Debt Free America Act

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes; to Ways & Means. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states; to Ways & Means. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses; to Ways & Means. H.R. 64, to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes; to Ways & Means. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate; to Ways & Means. H.R. 749, to permanently extend the subpart F exemption for active financing income; to Ways & Means. H.R. 871, to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities; to Ways & Means. H.R. 880, to make permanent the deduction for health insurance costs in computing self-employment taxes; to Ways & Means. H.R. 937, to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to provide for S corporation reform, and for other purposes; to Ways & Means. H.R. 1773, to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services; to Judiciary. H.R. 2669, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. H.R. 2701, to promote simplification and fairness in the administration and collection of sales and use taxes; to Judiciary. H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends; to Ways & Means. H.R. 3375, to direct the president of the United States to impose duties on merchandise from the People's Republic of China in an amount equivalent to the estimated annual loss of revenue to holders of U.S. intellectual property rights as a result of violations of such intellectual property rights in China, and for other purposes; to Ways & Means. H.R. 3416, to amend title 31, U.S. Code, to ensure that persons who form corporations or limited liability companies in the United States disclose the beneficial owners of those corporations or limited liability companies, in order to prevent wrongdoers from exploiting U.S. corporations and limited liability companies for criminal gain, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving U.S. corporations and limited liability companies, and for other purposes; to Financial Services. H.R. 9, to amend the Internal Revenue Code of 1986 to provide a deduction for domestic business income of qualified small businesses; to Ways & Means. H.R. 6169, to provide for expedited consideration of a bill providing for comprehensive tax reform. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments. S. 727, to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services; to Finance. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. S. 1373, to reduce international tax avoidance and restore a level playing field for American businesses; to Finance. S. 1483, to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations, in order to prevent wrongdoers from exploiting U.S. corporations in ways that threaten homeland security, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving U.S. corporations. S. 1558, to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. S. 2091, to amend the Internal Revenue Code of 1986 to reform the international tax system of the United States, and for other purposes; to Finance.

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

HR3313/S1787 Wall Street Trading & Speculators Tax Act; HR 3665 Wall Street Accountability; HR 87 A Bill to Repeal Dodd-Frank; HR1062 Burdensome Data Collection Act; HR 1125 Debt Free America Act; HR 2308 SEC Regulatory Accountability Act; HR 3638 Act for the 99%; HR 5727 Rebuild America Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure. H.R. 6020/S.3301, Financial Services and General Government Appropriations Act for FY 2013 - Lobbied to protect new Consumer Financial Protection Bureau from annual appropriations scrutiny and to protect funding levels for SEC, CFTC, FTC and IRS Taxpayer Services programs. H.R. 4078, the Red Tape Reduction and Small Business Job Creation Act - sent letter to all members of the House opposing the title incorporating H.R. 2308, the SEC Regulatory Accountability Act. S. 3468, the Independent Agency Regulatory Analysis Act - Lobbied for Senate Homeland Security and Governmental Affairs Committee hearings and input from agencies before a committee mark up. Participated in August 1 roundtable at the Department of Treasury to discuss implementation of the JOBS Act. Wrote to the Securities and Exchange Commission recommending that they not move to an interim final rule on general solicitation and advertising under the JOBS Act without first receiving comment from the public.

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions H.R. 2568, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions H.R. 3313, Wall Street Trading and Speculators Tax Act, all provisions S. 1289, TAX GAP Act, all provisions S. 1506, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions S. 1787, Wall Street Trading and Speculators Tax Act, all provisions Issues related to unrelated business income tax and the revised Form 990.

Client expense: $1,044,000 · Firm income: Not reported

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the IRC to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the IRC to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the IRC to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program. H.R. 123, to amend the IRC to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the IRC to make permanent the credit for increasing research activities. H.R. 609, to amend the IRC to reduce the corporate income tax rate. H.R. 749, to amend the IRC to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the IRC to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the IRC to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the IRC to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to amend the IRC to provide for S corporation reform, and for other purposes. H.R. 1773, to amend the IRC to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates, and for other purposes. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. H.R. 2669, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. H.R. 2701, to promote simplification and fairness in the administration and collection of sales and use taxes. H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends. H.R. 3375, to direct the president of the United States to impose duties on merchandise from the People's Republic of China in an amount equivalent to the estimated annual loss of revenue to holders of U.S. intellectual property rights as a result of violations of such intellectual property rights in China. H.R. 3416, to ensure that persons who form corporations or limited liability companies in the US disclose the beneficial owners of those corporations or limited liability companies, in order to prevent wrongdoers from exploiting U.S. corporations and limited liability companies for criminal gain, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving U.S. corporations and limited liability companies. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. S. 1373, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. S. 1483, to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations. S. 1558, to amend the Internal Revenue Code of 1986 to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. S. 2091, to amend the Internal Revenue Code of 1986 to reform the international tax system of the United States, and for other purposes; to Finance.

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions H.R. 2568, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions H.R. 3313, Wall Street Trading and Speculators Tax Act, all provisions S. 1289, TAX GAP Act, all provisions S. 1506, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions S. 1787, Wall Street Trading and Speculators Tax Act, all provisions

Client expense: $1,171,000 · Firm income: Not reported

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program. Presented testimony and worked with Staff of the House Financial Services Subcommittee on Insurance, Housing and Community Opportunity, on Federal Housing Administration oversight of reverse mortgages. AARP seeks continuation of, and improvement to the program. (no bill) Discussed implications of H.R. 4624, the "Investment Advisor Oversight Act." Responded to SEC request for Comment on Financial Literacy and Disclosure.

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the Internal Revenue Code of 1986 to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the Internal Revenue Code of 1986 to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the Internal Revenue Code of 1986 to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to amend the Internal Revenue Code of 1986 to provide for S corporation reform, and for other purposes. H.R. 1773, to amend the Internal Revenue Code of 1986 to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates, and for other purposes. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. H.R. 2669, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. H.R. 2701, to promote simplification and fairness in the administration and collection of sales and use taxes. H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends. H.R. 3375, to direct the president of the United States to impose duties on merchandise from the People's Republic of China in an amount equivalent to the estimated annual loss of revenue to holders of U.S. intellectual property rights as a result of violations of such intellectual property rights in China. H.R. 3416, to ensure that persons who form corporations or limited liability companies in the US disclose the beneficial owners of those corporations or limited liability companies, in order to prevent wrongdoers from exploiting U.S. corporations and limited liability companies for criminal gain, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving U.S. corporations and limited liability companies. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. S. 1373, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. S. 1483, to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations. S. 1558, to amend the Internal Revenue Code of 1986 to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000. S. 2091, to amend the Internal Revenue Code of 1986 to reform the international tax system of the United States, and for other purposes; to Finance.

Discussed financial regulatory reforms, including consumer and investor protections. (no bill) Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. H.R.2940/S.1831, Parts of the JOBS Act Package - Lobbied and wrote a letter in opposition to pairing back Regulation D protections in stock offerings. H.R.2930/S.1970/S.1791, Parts of JOBS Act Package - Lobbied to restore consumer protections regarding "crowd funding" of initial public offerings (IPO's) that the bill curtailed. H.R. 3606, JOBS Act - Lobbied and wrote in support of the Reid/Levin/Landrieu amendment in the nature of a substitute, and in favor of the "crowd funding" amendment. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, Fitzpatrick Amendment No.1, 3/27/2012 - Lobbied to lift cap on number of loans authorized under Home Equity Conversion Mortgage (HECM) program.

