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. 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

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

S. 1346 - Stop Tax Haven Abuse Act S. 1647 - Tax hike Prevention and Business Certainty Act S. 1787 - Wall Street Trading and Speculators Tax Act S. 2033 - Closing the Derivatives Blended Rate Loophole Act S. 2075 - CUT Loopholes Act S. 3521 - Family and Business Tax Cut Certainty Act of 2012 H.R. 8 - American Taxpayer Relief Act of 2012 H.R. 2669 - Stop Tax Have Abuse Act H.R. 3091 - Tax Hike Prevention and Business Certainty Act H.R. 4623 - Make Permanent the Exemption for Certain Dividents Paid by RICs to Nonresident Aliens H.R. 6616 - To Protect Securities Transactions in the U.S. from Enforcement of Certain Excise Taxes Imposed by any Foreign Government H.R. 6683 - Hurricane Sandy Tax Relief Act of 2012 Capital Gains/Dividends Tax Rate Extension Comprehensive Tax Reform Flow-through/Tax Extenders Annual Contribution Limits for Retirement Plans Foreign Account Tax Compliance Act International Regulated Investment Company Tax-Exemption for Municipal Bonds Tax Treatment of Financial Products/ETNs RIC Modernization Act Technical Corrections

Client expense: $1,001,729 · Firm income: Not reported

general tax issues related to mutual funds; commodity related investments; capital gains and dividend tax rates as they relate to mutual funds; Security Transaction tax proposals; and H.R. 6616

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

Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Transaction tax. (H.R. 3313, S. 1787, H.R. 6616)

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

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

General financial services issues (no specific legislation introduced) On-going implementation of the Dodd Frank Act H.R. 6616 To protect securities transactions in the U.S. from enforcement of certain excise taxes imposed by any foreign government.

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

Government targets: Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of