Protecting Family and Small Business Tax Cuts Act of 2018

Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 1431, Retirement Security and Savings Act. H. R. 1994, Setting Every Community Up for Retirement Enhancement Act. H.R. 1084, Family Savings Act of 2019.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Proposals related to the tax treatment of education savings. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, IRA rollovers, and extension of the savers credit to encompass 529 contributions. Proposals to delete the penalty for using 529 funds for student loan repayments. H.R. 529, 529 and ABLE Improvement Act (115th Congress). Proposals to enhance workplace access to 529 plans. S. 1790, Boost Saving for College Act (115th Congress). H.R. 6757, Family Savings Act (115th Congress). H.R. 6760, Protecting Family and Small Business Tax Cuts Act (115th Congress). S. 3781, Retirement Security and Savings Act (115th Congress). H. R. 1994, Setting Every Community Up for Retirement Enhancement Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 6760, "Protecting Family band Small Business Tax Cuts Act of 2018" ; "Retirement Savings and other Tax Relief Act of 2018" and "Taxpayer First Act of 2018,"

Client expense: $25,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 6760, "Protecting Family and Small Business Tax Cuts Act of 2018"; " Retirement Savings and Other Tax Relief Act of 2018," and Taxpayer First Act of 2018,"

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

FY 2019 Budget Resolution--lobbied against the President's FY 2019 budget and House FY 2019 Budget Resolution. Lobbied Senate and House to oppose any cuts in federal employee pay and benefits to offset increased discretionary spending due to lifting of spending caps on defense and nondefense appropriations. Circulated sign on letter to entire House from Rep Raskin to oppose a federal employee pay freeze for 2019. Lobbied against negative impact on federal employees' retirement by requiring workers pay additional salary towards retirement, and continued and increased staffing cuts; privatizing of more airport screening jobs, and reduction in benefits for on the job injuries. FY 2019 Homeland Security Appropriations--lobbied on provisions for funding Customs and Border Protection (CBP), Immigration and Customs Enforcement (ICE),Citizenship and Immigration Services (CIS), Federal Emergency Management Agency (FEMA), Coast Guard (USCG), Federal Protective Service (FPS), and Transportation Security Administration (TSA). retention of prohibitions against the OMB Circular A-76 process in the Coast Guard's National Vessel Documentation Center (NVDC) and on certain position in the CIS related to investigation and adjudication of the immigration rights benefits. Lobbied for funding to increase number of Transportation Security Officer (TSO) full time equivalents (FTEs). HR 2825, DHS Authorization Act, lobbied on TSO personnel issues. FY 2019 Military Quality of Life/Veterans Affairs Appropriations--lobbied on report language that would direct the VA Secretary to use appropriated funding to hire new employees to fill vacancies; provision to provide adequate funding for VA health and benefits programs and contracting out. Lobbied on provisions to increase the Department of Veterans' Affairs health care budget with regard to budget reconciliation, legislation, blue collar pay, white collar pay minimum wage, retirement, part-time annuity computations, and compensatory time. FY 2019 Interior and Environmental Appropriations--lobbied on provisions on contracting out, pay, and working conditions of federal employee jobs. Also lobbied on proposed EPA spending cuts. FY 2019 Labor-HHS-Education Appropriations--lobbied on provisions on contracting out, cuts in funding for job training and employment services, college aid for students, rural health care services, funding for the National Institutes of Health and contracting out at NIH. Lobbied to restore $492 million reduction to Social Security Administration and add back inflation adjusted 16 percent reduction in agency spending since 2010. FY 19 Financial Services and General Government Appropriations Bill--Lobbied for a continuation of the existing government-wide A-76 moratorium. FY 2019 Commerce-Justice Science Appropriations--lobbied for a higher funding level for BOP and for report language that would prohibit the closure of any minimum security camps; require the BOP to hire adequate correctional staff and report to Congress on staffing ratios; end the use of augmentation to compensate for not hiring correctional officer positions; alleviate overcrowding at high-security institutions by activating USP Thomson and constructing a new facility in Letcher County, Kentucky; increase unit officer staff at high security institutions; reduce the use of BOP contract prisons. FY 2019 Commerce-Justice-Science Appropriations--lobbied for the inclusion of CJS report language that will direct BOP to provide on-site firearm storage lockers for correctional workers authorized under LEOSA to carry a firearm while commuting to and from work; Lobbied for report language that would curb the use of augmentation at the Bureau of Prisons. Lobbied for adequate funding for the US Census Bureau as they begin staffing up for the 2020 Census. Lobbied on cuts to EEOC funding. FY 2019 Transportation, Housing and Urban Development Appropriations (THUD)--lobbied on contracting out, pay, benefits, and working condition of federal employees. FY 2019 Agriculture Appropriations--lobbied on provisions on contracting out of federal employee jobs and funding cuts for the Food Safety and Inspection Service. FY 2019 Energy and Water Appropriations--lobbied against amendments that would cut funding for fossil fuel research conducted at the National Energy Technology Laboratory (NETL). Lobbied in support of an increase in the level of spending for the operations of the Social Security system. Lobbied against any potential amendments to limit or eliminate official time to all appropriations bills. Lobbied for HR 3582, the Recognizing the Environmental Gains in Overcoming Negligence Act (REGION Act), to provide no office of the Environmental Protection Agency be closed, consolidated or eliminated using funds made available in any appropriation Act for any fiscal year. Lobbied for prohibition of realigning the Army Civilian Works program from Corps of Engineers to Department of Transportation and Department of Interior. Lobbied against the Kennedy Amendment #3726 and the Paul Amendment #3730 to HR 6157, the Department of Defense Appropriations Act of 2019, which also includes the Health and Human Services Appropriations bill. Lobbied in support of the Menendez Amendment #3705, appropriating funding to implement the Firefighter Cancer Registry Act of 2018. Lobbied against the Paul Amendment #3730, as it will impede federal employees' access to health care coverage through FEHBP. Lobbied against HR 6760, Protecting Family and Small Business Tax Cuts Act of 2018,which would provide additional tax cuts for the wealthy, thereby impacting on working families, federal employees, and seniors.

Client expense: $645,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

FY 2019 Budget Resolution--lobbied against the President's FY 2019 budget and House FY 2019 Budget Resolution. Lobbied Senate and House to oppose any cuts in federal employee pay and benefits to offset increased discretionary spending due to lifting of spending caps on defense and nondefense appropriations. Circulated sign on letter to entire House from Rep Raskin to oppose a federal employee pay freeze for 2019. Lobbied against negative impact on federal employees' retirement by requiring workers pay additional salary towards retirement, and continued and increased staffing cuts; privatizing of more airport screening jobs, and reduction in benefits for on the job injuries. FY 2019 Homeland Security Appropriations--lobbied on provisions for funding Customs and Border Protection (CBP), Immigration and Customs Enforcement (ICE),Citizenship and Immigration Services (CIS), Federal Emergency Management Agency (FEMA), Coast Guard (USCG), Federal Protective Service (FPS), and Transportation Security Administration (TSA). retention of prohibitions against the OMB Circular A-76 process in the Coast Guard's National Vessel Documentation Center (NVDC) and on certain position in the CIS related to investigation and adjudication of the immigration rights benefits. Lobbied for funding to increase number of Transportation Security Officer (TSO) full time equivalents (FTEs). HR 2825, DHS Authorization Act, lobbied on TSO personnel issues. FY 2019 Military Quality of Life/Veterans Affairs Appropriations--lobbied on report language that would direct the VA Secretary to use appropriated funding to hire new employees to fill vacancies; provision to provide adequate funding for VA health and benefits programs and contracting out. Lobbied on provisions to increase the Department of Veterans' Affairs health care budget with regard to budget reconciliation, legislation, blue collar pay, white collar pay minimum wage, retirement, part-time annuity computations, and compensatory time. FY 2019 Interior and Environmental Appropriations--lobbied on provisions on contracting out, pay, and working conditions of federal employee jobs. Also lobbied on proposed EPA spending cuts. FY 2019 Labor-HHS-Education Appropriations--lobbied on provisions on contracting out, cuts in funding for job training and employment services, college aid for students, rural health care services, funding for the National Institutes of Health and contracting out at NIH. Lobbied to restore $492 million reduction to Social Security Administration and add back inflation adjusted 16 percent reduction in agency spending since 2010. FY 19 Financial Services and General Government Appropriations Bill--Lobbied for a continuation of the existing government-wide A-76 moratorium. FY 2019 Commerce-Justice Science Appropriations--lobbied for a higher funding level for BOP and for report language that would prohibit the closure of any minimum security camps; require the BOP to hire adequate correctional staff and report to Congress on staffing ratios; end the use of augmentation to compensate for not hiring correctional officer positions; alleviate overcrowding at high-security institutions by activating USP Thomson and constructing a new facility in Letcher County, Kentucky; increase unit officer staff at high security institutions; reduce the use of BOP contract prisons. FY 2019 Commerce-Justice-Science Appropriations--lobbied for the inclusion of CJS report language that will direct BOP to provide on-site firearm storage lockers for correctional workers authorized under LEOSA to carry a firearm while commuting to and from work; Lobbied for report language that would curb the use of augmentation at the Bureau of Prisons. Lobbied for adequate funding for the US Census Bureau as they begin staffing up for the 2020 Census. Lobbied on cuts to EEOC funding. FY 2019 Transportation, Housing and Urban Development Appropriations (THUD)--lobbied on contracting out, pay, benefits, and working condition of federal employees. FY 2019 Agriculture Appropriations--lobbied on provisions on contracting out of federal employee jobs and funding cuts for the Food Safety and Inspection Service. FY 2019 Energy and Water Appropriations--lobbied against amendments that would cut funding for fossil fuel research conducted at the National Energy Technology Laboratory (NETL). Lobbied in support of an increase in the level of spending for the operations of the Social Security system. Lobbied against any potential amendments to limit or eliminate official time to all appropriations bills. Lobbied for HR 3582, the Recognizing the Environmental Gains in Overcoming Negligence Act (REGION Act), to provide no office of the Environmental Protection Agency be closed, consolidated or eliminated using funds made available in any appropriation Act for any fiscal year. Lobbied for prohibition of realigning the Army Civilian Works program from Corps of Engineers to Department of Transportation and Department of Interior. Lobbied against the Kennedy Amendment #3726 and the Paul Amendment #3730 to HR 6157, the Department of Defense Appropriations Act of 2019, which also includes the Health and Human Services Appropriations bill. Lobbied in support of the Menendez Amendment #3705, appropriating funding to implement the Firefighter Cancer Registry Act of 2018. Lobbied against the Paul Amendment #3730, as it will impede federal employees' access to health care coverage through FEHBP. Lobbied against HR 6760, Protecting Family and Small Business Tax Cuts Act of 2018,which would provide additional tax cuts for the wealthy, thereby impacting on working families, federal employees, and seniors. Lobbied in support of Continuing Resolution (CR)to keep the government open and operating after December 21st expiration; and to ensure the 1.9 percent pay adjustment for civilian federal employees agreed to in FY 2019 Senate Financial Services Approps bill be included in next funding measure.

Client expense: $595,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

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, including implementation of GILTI provisions; H.R. 469, Sunshine for Regulatory Decrees and Settlements Act of 2017; H.R. 1524, Superfund Polluter Pays Act; H.R. 1531, Superfund Reinvestment Act; H.R. 1670, Infrastructure 2.0 Act; H.R. 4318, Miscellaneous Tariff Bill Act of 2017; H.R. 6756, American Innovation Act of 2018; H.R. 6757, Family Savings Act of 2018; H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018; S. 119, Sunshine for Regulatory Decrees and Settlements Act of 2017; S. 2108, Miscellaneous Tariff Bill Act of 2017; S. Res. 4, A resolution to constitute the majority party's membership on certain committees; S. Res. 46, An original resolution authorizing expenditures by the Committee on the Budget; Senate Concurrent Resolutions Establishing the congressional budget; FY 2018 Budget Bills; Alternative Fuel Tax Credit; Fuel Cell Property Tax Credit; Investment Tax Credit; Sec 385; Tax Reform

Client expense: $1,940,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

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, including implementation of GILTI provisions; H.R. 469, Sunshine for Regulatory Decrees and Settlements Act of 2017; H.R. 1524, Superfund Polluter Pays Act; H.R. 1531, Superfund Reinvestment Act; H.R. 1670, Infrastructure 2.0 Act; H.R. 4318, Miscellaneous Tariff Bill Act of 2017; H.R. 6756, American Innovation Act of 2018; H.R. 6757, Family Savings Act of 2018; H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018; S. 119, Sunshine for Regulatory Decrees and Settlements Act of 2017; S. 2108, Miscellaneous Tariff Bill Act of 2017; S. Res. 4, A resolution to constitute the majority party's membership on certain committees; S. Res. 46, An original resolution authorizing expenditures by the Committee on the Budget; Senate Concurrent Resolutions Establishing the congressional budget; FY 2018 Budget Bills; Alternative Fuel Tax Credit; Fuel Cell Property Tax Credit; Investment Tax Credit; Sec 385; Tax Reform

Client expense: $2,250,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

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, including implementation of GILTI provisions; H.R. 469, Sunshine for Regulatory Decrees and Settlements Act of 2017; H.R. 1524, Superfund Polluter Pays Act; H.R. 1531, Superfund Reinvestment Act; H.R. 1670, Infrastructure 2.0 Act; H.R. 4318, Miscellaneous Tariff Bill Act of 2017; H.R. 6756, American Innovation Act of 2018; H.R. 6757, Family Savings Act of 2018; H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018; S. 119, Sunshine for Regulatory Decrees and Settlements Act of 2017; S. 2108, Miscellaneous Tariff Bill Act of 2017; S. Res. 4, A resolution to constitute the majority party's membership on certain committees; S. Res. 46, An original resolution authorizing expenditures by the Committee on the Budget; Senate Concurrent Resolutions Establishing the congressional budget; FY 2018 Budget Bills; Alternative Fuel Tax Credit; Fuel Cell Property Tax Credit; Investment Tax Credit; Sec 385; Tax Reform

Client expense: $1,940,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

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, including implementation of GILTI provisions; H.R. 469, Sunshine for Regulatory Decrees and Settlements Act of 2017; H.R. 1524, Superfund Polluter Pays Act; H.R. 1531, Superfund Reinvestment Act; H.R. 1670, Infrastructure 2.0 Act; H.R. 4318, Miscellaneous Tariff Bill Act of 2017; H.R. 6756, American Innovation Act of 2018; H.R. 6757, Family Savings Act of 2018; H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018; S. 119, Sunshine for Regulatory Decrees and Settlements Act of 2017; S. 2108, Miscellaneous Tariff Bill Act of 2017; S. Res. 4, A resolution to constitute the majority party's membership on certain committees; S. Res. 46, An original resolution authorizing expenditures by the Committee on the Budget; Senate Concurrent Resolutions Establishing the congressional budget; FY 2018 Budget Bills; Alternative Fuel Tax Credit; Fuel Cell Property Tax Credit; Investment Tax Credit; Sec 385; Tax Reform

Client expense: $2,250,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Aviation Administration (FAA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Highway Traffic Safety Administration (NHTSA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Implementation of PL 115-97 - including international tax issues and interest expense deductibility. H.R. 6760, H.R. 6757, H.R. 6756 - Tax Reform 2.0 - entire bills. H.R. 6444 - Capital Gains Relief Act - entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of PL 115-97 including international tax issues and interest expense deductibility. H.R. 6760, H.R. 6757 and H.R. 6756 - Tax Reform 2.0 -entire bills. H.R. 6444 - Capital Gains Inflation Relief Act - entire bill.

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

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

H.R.6760 - Protecting Family and Small Business Tax Cuts Act of 2018

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax reform, death tax repeal H.R. 1 (Tax Cuts and Jobs Act) H.R. 6760 (Protecting Family and Small Business Tax Cuts Act)

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Intl Trade Administration (ITA), Patent & Trademark Office (PTO), SENATE

Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 7184 - No Retroactive Online Taxation Act of 2018; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018; House Amendment to the Senate Amendment to H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018; Proposed Foreign Tax Credit Regulations (REG - 10560048); Proposed Base Erosion and Anti-Abuse Tax (BEAT) Regulation (REG - 104259 - 18).

Client expense: $720,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

H.R. 5963 The Health Insurance Premium Reduction Act H.R. 5422, the Death Tax Repeal Act S.2670 - STARS Act Companion bill H.R. 3956 S. 3063, the bipartisan Health Insurance Tax Relief Act of 2018 (HIT) H.R. 6311, which would delay the Health Insurance Tax (HIT) H.R. 519, the Water and Agriculture Tax Reform Act of 2017 H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018 - Tax Reform 2.0

Client expense: $274,059 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), U.S. Trade Representative (USTR)

National Institutes of Health, Alzheimer's Disease, and the Cures Acceleration Network P.L. 112-25 Budget Control Act of 2011, provisions related to funding for non-defense discretionary programs; entitlements reform P.L. 115-406 Building Our Largest Dementia (BOLD) Infrastructure for Alzheimer's Act Fiscal Year 2019 Agriculture Appropriations Bill, All sections related to the Food and Drug Administration Fiscal Year 2019 Interior and Environment Appropriations Bill; provisions related to the Indian Health Service and Alzheimer's disease Fiscal Year 2019 Commerce, Justice, Science, and Related Agencies Appropriations Act; provisions related to grant program established by Kevin and Avonte's Law S.2076/H.R.4256 Building Our Largest Dementia (BOLD) Infrastructure for Alzheimer's Act H.R.2953/S.2164 Preventive Health Savings Act H.R.6760 Protecting Family and Small Business Tax Cuts Act of 2018; provisions related to the medical expense deduction

Client expense: $480,000 · Firm income: Not reported

Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), SENATE, Veterans Affairs, Dept of (VA)

H.R.3988/S. 2123 - Universal Charitable Giving Act of 2017 - This bill amends the Internal Revenue Code to allow a deduction from gross income (above-the-line deduction) for charitable contributions of individuals who do not elect to itemize deductions for the taxable year. The deduction may not exceed one-third of the standard deduction of the individual. H.R. 5771 - Charitable Giving Tax Deduction Act - This bill amends the Internal Revenue Code to allow a deduction from gross income (above-the-line deduction) for charitable contributions that are allowed as an itemized deduction under current law. H.Con.Res.34 - Recognizing the 100th anniversary of the charitable contribution deduction. S.1817 - Public Good IRA Rollover Act of 2017 - This bill amends the Internal Revenue Code to revise the tax exclusion for distributions from individual retirement accounts (IRAs) for charitable purpose. Tax Reform 2.0 - H.R. 6756 - American Innovation Act of 2018, H.R. 6757 - Family Savings Act of 2018, and H.R. 6760 - Protecting Family and Small Business Tax Cuts Acts of 2018

Client expense: $25,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

General lobbying on issues impacting corporate taxation, including the following specific bills: H.R.1 - Tax Cuts and Jobs Act (implementation provisions); H.R.184 - Protect Medical Innovation Act of 2017 (provisions on excise tax on medical devices); H.R.1393/S.540 - Mobile Workforce State Income Tax Simplification Act of 2017 (as it relates to changes to non-resident personal income tax returns); H.R.2193 - Remote Transaction Parity Act of 2017 (provisions related to sourcing issues for interstate sales and telecom tax simplification); H.R.6756 - American Innovation Act (provisions relating to corporate taxation); H.R.6757 - Family Savings Act (provisions relating to corporate taxation); H.R.6760 - Protecting Family and Small Business Tax Cuts Act of 2018 (provisions relating to corporate taxation); S.976 - Marketplace Fairness Act of 2017 (provisions related to sourcing issues for interstate sales and telecom tax simplification); Draft Tax, Technical and Clerical Corrections Act (provisions related to corporate taxation); and House Amendment to the Senate Amendment to H.R.88 (provisions related to corporate tax rate and tax extenders).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

NETWORK believes a strong and prosperous society requires everyone to contribute. Without taxes there would be no public education and health systems, safe communities, secure retirements, reliable transportation systems, breakthrough research for medical cures, clean renewable energy, and an economic security system to protect and boost struggling families. NETWORK believes the current federal tax system allows and encourages the wealthy and corporations to avoid paying their fair share of taxes and is fundamentally unjust. To create an economy that works for all, the wealthy and corporations should pay more in taxes than they pay now. NETWORK believes corporations derive enormous benefits from the public investments and protections that our tax dollars support and they have a responsibility to contribute. The tax incentives for multinational corporations to shift jobs and profits offshore to avoid taxation should be eliminated, which would level the playing field for small businesses and domestic corporations For decades, wealth and income have grown more and more concentrated in fewer and fewer hands. NETWORK opposes any tax plan that provides tax relief for wealthy individuals and further skews the economy and the tax code away from the vast majority of working people. NETWORK strongly opposed the Tax and Job Act and opposes any tax corrections bill flowing from the underlying act. The bill was fiscally irresponsible, provided enormous new tax benefits to the wealthy and corporations, and failed to provide tax relief for low income working families and individuals. NETWORK opposed the H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018 H.R. 6757, Family Savings Act of 2018 & H.R. 6756, American Innovation Act of 2018″. These tax bills drain our national treasure and overwhelmingly enrich the wealthy. NETWORK supports expanding the Earned Income Tax Credit for younger low income workers and workers with grown children who are currently taxed into poverty. NETWORK supports expanding the Child Tax Credit by making the credit fully refundable and indexing the credit to make it more accessible for low income children. NETWORK supports reform of the Mortgage Interest Deduction. This tax incentive costs the federal government $70 billion a year and largely benefits the highest-income families. Those funds should be reinvest in housing program for low income families and to create a new renter tax credit to help the lowest-income renters afford decent, stable housing. NETWORK supports the Low Income Housing Tax Credit as a way to encourage the development of low income housing.

Client expense: Not reported · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE, U.S. Trade Representative (USTR)

H.R. 25 - The Fair Tax Act 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. NSBA supports H.R. 33 - Small Business Regulatory Flexibility Improvements Act This bill modifies the rulemaking requirements and procedures of federal agencies (excluding Congress, U.S. courts, U.S. territories and possessions, and the District of Columbia) under the Regulatory Flexibility Act of 1980 (RFA) and the Small Business Regulatory Enforcement Fairness Act of 1996 (SBREFA). NSBA supports. H.R. 76 - Separation of Powers Restoration Act of 2017 This bill modifies the scope of judicial review of agency actions to authorize courts reviewing agency actions to decide de novo (without giving deference to the agency's interpretation) all relevant questions of law, including the interpretation of: (1) constitutional and statutory provisions, and (2) rules made by agencies. NSBA supports. H.R. 88 -- Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of 2018 H.R. 88 would make a variety of changes to the tax code. Division A of the bill would extend many tax provisions that expired at the end of 2017 and provide tax relief for victims of disasters. The bill would also modify the requirements for tax-favored savings accounts and employer-provided retirement plans, change the deduction for start-up and organizational expenditures, make technical corrections to Public Law 115-97, and eliminate the increase in unrelated business taxable income related to certain transportation fringe benefits. Division B of the bill would make numerous changes to rules governing the Internal Revenue Service (IRS). NSBA supports. H.R. 198 -- Death Tax Repeal Act of 2017 This bill repeals the federal estate, gift, and generation-skipping transfer taxes. NSBA supports. H.R. 561 - Small Business Job Protection Act of 2017 This bill amends the Internal Revenue Code, as amended by the Patient Protection and Affordable Care Act, to redefine "applicable large employer," for purposes of the mandate requiring employers to provide health insurance for their employees, to mean an employer with at least 100 full-time employees (currently, 50). NSBA supports. H.R. 631 - Death Tax Repeal Act of 2017 This bill amends the Internal Revenue Code to: (1) repeal the estate and generation-skipping transfer taxes, and (2) make permanent the maximum 35% gift tax rate and the lifetime gift tax exemption. The bill provides for an inflation adjustment to such exemption amount. NSBA supports. H.R. 1105 - Stop WOTUS Act To repeal the rule entitled "Clean Water Rule: Definition of 'Waters of the United States. NSBA supports H.R. 1314 - Renewable Fuel Standard Repeal Act The bill would remove the renewable fuel standard. NSBA is monitoring. H.R. 1339 - Freedom from Government Competition Act Legislation that would require federal agencies to rely on the private sector when providing goods and services that are readily available. NSBA supports. H.R. 1773 - The Clarity for Americas Small Contractors Act of 2017 Amends the Small Business Act to improve reporting on small business goals, achieve uniformity in procurement terminology, clarify the role of small business advocates, and for other purposes. NSBA supports. H.R. 1774 - The Developing the Next Generation of Small Business Act of 2017 Amends the Small Business Act to provide for improvements to small business development centers, the women's business center program, the SCORE program, and for other purposes. NSBA supports. H.R. 3170 - Small Business Development Center Cyber Training Act This bill amends the Small Business Act to require the Small Business Administration to establish a program for certifying employees of small business development centers to provide cybersecurity planning assistance to small businesses. NSBA supports. H.R. 3717 - the Small Business Owners Tax Simplification Act H.R 3717 introduces a number of provisions to benefit small businesses, such as aligning estimated payment deadlines and tax filing thresholds, as well as tackling inconsistencies in reporting requirements. NSBA supports. H.R. 3798 -- Save American Workers Act It delays the ACAs employer mandate, further postpones the so-called Cadillac tax on high-cost health plans and changes the definition of a full-time worker to someone employed 40 hours a week, up from 30 hours. In a win for the sun-tanning lobby, it would repeal ACAs 10 percent tax on indoor tanning salons. NSBA supports. H.R. 4111 - Spurring Business in Communities Act This bill amends the Small Business Investment Act of 1958 to: require the Small Business Administration (SBA), in reviewing and processing a small business investment company's (SBIC's) application, to give first priority to an SBIC applicant located in an underlicensed state (i.e., a state in which the number of licensees per capita is less than the median number of licensees per capita for all states) with below median financing; and exempt applicants in underlicensed states from certain SBA capital requirements. NSBA supports. H.R. 4616 - Employer Relief Act of 2018 It provide for a temporary moratorium on the employer mandate until Jan. 1, 2019 and delay for one year- until after Dec. 31, 2020-the implementation of the Cadillac Tax. NSBA supports. H.R. 4754 - Change Order Transparency for Federal Contractors Act Amend the Small Business Act to provide prospective construction contractors with information about an agency's policies on the administration of change orders to allow such contractors to make informed business decisions regarding the pricing of bids or proposals, and for other purposes. NSBA supports. H.R. 4886 - Permanent Tax Cuts for Americans Act This bill makes permanent the provisions of subtitle A (Individual Tax Reform) and subtitle B (Alternative Minimum Tax) of P.L. 115-97 (commonly known as the Tax Cuts and Jobs Act) that are currently scheduled to terminate on December 31, 2025. NSBA supports. H.R. 5236 - Main Street Employee Ownership Act Expands opportunities available to employee-owned business concerns through Small Business Administration loan programs, and for other purposes. NSBA supports. H.R. 5340 - Support Technology & Research for Our Nations Growth and Economic Resilience (STRONGER) Patents Act The STRONGER Patents Act would restore patents as property rights, make standards of protections in courts uniform, and protect start-ups from being out-resourced by technology incumbents. NSBA supports. H.R. 5660 - The Small Business Credit Card Act The measure provides small-business owners the same consumer protections as individual credit card holders, by protecting small-business owners credit cards from unfair and deceptive practices of credit card companies. NSBA supports. H.R. 5728 - The Workplace Democracy Act The bill narrows who can lawfully be classified an independent contractor, nullify state right-to-work laws, and allow workers to vote in a union campaign through the informal method of card check instead of a secret-ballot vote. NSBA opposes. H.R. 6199 -- Restoring Access to Medication Act of 2018 This bill repeals provisions of the Internal Revenue Code, as added by the Patient Protection and Affordable Care Act, that limit payments for medications from health savings accounts, medical savings accounts, health flexible spending arrangements, and health reimbursement arrangements to only prescription drugs or insulin (thus allowing distributions from such accounts for over-the-counter drugs). The bill also allows the accounts to be used for menstrual care products. NSBA supports. H.R. 6264 - Restoring Americas Leadership in Innovation Act Bill offers various reforms and other improvements to the current U.S. patent system and helps to reverse prior bills discouraging innovation in the U.S. by weakening patents. NSBA supports. H.R. 6301 - Promoting High-Value Health Care through Flexibility for High Deductible Health Plans Act of 2018 It expands access and enhances the utility of HSAs by offering health plans a certain amount of flexibility in their plan design while still maintaining eligibility for HSA contributions. This flexibility will allow insurers to offer coverage for high-value, low-cost services like telehealth, chronic disease management (e.g. diabetic testing strips), or primary care visits below the deductible. NSBA supports. H.R. 6305 - Bipartisan HSA Improvement Act of 2018 The bill would allow eligible individuals to make HSA contributions if a spouse has a flexible spending account and permit flexible spending accounts and health reimbursement account terminations or conversions to fund HSAs. NSBA supports. H.R. 6306 - Health Care Security Act of 2018 It expands access and enhances the utility of HSAs by: (1) increasing the contributions limits for HSAs; (2) permitting spousal catch-up contributions into the same account; and (3) creating a grace period for medical expenses incurred before the establishment of an HSA. NSBA supports. H.R. 6311 - The Increasing Access to Lower Premium Plans and Expanding Health Savings Accounts Act The bill expands access and use of Health Savings Accounts (HSAs) and lowers premiums on health care plans. NSBA supports. H.R. 6314 - Health Savings Act of 2018 H.R. 6314 expands eligibility and access to HSAs by allowing plans categorized as catastrophic and bronze in the individual and small group markets to qualify for HSA contributions. NSBA supports. H.R. 6316 - Small Business Advocacy Improvements Act of 2018 H.R. 6316 allows the SBA Office of Advocacy to examine the role of small business in international economies and to represent small business views before foreign governments and international entities. NSBA supports. H.R. 6321 - Investment Adviser Regulatory Flexibility Improvement Act The legislation directs the SEC to consider alternative methods for businesses or organizations to qualify as a small business or small organization for the purposes of assessing the regulatory impact on investment advisors. NSBA supports. H.R. 6330 - Small Business Runway Extension Act of 2018 H.R. 6330 modifies SBAs size calculation to provide small businesses with more time to be considered small for the purposes of SBAs small business programs. NSBA supports. H.R. 6347 - 7 (a) Real Estate Harmonization Act H.R. 6347 updates SBAs 7(a) Loan Programs commercial real estate appraisal threshold. NSBA supports. H.R. 6348 - Small Business Access to Capital and Efficiency (ACE) Act H.R. 6348 reduces burdens and conflicting regulations for small businesses by updating the Small Business Administrations 504/Certified Development Company Loan Programs commercial real estate appraisal threshold. NSBA supports. H.R. 6367 - Incentivizing Fairness in Subcontracting H.R. 6367 allows large prime contractors to take credit for subcontracting to small businesses at lower tiers, provided that prime contractors keep records substantiating subcontracting credit claimed at lower tiers, and creates a new dispute process for small subcontractors to bring nonpayment issues to the agencys small business advocate (Offices of Small and Disadvantaged Business Utilization). NSBA supports. H.R. 6368 - Encouraging Small Business Innovators Act H.R. 6368 makes a series of changes to the Small Business Innovation Research and Small Business Technology Transfer programs, making them easier for small firms to use. NSBA supports. H.R. 6369 - Expanding Contracting Opportunities for Small Businesses Act of 2018 H.R. 6369 increases the size of sole source contract awards for women owned, service-disabled veteran-owned, HUBZone, and socially and economically disadvantaged small businesses, and implements a new eligibility determination process to ensure sole source awards are made to eligible firms. NSBA supports. H.R. 6382 -Clarity on Small Business Participation in Category Management Act of 2018 H.R. 6382 requires the SBA to report federal spending made through designated best-in-class vehicles, and to report on the dollars spent through these vehicles awarded to small businesses. NSBA supports. H.R. 6446 - White House Conference on Small Business Act of 2018 It reauthorizes, and amends, the White House Conference on Small Business Authorization Act from the early 1990s, which is Public Law 101-409. The bill requires the state conferences, regional conferences and the National Conference to occur no earlier than December 31, 2018 and no later than December 1, 2019. NSBA supports. H.R. 6695 -The Trademark Licensing Protection Act of 2018 The bill clarifies that licensing trademarks, and controlling or exercising those trademarks, do not create an employment relationship. NSBA is monitoring. H.R. 6757 - The Family Savings Act of 2018 It includes a variety of provisions aimed at making it easier for smaller businesses to offer tax-qualified retirement savings plans to their employees, encouraging individuals to participate in retirement plans, and promoting savings for nonretirement expenses. NSBA is monitoring. H.R. 6756 - The American Innovation Act of 2018 It includes two provisions intended to boost innovation by allowing new businesses to write off larger amounts of their costs up front as well as allowing a corporation that buys a start-up to retain some of the acquired entitys net operating losses or other tax attributes, like research and development tax credits. NSBA supports. H.R. 6760 - the Protecting Family and Small Business Tax Cuts Act of 2018 Bill would make permanent provisions from the 2017 tax law such as the lower individual income tax rates, the higher standard deduction, the increased and modified child tax credit, the increased exemption and phase-out threshold for the individual alternative minimum tax, the increased estate and gift tax exemption, and the 20 percent deduction for certain pass-through income, all of which are currently set to expire after 2025. NSBA supports. S. 18 - the Fair Tax Act 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. NSBA supports S. 21 - Regulations from the Executive in Need of Scrutiny (REINS) Act The REINS Act seeks to restore authority to Congress by allowing lawmakers to have final say on regulations with an estimated economic impact of more than $100 million. NSBA supports. S. 34 - Midnight Rule Relief Act The bill would prevent agencies from proposing or finalizing regulations from the day after elections to the day of the next presidential inauguration. NSBA supports S. 205 -- Death Tax Repeal Act of 2017 This bill amends the Internal Revenue Code to: (1) repeal the estate and generation-skipping transfer taxes, and (2) make permanent the maximum 35% gift tax rate and the lifetime gift tax exemption. The bill also provides for an inflation adjustment to such exemption amount. NSBA supports. S. 584 - The Small Business Regulatory Flexibility Improvements Act To require federal agencies to analyze the full impact of a proposed regulation on small businesses during the rulemaking process. NSBA supports. S.791 - Small Business Innovation Protection Act of 2017 To amend the Small Business Act to expand intellectual property education and training for small businesses, and for other purposes. NSBA supports. S. 951 - the Regulatory Accountability Act (RAA) This bill codifies and revises notice-and-comment rulemaking procedures to require federal agencies to consider: (1) whether a rulemaking is required by statute or is within the discretion of the agency, (2) whether existing federal laws or rules could be amended or rescinded to address the problem, and (3) reasonable alternatives for a new rule. NSBA supports. S.1390 - STRONGER Patents Act of 2017 The STRONGER Patents Act takes critical steps to improve the patent system. It treats patents like any other property, permitting injunctions to protect patent owners against infringement during and after court cases. It ensures fairness in Patent Office administrative proceedings, limiting repetitive and harassing challenges against inventors and it ends the diversion of patent application fees to other government spending, ensuring the Patent Office has the funding needed to grant high-quality patents without harmful delay. NSBA supports. S.2108 - The Miscellaneous Tariff Bill Act of 2017 Trims the duties on more than 1,800 imports deemed to not pose a competitive threat to U.S. producers. NSBA supports. S.2283 - The Small Business 7(a) Lending Oversight Reform Act of 2018 Amends the Small Business Act to strengthen the Office of Credit Risk Management within the Small Business Administration, and for other purposes. NSBA supports. S.2708 - Choose Medicare Act Bill creates a Medicare health plan for all ages that would be offered in state and federal health exchanges, as well as the employer-sponsored market. NSBA is monitoring. S. 2800 - Americas Water Infrastructure Act of 2018 A bill to provide for the conservation and development of water and related resources, to authorize the Secretary of the Army to construct various projects for improvements to rivers and harbors of the United States, and for other purposes. NSBA supports. S. 2810 - The Workplace Democracy Act The bill narrows who can lawfully be classified an independent contractor, nullify state right-to-work laws, and allow workers to vote in a union campaign through the informal method of card check instead of a secret-ballot vote. NSBA opposes. S. 3345 - Economic Security for New Parents Act Bill allows those who choose to withdraw from their Social Security benefits early will be able to get at least two months of leave after the arrival of a child by birth or adoption. NSBA is monitoring.

Client expense: $27,000 · Firm income: Not reported

Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Personnel Management (OPM), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Issues impacting multiple areas of the tax law and code including, tax reform implementation and technical corrections; P.L.115-97; INVEST Act of 2017, S. 1144 (domestic, tax-exempt and international); Tax disaster relief, National Disaster Tax Relief Act of 2017, H.R. 3679; Disaster Tax Relief and Airport and Extension Act of 2017, H.R. 3823; Retirement, Savings, and Other Tax Relief Act of 2018 (House Amendment to the Senate Amendment to H.R. 88); Technical corrections, Consolidated Appropriations Act of 2018, P.L. 115-141; Tax administration and compliance (streamlined critical pay authority, penalty relief, taxpayer service, transcript processing change, IRS modernization and the Taxpayer First Act, H.R. 5444); Identity theft; Identifying and Reducing Tax Regulatory Burdens, Executive Order 13789; IRS and Treasury Priority Guidance Plan; Tax Reform 2.0 - Protecting Family and Small Business Tax Cuts Act of 2018, H.R. 6760, American Innovation Act of 2018, H.R. 6756, and Family Savings Act of 2018, H.R. 6757; Tax preparer issues (including IRS regulation of tax return preparers); Protecting Taxpayer Act, H.R. 3278; Partnership tax issues (including the centralized partnership audits regime and targeted capital accounts and disguised sales); Mobile Workforce State Income Tax Simplification Act of 2017, HR 1393 and S 540; Identifying and Reducing Tax Regulatory Burdens, Executive Order 13789; Section 2704 valuation discount regulations; Section 958 Attribution Rules; Section 642 Excess Deductions of Trusts and Estates; Section 965 Transition Tax; Form 5471 Filing Requirements; Section 199A, Qualified Business Income; IRS Determination Letter Program; IRS 5263C letters on identity verification for estates and trusts; Virtual Currency.

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

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

Issues related to S.2526 - Retirement Enhancement and Savings Act of 2018; H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018; H.R. 6757, Family Savings Act of 2018; H.R. 6756, American Innovation Act of 2018.

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

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

Tax Reform (medical device tax, cash method of accounting, pass-through status, Sec. 179 deduction, cadillac tax, estate tax, pre-tax dollars for health care services) Tax treatment of student loan forgiveness programs for dental care practitioners (e.g., IHS) H.R. 1-Tax Cuts and Jobs Act H.R. 184-Protect Medical Innovation Act H.R. 631-Death Tax Repeal Act of 2017 H.R. 795-Employer Participation in Student Loan Assistance H.R. 6760-Protecting Family and Small Business Tax Cuts Act of 2018 S. 108-Protect Medical Innovation Act

Client expense: $530,000 · Firm income: Not reported

Government targets: Drug Enforcement Administration (DEA), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), Office of Natl Drug Control Policy (NDCP), SENATE, Treasury, Dept of

Support the Internal Revenue Service (IRS) issuing regulations to close the loophole that would allow donors to receive state tax credit voucher programs (tuition tax credits) from taking both federal and state tax benefits Oppose the codification of the Free File program, a commercial tax program, support that it is kept out of any final tax legislation. Oppose HR 6760, the Protecting Family and Small Business Tax Cuts Act of 2018

Client expense: $70,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Citizenship & Immigration Services (BCIS), Bureau of Prisons (BOP), Bureau of the Census, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Director of National Intelligence (ODNI), Education, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Social Security Administration (SSA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

FY 2019 Budget Resolution--lobbied against the President's FY 2019 budget and House FY 2019 Budget Resolution. Lobbied Senate and House to oppose any cuts in federal employee pay and benefits to offset increased discretionary spending due to lifting of spending caps on defense and nondefense appropriations. Circulated sign on letter to entire House from Rep Raskin to oppose a federal employee pay freeze for 2019. Lobbied against negative impact on federal employees' retirement by requiring workers pay additional salary towards retirement, and continued and increased staffing cuts; privatizing of more airport screening jobs, and reduction in benefits for on the job injuries. FY 2019 Homeland Security Appropriations--lobbied on provisions for funding Customs and Border Protection (CBP), Immigration and Customs Enforcement (ICE),Citizenship and Immigration Services (CIS), Federal Emergency Management Agency (FEMA), Coast Guard (USCG), Federal Protective Service (FPS), and Transportation Security Administration (TSA). retention of prohibitions against the OMB Circular A-76 process in the Coast Guard's National Vessel Documentation Center (NVDC) and on certain position in the CIS related to investigation and adjudication of the immigration rights benefits. Lobbied for funding to increase number of Transportation Security Officer (TSO) full time equivalents (FTEs). HR 2825, DHS Authorization Act, lobbied on TSO personnel issues. FY 2019 Military Quality of Life/Veterans Affairs Appropriations--lobbied on report language that would direct the VA Secretary to use appropriated funding to hire new employees to fill vacancies; provision to provide adequate funding for VA health and benefits programs and contracting out. Lobbied on provisions to increase the Department of Veterans' Affairs health care budget with regard to budget reconciliation, legislation, blue collar pay, white collar pay minimum wage, retirement, part-time annuity computations, and compensatory time. FY 2019 Interior and Environmental Appropriations--lobbied on provisions on contracting out, pay, and working conditions of federal employee jobs. Also lobbied on proposed EPA spending cuts. FY 2019 Labor-HHS-Education Appropriations--lobbied on provisions on contracting out, cuts in funding for job training and employment services, college aid for students, rural health care services, funding for the National Institutes of Health and contracting out at NIH. Lobbied to restore $492 million reduction to Social Security Administration and add back inflation adjusted 16 percent reduction in agency spending since 2010. FY 19 Financial Services and General Government Appropriations Bill--Lobbied for a continuation of the existing government-wide A-76 moratorium. FY 2019 Commerce-Justice Science Appropriations--lobbied for a higher funding level for BOP and for report language that would prohibit the closure of any minimum security camps; require the BOP to hire adequate correctional staff and report to Congress on staffing ratios; end the use of augmentation to compensate for not hiring correctional officer positions; alleviate overcrowding at high-security institutions by activating USP Thomson and constructing a new facility in Letcher County, Kentucky; increase unit officer staff at high security institutions; reduce the use of BOP contract prisons. FY 2019 Commerce-Justice-Science Appropriations--lobbied for the inclusion of CJS report language that will direct BOP to provide on-site firearm storage lockers for correctional workers authorized under LEOSA to carry a firearm while commuting to and from work; Lobbied for report language that would curb the use of augmentation at the Bureau of Prisons. Lobbied for adequate funding for the US Census Bureau as they begin staffing up for the 2020 Census. Lobbied on cuts to EEOC funding. FY 2019 Transportation, Housing and Urban Development Appropriations (THUD)--lobbied on contracting out, pay, benefits, and working condition of federal employees. FY 2019 Agriculture Appropriations--lobbied on provisions on contracting out of federal employee jobs and funding cuts for the Food Safety and Inspection Service. FY 2019 Energy and Water Appropriations--lobbied against amendments that would cut funding for fossil fuel research conducted at the National Energy Technology Laboratory (NETL). Lobbied in support of an increase in the level of spending for the operations of the Social Security system. Lobbied against any potential amendments to limit or eliminate official time to all appropriations bills. Lobbied for HR 3582, the Recognizing the Environmental Gains in Overcoming Negligence Act (REGION Act), to provide no office of the Environmental Protection Agency be closed, consolidated or eliminated using funds made available in any appropriation Act for any fiscal year. Lobbied for prohibition of realigning the Army Civilian Works program from Corps of Engineers to Department of Transportation and Department of Interior. Lobbied against the Kennedy Amendment #3726 and the Paul Amendment #3730 to HR 6157, the Department of Defense Appropriations Act of 2019, which also includes the Health and Human Services Appropriations bill. Lobbied in support of the Menendez Amendment #3705, appropriating funding to implement the Firefighter Cancer Registry Act of 2018. Lobbied against the Paul Amendment #3730, as it will impede federal employees' access to health care coverage through FEHBP. Lobbied against HR 6760, Protecting Family and Small Business Tax Cuts Act of 2018,which would provide additional tax cuts for the wealthy, thereby impacting on working families, federal employees, and seniors. Lobbied in support of Continuing Resolution (CR)to keep the government open and operating after December 21st expiration; and to ensure the 1.9 percent pay adjustment for civilian federal employees agreed to in FY 2019 Senate Financial Services Approps bill be included in next funding measure.

Client expense: $565,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Air Force, Dept of, Army, Dept of (Corps of Engineers), Army, Dept of (Other), Bureau of Citizenship & Immigration Services (BCIS), Defense Commissary Agency, Defense Contract Audit Agency (DCAA), Defense Finance & Accounting Service (DFAS), Defense, Dept of (DOD), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Navy, Dept of, Office of Management & Budget (OMB), Office of Personnel Management (OPM), SENATE, Transportation Security Administration (TSA), U.S. Coast Guard (USCG), U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. Marines, Veterans Affairs, Dept of (VA)

S.2526 - Retirement Enhancement and Savings Act of 2018; Issues related to H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018, H.R. 6757, Family Savings Act of 2018, H.R. 6756, American Innovation Act of 2018.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues impacting corporate taxation; issues related to implementation of HR 1, Tax Cuts and Jobs Act. HR 184, Protect Medical Innovation Act of 2017, as it relates to the excise tax on medical devices HR 1393/S 540, Mobile Workforce State Income Tax Simplification Act of 2017, as it relates to changes to non-resident personal income tax returns HR 2193, Remote Transaction Parity Act of 2017, as it relates to sourcing issues for interstate sales and telecom tax simplification S 976, Marketplace Fairness Act of 2017, as it relates to sourcing issues for interstate sales and telecom tax simplification HR 6756, American Innovation Act, provisions relating to corporate taxation HR 6757, Family Savings Act, provisions relating to corporate taxation HR 6760, Protecting Family and Small Business Tax Cuts Act of 2018, provisions relating to corporate taxation Draft, Tax Technical and Clerical Corrections Act, provisions related to corporate taxation House Amendment to the Senate Amendment to HR 88, provisions related to corporate tax rate and tax extenders

Client expense: $3,270,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Economic Council (NEC), Natl Telecommunications & Information Administration (NTIA), Office of Science & Technology Policy (OSTP), SENATE, Treasury, Dept of, White House Office

House Bills H.R. 6760, Protecting Family and Small Business Tax Cuts of 2018 - Support H.R. 6311, Increasing Access to Lower Premiums Plans and Expanding Health Savings Account Act of 2018 - Support H.R. 50, Unfunded Mandates Information and Transparency Act of 2018 - Support H.R. 4616, Employer Relief Act of 2018 - Support H.R. 1150, Tanning Tax Repeal Act of 2017 - Support H.R. 5948, Small Carrier Electronic Logging Device Exemption Act of 2018 - Support H.R. 4229, Protecting HOME Access Act of 2017 - Support H.R. 3798, Save American Workers Act - Support H.R. 50, the Unfunded Mandates Information and Transparency Act of 2017 - Support H.R. 6277, Main Street Tax Certainty Act - Support Senate Bills PN 2259, Nomination of Brett M. Kavanaugh - Support S.J. Res 63, Congressional resolution of disapproval of the rule expanding short-term, limited duration health insurance plans - Support S. 2687, A bill to amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law - Support Testimony Courtney Titus Brooks, NFIB, hearing on Internal Revenue Service Notice of Proposed Rulemaking Titled Qualified Business Income Deduction, REG-107892-18, 83 Fed. Reg. 40884. October 16, 2018. Comments Comments in Response to Departments of the Treasury, Labor, and Health and Human Services Notice of Proposed Rulemaking Titled, Health Reimbursement Arrangements and Other Account-Based Group Health Plans, REG-136724-17, 83 Fed. Reg. 54420 (October 29, 2018). Comments on Internal Revenue Service Notice of Proposed Rulemaking titled Qualified Business Income Deduction, REG-107892-18, 83 Fed. Reg. 40884 (August 16, 2018). Other Issues: Health Insurance Tax (HIT) Project Labor Agreements (PLAs) Nomination to the National Labor Relations Board (NLRB) Tax treatment of capital gains

Client expense: $1,110,000 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Small Business Administration (SBA), Treasury, Dept of

H.R.747 Craft Beverage Modernization and Tax Reform Act of 2017 S.236 Craft Beverage Modernization and Tax Reform Act of 2017 H.R.6760 Protecting Family and Small Business Tax Cuts Act of 2018

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

Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 7184 - No Retroactive Online Taxation Act of 2018; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018; House Amendment to the Senate Amendment to H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018; Proposed Foreign Tax Credit Regulations (REG - 10560048); Proposed Base Erosion and Anti-Abuse Tax (BEAT) Regulation (REG - 104259 - 18).

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

Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

H.R. 1; Tax Cuts and Jobs Act; to reform the U.S. tax code. H.R. 110; Mortgage Debt Forgiveness Act; the bill would make permanent the exclusion from gross income of income attributable to the discharge of qualified principal residence indebtedness. H.R. 6760; Protecting Family and Small Business Tax Cuts Act; the bill would make permanent many individual tax provisions from H.R. 1, including limits on the mortgage interest deduction, and state and local tax deduction. C.A.R. discussed with Congress the doubling of the cap on state and local tax deductions for married couples filing jointly. C.A.R. discussed with Congress the indexing for inflation of the caps on the state and local tax deduction, the mortgage interest deduction and the capital gains exclusion for a primary residence. C.A.R. discussed with Congress the extension of the deduction for energy-efficient commercial buildings. C.A.R. advocated for the elimination of the SALT cap. C.A.R. advocated for a home buyer tax incentive.

Client expense: $30,218 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Office of the Comptroller of the Currency (OCC), SENATE, Veterans Affairs, Dept of (VA)

Implementation of PL 115-97 - including international tax issues and interest expense deductibility. H.R. 6760, H.R. 6757, H.R. 6756 - Tax Reform 2.0 - entire bills. H.R. 6444 - Capital Gains Relief Act - entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC sec. 529, 529A; and tax exempt financing issues; Issues related to taxation of municipal bonds; Tax Reform proposals; H.R. 1874, S. 817 (ABLE Age Adjustment Act), S. 1790; H.R. 5003; H.R. 6757, The Family Savings Act of 2018; Implementation of H.R. 1, Tax Cuts and Jobs Act, (P.L. 115-97); infrastructure and infrastructure financing proposals; H.R. 6760.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Monitor H.R.6760, Protecting Family and Small Business Tax Cuts Act of 2018, Interest deductibility issues

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

Government targets: HOUSE OF REPRESENTATIVES

Implementation of PL 115-97 including international tax issues and interest expense deductibility. H.R. 6760, H.R. 6757 and H.R. 6756 - Tax Reform 2.0 -entire bills. H.R. 6444 - Capital Gains Inflation Relief Act - entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

PL 115-97 - Implementation of tax reform legislation - corporate rates, depreciation, state and local tax deduction, and other possible provisions of interest to the rail industry. H.R. 6760, H.R. 6757, and HR. 6756 - Tax Reform 2.0 - provisions of interest to the railroad industry. H.R. 6463 - Market Choice Act - all provisions.

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018, H.R. 6757 - Family Savings Act of 2018 and H.R. 6756 - American Innovation Act of 2018, Tax Reform 2.0 - LIFO repeal. Issues related to LIFO repeal - no specific legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1, Tax Cut and Jobs Act related to technical corrections and tax extenders. H.R. 1393 Mobile Workforce State Income Tax Simplification Act of 2017. H.R. 2887 No Regulation Without Representation Act of 2017. H.R. 2193 Remote Transactions Parity Act of 2017. S. 976 Marketplace Fairness Act of 2017. H.R. 6760, Protecting Families and Small Business Tax Cuts Act. Implementation of regulations related to the Tax Cuts and Jobs Act.

Client expense: $470,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Consumer Product Safety Commission (CPSC), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Federal Maritime Commission, Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

P.L. 115-97,Tax Cuts and Jobs Act Sec. 199A Qualified Business Income Deduction (regulations) H.R. 2193, Remote Transactions Parity Act / S. 976, Marketplace Fairness Act H.R. 6037, Nonprofits Support Act H.R. 6460, LIFT for Charities Act S. 3317, Protecting Charities and Houses of Worship Act H.R. 6760, Protecting Family and Small Business Tax Cuts Act of 2018 H.R. 6757, Family Savings Act of 2018 H.R. 6756, American Innovation Act of 2018 H.R. 1268 / S. 487, Veterinary Medicine Loan Repayment Program Enhancement Act; *PL 115-97 Tax Cuts and Jobs Act regulations Tax extenders; HR 88, the Tax Extenders Package S. 405 / H.R. 1659, Stop Taxing Death and Disability Act

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

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Transportation, Dept of (DOT)

Expanding the availability of the charitable deduction for non-itemizers respecting H.R. 3988, S. 2123 and H.R. 5771, The Charitable Giving Tax Deduction Act. H.R. 1337, Legacy IRA Act respecting charitable giving and life income planning, and H.R. 6760, the Protecting Family and Small Business Tax Cuts Act of 2018 respecting the medical expense deduction

Client expense: $1,610,710 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Institutes of Health (NIH), SENATE, State, Dept of (DOS), U.S. Agency for International Development (USAID), U.S. Trade Representative (USTR), Veterans Affairs, Dept of (VA), White House Office

General issues related to comprehensive, corporate and individual tax reform; issues related to taxation of professional service firm revenue (cash to accrual); Issues related to IRS regulation of tax return preparers; Tax Cuts and Jobs Act, H.R. 1 / Pub. L. 115-97 (general tax reform, including issues related to taxation of professional service firms), implementation and technical corrections; Tax Reform 2.0; Protecting Family and Small Business Tax Cuts Act of 2018, H.R. 6760; American Innovation Act of 2018, H.R. 6756; and Family Savings Act of 2018, H.R. 6757; Identifying and Reducing Tax Regulatory Burdens, Executive Order 13789; Tax preparer issues (including IRS regulation of tax return preparers), Protecting Taxpayer Act, H.R. 3278; Mobile Workforce State Income Tax Simplification Act of 2017, H.R. 1393 and S. 540; and issues related to virtual currency.

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

Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Repeal of the excise tax on Medical Devices (S. 108 / H.R. 184) The Death Tax Repeal Act of 2017 (S. 205 / H.R. 631) Last-in/First-out (LIFO) accounting method preservation (no specific bill) Permanent extension of bonus depreciation (no specific bill) Protecting Family and Small Business Tax Cuts Act of 2018 (H.R. 6760) American Innovation Act of 2018 (H.R. 6756) Tax credits to expand recycling infrastructure (no bill)

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

Government targets: Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, President of the U.S., SENATE, Surface Transportation Board (STB), U.S. Trade Representative (USTR)

Highway Trust Fund Solvency; Financial Accounting Standards Board issues; Repeal of health insurance tax; Like-kind Exchanges (Sec. 1031); HR 960, creation of a category of Public Building for Private Activity Bond eligibility and exemption of that category from volume cap; H.R. 960/S.326- Public Buildings Renewal Act 2017; American Job Builders Tax Reform Act -POC method accounting; HR 1647, Water Infrastructure Trust Fund Act; Energy Efficiency Tax Incentives Act (179D);Sustainable Water Infrastructure Act; Private Activity Bond CAP Increase for Qualified Highway and Freight Facilities; Lookback Accounting; Estate Tax; Pass-through business taxation; Implementation of 199A; Cash accounting; State and Local Tax Deduction (SALT); Net operating losses (NOLs); Historic Tax Credit; Municipal bonds depreciation; Advance Refunding of Municipal Bonds; Limitation on net interest expense, 163(j); Main Street Tax Certainty Act, H.R. 6277; Protecting Family and Small Business Tax Cuts Act, H.R. 6760; Treasury/IRS Regulation on Qualified Business Income Deduction; Opportunity Zones; Death Tax Repeal Act (H.R. 5422)

Client expense: $171,955 · Firm income: Not reported

Government targets: Education, Dept of, Environmental Protection Agency (EPA), Federal Highway Administration (FHA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office