Taxpayer Abuse Prevention Act

S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act ) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Prevention Act; H.R. 5716, the Taxpayer Bill of Rights Act of 2008 and H.R 7188, the Tax Refund Anticipation Loan Consumer Protection Act) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, (see addendum page) these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

IRC section 1221(a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporate stock; treatment of refund anticipation loans; HR 1677; S 1133; S 1219; HR 2419 (section 12001); HR 3970 (section 3204); extension of NOL carryback period; HR 5140; HR 3221; HR 5720; HR 6275 (section 203); treatment of loan modifications under Real Estate Mortgage Investment Conduit rules; tax reporting of loan forgiveness, economic stabilization provisions; HR 3997; HR 1424

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

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; HR.1677; S.1133; S.1219; HR 2419 (section 12001); HR 3970 (section 3204); extension of NOL carryback period; H.R. 5140; HR. 3221; HR. 5720. HR.6275 (section 203); treatment of loan modifications under Real Estate Mortgage Investment Conduit rules; tax reporting of loan forgiveness; economic stabilization provisions; HR.3997; HR.1424.

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

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

HR 878, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 601, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC section 1221(a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporate stock; treatment of refund anticipation loans; HR 1677; S 1133; S 1219; HR 2419 (section 12001); HR 3970 (section 3204); extension of NOL carryback period; HR 5140; HR 3221; HR 5720; HR 6275 (section 203); treatment of loan modifications under Real Estate Mortgage Investment Conduit rules; tax reporting of loan forgiveness, economic stabilization provisions; HR 3997; HR 1424

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

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; HR.1677; S.1133; S.1219; HR 2419 (section 12001); HR 3970 (section 3204); extension of NOL carryback period; H.R. 5140; HR. 3221; HR. 5720. HR.6275 (section 203); treatment of loan modifications under Real Estate Mortgage Investment Conduit rules; tax reporting of loan forgiveness.

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

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

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporate stock; treatment of refund anticipation loans; H.R. 1677; S. 1133; S. 1219; H.R. 2419 (section 12001); H.R. 3970 (section 3204); extension of NOL carryback period; H.R. 5140; H.R. 3221; H.R. 5720; H.R. 6275 (section 203); treatment of loan modifications under Real Estate Mortgage Investment Conduit rules; tax reporting of loan forgiveness

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 878, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 601, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; HR.1677; S.1133; S.1219; HR 2419 (section 12001); HR 3970 (section 3204); extension of NOL carryback period; H.R. 5140.

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

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

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporate stock; treatment of refund anticipation loans; H.R. 1677; S. 1133; S. 1219; H.R. 2419 (section 12001); H.R. 3970 (section 3204); extension of NOL carryback period; H.R. 5140

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

Government targets: HOUSE OF REPRESENTATIVES

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219, the Taxpayer Protection and Assistance Act of 2007; S. 1133, the Taxpayer Abuse Preventaion Act; and H.R. 5716, the Taxpayer Bill of Rights Act of 2008) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; (see addendum page) and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee, and in H.R. 5719 (the Taxpayer Assistance and Simplification Act of 2008). Inform covered officials about facts and benefits of the RAL product. Monitor legislative and regulatory activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection.

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

HR 878, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 601, Simplification Through Additional Reporting Tax Act of 2007: cost basis reporting, financial institutions. S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

S 1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; HR.1677; S.1133; S.1219; HR 2419 (section 12001); HR 3970 (section 3204)

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

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

IRC section 1221 (a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; H.R. 1677; S. 1133; S. 1219; H.R. 2419 (section 12001); H.R. 3970 (section 3204)

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

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

S.1219, Taxpayer Protection and Assistance Act of 2007: entire bill. S.1133, Taxpayer Abuse Prevention Act: entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 878, Simplification Through Additional Reporting Tax Act of 2007: costs basis reporting, financial institutions; S. 601, Simplification Through Additional Reporting Tax Act of 2007: costs basis reporting, financial institutions; S.1219, Taxpayer Protection and Assistance Act of 2007: entire bill; S. 1133, Taxpayer Abuse Prevention Act: entire bill.

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

Inform Members of Congress and their staff about facts and benefits of the RAL product. Monitor legislative activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection. Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219 and S. 1133) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee. (specific lobbying issues continued on addendum page)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Inform Members of Congress and their staff about facts and benefits of the RAL product. Monitor legislative activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection. Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219 and S. 1133) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee. (specific lobbying issues continued on addendum page)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Inform Members of Congress and their staff about facts and benefits of the RAL product. Monitor legislative activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection. Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219 and S. 1133) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee. (specific lobbying issues continued on addendum page)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Inform Members of Congress and their staff about facts and benefits of the RAL product. Monitor legislative activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection. Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219 and S. 1133) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee. (specific lobbying issues continued on addendum page)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Inform Members of Congress and their staff about facts and benefits of the RAL product. Monitor legislative activity that could possibly affect RALs, or unfairly draw in RALs, including in areas of predatory lending, and taxpayer privacy and protection. Issues related to tax-related financial products, especially Refund Anticipation Loans (RALs), which are offered by Pacific Capital; lobby (including on S. 1219 and S. 1133) to protect Pacific's ability to offer, and consumers' ability to receive, with solid disclosures and protections, these loan products; and to protect the I.R.S. Debt Indicator (D.I.), including in H.R. 1677 (Taxpayer Protection Act of 2007) and in bill's subsequent referral to Senate Finance Committee. (specific lobbying issues continued on addendum page)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC section 1221(a)(4) and related regulations; IRC section 245 and dividends received deduction for foreign corporation stock; treatment of refund anticipation loans; H.R. 1677; S. 1133; S. 1219

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.1133, Taxpayer Abuse Prevention Act; entire bill. S.1219, Taxpayer Protection and Assistance Act of 2007; entire bill. HR 878, Simplification Through Additional Reporting Tax Act of 2007; as relates to cost basis reporting and financial institutions. S.601, Simplification Through Additional Reporting Tax Act of 2007; as relates to cost basis reporting and financial institutions.

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

S.1219, Taxpayer Protection and Assistance Act of 2007; entire bill. S.1133, Taxpayer Abuse Prevention Act; entire bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE