Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 748, CARES Act. H.R. 6201, Families First Coronavirus Response Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1, Tax Reform Act of 2017 (Public Law No. 115-97) H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of - Issues related to the tax reform bill and implementation

Client expense: $2,620,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, White House Office

H.R.1, Tax Reform Act of 2017 (Public Law No. 115-97) H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of - Issues related to the tax reform bill and implementation

Client expense: $1,620,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, White House Office

Met with legislative staff to encourage support for the provision to modify and/or repeal the excise tax on the investment income of certain colleges and universities in the consolidated appropriations bill, HR 1865, PL 116-94. Contacted House legislative staff to encourage co-sponsorship of HR 4438 Encouraged Representatives to support Retirement, Savings and Other Tax Relief Act of 2018 (H.R. 88) to repeal the UBIT for transit and parking fringe benefits, and to include it as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94. Encouraged Representatives on the Ways & Means Committee to include a provision to extend the tax deduction for tuition and qualified education expenses as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94. Encouraged Representatives, Senators, and legislative staff to repeal the kiddie tax (HR 1994) as it relates to scholarships and other financial aid for low income students, and include it as a provision in the consolidated omnibus appropriations bill, HR 1865, PL 116-94.

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

Government targets: Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act. H.R. 1865, Further Consolidated Appropriations Act 2020.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Met with legislative staff to encourage support for the provision to modify and/or repeal the excise tax on the investment income of certain colleges and universities, either as a stand alone bill or in technical corrections legislation. Contacted House legislative staff to encourage co-sponsorship of HR 4438 Encouraged Representatives to support Retirement, Savings and Other Tax Relief Act of 2018 (H.R. 88) to repeal the UBIT for transit and parking fringe benefits. Encouraged Representatives on the Ways & Means Committee to support HR 3301, with a provision to extent the tax deduction for tuition and qualified education expenses; and HR 3300, with a provision to repeal the UBIT tax on parking and transportation fringe benefits. Encouraged Representatives, Senators, and legislative staff to repeal the kiddie tax (HR 1994) as it related to scholarships and other financial aid for low income students.

Client expense: $154,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

H.R.1, Tax Reform Act of 2017 (Public Law No. 115-97) H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of - Issues related to the tax reform bill and implementation

Client expense: $2,610,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, White House Office

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to Form 5500 filing and missing participants. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 1439, Increasing Access to a Secure Retirement Act. H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act. S. 1431, Retirement Security and Savings Act. S. 2370, Automatic IRA Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Met with legislative staff to encourage support for the provision to modify and/or repeal the excise tax on the investment income of certain colleges and universities, either as a standalone bill or in technical corrections legislation. Met with legislative staff to explain the impact of provision of the JCTA that changes the way nonprofit institutions calculate unrelated business income. Encouraged Representatives to support Retirement, Savings and Other Tax Relief Act of 2018 (H.R. 88) to repeal the UBIT for transit and parking fringe benefits. Encouraged Representatives on the Ways & Means Committee to support HR 3301, with a provision to extend the tax deduction for tuition and qualified education expenses; and HR 3300, with a provision to repeal the UBIT tax on parking and transportation fringe benefits. Encouraged Representatives, Senators, and legislative staff to repeal the kiddie tax (HR 1994) as it relates to scholarships and other financial aid for low income students.

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

Government targets: Agriculture, Dept of (USDA), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), SENATE

H.R.1, Tax Reform Act of 2017 (Public Law No. 115-97) H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of - Issues related to the tax reform bill and implementation

Client expense: $1,610,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, White House Office

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Retirement Enhancement and Savings Act (115th Congress). Proposals related to self-correcting inadvertent plan errors. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007/ S. 972, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act (SECURE). S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act. S. 1428, Retirement Parity for Student Loans Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Met with legislative staff to encourage support for the provision to modify and/or repeal the excise tax on the investment income of certain colleges and universities, either as a stand long bill or in technical corrections legislation. Met with legislative staff to explain the impact of provision of the JCTA that changes the way nonprofit institutions calculate unrelated business income. Encouraged Representatives to support Retirement, Savings and Other Tax Relief Act of 2018 (H.R. 88) to repeal the UBIT for transit and parking fringe benefits.

Client expense: $180,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Defense Advanced Research Projects Agency (DARPA), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Institutes of Health (NIH), SENATE

Issues related to S. 944/ H.R. 2383 - American Renewable Fuel and Job Creation Act of 2017 and H.R.88 - Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act.

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

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

H.R.1, Tax Reform Act of 2017 (Public Law No. 115-97) H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of - Issues related to the tax reform bill and implementation

Client expense: $2,950,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Management & Budget (OMB), SENATE, White House Office

Proposals related to retirement plan enhancements. Proposals relating to defined benefit plans, including plan funding and multiemployer plan issues. Issues related to tax incentives for retirement savings. Proposals related to stemming leakage from retirement plans through reform of plan loan rules. Proposals related to stable value investment offerings in defined contribution plans. Proposals related to phased retirement. Proposals to increase PBGC premiums. Proposals related to retirement target date funds. Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans. Issues related to PBGC collections and PBGC disclosure and mediation issues. Proposals related to electronic disclosure of information under ERISA. Proposals regarding compliance of retirement plans. Issues related to the use of brokerage windows in defined contribution plans. Proposals to reform the multiple employer plan rules. Proposals to modify required minimum distribution rules. Proposals that would modify limits on retirement plan contributions. Proposals related to stretch IRAs. Issues related to access to death master file. Issues related to government issued mortality tables. Proposals to amend the nondiscrimination provisions to protect older, longer service employees. Issues related to swap, margin, and capital rules. State-administered retirement plan initiatives. Annuitization with respect to defined benefit plans. QLACs. Effects of corporate integration on retirement plans. Proposals that would consolidate various retirement and IRA types. Proposals to create a retirement lost and found. Kids Savings Accounts. Proposals related to the establishment of savings accounts for emergencies. H.R. 3910, to amend the Internal Revenue Code of 1986 to make lifetime income and managed account options of defined contribution retirement savings plans portable (115th Congress). H.R. 4610/S. 3795, the RETIRE Act (115th Congress). H.R. 4158, the Retirement Plan Modernization Act (115th Congress). H.R. 4523, the Automatic Retirement Plan Act (115th Congress). H.R. 4524, the Retirement Plan Simplification and Enhancement Act (115th Congress). S. 2474/H.R. 6540, Retirement Savings Lost and Found Act (115th Congress). Proposals related to disaster relief. Issues related to P.L. 115-97. S. 2526, Retirement Enhancement and Savings Act (115th Congress). Proposals related to self correcting inadvertent plan errors. Executive Order 13847, Strengthening Retirement Security in America. H.R. 6690, the Portable Retirement and Investment Account Act (115th Congress). H.R. 88, Retirement, Savings and Other Tax Relief Act (115th Congress). S. 3771, Retirement Parity for Student Loans Act (115th Congress). H.R. 4604, Increasing Access to a Secure Retirement Act (115th Congress). H.R. 1007, Retirement Enhancement and Savings Act. H.R. 1994, Setting Every Community Up for Retirement Enhancement Act. S. 322, SIMPLE Plan Modernization Act. H.R. 1084, Family Savings Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4916: Preventing IRS Abuse and Protecting Free Speech Act H.R. 5012: Creating Real and Useful Middle: Class Benefits and Savings Act H.R. 4886: Permanent Tax Cuts for Americans Act Issues related to federal tax reform S. 2689: The Small Business Taxpayer Bill of Rights Act H.R. 5444: the Taxpayer First Act H.R.5514: Tax Fairness Act S.2687: To amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. S.2688: The Capital Gains Inflation Relief Act Issues related to indexing capital gains taxes to inflation Issues related to remote sales taxes H. R. 2193: Remote Transactions Parity Act S.976: Marketplace Fairness Act HR 2887: No Regulation without Representation H.Con.Res.119: Expressing the sense of Congress that a carbon tax would be detrimental to the United States economy H.R. 88, Retirement, Savings, and Other Tax Relief Act S.J.Res.64, a congressional resolution of disapproval of the Trump administration rule rolling back the Schedule B disclosure requirements for non-profits REG-104390-18 - Issues Related to Section 951A

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

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

FY 2019 Financial Services and General Government Appropriations--lobbied on amendment to prohibit bill from being used to implement the pro-contractor revision of OMB Circular A-76, contracting out, blue collar pay, white collar pay, minimum wage, federal retirement systems, union representation, contractor compensation caps and telework report. Lobbied on Federal Employees Compensation Act (FECA) reform with Federal-Postal Coalition to oppose Title V section that would unfairly cut FECA compensation benefits for disabled federal employees. Lobbied in support of HR 757, the Federal Adjustment of Income Rate (FAIR) Act--to provide both the General Schedule and Wage Grade federal employees a 3.2% pay raise in 2018. Lobbied in support of S 255 to increase the rate of pay under the GS schedule and for prevailing rate employees by 3.2%. S 272, the Strengthening American Transportation Security Act--lobbied in support of granting Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code. Lobbied in support of HR 1022/S 362, the Federal Employee Paid Parental Leave Act--to provide up to six weeks of paid leave to federal workers upon the birth, adoption, or foster care placement of a child. Lobbied in support of HR 99, the Honoring the Fallen TSA Officers Act, a bill granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied against the excessive premium increases for the Federal Long Term Care Insurance Program (FLTCIP) sold to federal employees and how OPM intends to represent the interests of those who purchase FLTCIP's plan in the future. Lobbied against HR 559, the Modern Employment Reform, Improvement, and Transformation (MERIT) Act of 2017 for its adverse impact on federal employees with continued attacks on rights of the civil service to collectively bargain and on the due process system necessary when defending themselves. Lobbied against the Merit Systems Protection Board (MSPB) Reauthorization Act and its failure to address the lack of ongoing personnel and resources that plague the MSPB and delays justice for federal workers who file appeals. AFGE is very concerned with Section 7 of the Act that limits VA appeals to MSBB. Lobbied for HR 3733, the Federal Firefighter Pay Equity Act, to establish a more accurate computation of retirement benefits for firefighters employed by the Federal Government. Lobbied against HR 4182, the "Ensuring a Qualified Civil Service Act of 2017" which would arbitrarily extend the probationary period for a minimum of two years for newly hired federal employees because of its lack of addressing issues involving employee performance evaluation or management's ability to properly evaluate employees during this period. Lobbied against S 1886, the Temporary and Term Appointments Act of 2017, that would extend competitive temporary and term appoints at agency discretion. HR 1293, to amend title 5, United States Code, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied against the requirement that OPM submit an annual report to Congress on the use of official time by federal employees. HR 1385, Civil Service Incentives Integrity Act of 2017, a bill we lobbied against because it requires the retraction and repayment of recruitment and relocation bonuses paid to federal employees who have spent at least 80% of the time they would otherwise be in a duty status on official time. Additionally, a retention bonus may not be paid to any such employee who, for a period of 6 consecutive months of service associated with the bonus, has spent at least 80% of the time they would otherwise be in a duty status on official time. Official time is time spent by federal employees performing representational work for a bargaining unit in lieu of their regularly assigned work. HR 3303, First Responders Fair Retirement Act, lobbied in support of this bill that permits disabled law enforcement officers, customs and border protection officers, firefighters, air traffic controllers, nuclear materials couriers, members of the Capitol Police, members of the Supreme Court Police, employees of the Central Intelligence Agency performing intelligence activities abroad or having specialized security requirements, and diplomatic security special agents of the Department of State to receive retirement benefits in the same manner as if they had not been disabled. HR 5300, Federal Information Systems Safeguards Act of 2018. Lobbied against this bill that provides the authority of a federal agency to take action to restrict or prohibit access to a website, or to test, deploy, or update a cybersecurity measure, if the agency determines such action is necessary to carry out its responsibilities, shall not be: (1) limited by a collective bargaining agreement or other agreement entered into before, on, or after this bill's enactment pursuant to federal labor-management relations provisions; or (2) negotiated under such provisions. Lobbied in support of the Warner Amendment SA 3761, to preserve an apolitical federal government employee workforce. Lobbied against the Hatch Amendment SA 3922, which would waive limitations on staff years for defense Federally Funded Research and Development Centers (FFRDCs). Lobbied that this funding should be based on actual requirements rather than fulfilling a mandate. Lobbied against S 3208, the Federal Information Systems Safeguards Act of 2018. It does not increase federal IT security, but would take collective bargaining rights away from federal employees when it comes to issues involving IT. Lobbied against S 3137/HR 6787, the Reforming Government Act of 2018, which expands current authority given to the Administration to reorganize federal government agencies but without increased oversight of the Administration's reform and reorganization plans. Lobbied against S 3437, the Federal Rotational Cyber Workforce Program Act of 2018, which would establish a federal "rotational cyber workforce program." Specifically, we oppose Section 4(b)(9) and (b)(10) that would eliminate collective bargaining rights for employees in this program. Lobbied against HR 6891, a measure which would make it easier to fire, demote, or suspend federal employees who violate the Anti-Deficiency Act (ADA). The ADA already provides severe penalties, including termination for workers violating this Act. Lobbied against Senate amendment to HR 88, the Retirement, Savings, and Other Tax Relief Act of 2018, which would provide additional tax cuts for corporations and wealthy.

