Social Security Lock-Box Act of 2007

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund. The issue to invest the annual surplus of the Trust fund in marketable interest bearing obligations of the United States and certificates of deposits in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust Funds from the public debt. HR 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. S 302 Social Security Lock Box. Legislation to establish a procedure to safeguard the Social Security Trust Fund. The issue to require a detailed proposal for Social Security Reform legislation before any moneis from the Trust Fund could be used by Congress for budget items.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust fund by requiring investments of the annual surplus of the fund and protect the fund from th epublic debt limit. The issue of ivesting the surplus rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducting taxes on Social Security benefits. H.R.1090 Social Security Guarantee Plus Act. Legilsation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish the safeguarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Social Security reform before any monies for the Social Security Trust fund could be used by Congress for budget items.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security/Women and Small Businesses. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. Pension Security/National Economic Downturn. H.R. 3361, S. 1974, H.R. 7327: provisions easing pension funding requirements for companies, granting seniors a temporary reprieve from required withdrawals from their tax-advantaged investment accounts, and improving spousal pension protections (extending tier two railroad retirement benefits to surviving former spouses). National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund. The issue to invest the annual surplus of the Trust Fund in marketable interest bearing obligations of the United States and certificates of depositi in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust funds from the public debt. H.R. 192 Social Secuirty Beneficiary Tax Reduction Act. Legislation to amend the Interanl Revenue Code of 1986 to repeal the 1993increase in taxes on Social Secuirty Benefits. The issue of reducing taxes on Social Security Benefits. S. 302 Social Security Lock Box. Legislation to establish a rocedure to safeguard the Social Security Trust Fund. The isse to require a detailed proposal for Social Security Reform legislation before any monies for the Trust fund could be used by Congress for budget items.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Secuirty Trust Fund by requiring investments of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplus rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their familites while restoring long-term Social Security solvency,. The issue of personal Social Secuirty guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish the safeguarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Social Secuirty reform before any monies for the Social Security Trust Fund culd be used by Congress for budget items.

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

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits: proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

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

In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 332, S.43; In support of Social Security Notch Reform: H.R. 368, S.Res. 363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S 898, S.897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Secruity Trust Fund. The issue to invest the annual surplus of the Trust Fund in marketable interest bearing obligations of the United States and certificates of deposit in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust funds from the public debt. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the the Internal Reveneue Code of 1986 to repeal the 1993 increase in taxes on Social Security Benefits. The issue of reducing taxes on Social Security Benefits. S. 302 Social Security Lock Box. Legislation to establish a procedure to safeguard the Social Security Trust Fund. The issue to require a detailed proposal for Social Secuirty Reform legislation before any monies for the Trust Fund could be used by Congress for budget items.

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

Government targets: HOUSE OF REPRESENTATIVES

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund by recquiring investments of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplus rather than borrowing from in. H.R. 219 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes of Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Internal Revenue Code of 1986 to preserve and strengthen the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all worker and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarantee accounts. S. 302 Social Security Lock Box. Legislation to establish safeduarding of the Social Security Trust Fund. The issue of requiring Congress to establish a detailed proposal for Soical Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.

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

In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 18, S.43, H.R. 332; In support of Social Security Notch Reform: H.R. 368, S.Res. 363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S. 898, S. 897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

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

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, H.R. 6110, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Unnumbered proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security Notch Reform: H.R. 368, H.R. 287, H.R. 288, Anti-Totalization: H.Res 22, H.R. 190, H.R. 709, H. Res. 18, S. 43, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, S. 898, S. 897, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 735, S. 302

Client expense: $50,000 · Firm income: Not reported

In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 18, S. 43, H.R. 332; In support of Social Security Notch Reform: H.R. 368, S.Res.363; In support of Consumer Price Index for the Elderly: H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S. 898, S.897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.S. 206, H.R. 735, S. 302

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

Social Security Notch Reform: H.R. 268, H.R. 287, H.R. 288, Anti-Totalization: H.Res 22, H.R. 190, H.R. 709, H. Res. 18, S. 43, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, S. 898, S. 897, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, HS. 206, H.R. 735, S. 302

Client expense: $50,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

- Food and Energy Security Act of 2007 (H.R. 2419/S. 302) - supported

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

Government targets: Council on Environmental Quality (CEQ), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Oceanic & Atmospheric Administration (NOAA), SENATE, State, Dept of (DOS), U.S. Agency for International Development (USAID), U.S. Fish & Wildlife Service (USFWS)

Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provisions. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security/Cost-of-Living-Adjustments. H.R. 1953, H.R. 2032, H.R. 4807, S. 2501, H.R. 5317: provisions pertaining to the development of a Consumer Price Index to reflect senior spending; the impact of Medicare premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels; and amending the Congressional Budget Act of 1974 making it out of order for Congress to reduce Social Security benefits or cost-of-living increases. Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Pension Security. H.R. 5543, S. 1288, S. 1725: provisions affecting the protection of pension benefits and the retirement security of women and small business owners. National Senior Volunteer Corps. H.R. 2857, H.R. 5563: provisions pertaining to reauthorizing national and community service programs benefiting older Americans.

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

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the social Security Trust Fund. The issue to invest the annual surplus of the trust Fund in marketable interest bearing bligations of the United States and certificates of deposit in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust Funds for the public debt. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Interanl Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. S. 302 Social Security Lock Box. Legislation to establish a procedure to safeguard the Social Secruity Trust Fund. The issue to require a detailed proposal for Social Security Reform legislation before any monies for the Trust Fund could be used by Congress for budget items.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 219 Social Security Preservation Act. Legislation to amend Title II of the Social Security Act to ensure the integrity of the Social Security Trust Fund by requiring investment of the annual surplus of the fund and protect the fund from the public debt limit. The issue of investing the surplous rather than borrowing from it. H.R. 192 Social Security Beneficiary Tax Reduction Act. Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. H.R. 1090 Social Security Guarantee Plus Act. Legislation to amend the Social Security Act and the Interanal Revenue Code of 1986 to preserve and strenghten the Social Security Program by creating personal Social Security guarantee accounts which would ensure full benefits for all workers and their families while restoring long-term Social Security solvency. The issue of personal Social Security guarnatee accounts. S. 302 Social Security Lock Box. Legislation to establish safeguarding of the Social Security Turst Fund. The issue of requiring Congress to establish a detailed proposal for Social Security reform before any monies for the Social Security Trust Fund could be used by Congress for budget items.

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

Social Security/Private Accounts. H.R. 1090, H.R. 2002, H.R. 4181, S. 2765, S.Amdt. 4328: provisions to establish Social Security private accounts. Social Security/Trust Funds. H.R. 4338, S. 302, H.R.219, H.R. 581, H.R. 4664, H.R. 1353: provisions relating to the establishment of a procedure safeguarding the Social Security Trust Funds; the investment of Social Security trust funds; and the budgetary treatment of Social Security trust funds. Social Security Benefits. Proposals relating to Social Security widows and spousal benefits; the minimum benefit; and the Medicare 24-month waiting period for disability benefits. Social Security/Government Pension Offset. H.R. 82, S. 206, H.R. 726, H.R. 2772, H.R. 2988, S. 1254, S. 1647: proposals to modify or repeal the government pension offset and windfall elimination provision.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) H.R. 4338, S. 302, S.Amdt. 483: establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: provisions pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending. 5) H.R. 4807, S. 2501: limiting the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. 6) Docket No. SSA-2007-0044: proposed regulatory changes to the Social Security Administrations Administrative Law Judge, Appeals Council, and Decision Review Board appeals levels. 7) H.R. 4664: to provide for investment of the Social Security surplus. 8) H.R. 2772, S. 1647 (Public Servant Retirement Protection Act): elimination of the current-law Windfall Elimination Provision for those first entering non-Social Security covered employment and establishment of a new formula for the treatment of non-covered earnings in determining Social Security benefits. Social Security Private Accounts. 1) H.R. 1090; H.R. 2002, H.R. 4181, S.Amdt. 489: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security trust funds. 3) H.R. 219, H.R. 581: provisions relating to the investment of Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: to amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Social Security and Immigration. S.Amdt. 2355 to H.R. 2669: Social Security amendment to the College Cost Reduction Act of 2007 requiring the Social Security Administration to re-determine Social Security coverage of any "individual who is not a natural-born United States citizen" on a quarter-by-quarter basis. Pension Security. 1) S. 1288: increasing the retirement security of women and small business owners. 2) S. 1725: improving the protection of pension benefits. Technical corrections related to the Pension Protection Act of 2006. 1) S. 1974, H.R. 3361, H.R. 3868: extending the effective date on the single employer funding provisions. 2) H.R. 4839, H.R. 4195, S. 2374: pertaining to the Pension Protection Act of 2006s provisions on exempt organizations.

Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) S. 302: establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: pertaining to Social Security cost-of-living adjustments and mandating the development of a new Consumer Price Index to reflect senior spending. 5) No legislation: Advocating for legislation to be drafted and considered pertaining to the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. Social Security Private Accounts. 1) H.R. 1090, H.R. 2002: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security Trust Funds. 3) H.R. 219, H.R. 581: provisions relating to investing the Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: amending the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Pension Security. 1) S. 1288: to increase the retirement security of women and small business owners. 2) S. 1725: to improve the protection of pension benefits.

Client expense: $4,860,000 · Firm income: Not reported

In support of Social Security Notch Reform: H.R. 368, H.R. 287, H.R. 288; In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. H.Res. 18, S. 43, H.R. 332; In support of Consumer Price index for the Elderly (CPI-E): H.R. 2032, H.R. 1953; In support of Alzheimer's Research Funding: H.R. 1550, S. 898, S. 897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.S. 206, H.R. 735, S. 302

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

In support of Social Security Notch Reform: H.R. 368, H.R. 287, H.R. 288; In support of Anti-Totalization: H.Res. 22, H.R. 190, H.R. 709, H.Res. 18, S. 43, H.R. 332; In support of Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953; In support of Alzheimer's Funding: H.R. 1550, S. 898, S. 897; In support of Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.R. 206, H.R. 735, S. 302

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Energy Policy Reform and Revitalization Act of 2007 (H.R. 2337) - supported Clean Energy Act of 2007 (H.R. 6) - supported Food and Energy Security Act of 2007 (H.R. 2419/S. 302) - supported

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

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Natl Oceanic & Atmospheric Administration (NOAA), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Agency for International Development (USAID), U.S. Fish & Wildlife Service (USFWS), U.S. Forest Service, U.S. Trade Representative (USTR)

Social Security Notch Reform: H.R. 268, H.R. 287, H.R. 288, Anti Totalization: H.Res 22, H.R. 190, H.R. 709, H.Res. 18, S. 43, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, S. 898, S. 897, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, H.S. 206, H.R. 735, S. 302

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 2419 & S. 302 - Farm, Nutrition, and Bioenergy Act of 2007

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: provisions pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending. 5) H.R. 4807, S. 2501: limiting the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. 6) Docket No. SSA-2007-0044: proposed regulatory changes to the Social Security Administration’s Administrative Law Judge, Appeals Council, and Decision Review Board appeals levels. 7) H.R. 4664: to provide for investment of the Social Security surplus. 8) H.R. 2772, S. 1647 (Public Servant Retirement Protection Act): elimination of the current-law Windfall Elimination Provision for those first entering non-Social Security covered employment and establishment of a new formula for the treatment of non-covered earnings in determining Social Security benefits. Social Security Private Accounts. 1) H.R. 1090; H.R. 2002, H.R. 4181, S.Amdt. 489: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security trust funds. 3) H.R. 219, H.R. 581: provisions relating to the investment of Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: to amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Social Security and Immigration. S.Amdt. 2355 to H.R. 2669: Social Security amendment to the College Cost Reduction Act of 2007 requiring the Social Security Administration to re-determine Social Security coverage of any "individual who is not a natural-born United States citizen" on a quarter-by-quarter basis. Pension Security. 1) S. 1288: increasing the retirement security of women and small business owners. 2) S. 1725: improving the protection of pension benefits. Technical corrections related to the Pension Protection Act of 2006. 1) S. 1974, H.R. 3361, H.R. 3868: extending the effective date on the single employer funding provisions. 2) H.R. 4839, H.R. 4195, S. 2374: pertaining to the Pension Protection Act of 2006’s provisions on exempt organizations. Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) H.R. 4338, S. 302, S.Amdt. 483:

H.R. 192 Social Security Beneficiary Tax Reduction Act . Legislation to amend the Internal Revenue Code of 1986 to repeal the 1993 increase in taxes on Social Security benefits. The issue of reducing taxes on Social Security benefits. S. 302 Social Security Lock Box of 2007. Legislation to establish a procedure to safeguard the Social Security Trust Funds. The issue to require a detailed proposal for Social Security Reform legislation before any monies for the Trust Fund could be used by Congress for budget items. H.R. 219 Social Security Preservation Act. Legislation to amend title II of the Social Security Act to ensure the intergirty of the Social Security Trust Fund. The issue to invest the annual surplus of the Trust Fund in marketable interest bearing obligations of the United States and certificates of deposit in institutions insured by the Federal Deposit Insurance Corporation and to protect the Trust Funds from the public debt limit.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, White House Office

Social Security Notch Reform: H.R. 268, H.R. 287, H.R. 288, Anti-Totalization: H.Res 22, H.R. 190, H.R. 709, H. Res. 18, S. 43, H.R. 332, Consumer Price Index for the Elderly (CPI-E): H.R. 2032, H.R. 1953, Alzheimers Funding: H.R. 1550, S. 898, S. 897, Social Security Protection: H.R. 82, H.R. 138, H.R. 136, H.R. 1353, HS. 206, H.R. 735, S. 302

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: pertaining to Social Security cost-of-living adjustments and mandating the development of a new Consumer Price Index to reflect senior spending. 5) No legislation: Advocating for legislation to be drafted and considered pertaining to the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. Social Security Private Accounts. 1) H.R. 1090, H.R. 2002: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security Trust Funds. 3) H.R. 219, H.R. 581: provisions relating to investing the Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: amending the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits. Pension Security. 1) S. 1288: to increase the retirement security of women and small business owners. 2) S. 1725: to improve the protection of pension benefits. Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) S. 302: establishing a

Client expense: $4,860,000 · Firm income: Not reported