Tax Equity for Domestic Partner and Health Plan Beneficiaries Act

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Equity Guarantee Act (NESTEG).

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

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Equity Guarantee Act (NESTEG).

Client expense: $380,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Equity Guarantee Act (NESTEG).

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

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

H.R. 1820 / S.1556 - Tax Equity for Health Plan Beneficiaries Act of 2007 S. 349 - Small Business and Work Opportunity Act of 2007 H.R. 1813 / S. 1416 - To amend the IRC of 1986 to make permanent the deduction of ortgage insurance premiums. S. 396 - To amend the IRC of 1986 to treat controlled foreign corporations established in tax havens as domestic corporations H.R. 6969 - Offshore Reinsurance Cessions, to amend the Internal Revenue Code of 1986 to disallow the deduction for excess non-taxed reinsurance premiums with respect to United States risks paid to affiliates.

Client expense: $612,133 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Guarantee Act (NESTEG).

Client expense: $220,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

HR 878/S 601 - Simplification through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans; HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008 HR 2776 - Renewable Energy and Energy Conservation Tax Act HR 6049 - Energy and Tax Extenders Act HR 7060 - Renewable Energy and Job Creation Act S 3125 - Energy Independence and Tax Relief Act S 3335 - Jobs, Energy, Families and Disaster Relief Act

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

Government targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office

H.R. 1424 - Paul Wellstone Mental Health & Addiction Equity Act of 2007; provisions relating to employer health benefit requirements H.R. 1693 Wired for Health Care Quality Act; provisions relating to employer health benefit plans and health information H.R. 1753 Healthy Workforce Act; tax provisions relating to business wellness pgms H.R. 1820 - Tax Equity for Health Plan Beneficiaries Act; entire bill H.R. 3363 - Long-Term Care Affordability and Security Act; entire bill H.R. 3800 - Promoting Health Information Technology Act; provisions relating to employee health benefit plans H.R. 4848 - A bill to extend the current application of mental health parity law for one year through 2008; entire bill H.R. 6357 - Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The PRO (TECH)T Act of 2008; provisions relating to use of health information S. 358 - Genetic Information Nondiscrimination Act of 2007; provisions relating to employers benefit plans S. 558 Mental Health Parity Act; entire bill S. 1556 - Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; entire bill S. 1693 - Wired for Health Care Quality Act; provisions relating to HIPAA and employer health benefit plans S. 2337 - Long-Term Care Affordability and Security Act; entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3685 To prohibit employment discrimination on the basis of sexual orientation. S.1556 A bill to amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage to designated plan beneficiaries of employees, and for other purposes. H.R.1820 To amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage for employees' spouses and dependent children to coverage provided to other eligible designated beneficiaries of employees. S.1881 A bill to amend the Americans with Disabilities Act of 1990 to restore the intent and protections of that Act, and for other purposes.

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Indian Health Service, SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 800 / S. 1041, Employee Free Choice Act of 2007 organizing alternatives H.R. 3685, Employee Non-Discrimination Act of 2007 workplace non-discrimination H.R. 2831, Lilly Ledbetter Fair Pay Act of 2007 / S. 1943 Fair Pay Restoration Act statute of limitations H.R. 1542 / S. 910, Healthy Families Act H.R. 1820 / S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007 / S. 2473, Defined Contribution Fee Disclosure Act of 2007 S. 1782, Arbitration Fairness Act of 2007 H.R. 3195 / S. 1881, ADA Amendments Act of 2008 / Americans with Disabilities Act Restoration Act of 2007 Intellectual Property and Competition Policy H.R. 3997, Emergency Economic Stabilization Act Lobbied for pension protection for multi-enployer pension plans Pension Protection Act, Technical Corrections Bill of 2008, as part of the Worker, Retiree and Employee Recovery Act of 2008 (H.R. 7327)

Client expense: $1,080,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Economic Analysis, Bureau of Industry and Security (BIS), Bureau of the Census, Centers For Disease Control & Prevention (CDC), Central Intelligence Agency (CIA), Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Natl Security Agency (NSA), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Vice President of the United States, Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

HR 6371/S 3190, Earned Income Credit Information Act of 2008, support employers notifying employees of EITC eligability; HR 1820/ S 1556, Tax Equity for Health Plan Beneficiries Act, support uniform tax treatment for employer supported health insurance.

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

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), White House Office

Proposals related to creation of new savings accounts to finance lifetime learning, including H.R. 6036, Lifelong Learning Accounts Act. H.R. 1820, Tax Equity for Health Plan Beneficiaries Act. S. 1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act.

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

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

Proposals related to the tax treatment of domestic partner health beneifts, including H.R. 1820, Tax Equity for Health Plan Beneficiaries Act and S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act. Proposals to expand COBRA health continuation coverage.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Permanent extension and expansion of research credit; energy & energy efficiency tax benefits, tax on settlement payments; domestic partner tax equity, international taxation; superfund taxes; tax accounting; aviation taxes; manufacturing deduction, economic substance doctrine; environmental tax benefits S 41, Research Competitiveness Act S 1179/HR 1887, Superfund Equity and Megasite Remediation Act S 1273, Look-through tax treatment S 681/HR 2136, Stop Tax Haven Abuse Act (settlement payments) S 1556/HR 1820, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act HR 2138, Invest in America Act (R&D credit) HR 3056, Tax Collection Responsibility Act HR 5719, Taxpayer Assistance and Simplification Act HR 5720, Housing Assistance Tax Act S 2209, R&D credit HR 6049, extenders HR 6899, Comprehensive American Energy Security and Consumer Protection Act HR 7006, Disaster Tax Relief Act HR 6049, Energy Improvement and Extension Act HR 1424, Emergency Economic Stabilization Act S 3098, Expiring tax provisions HR 7060, Renewable Energy and Job Creation Act

Client expense: $1,370,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Health care reform proposals; ERISA preemption, health information technology; domestic partner health plans; health savings accounts; genetic nondiscrimination; Medicare Advantage plans, retiree health; funding for quality research; ESRD Medicare payments; mental health parity; HR 1820/S 1556 Tax Equity for Health Plan Beneficiaries Act, HR 5442, Trust Act (HIT) S 1693, Wired for Health Care Quality Act HR 3800, Promoting Health Information Technology HR 1424/S 558, Mental Health Parity S 1753, Healthy Workforce Act HR 853, Wellness and Prevention Act HR 4296, E-Meds Act HR 6143, retiree health S. Res. 673/H Con Res 405, Workplace Wellness Resolution HR 3163/S 334/HR 6444, Healthy Americans Act

Client expense: $1,370,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

House Emergency Retiree Health Benefits Protection Act - H.R. 1322 Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act - H.R. 1820 Promoting Health for Future Generations Act H.R. 2639 Michelles Law H.R. 2851 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defenders of Freedom Tax Relief Act H.R. 3997 Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 H.R. 5442 Taxpayer Assistance and Simplification Act of 2008 - H.R. 5719 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments Act of 2008 H.R 6143 Promoting Health Information Technology Act of 2008 H.R. 6179 Patient-Controlled Health IT Act H.R. 6345 Protecting Records, Optimizing Treatment and Easing Communication Through Healthcare Technology Act, The Pro (TECHT) T Act of 2008 H.R. 6357 Health Insurance Source of Injury Clarification Act of 2008 H.R. 6908 Paul Wellstone and Pete Dominici Mental Health Parity and Addiction Equity Act H.R. 6983 Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 Several Approaches to Reduce the Uninsured Act H.R. 7129 Senate Mental Health Parity Act S. 558 Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Wired for Health Care Quality Act S. 1693 Biologics Price Competition and Innovation Act 0f 2007 S. 1695 Long-Term Care Affordability and Security Act of 2007 S. 2337 Comparative Effectiveness Research Act S. 3408 Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 Discussion Draft of Legislation Requiring Form W-2 Reporting of Employer-Provided Health Care Costs - Submitted comments to a group of Senators Health Reform Call to Action Health Reform 2009 Finance & HELP Committees Regulatory communication with covered federal officials on legislative issues DOL/EBSA Genetic Information Nondiscrimination Act of 2008 (GINA) DOL Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938 IRS proposed requirements for filing excise taxes

Client expense: $210,392 · Firm income: Not reported

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

House Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424 The Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Lilly Ledbetter Fair Pay Act of 2007 H.R. 2831 401 (k) Fair Disclosure for Retirement Security Act H.R. 3185 The Worker Retiree, and Employer Recovery Act H.R. 3361 Long-Term Care Affordability and Security Act of 2007 H.R. 3363 Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3765 AMT Credit Fairness and Relief Act H.R.3861 Defenders of Freedom Tax Relief Act of 2007 - H.R. 3997 Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy Improvement and Extension Act of 2008 H.R. 6049 ERISA Amendments H.R. 6142 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 Pension Protection Technical Corrections Act of 2008 H.R. 6382 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Disaster Tax Relief Act of 2008 H.R. 7006 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556 Fair Pay Restoration Act S. 1843 Pension Protection Technical Corrections Act of 2007 S. 1974 Long-Term Care Affordability and Security Act of 2007 S. 2337 AMT Credit Fairness Act and Relief Act S. 2389 Defined Contribution Fee Disclosure Act of 2007 S. 2473 Incentives for Older Workers Act S. 2933 401 (k) Plan Debit Card Bill S. 3278 Jobs, Energy, Families, and Disaster Relief Act of 2008 S. 3335 Defined Benefit Pension Funding Relief Measures The Worker, Retiree, and Employer Recovery Act H.R. 7327 Regulatory communication with covered federal officials on legislative issues. White House - Defined Benefit Pension Funding Relief Measures H.R. 7327 Treasury Minimum Required Distribution relief H.R. 7327 DOL 401(k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 DOL Pension Protection Action Act of 2006 Technical Corrections, funding issues Treasury/IRS Hurricane relief, contribution and funding certification, Pension Protection Act of 2006 (PPA) Treasury/IRS Pension Protection Act of 2006 Technical Corrections, funding issues Treasury/IRS hybrid plan issues Treasury/IRS 409A and deferred compensation Treasury/IRS EESA issues H.R. 1424 Treasury/IRS HEART Act H.R. 3997 & 6081

Client expense: $210,392 · Firm income: Not reported

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

See addendum HR 1065 Nonadmitted and ReInsurance Reform Act of 2007, HR 1081 Insurance Industry Competition Act of 2007, HR 1424 Paul Wellstone Mental Health and Addiction Equity Act, HR 1682 Flood Insurance Reform and Modernization Act of 2007, HR 1820 Tax Equity for Health Plan Beneficiaries Act of 2007, HR 2132 Small Business Health Plans Act of 2007, HR 2671 TRIA, HR 3200 National Insurance Act of 2007, HR 4460 Health Care Choice Act of 2007, HR 493 Genetic Information Nondiscrimination Act, HR 506 Health Partnership Through Creative Federalism Act, S 40 National Insurance Act of 2007, S 1198 Catastrophic Health Coverage Promotion Act, S 1556 Tax Equity for Domestic Partner and Health Plan Beneficiaries Act, S 2477 Health Care Choice Act of 2007, S 358 Genetic Information Nondiscrimination Act, S 558 Mental Health Parity Act of 2007, S 618 Insurance Industry Competition Act of 2007, S 618 Insurance Industry Competition Act of 2007, S 929 Nonadmitted and Reinsurance Reform Act of 2007

Client expense: $516,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Guarantee Act (NESTEG).

Client expense: $310,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

- Energy Independence & Tax Relief Act of 2008 - R&D Tax Credit - H.R. 6049 (Senate bill), H.R. 7060, H.R. 1424: Extends the research and experimentation tax, among other things. -Competitive Federal Tax Policy - No bill: Encourages lower federal corporate taxes that would be more competitive with tax rates in foreign countries -CFC Look-Thru Rule H.R. 3735, H.R. 1424: Amends the tax code to extend the look-thru treatment of payments between related controlled foreign corporations expires 12/31/08 -Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556: Eliminates the inequities in federal tax law by excluding the value of domestic partner health coverage from the taxable income of the employee and from wages for purposes of payroll tax obligations -Federal Policy on Deferral No bill: Preserves the ability of US-based multinational companies to compete against foreign based competitors. The US defers collecting taxes on earnings of foreign subsidiaries of US-based companies until the earnings are paid to the US parent company (all OECD countries and many developed nations permit some form of deferral) -H.R. 6049 extenders bill includes R&D Tax Credit -Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 2886 -Alternative minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 -Emergency Economic Stabilization Act H.R. 1424

Client expense: $380,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR)

-R&D Tax Credit H.R. 2138, S. 41: Permanently extends the research credit and strengthens the alternate simplified credit -Competitive Federal Tax Policy No bill: Encourages lower federal corporate taxes that would be more competitive with tax rates in foreign countries -CFC Look-Thru Rule H.R. 3735: Amends the tax code to extend the look-thru treatment of payments between related controlled foreign corporations expires 12/31/08 -Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556: Eliminates the inequities in federal tax law by excluding the value of domestic partner health coverage from the taxable income of the employee and from wages for purposes of payroll tax obligations -Federal Policy on Deferral No bill: Preserves the ability of US-based multinational companies to compete against foreign based competitors. The US defers collecting taxes on earnings of foreign subsidiaries of US-based companies until the earnings are paid to the US parent company. (all OECD countries and many developed nations permit some form of deferral) -Energy Independence & Tax Relief Act of 2008 H.R. 6049 extenders bill includes R&D Tax Credit -Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 2886 -Alternative minimum Tax and Extenders Tax Relief Act of 2008 S. 3098

Client expense: $510,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

- Energy Independence & Tax Relief Act of 2008 - R&D Tax Credit - H.R. 6049 (Senate bill), H.R. 7060, H.R. 1424: Extends the research and experimentation tax, among other things. -Competitive Federal Tax Policy - No bill: Encourages lower federal corporate taxes that would be more competitive with tax rates in foreign countries -CFC Look-Thru Rule H.R. 3735, H.R. 1424: Amends the tax code to extend the look-thru treatment of payments between related controlled foreign corporations expires 12/31/08 -Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556: Eliminates the inequities in federal tax law by excluding the value of domestic partner health coverage from the taxable income of the employee and from wages for purposes of payroll tax obligations -Federal Policy on Deferral No bill: Preserves the ability of US-based multinational companies to compete against foreign based competitors. The US defers collecting taxes on earnings of foreign subsidiaries of US-based companies until the earnings are paid to the US parent company (all OECD countries and many developed nations permit some form of deferral) -H.R. 6049 extenders bill includes R&D Tax Credit -Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 2886 -Alternative minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 -Emergency Economic Stabilization Act H.R. 1424

Client expense: $950,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), Office of the Vice President of the United States, SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR)

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Guarantee Act (NESTEG).

Client expense: $310,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

H.R.3685 To prohibit employment discrimination on the basis of sexual orientation. S.1556 A bill to amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage to designated plan beneficiaries of employees, and for other purposes. H.R.1820 To amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage for employees' spouses and dependent children to coverage provided to other eligible designated beneficiaries of employees. H.R.3195 To restore the intent and protections of the Americans with Disabilities Act of 1990. S.3406 A bill to restore the intent and protections of the Americans with Disabilities Act of 1990. S.1881 A bill to amend the Americans with Disabilities Act of 1990 to restore the intent and protections of that Act, and for other purposes.

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

HR 878/S 601 - Simplification Through Additional Reporting Act; Education and college savings tax issues; Tax treatment of 529 college savings plans; HR 2419 - Farm, Nutrition and Bioenergy Act of 2007 HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008 HR 2776 - Renewable Energy and Energy Conservation Tax Act HR 6049 - Energy and Tax Extenders Act HR 7060 - Renewable Energy and Job Creation Act S 3125 - Energy Independence and Tax Relief Act S 3335 - Jobs, Energy, Families and Disaster Relief Act HR 5351 - Renewable Energy and Energy Conservation Tax Act

Client expense: $340,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office

Flexible Spending Accounts Growth and Opportunities Act of 2007 - H.R. 298 The Breast Cancer Patient Protection Act of 2008 H.R. 758 Emergency Retiree Health Benefits Protection Act of 2007 - H.R. 1322 Paul Wellstone Mental Health and Addiction Equity Act 0f 2007 - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act - H.R. 1820 Patient Protection and Innovative Biologic Medicines Act of 2007 - H.R. 1956 Promoting Health for Future Generations Act - H.R. 2639 Michelles Law H.R. 2851 Childrens Health and Medicare Act of 2007 - H.R. 3162 Healthy Americans Act - H.R. 3163 HSA Improvement and Expansion Act - H.R. 3234 Flexible Health Savings Act - H.R. 3306 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Employment Non-Discrimination Act - H.R. 3685 Promoting Health Information Technology Act H.R. 3800 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007-title as passed - H.R. 3997 Medicare Electronic Medication and Safety Protection (E-Meds) H.R. 4848 Mental Health Parity Extension Legislation - H.R. 4848 Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 - H.R. 5442 Taxpayer Assistance and Simplification Act H.R. 5719 Promoting Health Information Technology Act of 2008 H.R. 6179 Retiree Health Account Act of 2008 H.R. 6288 Pension Protection Act ERISA Amendments H.R. 6143 ERISA Amendments HR 6142 Medicare Improvements for Patients and Providers Act of 2008 H.R. 6331 Patient-Controlled Health IT Act H.R. 6345 Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The Pro (TECH) T Act of 2008 - H.R. 6357 Health Insurance Source of Injury Clarification Act of 2008 H.R. 6908 Health-e Information Technology Act of 2008 H.R. 6898 Senate Health Partnership Act - S. 325 Healthy Americans Act - S. 334 Genetic Information Nondiscrimination Act - 358 Mental Health Parity Act of 2007 - S. 558 Access to Life-Saving Medicine Act - S. 623 Universal Health Care Choice and Access Act - S. 1019 State-based Health Care Reform Act - S. 1169 Medicare Quality Enhancement Act - S. 1544 Tax Equity for Domestic Partner and Health Beneficiaries Act - S. 1556 Wired for Health Care Quality Act - S. 1693 Biologics Price Competition and Innovation Act - S. 1695 Healthy Workforce Act - S. 1753 Community Living Assistance Services and Supports Act (the CLASS Act) - S. 1758 Childrens Health Insurance Reauthorization Act - S. 1893 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Medicare, Medicaid and SCHIP Extension Act of 2007 - S. 2499 Medicare Funding Warning Response Act of 2008 - S. 2662 Disability Savings Act - S. 2741 Medicare Improvements for Patients and Providers Act of 2008 - S. 3101 Preserving Access to Medicare Act of 2008 S. 3118 Comparative Effectiveness Research Act S. 3408

Client expense: $246,723 · Firm income: Not reported

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

Shareholder Votes on Executive Compensation Act - H.R. 1257 Paycheck Fairness Act H.R. 1338 Emergency Economic Stabilization Act - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160 Energy and Tax Extenders Act of 2008/Renewable Energy and Job Creation Act of 2008/Energy Improvement and Extension Act of 2008 H.R. 6049 Heroes Earnings Assistance and Relief Tax Act H.R. 6081 Roadmap for Americas Future Act of 2008 H.R. 6110 Pension Protection Act ERISA Amendments of 2008 H.R. 6143 ERISA Amendments H.R. 6142 Pension Protection Technical Corrections Act of 2008 H.R. 6382 Commodity Markets Transparency and Accountability Act & Substitute amendment H.R. 6604 401 (k) Plan Debit Card Bill H.R. 6708 Hurricane Tax Relief Act of 2008 H.R. 6958 Alternative Minimum Tax Relief Act of 2008 H.R. 7005 Disaster Tax Relief Act of 2008 H.R. 7006 Renewable Energy and Job Creation Tax Act of 2008 (tax extenders) H.R. 7060 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments S.1624 Restoring Pension Promises to Workers Act S. 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - S. 2092 Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act S. 2389 Incentives for Older Workers Act S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 3098 Energy Independence and Tax Relief Act of 2008 S. 3125 Title VII Fairness Act S. 3209 Commodity Speculation Reform Act of 2008 - S. 3248 Stop Excessive Energy Speculation Act of 2008 - S. 3268 401 (k) Plan Debit Card Bill S. 3278 The Jobs, Energy, Families, and Disaster Relief Act S.3335 (extenders, deferred comp) ADA Amendments Act S. 3406 Regulatory communication with covered federal officials on legislative issues. Legislation Treasury/IRS Emergency Economic Stabilization Act H.R. 1424 Treasury/IRS - Pension Protection Act Technical Corrections (PPA) - H.R. 3361, H.R. 6382, S. 1974 DOL on 401 (k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473 Treasury/IRS - on hybrid plan issues Treasury/IRS on 409A and deferred compensation Treasury/IRS on pension funding Treasury/IRS - guidance on benefits provisions of the HEART Act H.R. 6081 Treasury/IRS on benefit accruals and anti-backloading Treasury/IRS Hurricane relief H.R. 6958, H.R. 7006

Client expense: $246,723 · Firm income: Not reported

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

HR 6371/S 3190, Earned Income Credit Information Act of 2008, support employers notifying employees of EITC eligability; HR 1820/ S 1556, Tax Equity for Health Plan Beneficiries Act, support uniform tax treatment for employer supported health insurance.

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

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), Social Security Administration (SSA), White House Office

H.R. 1820 / S. 1556 - Tax Equity for Health Plan Beneficiaries Act of 2007 S. 349 - Small Business and Work Opportunity Act of 2007 H.R. 1813 / S. 1416 - To amend the IRC of 1986 to make permanent the deduction of mortgage insurance premiums. S. 396 - To amend te IRC of 1986 to treat controlled foreign corporations established in tax havens as domestic corporations.

Client expense: $944,634 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1424 - Paul Wellstone Mental Health & Addiction Equity Act of 2007; provisions relating to employer health benefit requirements H.R. 1693 - Wired for Health Care Quality Act; provisions relating to employer health benefit plans and health information H.R. 1753 - Healthy Workforce Act; tax provisions relating to business wellness pgms H.R. 1820 - Tax Equity for Health Plan Beneficiaries Act; entire bill H.R. 3363 - Long-Term Care Affordability and Security Act; entire bill H.R. 3800 - Promoting Health Information Technology Act; provisions relating to employee health benefit plans H.R. 4848 - A bill to extend the current application of mental health parity law for one year through 2008; entire bill H.R. 6357 - Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The PRO (TECH)T Act of 2008; provisions relating to use of health information S. 358 - Genetic Information Nondiscrimination Act of 2007; provisions relating to employers benefit plans S. 558 Mental Health Parity Act; entire bill S. 1556 - Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; entire bill S. 1693 - Wired for Health Care Quality Act; provisions relating to HIPAA and employer health benefit plans S. 2337 - Long-Term Care Affordability and Security Act; entire bill

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Health care reform proposals; ERISA preemption, health information technology; domestic partner health plans; health savings accounts; genetic nondiscrimination; Medicare Advantage plans, retiree health; funding for quality research; ESRD Medicare payments; mental health parity; HR 1820/S 1556 Tax Equity for Health Plan Beneficiaries Act; S 1848 Trade & Globalization Adjustment Assistance Act; HR 5442, Trust Act (HIT) S 1693, Wired for Health Care Quality Act HR 3800, Promoting Health Information Technology S 2662/HR 5480, Medicare Funding Act HR 1424/S 558, Mental Health Parity S 1753 Healthy Workforce Act HR 853, Wellness and Prevention Act HR 4296, E-Meds Act HR 6143, retiree health S 3335, Jobs, Energy, Families, and Disaster Relief Act S. Res. 673/H Con Res 405, Workplace Wellness Resolution HR 3163/S 334/HR 6444, Healthy Americans Act

Client expense: $1,980,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Permanent extension and expansion of research credit; energy & energy efficiency tax benefits, tax on settlement payments; domestic partner tax equity, international taxation; superfund taxes; tax accounting; aviation taxes; manufacturing deduction, economic substance doctrine; environmental tax benefits S 41, Research Competitiveness Act S 1300, Aviation Investment and Modernization Act S 1179/HR 1887, Superfund Equity and Megasite Remediation Act S 1273, Look-through tax treatment S 681/HR 2136, Stop Tax Haven Abuse Act (settlement payments) S 1556/HR 1820, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act HR 2138, Invest in America Act (R&D credit) HR 2776, Renewable Energy and Energy Conservation Tax Act HR 3056, Tax Collection Responsibility Act S 2242, Farm Bill (tax title) HR 5351, Renewable Energy and Energy Conservation Act HR 5719, Taxpayer Assistance and Simplification Act HR 5720 Housing Assistance Tax Act HR 3221, Foreclosure Prevent Act HR 2881, Aviation Investment and Modernization Act S 2209, R&D credit HR 6049, extenders HR 6081, Heroes Earnings Assistance and Relief Tax Act S 3335, Jobs, Energy, Families, and Disaster Relief Act HR 6899, Comprehensive American Energy Security and Consumer Protection Act HR 7006, Disaster Tax Relief Act HR 6049, Energy Improvement and Extension Act HR 1424, Emergency Economic Stabilization Act S 3098, expiring tax provisions HR 6124, Farm Bill tax title HR 7060, Renewable Energy and Job Creation Act

Client expense: $1,980,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Proposals related to creation of new savings accounts to finance lifetime learning, including H.R. 6036, Lifelong Learning Accounts Act. H.R. 1820, Tax Equity for Health Plan Beneficiaries Act. S. 1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 1246 -Military Readiness Enhancement Act H.R. 2015/H.R. 3685 -Employment Non Discrimination Act S. 1556/ H.R. 1820 -Tax Equity for Health Plan Beneficiaries H.R. 3195 ADA Amendments Act Zero Tolerance policies Black Youth Resiliency Interracial Adoptions Foster Care/Guardian Ad Litem

Client expense: $162,195 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Indian Health Service, Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Highway Traffic Safety Administration (NHTSA), Natl Institute of Justice, Natl Institute of Mental Health (NIMH), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA), White House Office

-R&D Tax Credit H.R. 2138, S. 41: Permanently extends the research credit and strengthens the alternate simplified credit -Competitive Federal Tax Policy No bill: Encourages lower federal corporate taxes that would be more competitive with tax rates in foreign countries -CFC Look-Thru Rule H.R. 3735: Amends the tax code to extend the look-thru treatment of payments between related controlled foreign corporations expires 12/31/08 -Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556: Eliminates the inequities in federal tax law by excluding the value of domestic partner health coverage from the taxable income of the employee and from wages for purposes of payroll tax obligations -Federal Policy on Deferral No bill: Preserves the ability of US-based multinational companies to compete against foreign based competitors. The US defers collecting taxes on earnings of foreign subsidiaries of US-based companies until the earnings are paid to the US parent company. (all OECD countries and many developed nations permit some form of deferral) -Energy Independence & Tax Relief Act of 2008 H.R. 6049 extenders bill includes R&D Tax Credit -Alternative Minimum Tax and Extenders Tax Relief Act of 2008 S. 2886 -Alternative minimum Tax and Extenders Tax Relief Act of 2008 S. 3098

Client expense: $840,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Government Printing Office (GPO), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), SENATE, State, Dept of (DOS), U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

HR 878/S 601 - Simplification through additional Reporting Act; HR 2834 - To amend the IRS Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services; HR 2136/S 681 - Stop Tax Haven Abuse Act; Carried interest; Education and college savings tax issues HR 2419 - Farm, Nutrition, and Bioenergy Act of 2007 S 1624 - A bill to amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. Tax treatmentof 529 college savings plans. HR 3970 - Tax Reduction and Reform Act HR 3996 - Tax Increase Prevention Act of 2007 HR 5140 - Recovery Rebates and Economic Stimulus for the American People Act of 2008 HR 3221 - New Direction for Energy Independence, National Security and Consumer Protection Act HR 1820/S 1556 - Tax Equity for Domestic Partner & Health Plan Beneficiaries Act S 2797 - Senior Protection Act of 2008 HR 5720 - Housing Assistance Tax Act S 2866 - Deferred Compensation bill HR 6081 - The Heroes Earnings Assistance and Relief Tax Act of 2008

Client expense: $230,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Education, Dept of, Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, White House Office

H.R. 800 / S. 1041, Employee Free Choice Act of 2007 organizing alternatives H.R. 3685, Employee Non-Discrimination Act of 2007 workplace non-discrimination H.R. 2831, Lilly Ledbetter Fair Pay Act of 2007 / S. 1943 Fair Pay Restoration Act statute of limitations H.R. 1542 / S. 910, Healthy Families Act H.R. 1820 / S. 1556, Tax Equity for Domestic Partners and Health Plan Beneficiaries Act H.R. 3185, 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3765, Defined Contribution Plan Fee Transparency Act of 2007 / S. 2473, Defined Contribution Fee Disclosure Act of 2007 S. 1782, Arbitration Fairness Act of 2007 H.R. 3195 / S. 1881, ADA Amendments Act of 2008 / Americans with Disabilities Act Restoration Act of 2007 Intellectual Property and Competition Policy

Client expense: $2,030,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Bureau of Economic Analysis, Bureau of the Census, Centers For Disease Control & Prevention (CDC), Central Intelligence Agency (CIA), Commerce, Dept of (DOC), Council of Economic Advisers (CEA), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), Food & Drug Administration (FDA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Institute of Standards & Technology (NIST), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Natl Security Agency (NSA), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Office of the Vice President of the United States, Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Transportation Security Administration (TSA), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

H.R. 1820 / S. 1556 - Tax Equity for Health Plan Beneficiaries Act of2007 S. 349 - Small Business and Work Opportunity Act of 2007 H.R. 1813 / S. 1416 - To amend the IRC of 1986 to make permanent the deduction of mortgage insurance premiums S. 396 - To amend the IRC of 1986 to treat controlled foreign corporations established in tax havens as domestic corporations

Client expense: $748,487 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Shareholder Votes on Executive Compensation Act - H.R. 1257 Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820 Pension Security Act of 2007 - H.R. 2683 Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831 Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) - H.R. 2881 Tax Collection Responsibility Act of 2007 - H.R. 3056 401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185 ADA Restoration Act of 2007 - H.R. 3195 Mutual Fund Fee Reform Act H.R. 3225 Pension Protection Technical Corrections Act of 2007 - H.R. 3361 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652 Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765 AMT Credit Fairness and Relief Act - H.R. 3861 Tax Reduction and Reform Act of 2007 - H. R. 3970 The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 - title as passed - H.R. 3997 AMT Relief Act of 2007 - H.R. 4351 The Small Business Add Value for Employees (SAVE) Act of 2008 - H.R. 5160 Energy and Tax Extenders Act - H.R. 6049 Heroes Earnings Assistance and Relief Tax Act - H.R. 6081 Roadmap for America's Future Act of 2008 - H.R. 6110 Pension Protection Act ERISA Amendments of 2008 - H.R. 6143 ERISA Amendments - H.R. 6142 Pension Protection Technical Corrections Act of 2008 - H.R. 6382 Senate Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556 Defenders of Freedom Tax Relief Act of 2007 - S. 1593 Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments - S.1624 Restoring Pension Promises to Workers Act - 1725 Fair Pay Restoration Act - S. 1843 Americans with Disabilities Act Restoration Act of 2007 - S. 1881 Pension Protection Technical Corrections Act of 2007 - S. 1974 Independent Contractor Proper Classification Act of 2007 - S. 2044 Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092) Offshore Deferred Compensation Reform Act of 2007 - S. 2199 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Defined Contribution Fee Disclosure Act of 2007 - S. 2473 AMT Credit Fairness and Relief Act - S. 2389 Incentives for Older Workers Act - S. 2933 Alternative Minimum Tax and Extenders Tax Relief Act of 2008 - S. 3098 Title VII Fairness Act - S. 3209 Regulatory - communication with covered federal officials on legislative issues. Legislation - The Pension Protection Act Technical Corrections (PPA) - H.R. 3361/H.R. 6382//S. 1974 DOL proposed 408(b)(2) regulations for fee disclosure requirements DOL - 401 (k) fee disclosure (H.R. 3185/H.R. 3765/S. 2473) Treasury/IRS hybrid plan hearing Treasury/IRS guidance on 409A and deferred compensation Treasury/IRS hearing on measurement of pension plan assets and liabilities

Client expense: $228,003 · Firm income: Not reported

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

Flexible Spending Accounts Growth and Opportunities Act of 2007 - H.R. 298 Genetic Information Nondiscrimination Act - H.R. 493 Emergency Retiree Health Benefits Protection Act of 2007 - H.R. 1322 Paul Wellstone Mental Health and Addiction Equity Act 0f 2007 - H.R. 1424 Tax Equity for Health Plan Beneficiaries Act - H.R. 1820 Patient Protection and Innovative Biologic Medicines Act of 2007 - H.R. 1956 Promoting Health for Future Generations Act - H.R. 2639 Childrens Health and Medicare Act of 2007 - H.R. 3162 Healthy Americans Act - H.R. 3163 HSA Improvement and Expansion Act - H.R. 3234 Flexible Health Savings Act - H.R. 3306 Long-Term Care Affordability and Security Act of 2007 - H.R. 3363 Employment Non-Discrimination Act - H.R. 3685 Promoting Health Information Technology Act H.R. 3800 Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007-title as passed - H.R. 3997 Medicare Electronic Medication and Safety Protection (E-Meds) H.R. 4848 Mental Health Parity Extension Legislation - H.R. 4848 Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 - H.R. 5442 Taxpayer Assistance and Simplification Act H.R. 5719 Promoting Health Information Technology Act of 2008 H.R. 6179 Retiree Health Account Act of 2008 H.R. 6288 Pension Protection Act ERISA Amendments H.R. 6143 ERISA Amendments HR 6142 Medicare Improvements for Patients and Providers Act of 2008 H.R. 6331 Patient-Controlled Health IT Act H.R. 6345 Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The Pro (TECH) T Act of 2008 - H.R. 6357 Health Partnership Act - S. 325 Healthy Americans Act - S. 334 Genetic Information Nondiscrimination Act - 358 Mental Health Parity Act of 2007 - S. 558 Access to Life-Saving Medicine Act - S. 623 Universal Health Care Choice and Access Act - S. 1019 State-based Health Care Reform Act - S. 1169 Medicare Quality Enhancement Act - S. 1544 Tax Equity for Domestic Partner and Health Beneficiaries Act - S. 1556 Wired for Health Care Quality Act - S. 1693 Biologics Price Competition and Innovation Act - S. 1695 Healthy Workforce Act - S. 1753 Community Living Assistance Services and Supports Act (the CLASS Act) - S. 1758 Children's Health Insurance Reauthorization Act - S. 1893 Long-Term Care Affordability and Security Act of 2007 - S. 2337 Medicare, Medicaid and SCHIP Extension Act of 2007 - S. 2499 Medicare Funding Warning Response Act of 2008 - S. 2662 Disability Savings Act - S. 2741 Medicare Improvements for Patients and Providers Act of 2008 - S. 3101 Preserving Access to Medicare Act of 2008 - S. 3118 Regulatory - communication with covered federal officials on legislative issues: White House, Executive Office of the President - mental health parity (H.R. 1424/S. 558) & Health Savings Accounts (HSAs) (H.R 5719) Department of Labor (DOL) mental health parity (H.R. 1424/S. 558)

Client expense: $228,003 · Firm income: Not reported

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

Permanent extension and expansion of research credit; energy & energy efficiency tax benefits; tax on settlement payments; domestic partner tax equity, international taxation; superfund taxes; tax accounting; aviation taxes; manufacturing deduction, economic substance doctrine; environmental tax benefits S 41, Research Competitiveness Act S 1300, Avaiation Investment and Modernization Act S 1179/HR 1887, Superfund Equity and Megasite Remediation Act S 1273, Look-through tax treatment S 681/HR 2136, Stop Tax Haven Abuse Act (settlement payments) S 1556/HR 1820, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act HR 2138, Invest in America Act (R&D credit) HR 2776, Renewable Energy and Energy Conservation Tax Act HR 3056, Tax Collection Responsibility Act S 2242, Farm Bill (tax title) HR 5351, Renewable Energy and Energy Conservation Act HR 5719, Taxpayer Assistance and Simplification Act HR 5720, Housing Assistance Tax Act HR 3221, Foreclosure Prevention Act HR 2419, Food and Energy Security Act HR 3996, Tax Increase Prevention Act HR 2881, Aviation Investment and Modernization Act S 2209, R&D credit HR 6049, extenders HR 6081, Heroes Earnings Assistance and Relief Tax Act

Client expense: $790,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Health care reform proposals; ERISA preemption, health information technology; domestic partner health plans; health savings accounts; genetic nondiscrimination; Medicare Advantage plans, retiree health; funding for quality research; ESRD Medicare payments; mental health parity; HR 1820/S 1556 Tax Equity for Health Plan Beneficiaries Act; S 1848 Trade & Globalization Adjustment Assistance Act; HR 493/S 358 Genetic Information Nondiscrimination Act; HR 5442, Trust Act (HIT); S 1693, Wired for Health Care Quality Act; HR 3800, Promoting Health Information Technology, S 2662/HR 5480, Medicare Funding Act; HR 3162 Children's Health and Medicare Protection Act; HR 1424/S 558 Mental Health Parity; S 1753 Healthy Workforce Act; HR 853 Wellness and Prevention Act; HR 4296, E-Meds Act; HR 6143, retiree health

Client expense: $790,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Federal Railroad Administration, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Surface Transportation Board (STB), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Tax Equity for Health Plan Beneficiaries Act (HR 1820); Tax Equity for Domestic Partner and Health Plan Beneficiaries Act (S 1556); National Employee Savings & Trust Equity Guarantee Act (NESTEG).

Client expense: $380,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Defense, Dept of (DOD), Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Natl Institutes of Health (NIH), Office of Special Counsel, SENATE, State, Dept of (DOS), Treasury, Dept of, White House Office

H.R. 1424 - Paul Wellstone Mental Health & Addiction Equity Act of 2007; provisions relating to employer health benefit requirements H.R. 1693 Wired for Health Care Quality Act; provisions relating to employer health benefit plans and health information H.R. 1753 Healthy Workforce Act; tax provisions relating to business wellness pgms H.R. 1820 - Tax Equity for Health Plan Beneficiaries Act; entire bill H.R. 3363 - Long-Term Care Affordability and Security Act; entire bill H.R. 3800 - Promoting Health Information Technology Act; provisions relating to employee health benefit plans H.R. 4848 - A bill to extend the current application of mental health parity law for one year through 2008; entire bill H.R. 6357 - Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The PRO (TECH)T Act of 2008; provisions relating to use of health information S. 558 Mental Health Parity Act; entire bill S. 1556 - Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; entire bill S. 1693 - Wired for Health Care Quality Act; provisions relating to HIPAA and employer health benefit plans S. 2337 - Long-Term Care Affordability and Security Act; entire bill

Client expense: $210,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.3685 To prohibit employment discrimination on the basis of sexual orientation. S.1556 A bill to amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage to designated plan beneficiaries of employees, and for other purposes. H.R.1820 To amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage for employees' spouses and dependent children to coverage provided to other eligible designated beneficiaries of employees. H.R.3195 To restore the intent and protections of the Americans with Disabilities Act of 1990. S.1881 A bill to amend the Americans with Disabilities Act of 1990 to restore the intent and protections of that Act, and for other purposes.

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1246 Military Readiness Enhancement Act H.R. 2015/H.R. 3685 Employment Non-Discrimination Act S. 1556/H.R. 1820 Tax Equity for Health Plan Beneficiaries H.R. 3195 ADA Amendments Act Zero Tolerance policies Black Youth Resiliency Interracial Adoptions Foster Care/Guardian Ad Litem

Client expense: $165,660 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), Education, Dept of, Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Homeland Security, Dept of (DHS), Indian Health Service, Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Institute on Alcohol Abuse & Alcoholism (NIAA), Natl Institutes of Health (NIH), Natl Science Foundation (NSF), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA), White House Office