Invest in America Act

H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill. H.R. 3970, Tax Reduction and Reform Act of 2007, all provisions of bill. H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interest-charge Domestic International Sales Corporations (an on-going issue). H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. S. 41, Research Competitiveness Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. S. 2209, Research Credit Improvement Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007.

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

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Security Council (NSC), SENATE, State, Dept of (DOS)

S. 14; H.R. 2380; H.R. 3056; H.R. 3970

Client expense: $240,000 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

See attachment. TAX Third Quarter Report 2008 H.R. 150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 1424 Energy Economic Stabilization Act 2008. Issue: taxation in life insurance companies. H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R. 3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R. 4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. S. 1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. TRACKING: H.R. 411 - To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S. CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H. CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Energy Plicy (HR6; S.14)

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

Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Science Foundation (NSF), SENATE

H.R. 1023, To repeal the imposition of withholding on certain payments made to vendors by government entities H.R. 1194, Telephone Excise Tax Repeal Act of 2007 H.R. 1818, Broadband Deployment Acceleration Act of 2007 H.R. 2138, Investment in America Act of 2007 H.R. 2380, Death Tax Repeal Permanency Act of 2007 H.R. 3003, To amend the Internal Revenue Code of 1986 to provide tax incentives to encourage diversity of ownership of telecommunications businesses, and for other purposes H.R. 3056, Tax Collection Responsibility Act of 2007 (Delay implementation of withholding taxes on government contractors) H.R. 3970, Tax Reduction and Reform Act of 2007 H.R. 5140, Recovery Rebates and Economic Stimulus for the American People Act of 2008 (Bonus Depreciation) H.R. 5450, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 (Delay implementation of withholding taxes on government contractors) H. Con. Res. 312, Fiscal 2009 House Budget Resolution (Reconciliation Instructions) H.R. 1424, Emergency Economic Stabilization Act of 2008 (R&D Tax Credit Extension) H.R. 6049, To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes H.R. 7060, Renewable Energy and Job Creation Tax Act of 2008 (R&D Tax Credit Extension) S. 14, A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes S. 41, Research Competitiveness Act of 2007 S. 140, Telephone Excise Tax Repeal Act of 2007 S. 170, Telephone Excise Tax Repeal Act of 2007 S. 777, Withholding Tax Relief Act of 2007 S. 2209, Research Credit Improvement Act of 2007 S. 2242, Heartland, Habitat, Harvest and Horticulture Act of 2007 (Broadband Tax Incentive) S. 2668, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 (R&D Tax Credit Extension) S. Con. Res. 70, Fiscal 2009 Senate Budget Resolution (Reconciliation Instructions) S.3098, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S.3335, Jobs, Energy, Families, and Disaster Relief Act of 2008 (R&D Tax Credit Extension)

Client expense: $1,650,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Natl Telecommunications & Information Administration (NTIA), SENATE

S. 14; H.R. 2380; H.R. 3056; H.R. 3970

Client expense: $240,000 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

See attachment. TAX Second Quarter Report 2008 H.R. 25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R. 377 - Insuring Families for Their Future Act of 2007 H.R. 411 - To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H.R. 3970 - Tax Reduction and Reform Act of 2007 H.R. 4159 - Simplified USA Tax Act of 2007 H.R. 3361 - Pension Protection Technical Corrections Act of 2007 H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other S.1974 - Pension Protection Technical Corrections Act of 2007 S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. Treasury Notice 2008-18 - Principle Based Reserves Treasury Notice 2007-15 - Simplification of correction programs for violation of sections 7702, 7702A and 817(h). Treasury Notice 2008-24 - Taxation of partial exchanges. Dept of Treasury - Internal Revenue Rule 2007-61 - suspending Revenue Rule 2007-54 and regulation project - calculating policyholders share of separate account for dividend received deduction.

Client expense: $910,000 · Firm income: Not reported

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

See attachment. TAX Third Quarter Report 2008 H.R. 150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R. 1424 Energy Economic Stabilization Act 2008. Issue: taxation in life insurance companies. H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R. 3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R. 4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. S. 1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. TRACKING: H.R. 411 - To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S. CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H. CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

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

Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. S. 3289, "To Permanently Extend the Estate Tax as in Effect in 2009". S. 3327, "Empowered at Home Act of 2008", provision allowing tax deductino for a certain percentage of long-term care premiums. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". H.R. 6499, "Sensible Estate Tax Act of 2008". H.R. 7060, "Renewable Energy and Job Creation Act of 2008", Section 403, Broker Reporting of Customer Basis in Securities Transactions. IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.

Client expense: $780,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Kinship Caregiver Support Act (S. 661/HR 2188), extends federal assistance to kinship care families. Adoption Equality Act (S. 14/HR 4091), revised eligibility requirements for children with special adoption assistance. Invest in KIDS Act (HR. 5466), comprehensive child welfare reforms to promote safety, permanency and well being for children in or at risk of foster care placement. Amend Title IV-E (HR 2314), extends Title IV-E funds to private agency child welfare staff. Partnership for Children and Families Act, HR 4207, to reform federal child welfare financing to improve outcomes for children. Foster Care Continuing Opportunities Act, S. 1512, to expand federal eligibility for children in foster care who have reached age 18. Tribal Foster Care and Adoption Access Act (S. 1956/HR 4688) makes Indian tribes eligible for direct Title IV-E foster care and adoption assistance payments, thereby extending new support and protection for Indian children.

Client expense: $10,358 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill. H.R. 3970, Tax Reduction and Reform Act of 2007, all provisions of bill. H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interest-charge Domestic International Sales Corporations (an on-going issue). H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. S. 41, Research Competitiveness Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. S. 2209, Research Credit Improvement Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007.

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

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Security Council (NSC), SENATE, State, Dept of (DOS)

H.R.150 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. Issue: restrictions on life only solicitation. S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. Issue: restrictions on life only solicitation. H.R.3970 - Tax Reduction and Reform Act of 2007. Issue: corporate tax changes. H.R.4159 - Simplified USA Tax Act of 2007. Issue: taxation of life insurance products. H.R. 1424 Energy Economic Stabilization Act 2008. Issue: taxation in life insurance companies. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC/ Annuity combo clarification. TRACKING: H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax.

Client expense: $1,219,600 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of

H.R.2419, Making Appropriations for energy and water development for the fiscal year ending September 30, 2006, and for other purposes - uranium transfer Energy and Water Development Appropriations Act, 2008 [S.1751] - Uranium Transfer S.14, A bill to enhance the energy security of the United States, and other purposes.- Uranium Transfer H.R.6, To enhance energy conservation adn research and development to provide for security and diversity in the energy supply for the American people, and for other purposes. - Uranium Transfer

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

Government targets: Energy, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, SENATE

H.R. 1023, To repeal the imposition of withholding on certain payments made to vendors by government entities H.R. 1194, Telephone Excise Tax Repeal Act of 2007 H.R. 1818, Broadband Deployment Acceleration Act of 2007 H.R. 2138, Investment in America Act of 2007 H.R. 2380, Death Tax Repeal Permanency Act of 2007 H.R. 3003, To amend the Internal Revenue Code of 1986 to provide tax incentives to encourage diversity of ownership of telecommunications businesses, and for other purposes H.R. 3056, Tax Collection Responsibility Act of 2007 (Delay implementation of withholding taxes on government contractors) H.R. 3970, Tax Reduction and Reform Act of 2007 H.R. 5140, Recovery Rebates and Economic Stimulus for the American People Act of 2008 (Bonus Depreciation) H.R. 5450, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 (Delay implementation of withholding taxes on government contractors) H. Con. Res. 312, Fiscal 2009 House Budget Resolution (Reconciliation Instructions) S. 14, A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes S. 41, Research Competitiveness Act of 2007 S. 140, Telephone Excise Tax Repeal Act of 2007 S. 170, Telephone Excise Tax Repeal Act of 2007 S. 777, Withholding Tax Relief Act of 2007 S. 2209, Research Credit Improvement Act of 2007 S. 2242, Heartland, Habitat, Harvest and Horticulture Act of 2007 (Broadband Tax Incentive) S. 2668, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 (R&D Tax Credit Extension) S. Con. Res. 70, Fiscal 2009 Senate Budget Resolution (Reconciliation Instructions)

Client expense: $1,490,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Natl Telecommunications & Information Administration (NTIA), SENATE

Energy Policy (HR6; S.14)

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

Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), SENATE

H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.3970 - Tax Reduction and Reform Act of 2007 H.R.4159 - Simplified USA Tax Act of 2007 H.R.25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other H.R.377 -Insuring Families for Their Future Act of 2007 H.R.3361 - Pension Protection Technical Corrections Act of 2007 S.1974 - Pension Protection Technical Corrections Act of 2007 H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

Client expense: $920,600 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

Kinship Caregiver Support Act (S.661/HR 2188), extends federal assistance to kinship care families. Adoption Equality Act (S. 14/HR 4091), revised eligibility requirements for children with special adoption assistance. Invest in KIDS Act, (HR/5466), comprehensive child welfare reforms to promote safety, permanency and well being for children in or at risk of foster care placement. Amend Title IV-E (HR 2314), extends Title IV-E funds to private agency child welfare staff. Partnership for Children and Families Act, HR 4207, to reform federal child welfare financiing to improve outcomes for children. Foster Care Continuing Opportunities Act, S. 1512, to expand federal eligibility for chidlren in foster care who have reached age 18. Tribal Foster Care and Adoption Access Act (S. 1956/HR 4688), makes Indian tribes eligibile for direct Title IV-E foster care and adoption assistance payments, thereby extending new support and protection for Indian children.

Client expense: $8,538 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S.3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.

Client expense: $620,000 · Firm income: Not reported

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

See attachment. TAX Second Quarter Report 2008 H.R. 25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R. 377 - Insuring Families for Their Future Act of 2007 H.R. 411 - To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H.R. 3970 - Tax Reduction and Reform Act of 2007 H.R. 4159 - Simplified USA Tax Act of 2007 H.R. 3361 - Pension Protection Technical Corrections Act of 2007 H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other S.1974 - Pension Protection Technical Corrections Act of 2007 S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. Treasury Notice 2008-18 - Principle Based Reserves Treasury Notice 2007-15 - Simplification of correction programs for violation of sections 7702, 7702A and 817(h). Treasury Notice 2008-24 - Taxation of partial exchanges. Dept of Treasury - Internal Revenue Rule 2007-61 - suspending Revenue Rule 2007-54 and regulation project - calculating policyholders share of separate account for dividend received deduction.

Client expense: $910,000 · Firm income: Not reported

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

H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill. H.R. 3970, Tax Reduction and Reform Act of 2007, all provisions of bill. H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interest-charge Domestic International Sales Corporations. H.R. 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act, 2007, provisions increasing small business expensing allowance - Section 179. H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. H.R. 5140, Economic Stimulus Act of 2008, provisions relating to business tax incentives. S. 41, Research Competitiveness Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. S. 2209, Research Credit Improvement Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007.

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

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Security Council (NSC), SENATE, State, Dept of (DOS)

S. 14; H.R. 2380; H.R. 3056; H.R. 3970

Client expense: $240,000 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Trade Representative (USTR)

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

Client expense: $620,000 · Firm income: Not reported

Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

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

Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office

H.R. 1023, To repeal the imposition of withholding on certain payments made to vendors by government entities H.R. 1194, Telephone Excise Tax Repeal Act of 2007 H.R. 1818, Broadband Deployment Acceleration Act of 2007 H.R. 2138, Investment in America Act of 2007 (Rural Development Provisions) H.R. 2380, Death Tax Repeal Permanency Act of 2007 H.R. 3003, To amend the Internal Revenue Code of 1986 to provide tax incentives to encourage diversity of ownership of telecommunications businesses, and for other purposes H.R. 3056, Tax Collection Responsibility Act of 2007 H.R. 3970, Tax Reduction and Reform Act of 2007 H.R. 5140, Recovery Rebates and Economic Stimulus for the American People Act of 2008 H.R. 5450, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 H. Con. Res. 312, Fiscal 2009 House Budget Resolution (Reconciliation Instructions) S. 14, A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes S. 41, Research Competitiveness Act of 2007 S. 140, Telephone Excise Tax Repeal Act of 2007 S. 170, Telephone Excise Tax Repeal Act of 2007 S. 777, Withholding Tax Relief Act of 2007 S. 2209, Research Credit Improvement Act of 2007 S. 2668, Modernize Our Bookkeeping In the Law for Employee's Cell Phone Act of 2008 S. Con. Res. 70, Fiscal 2009 Senate Budget Resolution (Reconciliation Instructions)

Client expense: $1,540,000 · Firm income: Not reported

Energy Policy (HR6; S.14)

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

Government targets: Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), SENATE

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007 - An original bill to amend the Internal Revenue Code of 1986 to provide additional tax incentives to employers and employees of small businesses, and for other purposes, to include provisions relating to non-qualified deferred compensation plans. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. H.R. 976, "Small Business Tax Relief Act of 2007" - A bill to amend the Internal Revenue Code of 1986 to provide tax relief for small businesses, and for other purposes. H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". IRS Notices 2007-86 and 2007-89, providing a one-year extension for general compliance with Internal Revenue Code 409A. IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. IRS Notice 2008-42 (3/28/08) - Guidance on the application of Sections 101(j) and 264 (f): grandfather of life insurance policies and changes to split-dollar arrangements. IRS Correcting amendements to the final regulations under Section 409A of the Internal Revenue Code: RIN-1595-BE79 (7/30/07). Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Proposed 401(k) Fee Disclosure Tax Legislation - no bill number.

Client expense: $560,000 · Firm income: Not reported

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

H.R.25 - Fair Tax Act of 2007 H.R.150 - Life Insurance Employee Notification Act H.R.411 -To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses. H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies. H.R.1929 -To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H.R.2380 - To make the repeal of the estate tax permanent. S.14 - A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes. S.1025 Fair Tax Act of 2007 S.1111 Fair Flat Tax Act of 2007 S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other S.CON.RES.21 - An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2008 and including the appropriate budgetary levels for fiscal years 2007 and 2009 through 2012. H.R.377 -Insuring Families for Their Future Act of 2007 H.R.3361 - Pension Protection Technical Corrections Act of 2007 S.1974 - Pension Protection Technical Corrections Act of 2007 H. R. 4172 - To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H. R. 4235 - Estate Tax Reduction Act of 2007 H. R. 4242 - Certain and Immediate Estate Tax Relief Act of 2007 H. R. 4042 - Family Farm, Small Business, and Home Tax Relief Act S. 1994 - To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax. H. R. 3170 - To make permanent the individual income tax rates for capital gains, and for other purposes. H. R. 3475 - To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-ear termination of the estate tax, and for other purposes. H.R.4839 - Tax Technical Corrections Act of 2007 H.R.4195 - Tax Technical Corrections Act of 2007 S.2374 - Tax Technical Corrections Act of 2007 H.R.3970 - Tax Reduction and Reform Act of 2007 H.R.4159 - Simplified USA Tax Act of 2007 S.CON.RES.70 An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013. H.CON.RES.312 Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.

Client expense: $2,762,032 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other" -Life/non-life consolidation HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products

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

Government targets: Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Copyright Office

HR 2380, S 14 - Estate Tax, exemption level, tax rate, expiration HR 5267, S 1726 - Business Activity Tax Simplification Act, all provisions HR 2834, HR 3996 - Private Equity Taxation HR 3996 - Internet Tax Moratorium HR 3970, HR 3996, HR 4351 - Alternative Minimum Tax Reform HR 1840 - Group Legal Services Tax HR 5140 - Economic Stimulus HR 3678, S 1453 - Internet Tax Freedom Act, ITFA Amendments Act of 2007 HR 3396 - Streamlined Sales Tax and Simplification Act S 1181, HR 1257 - Executive Compensation Taxation

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill. H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interest-charge Domestic International Sales Corporations. H.R. 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act, 2007, provisions increasing small business expensing allowance - Section 179. H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. H.R. 5140, Economic Stimulus Act of 2008, provisions relating to business tax incentives. S. 41, Research Competitiveness Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. S. 2209, Research Credit Improvement Act of 2007, support for all efforts to renew and extend R&D tax credits, which expired Dec. 31, 2007.

Client expense: $160,000 · Firm income: Not reported

Kinship Caregiver Support Act (S. 661/HR 2188), extneds federal assistance to kinship care families. Adoption Equality Act (S. 14/HR 4091), revised eligibility requirements for children with special adoption assistance. Invest in KIDS Act, (HR 5466), comprehensive child welfare reforms to promote safety, permanency and well being for children in or at risk of foster care placement. . Amend Title IV-E (HR 2314), extends Title IV-E funds to private agency child welfare staff. Partnership for Children and Families Act, HR 4207, to reform federal child welfare financing to improve outcomes for children. Foster Care Continuing Opportunities Act, S. 1512, to expand federal eligibility for children in foster care who have reached age 18. Tribal Foster Care and Adoption Access Act (S. 1956/HR 4688), makes Indian tribes eligible for direct Title IV-E foster care and adoption assistance payments, thereby extending new support and protection for Indian children.

Client expense: $6,280 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 14, H.R. 2380, H.R. 3056; H.R. 3970

Client expense: $280,000 · Firm income: Not reported

Government targets: Alcohol & Tobacco Tax & Trade Bureau (TTB), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), U.S. Trade Representative (USTR)

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 349, Small Business and Work Opportunity Act of 2007 - An original bill to amend the Internal Revenue Code of 1986 to provide additional tax incentives to employers and employees of small businesses, and for other purposes, to include provisions relating to non-qualified deferred compensation plans. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. H.R. 976, "Small Business Tax Relief Act of 2007" - A bill to amend the Internal Revenue Code of 1986 to provide tax relief for small businesses, and for other purposes. H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". IRS Notices 2007-86 and 2007-89, providing a one-year extension for general compliance with Internal Revenue Code 409A. IRS Correcting amendments to the final regulations under Section 409A of the Internal Revenue Code: RIN-1595-BE79 (7/30/07). IRS temporary and proposed regulations under Internal Revenue Code Section 6039I-6039I-1T, Information Reporting on Employer-Owned Life Insurance Contracts (11/7/07). Senate Finance Committee proposal to create additional limits for non-qualified deferred compensation plans - no bill number Senate Finance Committee staff proposal of May 25, 2007, to require certain brokers (including mutual funds) to report to the IRS regarding adjusted basis on the sale of certain publicly traded securities - no bill number. 409A Regulations [72 Fed. Reg. Code Sections 19233-19325 (Apr. 17, 2007)] in application to split-dollar life insurance, emeritus life insurance agents, and general agent loan issues. 2008 Budget Resolution (S. Com. Res. 21), Section 303, "Deficit Neutral Fund for Tax Relief". Proposed Tax Reform legislation no bill number Proposed 401(k) Fee Disclosure Tax Legislation no bill number Proposed Stranger-Owned Life Insurance Excise Tax no bill number Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number

Client expense: $1,260,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, UNDETERMINED

H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill. H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interim-charge Domestic International Sale Corporations. H.R. 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act, 2007, provisions increasing small business expensing allowance - Section 179. H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. R&D Tax Credits -- all bills, amendments preserving the credit.

Client expense: $240,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Security Council (NSC), SENATE, State, Dept of (DOS), UNDETERMINED, White House Office

H.R. 1818, Broadband Deployment Acceleration Act of 2007 H.R. 2138, Investment in America Act of 2007 H.R. 2380, Death Tax Repeal Permanency Act of 2007 H.R. 3003, To amend the Internal Revenue Code of 1986 to provide tax incentives to encourage diversity of ownership of telecommunications businesses, and for other purposes H.R. 3056, Tax Collection Responsibility Act of 2007 H.R. 3678, Internet Tax Freedom Act Amendments Act of 2007 H.R. 3996, Tax Increase Prevention Act of 2007 H.R. 3997, Defenders of Freedom Tax Relief Act of 2007 S. 14, A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes S. 41, Research Competitiveness Act of 2007 S. 140, Telephone Excise Tax Repeal Act of 2007 S. 156, Permanent Internet Tax Freedom Act of 2007 S. 170, Telephone Excise Tax Repeal Act of 2007 S. 777, Withholding Tax Relief Act of 2007 S. 1453, Internet Tax Freedom Act (ITFA) Extension Act of 2007 S. 2128, Permanent Internet Tax Freedom Act of 2007 S. 2209, Research Credit Improvement Act of 2007 H.R. 743, Permanent Internet Tax Freedom Act of 2007 H.R. 1023, To repeal the imposition of withholding on certain payments made to vendors by government entities H.R. 1077, Internet Consumer Protection Act of 2007 H.R. 1194, Telephone Excise Tax Repeal Act of 2007

Client expense: $4,660,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.6, To enhance energy conservation adn research and development to provide for security and diversity in the energy supply for the American people, and for other purposes. - Uranium Transfer H.R.2419, Making Appropriations for energy and water development for the fiscal year ending September 30, 2006, and for other purposes - uranium transfer H.R.4614, Energy and Water Development Appropriations Act, 2005. - Funding Portsmouth Cold Standby S.14, A bill to enhance the energy security of the United States, and other purposes.- Uranium Transfer

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

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

H.R. 4195/S. 2374, Tax Technical Corrections Act, provisions concerning Interim-charge Domestic International Sale Corporations. H.R. 2206, U.S. Troop Readiness, Veterans' Care, Katrina Recovery, and Iraq Accountability Appropriations Act, 2007, provisions increasing small business expensing allowance - Section 179. H.R. 2380, Death Tax Repeal Permanency Act of 2007, provisions repealing death tax. S. 55, Individual Alternative Minimum Tax Repeal Act of 2007, all provisions repealing the AMT. R&D Tax Credits -- all bills, amendments preserving the credit. H.R. 1365, Corporate AMT Repeal, all provisions of bill. H.R. 1366, Individual AMT Repeal Act of 2007, all provisions of bill. H.R. 2138, S. 14, Invest in America Act of 2007. Support bill.

Client expense: $240,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, HOUSE OF REPRESENTATIVES, Justice, Dept of (DOJ), Natl Security Council (NSC), SENATE, State, Dept of (DOS), White House Office

Energy Policy (HR6; S.14)

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

Government targets: Commerce, Dept of (DOC), Energy, Dept of, HOUSE OF REPRESENTATIVES, Natl Science Foundation (NSF), SENATE

Commercial Website Privacy, Internet taxation, unsolicited email, consumer privacy, Motor Vehicle Safety HR6, HR3248, HR1506, HR3221, Right to Repair Act HR2694, Stop Counterfeiting in Manufactured Goods Act S14, HR2209, HR4503, HR4520, S505, HR1054, S1149, S597, S1637, S461, S821, HR2735, S2138

Client expense: $3,562,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Commercial Website Privacy, Internet taxation, unsolicited email, consumer privacy, Motor Vehicle Safety HR6, HR3248, HR1506, HR3221, Right to Repair Act HR2694, Stop Counterfeiting in Manufactured Goods Act S14, HR2209, HR4503, HR4520, S505, HR1054, S1149, S597, S1637, S461, S821, HR2735, S2138

Client expense: $3,562,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

HR864 and PR 109-422: The Stop Act; S.14 and HR 2380, HR 3056: Estate Tax; HR700, SR 318, Tax Extenders Package, LIFO, Appropriations

Client expense: $440,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.6, To enhance energy conservation adn research and development to provide for security and diversity in the energy supply for the American people, and for other purposes. - Uranium Transfer H.R.2419, Making Appropriations for energy and water development for the fiscal year ending September 30, 2006, and for other purposes - uranium transfer H.R.4614, Energy and Water Development Appropriations Act, 2005. - Funding Portsmouth Cold Standby S.14, A bill to enhance the energy security of the United States, and other purposes.- Uranium Transfer

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

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

H.R.2419 : Making appropriations for energy and water development for the fiscal year ending September 30, 2006, and for other purposes. Impact on Electric Utilities H.R.5427 : Making appropriations for energy and water development for the fiscal year ending September 30, 2007, and for other purposes. Impact on Electric Utilities S.427 : A bill to amend the Public Utility Regulatory Policies Act of 1978 to provide for a Federal renewable portfolio standard. Impact on Electric Utilities. Energy Efficient Buildings Act of 2007 [H.R.84.IH] Energy Policy Act of 2005 [H.R.6.IH ] Advanced Energy Initiative Act of 2006 [H.R.5634.IH ] Energy Research, Development, Demonstration, and Commercial Application Act of 2005 )[H.R.610.RH ]Small Business Energy Efficiency Act of 2007[S.1657.IS]Energy for America Act [H.R.2483.IH]To provide for research, development, and demonstration on energy technologies to ensure the Nation's continued supply and efficient use of affordable, reliable, and clean energy, and for other purposes. Impact on Electric Utilities [H.R.2641.EH] Energy and Water Development and Related Agencies Appropriations Act, 2008 :Making appropriations for energy and water development and related agencies for the fiscal year ending September 30, 2008, and for other purposes. Impact on Electric Utilities S.1602 Clean, Reliable, Efficient and Secure Energy Act of 2007: A bill to improve the energy security of the United States by promoting diverse energy supplies and energy efficiency, and for other purposes. Impact on Electric Utilities. Energy Policy Reform and Revitalization Act of 2007 [H.R.2337.IH] To promote energy policy reforms and public accountability, alternative energy and efficiency, and carbon capture and climate change mitigation, and for other purposes. Impact on Electric Utilities. Energy Savings Act of 2007 [H.R.2556.IH] To enhance the energy security of the United States by promoting biofuels, energy efficiency, and carbon capture and storage, and for other purposes. Impact on Electric Utilities. To amend title VI of the Public Utility Regulatory Policies Act of 1978 to establish a Federal renewable energy portfolio standard for certain retail electric utilities [H.R.969.IH] Impact on Electric Utilities. Renewable Fuels, Consumer Protection, and Energy Efficiency Act of 2007 [H.R.6.EAS] An Act to move the United States toward greater energy independence and security, to increase the production of clean renewable fuels, to protect consumers from price gouging, to increase the energy efficiency of products, buildings, and vehicles, to promote research on and deploy greenhouse gas capture and storage options, and to improve the energy performance of the Federal Government, and for other purposes. Impact on Electric Utilities. Energy and Water Development and Related Agencies Appropriations Act, 2008. Impact on Electric Utilities. [H.R.2641.RH]Electric Utility Cap and Trade Act of 2007 [S.317.IS]A bill to amend the Clean Air Act to establish a program to regulate the emission of greenhouse gases from electric utilities. Impact on Electric Utilities. H.R. 4614 Energy and Water Development Appropriations Act, 2005. -Impact on electric utilities S. 14 Energy Policy Act of A bill to enhance the energy security of the United States and other purposes.-Impact on electric utilities S. 1776 Climate Change Energy policy Response Act.-Impact on electric utilities S. 2095 Energy Policy Act of 2003 - Impact on electric utilities

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

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, SENATE

Commercial Website Privacy, Internet taxation, unsolicited email, consumer privacy, Motor Vehicle Safety HR6, HR3248, HR1506, HR3221, Right to Repair Act HR2694, Stop Counterfeiting in Manufactured Goods Act S14, HR2209, HR4503, HR4520, S505, HR1054, S1149, S597, S1637, S461, S821, HR2735, S2138

Client expense: $3,562,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Highway Traffic Safety Administration (NHTSA), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office