To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements.

S.380 - Health Savings Act of 2021 H.R.373 - To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits. H.R.1319 - American Rescue Plan Act of 2021 S.1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R.5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R.6271 - Health Savings Act of 2021 H.R.5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses.

Client expense: $178,500 · Firm income: Not reported

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." Support legislation that would make diapers FSA/HSA eligible including HR 7585, HR 259, S. 304 and infant diaper's -- HR 4902 and S. 3660.

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

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." Support legislation that would make diapers FSA/HSA eligible including HR 7585, HR 259, S. 304 and infant diaper's -- HR 4902 and S. 3660.

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

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

HSA/FSA, HR 5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues concerning the dietary supplement industry, including 1) support for H.R.5214 (and eventual Senate Companion) - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. 2) Consideration of a Mandatory Product Listing for the Dietary Supplement Industry, to be housed at the FDA: S. 4090 3) For the natural substance known as N-Acetyl-L-Cysteine (NAC) to remain legal as a dietary supplement by the FDA. 4) S 4348 - FDA User Free Reauthorization Package (S. 4368) - did not support additional amendments added affecting the supplement industry

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- HR 5214, regarding expenditures from HSAs, FSAs, and health reimbursement arrangements for dietary supplements - Issues related to Health Spending Accounts & Flexible Spending Accounts - Issues related to corporate tax provisions of reconciliation bill - U.S. Treasury policy and negotiating positions related to tax at the Organisation for Economic Co-operation and Development ("OECD") - Issues related to US Treasury implementation of new corporate alternative minimum tax

Client expense: $2,170,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Dietary supplement regulation, Mandatory product listing Monitor the following: FTC Regulation Business Opportunity Rule and Penalty Offense Authority, Pending rule making S.3410, The Consumer Protection and Due Process Act, Section 13B FTC issue H.R.2668, Consumer Protection and Recovery Act, Section 13B FTC issue H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA dietary supplement issues Dietary supplement eligibility for Health Savings Account (HSA) and Flexible Spending Account (FSA) Essential oils and wellness products related issues and initiatives S.420, Protecting the Right to Organize Act of 2021 (PRO Act), Impact on independent

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Regulatory enforcement of dietary supplements, Mandatory product registration issues Food Safety regulation related issues S.4348, FDASLA Act of 2022, Mandatory product registration S.4090, Dietary Supplement Listing Act of 2022, Entirety H.R.7667, Food and Drug Amendments of 2022, Entirety Monitor the following: Over-the-counter dietary supplement products as qualified medical expenses under HSA/FSA's Regulatory enforcement of dietary supplements, Mandatory product registration issues H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA supplement related issues Hemp-Derived Cannabidiol (CBD) regulations H.R.841, Hemp and Hemp-Derived CBD Consumer Protection and Market Stabilization Act of 2021, generally S.1698, Hemp Access and Consumer Safety Act, Entirety S.2100, Personal Care Products Safety Act, Generally H.R.5747/S.1654, A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.380 - Health Savings Act of 2021 H.R.373 - To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits. H.R.1319 - American Rescue Plan Act of 2021 S.1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R.5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R.6271 - Health Savings Act of 2021 H.R.5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses.

Client expense: $142,000 · Firm income: Not reported

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." Support legislation that would make diapers FSA/HSA eligible including HR 7585, HR 259, S. 304 and infant diaper's -- HR 4902 and S. 3660.

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

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." Support legislation that would make diapers FSA/HSA eligible including HR 7585, HR 259, S. 304 and infant diaper's -- HR 4902 and S. 3660.

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

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

S. 380, Health Savings Act, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions related to dietary supplements. S. 1654, a bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses; all provisions related to dietary supplements. H.R. 5214, a bill to amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747, a bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. HR 6271, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes; all provisions related to dietary supplements.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- HR 2096/S 2472, "Stop Shielding Assets from Corporate Known Liability by Eliminating Non-Debtor Releases Act", regarding all provisions - HR 5214, regarding expenditures from HSAs, FSAs, and health reimbursement arrangements for dietary supplements - Issues related to Health Spending Accounts & Flexible Spending Accounts - Issues related to corporate tax provisions of reconciliation bill - U.S. Treasury policy and negotiating positions related to tax at the Organisation for Economic Co-operation and Development ("OECD")

Client expense: $1,050,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HSA/FSA, HR 5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

H.R.2668, Consumer Protection and Recovery Act, Section 13B FTC issue Dietary supplement regulation, Mandatory product listing FTC Regulation Business Opportunity Rule and Penalty Offense Authority, Pending rule making S.3410, The Consumer Protection and Due Process Act, Section 13B FTC issue Monitor the following: H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA dietary supplement issues Dietary supplement eligibility for Health Savings Account (HSA) and Flexible Spending Account (FSA) Essential oils and wellness products related issues and initiatives S.420, Protecting the Right to Organize Act of 2021 (PRO Act), Impact on independent

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

Government targets: SENATE

Regulatory enforcement of dietary supplements, Mandatory product registration issues Food Safety regulation related issues S.4348, FDASLA Act of 2022, Mandatory product registration S.4090, Dietary Supplement Listing Act of 2022, Entirety Monitor the following: Over-the-counter dietary supplement products as qualified medical expenses under HSA/FSA's Regulatory enforcement of dietary supplements, Mandatory product registration issues H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA supplement related issues Hemp-Derived Cannabidiol (CBD) regulations H.R.841, Hemp and Hemp-Derived CBD Consumer Protection and Market Stabilization Act of 2021, generally S.1698, Hemp Access and Consumer Safety Act, Entirety S.2100, Personal Care Products Safety Act, Generally H.R.5747/S.1654, A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses, generally H.R.7667, Food and Drug Amendments of 2022, Entirety

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

Government targets: SENATE

Issues concerning the dietary supplement industry, including 1) support for H.R.5214 (and eventual Senate Companion) - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. 2) Consideration of a Mandatory Product Listing for the Dietary Supplement Industry, to be housed at the FDA: S. 4090 3) For the natural substance known as N-Acetyl-L-Cysteine (NAC) to remain legal as a dietary supplement by the FDA. 4) S 4348 - FDA User Free Reauthorization Package (S. 4368) - did not support additional amendments added affecting the supplement industry

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.380 - Health Savings Act of 2021 H.R.373 - To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits. H.R.1319 - American Rescue Plan Act of 2021 S.1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R.5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R.6271 - Health Savings Act of 2021 H.R.5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses.

Client expense: $160,270 · Firm income: Not reported

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

- HR 2096/S 2472, "Stop Shielding Assets from Corporate Known Liability by Eliminating Non-Debtor Releases Act", regarding all provisions - HR 5214, regarding expenditures from HSAs, FSAs, and health reimbursement arrangements for dietary supplements - Issues related to Health Spending Accounts & Flexible Spending Accounts - Issues related to corporate tax provisions of reconciliation bill - U.S. Treasury policy and negotiating positions related to tax at the Organisation for Economic Co-operation and Development ("OECD")

Client expense: $2,320,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HSA/FSA, HR 5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements.

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

Government targets: SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380, Health Savings Act, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions related to dietary supplements. S. 1654, a bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses; all provisions related to dietary supplements. H.R. 5214, a bill to amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747, a bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. HR 6271, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts, and for other purposes; all provisions related to dietary supplements.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.380 - Health Savings Act of 2021 H.R.373 - To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits. H.R.1319 - American Rescue Plan Act of 2021 S.1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R.5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R.6271 - Health Savings Act of 2021 H.R.5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses.

Client expense: $156,000 · Firm income: Not reported

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

H.R.2668, Consumer Protection and Recovery Act, Section 13B FTC issue Dietary supplement regulation, Mandatory product listing FTC Regulation Business Opportunity Rule and Penalty Offense Authority, Pending rule making S.3410, The Consumer Protection and Due Process Act, Section 13B FTC issue Monitor the following: H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA dietary supplement issues Dietary supplement eligibility for Health Savings Account (HSA) and Flexible Spending Account (FSA) Essential oils and wellness products related issues and initiatives S.420, Protecting the Right to Organize Act of 2021 (PRO Act), Impact on independent

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Regulatory enforcement of dietary supplements, Mandatory product registration issues Monitor the following: Over-the-counter dietary supplement products as qualified medical expenses under HSA/FSA's Regulatory enforcement of dietary supplements, Mandatory product registration issues H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA supplement related issues Hemp-Derived Cannabidiol (CBD) regulations H.R.841, Hemp and Hemp-Derived CBD Consumer Protection and Market Stabilization Act of 2021, generally S.1698, Hemp Access and Consumer Safety Act, Entirety S.2100, Personal Care Products Safety Act, Generally H.R.5747/S.1654, A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

OTC and Consumer Products; Oral health; Dietary supplements/DSHEA modernization; Access to over-the-counter medicines; H.R. 5214 - Dietary Supplements Access Act; H.R. 4555 - Oral Health Literacy and Awareness Act; S. 1435/H.R. 2873 - Affordable Prescriptions for Patient Act.

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

Dietary Supplement Eligible Expenses under HSAs/FSAs; H.R. 5214 - Dietary Supplements Access Act; H.R. 5747 - Dietary Supplement Tax Fairness Act.

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

Issues concerning the dietary supplement industry, including 1) support for H.R.5214 (and eventual Senate Companion) - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. 2) Consideration of a Mandatory Product Listing for the Dietary Supplement Industry, to be housed at the FDA. No current legislation or bill #. 3) For the natural substance known as N-Acetyl-L-Cysteine (NAC) to remain legal as a dietary supplement by the FDA.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 380 - Health Savings Act of 2021, a bill to amend the Internal Revenue Code of 1986 to improve access to health care through expanded health savings accounts; all provisions relating to dietary supplements. S. 1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R. 5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. All legislative proposals related to the inclusion of dietary supplement purchases within tax-deductible Health Savings Accounts and Flexible Spending Accounts (HSAs/FSAs).

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

Government targets: Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE

H.R. 31 - Health Coverage Choice Act - Rep. Biggs, Andy [R-AZ-5] - short-term, limited-duration health insurance plans H.R. 145 - Continuing Coverage for Preexisting Conditions Act of 2021 - Rep. Joyce, David P. [R-OH-14] - pre-existing conditions H.R. 317 - To amend the Public Health Service Act to establish a health insurance Federal Invisible Risk Sharing Program - Rep. Schweikert, David [R-AZ-6] - federal risk sharing program H.R. 477 - Allys Act - Rep. Neguse, Joe [D-CO-2] - coverage for hearing devices H.R. 533 - Stop COVID-19 Test Surprise Medical Bills Act of 2021 - Rep. Fletcher, Lizzie [D-TX-7] - surprise medical bills H.R. 689 - Premium Relief Act of 2021 - Rep. Burgess, Michael C. [R-TX-26] - Patient and State Stability Fund H.R. 796 - Coverage for COVID-19 Treatment Act of 2021 - Rep. Blunt Rochester, Lisa [D-DE-At Large] - coverage for COVID-19 drugs H.R. 892 - Pre-existing Conditions Protection Act of 2021 - Rep. McMorris Rodgers, Cathy [R-WA-5] - pre-existing conditions H.R. 1255 - Living Donor Protection Act of 2021 - Rep. Nadler, Jerrold [D-NY-10] - coverage for organ donors H.R. 1790 - Fair Indexing for Health Care Affordability Act - Rep. Axne, Cynthia [D-IA-3] - maximum out of pocket costs and premium tax credits H.R. 2264 - Tele-Mental Health Improvement Act - Rep. Trone, David J. [D-MD-6] - telehealth H.R. 2808 - Health Freedom and Flexibility Act - Rep. Rosendale Sr., Matthew M. [R-MT-At Large] - HSAs H.R. 3029 - Health Care PRICE Transparency Act - Rep. Davidson, Warren [R-OH-8] - price transparency H.R. 3783 - Medical Nutrition Equity Act of 2021 - Rep. McGovern, James P. [D-MA-2] - coverage of medical foods H.R. 3947 - Justice for Patients Act - Rep. Porter, Katie [D-CA-45] - health insurance contracts H.R. 3969 - To amend title XXVII of the Public Health Service Act to include activities to address social determinants of health in the calculation of medical loss ratios - Rep. Curtis, John R. [R-UT-3] - SDOH and MLRs H.R. 4123 - Increasing Health Coverage through HRAs Act of 2021 - Rep. Bishop, Dan [R-NC-9] - health reimbursement arrangements H.R. 4289 - WISH Act - Rep. Suozzi, Thomas R. [D-NY-3] - long-term care insurance benefits H.R. 4385 - Cancer Drug Parity Act of 2021 - Rep. Higgins, Brian [D-NY-26] - cost sharing for oral anticancer drugs H.R. 4480 - Telehealth Coverage and Payment Parity Act - Rep. Phillips, Dean [D-MN-3] - payment parity for telehealth services H.R. 4669 - Capping Costs for Consumers Act of 2021 - Rep. Schrier, Kim [D-WA-8] - cost-sharing reductions H.R. 4911 - Medicare Advantage Quality Payment Relief Act of 2021 - Rep. Kind, Ron [D-WI-3] - Medicare Advantage payments H.R. 5157 - Direct Primary Care for America Act - Rep. Crenshaw, Dan [R-TX-2] - HSAs and spending requirements H.R. 5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements - Rep. Curtis, John R. [R-UT-3] - HSAs and spending requirements H.R. 5390 - COBRA Subsidy Extension for Workers and Families Act - Rep. Mrvan, Frank J. [D-IN-1] - COBRA coverage H.R. 5432 - COVID-19 Testing Coverage Act of 2021 - Rep. Miller-Meeks, Mariannette [R-IA-2] - COVID-19 testing coverage H.R. 5536 - SMART Act - Rep. Rush, Bobby L. [D-IL-1] - outpatient physical therapy payment rules in rural areas H.R. 5610 - Easy Enrollment in Health Care Act - Rep. Bera, Ami [D-CA-7] - health insurance affordability programs and minimum essential coverage H.R. 5981 - Telehealth Expansion Act of 2021 - Rep. Steel, Michelle [R-CA-48] - telehealth services and high deductible health plans H.R. 6271 - Health Savings Act of 2021 - Rep. LaTurner, Jake [R-KS-2] - HSAs S. 125 - Protecting Life in Health Savings Accounts Act - Sen. Lee, Mike [R-UT] - HSAs S. 377 - Living Donor Protection Act of 2021 - Sen. Gillibrand, Kirsten E. [D-NY] - coverage for organ donors S. 380 - Health Savings Act of 2021 - Sen. Rubio, Marco [R-FL] - HSAs S. 660 - Tele-Mental Health Improvement Act - Sen. Smith, Tina [D-MN] - SUD and mental health S. 754 - Ensuring Lasting Smiles Act - Sen. Baldwin, Tammy [D-WI] - insurance benefits S. 756 - Continuing Coverage for Preexisting Conditions Act of 2021 - Sen. Kennedy, John [R-LA] - pre-existing conditions S. 1524 - Health Care PRICE Transparency Act- Sen. Braun, Mike [R-IN] - price transparency S. 2097 - TELEHEALTH HSA Act of 2021 - Sen. Kennedy, John [R-LA] - HSAs S. 2099 - Health Savings Account Expansion Act of 2021 - Sen. Sasse, Ben [R-NE] - HSAs S. 3001 - Easy Enrollment in Health Care Act - Sen. Van Hollen, Chris [D-MD] - health insurance affordability programs and minimum essential coverage S. 3139 - Healthy Competition for Better Care Act - Sen. Braun, Mike [R-IN] - anticompetitive terms in insurance contracts S. 3239 - Healthy MOM Act - Sen. Brown, Sherrod [D-OH] - SEPs for pregnant women Regulatory Issues: Insurance regulatory reform; issues related to the coordination of private and public disability income benefits; disability risk management; disability income insurance enrollment and awareness; issues related to COBRA continuation coverage; issues related to behavioral health benefits; issues related to encouraging impaired workers to stay in/return to the workforce; issues related to expanding long-term care insurance coverage; issues relating to COVID-19, including testing, vaccines and therapeutics; issues related to health equity; issues related to vaccination; issues related to coverage in non-Medicaid Expansion States (e.g., Gap Population); issues related to the No Surprises Act, enacted as part of the Consolidated Appropriations Act in December 2020, including disclosure of agent broker compensation (Section 202c); issues related to addressing the social determinants of health, including housing, transportation, nutrition, and educational opportunities; issues related to changes to prior authorization regulations, electronic documentation, and related issues; issues relating to Medicaid best price; issues relating to the coordination of benefits between private health insurance plans and Medicaid; Medigap claims processing and crossover fees; Medigap cross-over claim issues, Medigap coverage, implementation of Medigap standardized plan offerings; Medigap carrier recoveries related to CMS fraud and abuse enforcement activities, and issues related to Medigap educational materials, and other Medigap issues; fraud and abuse issues affecting public and private insurance coverage; issues relating to antitrust; issues related to repeal of the antitrust-related portions of the McCarran-Ferguson Act; implementation of the Mental Health Parity Act requirements; implementation of the 21st Century Cures Act requirements; summary of benefits and coverage disclosures; prior authorization; accountable care organizations; coverage of preventive services; preexisting condition exclusions; lifetime and annual dollar limits on benefits; patient protections; grandfathered health plan provisions; health reimbursement accounts; dependent coverage; treatment of expatriate plans; issues related to surprise medical bills; issues related to all payor claims databases; issues related to association health plans; issues related to substance abuse and provider treatment records (42 CFR Part 2); issues related to medical management; issues related to fraud, waste, abuse, Stark/Anti-Kickback laws and regulations, non-discriminatory wellness programs; issues related to supplemental products; issues relating to dental coverage; issues relating to proposals for single-payer and Medicare/Medicaid buy-in options; issues related to implementation of the Telephone Consumer Protection Act; issues relating to third party payment of premiums; issues related to cost-sharing reductions (CSRs); issues related to interoperability and price transparency; issues related to the employer market; issues relating to the individual market; and other issues relating to health care reform implementation.

Client expense: $2,630,000 · 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), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

Protect the current FSA/HSA list of products and support expanding the list of allowable products for FSA/HSA. Monitor FSA/HSA legislation. Support HR 373 - "To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits." Lobby for legislation that would expand the definition of prevention for FSA/HSA. Support the inclusion of vitamins and supplements in FSA/HSAs - HR 5214 "To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements." S. 1654 - "A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses." HR 5747 - "To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses."

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

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

Issues concerning the dietary supplement industry, including 1) support for H.R.5214 (and eventual Senate Companion) - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. 2) Support for Mandatory Product Listing for the Dietary Supplement Industry, both voluntarily and for consideration of the listing to be supported by the FDA.

Client expense: Not reported · Firm income: $9,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.2668, Consumer Protection and Recovery Act, Section 13B FTC issue Dietary supplement regulation, Mandatory product listing S.420, Protecting the Right to Organize Act of 2021 (PRO Act), Impact on independent FTC Regulation Business Opportunity Rule and Penalty Offense Authority, Pending rule making Monitor the following: H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA dietary supplement issues Dietary supplement eligibility for Health Savings Account (HSA) and Flexible Spending Account (FSA) Essential oils and wellness products related issues and initiatives

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Regulatory enforcement of dietary supplements, Mandatory product registration issues Monitor the following: Over-the-counter dietary supplement products as qualified medical expenses under HSA/FSA's Regulatory enforcement of dietary supplements, Mandatory product registration issues H.R.5214, To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements, HSA/FSA supplement related issues Hemp-Derived Cannabidiol (CBD) regulations H.R.841, Hemp and Hemp-Derived CBD Consumer Protection and Market Stabilization Act of 2021, generally S.1698, Hemp Access and Consumer Safety Act, Entirety S.2100, Personal Care Products Safety Act, Generally H.R.5747/S.1654, A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses, generally

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

Government targets: SENATE

S.380 - Health Savings Act of 2021 H.R.373 - To treat certain face coverings and disinfectants as medical expenses for purposes of certain Federal tax benefits. H.R.1319 - American Rescue Plan Act of 2021 S.1654 - A bill to amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses. H.R.5214 - To amend the Internal Revenue Code of 1986 to permit expenditures from health savings accounts, flexible spending arrangements, and health reimbursement arrangements for dietary supplements. H.R.6271 - Health Savings Act of 2021 H.R.5747 - To amend the Internal Revenue Code of 1986 to include certain over-the-counter dietary supplement products as qualified medical expenses.

Client expense: $184,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Treasury, Dept of

H.R. 5214 Dietary Supplements Access Act

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

Government targets: Centers For Disease Control & Prevention (CDC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, White House Office