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)

Issues related to credit union operations Issues related to credit union field of membership Issues related to credit union service organizations Issues related to vacancies on the National Credit Union Administration (NCUA) Board Issues related to NCUAs low income designation regulations Issues related to NCUA examination procedures Issues related to NCUAs regulation regarding its regulatory flexibility program Issues related to NCUAs proposed rule regarding emergency liquidity Issues related to NCUAs rulemaking process Issues related to NCUAs risk-based capital rule Issues related to NCUAs Advanced Notice of Proposed Rulemaking on Alternative Capital Issues related to NCUAs rule on securitization Issues related to NCUAs regulatory review process Issues related to NCUAs rule on Member Business Lending Issues related to Federal Credit Union bylaws Issues relating to home-based credit unions Issues related to credit union loan maturity restrictions Issues related to credit union investment authority Issues related to Regulation of Federal Credit Union by-laws Issues related to credit unions incidental powers Issues related to credit unions ability to offer prepaid cards Issues related to credit union service to marijuana businesses Issues related to material loss reports of the NCUA Office of Inspector General Issues related to the regulation of corporate credit unions Issues related to 1-4 Family Non-Owner Occupied Residential Loan Treatment as Residential Rather than Business Loans Issues related to the use of Eminent Domain to Seize Performing Mortgage Loans Issues related to fixed assets Issues related to credit union conversions Issues related to credit union call report modernization Issues related to premium assessments by the National Credit Union Share Insurance, NCUA Issues related to NCUAs Corporate Credit Union Stabilization Plan Issues related to NCUAs budget and the overhead transfer rate Issues related to Credit Union Service Organizations (CUSO) Issues related to the authority of the CFPB to exempt credit unions from its rulemaking Issues related to the CFPB rule to remittances and international wire transfers Issues related to CFPBs Leadership Structure and Installing a Board Rather than Director Issues related to funding the CFPB through the Appropriations Process Issues related to increasing the CFPB Supervisory Threshold Issues related to conducting a cost-benefit analysis of all CFPB Proposals Issues related to codifying the CFPBs Credit Union Advisory Council Issues related to requiring SBREFA Panels for CFPB Rulemakings Issues related to standardizing the definition of mortgage originator Issues related to overdraft protection and check ordering practices Issues related to mortgage servicing Issues related to mortgage loan originator compensation and qualifications Issues related to high-cost mortgage loans (HOEPA) Issues related to the CFPBs rule regarding qualified mortgage / ability to repay Issues related to reverse mortgages Issues related to the CFPBs regulation on Home Mortgage Disclosure Act (Regulation C) Issues related to the CFPBs regulation on Truth-in-Lending Act / Real Estate Settlement Procedures Act Integrated Disclosures Issues related to the payday, vehicle title, and similar lending Issues related to short term lending products and advance deposit products Issues related to the CFPBs consumer complaint database Issues related to the Department of Justices investigation entitled, Operation Choke Point Issues related to the Department of Defense proposal regarding Credit Extending to Service Members under MLA Issues related to indirect auto lending Issues related to credit union service to unbanked and underbanked consumers Issues related to the United States Postal Service Office of Inspector General report related to role of the postal service in financial services Issues related to the CFPB's proposal on arbitration Issues related to the Financial Accounting Standards Board (FASB) Issues related to mark-to-market accounting Issues related to private equity standards Issues related to data and cyber security Issues related to mobile banking and mobile payments Issues related to identity theft and fraud reduction Issues related to secure payments Issues related to merchant data breaches Issues related to the payments system Issues related to Federal Reserve Regulatory D Issues related to the Feds implementation of same-day ACH Issues related to the Bank Secrecy Act and Currency Transaction Reporting Requirements Issues related to the oversight of the Federal Housing Administration Issues related to USDA Rural Development Loan program Issues related to the Federal Home Loan Bank System Issues related to Fannie Mae capital Issues related to membership eligibility in the Federal Home Loan Bank System Issues related to financial literacy Issues related to Housing Finance Reform Issues related to student lending Issues related to the Economic Growth and Regulatory Paperwork Reduction Act process Issues related to retirement security Issues related to flood insurance Issues related to consumers access to records Issues related to economic growth Issues related to the National Credit Union Administration's Advance Notice of Proposed Rulemaking for Supplemental Capital Issues related to Interchange Fees Issues related to the funding of the National Credit Union Administration Issues related to the consumer notification of privacy standards Issues related to the Equal Credit Opportunity Act Issues related to the Fair Housing Act Issues related to the merger of credit unions Issues related to the Real Estate Settlement Procedures Act Issues related to the transfer of leadership at the Consumer Financial Protection Bureau Issues related to Community Reinvestment Act Issues related to Regulation Z Issues related to Military Lending Act Issues related to Financial Technology Issues related to Small Business Lending Data collection requirements Issues related to Involuntary liquidation of Federal Credit Unions and Claims procedures Issues related to Web-Based Quantitative Testing of Point of Sale / ATM Overdraft Disclosure Forms Issues related to residential appraisals Issues related to FHA appraisal certification Issues related to the nomination of Kathy Kraninger to the BCFP Issues related to GSE/Housing Finance Reform Issues related to FHA and USDA Loan Modifications Issues related to payments innovation Issues related to Faster payments Issues related to the Fair Credit Reporting Act Issues related to Treasure and IRS actions on the implementation of HR 1, the Tax Cuts and Job Act Issues related to cooperative funding sources in federal appropriations legislation Issues related to debt collection requirements Issues related to capital reform for credit unions Issues related to procurement reform for private voluntary organizations Issues related to Federal Credit Union Charter Modernization Issues related to expanded credit union powers / federal charter enhancement Issues related to the re-authorization of the National Flood Insurance Program Issues related to the Federal Credit Union Act H.J. Res 111, a resolution providing for congressional disapproval under chapter 8 title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Arbitration Agreements" H.Con.Res. XX, a concurrent budget resolution for FY 2019-general issues H.R. 10, the Financial CHOICE Act H.R. 26, the Regulations in Need of Scrutiny Act, all provisions H.R. 88, the Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of 2018 H.R. 389, the Credit Union Residential Loan Parity Act, all provisions H.R. 924, the Financial Institutions Due Process Act H.R. 1116, the Taking Account of Institutions with Low Operation Risk Act (TAILOR), all provisions H.R. 1153, the Mortgage Choice Act of 2017, all provisions H.R. 1244, the Capital Access for Small Businesses and Jobs Act, all provisions H.R. 1264, the Community Financial Institution Exemption Act, all provisions H.R. 1457, the MOBILE Act, all provisions H.R. 1585, the Mutual Bank Capital Opportunity Act, all provisions H.R. 1958, the Protections Affordable Coverage for Employees (PACE) Act, all provisions H.R. 2054, Protecting Americans from Credit Entanglements Act of 2017 H.R. 2133, the Community Lending Enhancement and Regulatory Relief Act, all provisions H.R. 2204, the Homeowner Information Privacy Protection Act, all provisions H.R. 2215, the Secure and Fair Enforcement Banking Act of 2017 H.R. 2226, the Portfolio Lending and Mortgage Access Act, all provisions H.R. 2359, Fair Credit Reporting Act Liability Harmonization H.R. 2396, the Privacy Notification Technical Correction Act H.R. 2706, the Financial Institution Customer Protection Act, all provisions H.R. 2954, the Home Mortgage Disclosure Adjustment Act H.R. 3072, the Bureau of Consumer Financial Protection Examination and Reporting Threshold, all provisions H.R. 3089, the Corporate Transparency Act H.R. 3221, the Securing Access to Affordable Mortgages Act, all provisions H.R. 3299, the Protecting Consumers Access to Credit Act of 2017, all provisions H.R. 3746, the Business of Insurance Regulatory Reform Act of 2017 H.R. 3758, the Senior Safe Act of 2017 H.R. 3857, the PASS: Protecting Advice for Small Savers Act, all provisions H.R. 3866, to amend the Federal Credit Union Act to exclude extensions of credit made to veterans from the definition of a member business loan, all provisions H.R. 3911, the Risk-Based Credit Examination Act, all provisions H.R. 3971, the Community Institution Mortgage Relief Act of 2017 H.R. 3978, To amend the Real Estate Settlement Procedures Act of 1974 to modify requirements related to mortgage disclosures, and for other purposes H.R. 4464, the Common Sense Credit Union Capital Relief Act of 2017, all provisions H.R. 4545, the Financial Institutions Examination Fairness and Reform Act, all provisions H.R. 4607, the Comprehensive Regulatory Review Act, all provisions H.R. 4648, the Home Mortgage Reporting Relief Act of 2017, all provisions H.R. 5078, the TRID Improvement Act of 2018, all provisions H.R. 5266, the Financial Product Safety Commission Act of 2018, all provisions H.R. 5288, the Common Sense Credit Union Capital Relief Act of 2018, all provisions H.R. 5515, The John S. McCain National Defense Authorization Act, provisions related to financial service branches on military bases H.R. 5534, the Give Useful Information to Define Effective Compliance Act, all provisions H.R. 5952, Commerce, Justice, Science and Related Agencies Appropriations, Title II H.R. 6068, the Counter Terrorism and Illicit Finance Act, all provisions H.R. 6147, the Financial Services and General Government Appropriations Act for Fiscal Year 2019, all provisions H.R. 6385, Department of State, Foreign Operations, and Related Programs, Title I H.R. 6743, the Consumer Information Notification Requirement Act, all provisions H.R. 6850, the Financial Reporting Threshold Modernization Act , all provisions H.R. 7262, the American Housing and Economic Mobility Act of 2018 S.J. Res. 47, a resolution providing for congressional disapproval under Chapter 8 title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to "Arbitration Agreements" S. 21, the Regulations in Need of Scrutiny Act, all provisions S. 223, the Senior $afe Act, all provisions S. 366, the Taking Account of Institutions with Low Operation Risk (TAILOR) Act, all provisions S. 756, the First Step Act of 2018 S. 836, the Credit Union Residential Loan Parity Act, all provisions S. 838, the Protecting Affordable Coverage for Employees (PACE) Act, all provisions S. 869, Protecting Americans from Credit Entanglements Act of 2017 S. 1002, CLEAR Relief Act of 2017, all provisions S. 1310, Home Mortgage Disclosure Adjustment Act S. 1579, the Bureau of Consumer Financial Protection Advisory Board Enhancement Act S. 2155, Economic Growth, Regulatory Relief, and Consumer protection Act, all provisions S. 2237, the Financial Institution Examination Fairness Reform Act, all provisions S. 2463, Better Utilization of Investments Leading to Development (BUILD) Act S. 3032, the Strengthening the Tenth Amendment through Entrusting States (STATES) Act of 2018 S. 3503, the American Housing and Economic Mobility Act of 2018 S.J.Res. 19, A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Bureau of Consumer Financial Protection relating to prepaid accounts under the Electronic Fund Transfer Act and the Truth in Lending Act, all provisions Legislation contemplated by House Financial Services Committee Chairman Jeb Hensarling entitled the Financial Creating Hope and Opportunity for Investors, Consumer and Entrepreneurs (CHOICE) Act, provisions impacting credit unions, the National Credit Union Administration and the Consumer Financial Protection Bureau. Title XVII of the House Amendment to S. 488, the JOBS and Investor Confidence Act of 2018

Client expense: $920,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Consumer Financial Protection Bureau (CFPB), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), SENATE, Small Business Administration (SBA), Treasury, Dept of, Veterans Affairs, Dept of (VA)

S. 28, Health Savings Account Expansion Act (Flake) - HSA improvements S. 85, Restoring Access to Medications Act (Roberts) - paying for OTC products with HSA funds S. 403, Health Savings Act (Hatch) - HSA and FSA improvements S. 761, Health Care Options Act (Alexander) - using premiums for off-Exchange plans S. 1859, Healthcare Tax Relief Act (Gardner) - suspension of ACA health insurance tax S. 1978, Small Business and Family Health Tax Relief Act (Heitkamp) - suspension of ACA health insurance tax S. 2410, Chronic Disease Management Act (Thune) - flexibility for high-deductible health plans S. 3063, Health Insurance Tax Relief Act (Barrasso) - suspension of ACA health insurance tax H.R. 88, Retirement, Savings, and Other Tax Relief Act - relief from health insurance tax and Cadillac tax H.R. 246, Jobs and Premium Protection Act (Noem-Sinema) - repeal of ACA health insurance tax H.R. 247, Health Savings Account Expansion Act (Brat) - HSA improvements H.R. 394, Restoring Access to Medications Act (Jenkins) - paying for OTC products with HSA funds H.R. 1175, Health Savings Act (Paulsen) - HSA and FSA improvements H.R. 3798, Save American Workers Act (Walorski) - delay in Cadillac tax H.R. 4616 (Nunes) - delay in ACA excise tax on employer-provided health coverage H.R. 4618 (Jenkins) - use of HSA funds for OTC medications H.R. 4620, Protecting Families and Small Businesses Act (Noem) - relief from ACA health insurance tax H.R. 4894, Harmful Tax Prevention Act (Noem) - relief from ACA health insurance tax H.R. 4978, Chronic Disease Management Act (Black) - flexibility for high-deductible health plans H.R. 5138, Bipartisan HSA Improvement Act (Kelly) - HSA changes H.R. 5963, Health Insurance Premium Reduction Act (Noem) - suspension of ACA health insurance tax H.R. 6199, Restoring Access to Medication Act (Jenkins) - OTC medical products as qualified medical expense, HSA improvements H.R. 6301, Promoting High-Value Health Care Through Flexibility for High Deductible Health Plans Act (Roskam) - flexibility on first dollar coverage for HSA plans H.R. 6305, Bipartisan HSA Improvement Act (Kelly) - HSA flexibility; treatment of certain employment-related services; FSA and HRA conversions H.R. 6306, Health Care Security Act (Paulsen) - HSA contribution limits, spousal catch-up contributions, grace period for medical expenses H.R. 6309, Allowing Working Seniors to Keep Their Health Savings Accounts Act (Paulsen) - HSA contributions by Medicare-eligible individuals H.R. 6311, Increasing Access to Lower Premium Plans and Expanding HSAs Act (Roskam) - suspension of health insurance tax, HSA improvements H.R. 6312, Personal Health Investment Today Act (Smith) - medical care tax deduction for qualified sports and fitness expenses H.R. 6313, RAISE Health Benefits Act (Stivers) - Health FSA rollovers H.R. 6314, Health Savings Act (Burgess) - definition of high-deductible health plan H.R. 6317, Primary Care Enhancement Act (Paulsen) - participation by HSA-eligible individuals in direct primary care (DPC) arrangements Regulatory Issues: Annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer and individual coverage mandate; W-2 reporting requirements; health reimbursement accounts; deductibility limits for insurer compensation; health insurer and employer reporting of health coverage; issues related to implementation of health insurance tax; issues related to the refundable credit for coverage under a qualified health plan; issues related to coverage of chronic conditions in high deductible health plans; issues related to health savings accounts; issues related to the deductibility of employer-sponsored health coverage; issues related to enhancing tax treatment of long-term care insurance; issues related to qualified small employer health reimbursement accounts (QSEHRAs); issues related to implementation of the excise tax on high cost employer-sponsored health coverage; and other issues relating to health care reform implementation.

