To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.

H.R. 749, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income, all provisions. Discussions regarding the Foreign Account Tax Compliance Act (FATCA)

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

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

1) Support confirmation of Richard Cordray as CFPB director. (2) Support bank overdraft fee reform (HR 1261). (3) Support independent funding, authority and structure of CFPB and oppose all bills to weaken including HR 450,.S 18., S. 205, S 190, S. 238, S. 450 and any similar bills or budgetary line items or appropriations riders. (4) Support legislation to rein in payday lending and similar predatory loan practices, including HR 990 and S 172. Oppose any bills to create non-bank federal charter for paydayor similar lenders. Urge regulators to prevent banks from offering similar payday products. (5) Support legislation to hold credit bureaus accountable including proposals to provide free credit scores, such as S 471/HR 1002. (6) Work to protect consumer privacy notices from full repeal (HR 749, S 635). (6) Oppose efforts to add layers of unnecessary cost-benefit analysis or other so-called accountability constraints onto any federal financial agency, including REINS ACT (S 15) and any similar bills. (7) Support full funding and authority for all other financial regulators, including CFTC and SEC. (8) Urge CFPB and other regulators to enact strongest possible rules to protect homeowners and consumers from financial, foreclosure, mortgage servicing and other weakenings. (9) Oppose efforts in Congress to weaken any other consumer laws (10) Support efforts to eliminate forced arbitration in consumer contracts, such as Arbitration Fairness Act. (11) Support efforts to make large, interconnected financial institutions more accountable to taxpayers, depositors and investors, including support for Volcker rule, other too-big-to-fail and capital reforms. Oppose efforts to weaken that authority, including HR 797, (12) Support strong gainful employment rules for for-profit schools. (13) Support CFPB/DOE efforts to protect students from unfair private student loan practices. (14) Urge financial agencies and FTC to protect consumer privacy and to regulate Internet credit scoring models, data brokers and other practices involving the sale of consumer information or tracking of consumers. (15) Support efforts to establish anti-speculation Financial Transactions Tax (HR 880, S 410). (16) Oppose efforts to weaken investor protections under guise of implementing JOBS Act of 2012. (17) Support efforts to eliminate Deceptive Loan Checks (S 187).

Client expense: $22,182 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 749, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income, all provisions. Discussions regarding the Foreign Account Tax Compliance Act (FATCA)

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

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

S. 3521 - Family and Business Tax Cut Certainty Act of 2012 H.R. 6109 Investing in American Innovation Act of 2012 - R&D Tax Credit Extension H.R. 749 To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for action financing outcome H.R. 5974 Invest in America Now Act of 2012 - Extension of bonus depreciationH.R. 6169 - Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012 - Corporate Tax Reform

Client expense: $550,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), Risk Management Agency, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

General tax issues, corp. tax issues; domestic and international corporate income tax issues; the Presidents Fiscal Year 2013 Budget Proposal; H.R. 749 (Tiberi); H.R. 8 (Reid).

Client expense: Not reported · Firm income: $150,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 749 - Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act Taxation of International Operations Including Ways & Means Chairman Camp's draft and S 2091 Tax Extenders (expiring tax provisions) Streamlined State Sales Taxes Water Private Activity Bonds Water Reuse Incentives Mobile Workforce State Income Tax Corporate Tax Rate Renewable Energy Incentives (Including Section 45 PTC) HR 2735 - CFC Look-through Rule HR 6056 - Extend Energy Efficient Appliances Tax Credit

Client expense: $4,940,000 · Firm income: Not reported

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

Issues related to corporate tax reform, international taxation and repatriationIssues related to extensions of expiring tax provisions (no pending legislation) H.R.684, to amend the IRC of 1986 to modify the incentives for the production of biodiesel, all provisions Issues related to energy tax incentives H.R. 942, American Research and Competitiveness Act of 2011, for provisions related to R&D extension H.R. 749, to amend the IRC of 1986, for provisions related to CFC look-through rules Advocacy for comprehensive corporate tax reform

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

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Standards & Technology (NIST), Navy, Dept of, Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)

H.R. 749, A bill to amend the Internal Revenue Code of 1986 to permanently extend the subpart f exemption for active financing income S. 727, Bipartisan Tax Fairness and Simplification Act of 2011, legislation to reform the Internal Revenue Code of 1986 S. 1346 Stop Tax Haven Abuse Act, legislation to ensure international tax compliance and alter U.S. taxation of overseas incomeH.R. 2735 A bill to amend the Internal Revenue Code of 1986 to make permanent the lookthrough treatment of payments between related controlled foreign corporations H.R. 1864 Mobile Workforce State Income Tax Simplification Act of 2011, legislation to simplify the taxation of employees that travel for work S. 2091 United States Job Creation and Tax Reform Act of 2012, international tax reform H.R. 1439 the Business Activity Tax Simplification Act of 2011, legislation to regulate certain State taxation of interstate commerce. Reg-121647-10: Proposed Regulations relating to information reporting by foreign financial institutions and withholding on certain payments to foreign financial institutions and other foreign entities. Notice 2011-71, proposed changes to guidance that provides a risk based approach for documenting foreign merchants in compliance with the Code section 6050W credit card reporting requirement.

Client expense: $680,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Postal Service (USPS), White House Office

Incentives for Advanced Technology, Tax Reform, R&D Extension, Manufacturing Deduction, monetizing R&D and AMT credits HR1 - "The American Recovery and Reinvestment Act" - became Public Law (P.L. 111-5)- Tax incentives for Advanced Technology, Tax Reform, R&D Extension, Manufacturing Deduction, monetizing R&D and AMT credits. H.R. 749- "To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income" Active Financing Exemption International Tax Provisions Energy Tax Bill - especially 48C credits S. 232 & H.R. 500: to amend the IRC of 1986 to increase manufacturing limitation on the number of new qualified plug-in electric drive motor vehicles eligible for credit. Battery supplier incentive S. Amdt 476: To repeal the Volumetric Ethanol Excise Tax Credit H.R. 3630 Payroll Tax Cut Extension Corporate Tax Reform H.R. 8: American Taxpayer Relief Act of 2012 "Fiscal Cliff Bill"

Client expense: $1,700,000 · Firm income: Not reported

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

H.R.749 - To make permanent the active financial services rule governing how the U.S. taxes income earned by U.S. financial services companies in foreign markets H.R.1439 - Business Activity Tax Simplification Act - all provisions Tax reform (no specific bills) Trade agreements - all provisions - Columbia H.R.3078 - Korea H.R.3080 - Panama H.R.3079 S.1619 - Currency Exchange Rate Oversight Reform Act - all provisions Issues related to Russia PNTR

Client expense: $1,310,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

HR 6616, HR 749 - discussed the American Taxpayer Relief Act of 2012; discussed the issue of corporate tax reform; discussed proposals to extend the active finance exception to Subpart F; discussed the Financial Transactions Tax.

Client expense: $3,160,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R.749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. H.R. 8, the "American Taxpayer Relief Act of 2012".

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 12 The American Jobs Act President Obama's FY2013 Budget Comprehensive Tax Reform H.R. 1864 The Mobile Workforce State Income Tax Simplifications Act of 2011 H.R. 3765 Temporary Payroll Tax Cut Continuation Act of 2011 S. 2048 A Bill to amend the Internal Revenue Code of 1986 to clarify the tax treatment of certain life insurance contract transactions, and for other purposes S.1813 Highway, Job Creation, and Economic Growth Act of 2012 Issues relating to "tax extenders" H.R. 749 To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 8 American Taxpayer Relief Act of 2012

Client expense: $1,900,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

Issues related to corporate tax reform, international taxation and repatriation Issues related to extensions of expiring tax provisions (no pending legislation) H.R.684, to amend the IRC of 1986 to modify the incentives for the production of biodiesel, all provisions Issues related to energy tax incentives H.R. 942, American Research and Competitiveness Act of 2011, for provisions related to R&D extension H.R. 749, to amend the IRC of 1986, for provisions related to CFC look-through rules Advocacy for comprehensive corporate tax reform

Client expense: $1,670,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Standards & Technology (NIST), Navy, Dept of, Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)

U.S. International Tax including Deferral, Foreign Tax Credits: H.R. 749 To Revise the Internal Revenue Code of 1986 on section 954h for active financing income, H.R. 2735 To Revise the Internal Revenue Code of 1986 to make permanent the look-through treatment of payments between related controlled foreign corporations. Corporate Tax Reform: S. 2091 "United States Job Creation and International Tax Reform Act of 2012", H.R. 1439 "Business Activity Tax Simplification Act of 2011", S. 3521 "Latest Title: Family and Business Tax Cut Certainty Act of 2012". R&D Tax Credit (Alternative Simplified Credit, ASC): H.R. 942 "American Research and Competitiveness Act of 2011", S. 1577 "Greater Research Opportunities With Tax Help Act". Bilateral Income Tax Treaties: US- Korea Income tax treaty, US- India Income tax treaty, US-China Income tax treaty. OECD Guidelines and U.S. Treasury Comments on Taxation. Employee-Related Tax Reform: H.R. 1864 "Mobile Workforce Act", S. 3485 " Mobile Workforce Act" .

Client expense: $1,290,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Intl Trade Administration (ITA), Natl Economic Council (NEC), Natl Security Council (NSC), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR 749 - Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act Taxation of International Operations Including Ways & Means Chairman Camp's draft and S 2091 Tax Extenders (expiring tax provisions) Streamlined State Sales Taxes Water Private Activity Bonds Water Reuse Incentives Mobile Workforce State Income Tax Corporate Tax Rate Renewable Energy Incentives (Including Section 45 PTC) HR 2735 - CFC Look-through Rule HR 6056 - Extend Energy Efficient Appliances Tax Credit

Client expense: $4,940,000 · Firm income: Not reported

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

Tax issues regarding financial services industry including the Administration's Fiscal Year 2013 Revenue Proposals; H.R. 749, to amend Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income; S. 3521, the Family and Business Tax Cut Certainty Act of 2012;Fiscal cliff negotiations, culminating in the enactment of H.R. 8, the American Taxpayer Relief Act; and administrative guidance regarding Foreign Account Tax Compliance Act.

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

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

H.R. 749, To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income, all provisions. Discussions regarding the Foreign Account Tax Compliance Act (FATCA)

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

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

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. 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)

Tax issues including deferral of overseas income proposal contained in the Administration's FY 13 budget request. H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. Issues related to corporate tax reform. H.R. 4348, to authorize funds for Federal-aid highways, highway safety programs, and transit programs, and for other purposes" (pension funding provisions). S.3521, Family and Business Tax Cut Certainty Act of 2012 (tax "extenders") H.R. 8, American Taxpayer Relief Act of 2012

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 749 - to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. S.3521, Family and Business Tax Cut Certainty Act of 2012 (tax "extenders"), including subpart F exemption for active financing income. Issues relating to corporate tax reform (no specific legislation)

Client expense: Not reported · Firm income: $150,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 749 - to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income Taxation of overseas income (including deferral and related proposals in the Administration's FY 13 budget request) and proposals relating to corporate tax reform. Tax reform issues (no specific legislation) S.3521, Family and Business Tax Cut Certainty Act of 2012 (tax "extenders", including the active financing exception for Subpart F income H.R. 8, American Taxpayer Relief Act of 2012

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Provide legislative and other tax services related to corporate tax issues, international tax issues, tax reform issues and pension issues during the 112th session of Congress on the following bills: H.R. 2, Repealing the Job-Killing Health Care Law Act H.R. 62, Tax Competitiveness Act of 2011 H.R. 64, Bill to amend Internal Revenue Code to prevent corporations from exploiting tax treaties to evade taxation of United States income H.R. 134, Bill to amend the Internal Revenue Code to make permanent the credit for increasing research activities H.R. 516, Bring Jobs Back to America Act; H.R. 749, Bill to amend Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income S. 12, Job Creation Act of 2011 S. 18, Small Business Paperwork Mandate Elimination Act S. 19, American Liberty Restoration Act S. 20, American Job Protection Act S. 45, Offshoring Prevention Act S. 72, Small Business Paperwork Elimination Act of 2011 S. 239, Innovate America Act S. 359, Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011 H.R.2238, Bill to amend the Internal Revenue Code of 1986 to modify the incentives for the production of biodiesel, and for other purposes S. 1277, Biodiesel Tax Incentive Reform and Extension Act of 2011 S.1321, Bill to establish energy policies to make measurable gains in reducing dependence on foreign oil, saving Americans money, increasing United States competitiveness, improving energy security, improving environmental stewardship, and for other purposes H.R. 2669, Stop Tax Haven Abuse Act H.R. 2735, bill to amend the Internal Revenue Code of 1986 to make permanent the look-through treatment of payments between related controlled foreign corporations H.R. 4196, to amend the Internal Revenue Code of 1986 to extend the allowance for bonus depreciation for certain business assets S. 2075, CUT Loopholes Act S. 2091, United States Job Creation and International Tax Reform Act of 2012 H.R. 4348, MAP-21 H.R. 8, the Job Protection and Recession Prevention Act of 2012 H.R. 6169, Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012 S. 3521, the Family and Business Tax Cut Certainty Act of 2012 Fiscal cliff negotiations, culminating in the enactment of H.R. 8, the American Taxpayer Relief Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 8- American Taxpayer Relief Act of 2012, general issues regarding fiscal cliff; HR 940, S 1835- United States Covered Bond Act of 2011, regarding issues related to covered bonds; HR 4336- To extend the exclusion from gross income of discharges of qualified principal residence indebtedness, general issues regarding mortgage debt forgiveness; S996, HR2655- New Markets Tax Credit Extension Act of 2012, general issues regarding new markets tax credit; HR 749- To amend the Internal Revenue Code of 1986 to permanently extend the subpart E, regarding AFE extension; S2091- A bill to amend the Internal Revenue Code of 1986 to reform the international tax system, general issues relation to international tax reform; General issues regarding FATCA implementation; General issues relating to corporate tax reform.

Client expense: $960,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Treasury, Dept of

S. 12, Job Creation Act (entire bill) S.3485/ H.R. 1864, Mobile Workforce State Income Tax Simplification Act (entire bill) H.R. 749, To amend the Internal Revenue Code of 1986 to permanently extend Subpart F exemption for active financing income (entire bill) H.R. 1634, Superfund Polluter Pays Act (entire bill) S. 461, Polluter Pays Restoration Act (entire bill) H.R. 1596, Superfund Reinvestment Act (entire bill) H.R. 674/ S. 89/ S. 164, Withholding Tax Relief Act (entire bill) S.3521, Family and Business Tax Cut Certainty Act of 2012 (Title II) H.R.8, American Taxpayer Relief Act (entire bill)

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

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

S.85, to amend the Internal Revenue Code of 1986 to reduce the maximum rate of tax on the income of corporations to 20 percent. S.107, to amend the Internal Revenue Code of 1986 to treat income earned by mutual funds from exchange-traded funds holding precious metal bullion as qualifying income HR749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income. HR1151- Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011 - Amends the Dodd-Frank Street Reform and Consumer Protection Act to direct the Secretary of the Treasury, in order to offset the costs of assistance under the Emergency Mortgage Relief and Neighborhood Stabilization Programs, to make risk-based assessments in the total amount of $2.5 billion on financial companies: (1) that manage hedge funds with $10 billion or more in assets under management on a consolidated basis; or (2) with $50 billion or more in total consolidated assets. HR 1601 To amend the Internal Revenue Code of 1986 to permanently extend certain expiring provisions. S. 1813: Highway Investment, Job Creation and Economic Growth Act of 2012 - the bill would alter the reporting requirements associated with the life settlements. President's proposed Budget for Fiscal Year 2013 - tax issues related to life insurance and retirement. Foreign Account Tax Compliance Act (FATCA) requires foreign banks to find any American account holders and disclose their balances, receipts, and withdrawals to the US Internal Revenue Service (IRS), or be subject to a 30% withholding tax on income from US financial assets held by the banks; Owners of these foreign-held assets must report them on a new Form 8938 along with US tax returns if they are worth more than US$50,000, a higher reporting threshold applies to overseas residents, account holders would be subject to a 40% penalty on understatements of income in an undisclosed foreign financial asset; closes a tax loophole that investors had used to avoid paying any taxes on dividends by converting them into dividend equivalents. H.R.8: American Taxpayer Relief Act of 2012 - tax related provisions.

Client expense: $394,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)

1. HR 749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 2. HR 1151 - Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 3. HR 1112 - National Association of Registered Agents and Brokers Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 4. HR 63 - Long-Term Care Insurance Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 5. HR 70 - Disability Benefit Fairness Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 6. HR 1173 - Fiscal Responsibility and Retirement Security Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 7. HR 220 - Identity Theft Prevention Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 8. HR 653 - Financial Information Privacy Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 9. HR 1528 - Consumer Privacy Protection Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 10. S 799 - Commercial Privacy Bill of Rights Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 11. HR 300 - Young Adults Financial Literacy Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 12. HR 626 - Financial Literacy for Youth Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 13. S 853 - A bill to provide for financial literacy education: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 14. S Res 121 - A resolution designating April 2011 as "Financial Literacy Month": provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 15. HR 48 - Federal Life Insurance Transparency Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 16. HR 130 - Life Insurance Employee Notification Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 17. S 159 - Confidence in Long-Term Care Insurance Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 18. DoddFrank Wall Street Reform and Consumer Protection Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 19. Short-term Disability for Federal Workers Bill; provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 20. Patient Protection and Affordable Care Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 21. Advocacy related to the debt limit increase: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 22. Tax Reform: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 23. Strategy for increasing employment opportunities for people with disabilities: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 24. Consumer Financial Protection Bureau Interim Final Rule of Records and Information: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 25. Privacy and Data breach, Cybersecurity, and SSN protection: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 26. S 1619 - Currency Exchange Rate Oversight Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 27. S 1260 and HR 2535 - College Literacy in Finance and Economics Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 28. Genetic Information Nondiscrimination Act - HHS rule implementing Section 105 impacting LTC insurers: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 29. Loss ratios: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 30. Criteria and process for designating nonbank financial companies: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 31. The Health Information Technology for Economic and Clinical Health Act (HITECH) Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 32. Taxation of Employer Provided Benefits: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 33. Debt Limit Increase: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 34. Tax Extender Package: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 35. Safety Net/Employer Provided Benefits Protection: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 36. Hr 5817 - Eliminate Privacy Notice Confusion Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 37. Fair Credit Reporting Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 38. American Tax Payer Relief Act of 2012: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry

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

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

FY2013 Budget of the United States Government, (COLI, Dividends Received Deduction, International) H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income S. 1813, Moving Ahead for Progress in the 21st Century (IRC Section 420) H.R. 4348, Moving Ahead for Progress in the 21st Century (IRC Section 420)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 749, to amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income FY 2013 Budget of the United States Government, International Tax Issues, Expiring Tax Provisions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Misc. corp. and intl. tax issues; HR 749 (Tiberi); the Presidents Fiscal Year 2013 Budget Proposal.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

General tax issues, corp. tax issues; domestic and international corporate income tax issues; the Presidents Fiscal Year 2013 Budget Proposal; H.R. 749 (Tiberi); H.R. 8 (Reid).

Client expense: Not reported · Firm income: $150,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 749, A bill to amend the Internal Revenue Code of 1986 to permanently extend the subpart f exemption for active financing income S. 727, Bipartisan Tax Fairness and Simplification Act of 2011, legislation to reform the Internal Revenue Code of 1986 S. 1346 Stop Tax Haven Abuse Act, legislation to ensure international tax compliance and alter U.S. taxation of overseas income H.R. 2735 A bill to amend the Internal Revenue Code of 1986 to make permanent the lookthrough treatment of payments between related controlled foreign corporations H.R. 1864 Mobile Workforce State Income Tax Simplification Act of 2011, legislation to simplify the taxation of employees that travel for work S. 2091 United States Job Creation and Tax Reform Act of 2012, international tax reform H.R. 1439 the Business Activity Tax Simplification Act of 2011, legislation to regulate certain State taxation of interstate commerce. Reg-121647-10: Proposed Regulations relating to information reporting by foreign financial institutions and withholding on certain payments to foreign financial institutions and other foreign entities. Notice 2011-71, proposed changes to guidance that provides a risk based approach for documenting foreign merchants in compliance with the Code section 6050W credit card reporting requirement.

Client expense: $680,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Postal Service (USPS), White House Office

S. 3521 - Family and Business Tax Cut Certainty Act of 2012 H.R. 6109 Investing in American Innovation Act of 2012 - R&D Tax Credit Extension H.R. 749 To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for action financing outcome H.R. 5974 Invest in America Now Act of 2012 - Extension of bonus depreciation H.R. 6169 - Pathway to Job Creation through a Simpler, Fairer Tax Code Act of 2012 - Corporate Tax Reform

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

Government targets: Agriculture, Dept of (USDA), Commodity Futures Trading Commission (CFTC), Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), Risk Management Agency, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

1. HR 749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 2. HR 1151 - Emergency Mortgage Relief and Neighborhood Stabilization Programs Cost Recoupment Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 3. HR 1112 - National Association of Registered Agents and Brokers Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 4. HR 63 - Long-Term Care Insurance Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 5. HR 70 - Disability Benefit Fairness Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 6. HR 1173 - Fiscal Responsibility and Retirement Security Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 7. HR 220 - Identity Theft Prevention Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 8. HR 653 - Financial Information Privacy Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 9. HR 1528 - Consumer Privacy Protection Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 10. S 799 - Commercial Privacy Bill of Rights Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 11. HR 300 - Young Adults Financial Literacy Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 12. HR 626 - Financial Literacy for Youth Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 13. S 853 - A bill to provide for financial literacy education: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 14. S Res 121 - A resolution designating April 2011 as "Financial Literacy Month": provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 15. HR 48 - Federal Life Insurance Transparency Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 16. HR 130 - Life Insurance Employee Notification Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 17. S 159 - Confidence in Long-Term Care Insurance Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 18. DoddFrank Wall Street Reform and Consumer Protection Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 19. Short-term Disability for Federal Workers Bill; provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 20. Patient Protection and Affordable Care Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 21. Advocacy related to the debt limit increase: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 22. Tax Reform: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 23. Strategy for increasing employment opportunities for people with disabilities: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 24. Consumer Financial Protection Bureau Interim Final Rule of Records and Information: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 25. Privacy and Data breach, Cybersecurity, and SSN protection: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 26. S 1619 - Currency Exchange Rate Oversight Reform Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 27. S 1260 and HR 2535 - College Literacy in Finance and Economics Act of 2011: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 28. Genetic Information Nondiscrimination Act - HHS rule implementing Section 105 impacting LTC insurers: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 29. Loss ratios: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 30. Criteria and process for designating nonbank financial companies: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 31. The Health Information Technology for Economic and Clinical Health Act (HITECH) Act: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 32. Taxation of Employer Provided Benefits: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 33. Debt Limit Increase: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 34. Tax Extender Package: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry; 35. Safety Net/Employer Provided Benefits Protection: provisions relating to employer-provided benefits and supplemental and voluntary benefits insurance industry

Client expense: $230,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of

Issues related to corporate tax reform, international taxation and repatriation Issues related to extensions of expiring tax provisions (no pending legislation) H.R.684, to amend the IRC of 1986 to modify the incentives for the production of biodiesel, all provisions Issues related to energy tax incentives H.R. 942, American Research and Competitiveness Act of 2011, for provisions related to R&D extension H.R. 749, to amend the IRC of 1986, for provisions related to CFC look-through rules Advocacy for comprehensive corporate tax reform

Client expense: $2,100,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Standards & Technology (NIST), Navy, Dept of, Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)

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

H.R.749 - To make permanent the active financial services rule governing how the U.S. taxes income earned by U.S. financial services companies in foreign markets H.R.1439 - Business Activity Tax Simplification Act - all provisions Tax reform (no specific bills) Trade agreements - all provisions - Columbia H.R.3078 - Korea H.R.3080 - Panama H.R.3079 S.1619 - Currency Exchange Rate Oversight Reform Act - all provisions Issues related to Russia PNTR

Client expense: $1,310,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Issues related to corporate tax reform, international taxation and repatriation Issues related to extensions of expiring tax provisions (no pending legislation) H.R.684, to amend the IRC of 1986 to modify the incentives for the production of biodiesel, all provisions Issues related to energy tax incentives H.R. 942, American Research and Competitiveness Act of 2011, for provisions related to R&D extension H.R. 749, to amend the IRC of 1986, for provisions related to CFC look-through rules Advocacy for comprehensive corporate tax reform

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

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Standards & Technology (NIST), Navy, Dept of, Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Coast Guard (USCG), U.S. Trade Representative (USTR)

H.R.749 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 749 - Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act Taxation of International Operations Including Ways & Means Chairman Camp's draft and S 2091 Tax Extenders (expiring tax provisions) Streamlined State Sales Taxes Water Private Activity Bonds Water Reuse Incentives Mobile Workforce State Income Tax Corporate Tax Rate Renewable Energy Incentives (Including Section 45 PTC) HR 2735 - CFC Look-through Rule HR 6056 - Extend Energy Efficient Appliances Tax Credit

Client expense: $3,890,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

HR 749 - Permanent Extension of Subpart F Deferral for Financial Services Business Activity Tax Simplification Act Taxation of International Operations (Including Chairman Camp discussion draft) Tax Extenders (expiring tax provisions) Streamlined State Sales Taxes Water Private Activity Bonds Water Reuse Incentives Mobile Workforce State Income Tax Extension of Sections 954(h) and 954(i) Corporate Tax Rate Renewable Energy Incentives (Including S45 PTC) S 652 - Building and Upgrading Infrastructure for Long-Term Development, including rail and locomotive investment tax credits HR 2735 - CFC Look-through Rule S 2091 - United States Job Creation and International Reform Act of 2012 (Enzi) HR 3630 - Middle Class Tax Relief and Job Creation Act of 2012

Client expense: $5,280,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Export-Import Bank of the United States (EXIM Bank), Federal Aviation Administration (FAA), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA)

U.S. International Tax including Deferral, Foreign Tax Credits: H.R. 749 Revise the Internal Revenue Code of 1986 on section 954h for active financing income, H.R. 2735 Revise the Internal Revenue Code of 1986 to make permanent the look-through treatment of payments between related controlled foreign corporations. Corporate Tax Reform: S. 2091 United States Job Creation and International Tax Reform Act of 2012, S. 3521 Family and Business Tax Cut Certainty Act of 2012, S. 2884 Bring Jobs Home Act, H.R. 5795 Rebuilding American Manufacturing Act of 2012, H.R. 1439 Business Activity Tax Simplification Act of 2011. R&D Tax Credit (Alternative Simplified Credit, ASC): H.R. 942 American Research and Competitiveness Act of 2011, S. 1577 Greater Research Opportunities With Tax Help Act. Other Treasury and IRS Regulations: IRS Regulation Section 1.901-2 on foreign tax credits. Bilateral Income Tax Treaties: US-Spain Income tax treaty, U.S.- Korea Income tax treaty, U.S.- India Income tax treaty, U.S.-China Income tax treaty. OECD Guidelines and U.S. Treasury Comments on Taxation: OECD Discussion draft on Taxation of Intangibles. Employee-Related Tax Reform. Taxation Issues for the "Cloud" and Services.

Client expense: $1,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Defense, Dept of (DOD), Energy, Dept of, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Security Agency (NSA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Federal tax issues before Congress and the Administration affecting investment banking and securities, including: - The Administration's Fiscal Year 2013 Revenue Proposals - H.R. 749, to amend Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income - Tax Reform and Deficit Reduction - S. 3521, the Family and Business Tax Cut Certainty Act of 2012

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

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