To modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to exclude appraisers of employee stock ownership plans.

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979

Client expense: Not reported · Firm income: $1,130,000

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

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

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041; USA Retirement Funds Act, S. 1979

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

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.

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

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

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

Client expense: $410,000 · Firm income: Not reported

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002 (SOX). Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.

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

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

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOPs, DOL Fiduciary Rule S. 273/HR 2041; USA Retirement Funds Act, S 1979

Client expense: $1,040,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

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

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002. Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.

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

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

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

Client expense: $430,000 · Firm income: Not reported

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041

Client expense: $980,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Monitored proposed legislation related to changes to Section 404(b) of the Sarbanes-Oxley Act of 2002. Oppose proposed reforms to DOL definition of "fiduciary;" support S. 273/H.R. 2041.

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

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

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041

Client expense: $1,070,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

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

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Draft bill by Cong. Nunes/Burr regarding Public Employee Pension Transparency; Definition of fiduciary, S. 273. Appraisals of ESOPs, DOL Fiduciary Rule, S. 273/HR 2041.

Client expense: $260,000 · Firm income: Not reported

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC)

Public Employee Pension Transparency Act, HR 1682/S 799; Appraisals of ESOP, DOL Fiduciary Rule S. 273/HR 2041

Client expense: $1,070,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of