Client expense: $1,550,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

HR 88 - Regarding Health insurer tax HR 3798 - Regarding the tax on high cost insurance (Cadillac tax) HR 195 - Making further continuing appropriations for the fiscal year ending September 30, 2018, and for other purposes. HR 4894 - Harmful Tax Prevention Act. Noem (R-SD) S 1859 - To provide a moratorium on the ACA health insurance tax. S 1978 - To suspend the ACA health insurance tax for 2018 and 2019. HR 246 - To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. Noem (R-SD).

Client expense: $1,190,000 · Firm income: Not reported

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

Taxation legislation affecting the industry, including: Implementation of H.R.1, Tax Cuts and Jobs Act (P.L.115-97); H.R.4617, To amend the Internal Revenue Code of 1986 to provide for a temporary moratorium on the medical device excise tax; H.R.5159, Clean Coal Jobs Act of 2018; S.2373, A bill to amend the Internal Revenue Code of 1986 to extend the credit for production of refined coal; H.R.88, Retirement, Savings, and Other Tax Relief Act of 2018 and Taxpayer First Act of 2018.

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

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 88; Section 505: Repeal of Unrelated Business Income Tax on Qualified Transportation Fringe Benefits

Client expense: $140,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, 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

Lobbied House and Senate in favor of H.R. 88, the Retirement Savings and Other Tax Relief Act of 2018, primarily for repeal of parking tax for places of worship and nonprofits, also for repeal of Johnson Amendment and expansion of 529 to preborn children

Client expense: $28,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, U.S. Agency for International Development (USAID), U.S. Trade Representative (USTR), White House Office

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

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

Infrastructure tax credit provisions impacting railroad contractors, suppliers, and operators contained in short line railroad tax credit bills (BRACE Act, H.R.721 and S.407). Support for inclusion of extension of tax credit provisions in P.L. 115-141 and Rules Committee Print 115-87, the House Amendment to the Senate Amendment to H.R. 88.

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

Government targets: Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)

Support for H.R. 721 and S. 407 - Building Rail Access for Customers and the Economy Act. Support for inclusion of extension of tax credit provisions in P.L. 115-141 and Rules Committee Print 115-87, the House Amendment to the Senate Amendment to H.R. 88

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

Government targets: Federal Railroad Administration, HOUSE OF REPRESENTATIVES, SENATE, Surface Transportation Board (STB), Transportation, Dept of (DOT)

- H.R. 3988/S.2123 Universal Charitable Giving Act: a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 88: Support repeal of Unrelated Business Income Tax on parking and commuting benefits, and also support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities - S. 3332: Support repeal of Unrelated Business Income Tax on parking and commuting benefits - H.R. 5771 Charitable Giving Tax Deduction Act: establishes the charitable deduction as an above the line deduction without a cap. - Tax provisions affecting charitable contributions and tax-exempt organizations, including Unrelated Business Income Tax on parking and commuting benefits - H.R. 1830/S.1174 Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of literary, musical, artistic, or scholarly compositions created by the donor. - Support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities - H.R. 1337 Legacy IRA Act of 2017: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust).

Client expense: Not reported · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Fish & Wildlife Service (USFWS)

- H.R. 3988/S.2123 Universal Charitable Giving Act: a universal charitable deduction available to all taxpayers, whether they itemize or not. - H.R. 88: Support repeal of Unrelated Business Income Tax on parking and commuting benefits, and also support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities - S. 3332: Support repeal of Unrelated Business Income Tax on parking and commuting benefits - H.R. 5771 Charitable Giving Tax Deduction Act: establishes the charitable deduction as an above the line deduction without a cap. - Tax provisions affecting charitable contributions and tax-exempt organizations, including Unrelated Business Income Tax on parking and commuting benefits - H.R. 1830/S.1174 Artist-Museum Partnership Act: provide a deduction equal to the fair market value for charitable contributions of literary, musical, artistic, or scholarly compositions created by the donor. - Support for retaining federal tax code provisions (Johnson Amendment) that prohibit 501(c)(3) entities from endorsing candidates for public office and engaging in partisan electioneering activities - H.R. 1337 Legacy IRA Act of 2017: an expansion of the IRA Charitable Rollover to allow seniors starting at age 65 to make tax-free IRA rollovers to charities through life-income plans (charitable gift annuity or charitable remainder trust).

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of

Supported a multi-year retroactive extension of the biodiesel and renewable diesel tax credit, including Section 111 of the House Amendment to the Senate Amendment to H.R.88.

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

Government targets: Administration for Children & Families (ACF), Commodity Futures Trading Commission (CFTC), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 184, Protect Medical Innovation Act of 2017. S. 108, Medical Device Access & Innovation Protection Act. Implementation of H.R. 1, Tax Cuts and Jobs Act. H.R. 88, Retirement, Savings, and Other Tax Relief Act

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE, U.S. Trade Representative (USTR)

H.R. 4916: Preventing IRS Abuse and Protecting Free Speech Act H.R. 5012: Creating Real and Useful Middle: Class Benefits and Savings Act H.R. 4886: Permanent Tax Cuts for Americans Act Issues related to federal tax reform S. 2689: The Small Business Taxpayer Bill of Rights Act H.R. 5444: the Taxpayer First Act H.R.5514: Tax Fairness Act S.2687: To amend the Internal Revenue Code of 1986 to make permanent the individual tax provisions of the tax reform law, and for other purposes. S.2688: The Capital Gains Inflation Relief Act Issues related to indexing capital gains taxes to inflation Issues related to remote sales taxes H. R. 2193: Remote Transactions Parity Act S.976: Marketplace Fairness Act HR 2887: No Regulation without Representation H.Con.Res.119: Expressing the sense of Congress that a carbon tax would be detrimental to the United States economy H.R. 88, Retirement, Savings, and Other Tax Relief Act S.J.Res.64, a congressional resolution of disapproval of the Trump administration rule rolling back the Schedule B disclosure requirements for non-profits REG-104390-18 - Issues Related to Section 951A

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Repeal of Section 512(a)(7) of the Tax Cuts and Jobs Act in H.R. 88 (Retirement, Savings and other Tax Relief Act of 2018)

Client expense: Not reported · Firm income: $11,000

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Science Foundation (NSF), SENATE

Enhance Tax Administration & tax system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs, VITA and Free File; support strengthening anti-cyberfraud protections for tax system and taxpayers. Legislation: H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; H.R. 7227: Taxpayer First Act of 2018; H.R. 88: Retirement Savings and Other Tax Relief Act of 2018; S.3278 Protecting Taxpayers Act; S.3246 Taxpayers First; S. 3781: Retirement Security and Savings Act of 2018.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 88 Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act; provisions related to corporate taxation PL 115-97 Tax Cuts and Jobs Act; provisions concerning corporate and business taxation, and foreign attribution NPRM for Docket No. USCBP-2018-0029; wine excise tax treatment in duty drawback program

Client expense: $3,170,000 · Firm income: Not reported

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office

Support for H.R. 184 - Protection Medical Innovation Act of 2017. Support for S. 108 - Medical Device Access and Innovation Protection Act. Support for Sec. 301 of H.R. 88 - Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Support for H.R. 184 - Protection Medical Innovation Act of 2017 & S. 108 - Medical Device Access and Innovation Protection Act. Support for Sec. 301 of H.R. 88 - Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY 2019 Financial Services and General Government Appropriations--lobbied on amendment to prohibit bill from being used to implement the pro-contractor revision of OMB Circular A-76, contracting out, blue collar pay, white collar pay, minimum wage, federal retirement systems, union representation, contractor compensation caps and telework report. Lobbied on Federal Employees Compensation Act (FECA) reform with Federal-Postal Coalition to oppose Title V section that would unfairly cut FECA compensation benefits for disabled federal employees. Lobbied in support of HR 757, the Federal Adjustment of Income Rate (FAIR) Act--to provide both the General Schedule and Wage Grade federal employees a 3.2% pay raise in 2018. Lobbied in support of S 255 to increase the rate of pay under the GS schedule and for prevailing rate employees by 3.2%. S 272, the Strengthening American Transportation Security Act--lobbied in support of granting Transportation Security Officers (TSOs) rights under Title 5 of the U.S. code. Lobbied in support of HR 1022/S 362, the Federal Employee Paid Parental Leave Act--to provide up to six weeks of paid leave to federal workers upon the birth, adoption, or foster care placement of a child. Lobbied in support of HR 99, the Honoring the Fallen TSA Officers Act, a bill granting public safety officer benefits to TSOs killed or injured in the line of duty. Lobbied against the excessive premium increases for the Federal Long Term Care Insurance Program (FLTCIP) sold to federal employees and how OPM intends to represent the interests of those who purchase FLTCIP's plan in the future. Lobbied against HR 559, the Modern Employment Reform, Improvement, and Transformation (MERIT) Act of 2017 for its adverse impact on federal employees with continued attacks on rights of the civil service to collectively bargain and on the due process system necessary when defending themselves. Lobbied against the Merit Systems Protection Board (MSPB) Reauthorization Act and its failure to address the lack of ongoing personnel and resources that plague the MSPB and delays justice for federal workers who file appeals. AFGE is very concerned with Section 7 of the Act that limits VA appeals to MSBB. Lobbied for HR 3733, the Federal Firefighter Pay Equity Act, to establish a more accurate computation of retirement benefits for firefighters employed by the Federal Government. Lobbied against HR 4182, the "Ensuring a Qualified Civil Service Act of 2017" which would arbitrarily extend the probationary period for a minimum of two years for newly hired federal employees because of its lack of addressing issues involving employee performance evaluation or management's ability to properly evaluate employees during this period. Lobbied against S 1886, the Temporary and Term Appointments Act of 2017, that would extend competitive temporary and term appoints at agency discretion. HR 1293, to amend title 5, United States Code, to require that the Office of Personnel Management submit an annual report to Congress relating to the use of official time by Federal employees. Lobbied against the requirement that OPM submit an annual report to Congress on the use of official time by federal employees. HR 1385, Civil Service Incentives Integrity Act of 2017, a bill we lobbied against because it requires the retraction and repayment of recruitment and relocation bonuses paid to federal employees who have spent at least 80% of the time they would otherwise be in a duty status on official time. Additionally, a retention bonus may not be paid to any such employee who, for a period of 6 consecutive months of service associated with the bonus, has spent at least 80% of the time they would otherwise be in a duty status on official time. Official time is time spent by federal employees performing representational work for a bargaining unit in lieu of their regularly assigned work. HR 3303, First Responders Fair Retirement Act, lobbied in support of this bill that permits disabled law enforcement officers, customs and border protection officers, firefighters, air traffic controllers, nuclear materials couriers, members of the Capitol Police, members of the Supreme Court Police, employees of the Central Intelligence Agency performing intelligence activities abroad or having specialized security requirements, and diplomatic security special agents of the Department of State to receive retirement benefits in the same manner as if they had not been disabled. HR 5300, Federal Information Systems Safeguards Act of 2018. Lobbied against this bill that provides the authority of a federal agency to take action to restrict or prohibit access to a website, or to test, deploy, or update a cybersecurity measure, if the agency determines such action is necessary to carry out its responsibilities, shall not be: (1) limited by a collective bargaining agreement or other agreement entered into before, on, or after this bill's enactment pursuant to federal labor-management relations provisions; or (2) negotiated under such provisions. Lobbied in support of the Warner Amendment SA 3761, to preserve an apolitical federal government employee workforce. Lobbied against the Hatch Amendment SA 3922, which would waive limitations on staff years for defense Federally Funded Research and Development Centers (FFRDCs). Lobbied that this funding should be based on actual requirements rather than fulfilling a mandate. Lobbied against S 3208, the Federal Information Systems Safeguards Act of 2018. It does not increase federal IT security, but would take collective bargaining rights away from federal employees when it comes to issues involving IT. Lobbied against S 3137/HR 6787, the Reforming Government Act of 2018, which expands current authority given to the Administration to reorganize federal government agencies but without increased oversight of the Administration's reform and reorganization plans. Lobbied against S 3437, the Federal Rotational Cyber Workforce Program Act of 2018, which would establish a federal "rotational cyber workforce program." Specifically, we oppose Section 4(b)(9) and (b)(10) that would eliminate collective bargaining rights for employees in this program. Lobbied against HR 6891, a measure which would make it easier to fire, demote, or suspend federal employees who violate the Anti-Deficiency Act (ADA). The ADA already provides severe penalties, including termination for workers violating this Act. Lobbied against Senate amendment to HR 88, the Retirement, Savings, and Other Tax Relief Act of 2018, which would provide additional tax cuts for corporations and wealthy.

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)

Issues generally related to biodiesel, including efforts to modify the Renewable Fuel Standards program (RFS2), efforts to modify the volumetric requirements for advanced biofuels and biodiesel under the RFS2, tax extenders/tax reform efforts, the biodiesel tax credit. S.944 - American Renewable Fuel and Job Creation Act of 2017 H.R.2383 - American Renewable Fuel and Job Creation Act of 2017 Annual RVO rule Energy Provisions of the Farm Bill H.R. 88, Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE

Issues generally related to biodiesel, including efforts to modify the Renewable Fuel Standards program (RFS2), efforts to modify the volumetric requirements for advanced biofuels and biodiesel under the RFS2, tax extenders/tax reform efforts, the biodiesel tax credit. S.944 - American Renewable Fuel and Job Creation Act of 2017 H.R.2383 - American Renewable Fuel and Job Creation Act of 2017 Annual RVO rule Energy Provisions of the Farm Bill H.R. 88, Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE

Issues generally related to biodiesel, including efforts to modify the Renewable Fuel Standards program (RFS2), efforts to modify the volumetric requirements for advanced biofuels and biodiesel under the RFS2, tax extenders/tax reform efforts, the biodiesel tax credit. S.944 - American Renewable Fuel and Job Creation Act of 2017 H.R.2383 - American Renewable Fuel and Job Creation Act of 2017 Annual RVO rule Energy Provisions of the Farm Bill H.R. 88, Shiloh National Military Park Boundary Adjustment and Parker's Crossroads Battlefield Designation Act

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

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), SENATE

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, The Free File Permanence Act of 2017 H.R. 5444, The Taxpayer First Act H.R. 5445, The 21st Century IRS Act H.R. 7227, Taxpayer First Act of 2018 H.R. 88, Retirement Savings and Other Tax Relief Act of 2018 S.3278, Protecting Taxpayers Act S.3246, Taxpayers First S.3781, Retirement Security and Savings Act of 2018

Client expense: $660,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

H.R. 184, S. 108 bills related to the Medical Device Excise Tax H.R. 88 and related bills/amendments related to extension of certain tax incentives and a 5-year extension of the device tax moratorium H.R. 6756, the American Innovation Act of 2018, related to incentives in the tax code for investment in pre-revenue and start-up medical technology companies Issues related to the reform of the tax code and tax credits for investors in pre-revenue and start-up medical technology companies

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE