Employee Educational Assistance Act of 2010

2010 Reauthorization of the Elementary and Secondary Education Act--Lobbied on I-3 funding Met with House and Senate offices and Department of Education on the Southern Colorado Higher Education Consortium H.R. 4853--Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (Lobbied in support of education tax provisions in bill, including the American Opportunity Tax Credit, the above-the-line deduction for qualified tuition and related expenses, the enhanced Student Loan Interest Deduction, Section 127 or Employer Provided Education Assistance, and the Individual Retirement Account Charitable Rollover) H.R. 5116--America COMPETES Reauthorization Act of 2010 (Lobbied in support of bill) H.R. 5600--Employee Educational Assistance Act of 2010 (Lobbied in support of bill) S. 285--A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes (Lobbied in support of bill)

Client expense: $207,618 · Firm income: Not reported

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

H.R. 690, S. 144 - Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 H.R. 4213 - Tax Extenders Act of 2009 H.R. 5078 - Higher Education Affordability and Equity Act of 2010 H.R. 5600 - The Employee Educational Assistance Act H.R. 5297 Small Business Act American Opportunity Tax Credit, Section 127 Employer Provided Education Assistance, and the Individual Retirement Account Charitable Rollover H.R. 4853 - Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 S. 2851 - Tax Extension legislation

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 4213, Tax Extenders Act of 2009, Title I, Subtitle B, Sec. 111, Research Credit, Subtitle C - Charitable Provisions. HR 5600, The Employee Educational Assistance Act, entire bill. HR 5297, Small Business Jobs Act, Sec. 2043, removal of cellular telephones and similar telecommunications equipment from listed property. HR 4853, Middle Class Tax Relief Act of 2010, Title VII, Subtitle B, Sec. 724, Sec. 725; Subtitle C, Sec. 731.

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 re: extensions of IRA Rollover, Section 127, education tax deductions Issues related to college and university endowments, expansion and simplification of the tuition tax credits and charitable deductions, including the IRA Charitable roll-over H.R. 5600 Extension of Section 127 Implementation of Health Care Reform measure, including application to university-provided health insurance and employer issues.

Client expense: $140,000 · Firm income: Not reported

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

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

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

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

HR690/S144 -- Modernize our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 -- Tax on cell phone usage HR3082/Samd4885 -- Continuing Appropriations and Surface Transportation Extensions Act, 2011 -- Student financial aid HR4853/Samd 4753 and Samd 4765 -- Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 -- American Opportunity Tax Credit -- Qualified tuition deduction -- Student loan interest deduction -- Coverdell Education savings accounts -- Section 127 employer education assistance -- Charitable IRA rollover HR5297 -- Small Business Jobs and Credit Act of 2010 -- Tax on cell phone usage HR5600 -- Employee Educational Assistance Act -- Taxability of employer provided educational assistance S3793 -- job Creation and Tax Cuts Act of 2010 -- IRA rollover -- Qualified tuition deduction

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1751/S729; HR6497; S3827; S3962; S3963; S3992 -- American Dream Act -- Student financial aid for children of immigrant parents HR3082/Samd4885 -- Continuing Appropriations and Surface Transportation Extensions Act, 2011 -- Student financial aid HR5600 -- Employee Educational Assistance Act -- Taxability of employer provided educational assistance S3447/HR5933 -- Post 9/11 Veterans Educational Assistance Improvement Act of 2010 -- Student financial aid S3686 -- Labor, Health & Human Services appropriations for the fiscal year ending September 30, 2011 -- Dental outreach -- Engineering success project -- Student financial aid Surface Transportation Authorization Act -- Transportation -- Transportation Research Energy and water appropriations for the fiscal year ending September 30, 2011 -- Anaerobic biotechnology Appropriations for the Department of State, foreign operations, and related programs for the fiscal year ending September 30, 2011 -- Infrastructure and sustainability project Dental access Dental education Higher education policy Engineering education

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 1153/HR 2625, Tax Equity for Health Plan Beneficiries Act, support uniform tax treatment for employer supported health insurance; H.R. 5600/S 2851, the Employee Education Assistance Act of 2010, support a permanent extension of tax free employer provided education assistance; S. 3786, Fair Playing Field Act of 2010, concerns with repealing the IRS's safe harbor (section 530) for determining independent contractor status.

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

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), White House Office

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; Education on use and operation of University's endowment and University's financial aid policies; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (Reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees) Senate Amendment (S. A4753) to H.R. 4853:"Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010"; Title VII, Section 725: "Temporary Extension of Certain Expiring Provisions, Tax-Free Distributions from Individual Retirement Plans for Charitable Purposes;" Section 101, "Temporary Extension of 2001 Tax Relief" (Extending until 2012 Exclusion for Employer-Provided Educational Assistance to Employees)

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

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

Contacts and meetings with USAID personnel to discuss establishment of a training program in Ghana H.R. 5600, Employee Educational Assitance Act of 2010 -- entire bill

Client expense: Not reported · Firm income: $8,100

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Agency for International Development (USAID)

H.R. 690, S. 144 - Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 H.R. 4213 - Tax Extenders Act of 2009 H.R. 5078 - Higher Education Affordability and Equity Act of 2010 H.R. 5600 - The Employee Educational Assistance Act H.R. 5297 Small Business Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 5600 Employee Educational Assistance Act: UA favored permanently extending provision allowing up to $5250 in employee provided education expenses without creating tax burdens for recipient of benefit.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR1547, Stephanie Tubbs Jones Collegiate Housing and Infrastructure Act of 2009, and S 781, Collegiate Housing and Infrastructure Act of 2009, protection of Internal Revenue Code 501(c)(3), non-profit, tax-exempt institutional status for grants to campus housing organizations No House bill number, S 3686, FY2011 Labor/HHS/Education Appropriations bills, student financial aid funding, funding for International Studies centers, and the Institute for Educational Research HR 4872, Health Care & Education Affordability Reconciliation Act of 2010, student financial aid, including the Direct Loan program and maximum award levels and repayment requirements for the Pell grant program HR 4194, S 2888, Law Student Clinic Participation Act, exception from prohibition on federal law student clerks representing claims against the federal government unless a conflict of interest S 3206, Keep Our Educators Working Act of 2010, funding for education jobs for K-12, including state maintenance of effort for higher education HR 795, S 686, Dorothy I. Height and Whitney M. Young, Jr., Social Work Reinvestment Act, establishment of the Social Work Reinvestment Commission to advise Congress and the HHS Secretary on policy issues related to the profession of social work HR 5600, Employee Educational Assistance Act of 2010, make permanent the exclusion from gross income for employer-provided educational assistance (Section 127 of the Internal Revenue Code) HR 5567, Urban University Renaissance Act of the 21st Century, promotion of investment in urban universities for enhanced innovation and economic development HR 6141, S 3720, Marcellus Shale On-the-Job Training Act of 2010, promotion of the authorization of a national grant program for on-the-job training of Marcellus Shale workers S 3827, Development, Relief, and Education for Alien Minors (DREAM) Act of 2010, amendment of the Illegal Immigration Reform and Immigrant Responsibility Act of 1996 to permit states to determine state residency for higher education purposes HR 1586, [FAA Air Transportation Modernization and Safety Improvement Act,] advocacy on behalf of the legislative vehicle for education jobs and the Federal Medical Assistance Program match (FMAP) for states, which required a state maintenance of effort for funding of higher education for FMAP and jobs eligibility

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR5600 "Employee Education Assistance Act of 2010." communication with association's member and met with House staff re higher ed tax provisions, sec 127 extension. TBD met with House & Senante staff re higher ed tax provisions and tax extenders.

Client expense: $10,752 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.2851, A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. H.R. 5600, Employee Education Assistance Act of 2010, a bill to make permanent the exclusion from gross income for employer-provided education assistance.

Client expense: $197,897 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 1153/HR 2625, Tax Equity for Health Plan Beneficiries Act, support uniform tax treatment for employer supported health insurance; H.R. 5600, the Employee Education Assistance Act of 2010, support a permanent extension of tax free employer provided education assistance.

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

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), White House Office

HR 1751/S729 -- American Dream Act -- Student financial aid for students of immigrant parents HR4321 -- Comprehensive Immigration Reform for America's Security and Prosperity Act of 2009 -- Financial aid for students of immigrant parents HR4899 -- Supplementary Appropriations Act -- Student financial aid HR5600 -- Employee Educational Assistance Act -- Taxability of employer provided educational assistance S3447/HR5933 -- Post 9/11 Veterans Educational Assistance Improvement Act of 2010 -- Student financial aid S3454 -- National Defense authorization Act for FY11 -- Financial aid for students of immigrant parents S3686 -- Labor, Health & Human Services appropriations for the fiscal year ending September 30, 2011 -- Dental outreach -- Engineering success project -- Student financial aid Surface Transportation Authorization Act -- Transportation -- Transportation Research Energy and water appropriations for the fiscal year ending September 30, 2011 -- Anaerobic biotechnology Appropriations for the Department of State, foreign operations, and related programs for the fiscal year ending September 30, 2011 -- Infrastructure and sustainability project Dental access Dental education Higher education policy Engineering education

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Agency for International Development (USAID)

HR690/S144 -- Modernize our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 -- Tax on cell phone usage HR4213 -- Tax Extenders Act of 2009 -- IRA rollover -- Qualified tuition deduction HR5297 -- Small Business Jobs and Credit Act of 2010 -- Tax on cell phone usage HR5600 -- Employee Educational Assistance Act -- Taxability of employer provided educational assistance S3793 -- Job Creation and Tax Cuts Act of 2010 -- IRA rollover -- Qualified tuition deduction

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Agency for International Development (USAID)

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

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

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

H.R. 4173, Financial Reform bill Estate tax Derivatives H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 Say-On-Pay Advanced Energy Manufacturing Tax Credit H.R. 4213, American Workers, State and Business Relief Act of 2010 S. 1203, H.R. 422, R&D Tax Credit Restoring American Financial Stability Act of 2010 Pension Funding International tax increases Bonus Depreciation S. 569, re. Forced corporate disclosure S. 3217, Restoring American Financial Stability Act S.A. 3816, Chambliss/Shelby Amendment to S. 3217 S.A. 3776, Specter Amendment to S. 3217 H.R. 4213, H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act S. 3793, Job Creation and Tax Cuts Act (tax extenders) H.R. 5297, S.A. 4594, Small Business Jobs and Credit Act Superfund tax S. 3513, Bonus Depreciation Extension to Creat Jobs Act Dividends tax Individual Rates S.A. 4269, S.A. 4386, Baucus Amendments to H.R. 4213 H.R. 5600, Pomeroy-S. Johnson Make Section 127 Permanent bill H.R. 1586, Education Jobs and Medicaid Assistance Act S.A. 4567 to H.R. 1586, Education Jobs and Medicaid Assistance Act S.A. 4531, Johanns Amendment to H.R. 5297, Small Business Jobs and Credit Act S.A. 4595, Nelson Amendment to H.R. 5297, Small Business Jobs and Credit Act S. 3816, Creating American Jobs and Ending Offshoring Act Dodd-Frank Act

Client expense: $4,750,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Product Safety Commission (CPSC), Education, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

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

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

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

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; H.R. 690, S. 144: H.R. 5297 "Small Business Jobs Act", Section 2043: "Removal of Cellular Telephones and Similar Telecommunications Equipment from Listed Property" (provisions concerning taxation of employer provided cell phones); Education on use and operation of University's endowment and University's financial aid policies; opposition to mandated payout rates from endowment; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees) H.R. 5078: "The Higher Education Affordability and Equity Act of 2010", Section 4: "Allowance of Room, Board, and Special Needs Services in the Case of Scholarship and Tuition Reduction Programs with Respect to Higher Education"

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

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

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

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

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

HR 4213, Tax Extenders Act of 2009, Title I, Subtitle B, Sec. 111, Research Credit, Subtitle C - Charitable Provisions. HR 5600, The Employee Educational Assistance Act, entire bill. HR 5297, Small Business Jobs Act, Sec. 2043, removal of cellular telephones and similar telecommunications equipment from listed property.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Asked Cong. Maffei to cosponsor Employee Educational Assistance Act (H.R. 5600), which would extend permanently the exclusion from taxable income of up to $5,250 of employer-paid expenses for both undergraduate and graduate education.

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

Government targets: Army, Dept of (Other), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), SENATE

H.R. 5297, Small Business Jobs and Credit Act. New 1099 reporting requirements required by PL 111-148; and extension of IRC Section 127. H.R. 5600, The Employee Educational Assistance Act.

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

H.R. 5297, Small Business Jobs and Credit Act. New 1099 reporting requirements required by PL 111-148; and extension of IRC Section 127. H.R. 5600, The Employee Educational Assistance Act.

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

HR 1547, Stephanie Tubbs Jones Collegiate Housing and Infrastructure Act of 2009, and S 781, Collegiate Housing and Infrastructure Act of 2009, protection of section 501(c)(3), non-profit, tax-exempt institutional status for grants to campus housing organizations No bill number, FYY2011 Labor/HHS/Education Appropriations bill, student financial aid funding, funding for International Studies centers, and the Institute for Educational Research HR 4872, Health Care & Education Affordability Reconciliation Act of 2010, student financial aid, including the Direct Loan program and maximum award levels and repayment requirements for the Pell Grant program HR 4194, S 2888, Law Student Clinic Participation Act, exception from prohibition on federal law student clerks representing claims against the federal government unless a conflict of interest S 3206, Keep Our Educators Working Act of 2010, funding for education jobs for K-12, including state maintenance of effort for higher education H.R. 795, S 686, Dorothy I. Height and Whitney M. Young, Jr. Social Work Reinvestment Act, establishment of the Social Work Reinvestment Commission to advise Congress and the HHS Secretary on policy issues related to the profession of social work HR 5600, Employee Educational Assistance Act of 2010, make permanent the exclusion from gross income for employer-provided educational assistance (Section 127 of the Internal Revenue Code)

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

H.R. 690, S. 144 - Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2009 H.R. 4213 - Tax Extenders Act of 2009 H.R. 5078 - Higher Education Affordability and Equity Act of 2010 H.R. 5600 - The Employee Educational Assistance Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; H.R. 690, S. 144: "The Mobile Cell Phone Act of 2009" (provisions concerning taxation of employer provided cell phones); Education on use and operation of University's endowment and University's financial aid policies; opposition to mandated payout rates from endowment; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees). H.R.5078: "The Higher Education Affordability and Equity Act of 2010", Section 4, "Allowance of room, board, and special needs services in the case of scholarship and tuition reduction programs with respect to higher education"

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

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

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

H.R. 4173, Financial Reform bill Estate tax Derivatives Medicare/Prescription drug subsidies H.R. 4849, Small Business and Infrastructure Jobs Tax Act Say-on-Pay Advanced Energy Manufacturing Tax Credit H.R. 4213, American Workers, State and Business Relief Act of 2010 S. 1203, H.R. 422, R&D tax credit Restoring American Financial Stability Act of 2010 Pension funding International tax increases Bonus Depreciation Medicare tax S. 569, re. forced corporate disclosure S.A. 3816, Chambliss/Shelby Amendment to S. 3217 S. A. 3776, Specter Amendment to S. 3217 S. 3217, Restoring American Financial Stability Act H.R. 4213, American Jobs and Closing Tax Loopholes Act IRS Proposal on Uncertain Tax Provision H.R. 5297, Small Business Lending Fund Act Superfund tax S. 3513, Bonus Depreciation Extension to Create Jobs Act Dividends tax Individual Rates S.A. 4369, S.A. 4386, Baucus Amendments to H.R. 4213 H.R. 5600, Pomeroy/S. Johnson - Make Section 127 Permanent

Client expense: $1,110,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office