No Tax Breaks for Outsourcing Act

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 4938, Disclosure of Tax Havens and Offshoring Act; H.R. 884, No Tax Breaks for Outsourcing Act; S. 357, No Tax Breaks for Outsourcing Act; Provisions on international tax relating to the Tax Cuts and Jobs Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Revenues from fair taxes HR 9495- Stop Terror-Financing and Tax Penalties on American Hostages Act S 738, HR 4963- Tax Fairness for Workers Act, Individual tax deduction for union dues S 737, HR 5456- No Tax Breaks for Union Busting Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 HR 680 and other bills- SALT, Tax Relief for Middle Class Families Act S 357, HR 884- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax, For the 99.5% Act S 3367- Billionaires Income Tax HR 6498- Billionaire Minimum Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act HR 339, HR 7160- SALT, SALT Marriage Penalty Elimination Act HR 1326- SALT, Supporting Americans with Lower Taxes Act HR 2555- SALT- Securing Access to Lower Taxes by Ensuring Deductibility Act Employer Sponsored Insurance Health Tax Exclusion Estate Tax and Child Care Trust Fund

Client expense: $670,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 4938, Disclosure of Tax Havens and Offshoring Act; H.R. 884, No Tax Breaks for Outsourcing Act; S. 357, No Tax Breaks for Outsourcing Act; Provisions on international tax relating to the Tax Cuts and Jobs Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to protect increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied to make sure the Trump tax cuts set to sunset in 2025 expire as scheduled. Lobbied for passage of H.R. 9747, the Continuing Appropriations and Extensions Act, 2025 to continue to fund the federal government through December 20, 2024.

Client expense: $570,000 · Firm income: Not reported

No Tax Breaks for Outsourcing Act/H.R. 884

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES

H.R.884/S.357 No Tax Breaks for Outsourcing would ensure that multinational corporations pay the same tax rate on profits earned abroad as they do in the United States. H.R.4963/S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses H.R. 5456/S. 737 No Tax Breaks for Union Busting Act would end the taxpayer subsidization of anti-union activity by classifying business interference in worker organization campaigns like political speech under the tax code

Client expense: $456,000 · Firm income: Not reported

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

S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act S 3367, HR 6498- Billionaires Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act General- Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 S 4098, HR 7933- Corporate Tax Dodging Prevention Act HR 3390, HR 680 and others- SALT; SALT Marriage Penalty Elimination Act HR 1326- SALT; Supporting Americans with Lower Taxes Act HR 2555- SALT; Security Access to Lower Taxes by Ensuring Deductibility Act Carried Interest Fairness Act Employer Sponsored Insurance Health Tax Exclusion

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

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884, No Tax Breaks for Outsourcing Act; S. 357, No Tax Breaks for Outsourcing Act; H.R. 8148, Growing and Preserving Innovation in America Act of 2024 - issues related to making the FDII tax break permanent; H.R. 4938, Disclosure of Tax Havens and Offshoring Act.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to protect increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied to make sure the Trump tax cuts set to sunset in 2025 expire as scheduled. Lobbied for passage of H.R. 9747, the Continuing Appropriations and Extensions Act, 2025 to continue to fund the federal government through December 20, 2024.

Client expense: $590,000 · Firm income: Not reported

H.R.884/S.357 No Tax Breaks for Outsourcing would ensure that multinational corporations pay the same tax rate on profits earned abroad as they do in the United States. H.R.4963/S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses H.R. 5456/S. 737 No Tax Breaks for Union Busting Act would end the taxpayer subsidization of anti-union activity by classifying business interference in worker organization campaigns like political speech under the tax code

Client expense: $456,000 · Firm income: Not reported

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

S 357, HR 884- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act S 1178, HR 2676, Estate Tax, For the 99.5% Act S 3367- Billionaires Minimum Income Tax HR 6498- Billionaire Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues, Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 S 4098, HR 7933- Corporate Tax Dodging Prevention Act HR 339, HR 7160- SALT, SALT Marriage Penalty Elimination Act HR 680- SALT, Tax Relief for Middle Class Families Act HR 1326- SALT, Supporting Americans with Lower Taxes Act HR 2555- SALT, Securing Access to Lower Taxes by Ensuring Deductibility S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP) Carried Interest Fairness Act Employer Sponsored Insurance Health Tax Exclusion HR 8915- Education and Workforce Freedom Act

Client expense: $680,000 · Firm income: Not reported

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to protect increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied to make sure the Trump tax cuts set to sunset in 2025 expire as scheduled.

Client expense: $540,000 · Firm income: Not reported

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884, No Tax Breaks for Outsourcing Act; S. 357, No Tax Breaks for Outsourcing Act; H.R. 8148, Growing and Preserving Innovation in America Act of 2024 - issues related to making the FDII tax break permanent.

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

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

S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act S 3367- Billionaires Minimum Income Tax HR 6498- Billionaire Income Tax S 4017, HR 7749- Ultra-Millionaire Tax Act (Wealth Surtax) Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174, HR 4535- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act S 3176, HR 6191- Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 7024- Tax Relief for American Families and Workers Act of 2024 HR 339, HR 7160- SALT; SALT Marriage Penalty Elimination Act HR 680- SALT; Tax Relief for Middle Class Families Act HR 1326- SALT; Supporting Americans with Lower Taxes Act HR 2555- SALT; Securing Access to Lower Taxes by Ensuring Deductibility H Res 994- SALT S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)

Client expense: $690,000 · Firm income: Not reported

H.R.884/S.357 No Tax Breaks for Outsourcing would ensure that multinational corporations pay the same tax rate on profits earned abroad as they do in the United States. H.R.4963/S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses

Client expense: $400,000 · Firm income: Not reported

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

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884, No Tax Breaks for Outsourcing Act; S. 357, No Tax Breaks for Outsourcing Act.

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

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

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to protect increased funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act."

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

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied for a clean appropriations bill or CR covering these issues that does not cut federal pay or benefits.

Client expense: $434,000 · Firm income: Not reported

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied for a clean appropriations bill or CR covering these issues that does not cut federal pay or benefits.

Client expense: $434,000 · Firm income: Not reported

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied for a clean appropriations bill or CR covering these issues that does not cut federal pay or benefits.

Client expense: $434,000 · Firm income: Not reported

H.R.5456/S.737 No Tax Breaks for Union Busting Act would put an end to the taxpayer subsidization of business' anti-union activity H.R.884/S.357 No Tax Breaks for Outsourcing would ensure that multinational corporations pay the same tax rate on profits earned abroad as they do in the United States. H.R.4963/S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses

Client expense: $400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act.

Client expense: $490,000 · Firm income: Not reported

S 357, HR 884- International tax incentives for outsourcing and rages; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax; For the 99.5% Act HR 6498- Billionaire Minimum Income Tax Act S 3367- Billionaires Income Tax Act Wealth Surtax; Ultra-Millionaire Tax Act Millionaires Surtax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act S 1174- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737, HR 5456- No Tax Breaks for Union Busting Act Curtailing Executive Overcompensation (CEO) Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 339- SALT: SALT Marriage Penalty Elimination Act HR 680, HR 1326, HR 2555- SALT: Tax Relief for Middle Class Families Act HR 1326- SALT: Supporting Americans with Lower Taxes Act HR 2555- SALT: Securing Access to Lower Taxes by Ensuring Deductibility Act HR 3936- Tax Cuts for Working Families Act HR 3937- Small Business Jobs Act HR 3938- Build it in America Act S 1446- Nurse Corps Tax Parity Act of 2023 HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)

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

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act.

Client expense: $490,000 · Firm income: Not reported

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884/S. 357, No Tax Breaks for Outsourcing Act.

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

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

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884/S. 357, No Tax Breaks for Outsourcing Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3936, HR 3937, HR 3938, House GOP tax package - research & experimentation expensing; bonus depreciation; net interest deduction tax break; standard deduction; opportunity zones (Unnamed HR) - Implementing a minimum income tax on all sources of income on households with more than $100 million (Unnamed S) - Implementing an income tax on the unrealized gains of billionaires IRS funding in various appropriation vehicles - mandatory funding previously granted to the IRS through the Inflation Reduction Act No Tax Breaks for Outsourcing Act (HR 884, S 357) - Enact President Biden's proposed international tax reforms Medicare and Social Security Fair share Act (HR 4535, S 1174) - Close loopholes for high earners in NIIT & SECA, implements NIIT for Social Security, directs funds raised to shore up Medicares & Social Securitys finances

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Billionaire Minimum Income Tax Wealth Surtax, Ultra-Millionaire Tax Act Millionaires Surtax Act S 1174- Medicare and Social Security Fair Share Tax S 738, HR 4963- Individual tax deduction for union dues, Tax Fairness for Workers Act S 737- No Tax Breaks for Union Busting Act General- Tax Extenders, R & D Tax Credit, EITC, CTC S 393, HR 1046- Social Security Expansion Act HR 339, HR 680, HR 1326, HR 255- State and Local Tax Deduction (SALT) SALT Marriage Penalty Elimination Act HR 680, SALT, Tax Relief for Middle Class Families Act HR 1326- SALT- Supporting Americans with Lower Taxes Act HR 2555- SALT- Securing Access to Lower Taxes by Ensuring Deductibility Act HR 3936- Tax Cuts for Working Families Act S 1446- Nurse Corps Tax Parity Act of 2023 S 357, HR 884- International tax incentives for outsourcing and rates, No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Tax, For the 99.5% Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 2491, HR 4870- Wall Street Tax Act Curtailing Executive Overcompensation (CEO) Act Opportunity Zone Reform Act HR 3937- Small Business Jobs Act HR 3938- Build it in America Act HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)

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

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884/S. 357, No Tax Breaks for Outsourcing Act.

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied in support of H.R. 4963 and S. 738, the Tax Fairness for Workers Act. Lobbied for H.R. 4535 and S. 1174, a bill to ensure the wealthiest Americans contribute their fair share to Americas social insurance programs, known as the Medicare and Social Security Fair Share Act. Lobbied for a clean appropriations bill or CR covering these issues that does not cut federal pay or benefits.

Client expense: $434,000 · Firm income: Not reported

S.737 No Tax Breaks for Union Busting Act would put an end to the taxpayer subsidization of business' anti-union activity S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses S.357/H.R.884 The No Tax Breaks for Outsourcing Act would repeal offshoring incentives by: Equalizing the tax rate on profits earned abroad to the tax rate on profits earned here at home. H.R.2686 Ending Wall Street Tax Giveaway Act would tax carried interest compensation at ordinary income tax rates and treat it as wage income subject to employment taxes Wall Street Speculation Act would impose a tax of a fraction of a percent on trades of stocks, bonds, and derivatives

Client expense: $400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 3936, HR 3937, HR 3938, House GOP tax package - research & experimentation expensing; bonus depreciation; net interest deduction tax break; standard deduction; opportunity zones (Unnamed HR) - Implementing a minimum income tax on all sources of income on households with more than $100 million (Unnamed S) - Implementing an income tax on the unrealized gains of billionaires HR 3746, debt limit deal - Repealing the mandatory funding previously granted to the IRS through the Inflation Reduction Act No Tax Breaks for Outsourcing Act (HR 884, S 357) - Enact President Biden's proposed international tax reforms Medicare and Social Security Fair share Act (HR 4535, S 1174) - Close loopholes for high earners in NIIT & SECA, implements NIIT for Social Security, directs funds raised to shore up Medicares & Social Securitys finances

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 1446- Nurse Corps Tax Parity Act of 2023 S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act S 1178, HR 2676- Estate Taxes; For the 99.5% Act Billionaire Minimum Income Tax Wealth Surtax; Ultra-Millionaire Tax Act Millionaires Surtax Act Carried Interest Fairness Act Taxing Big Oil Profiteers Act; Big Oil Windfall Profits Tax Act S 638- Disclosure of Tax Havens and Offshoring Act S 1990, HR 4119- Tax on Wall Street Speculation Act S 1174- Medicare and Social Security Fair Share Tax S 738- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737- No Tax Breaks for Union Busting Act Tax Extenders, R & D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393, HR 1046- Social Security Expansion Act HR 339- SALT; SALT Marriage Penalty Elimination Act HR 680- SALT; Tax Relief for Middle Class Families Act HR 1326- SALT; Supporting Americans with Lower Taxes Act HR 2555- SALT; Securing Access to Lower Taxes by Ensuring Deductibility Act HR 3936- Tax Cuts for Working Families Act HR 3973- Small Business Jobs Act HR 3938- Build it in America Act HR 3355- Substance Use Disorder Treatment and Recovery Loan Repayment Program Reauthorization Act of 2023 (STAR LRP)

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

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied against IRS funds being reduced as part of a debt ceiling deal. Lobbied in support of the Worker Tax Fairness Act.

Client expense: $520,000 · Firm income: Not reported

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884, S. 357, No Tax Breaks for Outsourcing Act; H.R. 3665, Defending American Jobs and Investment Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.737 No Tax Breaks for Union Busting Act would put an end to the taxpayer subsidization of business' anti-union activity S.738 Tax Fairness for Workers would workers an above-the-line deduction for union dues and expenses S.357/H.R.884 The No Tax Breaks for Outsourcing Act would repeal offshoring incentives by: Equalizing the tax rate on profits earned abroad to the tax rate on profits earned here at home

Client expense: $400,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

(Unnamed HR) - Implementing a minimum income tax on all sources of income on households with more than $100 million General Tax - Expanded child tax credit; Net interest deduction tax break; Bonus depreciation Family and Small Business Taxpayer Protection Act (HR 23) - Repealing mandatory funding granted to the IRS through the IRA No Tax Breaks for Outsourcing Act (HR 884, S 357) - Enact President Biden's proposed international tax reforms Assuring Medicare's Promise act (HR 34) - Close loopholes for high earners in NIIT & SECA and directs funds raised to shore up Medicares finances

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

State and Local Tax (SALT) Deduction; Securing Access to Lower Taxes by Ensuring Deductibility Act Health Care Worker Loan Repayment Billionaire Minimum Income Tax S 357, HR 884- International tax incentives for outsourcing and rates; No Tax Breaks for Outsourcing Act Estate Taxes; For the 99.5% Act Wealth Surtax; Ultra-Millionaire Tax Act Millionaires Surtax Act Carried Interest Fairness Act Taxing Big Oil Profiteers Act Big Oil Windfall Profits Tax Act S 638- Disclosure of Tax Havens and Offshoring Act HR 680- SALT Tax; Tax Relief for Middle Class Families Act of 2023 HR 339- SALT Tax; SALT Marriage Penalty Elimination Act S 753- Individual tax deduction for union dues; Tax Fairness for Workers Act S 737- No Tax Breaks for Union Busting Act Tax Extenders, R&D Tax Credit, EITC, CTC Opportunity Zone Reform Act S 393- Social Security Expansion Act

Client expense: $490,000 · Firm income: Not reported

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

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; S. 638, Disclosure of Tax Havens and Offshoring Act; H.R. 884, S. 357, No Tax Breaks for Outsourcing Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Lobbied to ensure the wealthiest American individuals and companies pay their fair share of taxes. Lobbied to increase funding for the IRS and better target IRS tax enforcement. Lobbied for H.R. 884 and S. 357, a bill to end offshore corporate tax avoidance, and for other purposes, known as the "No Tax Breaks for Outsourcing Act." Lobbied for S. 638, the "Disclosure of Tax Havens and Offshoring Act," require large, publicly traded corporations to disclose high‐level financial information (i.e., profits, revenues, taxes, number of employees, and assets) on a country-by-country basis to shine a spotlight on tax avoidance strategies and contribute to a fair and transparent tax system. Lobbied to ensure workers at the U.S. Mint have a safe workplace where they are treated equitably and fairly. Lobbied to ensure Congress raise taxes on the rich and corporations and use the money to make major investments benefiting working families while also reducing the deficit.

Client expense: $370,000 · Firm income: Not reported