Permanently Repeal the Estate Tax Act of 2017

H.R. 6757 Family Savings Act H.R. 1 Tax Cuts and Jobs Act H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act H.R. 5282, The Retirement Enhancement and Savings Act of 2018 S. 2526, The Retirement Enhancement and Savings Act of 2018 Life insurance issues related to tax reform implementation

Client expense: $431,327 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax); S.205 - Death Tax Repeal Act of 2017; H.R.1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018; H.R. 1625 - Consolidated Appropriations Act, 2018 (199A tax provision fix).

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Federal Motor Carrier Safety Administration, Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT), U.S. Fish & Wildlife Service (USFWS), White House Office

H.R. 1 Tax Cuts and Jobs Act H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act H.R. 5282, The Retirement Enhancement and Savings Act of 2018 S. 2526, The Retirement Enhancement and Savings Act of 2018 Life insurance issues related to tax reform implementation

Client expense: $417,330 · Firm income: Not reported

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

H.R. 1 Tax Cuts and Jobs Act H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act H.R. 5282, The Retirement Enhancement and Savings Act of 2018 S. 2526, The Retirement Enhancement and Savings Act of 2018 Life insurance issues related to tax reform implementation

Client expense: $271,120 · Firm income: Not reported

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

H.R. 1 Tax Cuts and Jobs Act H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act H.R. 5282, The Retirement Enhancement and Savings Act of 2018 S. 2526, The Retirement Enhancement and Savings Act of 2018 Life insurance issues related to tax reform implementation

Client expense: $417,330 · Firm income: Not reported

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

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax); S.205 - Death Tax Repeal Act of 2017; H.R.1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018; H.R. 1625 - Consolidated Appropriations Act, 2018 (199A tax provision fix).

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, U.S. Fish & Wildlife Service (USFWS), White House Office

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act S 1293/HR 3068, Invent and Manufacture in America Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act HR 2091, Motorsports Fairness and Permanency Act HR 3159, Family Business Preservation Estate Tax Act HR 1, Tax Cuts and Jobs Act S 2256, Tax Extender Act of 2017

Client expense: $210,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, U.S. Forest Service

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax); S.205 - Death Tax Repeal Act of 2017; H.R.1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018; H.R. 1625 - Consolidated Appropriations Act, 2018 (199A tax provision fix).

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, U.S. Fish & Wildlife Service (USFWS), White House Office

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act S 1293/HR 3068, Invent and Manufacture in America Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act HR 2091, Motorsports Fairness and Permanency Act HR 3159, Family Business Preservation Estate Tax Act HR 1, Tax Cuts and Jobs Act S 2256, Tax Extender Act of 2017

Client expense: $190,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), SENATE, U.S. Forest Service

H.R. 1, "Tax Cuts and Jobs Act" H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act H.R. 5282, "The Retirement Enhancement and Savings Act of 2018" S. 2526, "The Retirement Enhancement and Savings Act of 2018" Life insurance issues related to tax reform implementation

Client expense: $402,400 · Firm income: Not reported

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

S.885 - Bill to amend the Internal Revenue Code of 1986 to include foster care transition youth as members of targeted groups for purposes of the work opportunity credit H.R. 2060 - Improved Employment Outcomes for Foster Youth Act of 2017 H.R. 631 - Death Tax Repeal Act of 2017 (Primary Bill) H.R. 198 - Death Tax Repeal Act of 2017 H.R. 451 - Permanently Repeal the Estate Tax Act of 2017 S.205 - Death Tax Repeal Act of 2017 Border adjustment tax as part of broader tax reform discussions S.711 / H.R. 1696 - S Corporation Modernization Act of 2017 S. 1144 - INVEST Act of 2017 H.R. 2887 - The No Regulation Without Representation Act of 2017 S. 976 - Marketplace Fairness Act of 2017 H.R. 2193 - Remote Transactions Parity Act of 2017 H.R. 1 - The Tax Cuts and Jobs Act - whole bill

Client expense: $170,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act S 1293/HR 3068, Invent and Manufacture in America Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act HR 2091, Motorsports Fairness and Permanency Act HR 3159, Family Business Preservation Estate Tax Act HR 1, Tax Cuts and Jobs Act S 2256, Tax Extender Act of 2017

Client expense: $210,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, U.S. Forest Service

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax); S.205 - Death Tax Repeal Act of 2017; H.R.1 - An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, U.S. Fish & Wildlife Service (USFWS), White House Office

H.R. 1, "Tax Cuts and Jobs Act" H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act Life insurance issues related to tax reform

Client expense: $1,281,345 · Firm income: Not reported

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

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act S 1293/HR 3068, Invent and Manufacture in America Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act HR 2091, Motorsports Fairness and Permanency Act HR 3159, Family Business Preservation Estate Tax Act House Republican A Better Way for Tax Reform Blueprint

Client expense: $235,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, U.S. Forest Service

S.885 - Bill to amend the Internal Revenue Code of 1986 to include foster care transition youth as members of targeted groups for purposes of the work opportunity credit H.R. 2060 - Improved Employment Outcomes for Foster Youth Act of 2017 H.R. 631 - Death Tax Repeal Act of 2017 (Primary Bill) H.R. 198 - Death Tax Repeal Act of 2017 H.R. 451 - Permanently Repeal the Estate Tax Act of 2017 S.205 - Death Tax Repeal Act of 2017 Border adjustment tax as part of broader tax reform discussions S.711 / H.R. 1696 - S Corporation Modernization Act of 2017 S. 1144 - INVEST Act of 2017 H.R. 2887 - The No Regulation Without Representation Act of 2017 S. 976 - Marketplace Fairness Act of 2017 H.R. 2193 - Remote Transactions Parity Act of 2017 Tax Reform Framework - "Unified Framework for Fixing our Broken Tax Code"

Client expense: $210,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act Life insurance issues related to tax reform

Client expense: $775,266 · Firm income: Not reported

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

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax); S.205 - Death Tax Repeal Act of 2017;

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, U.S. Fish & Wildlife Service (USFWS), White House Office

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act S 1293/HR 3068, Invent and Manufacture in America Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act HR 2091, Motorsports Fairness and Permanency Act HR 3159, Family Business Preservation Estate Tax Act House Republican A Better Way for Tax Reform Blueprint

Client expense: $195,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, U.S. Forest Service

S.885 - Bill to amend the Internal Revenue Code of 1986 to include foster care transition youth as members of targeted groups for purposes of the work opportunity credit H.R. 2060 - Improved Employment Outcomes for Foster Youth Act of 2017 H.R. 631 - Death Tax Repeal Act of 2017 (Primary Bill) H.R. 198 - Death Tax Repeal Act of 2017 H.R. 451 - Permanently Repeal the Estate Tax Act of 2017 S.205 - Death Tax Repeal Act of 2017 Border adjustment tax as part of broader tax reform discussions S.711 / H.R. 1696 - S Corporation Modernization Act of 2017 S. 1144 - INVEST Act of 2017 H.R. 2887 - The No Regulation Without Representation Act of 2017 S. 976 - Marketplace Fairness Act of 2017 H.R. 2193 - Remote Transactions Parity Act of 2017

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act

Client expense: $682,009 · Firm income: Not reported

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

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax);

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, U.S. Fish & Wildlife Service (USFWS), White House Office

S.885 - Bill to amend the Internal Revenue Code of 1986 to include foster care transition youth as members of targeted groups for purposes of the work opportunity credit H.R. 2060 - Improved Employment Outcomes for Foster Youth Act of 2017 H.R. 631 - Death Tax Repeal Act of 2017 (Primary Bill) H.R. 198 - Death Tax Repeal Act of 2017 H.R. 451 - Permanently Repeal the Estate Tax Act of 2017 S.205 - Death Tax Repeal Act of 2017 Border adjustment tax as part of broader tax reform discussions

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 205, Death Tax Repeal Act of 2017 S 393, LEAP Act S 638/HR 1296, Promoting More American Manufacturing Jobs Act S 707/HR 116, Main Street Fairness Act HR 111, Support Our Start-Ups Act HR 451, Permanently Repeal the Estate Tax Act HR 1425, Bring Small Businesses Back Tax Reform Act House Republican A Better Way for Tax Reform Blueprint

Client expense: $220,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Consumer Product Safety Commission (CPSC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Highway Traffic Safety Administration (NHTSA), SENATE, U.S. Forest Service

Maintaining timber tax provisions that allow forest owners to pay capital gains on income from a timber sale, deduct forest management costs, and deduct reforestation costs; estate tax; estate tax repeal bills:H.R.451 - Permanently Repeal the Estate Tax Act of 2017, H.R.30 - Farmers Against Crippling Taxes Act, H.R.198 - Death Tax Repeal Act of 2017, H.R.631 - Death Tax Repeal Act of 2017, S.205 - Death Tax Repeal Act of 2017

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, SENATE

Overall tax reform (Lower effective tax rates, reduce capital gains taxes, repeal the estate tax and keep stepped-up basis, provide immediate expensing of business inputs, keep the deduction for interest expenses, continue cash accounting, continue like-kind exchanges); HR 451 - Permanently Repeal the Estate Tax Act of 2017 (support repeal of estate tax);

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

Government targets: Agriculture, Dept of (USDA), Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, White House Office

H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure

Client expense: $708,692 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE