Long-Term Care and Retirement Security Act of 2005

Breakthrough Act; H.R. 2682/S. 1244, Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act; S. 1783, Pension Security and Transparency Act; H.R. 4, Pension Protection Act of 2006; proposals making technical corrections to the Pension Protection Act. Proposals related to health savings accounts and long term care insurance including H.R. 6134, Health Opportunity Patient Empowerment and H.R. 6111, Tax Relief and Health Care Act; proposals related to retiree health. S. 602/H.R. 1262 Ronald Reagan Alzheimer's

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1953 – National Employee Savings and Trust Equity Guarantee Act S. 2244- Caregiver Assistance and Relief Effort (CARE) Act S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2431 – Savings Competitiveness Act of 2006. S. 2457 – Small Business Health Insurance Relief Act Department of Labor proposed changes to Schedule C of Form 5500 Department of Labor proposed Reg. Section 2550.404a-3 (re: Safest Available Annuity) Department of Labor proposed Reg. Section 2550.404c-5 (re: Qualified Default Investment Alternatives) H.R. 4 - Pension Protection Act of 2006 H.R. 819 – Retirement Security for Life Act of 2005 H.R. 976 – Long Term Care Act of 2005 H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1161 – Employer Retirement Savings Accounts. H.R. 1162 – Retirement Savings Account Act H.R. 1163 – Lifetime Savings Account Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3254 – CARE Act H.R. 3912- Flexible Retirement Security for Life Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4220 – Long Term Care Tax Reduction Act of 2005 S. 381 -- Retirement Security for Life Act of 2005 S. 545 – Lifetime Savings Account Act of 2005. S. 546 – Retirement Savings Account Act. S. 547– Employer Retirement Savings Accounts. S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005 S. 1225 – Access to Affordable Health Insurance Act S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1359 – Retirement Savings and Security Act of 2005 S. 1602- Improving Long-Term Care Choices Act S. 1706 – Long Term Care Act S. 1783 – The Pension Security and Transparency Act of 2005 S. 1932 – Deficit Reduction Act S. 1951 – CLASS Act See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

S. 1244 -- Long-Term Care and Retirement Security Act of 2005. S. 1293 -- To permit the consolidation of life insurance companies with other companies. S. 1783 – The Pension Security and Transparency Act of 2005 S. 1921 – Savings for Working Families Act of 2005 S. 2020 – Tax Relief Act of 2005 S. 2254 – Caregiver Assistance and Relief Effort Act S. 2281 – Aging with Respect and Dignity Act S. 2397 – Long Term Care Trust Account Act S. 2457 – Small Business Health Insurance Relief Act Internal Revenue Service Proposed Regulations on Nonqualified Deferred Compensation under Internal Revenue Code Section 409A Internal Revenue Notice 2006-95 - Guidance Concerning Use of 2001 CSO Tables under Section 7702 Internal Revenue Notice 2003-51 - Treatment of Certain Partial Exchanges H.R.25 - 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. H.R.51 - to amend the Internal Revenue Code of 1986 to increase the dollar limitation on employer-provided group term life insurance that can be excluded from the gross income of the employee. H.R. 819 – Retirement Security for Life Act of 2005. H.R.1040 – to amend the Internal Revenue Code of 1986 to provide taxpayers a flat tax alternative to the current income tax system. H.R. 1150 – To Amend the Internal Revenue Code of 1986 to provide a credit to individuals for certain long-term care expenses H.R. 1417 – To permanently extend the Subpart F exemption for active financing. H.R.2251 – COLI Best Practices Act of 2005 H.R. 2682 – Long-Term Care and Retirement Security Act of 2005 H.R. 2830 – Pension Protection Act of 2005 H.R. 3019 – To permit the consolidation of life insurance companies with other companies. H.R. 3254 – CARE Act H.R. 4104 – Qualified Long Term Care Fairness Act H.R. 4297 – Tax Relief Extension Reconciliation Act of 2005 H.R. 4707 – Simplified USA Tax Act of 2006 S.25 – 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. S. 381 -- Retirement Security for Life Act of 2005 S. 602 – Ronald Reagan Alzheimer’s Breakthrough Act of 2005. S. 723 – SIMPLE Cafeteria Plan Act of 2005. S. 812 – to amend the Internal Revenue Code of 1986 to impose a flat tax only on individual taxable earned income and business taxable income, and for other purposes. S. 993 - to amend the Internal Revenue Code of 1986 to impose an excise tax on amounts received under certain insurance policies in which certain exempt organizations hold an interest. S.1099 – to repeal the current Internal Revenue Code and replace it with a flat tax, thereby guaranteeing economic growth and greater fairness for all Americans. S. 1159 -- To permanently extend the Subpart F exemption for active financing. See attachment.

Client expense: $2,200,000 · Firm income: Not reported

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

Issues related to Medicare expansion to seniors aged 55-65, Medicare set asides H.R. 5309 Medicare Secondary Payer Act and Workers' Compensation Settlement Agreements Act of 2006 H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 873 Medicare and Prescription Drug Savings and Choice Act of 2005 H.R. 752 Medicare Prescription Drug Savings and Choice Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 1783 Pension Security and Transparency Act of 2005 S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005 H.R. 2830 Pension Protection Act of 2005 Issues related to pension reform H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 219 National Employees Savings and Trust Guarantee Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 852 Fair Act of 2005 H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 3274 The Fairness in Asbestos Injury Resolution Act of 2006 S. 1955 Health Insurance Marketplace Modernization and Affordability Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 Issues related to Asbestos, Long-Term Care Insurance H.R. 3 SAFE Transportation Equity Act-A Legacy for Users H.R. 1360 Fair Act of 2005 H.R. 1957 Asbestos Compensation Fairness Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 1244 - Long Term Care and Retirement Security Act S. 1602 - Improving Long Term Care Choice Act H.R. 2682 - Long Term Care and Retirement Security Act H.R. 6408 - To Amend Internal Revenue Code of 1986 H.R. 6111 - Tax Relief and Health Care Act of 2006

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

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

H. R. 2682 - Long-Term Care and Retirement Security Act of 2005 H.R. 2830 - Pension Protection Act of 2005 S. 1783 - Pension Security and Transparency Act S. 1244 - Long-Term Care and Retirement Security Act of 2005 S. 1602 - Improving Long-Term Care Choices Act of 2005

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

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

H.R. 8, Death Tax Repeal Permanency Vote of 2006, all provisions H.R. 809, To make permanent the individual income tax rate for capital gains and dividends H.R. 819, Retirement Security for Life Act of 2005 H.R. 1150, To amend the Internal Revenue Code to provide a credit to individuals for certain long-term care expenses H.R. 2121, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) H.R. 2251, COLI Best Practices Act of 2005 H.R. 2386, College 529 Invest in Education, Savings For Tomorrow Act of 2005 H.R. 2682, Long Term Care and Retirement Security Act of 2005 H.R. 3019, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies H.R. 4297, The Tax Relief Extension Reconciliation Act of 2005 (Public Law No. 109-222) capital gains and stock dividend tax rates provisions and provision related to investor-owned life insurance H.R. 5367, Simplification Through Additional Reporting Tax Act of 2006 H.R. 5638, Permanent Estate Tax Relief of 2006, all provisions H.R. 5970, Estate Tax and Extension of Tax Relief Act of 2006 H.R. 6211, Comprehensive Long-Term Care Act S. 219, National Employee Savings and Trust Equity Guarantee Act, provisions relating to corporate owned life insurance S. 381, Retirement Security For Life Act of 2005 S. 993, To impose an excise tax on amounts received under certain life insurance policies in which certain exempt organizations hold an interest S. 1112, College 529 Invest in Education, Savings For Tomorrow Act of 2005 S. 1244, Long Term Care and Retirement Security Act S. 1293, Bill to amend IRC of 1986 to permit the consolidation of life insurance companies with other companies S. 1602, Improving Long Term Care Choices Act of 2005 S. 1740, Generate Retirement Ownership Through Long-Term Holding Act of 2005 (provisions related to Mutual Fund capital gain distributions) S. 2020, The Tax Relief Act of 2005, Section 312, excise tax on certain acquisitions of interests in insurance contracts in certain tax exempt organizations holding an interest S. 2414, Simplification Through Additional Reporting Tax Act of 2006 S. 2281, Aging with Respect and Dignity Act of 2005 S. 2397, Long Term Care Trust Account Act of 2006 Internal Revenue Notice 2004-61 - Guidance concerning use of 2001 CSO tables under Section 7702 Proposed regulations under Internal Revenue Code Section 409A, 70 F.R. 57930 Tax Reform Legislation - No bill number Treasury Notice 2006-4, regarding the application of 409A to outstanding stock rights Treasury Notice 2005-1, 2005-2, I.R.B. 274, regarding guidance on non-qualified deferred compensation provisions of P.L. 108-357 See Addendum

Client expense: $1,743,165 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR2682 S1244 HR976 S835 HR3912 HR819

Client expense: $1,020,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE

including H.R. 819/S. 381, The Retirement Security for Life Act and H.R. 2951, The Lifetime Pension Annuity for You Act; Savings proposals in the President's FY 2007 Budget; H.R. 1161/S. 547, to provide for Employer Retirement Savings Accounts; H.R. 1162/S. 546, Retirement Savings Account Act; H.R. 1163/S. 545, Lifetime Savings Account Act; H.R. 4, Pension Protection Act; S. 1602, Improving Long-term Care Choices Act; recommendations of the President's Advisory Panel on Tax Reform. Proposals related to the tax treatment of long-term care insurance, including S. 602/H.R. 1262, The Ronald Reagan Alzheimer's Breakthrough Act and H.R. 2682/S. 1244, Long-term Care and Retirement Security Act. Proposals related to annuitization,

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

annuitization including H.R. 819 and S.381, The Retirement Security for Life Act and H.R. 2951, Lifetime Pension Annuity for You Act, S.602/H.R. 1262 Ronald Reagan Alzheimer's Breakthrough Act; H.R. 2682/S1244 Long-term Care and Retirement Security Act; H.R. 2830, Pension Protection Act of 2005; S.1359, Retirement Savings and Security Act of 2005, H.R. 1161/S.547 to provide for ERSAs; H.R. 1162/S.546, Retirement Savings Account; H.R. 1163/S.545, Lifetime Savings Account; S. 1783, Pension Security and Transparency Act; Proposals related to longevity insurance; Proposals related to legislation on women's retirement needs, including S.3951, Women's Retirement Security Act H.R.4, Pension Protection Act of 2006; Proposals making technical correction to The Pension Protection Act; S.2431, Savings Competitiveness Act; S.3952/H.R.6210, Automatic IRA Act of 2006; Long-term Care Proposals; Proposals related to default investments. H.R. 1960/H.R., 1961 Pension Preservation and Savings Expansion Act; savings proposals in the President's FY 2007 Budget; S.219/S.1953 National Employee Savings and Trust Equity Guarantee Act; proposals related to hybrid plans; proposals related to

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Medical Malpractice Reform Pension and Retirement Security HR 819, S.381, S.545, HR 2830 Long Term Care Insurance S.1244, HR 2682, S.2281 Agriculture - Crop Insurance Tax Reform NAFTA Mexican Debenture Issue Natural Disaster Insurance Asbestos Liability S.852, HR 1957, S.3276 Terrorism Risk Insurance Optional Federal/Charter/Insurance Regulator Reform HR 5637, S.2509, HR 6225

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

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

H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 H.R. 2650 Patient Protection Act of 2005 S. 1057 Indian Health Care Improvement Act Amendments of 2005 H.R. 5312 Indian Health Care Improvement Act Amendments of 2006 S. 1012 Patient's Bill of Rights Act of 2005 H.R. 2259 Patients' Bill of Rights Act of 2005 H.R. 6225 National Insurance Act of 2006 Issues related to insurance sales and underwriting S. 2509 National Insurance Act of 2006 H.R. 5637 Nonadmitted and Reinsurance Reform Act of 2006 Insurance modernization legislation

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

S. 1057 Indian Health Care Improvement Act Amendments of 2005 H.R. 5312 Indian Health Care Improvement Act Amendments of 2006 S. 1012 Patient's Bill of Rights Act of 2005 H.R. 2259 Patients' Bill of Rights Act of 2005 S. 1955 Health Insurance Marketplace Modernization and Affordability Act of 2005 Issues related to Patients' Bill of Rights, Health Care Maintenance Organization Reform, Cafeteria Plans, Health Savings Accounts H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 H.R. 2650 Patient Protection Act of 2005

Client expense: $2,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)

2. Pension Protection Act of 2004 (H.R. 4) 3. Individual Social Security Investment Program Act (H.R. 530) 4. Retirement Security for Life Act (H.R. 819) 5. Tax Relief and Health Care Act (H.R. 6111) 6. Employee Pension Preservation and Taxpayer Protection Act (H.R. 2106) 7. Employee Benefits Protection Act (H.R. 1058) 8. 401(k) Automatic Enrollment Act (H.R. 1508) 9. Social Security Personal Savings Guarantee and Prosperity Act (H.R. 1776) 10. Individual and Workplace Retirement Savings Promotion Act (H.R. 1960) 11. Pension Preservation and Savings Expansion Act (H.R. 1961) 12. Pension Fairness and Full Disclosure Act (H.R. 2233) 13. Pension Security Disclosure Act (H.R. 2321) 14. Six-month Moratorium Bill (H.R. 2327) 15. The Pension Protection Act (H.R. 2830) 16. The Pension Preservation and Portability Act (H.R. 2831) 17. FY 2006 Appropriations bill for the U.S. Departments of Labor, HHS and Education (H.R. 3010) 18. Growing Real Ownership for Workers (H.R. 3304) 19. Tax Technical Corrections Act of 2005 (H.R. 3376) 20. Deficit Reduction Act (H.R. 4241) 21. Tax Increase Prevention and Reconciliation Act (H.R. 4297) 22. Budget Resolution for Fiscal Year 2006 23. National Employee Savings and Trust Equity Guarantee Act (S. 219) 24. Retirement Security for Life Act (S. 381) 25. Social Security Personal Savings Guarantee and Prosperity Act (S. 857) 26. Saving Social Security Act (S. 540) 27. Lifetime Savings Account Act (S. 545 and H.R. 1163) 28. Retirement Savings Account Act (S. 546 and H.R. 1162) 29. Employee Retirement Savings Account Act (S. 547 and H.R. 1161) 30. Save More for Retirement Act (S. 875) 31. Pension Fairness and Full Disclosure Act (S. 991) 32. Stop the Raid on Social Security Act (S. 1302) 33. Pension Benefits Protection Act (S. 1304) 34. Retirement Savings and Security Act (S. 1359) 35. Tax Technical Corrections Act of 2005 (S. 1447) 36. Deficit Reduction Omnibus Reconciliation Act (S. 1932) 37. Women’s Retirement Security Act (S.3951) 38. Kennedy-Hatch Retirement Equity Amendment (No.4857) on DOD Appropriations Bill (H.R. 5631) 39. The Gulf Opportunity Zone Act (H.R. 4440) 40. Pension Security and Transparency Act (S. 1783) 41. Tax Relief Extension Reconciliation Act (H.R. 4297/S. 2020) 42. Defined Benefit Security Act 43. Pension Benefits Protection Act (H.R. 4052/S. 1304) 44. Older Worker Opportunity Act (S. 1826) 45. Amerisave 46. Long-Term Care and Retirement Security Act (H.R. 2682/S. 1244) 47. 401(k) Enhancement Act: Encouraging Retirement Savings (S. 1819)\ 48. Deficit Reduction Act (s. 1932) 49. Savings Competitiveness Act of 2006 (s. 2431) 50. Tax Technical Corrections Act (S. 4026/H.R. 6264) 51. Automatic IRA Act (S. 3952) 1. Safe, Accountable, Flexible and Efficient Transportation Equity Act (H.R. 3)

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

S. 309 To amend the Internal Revenue Code of 1986 to provide for the disposition of unused health benefits in cafeteria plans and flexible spending arrangements. S. 334 Pharmaceutical Market Access and Drug Safety Act of 2005 S. 354 Help Efficient, Accessible, Low-Cost, Timely Healthcare Act of 2005 or the `HEALTH Act of 2005 S. 406 Small Business Health Fairness Act of 2005 S. 544 Patient Safety and Quality Improvement Act of 2005 S. 577 HIPAA Recreational Injury Technical Correction Act S. 772 Workforce Health Improvement Program Act of 2005 S. 978 Healthcare Tax Relief for the Uninsured Act of 2005 S. 1015 Health Care Choice Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 1356 Medicare Value Purchasing Act of 2005 S. 1418 Wired for Health Care Quality Act S. 1447 Tax Technical Corrections Act of 2005 S. 1932 Deficit Reduction Act of 2005 S. 3585 HSA Improvement and Expansion Act of 2006 HR 5 Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2005 HR 525 Small Business Health Fairness Act of 2005 HR 700 Pharmaceutical Market Access and Drug Safety Act of 2005 HR 1227 Genetic Information Nondiscrimination Act of 2005 HR 1402 Paul Wellstone Mental Health Equitable Treatment Act of 2005 HR 1634 Workforce Health Improvement Program Act of 2005 HR 1872 Health Coverage for the Uninsured Act of 2005 HR 1998 To amend the Internal Revenue Code of 1986 to provide for the disposition of unused benefits in health flexible spending arrangements. HR 2234 21st Century Health Information Act of 2005 HR 2355 Health Care Choice Act of 2005 HR 2682 Long-Term Care and Retirement Security Act of 2005 HR 2793 HIPAA Recreational Injury Technical Correction Act HR 2830 Pension Protection Act of 2005 HR 3204 State High Risk Pool Funding Extension Act of 2005 HR 3205 Patient Safety and Quality Improvement Act of 2005 HR 3376 Tax Technical Corrections Act of 2005 HR 4157 Health Information Technology Promotion Act of 2006 HR 4241 Deficit Reduction Act of 2005 HR 4262 Tax-Free Health Savings Act of 2006 HR 4511 Health Flex Act HR 5586 HSA Premium Affordability Act of 2006 HR 5743 HSA Improvement and Expansion Act of 2006 HR 6111 The Tax Relief and Health Care Act of 2006 HR 6134 Health Opportunity and Patient Empowerment Act of 2006 HR 5262 Tax Free Health Savings Act of 2006 S. 4 Healthy America Act of 2005 S. 16 Affordable Health Care Act S. 288 State High Risk Pool Funding Extension Act of 2005 S. 306 Genetic Information Nondiscrimination Act of 2005

Client expense: $120,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office

HR.4511, Flex Health Savings Accounts Act of 2005 S.1244, Long-Term Care and Retirement Security Act of 2005

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

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

Long-term care partnership; Long-term tax deduction - S. 1244; H.R. 2682

Client expense: Not reported · Firm income: $1,880,000

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 2682; S. 1244 Long Term Care and Retirement Security Act of 2005 H.R. 525; S. 406 Small Business Health Fairness Act of 2005 S. 1955 Health Insurance Marketplace Modernization and Affordability Act of 2005 H.R. 235; S. 1015 Health Care Choice Act of 2005

Client expense: $717,788 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4511: “Flex Health Savings Accounts Act” (Cantor); H.R. 5262: “Tax Free Health Savings Act” (Cantor); H.R. 5475: “HSA Accessibility and Portability Act” (Rogers); H.R. 5743: “HSA Improvement and Expansion Act” (Ryan); H.R. 5970: "Estate Tax and Extension of Tax Relief Act" (Thomas); H.R. 6111: HSA Provisions: H.R. 6134: Health Opportunity Patient Empowerment Act (Cantor); S. 309: FSA Rollovers (DeMint); S. 602: “Ronald Reagan Alzheimer's Breakthrough Act” (Mikulski-Bond); S. 978: “Healthcare Tax Relief for the Uninsured Act” (Santorum); S. 1244: “Long-Term Care and Retirement Security Act” (Grassley-Lincoln); S. 1602: “Improving Long-Term Care Choices Act” (Grassley-Bayh-Clinton); S. 1706: “Long-Term Care Act” (Allen); S. 2281: “Aging with Respect and Dignity Act” (Santorum); S. 2397: “Long-Term Care Trust Account Act” (Smith-Lincoln); S. 2424: Increased Contribution Limits for HSAs (Allen); S. 2494: Tax Incentives for HSAs (Burns); S. 2549: “Health Savings Account Affordability Act” (DeMint); S. 2554: “Affordability in the Individual Market Act” (Ensign); S. 2701: Tax Incentives for HSAs (Santorum); and S. 3585: “HSA Improvement and Expansion Act” (Hatch). TAX (Tax) Regulatory: Implementation of the health savings account provisions of the Medicare Act. TAX (Tax) (Legislative): H.R. 4: "Pension Protection Act" (Boehner); H.R. 37: “Health Insurance Affordability Act” (King); H.R. 976: “Long-Term Care Act” (Lee Terry); H.R. 1872: “Health Coverage for the Uninsured Act” (Johnson); H.R. 1998: FSA Rollovers (McCrery) (see next page)

Client expense: $3,700,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

S 366 - 'Healthy Mothers & Healthy Babies Access to Care Act of 2005' All provisions pertaining to the bill. S 367 - 'Pregnancy & Trauma Care Access Protection Act of 2005' All provisions pertaining to the bill. S 406 - 'H.E.A.L.T.H. (Help Efficient, Accessible, Low-Cost, Timely Health Care) Act' All provisions pertaining to the bill. S544 - 'Patient Safety and Quality Improvement Act' All provisions pertaining to the bill. S 723 - 'SIMPLE Cafeteria Plan Act' All provisions pertaining to the bill. S 978 - 'Health Care Tax Relief for the Uninsured Act of 2005 ' All provisions pertaining to the bill. S 1015 - 'Health Care Choice Act' All provisions pertaining to the bill. S 1244 - 'Long-Term Care & Retirement Security Act of 2005' All provisions pertaining to the bill. S 1418 - 'Wired for Health Care Quality Act' All provisions pertaining to the bill. S 1569 - 'State Long Term Care Partnership Act of 2005' All provisions pertaining to the bill. S 1602 - 'Long-Term Care Choices Act of 2005' All provisions pertaining to the bill. S 1659 - 'State Long-Term Care Partnership Act of 2005' All provisions pertaining to the bill. S 1932 - 'Deficit Reduction Act of 2005' All provisions pertaining to long-term care and Medicaid reform. S 1955 - 'Health Insurance Marketplace Modernization & Affordability Act of 2005' All provisions pertaining to small group reform. S 2300 - 'Lower PRICED Drugs Act' All provisions pertaining to the bill. HR 525/994 - 'Small Business Health Fairness Act': all provisions related to the allowance of federal, civilian and military retirees to pay health insurance premiums on a pre-tax basis, and allowing tax deductions for TRICARE supplemental premiums. HR 534 - 'Help Efficient, Accessible, Low-Cost, Timely Healthcare ("HEALTH") Act All provisions related to the bill HR 976 - 'Long-Term Care Act of 2005' All provisions related to the bill. HR 1227 - 'Genetic Information Non-Discrimination Act' All provisions related to the bill. HR 1872 - 'Health Coverage for the Uninsured Act' All provisions related to the bill. HR 2071 - 'Family Care Act' All provisions related to the bill. HR 2355 - 'Health Care Choice Act' All provisions related to the bill. HR 2682 - 'Long Term Care and Retirement Security Act' All provisions related to the bill. HR 2830 - 'Pension Protection Act' All provisions related to the bill. HR 3204 - 'State High Risk Pool Funding Extension Act of 2005' All provisions related to the bill. HR 3511 - 'Medicaid State Long Term Care Partnership Program Act of 2005' All provisions related to the bill. HR 4157 - 'Health Information Technology Promotion Act' All provisions related to the bill. HR 4241 - 'Budget Reconciliation' All provisions related to health care or similar budget amounts. HR 4511 - 'Flex Saving Accounts Act of 2005' All provisions related to the bill. HR 5262 - 'Tax Free Health Savings Act of 2006' All provisions pertaining to the bill. HR 5384 - 'Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2007' All provisions related to additional emergency funding to aid FDA backlog. S 4 - 'Healthy America Act of 2005' All provisions pertaining to the bill. S 5 - 'Class Action Fairness' All provisions pertaining to the bill. S 109 - 'Pharmaceutical Market Access Act' All provisions pertaining to the bill. S 160 - 'S.A.V.E. Act' All provisions pertaining to the bill. S 184 - 'Safe Import Act' All provisions pertaining to the bill. S 288 - 'State High Rick Poll Funding Extension Act' All provisions pertaining to the bill. S 306 - 'Genetic Information Nondiscrimination Act' All provisions pertaining to the bill. S 309 - which proposes to amend the IRS Code of 1986 to provide for the disposition of unused health benefits in cafeteria and flexible spending arrangements. All provisions pertaining to the bill. S 354 - 'The Long Term Care and Retirement Security Act of 2003' All provisions pertaining to the bill. HR 218 - 'Health Care Tax Deduction Act' All provisions related to the bill.

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

Government targets: Administration on Aging, Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Treasury, Dept of, White House Office

Proposals to change tax status of HMOs; tax credits for the uninsured; pension plans; long term care; FSA carryforward; tax reform; retirement security. HR3304, S.309, HR1872, S.978, HR2682, S.1244, HR2830, HR1998, HR4440, HR2063, HR4511

Client expense: $1,323,170 · Firm income: Not reported

Government targets: Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, Treasury, Dept of

Issues related to Medicare expansion to seniors aged 55-65, Medicare set asides H.R. 5309 Medicare Secondary Payer Act and Workers' Compensation Settlement Agreements Act of 2006 H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 873 Medicare and Prescription Drug Savings and Choice Act of 2005 H.R. 752 Medicare Prescription Drug Savings and Choice Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 1783 Pension Security and Transparency Act of 2005 S. 1953 National Employee Savings and Trust Equity Guarantee Act of 2005 H.R. 2830 Pension Protection Act of 2005 Issues related to pension reform H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 S. 219 National Employees Savings and Trust Guarantee Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 852 Fair Act of 2005 H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 3274 The Fairness in Asbestos Injury Resolution Act of 2006 S. 1955 Health Insurance Marketplace Modernization and Affordability Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 Issues related to Asbestos, Long-Term Care Insurance H.R. 3 SAFE Transportation Equity Act-A Legacy for Users H.R. 1360 Fair Act of 2005 H.R. 1957 Asbestos Compensation Fairness Act of 2005

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of

S. 1057 Indian Health Care Improvement Act Amendments of 2005 H.R. 5312 Indian Health Care Improvement Act Amendments of 2006 S. 1012 Patient's Bill of Rights Act of 2005 H.R. 2259 Patients' Bill of Rights Act of 2005 S. 1955 Health Insurance Marketplace Modernization and Affordability Act of 2005 Issues related to Patients' Bill of Rights, Health Care Maintenance Organization Reform, Cafeteria Plans, Health Savings Accounts H.R. 2682 Long-Term Care and Retirement Security Act of 2005 S. 1244 Long-Term Care and Retirement Security Act of 2005 H.R. 2650 Patient Protection Act of 2005

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

Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR)