No Loopholes in Social Security Taxes Act

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896 and S. 2382, Empowering Older Entrepreneurs: H.R. 4613.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90; Consumer Price Index for the Elderly: H.R. 1030, H.R. 1585, and H.R. 2154; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767; Social Security Protection: H.R. 1031, H.R. 1275, H.R. 1517, and S. 110; Social Security Reform: H.R. 649, H.R. 1029, H.R. 1795, H.R. 3118, S. 308, S. 500, S. 567, S. 896, and S. 2382; Empowering Older Entrepreneurs: H.R. 4613.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90; Consumer Price Index for the Elderly: H.R. 1030, H.R. 1585, and H.R. 2154; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767; Social Security Protection: H.R. 1031, H.R. 1275, H.R. 1517, and S. 110; Social Security Reform: H.R. 649, H.R. 1029, H.R. 1795, H.R. 3118, S. 308, S. 500, S. 567, S. 896, and S. 2382; Empowering Older Entrepreneurs: H.R. 4613.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Consumer Price Index for Elderly Consumers. H.R. 649, H.R. 1030, S. 308, S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index for elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits.Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not be used to calculate Social Security cost-of-living adjustments. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Proposal for the restoration of mailing annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals to safeguard and improve benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. H.R. 3050, S. 2305, H.R. 4664: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the leadership transition at the Social Security Administration. Social Security Commission. H.R. 4786: proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress. Defense of Marriage Act. H.R. 1601, S. 2089: proposals implementing the U.S. Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits. Social Security Service Delivery. H.R. 4964: proposal directing the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors. Social Security Program Integrity. H.R. 4090, the Social Security Fraud and Error Prevention Act of 2014: proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds. Social Security Disability Insurance (SSDI). (No bill.) Proposals to strengthen SSDI and to ensure that funding is available to pay benefits both for current and future beneficiaries. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act.

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896 and S. 2382, Empowering Older Entrepreneurs: H.R. 4613.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S.90; Consumer Price Index for the Elderly: H.R. 1030, H.R. 1585, and H.R. 2145; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767; Social Security Protection: H.R. 1031, H.R. 1275, H.R. 1517, and S. 110; Social Security Reform: H.R. 649, H.R. 1029, H.R. 1795, H.R. 3118, and S. 308, S. 500, S. 567, S. 896 and S. 2382; Empowering Older Entrepreneurs: H.R. 4613.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Significant Tax Issues: Subpart f Exemption, Retirement; H.R.1029, No Loopholes in Social Security Taxes Act and S.500; Federal Tax Reform; H.R. 5267, Business Activity Tax Simplification Act of 2008 (BATSA); Tax Extender Mortgage Debt Forgivness Act;

Client expense: $1,760,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Social Security, Cost of Living Adjustments, Medicare, Medicaid, Chained CPI, HR900, Medicare Eligibility, Targeted Social Security Benefit Improvements, Social Security Administrative Funding & Staffing, SSI, SSDI, S.308, S.567, S.500, S. Amdt 198, S. Amdt 213, S. Amdt 407, HR 649, HR1374, H.Amdt.34, HR 3118, H.Con.Res. 34, S.Con.Res. 15, HR 3547, HR 1029, S 2089 and HR 1601

Client expense: $12,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), White House Office

Consumer Price Index for Elderly Consumers. H.R. 649, H.R. 1030, S. 308, S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index of elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits. Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not bebe used to calculate Social Security cost-of-living adjustments. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Proposal for the restoration of mailing annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals safeguarding and improving benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. H.R. 3050: proposal to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the leadership transition at the Social Security Administration. Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act. Defense of Marriage Act. (No bill.) Proposals implementing the U.S. Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits. Social Security Service Delivery. (No bill). Proposals by the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors. Social Security Program Integrity. H.R. 4090, the Social Security Fraud and Error Prevention Act of 2014: proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds.

Social Security Notch Reform: HR 155 and S.90; Consumer Price Index for the Elderly: HR 1030, HR 1585 and HR 2154: Anti- U.S-Mexico Tatalization/No Social Security for Illegal Work: HR 2745 and S. 767; Social Security Protection HR 1031 and HR 1275 and S. 110 and HR 1517; Social Security Reform: HR 649, HR 1029, HR 1795 and HR 3118 and S. 308, S. 500, S.567 and S.896

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security, Cost of Living Adjustments, Medicare, Medicaid, Chained CPI, HR900, Medicare Eligibility, Targeted Social Security Benefit Improvements, Social Security Administrative Funding & Staffing, SSI, SSDI, S.308, S.567, S.500, S. Amdt 198, S. Amdt 213, S. Amdt 407, HR 649, HR1374, H.Amdt.34, HR 3118, H.Con.Res. 34, S.Con.Res. 15, and HR 1029

Client expense: $12,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), White House Office

Significant Tax Issues: Subpart f Exemption, Retirement; H.R.1029, No Loopholes in Social Security Taxes Act and S.500; Federal Tax Reform

Client expense: $1,800,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Accounting Standards Advisory Board (FASAB), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Social Security, Cost of Living Adjustments, Medicare, Medicaid, Chained CPI, HR900, Medicare Eligibility, Targeted Social Security Benefit Improvements, Social Security Administrative Funding & Staffing, SSI, SSDI, S.308, S.567, S.500, S. Amdt 198, S. Amdt 213, S. Amdt 407, HR 649, HR1374, H.Amdt.34, HR 3118, H.Con.Res. 34, S.Con.Res. 15, HR 3547 and HR 1029

Client expense: $12,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), White House Office

Consumer Price Index for Elderly Consumers. H.R. 649, H.R. 1030, S. 308, S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living adjustments (COLA) for Social Security benefits.Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not be used to calculate Social Security COLAs. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Restoration of mailing of annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308, S. 500, S. 567, H.R. 1029, H.R. 1374, H.R. 649, H.R. 3118: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals safeguarding and improving benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the COLA; increasing the basic benefit; and equalizing benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. H.R. 3050: Proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the impending leadership transition at the Social Security Administration. Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act. Defense of Marriage Act. (No bill.) Proposals implementing the Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits. Social Security Service Delivery. (No bill). Proposals by the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors.

Social Security Notch Reform: HR 155 and S.90; Consumer Price Index for the Elderly: HR 1030, HR 1585 and HR 2154; Anti US Mexico Totalization/No Social Security for Illegal Work: HR 2745 and S.767;Social Security Protection HR 1031, HR 1275 and HR 1517 and S. 110; Social Security Reform: HR 649,HR 1029, HR 1795 and HR 3118 and S. 308, S.500, S. 567 and S. 896

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110 and H.R. 1517, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security, Cost of Living Adjustments, Medicare, Medicaid, Chained CPI, HR900, Medicare Eligibility, Targeted Social Security Benefit Improvements, Social Security Administrative Funding & Staffing, SSI, SSDI, S.308, S.567, S.500, S. Amdt 198, S. Amdt 213, S. Amdt 407, HR 649, HR1374, H.Amdt.34, HR 3118, H.Con.Res. 34, S.Con.Res. 15, and HR 1029

Client expense: $12,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), White House Office

Social Security funding, policy - Chained CPI Municipal Advisors S 1270, HR 1628 - Public Pension issues HConRes 34, S 743, SConRes 15, S 567, S 500, HR 1029 - Social Security Reform

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

Significant Tax Issues: Subpart f/BAT/SILO, Subpart f Exemption, Retirement; H.R.1029, No Loopholes in Social Security Taxes Act and S.500; Federal Tax Reform

Client expense: $1,200,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Accounting Standards Advisory Board (FASAB), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Social Security Notch Reform: H.R. 155 and S. 90; Consumer Price Index for the Elderly: H.R. 1030, H.R. 1585 and H.R. 2154; Anti U.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767; Social Security Protection: H.R. 1031, H.R. 1275 and S.110; Social Security Reform: H.R. 649, H.R. 1029, H.R. 1795 and H.R. 3118, and S. 308, S. 500, S. 567 and S. 896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: H.R. 2745 and S. 767, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and H.R. 3118 and S. 308 and S. 500 and S. 567 and S. 896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Consumer Price Index for Elderly Consumers. H.R. 649; H.R. 1030; S. 308; S. 567, S. 1028, H.R. 3118: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living adjustments (COLA) for Social Security benefits. Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not be usedto calculate Social Security COLAs. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Restoration of mailing of annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308; S. 500; S. 567; H.R. 1029; H.R. 1374; H.R. 649; H.R. 3118: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals to safeguard and improve benefit equity for women, including improving survivor benefits; to provide Social Security credits for caregiving; to enhance the special minimum benefit; to equalize rules for disabled and working widows; to restore student benefits; to improve benefits for disabled children; to strengthen the COLA; to increase the basic benefit; and to equalize benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provision to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. H.R. 3050: Proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the impending leadership transition at the Social Security Administration. Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act. Defense of Marriage Act. United States v. Windsor: Implementation of the Supreme Courts decision in United States v. Windsor invalidating portions of the Defense of Marriage Act (P.L. 104-199) relating to marriage equality and eligibility for Social Security benefits.

Social Security funding/policy Chained CPI Public Pension Issues S 500, HR 1029 - Social Security ReformH.Con.Res 34, S.Con.Res.15, S 567 - Social Security

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

Significant Tax Issues: Subpart f/BAT/SILO, Subpart f Exemption, Retirement; H.R.1029, No Loopholes in Social Security Taxes Act and S.500,

Client expense: $1,320,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Accounting Standards Advisory Board (FASAB), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Consumer Price Index for Elderly Consumers. H.R. 649; H.R. 1030; S. 308; S. 567, S. 1028: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living adjustments (COLA) for Social Security benefits.Chained CPI. H. Con. Res. 34 and S. Con. Res. 15: provision expressing the sense of the Congress that the chained CPI not be used to calculate Social Security COLAs. Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Restoration of mailing of annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308; S. 500; S. 567; H.R. 1029; H.R. 1374; H.R. 649: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals to safeguard and improve benefit equity for women, including improving survivor benefits; to provide Social Security credits for caregiving; to enhance the special minimum benefit; to equalize rules for disabled and working widows; to restore student benefits; to improve benefits for disabled children; to strengthen the COLA; to increase the basic benefit; and to equalize benefits for same-sex married couples. Social Security Benefits. H.R. 1374: provision to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate. Social Security Equality. (No bill.) Proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the impending leadership transition at the Social Security Administration. Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress. Supplemental Security Income (SSI). H.R. 1601: proposal to strengthen and improve access to Supplemental Security Income (SSI) benefits by expanding the resources limit, increasing the general income disregard, and eliminating the reduction in benefits for in-kind support and maintenance. The Older Americans Act Amendments of 2013. S. 1028: provisions related to the reauthorization of the Older Americans Act.

Improvements to Title II and Title XVI for people with disabilities.Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disabililty program issues, provisions dealing with persons with disabilities. Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act. SSA's Work Incentives Simplification proposal. Solvency of the Social Security Trust funds. Disability claims processing. Continuation of the Work Incentives Planning and Assistance and Protection and Advocacy for Beneficiaries of Social Security programs. Protecting and Preserving the Social Security Act, S.308/H.R. 649. Strengthening Social Security Act, S. 567. Keeping Our Social Security Promises Act, H.R. 1029. Social Security-Related Amendments to S. Con. Res. 8. SSI Restoration Act, H.R. 1601.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Council on Disability, Office of Management & Budget (OMB), President of the U.S., SENATE, Social Security Administration (SSA), White House Office

Social Security Notch Reform: H.R. 155 and S.90; Consumer Price Index for the Elderly: H.R. 1030, H.R. 1585 and H.R. 2154; Anti-US Mexico Totalization/No Social Security for Illegal Work: S.787; Social Security Protection: H.R. 1031, H.R. 1275 and S.110; Social Security Reform: H.R. 649, H.R. 1029 and H.R. 1795, and S.308, S.500 and S.896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 155 and S. 90, Consumer Price Index for the Elderly: H.R. 1030 and H.R. 1585 and H.R. 2154, Anti U.S. Mexico Totalization/No Social Security for Illegal Work: S. 787, Social Security Protection: H.R. 1031 and H.R. 1275 and S. 110, Social Security Reform: H.R. 649 and H.R. 1029 and H.R. 1795 and S. 308 and S. 500 and S. 896.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 500, HR 1029 - Social Security reform, funding/policy, including reducing funding or benefits, chained CPI as inflation adjustment State and local public pensions issues, including disclosure of projected future investment returns, mandatory coverage in Social Security S Con Res 8, H Con Res 25 - FY 2014 Budget Resolution, Social Security

Client expense: $710,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

S 500, HR 1029 - Social Security reform, funding/policy, including reducing funding or benefits, chained CPI as inflation adjustment State and local public pensions issues, including disclosure of projected future investment returns, mandatory coverage in Social Security S Con Res 8, H Con Res 25 - FY 2014 Budget Resolution, Social Security

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

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, White House Office

Improvements to Title II and Title XVI for people with disabilities.Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disabililty program issues, provisions dealing with persons with disabilities. Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act. SSA's Work Incentives Simplification proposal. Solvency of the Social Security Trust funds. Disability claims processing. Continuation of the Work Incentives Planning and Assistance and Protection and Advocacy for Beneficiaries of Social Security programs. Protecting and Preserving the Social Security Act, S.308/H.R. 649. Strengthening Social Security Act, S. 567. Keeping Our Social Security Promises Act, H.R. 1029. Social Security-Related Amendments to S. Con. Res. 8.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Food & Drug Administration (FDA), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Office of Management & Budget (OMB), President of the U.S., SENATE, Social Security Administration (SSA), White House Office

Significant Tax Issues: Subpart f/BAT/SILO, Subpart f Exemption, Retirement; H.R.1029, No Loopholes in Social Security Taxes Act and S.500,

Client expense: $2,240,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Accounting Standards Advisory Board (FASAB), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of Personnel Management (OPM), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Consumer Price Index for Elderly Consumers. H.R. 649; H.R. 1030; S. 308; S. 567: provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living adjustments (COLA) for Social Security benefits. Chained CPI. (No bill). Proposal to replace the current index used to calculate the Social Security COLA with a "chained CPI."Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts. Social Security Benefits. (No bill.) Provisions requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age. Annual Social Security Statements. (No bill.) Restoration of mailing of annual Social Security statements to all workers. Social Security Payroll Tax Cap. S. 308; S. 500; S. 567; H.R. 1029; H.R. 1374; H.R. 649: provisions raising the amount of wages subject to payroll taxes. Womens Social Security Improvements and Protections. (No bill.) Proposals to safeguard and improve benefit equity for women, including improving survivor benefits; to provide Social Security credits for caregiving; to enhance the special minimum benefit; to equalize rules for disabled and working widows; to restore student benefits; to improve benefits for disabled children; to strengthen the COLA; to increase the basic benefit; and to equalize benefits for same-sex married couples. Social Security Equality. (No bill.) Proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits. Social Security Administration Commissioner and Deputy Commissioner Appointments. (No bill.) Issues surrounding the impending leadership transition at the Social Security Administration. Social Security Benefits. H.R. 1374: provision to strengthen the Social Security special minimum benefit; increase benefits after 20 years of eligibility; reinstate the students benefit; and to increase the Social Security tax rate. Immigration Reform. (No bill.) Proposals assuring that immigrants authorized to work as a result of immigration reform have access to all of their wages for the purpose of qualifying for Social Security benefits and reimbursing the Social Security trust funds for costs associated with immigration reform. Social Security Commission. (No bill.) Proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving a bill recommending policy options through Congress.

Social Security Notch Reform H.R. 155 and S. 90; Consumer Price Index for the Elderly H.R. 1030; Social Security Protection H.R. 1031, H.R. 1275, and S. 110; Social Security Reform H.R. 649, H.R. 1029, S. 308 and S. 500.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE