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Taxpayer Protection and Assistance Act of 2007
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
0pct
0d open
vs 3,722 other S bills in the 110th — cohort avg 42d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
These links require the bill number to appear in the filing's source-reported specific issue text. Client expenses and lobbying-firm income are separate disclosure fields.
Filing registrants (14)
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2010 · first_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · fourth_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · fourth_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
| Democratic |
| MA |
| Joseph I. Lieberman | Independent | CT |
| Mark L. Pryor | Democratic | AR |
| Richard J. Durbin | Democratic | IL |
2009 · fourth_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · third_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
2009 · second_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · second_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · second_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2009 · first_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues. Enrolled agent issues generally.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
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: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
2008 · fourth_quarter · Taxation/Internal Revenue Code
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; IRC sections 871 and 881 (withholding tax treatment of interest paid to foreign persons).
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 1424 "Emergency Economic Stabalization Act"; HR 6049 "Energy and Tax Extenders Act of 2008"; S. 1219 "Taxpayer Protection and Assistance Act of 2007"
Client expense: $506,980 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457; H.R. 5801/S. 1074, Free Internet Filing Act; S.2861, to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Budget/Appropriations
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
Issues related to restricting income tax and audit protection services S.1219, Taxpayer Protection and Assistance Act of 2007
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
2008 · fourth_quarter · Taxation/Internal Revenue Code
HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assistance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008), S. 3335 (Extenders; Tax Preparer Penalties), HR 1424 (Tax Prepare Penalties), Estate & Trust Administrative Costs (Knight v. CIR), HR 7060 (Tax Preparer Penalties), HR 7327 (Worker, Retiree and Employer Recovery Act of 2008 -- funding for defined benefit pension plans), HR 1424 (Emergency Economic Stabilization Act of 2008 -- Tax Preparer Penalties, Mark-to-Market Study)
Client expense: $1,105,858 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1360-Telecommuter Tax Fairness Act of 2007; H.R. 2345-Abusive Tax Shelter Shutdown and Taxpayer Accountability Act of 2007; S. 785-Telecommuter Tax Fairness Act of 2007; S. 1219-Taxpayer Protection and Assistance Act of 2007; S. 1321-Energy Saving Act of 2007; H.R. 3359-Mobile Workforce State Income Tax Fairness and Simplification Act of 2007; H.R. 4318-To Amend the Internal Revenue Code of 1986 to Modify the Penalty on the Understatement of Taxpayer's Liability by Tax Return Preparers; H.R. 3970-Tax Reduction and Reform Act of 2007; H.R. 3396-Sales Tax Fairness and Simplification Act; H.R. 5716-Taxpayer Bill of Rights Act of 2008; H.R. 3170-Capital Gains and Estate Tax Relief Act of 2007; H.R. 6049-Energy and Tax Extenders Act of 2008; S. 2851-A bill to amend the Internal Revenue Code of 1986 to modify the penalty on the understatement of taxpayer's liability by tax return preparers; H.R. 5719-Taxpayer Assistance and Simplification Act of 2008; S. 832-Taxpayer Protection and Assistance Act of 2005
Client expense: $280,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), U.S. Immigration & Customs Enforcement (ICE)
2008 · fourth_quarter · Government Issues
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · fourth_quarter · Consumer Issues/Safety/Products
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · fourth_quarter · Banking
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · fourth_quarter · Financial Institutions/Investments/Securities
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
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
2008 · fourth_quarter · Taxation/Internal Revenue Code
Tax reform and tax gap related issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Small Business
Tax reform and tax gap related issues generally. H.R.5716, Taxpayer Bill of Rights Act of 2008, Regulation of paid tax return preparers. S.1219, Taxpayer Protection and Assistance Act of 2007, Regulation of paid tax return preparers.
Client expense: Not reported · Firm income: $10,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · fourth_quarter · Taxation/Internal Revenue Code
S.1219, Taxpayer Protection and Assistance Act of 2007, Enrolled agent issues. H.R.5716, Taxpayer Bill of Rights Act of 2008, Enrolled agent issues. Offers-in-compromise issues.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
H.R. 1360-Telecommuter Tax Fairness Act of 2007; H.R. 2345-Abusive Tax Shelter Shutdown and Taxpayer Accountability Act of 2007; S. 785-Telecommuter Tax Fairness Act of 2007; S. 1219-Taxpayer Protection and Assistance Act of 2007; S. 1321-Energy Savings Act of 2007; H.R. 3359-Mobile Workforce State Income Tax Fairness and Simplification Act of 2007; H.R. 4318-To Amend the Internal Revenue Code of 1986 to Modify the Penalty on the Understatement of Taxpayer's Liability by Tax Return Preparers; H.R. 3970-Tax Reduction and Reform Act of 2007; H.R. 3396-Sales Tax Fairness and Simplification Act; H.R. 5716-Taxpayer Bill of Rights Act of 2008; H.R. 3170-Capital Gains and Estate Tax Relief Act of 2007; H.R. 6049-Energy and Tax Extenders Act of 2008; S. 2851-A bill to amend the Internal Revenue Code of 1986 to modify the penalty on the understatement of taxpayer's liability by tax return preparers; Taxpayer Assistance and Simplification Act of 2008; H.R. 5719-Taxpayer Assistance and Simplification Act of 2008
Client expense: $340,000 · Firm income: Not reported
Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), U.S. Immigration & Customs Enforcement (ICE)
2008 · third_quarter · Taxation/Internal Revenue Code
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
2008 · third_quarter · Taxation/Internal Revenue Code
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457; H.R. 5801/S. 1074, Free Internet Filing Act; S.2861, to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Budget/Appropriations
Issues relating to Internal Revenue Service "Free File" program; Maintain private sector Free File Alliance program; Oppose IRS government tax preparation; H.R.5716, Taxpayer Bill of Rights Act of 2008 - to amend the Internal Revenue Code of 1986 to provide taxpayer protection and assistance, and for other purposes; H.R. 3457 - To require the Secretary of the Treasury to enter into an agreement with the Free File Alliance to provide for electronic filing of individual Federal income tax returns free of charge; H.R. 5801/S. 1074 - Free Internet Filing Act; S. 2861 - to prohibit imposition of separate fee for electronic tax filing; S. 1219, Taxpayer Protection and Assistance Act of 2007.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
HR 1360 (Non-resident Telecommuter Taxation), HR 1591 (Non-resident Alien Provision), HR 2206 (Tax Preparer Standards, Non-resident Alien Provision), HR 2345 (Economic Substance), S 785 (Non-resident Telecommuter Taxation), S 832 (Regulation of Preparers), S 1321 (Confidentiality and Penalty Provisions), HR 3359 (Mobile Workforce State Income Tax and Simplification Act), HR 4318 (Restore Tax Preparer Standard at "Substantial Authority"), S 2242 (Economic Substance) HR 3970 (Economic Substance), HR 3997 (Expatriation), HR 2419 (Economic Substance), HR 3970 (Economic Substance), HR 3056 (Expatriation Tax), HR 3396 (Expatriation Tax), S 2345 (Expatriation Tax), HR 3170 (Estate Tax), HR 3475 (Estate Tax), HR 4172 (Estate Tax), HR 4235 (Estate Tax), HR 4242 (Estate Tax), H.R. 6049 (Tax Preparer Penalties), S. 2851 (Tax Preparer Penalties), H.R. 5719 (Tax Preparer Penalties and Listed Property - Communication Devices), S. 2668 (Listed Property - Communication Devices), H.R. 5450 (Listed Property - Communication Devices), H.R. 6081 (Tax Expatriation), S. 1219 (Taxpayer Protection and Assistance Act of 2007), H.R. 5716 (Taxpayer Bill of Rights Act of 2008), S. 3335 (Extenders; Tax Preparer Penalties), HR 1424 (Tax Prepare Penalties), Estate & Trust Administrative Costs (Knight v. CIR)
Client expense: $1,288,791 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
HR 6049 "Energy and Tax Extenders Act of 2008"; S. 1219 "Taxpayer Protection and Assistance Act of 2007"
Client expense: $361,276 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2008 · third_quarter · Taxation/Internal Revenue Code
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
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
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
2008 · third_quarter · Taxation/Internal Revenue Code
Issues related to restricting income tax and audit protection services S.1219, Taxpayer Protection and Assistance Act of 2007
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
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
2008 · third_quarter · Banking
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · third_quarter · Government Issues
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · third_quarter · Taxation/Internal Revenue Code
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · third_quarter · Financial Institutions/Investments/Securities
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
2008 · third_quarter · Consumer Issues/Safety/Products
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
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE