreements by multiemployer pension plans.

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

Government targets: HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE

Implementation of H.R. 2419, the Food, Conservation and Energy Act of 2008, with respect to farm program authorization titles, farm program administration titles, agricultural research title, crop insurance title, the conservation title, disaster assistance title, export guarantees, Cotton Research and Promotion amendments, and section 1619 of such Act Agriculture appropriations for 2011 fiscal year, specifically program funding for USDA APHIS, ARS, FSA and FAS Budget resolution for 2011 fiscal year Development of 2012 farm legislation Doha Round multilateral trade negotiations, specifically concerning U.S. negotiating positions with respect to trade in agricultural products and disciplines on domestic support for agriculture Issues related to the WTO Trade Dispute with Brazil Enactment and implementation by CFTC of H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act Issues related to EPAs development of a National Pollutant Discharge Elimination System general permit for certain pesticide uses under the Clean Water Act as mandated by the Sixth Circuit decision in NCC v. EPA Administrative implementation of the Crop Assistance Program by USDA H.R. 4154, Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act of 2009 H.R. 2749, Food Safety Enhancement Act of 2009 S. 510, FDA Food Safety Modernization Act H.R. 5393 and S. 3741, Textile Enforcement and Security Act of 2010 H.R. 2378, Currency Reform for Fair Trade Act of 2009 H.R. 4380, U.S. Manufacturing Enhancement Act of 2010 H.R. 4692, National Manufacturing Strategy Act of 2010 H.R. 5098, Americas Commitment to Clean Water Act S. 787, Clean Water Restoration Act S. 1816, Chesapeake Clean Water and Ecosystem Restoration Act H.R. 2868, Chemical and Water Security Act of 2009 S. 2996, Continuing Chemical Facilities Antiterrorism Security Act of 2010 S. 3464, Practical Energy and Climate Plan Act S. 3735, FIFRA Paperwork Reduction Act and companion bills, H.R. 6087 and H.R. 6273 S. 3834, Representation for Farmers Act S. 3221 and companion legislation, H.R. 6418, bills to amend the Farm Security and Rural Investment Act of 2002 to suspend borrower limit terms on USDA-FSA guaranteed farm loans Issues related to USDA-FSA cotton flow reports Issues related to USDA-FSA approval of specification recommendations for cotton bale packaging materials Issues related to USDA-APHIS trial program for electronic signatures on phytosanitary certificates Issues related to the use and registration of crop protection products in communications and meetings with EPA Office of Pesticide Programs Contacts with USDA, EPA, FDA, USTR, and the State Department regarding domestic and international regulations for transgenic crop varieties Issues related to proposed new airborne pollutant standards Issues related to EPA consideration of individual state applications for section 24c exemptions from refuge requirements for planting cotton varieties containing the two gene Bt trait OSHA proposals on workplace noise exposure standards and enforcement, combustible dust, illness/injury prevention program and MSD reporting Amendments to repeal or modify IRS-1099 reporting requirements Proposal to expand Reconstruction Opportunity Zones in Pakistan and Afghanistan Issues related to restrictions of cotton exports by India Issues related to the negotiations for the establishment of a Trans-Pacific Partnership agreement Issues related to Congressional enactment of legislation necessary to implement free trade agreements with Colombia, Panama and the Republic of Korea H.R. 6517, Omnibus Trade Act of 2010 Issues related to the quality valuations for purposes of determining crop insurance losses

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

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Occupational Safety & Health Administration (OSHA), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

Agriculture/food-related provisions of: H.R.435, to amend the 1986 Internal Revenue Code to extend credit on renewable energy-produced electricity. H.R.451, to amend the 1986 Internal Revenue Code to extend credit on renewable energy-produced electricity. H.R.1743, to amend the 1986 Internal Revenue Code to extend credit on renewable energy-produced electricity. H.R.1337, to amend 1986 Internal Revenue Code to reduce carbon dioxide in the U.S. domestic energy supply. H.R.2037, to amend 1986 Internal Revenue Code to provide exception to renewable energy credit. H.R.1637, to amend the 1986 Internal Revenue Code to improve energy-related tax provisions. H.R.1639, to amend the 1986 Internal Revenue Code to improve energy-related tax provisions. S.1589, to amend the 1986 Internal Revenue Code regarding biodiesel production incentives. H.R.4154, to amend the 1986 Internal Revenue Code to repeal new carryover basis rules. H.R.5486, to amend the 1986 Internal Revenue Code to provide tax incentives for small business job creation. S.3440, Emergency Biodiesel Tax Incentive Extension Act of 2010. H.R.5893, Investing in American Jobs and Closing Tax Loopholes Act of 2010/ H.R.5982, Small Business Tax Relief Act of 2010. S.3664, Family Farm Estate Tax Deferral Act of 2010. Issues other than legislation: Targeted tax reductions. Tax exemption for farmland sold with residence. Tax credits for state and local property taxes. Federal estate tax reform. Tax deductibility of insurance premiums. Tax credits for renewable energy. Tax credits for small businesses.

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

Government targets: Agriculture, Dept of (USDA), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Indian Affairs (BIA), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Farm Credit Administration, Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), Government Accountability Office (GAO), 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), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Aeronautics & Space Administration (NASA), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR)

S. 2927, Wall Street Fair Share Act S. 510, FDA Food Safety Modernization Act, including the Baucus amendment, the Johanns amendment, and provisions relating to 1099 reporting S. 3793, Job Creation and Tax Cuts Act of 2010, including provisions related to tax extenders and revenue offsets S. 3946, Small Business Paperwork Relief Act, including provisions related to 1099 reporting S. 722, Taxpayer Certainty and Relief Act of 2009 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 3816, Creating American Jobs and Ending Offshoring Act S. 1203, Grow Research Opportunities With Taxcredits' Help Act S. 996, S Corporation Modernization Act of 2009 S. 1678, A bill to amend the Internal Revenue Code of 1986 to extend the first-time homebuyer tax credit, and for other purposes S. 3773, Tax Hike Prevention Act of 2010 S. 3976, Emergency Senior Citizens Relief Act of 2010 H.R. 4191, Let Wall Street Pay for the Restoration of Main Street Act of 2009 H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, including all provisions related to Titles I, II, III, IV, VI, and VII H.R. 5297, Small Business Jobs Act of 2010, including the Johanns amendment, the Nelson amendment, as well as issues related to 1099 information reporting H.R. 847, James Zadroga 9/11 Health and Compensation Act of 2010, including provisions related to Title III H.R. 1322, Emergency Retiree Health Benefits Protection Act of 2009 H.R. 422, To amend the Internal Revenue Code of 1986 to extend the research credit through 2010 and to increase and make permanent the alternative simplified research credit H.R. 5486, Small Business Jobs Tax Relief Act of 2010 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 H.R. 436, Certain Estate Tax Relief Act of 2009 H.R. 3463, Death Tax Repeal Permanency Act of 2009 H.R. 4213, Unemployment Compensation Extension Act of 2010 H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 H.R. 6415, Tax Relief Certainty Act H.R. 275 / S. 292, Withholding Tax Relief Act of 2009, including provisions related to repealing the 3% Tax Withholding Law H.R. 5141 / S. 3578, Small Business Paperwork Mandate Elimination Act, including provisions related to 1099 information reporting H.R. 1265 / S. 506, Stop Tax Haven Abuse Act Extension of Bush tax cuts (expiring 2001 and 2003) Issues related to estate tax, deferral, net operating loss, executive compensation, LIFO, research & development, limitation on the deductibilty of treaty benefits, transfer pricing, earnings stripping, dual capacity foreign tax credit, 2001 and 2003 tax extenders, unemployment, insurance, active finance, CFC look-through, AMT, a financial crisis responsibility fee, IRS 2010-0 reporting of uncertain tax positions, marginal income tax rates, estate tax reform, capital gains and dividend tax rates (specific legislation not yet introduced) Continued from pg # 17: Cholly Smith - Legislative Assistant, Rep. Mark Kirk; Legislative Correspondent, Rep. Mark Kirk

Client expense: $36,360,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Election Commission (FEC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), St. Lawrence Seaway Development Corporation, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Estate Tax Reform - HR 96, HR 173, HR 436, HR 1763, HR 1960 and HR 4154 - Worked on legislation dealing with estate tax reform. 1099 Reform - Worked on legislation to reform 1099 reporting requirements.

Client expense: $262,302 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), U.S. Trade Representative (USTR)

3% Withholding- H.R. 275, S. 292 LIFO Repeal Estate Tax Repeal- H.R. 4154

Client expense: $248,758 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Occupational Safety & Health Administration (OSHA), SENATE

Deferral of Foreign Source Income H.R. 2098: CFC Look- Through S. 1203: Grow Research Opportunities with Taxcredits' Help Act H.R. 422: To amend the Internal Revenue Code of 1986 to extend the research credit through 2010 H.R. 4213, Section 404: Unemployment Compensation Extension Act of 2010 International tax reform issues including foreign tax credit, expense disallowance, and check the box reforms. S. 3793: Job Creation and Tax Cuts Act of 2010 H.R. 4154: Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 H.R. 5893: The Investing in American Jobs and Closing Tax Loopholes Act of 2010 H.R. 1586: The FAA Air Transportation Modernization and Safety Improvement Act H.R. 4853: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

Client expense: $1,470,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Science & Technology Policy (OSTP), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009. H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010. H.R. 5141, the Small Business Paperwork Mandate Elimination Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

reduction of the maximum federal estate tax rate and ultimate elimination of federal estate, gift and generation-skipping taxes; specific bills include H.Con.Res.85, H.R.436, H.R.498, H.R.2023, H.R.2920, H.R.3463, H.R.3524, H.R.3905, H.R.3961, H.R.4154, H.R.4849, H.R. 4853, H.R.4899, H.R.5486, S.Con.Res.13, S.722, S.2784

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax Cut and Unemployment Benefit Extensions, H.R. 4853 H.R. 4154 Estate Tax Extension

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Mine Safety & Health Administration (MSHA), SENATE

H.R. 1948, the Dental Health Promotion Act, to allow reimbursement from flexible spending accounts for certain dental products; DEA registration fees; S. 722, a general tax relief bill; H.R. 436, an estate tax relief bill; H.R. 498, a capital gans bill; H.R. 664, to make 2001 and 2003 tax relief permanent; H.R. 3841, an estate tax relief bill; H.R. 3905, an estate tax relief bill; H.R. 4154, an estate tax relief bill; H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

Client expense: $590,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Other), Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Drug Enforcement Administration (DEA), Environmental Protection Agency (EPA), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Indian Health Service, Natl Institutes of Health (NIH), Navy, Dept of, Occupational Safety & Health Administration (OSHA), SENATE, State, Dept of (DOS), Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA)

General Tax Package - Estate taxes H.R. 4154, The Permanent Estate Tax Relief for Families, Farmers and Small business Act

Client expense: $140,720 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

HR 4213 - Tax Extenders Act/American Workers, State & Business Relief Act - Inidividual and business tax relief provisions and implementation. HR 4154 - Permanent Estate Tax Relief for Families, Farmers & Small Businesses Act - Provisions of recommended estate taxes and exemptions. HR 3905 - Estate Tax Relief Act - Provisions of recommended estate taxes and exemptions. HR 4853 - Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010 - Employment benefits, social secuirty and income taxes, gift and estate taxes and individual retirement accounts.

Client expense: $194,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied on entire bill of the following: H.R.275 / S.292, To repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities. H.R.3408, the Taxpayer Responsibility, Accountability, and Consistency Act of 2009 H.R.6097, American Job Builders Tax Reform Act of 2010 Tracking issues related to the individual Alternative Minimum Tax (AMT) and the federal estate tax; entire bills of the following: H.R. 3905, Estate Tax Relief Act of 2009 H.R.4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010

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

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE

Estate tax (H.R. 4154); bonus depreciation extension (H.R. 5297, S. 3513); Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act (H.R. 4853)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Deferral of Foreign Source income HR 2098: CFC Look Through; S 1203: Grow Research Opportunities with Tax credits Help Act HR 422: To amend the Internal Revenue Code of 1986 to extend the research credit through 2010 International tax reform issues including foreign tax credit, expense disallowance, check the box reforms; HR 4213 Tax Extenders Act of 2009; HR 4154-Permanent Estate Tax Relief for Families, Farmers, and Small Business Act of 2009

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)

Farm Bill-Specialty Crops, research funding, crop insurance, pest and disease management, conservation, statistics, FSA Loans. Work with APHIS at USDA to ensure foreign pests and diseases will not come into the U.S. Agricultural Job Opportunities, Benefits, and Security Act of 2009 (AgJOBS Bill) Climate Change & Energy Legislation/ See attached page... EPA Worker Protection Standards: Work with the Environmental Protection Agency to help make these work better for our industry. Methyl Bromide and other agricultural chemicals. Work with EPA, USDA, and State Department to ensure continued availability. Research Funding for Floriculture: Annual bill setting appropriations for Agriculture, Rural Development, Food and Drug Administration, and related agencies. S. 1038, H.R. 2414-Immigration Reform: Legislation to reform H-2A Agricultural Guestworker Program and other immigration laws. H.R. 2380, H.R. 4042, H.R.4235, H.R. 4154-Taxes: Tax relief for small business including agriculture including Estate Tax Reform. H.R. 2454: American Clean Energy and Security Act (Cap-and-Trade Climate bill) International Trade: Work on general trade issues and free trade agreements including Andean TPA and Colombia FTA. Work with USDA and Congress on phytosanitary issues, plant pest and disease control, and quarantines. Work with DHS, USDA and Congress on border and port issues. Farm Bill- Work to secure specialty crops inclusion. Work with USDA to ensure continued agricultural statistics cover floral industry. Work with USDA to improve crop insurance coverage for floriculture growers. Work with USDA and SBA on loan programs for agricultural producers.

Client expense: $93,500 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 2380, H.R. 4042, H.R. 4235, H.R. 4154, H.R. 5297-Estate Tax: Bills to repeal or reform the Estate Tax 1099 Form Requirements See attached page... H.R. 1470: Equity of Our Nation's Self Employed Act of 2009 Senate Finance Committee Health Care Overhaul and Legislation: America's Healthy Future Act H.R. 4872 - Reconcilliation Act of 2010 H.R. 3590 - The Patient Protection and Affordable Care Act Senate Health, Education, Labor and Pension Committee Health Care Legsilation: S. 1679 - The Affordable Health Choices Act H.R. 3962 - The Affordable Health Care For America Act H.R. 850 - Small Business Choice Act H.R. 2360, S. 979 - SHOP Act H.R. 2520, S. 1099 - Coburn - Burr, Ryan - Nunes Act S. 1038, H.R. 2414 - Immigration Reform: Legislation to reform the H-2A Agricultural Guestworker Program and other immigration laws. H.R. 4321 - Comprehensive Immigration Reform for America's Security & Prosperity Act of 2009 Merchant Card Reporting and Taxpayer Identification (TIN) Collection H.R. 1409, S. 560 - Employee Free Choice Act H.R. 2695, S. 1212 - Credit Card Fair Free Act of 2009 H.R. 2382 - Credit Card Interchange Fees Act of 2009 S. Amdt 3883, H.R. 4173 - Wall Street Reform Consumer Protection Act S. 3217 - Restoring American Financial Stability Act Durbin Swipe Fee Amendment #3989 to Financial Regulatory Reform Bill H.R. 5141, S. 3578 - Small Business Paperwork Elimination Act

Client expense: $93,500 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Congressional Budget Office (CBO), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

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

Last-in, First-out (LIFO) Inventory Valuation Accounting Method; H.R.4154, Permanent Estate Tax Relief; H.R.3905, Estaet Tax Relief; H.R.3548, Worker Homeownership & Business Assistance Act; H.R.436, Certain Estate Tax Relief Act; 3% tax withholding law in Section 511 of the Tax Increase Prevention Act; general Federal Tax Policy; Interpretation of Federal tax law that views expenses incurred in contingency fee litigation as nondeductible loans to clients

Client expense: $143,382 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

S. 567, re Taxation of dividends; S. 773, Cybersecurity Act of 2009; S. 807, Sound Management of America's Resources and Technologies for (SMART) Energy Act of 2009; S. 828, Renewable Fuels Pipelines Act of 2009; S.1091, Storage Technology of Renewable and Green Energy Act of 2009; S. 1399, Carbon Market Oversight Act of 2009; S. 1462, American Clean Energy Leadership Act; S. 1622, Clean Air Protection Act; S. 1643, Natural Gas Technologies, cont'd . . . see page 3 S. 1733, Clean Energy Jobs and American Power Act S. 2877, Carbon Limits and Energy for America's Renewal (CLEAR) Act S. 2899, Renewable Energy Incentive Act S. 2921, California Desert Protection Act of 2010 S. 3177, HomeStar S. 3217, Restoring American Financial Stability Act of 2010 S. 3310, Hiring Incentives to Restore Employment Act Jobs bill S. 3464, Practical Energy & Climate Plan Act of 2010 S. 3480, Protecting Cyberspace as a National Asset Act of 2010 S. 3495, Promoting Electric Vehicles Act of 2010 S. 3513, Bonus Depreciation Extension to Create Jobs Act S. 3643, Oil Spill Response Improvement Act of 2010 S. 3663, Clean Energy Jobs and Oil Company Accountability Act of 2010 S. 3813, Amend PURPA to establish a Federal Renewable Electricity Standard S. 3815, Natural Gas Vehicle and Electric Vehicles Act of 2010 S. 3824, Strengthening Pipeline Safety and Enforcement Act of 2010 S. 3856, Pipeline Transportation Safety Improvement Act of 2010 S. 3935, Advanced Energy Tax Incentives Act of 2010 Job Creation and Tax Cut Act of 2010 (revised tax extenders) H.R. 1158/S. 306, Biogas Production Incentive Act of 2009 H.R. 1622/S. 1350, research and development of natural gas vehicle technologies H.R. 1835/S. 1408, NAT GAS Act H.R. 2454, American Clean Energy and Security Act of 2009 H.R. 2477, Chemical Facility Security Authorization Act of 2009 H.R. 2625/S. 1153, Tax Equity for Health Plan Beneficiaries Act H.R. 2847, Hiring Incentives to Restore Employment Act H.R. 2868, Chemical Facility Anti-Terrorism Act of 2009 (CFAT) H.R. 2895, Solar Opportunity and Local Access Rights Act H.R. 3009, American-Made Energy Act of 2009 H.R. 3029/S. 2900, re gas turbine efficiency R&D H.R. 3081, Continuing Resolution for FY 2011 Appropriations H.R. 3183/S. 1436, Energy and Water Appropriations H.R. 3246 : Advanced Vehicle Technology Act of 2009 H.R. 4154, tax extenders H.R. 4173, Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 4149, to provide a renewable electricity integration credit H.R. 4213, Tax Extenders Act of 2009 H.R. 4304, Beauty Mountain and Agua Tibia Wilderness Act of 2009 H.R. 4349, Hoover Power Allocation Act of 2009 H.R. 4411, re rapid depreciation schedules for utility property H.R. 4554, Energy Assistance for American Families Act H.R. 4790, Shareholder Protection Act of 2010 H.R. 4860/H.R. 5996, Electric Consumer Right to Know (e-Know) Act H.R. 5019, Home Star Energy Retrofit Act of 2010 H.R. 5026, Grid Reliability and Infrastructure Defense (GRID) Act H.R. 5442/S. 3442, Electric Vehicle Deployment Act of 2010 H.R. 5581, re financing qualified biogas property H.R. 5782, Pipeline Integration, Protection, Enforcement, and Safety Act Labor-HHS-Education appropriations for LIHEAP H.R. 6008, Corporate Liability and Emergency Accident Notification Act (CLEAN Act) H.R. 6295, Pipeline Safety and Community Empowerment Act of 2010 Electric Transmission line siting Regulation of greenhouse gases

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

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), SENATE, State, Dept of (DOS), White House Office

reduction of the maximum federal estate tax rate and ultimate elimination of federal estate, gift and generation-skipping taxes; specific bills include H.Con.Res.85, H.R.436, H.R.498, H.R.2023, H.R.2920, H.R.3463, H.R.3524, H.R.3905, H.R.3961, H.R.4154, H.R.4849, H.R.4899, H.R.5486, S.Con.Res.13, S.722, S.2784

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Deferral of Foreign Source Income H.R. 2098: CFC Look- Through S. 1203: Grow Research Opportunities with Taxcredits' Help Act H.R. 422: To amend the Internal Revenue Code of 1986 to extend the research credit through 2010 H.R. 4213, Section 404: Unemployment Compensation Extension Act of 2010 International tax reform issues including foreign tax credit, expense disallowance, and check the box reforms. S. 3793: Job Creation and Tax Cuts Act of 2010 H.R. 4154: Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009 H.R. 5893 The Investing in American Jobs and Closing Tax Loopholes Act of 2010 H.R. 1586 The FAA Air Transportation Modernization and Safety Improvement Act

Client expense: $1,920,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Economic Council (NEC), Natl Security Council (NSC), SENATE, State, Dept of (DOS), U.S. Trade Representative (USTR)