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions H.R. 2568, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions H.R. 3313, Wall Street Trading and Speculators Tax Act, all provisions S. 1289, TAX GAP Act, all provisions S. 1506, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions S. 1787, Wall Street Trading and Speculators Tax Act, all provisions

Client expense: $895,000 · Firm income: Not reported

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions S. 1289, TAX GAP Act, all provisions

Client expense: $865,000 · Firm income: Not reported

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the Internal Revenue Code of 1986 to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the Internal Revenue Code of 1986 to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the Internal Revenue Code of 1986 to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to amend the Internal Revenue Code of 1986 to provide for S corporation reform, and for other purposes. H.R. 1773, to amend the Internal Revenue Code of 1986 to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates, and for other purposes. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. H.R. 2669, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. H.R. 2701, to promote simplification and fairness in the administration and collection of sales and use taxes. H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends. H.R. 3375, to direct the president of the United States to impose duties on merchandise from the People's Republic of China in an amount equivalent to the estimated annual loss of revenue to holders of U.S. intellectual property rights as a result of violations of such intellectual property rights in China. H.R. 3416, to amend title 31, U.S. Code, to ensure that persons who form corporations or limited liability companies in the United States disclose the beneficial owners of those corporations or limited liability companies, in order to prevent wrongdoers from exploiting U.S. corporations and limited liability companies for criminal gain, to assist law enforcement in detecting, preventing, and punishing terrorism, money laundering, and other misconduct involving U.S. corporations and limited liability companies. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. S. 1373, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. S. 1483, to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations. S. 1558, to amend the Internal Revenue Code of 1986 to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000.

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions H.R. 2568, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions H.R. 3313, Wall Street Trading and Speculators Tax Act, all provisions S. 1289, TAX GAP Act, all provisions S. 1506, a bill to prevent the Secretary of Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens, all provisions S. 1787, Wall Street Trading and Speculators Tax Act, all provisions

Client expense: $985,000 · Firm income: Not reported

Discussed financial regulatory reforms, including consumer and investor protections, a potential systemic risk regulator, and consolidation of agencies (no bill). Pub.Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act - Discussed implementation of legislation. H.R.677/S.267, the Lifetime Income Disclosure Act-Supported the original co-sponsors of the House and Senate versions of the Lifetime Income Disclosure Act. This legislation would provide individuals with a better understanding of the lifetime value of their 401(k) plan assets by including in a yearly benefit statement a conversion of their total accrued benefits into a monthly dollar amount as if they had opted to receive a lifetime annuity. Discussed pending DOL and SEC regulations on the definition of a fiduciary. (no bill) Opposed Regs. to implement Dodd/Frank (P.L. 111-203) with regard to preemption of state consumer protection laws and visitorial rights of state attorneys general. H.R. 1121, The Responsible Consumer Financial Protection Regulation Act of 2011 - Expressed opposition as it weakens the Consumer Financial Protection Bureau under Dodd/Frank. H.R. 1315, The Consumer Financial Protection Safety and Soundness Improvement Act of 2011 - Expressed opposition as it weakens the CFPB under Dodd/Frank. S.746, Dodd-Frank Repeal Act of 2011 - Expressed opposition as it would roll back funding and authority for the CFPB under Dodd/Frank. S.782, Economic Development Revitalization Act - Opposed Snowe amendment that would hamper regulation of small business (amendment defeated). Consolidated Appropriations Act, FY 2012, H.R. 2055, H.R. 3671, H.R. 2017, Consolidated and Further Appropriations Continuing Appropriations Act, H.R. 2112, Continuing Resolution, FY 2012, H.R. 2608 and H.J. Res. 79, 94 and 95 - Lobbied for funding for agencies and programs within the jurisdiction of the Financial Services & General Government Appropriations bill (H.R. 2434/S.1573), including the Consumer Financial Protection Bureau (opposed new funding restrictions and other CFPB-related changes to Dodd-Frank financial reform law) and the IRS (opposed funding restrictions to Affordable Care Act individual mandate). H.R. 2434/S. 1573, Financial Services and General Government Appropriations bill for FY 2012 - Lobbied House Appropriations Committee leadership in opposition to cap and other changes to Dodd-Frank. H.R. 1125, Debt free America Act - Discussed legislation to repeal after 2021 the individual income tax, refundable and non-refundable personal tax credits, and the alternative minimum tax (AMT) on individuals and impose a 1% fee on bank transactions for debt reduction purposes. Pub. Law 111-203, Dodd/Frank Wall Street Reform and Consumer Protection Act - Opposed H.R. 2308 the "SEC Regulatory Accountability Act" - Lobbied for Senate action to fill the position of the Consumer Financial Protection Bureau. Testified before the Senate Banking Subcommittee on Financial Institutions and Consumer Protection on financial security issues facing older Americans. Participated in meetings with Hill staff on range of bills affecting financial services regulation (including H.R. 3010, S. 1615 and S. 1606).

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions S. 1289, TAX GAP Act, all provisions

Client expense: $865,000 · Firm income: Not reported

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions S. 1289, TAX GAP Act, all provisions

Client expense: $865,000 · Firm income: Not reported

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the Internal Revenue Code of 1986 to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the Internal Revenue Code of 1986 to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the Internal Revenue Code of 1986 to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to amend the Internal Revenue Code of 1986 to provide for S corporation reform, and for other purposes. H.R. 1773, to amend the Internal Revenue Code of 1986 to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates, and for other purposes. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. H.R. 2669, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. H.R. 2701, to promote simplification and fairness in the administration and collection of sales and use taxes. H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation. S. 1373, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. S. 1483, to ensure that persons who form corporations in the United States disclose the beneficial owners of those corporations. S. 1558, to amend the Internal Revenue Code of 1986 to apply payroll taxes to remuneration and earnings from self-employment up to the contribution and benefit base and to remuneration in excess of $250,000.

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 25, Fair Tax Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions S. 1289, TAX GAP Act, all provisions

Client expense: $865,000 · Firm income: Not reported

S. 365: Budget Control Act of 2011, all provisions. No Specific Bill: General debt ceiling and budget discussions. H.R. 1125, Debt Free America Act, all provisions.

Client expense: $310,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE

Please see addendum. Issues related to the Credit Union Tax Status Issues related to the Presidents Economic Recovery Oversight Board Report H.R. 4, Comprehensive 1099 Taxpayer Protection and Replayment of Exchange Subsidy Overpayments Act, all provisions H.R. 1125, Tax Equity with Middle Class Fairness Act, all provisions S. 1289, TAX GAP Act, all provisions

Client expense: $780,000 · Firm income: Not reported

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R. 100, to provide for enhanced federal, state, and local assistance in the enforcement of the immigration laws, to amend the Immigration and Nationality Act, to authorize appropriations to carry out the State Criminal Alien Assistance Program, and for other purposes; to Judiciary. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the Internal Revenue Code of 1986 to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the Internal Revenue Code of 1986 to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the Internal Revenue Code of 1986 to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. H.R. 1478, to amend the Internal Revenue Code of 1986 to provide for S corporation reform, and for other purposes; to Ways & Means. H.R. 1773, to amend the Internal Revenue Code of 1986 to make the research credit permanent, increase expensing for small businesses, reduce corporate tax rates, and for other purposes; to Ways & Means. H.R. 1860, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services; to Judiciary. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments, and for other purposes. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible. S. 971, to promote neutrality, simplicity, and fairness in the taxation of digital goods and digital services; to Finance. S. 1346, to restrict the use of offshore tax havens and abusive tax shelters to inappropriately avoid federal taxation, and for other purposes; to Finance.

H.R. 4, to repeal the expansion of information reporting requirements for payments of $600 or more to corporations, and for other purposes. H.R. 25, to promote freedom, fairness, and economic opportunity by repealing the income tax and other taxes, abolishing the Internal Revenue Service, and enacting a national sales tax to be administered primarily by the states. H.R. 62, to amend the Internal Revenue Code of 1986 to reduce international tax avoidance and restore a level playing field for American businesses. H.R. 64, to amend the Internal Revenue Code of 1986 to prevent corporations from exploiting tax treaties to evade taxation of U.S. income. H.R. 99, to amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. H.R. 123, to amend the Internal Revenue Code of 1986 to make certain tax relief permanent, and to repeal the estate tax. H.R. 134, to amend the Internal Revenue Code to make permanent the credit for increasing research activities. H.R. 609, to amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 871, to amend the Internal Revenue Code of 1986 to make the credit for research activities permanent and to provide an increase in such credit for taxpayers whose gross receipts are predominantly from domestic production activities. H.R. 880, to amend the Internal Revenue Code of 1986 to make permanent the deduction for health insurance costs in computing self-employment taxes. H.R. 937, to amend the Internal Revenue Code of 1986 to reduce the corporate rate of tax and to change to a more territorial method of taxing corporations. H.R. 1125, to establish a fee on transactions which would eliminate the national debt and replace the income tax on individuals. S. 359, to amend the Internal Revenue Code of 1986 to repeal the expansion of information reporting requirements to payments made to corporations, payments for property and other gross proceeds, and rental property expense payments, and for other purposes. S. 727, to amend the Internal Revenue Code of 1986 to make the federal income tax system simpler, fairer, and more fiscally responsible.

HR 1287, Domestic Jobs, Domestic Energy and Deficit Reduction Act HR 840 SECURE Act HR 903 MORE Act HR 668 SHIELD Act S 400 To Amend the Federal Power Act HR 402 National Infrastructure Development Bank S 398 National Consensus Appliance Agreements HR 49 American Energy Independence and Price Reduction HR 301 New Manhattan Project for Energy Independence HR 66 Waste to Energy HR 404 Renewable Fuels HR 612 West Coast Ocean Protection HR 945 Streamlining Americas Various Energy Needs HR 909 Roadmap for Americas Energy Future HR 261 No New Drilling Act HR 1032 RELIEF Act HR 952 Energy Critical Elements HR 1023 No More Excuses Energy Act S 652 Building and Upgrading Infrastructure HR 1292 Energy Production Freedom S 482 Tax Prevention Act HR 910 Energy Tax Prevention HR 750 Defending Americas Affordable Energy and Jobs S 116 Public Access to Historical Records S 228 Defending Americas Affordable Energy and Jobs HR 279 Greenhouse Gases HR 680 Intergovernmental Panel on Climate Change HR 97 Free Industry Act HR 153 Ensuring Affordable Energy HR 253 Clean Vehicles for Cleaner Air S 298 Charging America Forward HR 982 HEATR Act S 45 Offshoring Prevention S 13 Fair Tax Act S 12 Job Creation Act S 1 American Competitiveness Act S2 Middle Class Success S 3 Fiscal Responsibility S 4 Clean Energy S 7 Comprehensive and Fair Tax Reform HR 62 International Tax Competitiveness HR 64 To Prevent Corporations from Exploiting Tax Treaties HR 25 Fair Tax Act HR 66 Waste to Energy HR 86 End Tax Uncertainty HR 99 Fair and Simple Tax HR 110 Manufacturing Reinvestment Account HR 132 Create Jobs by Expanding the R&D Tax Credit HR 134 Credit for Increasing Research HR 206 Prevent Pending Tax Increases HR 397 Reform Americans Can Afford Hr 462 Tax Code Termination S 258 Close Big Oil Tax Loopholes HR 601 End Big Oil Subsidies HR 851 Clean Energy Jobs HR 487 Make It In America HR 982 Emergency Deficit Reduction HR 1125 Debt Free America HR 502 Clean Energy Technology Manufacturing HR 1 Full-Year Continuing Appropriations Act, 2011 HR 1473 Department of Defense and Full-Year Continuing Appropriations Act (CR) S 275 Pipeline Transportation Safety Improvement Act of 2011 HR 1084 & S 587 Fracking Responsibility and Awareness of Chemicals (FRAC) Act S 559 Securing Americas Future with Energy & Sustainable Technologies (SAFEST) S 573 regarding USACE harbor maintenance and deepening projects S 493 SBIR/STTR Reauthorization Act of 2011 (amendments) HR 1380 New Alternative Transportation to Give Americans Solutions (NAT GAS Act)