To amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation, and for other purposes.

H.R. 4123, American Jobs and Closing Tax Loopholes Act of 2010: provisions related to extension of AMT for private activity bonds. H.R. 5486, To amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation, and for other purposes: provisions related to extension of alternative minimum tax for private activity bonds. CONTINUED ON NEXT PAGE.... Unnumbered bill, advocating for enhancements to the section 41 research and development tax credit for energy research expenditures.

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

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

Tax reform as it impacts broadway investment HR 4213 American Workers, State and Business Relief Act of 2010 HR 5486 Small Business Jobs Tax Relief Act of 2010

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

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE

Multiemployer Pension Plan Tax Issues HR 3936 Preserve Benefits and Jobs Act of 2009 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. HR 4213 American Workers, State and Business Relief Act of 2010 HR 4849 Small Business and Infrastructure Jobs Tax Act of 2010 HR 5486 Small Business Jobs Tax Relief Act of 2010

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Pension Benefit Guaranty Corporation (PBGC), SENATE, Vice President of the U.S., White House Office

Monitor federal legislation and activity related to the tobacco tobacco taxes. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension 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.

Client expense: Not reported · Firm income: $700,000

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE, U.S. Postal Service (USPS)

Monitor federal legislation and activity related to the tobacco industry. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010.

Client expense: Not reported · Firm income: $700,000

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE, U.S. Postal Service (USPS)

Monitor federal legislation and activity related to the tobacco industry. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010. S. 3112, Travel Restriction Reform and Export Enhancement Act. H.R. 4645, Travel Restriction Reform and Export Enhancement Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor federal legislation and activity related to the tobacco tobacco taxes. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension 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.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1944, Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act of 2009 HR 1083, To regulate certain State taxation of interstate commerce, and for other purposes Taxation of International Operations Sales Tax Fairness and Simplification Act Codifications of Economic Substance Doctrine S 1639, Water Private Activity Bonds Water Reuse Incentives Treatment of Loans from Subsidiaries HR 2110, Mobile Workforce State Income Tax Fairness and Simplification Act HR 4213, Tax Extenders Act of 2009 Proposed imposition of tax/fee on large financial institutions HR 2847, Hiring Incentives to Restore Employment Act American Workers, State and Business Relief Act of 2010 HR 2847, Jobs for Main Street Act Bipartisan Tax Fairness and Simplification Act of 2010 HR 5486, Small Business Jobs Act Tax Relief Act of 2010 HR 4213, American Jobs and Closing Loopholes Act of 2010 S 7393, Job Creation and Tax Cuts Act Extension of Sections 954 (h) and 954 (i) HR 5297, Small Business Bill S 3816, Creating American Jobs and Ending Offshoring Act HR 5744, Extension and Modification of Energy Efficient Appliance Credit S 3738, Clean Energy Technoloyg Leadership Act HR 5328, International Tax Competitiveness Act of 2010 S 3935, Advanced Energy Tax Incentives Act Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010

Client expense: $7,240,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), 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), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

Monitor federal legislation and activity related to the tobacco industry. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor federal legislation and activity related to the tobacco tobacco taxes. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension 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.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5297, Small Business Jobs and Credit Act of 2010, bonus depreciation for equipment purchases. S. 1462, American Clean Energy Leadership Act of 2009, incentives for use of natural gas. S. 1408 / H.R. 1835, New Alternative Transportation to Give Americans Solutions Act of 2009, tax incentives for trucks using natural gas fuel. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010, bonus depreciation for equipment purchases. S. 3793, Jobs Creation and Tax Cut Act, bonus depreciation for equipment purchases. H.R. 5486, Small Business Jobs Tax Relief Act of 2010, bonus depreciation for equipment purchases. S. 3513, Bonus Depreciation Extension to Create Jobs Act, bonus depreciation for equipment purchases. 2011 Administration Proposals Related to International Tax. H.R. 4853, the Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010, tax issues related to international tax, depreciation, and employee benefits. H.R. 6467, the Middle Class Tax Relief Act of 2010, tax issues related to international tax, depreciation, and employee benefits.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support fairness in our Nation's tax code, especially as it pertains to middle- and low-income Americans. Support tax provisions in President Obama's proposed budget for fiscal year 2010. Support tax credits for low-income workers without children to protect them from the loss in purchasing power as a result of higher energy costs; Support H.R. 2847, the Hiring Incentives to Restore Employment Act, or HIRE Act. Support H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010. Support small business tax relief (support H.R. 5486). Support extension of tax breaks for low- and middle- inclome Americans, including the Earned Income Tax Credit and tuition assistance. Support the Sanders (VT) alternative to H.R. 4853.

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

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Commission on Civil Rights, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), Voice of America, White House Office

Protecting small and minority business programs. Help small businesses hurt by Hurricane Katrina. Support H.R. 2352. Support small business programs reauthorization, support H.R. 2965. Support small business entrepreneurial programs, support H.R. 2352. Support H.R. 2847, the Hiring Incentives to Restore Employment Act, or HIRE Act. Ensure that rogue auto dealers are not exempted from the authority of the newly created Consumer Financial Protection Bureau, while at the same time ensuring that small, minority owned auto dealers who are fair to consumers are not run out of business. Support increased small business lending (support H.R. 5297). Support small business tax relief (support H.R. 5486). Support small business lending (support HR 5297)

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

Government targets: Agriculture, Dept of (USDA), Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Bureau of Investigation (FBI), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Commission on Civil Rights, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), Voice of America, White House Office

H.R. 1 American Recovery and Reinvest act of 2009 (infrastructure development) General tax issues including a proposed extension of the special allowance for certain property acquired in 2009, which was included in Public Law 111-5. H.R. 5486/HR 5297, Small Business Jobs Tax Relief Act of 2010 (bonus depreciation) H.R. 4853, The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 S. 3793, the Job Creation and Tax Cuts Act H.R. 5893, the Investing in Jobs and Closing Tax Loopholes Act of 2010 S. 3513, the Bonus Depreciation Extension to Create Jobs Act H.R. 6467, The Middle Class Tax Relief Act 2010

Client expense: $6,046,789 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT)

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)

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)

Financial Crisis Responsibility Fee (proposed bank tax) H.R. 1083, the Business Activity Tax Simplification Act of 2009 (all provisions). H.R. 4178, the Deposit Restricted Qualified Tuition Programs Act H.R. 4213, the Tax Extenders Act of 2009 (provisions on the research and development tax credit, the New Market tax credit, active financing, charitable donations to IRAs, carried interest, and assets held in offshore accounts) H.R. 2847, the Hiring Incentives to Restore Employment (HIRE) Act (all provisions) H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (all business-related tax provisions) H.R.5297, the Small Business Jobs Act (all provisions) H.R. 5486, the Small Business Jobs Tax Relief Act (all provisions) H.R. 5982, the Small Business Tax Relief Act of 2010 (all provisions S.3793, the Job Creation and Tax Cuts Act (all provisions) Proposals on Estate Tax reform Administrations fiscal year 2011 revenue provisions Proposed securities transaction tax.

Client expense: $1,380,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Postal Regulatory Commission, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Incentives for Advanced Technology, Tax Reform, R&D Extension, Manufacturing Deduction, monetizing R&D and AMT credits IRC Section 382 changes limiting the use of losses in the event of deemed ownership change HR1 "The American Recovery and Reinvestment Act" became Public Law (P.L. 111-5)- Tax incentives for Advanced Technology, Tax Reform, R&D Extension, Manufacturing Deduction, monetizing R&D and AMT credits HR 1944- "To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income" Active Financing Exemption International Tax Provisions: Active Financing Exemption and Controlled Foreign Corporations Provisions as part of the "Extenders Bill- HR 4213" - Tax Extenders Act of 2009 HR. 5486 Small Business Energy Tax Bill - especially 48C credits

Client expense: $1,360,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

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

H.R. 5486 - Small Business Jobs Tax Relief Act of 2010 H.R. 5297 - Small Business Lending Fund Act of 2010

Client expense: $222,959 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Railroad Retirement Board, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), 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. 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

H.R.4149 To amend the Internal Revenue Code of 1986 to provide a renewable electricity integration credit for a utility that purchases or produces renewable power. (all sections of full text) H.R.5486 To amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation, and for other purposes. (all sections of full text)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5486 - Small Business Jobs Tax Relief Act of 2010 H.R. 5297 - Small Business Lending Fund Act of 2010

Client expense: $222,959 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Railroad Retirement Board, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office

S. 3288, Smuggled Tobacco Prevention Act of 2010 H.R. 5178, Smuggled Tobacco Prevention Act of 2010 H.R. 1400, To amend Title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable H.R. 5486, Small Business Jobs Tax Relief Act of 2010

Client expense: Not reported · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), HOUSE OF REPRESENTATIVES, SENATE

H.R. 25 - Fair Tax Act of 2009 Legislation to abolish the Internal Revenue Service and enact a national retail sales tax. NSBA supported. H.R. 275 - Withholding Tax Relief Act of 2009 A bill to repeal the mandatory three-percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supported. H.R. 933 Family-Friendly Workplace Act of 2009 To amend the Fair Labor Standards Act of 1938 to provide compensatory time for employees in the private sector. NSBA supported. H.R. 946 - The Plain Language Act of 2009 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. H.R. 1409 - Employee Free Choice Act of 2009 To amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. NSBA opposed. H.R. 1470 - Equity for Our Nations Self-Employed Act of 2009 The bill would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supported. H.R. 2151 Fair Pay Act To amend the Fair Labor Standards Act of 1938 to prohibit discrimination in the payment of wages on account of sex, race, or national origin, and for other purposes. NSBA is monitoring this legislation. H.R. 2460 Healthy Families Act Requires certain employers, who employ 15 or more employees for each working day during 20 or more workweeks a year, to permit each employee to earn at least one hour of paid sick time for every 30 hours worked. NSBA opposed. H.R. 2965 Enhancing Small Business Research and Innovation Act of 2009 Bill would amend and reauthorize the Small Business Act with respect to the Small Business Innovation Research Program and the Small Business Technology Transfer Program. NSBA opposed. H.R. 3032 The Climate Change Center and Clearinghouse Act of 2009 Bill would establish within the SBA an Office of Environment, Energy, and Climate Change and a Climate Change Center and Clearinghouse to provide support and information on climate change to small businesses. NSBA supported. H.R. 3380 Promoting Lending to Americas Small Business Act Bill would amend the Federal Credit Union Act to advance the ability of credit unions to promote small business growth and economic development opportunities, and for other purposes. NSBA supported. H.R. 3457 Small Business Credit Card Act of 2009 Bill would amend the Truth in Lending Act to provide coverage under such Act for credit cards issued to small businesses, and for other purposes. NSBA supported. H.R. 3615 - Home Office Tax Deduction Act of 2009 It amends the Internal Revenue Code to allow a taxpayer who uses a residence to conduct a trade or business a standard tax deduction equal to the lesser of $1,500 or the taxpayer's gross trade or business income derived from the business use of such residence. NSBA supported. H.R. 3905 - The Estate Tax Relief Act of 2009 Bill increases the estate tax exemption level to $5 million, and reduces the rate to 35 percent, both phased-in over ten years. NSBA supported. H.R. 4067 The Business Checking Fairness Act Bill would authorize interest-bearing transaction accounts at depository institutions. NSBA supported. H.R. 4213 Tax Extenders Act of 2009 The bill would extend the research and development tax credit, the deduction for state sales and real property taxes, an exception for Subpart F active financing income, and the deduction allowed for teachers who purchase their own classroom supplies. NSBA supported. H.R. 4302 The Small Business Job Creation and Access to Capital Act Bill would increase loan limits for small business concerns, to provide for low interest refinancing for small business concerns. NSBA supported. H.R.4549 the Small Business Innovation to Job Creation Act of 2010 Bill would authorize the Administrator of the Small Business Administration to make grants to small business concerns to assist the commercialization of research developed with funds received under the second phase of the Small Business Innovation Research Program. NSBA supported. H.R. 4855 Work-Life Balance Awards Act of 2010 To establish the Work-Life Balance Award for employers that have developed and implemented work-life balance policies. NSBA is monitoring this legislation. H.R. 4936 The Faster Access and Shorter Transaction Time for Checks Act Bill would make funds deposited in large depository institutions available more quickly to account holders. NSBA supported. H.R. 5107 Employee Misclassification Prevention Act of 2010 To amend the Fair Labor Standards Act of 1938 to require persons to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for persons who misclassify employees as non-employees, and for other purposes. NSBA opposed. H.R. 5141 - Small Business Paperwork Mandate Elimination Act Repeal section 9006 of the Patient Protection and Affordable Care Act (PPACA) that requires any business that purchases more than $600 of goods or services from another business to submit a 1099 form to the Internal Revenue Service (IRS). NSBA supported. H.R.5193 The Startup Visa Act Bill would establish an employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish a business in the United States. NSBA supported. H. R. 5249 The Capital Access for Main Street Act of 2010 Bill would provide amortization authority in certain situations, for purposes of capital calculation under the Financial Institutions Examination Council's Consolidated Reports of Condition and Income. NSBA supported. H.R. 5297 The Small Business Jobs Act of 2010 Bill would create a Small Business Lending Fund Program amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation. NSBA supported. H.R.5411 The Early-Stage Business Investment and Incubation Act Bill would establish an early-stage business investment and incubation grant program at the Department of Commerce. NSBA supported. H.R.5412 - The Small Business Asset Investment and Modernization (AIM) Act Bill would allow qualified small-business owners to refinance their existing debt through Fiscal Year 2012 through the SBA 504 lending program. NSBA supported. H.R. 5486 Small Business Jobs Tax Relief Act of 2010 Bill amends the Internal Revenue Code of 1986 to provide tax incentives for small business job creation. NSBA supported. H.R. 5982 Small Business Tax Relief Act of 2010 Bill repeals the provision of the Patient Protection and Affordable Care Act that amends the Internal Revenue Code to apply to corporations reporting requirements for payments of $600 or more to persons engaged in a trade or business. NSBA supported. S. 292 - Withholding Tax Relief Act of 2009 A bill to repeal the mandatory three-percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supported. S. 296 Fair Tax Act of 2009 Legislation to abolish the Internal Revenue Service and enact a national retail sales tax on the use or consumption in the United States of taxable property or services. It sets the sales tax rate at 23 percent in 2011, with adjustments to the rate in subsequent years. NSBA supported. S. 515 The Patent Reform Act of 2009 Bill would reform U.S. patent system. NSBA opposed. S. 560 Employee Free Choice Act of 2009 To amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. NSBA opposed. S. 574 - Plain Writing Act of 2009 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. S. 725 - Equity for Our Nations Self-Employed Act of 2009 The bill would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supported. S. 904 Fair Pay Act To amend the Fair Labor Standards Act of 1938 to prohibit discrimination in the payment of wages on account of sex, race, or national origin, and for other purposes. NSBA is monitoring this legislation. S. 988 SIMPLE Cafeteria Plan Act of 2009 Bill would update the tax code to allow small business employees to purchase employer-provided health insurance with pre-tax dollars. It also strengthens current law for all cafeteria plans by expanding dependent flexible spending accounts (DCFSA) and including coverage for long-term care benefits. NSBA has not taken a position on the legislation. S. 1152 Healthy Families Act Requires certain employers, who employ 15 or more employees for each working day during 20 or more workweeks a year, to permit each employee to earn at least one hour of paid sick time for every 30 hours worked. NSBA opposed. S. 1233 SBIR/STTR Reauthorization Act of 2009 Bill would reauthorize and improve the SBIR and STTR programs. NSBA supported. S. 1615 Next Step for Main Street Credit Availability Act of 2009 Bill would amend the Small Business Act and the Small Business Investment Act of 1958 to stop the small business credit crunch, and for other purposes. NSBA supported. S. 1617 The Investments for Manufacturing Progress and Clean Technology (IMPACT) Act Bill would require the Secretary of Commerce to establish a program for the award of grants to states to establish revolving loan funds for small and medium-sized manufacturers to improve energy efficiency and produce clean energy technology. NSBA supported. S. 1754 - Home Office Deduction Simplification Act of 2009 It amends the Internal Revenue Code to allow a taxpayer who uses a residence to conduct a trade or business a standard tax deduction equal to the lesser of $1,500 or the taxpayer's gross trade or business income derived from the business use of such residence. NSBA supported. S. 2784 Carper-Voinovich Estate Tax Proposal Bill would freeze the estate tax at the 2009 levelsany estate above $7 million per couple or $3.5 million per individual would be taxed at a 45 percent rate. NSBA supports permanent reform of the estate tax. S. 2919 The Small Business Lending Enhancement Act Bill would amend the Federal Credit Union Act to advance the ability of credit unions to promote small business growth and economic development opportunities. NSBA supported. S. 3018 Bipartisan Tax Fairness and Simplification Act of 2010 A comprehensive tax reform legislation with provisions consolidating tax brackets for individuals and businesses while at the same time lowering federal tax obligations, in part through a single, flat 24 percent corporate rate. NSBA supported. S. 3024 Job Impact Analysis Act of 2010 Bill to ensure that the creation of jobs by small businesses is considered during the Federal legislative and rulemaking process. NSBA supported. S. 3029 The Startup Visa Act Bill would establish an employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish a business in the United States. NSBA supported. S. 3089 Small Business Patent Data Collection Act of 2010 Bill would require a study and report by the Office of Advocacy of the Small Business Administration regarding the effects of proposed changes in patent law. NSBA opposed. S. 3254 Employee Misclassification Prevention Act of 2010 To amend the Fair Labor Standards Act of 1938 to require persons to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for persons who misclassify employees as non-employees, and for other purposes. NSBA opposed. S.3533 Responsible Estate Tax Act The bill will permanently fix the estate tax by combining the 2009 exemption levels with progressive rates for larger estates, including a new billionaires surtax. NSBA supports permanent reform of the estate tax. S. 3578 - Small Business Paperwork Mandate Elimination Act Repeal section 9006 of the Patient Protection and Affordable Care Act (PPACA) that requires any business that purchases more than $600 of goods or services from another business to submit a 1099 form to the Internal Revenue Service (IRS). NSBA supported. S. 3772 Paycheck Fairness Act To amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. NSBA is opposed. S. 3783 Information Reporting Modernization Act of 2010 Bill amends the Internal Revenue Code to increase from $600 to $5,000 the threshold amount for reporting to the Internal Revenue Service (IRS) payments made to corporations. It also adjusts such increased amount for inflation, beginning after 2012. NSBA is monitoring this legislation. S. 3793 The Job Creation and Tax Cuts Act Bill would extend expired business and individual tax provisions including the research and development tax credit, through the end of 2010. NSBA supported. S. 3932 Comprehensive Immigration Reform Act of 2010 A bill to provide comprehensive immigration reform, and for other purposes. NSBA is monitoring this legislation. S. 4757 Health Insurance Rate Authority Act of 2010 To provide for the establishment of a Health Insurance Rate Authority to establish limits on premium rating, and for other purposes. NSBA is monitoring this legislation. Agency Comments on Patient Protection and Affordable Care Act NSBA filed comments with the Department of Health and Human Resources on the interim final rules for grandfathered health plans and the request for comments on American Health Benefits Exchanges.

Client expense: $55,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), 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

H.R. 4123, American Jobs and Closing Tax Loopholes Act of 2010, provisions related to extension of AMT for private activity bonds. H.R. 5486, To amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation, and for other purposes, provisions related to extension of alternative minimum tax for private activity bonds. Unnumbered bill, advocating for enhancements to the section 41 research and development tax credit for energy research expenditures.

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

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

HR 1944, Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act of 2009 HR 1083, To regulate certain State taxation of interstate commerce, and for other purposes Taxation of International Operations Sales Tax Fairness and Simplification Act Codifications of Economic Substance Doctrine S 1639, Water Private Activity Bonds Water Reuse Incentives Treatment of Loans from Subsidiaries HR 2110, Mobile Workforce State Income Tax Fairness and Simplification Act HR 4213, Tax Extenders Act of 2009 Proposed imposition of tax/fee on large financial institutions HR 2847, Hiring Incentives to Restore Employment Act American Workers, State and Business Relief Act of 2010 HR 2847, Jobs for Main Street Act Bipartisan Tax Fairness and Simplification Act of 2010 HR 5486, Small Business Jobs Act Tax Relief Act of 2010 HR 4213, American Jobs and Closing Loopholes Act of 2010 S 7393, Job Creation and Tax Cuts Act Extension of Sections 954 (h) and 954 (i) HR 5297, Small Business Bill S 3816, Creating American Jobs and Ending Offshoring Act HR 5744, Extension and Modification of Energy Efficient Appliance Credit S 3738, Clean Energy Technoloyg Leadership Act HR 5328, International Tax Competitiveness Act of 2010 S 3935, Advanced Energy Tax Incentives Act

Client expense: $9,280,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), 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), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

HR 1944, Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act of 2009 HR 1083, To regulate certain State taxation of interstate commerce, and for other purposes Taxation of International Operations Sales Tax Fairness and Simplification Act Class Life for Medical Equipment Codifications of Economic Substance Doctrine Deferred Compensation S 1639, Water Private Activity Bonds Water Reuse Incentives Treatment of Loans from Subsidiaries HR 2110, Mobile Workforce State Income Tax Fairness and Simplification Act HR 4213, Tax Extenders Act of 2009 Proposed imposition of tax/fee on large financial institutions HR 2847, Hiring Incentives to Restore Employment Act American Workers, State and Business Relief Act of 2010 HR 2847, Jobs for Main Street Act Bipartisan Tax Fairness and Simplification Act of 2010 HR 3947, Locomotive Fleet Investment Act of 2009 Bank Tax HR 5486, Small Business Jobs Act Tax Relief Act of 2010 HR 4213, American Jobs and Closing Loopholes Act of 2010

Client expense: $15,460,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), 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), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

Monitor federal legislation and activity related to the tobacco industry. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010.

Client expense: Not reported · Firm income: $850,000

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE, U.S. Postal Service (USPS)

Monitor federal legislation and activity related to the tobacco tobacco taxes. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension 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.

Client expense: Not reported · Firm income: $850,000

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE, U.S. Postal Service (USPS)

H.R. 5486 - Small Business Jobs Tax Relief Act of 2010 H.R. 5297 - Small Business Lending Fund Act of 2010

Client expense: $222,959 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Railroad Retirement Board, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office

H.R. 5486 - Small Business Jobs Tax Relief Act of 2010 H.R. 5297 - Small Business Lending Fund Act of 2010

Client expense: $222,959 · Firm income: Not reported

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Aviation Administration (FAA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Transportation Safety Board (NTSB), Office of Management & Budget (OMB), Railroad Retirement Board, SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), U.S. Trade Representative (USTR), White House Office

Small business tax issues. H.R. 5297, Small Business Jobs and Credit Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010. Implementation of Public Law No. 111-148, Patient Protection and Affordable Care Act, provisions on IRS reporting.

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

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

Issues affecting the taxation of small businesses, Estate Tax Reform, and employee benefits: H.R. 3905, the Estate Tax Relief Act of 2009; H.R. 4514, the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; H.R. 3905, the Estate Tax Relief Act of 2009; H.R. 5486, the Small Business Jobs Tax Relief Act of 2010; H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010; and S. 3793, the Job Creation and Tax Cuts Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax issues related to International Taxation and the Taxation of Corporate Dividends: -S. 722, the Taxpayer Certainty and Relief Act of 2009 and the Administration's Fiscal Year 2011 Revenue Proposals -H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 -S. 3793, the Job Creation and Tax Cuts Act -H.R. 5486, the Small Business Jobs Tax Relief Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Matters dealing with tobacco taxation, corporate and international taxation and the taxation of dividends. - Administration's Fiscal Year 2011 Revenue Proposals - H.R. 4213, the American Jobs and Closing Tax Loopholes Act of 2010 - H.R. 5486, the Small Business Jobs Tax Relief Act of 2010 - Legislation to Extend Lower Tax Rates on Corporate Dividends

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor federal legislation and activity related to the tobacco tobacco taxes. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension 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.

Client expense: Not reported · Firm income: Not reported

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE

Monitor federal legislation and activity related to the tobacco industry. Monitor the implementation of P.L. 111-31, Family Smoking Prevention and Tobacco Control Act. Monitor the implementation of P.L. 111-154, Prevent All Cigarette Trafficking Act. Monitor the implementation of P.L. 111-148, Health Care Overhaul. Monitor the implementation of P.L. 111-152, Health Care Reconciliation. H.R. 5178, Smuggled Tobacco Prevention Act of 2010. S. 3288, Smuggled Tobacco Prevention Act of 2010. H.R. 1400, To amend title 39, United States Code, to make cigarettes and certain other tobacco products nonmailable, and for other purposes. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010. H.R. 5486, Small Business Jobs Tax Relief Act of 2010. S. 3112, Travel Restriction Reform and Export Enhancement Act. H.R. 4645, Travel Restriction Reform and Export Enhancement Act.

Client expense: Not reported · Firm income: Not reported

Government targets: Bureau of Alcohol Tobacco Firearms & Explosives, HOUSE OF REPRESENTATIVES, SENATE

Tax issues related to international tax, depreciation, safety incentives, and alternative fuels. S. 1582 / H.R. 2024 - Commercial Motor Vehicle Advanced Safety Technology Tax Act of 2009, tax incentives for advanced truck safety systems. H.R. 5297 - Small Business Jobs and Credit Act of 2010, bonus depreciation for equipment purchases. S. 1462 - Amercian Clean Energy Leadership Act of 2009, incentives for use of natural gas. S. 1408 / H.R. 1835 - New Alternative Transportation to Give Americans Solutions Act of 2009, tax incentives for trucks using natural gas fuel. 2011 Administration Proposals Related to International Tax, proposal to increase tax on international earnings. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010, bonus depreciation for equipment purchases. S. 3793, Jobs Creation and Tax Cut Act, bonus depreciation for equipment purchases. H.R. 5486, Small Business Jobs Tax Relief Act of 2010, bonus depreciation for equipment purchases. S. 3513, Bonus Depreciation Extension to Create Jobs Act, bonus depreciation for equipment purchases.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE