To make permanent the individual income tax rates for capital gains and dividends.

H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends; S. 1647, a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; H.R. 8, the "Job Protection and Recession Prevention Act of 2012," (extension of current rate on dividends); S. 3412, the "Middle Class Tax Cut Act," (extension of current rate on dividends);

Client expense: $630,000 · Firm income: Not reported

Government targets: Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE

S. 89, "Withholding Tax Relief Act of 2011"; S. 164, "Withholding Tax Relief Act of 2011"; S. Amendment 212, "Repeal of Imposition of Withholding"; H.R. 674, "To Repeal the Imposition of 3% Withholding"; S. 298, "Charging American Forward Act; Support lower rates on taxation of dividends; Promote the development of the natural gas vehicle market by supporting various incentives; Alternative Minimum Tax issues;S 734, Advanced Vehicle Technology Act of 2011; S 1001, Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011; H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends; H.R. 3374, Hybrid Truck Incentives Improvement Act; H.R. 3630, Temporary Payroll Tax Cut Continuation Act of 2011; H.R. 3765, Temporary Payroll Tax Cut Continuation Act of 2011; S. 1285, Hybrid and Electric Trucks and Infrastructure Act; S.1647, a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; H.R. 500, to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; S. 1813, MAP-21 (Moving Ahead for Progress in the 21st Century); H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends; H.R. 3768, to amend the Internal Revenue Code of 1986 to repeal the credit for plug-in electric drive vehicles; S.232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit.; S. 2161, to amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles; H.R. 4196 & S.2240, To amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends S. 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals atcapital gain rates.S. 2161, To amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles Investment Tax Credit for Renewable Energy Sources generally

Client expense: $690,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of

HR 942, American Research and Competitiveness Act of 2011, as it relates to extending the research credit through 2012HR 689, The 21st Century Investment Act of 2011, as it relates to extending the R&D tax credit HR 99, The Fair and Simple Tax Act of 2011, as it relates to extending the R&D tax credit S 12, The Job Creation Act of 2011, as it relates to extending the R&D tax credit S 543, Wireless Tax Fairness Act of 2011, as it relates to restrictions on any state or local jurisdiction from imposing a new discriminatory tax on cell phone services, providers or property HR 428, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services S 106, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services HR 1693, Research and Development Tax Credit Extension Act of 2011, as it relates to extending the research credit through 2012 HR 1860, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 971, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 727, Bipartisan Tax Fairness and Simplification Act of 2011, provisions related to the corporate tax rate S 1012, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 3476/S 1866, American Growth, Recovery, Empowerment, and Entrepreneurship Act, as it relates to extending the R&D tax credit HR 3091/S 1647, to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates, provisions related to the taxation of dividends of individuals at capital gain rates S 1934, to amend the Internal Revenue Code of 1986 to repeal certain communications taxes, and for other purposes, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 1864, The Mobile Workforce State Income Tax Simplification Act of 2011, as it relates to changes to non-resident personal income tax returns HR 1773, The Made in America Act of 2011, as it relates to extending the R&D tax credit S 825, The Job Creation through Innovation Act, as it relates to extending the R&D tax credit S 1832, Marketplace Fairness Act, as it relates to sourcing issues for interstate sales and telecom tax simplification HR 4196, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets, as it relates to bonus depreciationS 2240, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets., as it relates to bonus depreciation S 2237, Small Business Jobs and Tax Relief Act, as it relates to bonus depreciation

Client expense: $3,480,000 · Firm income: Not reported

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

HR 942, American Research and Competitiveness Act of 2011, as it relates to extending the research credit through 2012HR 689, The 21st Century Investment Act of 2011, as it relates to extending the R&D tax credit HR 99, The Fair and Simple Tax Act of 2011, as it relates to extending the R&D tax credit S 12, The Job Creation Act of 2011, as it relates to extending the R&D tax credit S 543, Wireless Tax Fairness Act of 2011, as it relates to restrictions on any state or local jurisdiction from imposing a new discriminatory tax on cell phone services, providers or property HR 428, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services S 106, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services HR 1693, Research and Development Tax Credit Extension Act of 2011, as it relates to extending the research credit through 2012 HR 1860, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 971, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 727, Bipartisan Tax Fairness and Simplification Act of 2011, provisions related to the corporate tax rate S 1012, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 3476/S 1866, American Growth, Recovery, Empowerment, and Entrepreneurship Act, as it relates to extending the R&D tax credit HR 3091/S 1647, to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates, provisions related to the taxation of dividends of individuals at capital gain rates S 1934, to amend the Internal Revenue Code of 1986 to repeal certain communications taxes, and for other purposes, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 1864/S 3485, The Mobile Workforce State Income Tax Simplification Act of 2011, as it relates to changes to non-resident personal income tax returns HR 1773, The Made in America Act of 2011, as it relates to extending the R&D tax credit S 825, The Job Creation through Innovation Act, as it relates to extending the R&D tax credit S 1832, Marketplace Fairness Act, as it relates to sourcing issues for interstate sales and telecom tax simplification HR 4196, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets, as it relates to bonus depreciationS 2240, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets., as it relates to bonus depreciation S 2237, Small Business Jobs and Tax Relief Act, as it relates to bonus depreciation S 1577, Greater Research Opportunities With Tax Help Act, as it relates to extending the R&D tax credit

Client expense: $3,440,000 · Firm income: Not reported

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

H.R. 8 - the "Job Protection and Recession Prevention Act of 2012" (extending current rate on dividends) H.R. 3091 - to make permanent the individual income tax rates for capital gains and dividends

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends, all provisions; H.R. 3765, Temporary Payroll Tax Cut Continuation Act of 2011, provisions pertaining to spectrum; H.R. 4348, Surface Transportation Bill Extension and Conference Report, provisions pertaining to pension smoothing provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends, provisions pertaining to the electric and nuclear utility industries; H.R. 3765, Temporary Payroll Tax Cut Continuation Act of 2011, provisions pertaining to spectrum.

Client expense: $660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Extension of Tax Credits for Renewable Energy Sources Hr 3091; S. 1647; the tax Hike Prevention acnd Business Certainty Act HR3307; S. 2201; the American Renewable Energy PRoduction Tax credit Extension Act of 2011

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum. S. 1647, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. H.R. 8, "The American Taxpayer Relief Act of 2012" - the fiscal cliff bill, averting scheduled income tax rate increases and the spending reductions required by the sequestration process. H.R. 3091, the "Tax Hike Prevention & Business Certainty Act", a bill that would maintain and extend the current tax rates on capital gains and dividends. No Bill Number - Treasury Department Explanation of the Administration's FY-2012 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury (February 2011), "Green book". FATCA, Notice 2011-34 - Supplemental notice to Notice 2010-60, providing further guidance and requesting comments under Chapter 4 of Subtitle A of the code. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, apping the amount of the tax deductibility on municipal bonds at 28%, below the top tax rates of 35% and 33%; (2) financial transaction tax (9/19/11). No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11).

Client expense: $1,730,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Proposed Treasury Regulations under IRC Section 871(m); H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends; S 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates; Proposed Treasury Regulations on contracts excluded from IRC 1256

Client expense: $350,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

Derivatives regulation; capital markets; job creation; market structure; H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends; S. 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates

Client expense: $350,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

HR 8: American Taxpayer Relief Act of 2012; provisions relating to dividends HR 942: American Research and Competitiveness Act of 2011; provisions relating to research and development credits HR 3091/ S 1647: To make permanent the individual income tax rates for capital gains and dividends; all provisions of the bill S 174: Healthy Lifestyles and Prevention America Act; provisions relating to Federal Excise Tax increases S 794: Protecting American Taxpayers from Misconduct Act; all provisions of the bill Discussions on maintaining Capital Gains and Dividends Tax Rates and Internal Revenue Code reform and reduction of Corporate Income Tax Rate

Client expense: $2,670,000 · Firm income: Not reported

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

H.R. 8 (Tax Relief Unemployment Insurance Reauthorization and Job Creation Act)(legislation to extend various tax provisions); H.R. 11 (Build America Bonds to Create Jobs Now Act of 2011); H.R. 747 (Build America Bonds Extension Act of 2011); H.R. 992 (Building American Jobs Act of 2011)(infrastructure tax legislation); H.R. 1439 (Business Activity Tax Simplification Act of 2011); H.R. 2495 (Tax Equity and Middle Class Fairness Act of 2011); H.R. 2669 (Stop Tax Haven Abuse Act); H.R. 2860 (Deficit Committee Transparency Act); H.R. 2892 (Invest in America Act of 2011); H.R. 2911 (American Jobs Act of 2011); H.R. 2945 (Capital Gains Inflation Relief Act of 2011); H.R. 2989 (Real Estate Jobs and Investment Act of 2011); H.R. 3091 (To make permanent the individual income tax rates for capital gains and dividends); H.R. 3313 (Wall Street Trading and Speculators Tax Act); H.R. 4348 (Highway Investment, Job Creation, and Economic Growth Act of 2012); H.R. 6616 (To protect securities transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes); S. 727 (Bipartisan Tax Fairness and Simplification Act of 2011); S. 1346 (Stop Tax Haven Abuse Act); S. 1375 (Ending Excessive Corporate Deductions for Stock Options Act); S. 1647 (To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates); S. 1787 (Wall Street Trading and Speculators Tax Act); S.Amdt. 1746 (to amend S. 1813); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; Fair Playing Field Act of 2010 (worker classification); Public Employee Pension Transparency Act of 2010; Expansion of Build America Bond Rules to Tax Credit Bonds; Tax rules relating to regulation of over-the-counter derivative contracts; Financial Transaction Tax Proposals; Tax issues related to standardization of credit default swaps; Extension of Active Financing Rules; Tax issues related to implementation of charge for failure to deliver Treasury securities; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Taxation of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; Tax rules relating to Bearer Bonds; Taxation of Transportation and Regional Infrastructure Project (TRIP) Bonds; Tax rules relating to novation of swap contracts; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; French financial transaction tax; Tax extenders.

Client expense: $1,400,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 3091 / S. 1647 -- To make permanent the individual income tax rates for capital gains and dividends

Client expense: $586,090 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 942, American Research and Competitiveness Act of 2011, as it relates to extending the research credit through 2012 HR 689, The 21st Century Investment Act of 2011, as it relates to extending the R&D tax credit HR 99, The Fair and Simple Tax Act of 2011, as it relates to extending the R&D tax credit S 12, The Job Creation Act of 2011, as it relates to extending the R&D tax credit S 543, Wireless Tax Fairness Act of 2011, as it relates to restrictions on any state or local jurisdiction from imposing a new discriminatory tax on cell phone services, providers or property HR 428, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services S 106, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service code of 1986 to repeal the excise tax on telephone and other communications services HR 1693, Research and Development Tax Credit Extension Act of 2011, as it relates to extending the research credit through 2012 HR 1860, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 971, Digital Goods and Services Tax Fairness Act of 2011, provisions that promote neutrality, simplicity and fairness in the taxation of digital goods and digital services S 727, Bipartisan Tax Fairness and Simplification Act of 2011, provisions related to the corporate tax rate S 1012, Telephone Excise Tax Repeal Act of 2011, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 3476/S 1866, American Growth, Recovery, Empowerment, and Entrepreneurship Act, as it relates to extending the R&D tax credit HR 3091/S 1647, to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates, provisions related to the taxation of dividends of individuals at capital gain rates S 1934, to amend the Internal Revenue Code of 1986 to repeal certain communications taxes, and for other purposes, as it relates to amending the Internal Revenue Service Code of 1986 to repeal the excise tax on telephone and other communications services HR 1864/S 3485, The Mobile Workforce State Income Tax Simplification Act of 2011, as it relates to changes to non-resident personal income tax returns HR 1773, The Made in America Act of 2011, as it relates to extending the R&D tax credit S 825, The Job Creation through Innovation Act, as it relates to extending the R&D tax credit S 1832, Marketplace Fairness Act, as it relates to sourcing issues for interstate sales and telecom tax simplification HR 4196, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets, as it relates to bonus depreciation S 2240, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets., as it relates to bonus depreciation S 2237, Small Business Jobs and Tax Relief Act, as it relates to bonus depreciation S 1577, Greater Research Opportunities With Tax Help Act, as it relates to extending the R&D tax credit

Client expense: $3,400,000 · Firm income: Not reported

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

H.R. 3307, "American Renewable Energy Production Tax Credit Extension Act of 2011." Renewable energy tax incentives in general. Issues related to tax rates in general. H.R. 4196, To amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets. S. 2240, A bill to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets. S. 2201, "American Energy and Job Promotion Act". H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends. H.R. 3630, Temporary Payroll Tax Cut Continuation Act of 2011, relating to inclusion of production tax credit. S. 1813, Moving Ahead for Progress in the 21st Century (MAP-21), relating to extension of production tax credit. S. 2201, the American Energy and Job Promotion Act. S. 3275, Master Limited Partnerships Parity Act. H.R. 8, the Job Protection and Recession Prevention Act of 2012, (extension of current rate on dividends). S. 2204, Repeal Big Oil Tax Subsidies Act, (electric vehicles). H.R. 6437, Master Limited Partnerships Parity Act.

Client expense: $1,850,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Nuclear Regulatory Commission (NRC), SENATE, State, Dept of (DOS), U.S. Fish & Wildlife Service (USFWS), White House Office

Legislation affecting natural gas vehicle incentives, including H.R. 1380 - New Alternative Transportation to Give Americans Solutions Act (Sullivan) and related legislation; all provisions; Legislation affecting tax incentives for electric cars, including S. 298 - Charging America Forward Act (Stabenow) and related legislation; all provisions; Tax incentives for energy efficiency and biogas production. Legislation related to Production Tax Credit for Wind. H.R.12 / S. 1549 - The American Jobs Act of 2011 (Obama Administration proposal); provisions related to natural gas and infrastructure finance. Legislation related to capital gains and dividend tax rates, including H.R. 3091 - a bill to make permanent the individual income tax rates for capital gains and dividends and S. 1647 - a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates, provisions related to the dividend tax rate. S. 3521 - The Family and Business Tax Cut Certainty Act of 2012, provisions relating to tax extenders. H.R. 8 (P.L. 112-240) - American Taxpayer Relief Act of 2012 (Fiscal Cliff Bill) and related legislation, provisions related to dividend and capital gains tax rates, sequestration affecting LIHEAP, and energy related tax extenders.

Client expense: $720,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Park Service (NPS), SENATE

H.R. 8, American Taxpayer Relief Act of 2012; provisions related to capital gains, dividends, bonus depreciation, and estate taxes H.R. 428, Telephone Excise Tax Repeal Act of 2011 H.R. 1074, To amend the Internal Revenue Code of 1986 to reduce the corporate income tax rate to 10 percent and to lower the rate of tax on capital gains and dividends to 10 percent H.R. 1860, Digital Goods and Services Tax Fairness Act of 2011 H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends H.R. 3179, Marketplace Equity Act of 2011 H.R. 4196, To amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets S. 7, Comprehensive and Fair Tax Reform Act S. 106, Telephone Excise Tax Repeal Act of 2011 S. 135, Permanent Internet Tax Freedom Act of 2011 S. 493, SBIR/STTR Reauthorization Act of 2011; provisions related to broadband education funding S. 727, Bipartisan Tax Fairness and Simplification Act of 2011 S. 971, Digital Goods and Services Tax Fairness Act of 2011 S. 1012, Telephone Excise Tax Repeal Act of 2011 S. 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates S. 1832, Marketplace Fairness Act

Client expense: $1,890,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Natl Telecommunications & Information Administration (NTIA), SENATE

See addendum. nuclear plant depreciation, generally. H.R. 8, the Job Protection and Recession Prevention Act of 2012 (extension of current rate on dividends); H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends (dividend income tax rate); S.1647, a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates (dividend income tax rate); S. 3412, the Middle Class Tax Cut Act, (dividend income tax rate).

Client expense: $5,070,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Nuclear Regulatory Commission (NRC), SENATE

Extension of Tax Credits for Renewable Energy Sources Temporary and Proposed Regulations on the Treatment of Non-qualified Decommissioning Funds in Nuclear Power Plant Acquisitions Bonus Depreciation Nuclear Plant Decommissioning Nuclear Power Tax Incentives Renewable Energy Production Tax Credit Tax Treatment of Dividend Income 3 Per Cent Witholding S. 89, Withholding Tax Relief Act of 2011 S. 164, Withholding Tax Relief Act of 2011 H.R. 674, a bill addressing 3 Per Cent Withholding H.R. 3091, S. 1647, the Tax Hike Prevention and Business Certainty Act H.R. 3307, S. 2201, the American Renewable Energy Production Tax Credit Extension Act of 2011

Client expense: $1,375,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Justice, Dept of (DOJ), Natl Economic Council (NEC), 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, White House Office

H.R. 8 - "Job Protection and Recession Prevention Act of 2012" H.R. 3091 - "To make permanent the individual income tax rates for capital gains and dividends" S. 734 - "Advanced Vehicle Technology Act of 2011" S.3521 - "Family and Business Tax Cut Certainty Act of 2012" S. 1647 - "A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates" S. 3412 - "Middle Class Tax Cut Act" S. 3413 - "Tax Hike Prevention Act of 2012" Promote the development of the naturas gas vehicle market Support lower rates on taxation of dividends

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

Government targets: Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, SENATE

Legislation related to the "fiscal cliff," including HR 8, the American Taxpayer Relief Act, and its predecessor bills. Legislation related to the taxation of capital gains and dividends, including HR 3091 and S 1647. HR. 3313 and S. 1787, the Wall Street Trading and Speculators Tax Act.

Client expense: $1,120,000 · Firm income: Not reported

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

General discussions re extension of production tax credits to encourage development of wind energy facilities H.R. 1380: New Alternative Transportation to Give Americans Solutions Act of 2011 re incentives for alternative fuel vehicles Proposals pertaining to Section 1603 Treasury Grant Program re renewables financing & energy development H.R. 2892: Invest in America Act of 2011 re capital gains and dividend taxes S. 1671: A bill to amend the Internal Revenue Code of 1986 to allow a temporary dividends received deduction for dividends received from a controlled foreign corporation. re pre-introduction discussions re treatment of foreign earnings H.R. 1036: Job Creation and Innovation Investment Act of 2011 re foreign earnings S. 734: Advanced Vehicle Technology Act of 2011 S. 1001: Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011 H.R. 3091: To make permanent the individual income tax rates for capital gains and dividends S 1647: To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates. General discussion of tax reform to a territorial system

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

Government targets: Commodity Futures Trading Commission (CFTC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT)

Dividend Tax Issues Generally HR 8, "Job Protection and Recession Prevention Act of 2012", regarding provisions to extend certain tax relief provisions enacted in 2001 and 2003, and dividend tax rate. S 3521, "Family Business Tax Cut Certainty Act of 2012", regarding all provisions. S 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates. HR 3091, "To make permanent the individual income tax rates for capital gains and dividends." regarding all provisions. S. 3521, :Family and Business Tax Cut Certainty Act of 2012," regarding all provisions. HR 1380, "New Alternative Transportation to Give Amerians Solutions Act (NATGAS Act)" regarding all provisions. S1813, "Moving Ahead for Progress in the 21st Century (MAP-21)," regarding pension provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation affecting natural gas vehicle incentives, including H.R. 1380 - New Alternative Transportation to Give Americans Solutions Act (Sullivan) and related legislation; all provisions; Legislation affecting tax incentives for electric cars, including S. 298 - Charging America Forward Act (Stabenow) and related legislation; all provisions; Tax incentives for energy efficiency and biogas production. H.R.12 / S. 1549 - The American Jobs Act of 2011 (Obama Administration proposal); provisions related to natural gas and infrastructure finance. H.R. 3091 / S. 1647 - provisions related to dividend and capital gains tax rates. S. 3521 - Family and Business Tax Cut Certainty Act of 2012; provisions related to tax extenders. H.R. 8 (P.L. 112-240) - American Taxpayer Relief Act of 2012 (Fiscal Cliff Bill, including provisions related to dividend and capital gains tax rates, sequestration affecting LIHEAP, and energy related tax extenders) and related legislation.

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Park Service (NPS), SENATE

H.R. 8, the "Job Protection and Recession Prevention Act of 2012, "(extension of current rate on dividends) H.R. 500, to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit H.R. 3768, to amend the Internal Revenue Code 1986 to repeal the credit for plug-in electric drive vehicles H.R. 4078, the "Red Tape Reducation and Small Business Jobs Creation Act" (compilation of House Regulatory reform bills, work on sue and settle H.R. 4348, "Surface Transportaion Bill Extension and Conference Report", (pension smooothing provisions) H.R. 3091, the "Tax Hike Prevention & Business Certainty Act", (dividend and capital gains tax rates) S. 232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit S. 1285, "Hybrid and Electric trucks and Infrastructure Act" (electric vehicles) S. 1647, a bill to repeal rhe sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; S. 1813, "MAP-21 (Moving Ahead for progress in the 21st Century)" (tax issues) S. 2161, to amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles S.3412, the Middle Class Tax Cut Act "exstension of current rate on dividends) S. 3512, the Family and Business Tax Cut Certainty Act of 2012", (electric vehicle infrastructure credit, taxation, (Internal Revenue Code) S.734, Advanced Vehicle Technology Act of 2011 S 1001, Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011

Client expense: $2,320,000 · Firm income: Not reported

Government targets: Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Support lower rates on taxation of dividends. This issue arose in: HR 3091: To make permanent the individual income tax rates for capital gains and dividends; S 1647: To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates; HR 8: The American Taxpayer Relief Act of 2012; Promote the development of the natural gas vehicle market by supporting various incentives. This issue arose in: HR 1380: Support incentives to encourage expansion of the natural gas vehicle market, New Alternative Transportation to Give Americans Solutions (NAT GAS Act); S 734: Advanced Vehicle Technology Act of 2011; S 1001: Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011. Support incentives to produce biogas. This issue arose in: HR 6212: the Biogas Investment Tax Credit Act. Support incentives for high efficiency natural gas furnaces, boilers and water heaters (25C tax credits).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 500, to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new quailed plug-in-electric drive motor vehicles eligible for credit; S 1813, "MAP-21 (Moving Ahead for Progress in the 21st Century): (tax issues); HR 3091, to make permanent the individual income tax rates for capital gains and dividends; HR 3768, to amend the Internal Revenue Code of 1986 to repeal the credit for plug-in electric drive vehicles; HR 4348, Surface Transportation Bill Extension and Conference Report, (pension smoothing provisions); S 232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; S 1285, "Hybrid and Electric Trucks and Infrastructure Act" (electric vehicles); S 1647, a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; S 2161, to amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles; HR 8, the "Job Protection and Recession Prevention Act of 2012," (extension of current rate on dividends); HR 4078, the "red Tape Reduction and Small Business Job Creation Act," (compilation of House Regulatory Reform bills, work on sue and settle); S 3412, the "Middle Class Tax Act," (extension of current rate on dividends); S 3521, the "Family and Business Tax Cut Certainty Act of 2012," (electric vehicle infrastructure credit, taxation, Internal Revenue Code). Support lower rates on taxation of dividends. This issue arose in HR 3091, to make permanent the individual income tax rates for capital gains and dividends; S 1647 to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates, HR 8, The American Taxpayer Relief Act of 2012. Promote the development of the natural gas vehicle market by supporting various incentives. This issue arose in HR 1380, Support incentives to encourage expansion of the natural gas vehicle market, New Alternative Transportation to Give Americans Solutions (NAT GAS Act); S 734, Advanced Vehicle Technology Act of 2011; S 1001, Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011. Support incentives to produce biogas. The issue arose in HR 6212, the Biogas Investment Tax Credit Act. Support incentives for high efficiency natural gas furnaces, boilers and water heaters (25C tax credits).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 8, Job Protection and Recession Prevention Act of 2012, provisions pertaining to the extension of current rate on dividends; H.R. 4348, Surface Transportation Bill Extension and Conference Report, provisions pertaining to pension smoothing provisions; S. 3412, Middle Class Tax Cut Act, provisions pertaining to the extension of current rate on dividends; H.R. 3091/S. 1647, To make permanent the individual income tax rates for capital gains and dividends, all provisions; H.R.3630, Middle Class Tax Relief and Job Creation Act of 2012, all provisions.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislation affecting natural gas vehicle incentives, including H.R. 1380 - New Alternative Transportation to Give Americans Solutions Act (Sullivan) and related legislation; all provisions; Legislation affecting tax incentives for electric cars, including S. 298 - Charging America Forward Act (Stabenow) and related legislation; all provisions; Tax incentives for energy efficiency and biogas production. H.R. 12 / S. 1549 - The American Jobs Act of 2011 (Obama Adminstration Proposal); provisions related to natural gas and infrastructure finance. Legislation related to dividend tax rates, including corporate tax reform proposals, S. 1647 (Crapo), H.R. 3091 (Roskam) and related legislation.

Client expense: Not reported · Firm income: $31,500

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Provisions relating to derivatives and corporate governance. Issues relating to business transactions. S. 1647/H.R. 3091, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Provisions relating to derivatives and corporate governance. Issues relating to business transactions. S. 1647/H.R. 3091, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

100-Percent Bonus Depreciation Extension Amendment 213 to H.R. 1, re. punitive taxes on oil producers Controlled Foreign Corporation (CFC) look-through rules Corporate Tax Rate Derivatives Dodd-Frank Pay Ratio Repeal DoL proposed rule - Worker Misclassification (Independent Contractor) with tax impact (Section 530) End-User Margin Exemption Amendment to S. 3240, the Agriculture Reform, Food and Jobs Act Estate Tax Fiscal Cliff -- H.R. 8, American Taxpayer Relief Act H.R. 1370, S. 1049, to repeal the Health Insurance Tax (HIT) H.R. 1439, Business Activity Tax Simplification Act H.R. 1573, OTC Swaps Market Regulation H.R. 1864, Mobile Workforce State Income Tax Simplification Act H.R. 2167, S. 1824, The Private Company Flexibility and Growth Act H.R. 2682, H.R. 1610, Business Risk Mitigation and Price Stabilization Act H.R. 2779 To Exempt Inter-Affiliate Swaps from Regulatory Requirements of Title VII of the Dodd-Frank Act H.R. 3123, re. faster use of AMT credits H.R. 3606, Jumpstart our Business Startups (JOBS) Act H.R. 4, Small Business Paperwork Mandate Elimination Act H.R. 4196, S. 2240 re. temporary 100% bonus depreciation, AMT credit in lieu of, PCM language H.R. 436, Protect Medical Innovation Act H.R. 8, Job Protection and Recession Prevention Act H.R. 942, American Research and Competitiveness Act of 2011 Home Energy Efficiency Tax Extension Individual Rates LIFO repeal Medical Device Excise Tax Patent/Innovation Box Pension Benefits Guaranty Corporation Premium Increases Pension plan funding stabilization Production Tax Credit (PTC) - e.g. wind energy R&D Tax Credit Rep. Camp's territorial tax system proposal Repatriation Repeal of 3.8% Investment Income Tax Repeal of Section 199 benefit to oil and gas companies S. 1577, Greater Research Opportunities with Tax Help (GROWTH) Act S. 1647, H.R. 3091, to make current tax rate on capital gains and dividends permanent S. 2204, Repeal Big Oil Subsidies Act S. 3412, Tax Increases on Small Manufacturers S. 3413, Tax Hike Prevention Act S. 3460, to allow R&D credits to offset payroll taxes S. 3480, to provide end user exemptions from certain provisions of the Commodity Exchange Act and the Securities Exchange Act of 1934 S. 3521, Family and Business Tax Cut Certainty Act S. 3591, Commercial Bldg. Modernization Act (Snowe), 179D Tax Deduction S. 825, Job Creation Through Innovation Act S. 940, Close Big Oil Tax Loopholes Act S.A. 1812, Stabenow PTC Extension Amendment to S. 1813 S.A. 1826, Roberts Renew Tax Extenders Amendment to S. 1813 SEC/CFTC Derivatives Regulation Section 179 Expensing enhanced Tax deferral for active financing

Client expense: $2,060,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Intl Trade Administration (ITA), Maritime Administration (MARAD), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

Corporate Taxation, generally; Dividend tax rate issues generally; Support incentives to produce biogas, generally; Support incentives for high efficiency natural gas furnaces, boilers and water heaters (25C tax credits); H.R. 8, the Job Protection and Recession Prevention Act of 2012, (extension of current rate on dividends); H.R. 500, to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; H.R. 3768, to amend the Internal Revenue Code of 1986 to repeal the credit for plug-in electric drive vehicles; H.R. 4348, Surface Transportation Bill Extension and Conference Report, (pension smoothing provisions); H.R. 5187, IMPACT Act, (electric vehicle credits); S. 232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; S. 1285, Hybrid and Electric Trucks and Infrastructure Act (electric vehicles); S. 2161, to amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles; S. 2204, Repeal Big Oil Tax Subsidies Act, (electric vehicles); S. 3412, the Middle Class Tax Cut Act, (extension of current rate on dividends); S. 3521, the Family and Business Tax Cut Certainty Act of 2012, (electric vehicle infrastructure credit, taxation, Internal Revenue Code). Support lower rates on taxation of dividends. This issue arose in: HR 3091: To make permanent the individual income tax rates for capital gains and dividends. S 1647: To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates. HR 8: The American Taxpayer Relief Act of 2012 Promote the development of the natural gas vehicle market by supporting various incentives. This issue arose in: HR 1380: Support incentives to encourage expansion of the natural gas vehicle market, New Alternative Transportation to Give Americans Solutions (NAT GAS Act) S 734: Advanced Vehicle Technology Act of 2011 S 1001: Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011 Support incentives to produce biogas. This issue arose in HR 6212: the Biogas Investment Tax Credit Act Support incentives for high efficiency natural gas furnaces, boilers and water heaters (25C tax credits). S. 1291 and HR 2391, Renewable Integration Credit

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

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Energy Regulatory Commission (FERC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), White House Office

H.R. 8, Job Protection and Recession Prevention Act of 2012 and the American Taxpayer Relief Act of 2012 (Senate Amendment); all provision relating to expiring and expired federal tax provisions H.R. 3091, To make permanent the individual income tax rates for capital gains and dividends; provisions relating to the dividends tax rates H.R. 6169, Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012; all provisions relating to expedited process for comprehensive tax reform S. 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates; provisions relating to the dividends tax rates H.J. Res. 66 (Amendment to the Senate Amendment), Permanent Tax Relief for Families and Small Business Act of 2012; all provisions related to expiring individual tax provisions S. 2091, The United States Job Creation and International Tax Reform Act of 2012; all provisions relating to U.S. international tax rules S. 3412, Middle Class Tax Cut Act; all provisions relating to expiring and expired federal tax provisions S. 3521, Family and Business Tax Cut Certainty Act of 2012; all provisions relating to business tax extenders Bill number not yet assigned, A bill affecting corporate tax reform; provisions relating to international tax rules, the U.S. corporate tax rate and expiring and expired provisions including business tax extenders and the 2001 and 2003 individual tax provisions that were scheduled to expire at the end of 2012 Bill number not yet assigned, Presidents Framework for Business Tax Reform (a joint report by the White House and Department of the Treasury); provisions relating to domestic and international tax proposals Bill number not yet assigned, A bill on international tax policy proposals; provisions in House Committee on Ways & Means Chairman Dave Camps Ways and Means Discussion Draft: Participation Exemption (territorial) system

Client expense: $4,480,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

S. 89, "Withholding Tax Relief Act of 2011"; S. 164, "Withholding Tax Relief Act of 2011"; S. Amendment 212, "Repeal of Imposition of Withholding"; H.R. 674, "To Repeal the Imposition of 3% Withholding"; S. 298, "Charging American Forward Act; Support lower rates on taxation of dividends; Promote the development of the natural gas vehicle market by supporting various incentives; Alternative Minimum Tax issues; S 734, Advanced Vehicle Technology Act of 2011; S 1001, Alternative Fuel Vehicles Competitiveness and Energy Security Act of 2011; H.R. 3374, Hybrid Truck Incentives Improvement Act; H.R. 3630, Temporary Payroll Tax Cut Continuation Act of 2011; H.R. 3765, Temporary Payroll Tax Cut Continuation Act of 2011; S. 1285, Hybrid and Electric Trucks and Infrastructure Act; S.1647, a bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; H.R. 500, to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; S. 1813, MAP- 21 (Moving Ahead for Progress in the 21st Century); H.R. 3091, to make permanent the individual income tax rates for capital gains and dividends; H.R. 3768, to amend the Internal Revenue Code of 1986 to repeal the credit for plug-in electric drive vehicles; S.232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit.; S. 2161, to amend the Internal Revenue Code of 1986 to extend and modify the credit for certain plug-in vehicles; H.R. 4348, Surface Transportation Bill Extension and Conference Report";S. 2237, Small Business Jobs and Tax Relief Act; H.R. 4196, To amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets; S. 2240, A bill to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets; H.R. 5974, Invest in America Now Act of 2012; H.R. 8, the Job Protection and Recession Prevention Act of 2012; H.R. 4078, the Red Tape Reduction and Small Business Jobs Creation Act; S. 3412, the Middle Class Tax Cut Act; S. 3521, the Family and Business Tax Cut Certainty Act of 2012; H.R. 6212: the Biogas Investment Tax Credit Act; H.R. 5187, IMPACT Act,; S. 232, a bill to amend the Internal Revenue Code of 1986 to increase the manufacturer limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit; S. 2204, Repeal Big Oil Tax Subsidies Act

Client expense: $250,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 8, Job Protection and Recession Prevention Act of 2012 H.R. 9, Small Business Tax Cut Act H.R. 62 / S. 1373, International Tax Competitiveness Act of 2011 H.R. 436, Health Care Cost Reduction Act of 2012 H.R. 749, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 942, American Research and Competitiveness Act of 2011 H.R. 1834, Freedom to Invest Act of 2011 H.R. 1860 / S. 971, Digital Goods and Services Tax Fairness Act of 2011 H.R. 2568 / S. 1506, A bill to prevent the Secretary of the Treasury from expanding United States bank reporting requirements with respect to interest on deposits paid to nonresident aliens H.R. 2669 / S. 1346, Stop Tax Haven Abuse Act H.R. 2911, America Jobs Act of 2011 H.R. 3091, To make permanent the individual rate for capital gains and dividends H.R. 3313, Wall Street Trading and Speculators Tax Act H.R. 3606, Jumpstart Our Business Startups Act H.R. 4088, Capital Expansion Act H.R. 5333, Middle Class Tax Fairness Act of 2012 H.R. 5542 / S. 2884, Bring Jobs Home Act H.R. 6152 / S. 3364, Bring Jobs Home Act H.R. 6262, Middle Class and Small Business Tax Relief Act of 2012 H.R. 6474, Implementation of Simpson-Bowles Spending Reductions Act of 2012 H.R. 6616, To protect securities transactions in the United States from enforcement of certain excise taxes imposed by any foreign government, and for other purposes H.R. 6684, Spending Reduction Act of 2012 S. 1647, A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates. S. 1671, Foreign Earning Investment Act S. 1787, Wall Street Trading and Speculators Tax Act S. 1832, Marketplace Fairness Act S. 1866, AGREE Act S. 2075, CUT Loopholes Act H.RES. 841, Providing for consideration of the Senate amendment to the joint resolution (H.J. Res. 66) approving the renewal of import restrictions contained in the Burmese Freedom and Democracy Act of 2003, and providing for consideration of the bill (H.R. 6684) to provide for spending reduction H.J. RES. 66, Approving the renewal of import restrictions contained in the Burmese Freedom and Democracy Act of 2003 Various issues relating to the fiscal cliff, tax reform, entitlement reform, and sequestration; the implementation of the Middle Class Tax Relief and Job Creation Act of 2012 (P.L. 112-96); Chairman Paul Ryans FY13 budget proposal; R&D tax credit; tax extenders; S-Corp tax provisions; deferral tax provisions; estate tax reform; cap-gains and dividends taxation; extension of the 2001/2003 tax cuts; state taxation of internet transactions; excise tax on medical devices; general tax reform; financial crisis responsibility fee (proposal to impose a bank tax) Stephen McAllister - Official Covered Positions: June 2002 - March 2009 - Constituent/Community Liaison, Manchester Office - Office of Senator John Sununu

Client expense: $29,510,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Highway Administration (FHA), Federal Reserve System, Federal Trade Commission (FTC), Federal Transit Administration (FTA), 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), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

H.R. 8 - The American Taxpayer Relief Act of 2012; provisions relating to savings: capital gains and qualified dividends parity, qualified charitable IRA distributions and Coverdell extension, while preserving existing rules for qualified plans/IRA, muni interest, and stretch IRAs H.R. 1864 - Mobile Workforce State Income Tax Simplification Act of 2012; entire bill H.R. 3091 To make permanent the individual income tax rates for capital gains and dividends; entire bill H.R. 3313 Wall Street Trading and Speculators Tax Act; entire bill H.R. 4123 Fair Playing Field Act of 2012; entire bill H.R. 4336 - To amend the Internal Revenue Code of 1986 to extend the exclusion from gross income of discharges of qualified principal residence indebtedness; entire bill H.R. 5746 to amend the Internal Revenue Code of 1986 to modify certain rules applicable to real estate investment trusts, and for other purposes; entire bill H.R. 6206 - Build America Bonds Act of 2012; entire bill H.R. 6411 - Inclusive Prosperity Act; entire bill H.R.6616 To protect securities transactions in the United States from enforcement of certain excise taxes imposed by any foreign government; entire bill H.R.6653 - Independent Contractor Tax Fairness and Simplification Act of 2012; entire bill S. 1549 American Jobs Act; provisions relating to 28% limitations on itemized deductions and exclusion for tax-exempt interest income S. 1647 To make permanent the individual income tax rates for capital gains and dividends; entire bill S. 1787 Wall Street Trading and Speculators Tax Act; entire bill S. 2075 The Cut Unjustified Tax Loopholes Act; entire bill S. 2145 Fair Playing Field Act of 2012; entire bill S. 2230 - Paying a Fair Share Act of 2012; entire bill S. 3485 - Mobile Workforce State Income Tax Simplification Act of 2012; entire bill S. 3521 - Family and Business Tax Cut Certainty Act of 2012; provisions relating to IRA charitable rollovers Tax Extenders/Tax Reform/Deficit Reduction; provisions relating to the importance and value of existing tax incentives designed to promote long-term savings and investment (both qualified and non-qualified) and insurance coverage protection; transitional considerations associated with tax law modifications; financial transaction tax; taxation of U.S. corporations both domestically and internationally FATCA; provisions relating to the implications for in-bound U.S. investments, U.S.-owned asset managers compliance burdens, and global competitiveness of U.S. funds Congressman Dave Camps draft legislation to reform the international tax system Administration FY 2013 budget: provisions relating to life insurers DRD, COLI, independent contractors, financial responsibility taxes, carve-back on high-income taxpayers exclusions (including muni interest and employee contributions to qualified plans) Other draft legislative proposals to provide greater clarity on worker classification/independent contractor criteria

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S1647 Repeal the Sunset S1787/HR3313 Wall Street Trading and Speculators Tax Act S2252/HR5727 Rebuild America Act S.3414/HR3523 the Cybersecurity Act HR 3665 Wall Street Accountability Act HR 87 A bill to Repeal the Dodd-Frank Act HR 1062 Burdensome Data Collection Relief Act HR 1125 Debt Free America Act HR 2308 SEC Regulatory Accountability Act HR 2827 Amend the Securities Act of 1934 HR 3091 Permanent Individual Tax Rates

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 942 - American Research and Competitiveness Act of 2011 (R&D tax credits) H.R. 4 & S. 18 - Small Business Paperwork Mandate Elimination Act (1099 reporting) H.R. 428, S. 106 & S. 1012 - Telephone Excise Tax Repeal Act of 2011 H.R. 1002 & S. 543 - Wireless Tax Fairness Act of 2011 H.R. 8 - Job Protection and Recession Prevention Act of 2012 H.R. 1439 - Business Activity Tax Simplification Act H.R. 1864 - Mobile Workforce State Income Tax Simplification Act H.R. 2735 - To amend the IRC of 1986 to make permanent the look-through treatment of payments between related controlled foreign corporations H.R. 3179 - Marketplace Equity Act (to improve the States' rights to enforce the collection of State sales and use tax laws) H.R. 3630 - Middle Class Tax Relief and Job Creation Act of 2012 H.R. 4016 - Carried Interest Fairness Act of 2012 H.R. 6169 - Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012 H.R. 4196 & S. 2240 - To amend the IRC of 1986 to extend the allowance for bonus depreciation for certain business assets H.R. 674, S. 89 & S. 164 - Withholding Tax Relief Act of 2011 (to amend the IRC of 1986 to repeal imposition of 3% withholding on certain payments made to vendors by government entities) H.R. 1860 & S. 971 - Digital Goods and Services Tax Fairness Act of 2011 H.R. 2701 & S. 1452 Main Street Fairness Act H.R. 3091 - To make permanent the individual tax rates for capital gains and dividends S. 135 - Permanent Internet Tax Freedom Act of 2011 S. 1647 - A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates S. 1832 - Marketplace Fairness Act (a bill to restore States' rights to enforce State and local sales and use tax laws) S. 2237 - Small Business Jobs and Tax Relief Act S. 3412 - Middle Class Tax Cut Act VoIP Sourcing tax legislation/Mobile Telecommunications Sourcing Act technical corrections Internet tax fairness State and local taxation of telecommunications/the Internet/digital goods Retirement and pension plan funding U.S. taxation of foreign earnings Corporate tax reform/interest deductibility/tax rates International tax reform Dividend taxation Energy tax legislation Carried interest legislation Treasury guidance on the Economic Substance Doctrine IRS rules on uncertain tax positions (Ann. 2010-30) Telephone excise tax repeal Cost recovery and depreciation issues, including expensing and bonus depreciation Telecommunications equipment depreciation Tax treatment of employer provided cell phones Tax treatment of gain in certain spin-off transactions CFC look-through treatment Research tax credit Employer education assistance Federal telecommunications excise tax application to wireless fees

Client expense: $3,480,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, White House Office

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. 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. 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. 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 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.

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

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

- Provisions related to utilities in the Hurricane Sandy Tax Relief Act of 2012 (H.R. 6683) and Senate draft not introduced. Extension of dividend tax rates in the following bills: HR 3091 (To make permanent the individual income tax rates for capital gains and dividends) S 1497 (To repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gain rates). HR 8 The American Taxpayer Relief Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax Hike Prevention & Business Certainty Act H.R. 3091 and S. 1647 Capital gains and dividend tax rates as they relate to mutual funds General tax issues related to mutual funds (see attached addendum page) Security or financial transaction tax proposals, including H.R. 6411 H.R. 6616 To protect securities transactions in the U.S. from enforcement of certain excise taxes imposed by any foreign government (imposition of foreign financial transaction tax in the U.S.) Tax rules regarding mutual fund investments in commodities Issues related to tax incentives for retirement savings Issues involving commodity related investments Issues related to the tax treatment of exchange traded notes (ETNs) Issues related to limitations or exclusion of municipal bond interest Issues related to fundamental tax reform

Client expense: $610,000 · Firm income: Not reported

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

H.R.3091 & S.1647 The Tax Hike Prevention and Business Certainity Act; Provide gudiance and strategic counsel on FY 2013 Budget tax proposals that could impact insurance companies.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE