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2008 · fourth_quarter · Medicare/Medicaid
Ending the Medicare Disability Waiting Period Act, H 154, S 2101 to end Medicare's 24-month waiting period. Medicare Improvements for Patients & Providers Act of 2008 , HR 6331, and related bills, HR 6252, S 3118, including provisions to fix the physician payment rate, delay Medicare competitive bidding for durable medical equipment and exempt complex rehabilitation from competitive bidding altogether -- because of impacts on people who need wheelchairs and other durable medical equipment. cont. S. 3327 - to improve the state plan option under Medicaid providing for home & community-based services -- cjamges tje home and community-based services option in the 2005 Deficit Reduction Act to allow more people to access these services. HR 1845 & S. 6252 - Medicare DMEPOS Competitive Acquisition Reform Act of 2007 regarding competitive bidding for durable medical equiptment. HR 1809/ S 2103 -- Medicare Independent Living Act -- to reverse Medicare regulations and policies that restrict payment for power mobility devices (wheelchairs) to those needed "in the home" rather than in the community -- such as for going to work, school, grocery shopping, medical appointments, places of worship and to accompany childred to school and activities. HR 1621/ S 799 - Community Choice Act of 2007 -- to support Medicaid coverage of community based services such as personal care, activities of daily living, etc. HR 1279 -- Direct Support Professional's Fairness & Security Act -- to support equalization of wages between privately and publicly employed direct support professionals. Community Living Assistance and Supports, CLASS Act S. 1758, Senators Edward Kennedy (D-MA) and Tom Harkin (D-IA) H.R. 3001, Reps. Frank Pallone (D-NJ) and John Dingell (D-MI) Both bills provide for a cash benefit to help obtain services and support. They would establish a national insurance plan to be financed by voluntary payroll deductions to provide benefits to adults who become severely functionally impaired. Participants would not be required to impoverish themselves in order to qualify for benefits. Center for Medicare and Medicaid Services (CMS) -- oppose the Rhode Island 1115 Waiver application that would essentially block grant Medicaid to Rhode Island -- which would jeopardize Medicaid services. Discussions with senior CMS officials about what will be happening with competitive bidding following enactment of HR 6331 that delayed competitive bidding temporarily and exempted complex rehabilitation from competive bidding altogether. Discussions about possible future legislation in the 111th Congress regarding: - physician payment rate - Medicare competitive bidding for durable medical equipment - make permanent some of the temporary delays/moratoria that were included in HR 6331 and related bills - seek permanent repeals of Medicaid rules that were delayed by legislation (e.g. enactment of HR 5613) - increasing the federal share of Medicaid (known as FMAP) including increased FMAP for direct support workers.
Client expense: $50,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA)
2008 · fourth_quarter · Medicare/Medicaid
Medicare inpatient and outpatient hospital payments; Medicaid payments; H.R. 1177 and S. 2381 Sole Community Hospital Preservation Act of 2007, all provisions to amend title XVIII of the Social Security Act to extend and improve protections for sole community hospitals under the Medicare Program; H.R. 2159 and S. 630 Rural Health Services Preservation Act of 2007, all provisions to amend part C of title XVIII of the Social Security Act to provide for a minimum payment rate by Medicare Advantage organizations for services furnished by a critical access hospital and a rural health clinic under the Medicare Program; H.R. 1105 and S. 458 Physician Pathology Services Continuity Act of 2007, all provisions to amend title XVIII of the Social Security Act to provide for the treatment of certain physician pathology services under the Medicare Program; H.R. 2050 Medicaid Emergency Psychiatric Care Act of 2007, all provisions to amend title XIX of the Social Security Act to permit States to obtain reimbursement under the Medicaid Program for care or services required under the Emergency Medical Treatment and Active Labor Act that are provided in a nonpublicly owned or operated institution for mental diseases; H.R. 2860 Health Care Access and Rural Equity (H-CARE) Act of 2007, all provisions related to TITLE I--MEDICARE HOSPITAL SERVICES, including Sec. 101. Fairness in the Medicare disproportionate share hospital (DSH) adjustment for rural hospitals, Sec. 102. Treatment of Medicare hospital reclassifications, Sec. 103. Critical access hospital improvements, Sec. 104. Rebasing for sole community hospitals, Sec. 105. Establishment of rural community hospital (RCH) program and Sec. 106. Hold harmless through 2012 for small rural hospitals and sole community hospitals under the prospective payment system for hospital outpatient department services under the Medicare program; S. 1277 Critical Access to Clinical Lab Services Act of 2007, all provisions to amend title XVIII of the Social Security Act to clarify the treatment of payment under the Medicare program for clinical laboratory tests furnished by critical access hospitals; H.R. 3057 Medicare Long-Term Patient Safety and Improvement Act of 2007, all provisions related to the steps to develop and implement criteria to differentiate long-term care hospitals from other post-acute care settings; H.R. 3453 The Community Clinical Laboratory Fairness in Competition Act of 2007, all provisions related to the Medicare competitive bidding demonstration project for clinical laboratory services; H.R. 5613 Protecting the Medicaid Safety Net Act of 2008, all provisions to extend certain moratoria and impose additional moratoria on certain Medicaid regulations through April 1, 2009; S. 2819 Economic Recovery in Health Care Act,to enact moratoria on the Medicaid and CHIP regulations issued by the Administration over the last year and to provide targeted state fiscal relief; H.R. 4105 Medicare Recovery Audit Contractor Program Moratorium Act of 2007, all provisions relating to impose a moratorium on the use of recovery audit contractors under the Medicare Integrity Program; S. 1605 Craig Thomas Rural Hospital and Provider Equity Act of 2007 all provisions To amend title XVIII of the Social Security Act to protect and preserve access of Medicare beneficiaries in rural areas to health care providers under the Medicare program, and for other purposes; H.R. 615 Puerto Rico Medicare Reimbursement Act 2005, all provisions to increase of the Federal share of Medicare beneficiaries to 100% reimbursement for inpatient services; H.R. 5901Eliminating Disparities in Breast Cancer Treatment Act of 2008, to amend title XVIII of the Social Security Act to eliminate contributing factors to disparities in breast cancer treatment through the development of a uniform set of consensus-based breast cancer treatment performance measures for a 6-year quality reporting system and value-based purchasing system under the Medicare Program; H.R. 5721Strengthening the Safety Net Act of 2008, to amend title XIX of the Social Security Act to provide for a DSH redistribution pool from unexpended Medicaid DSH allotments in order to increase Medicaid DSH allotments for low DSH States and to provide grants for health access networks serving the uninsured; H.R. 2642 Supplemental Appropriations Act of 2008, Title V Medicaid Provisions, all sections related to Medicaid Rules Moratorium, banning physician self-referral and August 17th directive (contained in domestic spending amendment); Section 1011 (MMA, P.L. 108-173) Medicare Modernization Act, two year extension; H.R. 5998 Protecting Children's Health Coverage Act of 2008, to nullify any effectiveness of the August 17, 2007, State health official letter issued by the Centers for Medicare & Medicaid Services; H.R. 5953 and S. 2962 MediFair Act of 2008, to amend title XVIII of the Social Security Act to improve the provision of items and services provided to Medicare beneficiaries residing in rural areas; S. 3116 Outpatient Mental Health Modernization Act of 2008, to amend title XVIII of the Social Security Act to stabilize and modernize the provision of partial hospitalization services under the Medicare program, and for other purposes; S. 3118 Preserving Access to Medicare Act of 2008, to amend titles XVIII and XIX of the Social Security Act to preserve beneficiary access to care by preventing a reduction in the Medicare physician fee schedule, to improve the quality of care by advancing value based purchasing, electronic health records, and electronic prescribing, and to maintain and improve access to care in rural areas, and for other purposes; H.R. 6212 and S. 3101 Medicare Efficiency and Development of Improvement of Care and Services Act (MEDICS Act) of 2008 and H.R. 6331 Medicare Improvements for Patients and Providers Act of 2008, to amend titles XVIII and XIX of the Social Security Act to extend expiring provisions under the Medicare Program, to improve beneficiary access to preventive and mental health services, to enhance low-income benefit programs, and to maintain access to care in rural areas, including pharmacy access, and for other purposes; H.R. 6091Save Medicare Act of 2008, to amend title XVIII of the Security Act to preserve access to physicians' services under the Medicare Program; S. 3164 Seniors and Taxpayers Obligation Protection Act of 2008, to amend title XVIII of the Social Security Act to reduce fraud under the Medicare program; H.R. 6912 and S. 3300 Rural Hospital Assistance Act of 2008, to amend title XVIII of the Social Security Act to provide for temporary improvements to the Medicare inpatient hospital payment adjustment for low-volume hospitals and to provide for the use of the non-wage adjusted PPS rate under the Medicare-dependent hospital (MDH) program, and for other purposes; S. 3327 Empowered at Home Act of 2008, to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community-based services under the Medicaid program, and for other purposes; H.R. 6394 Border Health Care Relief Act of 2008, to amend the Medicare Prescription Drug, Improvement, and Modernization Act of 2003 to extend Federal reimbursement of emergency health services furnished to undocumented aliens, and for other purposes; S. 3367, to amend title XVIII of the Social Security Act to revise the timeframe for recognition of certain designations in certifying rural health clinics under the Medicare program; S. 3656 and H.R. 7241 Preserving Access to Healthcare (PATH) Act of 2008, a bill to preserve access to healthcare under the Medicare and Medicaid programs. The sections related to the Medicare indirect medical education adjustment factor and the delay in implementation of Medicaid outpatient hospital services regulation; S. 1595 Critical Access Hospital Flexibility Act of 2007, all provisions to amend title XVIII of the Social Security Act to provide flexibility in the manner in which beds are counted for purposes of determining whether a hospital may be designated as a critical access hospital under the Medicare program; S. 2853, to amend title XVIII of the Social Security Act to remove the cap on disproportionate share adjustment percentages for certain rural hospitals; H. R. 7067 Quality FIRST (From Incentives, Reporting, Standards, and Technology) Act of 2008, to amend title XVIII of the Social Security Act to expand the development of quality measures for inpatient hospital services, to implement a performance-based payment methodology for the provision of such services under the Medicare Program; H. R. 6966 and S. 3582 Safeguarding Our Hospitals' Futures Act of 2008, all provisions to require continued application of budget neutrality on a national basis in calculation of the Medicare urban hospital wage floor.
2008 · fourth_quarter · Medicare/Medicaid
The Direct Support Professional Fairness and Security Act of 2007 (H.R. 1279)--supported bill Discussed with Senate staff possible introduction of a Direct Support Professional bill Community Living Assistance Services and Supports Act of 2007 (S 1758 and H.R. 3001)--supported bill To provide for a temporary increase in the Federal Medical Assistance Percentage, and for other purposes--supported FMAP increase (H.R. 5268) A bill to provide a temporary increase in Federal Medical Assistance Percentage and fiscal relief to states--supported FMAP increase and state fiscal relief (S. 2586) Community Choice Act of 2007: Amends title XIX (Medicaid) of the Social Security Act (SSA) to require state Medicaid plan coverage of community-based attendant services and supports for certain Medicaid-eligible individuals. (S. 799 and H.R. 1621)--supported bill Empowered at Home Act of 2008: aimed at removing existing barriers to the new Medicaid Section 1915(i) HCBS benefit, strengthening HCBS services in order to prevent or decrease the likelihood of institutionalization, provide state assistance to facilitate HCBS services, improve purchase of long term care, and improve CMS collection of state data regarding number of individuals, expenditures, types of services, and waiting lists. S. 3327 would increase income eligibility from current 150% of FPL to 300% of SSI; eliminate option to waive statewideness; expand scope of services to include "other services", and eliminate option to limit number of eligible individuals and extends time period for eligibility (S. 3327)--supported bill
Client expense: $44,500 · Firm income: Not reported
2008 · fourth_quarter · Medicare/Medicaid
PL 108-173, Medicare Prescription Drug, Improvement & Modernization Act of 2003, all provisions relating to the establishment of a new Part D voluntary prescription drug Benefit program, Medicare coverage of care coordination services for individuals with chronic conditions and eliminating the two-year wiating period for Medicare coverage for people under age 65 with disabilities. HR6331 Medicare Improvements for patients and providers Act of 2008 - all provisions related to beneficiary improvements. S2499, Medicare, Medicaid and SCHIP extension act of 2007 - all provisions relating to Medicare and establishing a Medicare Chronic Care Demonstration Program S.3327/H.R. 7212, Empowered at Home Act of 2008, a bill to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community based services under the Medicaid Program, ond for other purposes. S.2102/H.R. 154, Ending the Medicare Disability Waiting Period Act of 2007, a bill to amend Title II of the Social Security Act to phase out the 24-month wating period for disabled individuals to become eligible for Medicare benefits to eliminate the waiting period for individuals with life threatening conditions, and for other purposes.
Client expense: $40,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE
2008 · fourth_quarter · Taxation/Internal Revenue Code
See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. S. 3289, "To Permanently Extend the Estate Tax as in Effect in 2009". S. 3327, "Empowered at Home Act of 2008", provision allowing tax deductino for a certain percentage of long-term care premiums. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 1424, Division C, "Tax Extenders and Alternative Minimum Relief Act of 2008", Section 301C, subpart F: income extended through 2009) and Section 403, mutual fund cost basis reporting requirements- - became Public Law No. 110-343. H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". H.R. 6499, "Sensible Estate Tax Act of 2008". H.R. 7060, "Renewable Energy and Job Creation Act of 2008", Section 403, Broker Reporting of Customer Basis in Securities Transactions. IRS Notice 2008-18 (1/13/08) - Life Insurance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.
Client expense: $4,910,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA)
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,030,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2008 · fourth_quarter · Retirement
See attachment. RET Fourth Quarter Report 2008 H.R. 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage.
Client expense: $1,700,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S 2337/HR 3363 Long-Term Care Affordability and Security Act - Discussed consumer protections for LTC insurance. S 1070/HR 1783 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation, strategy for how they might both move forward next year. S 3327/HR 7212 - Empowered at Home Act - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid and other improvements to bill. Also lobbied in support of the bill. HR 7110/S 3604 Job Creation and Unemployment Relief Act - Lobbied for FMAP funding. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries, and promote e-prescriptions in medicare (no bill number). S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641 Nursing Home Transparency and Improvement Act and HR 7128 Nursing Home Transparency and Quality of Care Improvement Act - Discussed the bill and provided suggestions for changes to the bill, nursing home quality and proposed five star rating system cms; poor performing nursing homes, family caregiving initiative, nursing home compliance guidelines, Home Health CAHPS, LTC Partnership Program (under Medicaid data reporting requirements), LTC Quality Alliance. To build support and obtain sponsors for Medicaid Family Caregiver Assessment Demonstration proposal (no bill number). Discussion and input on legislation to improve the health/LTC workforce and support family caregivers (no bill number). Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives (no bill number). HR 7114/S3613 Independence at Home Act/Chronic Care Coordination - Lobbied on and support for legislation to provide chronic care coordination services to certain Medicare beneficiaries. S 3101/HR 6331 Medicare Improvements for Patients and Providers Act of 2008 - Discussed implementation to help improve Medicare. Lobbied for appeal notices for Medicare beneficiaries in Medicare Advantage plans (no bill number). S 1102 Part D Equity for Low-Income Services - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 Prescription Coverage Now Act - Lobbied for legislation to increase Medicare Part D LIS asset limits. HR 6033 - Discussed provisions of Home-Based Health Services Job Training and Caregiving Act and ways to improve bill.
Client expense: $6,870,000 · Firm income: Not reported
Government targets: Administration on Aging, Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · fourth_quarter · Medicare/Medicaid
H.R. 1809, Medicare Independent Living Act of 2007, provisions that assist persons with disabilities. S. 1799 and H.R. 1621, Community Choice Act, provisions providing independence for individuals with disabilities. P.L. 109-171, implementation of the Deficit ReductionAct, provisions dealing with Medicaid. S. 2499, Medicare, Medicaid and SCHIP Extension Act of 2007. P.L. 110-252, Protecting the Medicaid Safety Net Act of 2008, sections pertaining to moratoria on Centers for Medicare and Medicaid Services rehabilitation option, case management and school based services/transportation regulations. H.R. 6331, Medicare Improvements for Patients and Providers Act of 2008. S. 2819, Economic Recovery in Health Care Act of 2008, same as above as well as provision to impose a moratoria on SCHIP directive and provisions to provide state fiscal relief. S.Con.Res. 70 and H.Con.Res. 312, FY 2009 Budget Resolutions, provisions dealing with Medicaid reserve funds. Legislation dealing with direct support worker issues. Implementation of Medicaid Section 1917 (d) regarding trusts and transfer of asset rules. S.3327, the Empowered at Home Act of 2008 to amend the Medicaid Section 1915 (i) Home and Community Based Services Option. Efforts to elminate the 24-month waiting period for Medicare. Implementation of the Olmstead decision regarding community integration. Health Care Reform. Federal Medical Assistance Percentage (FMAP increase.
Client expense: $30,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Election Assistance Commission (EAC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Council on Disability, Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · fourth_quarter · Taxation/Internal Revenue Code
S.46, the Affordability in the Individual Market (AIM) Act of 2007 H.R. 914, the Tax Equity and Affordability (TEA) Act of 2007 S.397, the Tax Equity and Affordability (TEA) Act of 2007 S.1019, the Universal Health Care Choice and Access Act of 2007 H.R. 2302, the Health Insurance Affordability Act of 2007 S.334, the Healthy Americans Act of 2007 S.1809, the Long-Term Care Act of 2007 H.R. 3088, the Long-Term Care Act of 2007 S.1758, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3001, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3234, the HSA Improvement & Expansion Act of 2007 H.R. 3360, the Equity for Our Nations Self-Employed Act of 2007 S.2239, the Equity for Our Nations Self-Employed Act of 2007 S.1038, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 1748, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 245, the Personal Health Investment Today (PHIT) Act of 2007 H.R. 5719, the Taxpayer Assistance and Simplification Act, Sec. 17 S.2795, the Small Business Health Options Program (SHOP) Act H.R. 6210, the Small Business Health Options Program (SHOP) Act S.2818, the Small Business Health Plans Act H.R. 6110, the Roadmap for Americas Future Act, Titles I, II (except Part 5) and III S. 3365, the Long-Term Care Family Accessibility Act H.R. 6582, the Small Business CHOICE Act S. 3327, the Empowerment at Home Act of 2008 Comments on draft legislation requiring W-2 Form reporting of employer-provided health care cost
Client expense: Not reported · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Health Issues
S.46, the Affordability in the Individual Market (AIM) Act of 2007 H.R. 914, the Tax Equity and Affordability (TEA) ACT of 2007 S.397, the Tax Equity and Affordability (TEA) Act of 2007 S.1019, the Universal Health Care Choice and Access Act of 2007 H.R. 2302, the Health Insurance Affordability Act of 2007 S.334, the Healthy Americans Act of 2007 S.1298, the Healthy Businesses, Healthy Workers Reinsurance Act of 2007 S.1809, the Long-Term Care Act of 2007 H.R. 3088, the Long-Term Care Act of 2007 S.1758, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3001, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3234, the HSA Improvement & Expansion Act of 2007 H.R. 3360, the Equity for Our Nations Self-Employed Act of 2007 S.2239, the Equity for Our Nations Self-Employed Act of 2007 S.1038, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 1748, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 245, the Personal Health Investment Today (PHIT) Act of 2007 H.R. 4460, the Health Care Choice Act of 2007 S.2477, the Health Care Choice Act of 2007 FY2009, Labor Health & Human Services, Education & Related Agencies Appropriations, State High Risk Pool Grants Program H.R. 5719, the Taxpayer Assistance and Simplification Act, Sec. 17 S.2795, the Small Business Health Options Program (SHOP) Act H.R. 6210, the Small Business Health Options Program (SHOP) Act S.2818, the Small Business Health Plans Act H.R. 6331, the Medicare Improvements for Patients and Providers Act, Sec. 103 H.R. 6110, the Roadmap for Americas Future Act, Titles I, II (except Part 5) and III H.R. 758, the Breast Cancer Patient Protection Act, Sec. 7 S. 3365, the Long-Term Care Family Accessibility Act H.R. 6582, the Small Business CHOICE Act H.R. 6015, the Hospital and ASC Price Disclosure and Litigation Act of 2008 S. 3327, the Empowerment at Home Act of 2008 Comments on draft legislation requiring W-2 Form reporting of employer-provided health care cost
Client expense: Not reported · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Insurance
S.46, the Affordability in the Individual Market (AIM) Act of 2007 H.R. 914, the Tax Equity and Affordability (TEA) Act of 2007 S.397, the Tax Equity and Affordability (TEA) Act of 2007 S.1019, the Universal Health Care Choice and Access Act of 2007 H.R. 2302, the Health Insurance Affordability Act of 2007 S.334, the Healthy Americans Act of 2007 S.1298, the Healthy Businesses, Healthy Workers Reinsurance Act of 2007 S.1809, the Long-Term Care Act of 2007 H.R. 3088, the Long-Term Care Act of 2007 S.1758, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3001, the Community Living Assistance Services and Supports (CLASS) Act of 2007 H.R. 3234, the HSA Improvement & Expansion Act of 2007 H.R. 3360, the Equity for Our Nations Self-Employed Act of 2007 S.2239, the Equity for Our Nations Self-Employed Act of 2007 S.1038, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 1748, the Workforce Health Improvement Program (WHIP) Act of 2007 H.R. 245, the Personal Health Investment Today (PHIT) Act of 2007 H.R. 4460, the Health Care Choice Act of 2007 S.2477, the Health Care Choice Act of 2007 FY2009, Labor Health & Human Services, Education & Related Agencies Appropriations, State High Risk Pool Grants Program H.R. 5719, the Taxpayer Assistance and Simplification Act, Sec. 17 S.2795, the Small Business Health Options Program (SHOP) Act H.R. 6210, the Small Business Health Options Program (SHOP) Act S.2818, the Small Business Health Plans Act H.R. 6331, the Medicare Improvements for Patients and Providers Act, Sec. 103 H.R. 6110, the Roadmap for Americas Future Act, Titles I, II (except Part 5) and III H.R. 758, the Breast Cancer Patient Protection Act, Sec. 7 H.R. 6582, the Small Business CHOICE Act H.R. 6015, the Hospital and ASC Price Disclosure and Litigation Act of 2008 S. 3327, the Empowerment at Home Act of 2008 Comments on draft legislation requiring W-2 Form reporting of employer-provided health care cost
Client expense: Not reported · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, Treasury, Dept of, White House Office
2008 · fourth_quarter · Retirement
HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification
Client expense: $1,472,800 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of
2008 · third_quarter · Retirement
See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.
Client expense: $830,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Medicare/Medicaid
Medicare Improvements for Patients & Providers Act of 2008, HR 6331, and related bills, HR 6252, S. 3118, including provisions to fix the physician payment rate, delay Medicare competitive bidding for durable medical equipment and exempt complex rehabilitation from competitive bidding altogether (because of impacts on popel who need wheelchairs and other durable medical equipment), provider Medicare mental health parity, delay cuts to Medicare therapies, require Medicare Part D to cover cont. certain drugs, strengthen CMS authority to require Part D plans to ensure broad coverage on prescription durg plan formularies, improve access to the Medicare Savings Program, eliminate Medicare Part D enrollment penalties, limit out-of-pocket costs for people who are qualified Medicare beneficiaries and people who are eligible for both Medicare and Medicaid (dual eligibles), simplify and align Medicare low-income assistance programs, bring outdated asset limits in line with today's cost of living, improve outreach and participation for those people currently eligible. S 3327 -- to improve the state plan option under Medicaid providing for home and community-based services -- changes the home and community-based services option in the 2005 Deficit Reduction Act to allow more people to access these services. HR 1845 & S. 6252 - Medicare DMEPOS Competitive Acquisition Reform Act of 2007 regarding competitive bidding for durable medical equiptment. HR 1809/ S 2103 -- Medicare Independent Living Act -- to reverse Medicare regulations and policies that restrict payment for power mobility devices (wheelchairs) to those needed "in the home" rather than in the community -- such as for going to work, school, grocery shopping, medical appointments, places of worship and to accompany childred to school and activities. HR 1621/ S 799 - Community Choice Act of 2007 -- to support Medicaid coverage of community based services such as personal care, activities of daily living, etc. HR 1279 -- Direct Support Professional's Fairness & Security Act -- to support equalization of wages between privately and publicly employed direct support professionals. Discussions with senior CMS officials about what will be happening with competitive bidding following enactment of HR 6331 that delayed competitive bidding temporarily and exempted complex rehabilitation from competive bidding altogether. Discussions about possible future legislation to: -- make permanent some of the temporary delays/moratoria that were included in HR 6331 and related bills -- protect the Medicaid waiver application process and require transparency on behalf of states and CMS. -- delay the Medicare 24-month waiting period -- seek permanent repeal of Medicaid rules that were delayed by legislation (e.g. enactment of HR 5613)
Client expense: $50,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE, Social Security Administration (SSA), Veterans Affairs, Dept of (VA)
2008 · third_quarter · Medicare/Medicaid
Medicare inpatient and outpatient hospital payments; Medicaid payments; H.R. 1177 and S. 2381 Sole Community Hospital Preservation Act of 2007, all provisions to amend title XVIII of the Social Security Act to extend and improve protections for sole community hospitals under the Medicare Program; H.R. 2159 and S. 630 Rural Health Services Preservation Act of 2007, all provisions to amend part C of title XVIII of the Social Security Act to provide for a minimum payment rate by Medicare Advantage organizations for services furnished by a critical access hospital and a rural health clinic under the Medicare Program; H.R. 1105 and S. 458 Physician Pathology Services Continuity Act of 2007, all provisions to amend title XVIII of the Social Security Act to provide for the treatment of certain physician pathology services under the Medicare Program; H.R. 2050 Medicaid Emergency Psychiatric Care Act of 2007, all provisions to amend title XIX of the Social Security Act to permit States to obtain reimbursement under the Medicaid Program for care or services required under the Emergency Medical Treatment and Active Labor Act that are provided in a nonpublicly owned or operated institution for mental diseases; H.R. 2860 Health Care Access and Rural Equity (H-CARE) Act of 2007, all provisions related to TITLE I--MEDICARE HOSPITAL SERVICES, including Sec. 101. Fairness in the Medicare disproportionate share hospital (DSH) adjustment for rural hospitals, Sec. 102. Treatment of Medicare hospital reclassifications, Sec. 103. Critical access hospital improvements, Sec. 104. Rebasing for sole community hospitals, Sec. 105. Establishment of rural community hospital (RCH) program and Sec. 106. Hold harmless through 2012 for small rural hospitals and sole community hospitals under the prospective payment system for hospital outpatient department services under the Medicare program; S. 1277 Critical Access to Clinical Lab Services Act of 2007, all provisions to amend title XVIII of the Social Security Act to clarify the treatment of payment under the Medicare program for clinical laboratory tests furnished by critical access hospitals; H.R. 3057 Medicare Long-Term Patient Safety and Improvement Act of 2007, all provisions related to the steps to develop and implement criteria to differentiate long-term care hospitals from other post-acute care settings; H.R. 3453 The Community Clinical Laboratory Fairness in Competition Act of 2007, all provisions related to the Medicare competitive bidding demonstration project for clinical laboratory services; H.R. 5613 Protecting the Medicaid Safety Net Act of 2008, all provisions to extend certain moratoria and impose additional moratoria on certain Medicaid regulations through April 1, 2009; S. 2819 Economic Recovery in Health Care Act,to enact moratoria on the Medicaid and CHIP regulations issued by the Administration over the last year and to provide targeted state fiscal relief; H.R. 4105 Medicare Recovery Audit Contractor Program Moratorium Act of 2007, all provisions relating to impose a moratorium on the use of recovery audit contractors under the Medicare Integrity Program; S. 1605 Craig Thomas Rural Hospital and Provider Equity Act of 2007 all provisions To amend title XVIII of the Social Security Act to protect and preserve access of Medicare beneficiaries in rural areas to health care providers under the Medicare program, and for other purposes; H.R. 615 Puerto Rico Medicare Reimbursement Act 2005, all provisions to increase of the Federal share of Medicare beneficiaries to 100% reimbursement for inpatient services; H.R. 5901Eliminating Disparities in Breast Cancer Treatment Act of 2008, to amend title XVIII of the Social Security Act to eliminate contributing factors to disparities in breast cancer treatment through the development of a uniform set of consensus-based breast cancer treatment performance measures for a 6-year quality reporting system and value-based purchasing system under the Medicare Program; H.R. 5721Strengthening the Safety Net Act of 2008, to amend title XIX of the Social Security Act to provide for a DSH redistribution pool from unexpended Medicaid DSH allotments in order to increase Medicaid DSH allotments for low DSH States and to provide grants for health access networks serving the uninsured; H.R. 2642 Supplemental Appropriations Act of 2008, Title V Medicaid Provisions, all sections related to Medicaid Rules Moratorium, banning physician self-referral and August 17th directive (contained in domestic spending amendment); Section 1011 (MMA, P.L. 108-173) Medicare Modernization Act, two year extension; H.R. 5998 Protecting Children's Health Coverage Act of 2008, to nullify any effectiveness of the August 17, 2007, State health official letter issued by the Centers for Medicare & Medicaid Services; H.R. 5953 and S. 2962 MediFair Act of 2008, to amend title XVIII of the Social Security Act to improve the provision of items and services provided to Medicare beneficiaries residing in rural areas; S. 3116 Outpatient Mental Health Modernization Act of 2008, to amend title XVIII of the Social Security Act to stabilize and modernize the provision of partial hospitalization services under the Medicare program, and for other purposes; S. 3118 Preserving Access to Medicare Act of 2008, to amend titles XVIII and XIX of the Social Security Act to preserve beneficiary access to care by preventing a reduction in the Medicare physician fee schedule, to improve the quality of care by advancing value based purchasing, electronic health records, and electronic prescribing, and to maintain and improve access to care in rural areas, and for other purposes; H.R. 6212 and S. 3101 Medicare Efficiency and Development of Improvement of Care and Services Act (MEDICS Act) of 2008 and H.R. 6331 Medicare Improvements for Patients and Providers Act of 2008, to amend titles XVIII and XIX of the Social Security Act to extend expiring provisions under the Medicare Program, to improve beneficiary access to preventive and mental health services, to enhance low-income benefit programs, and to maintain access to care in rural areas, including pharmacy access, and for other purposes; H.R. 6091Save Medicare Act of 2008, to amend title XVIII of the Security Act to preserve access to physicians' services under the Medicare Program; S. 3164 Seniors and Taxpayers Obligation Protection Act of 2008, to amend title XVIII of the Social Security Act to reduce fraud under the Medicare program; H.R. 6912 and S. 3300 Rural Hospital Assistance Act of 2008, to amend title XVIII of the Social Security Act to provide for temporary improvements to the Medicare inpatient hospital payment adjustment for low-volume hospitals and to provide for the use of the non-wage adjusted PPS rate under the Medicare-dependent hospital (MDH) program, and for other purposes; S. 3327 Empowered at Home Act of 2008, to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community-based services under the Medicaid program, and for other purposes; H.R. 6394 Border Health Care Relief Act of 2008, to amend the Medicare Prescription Drug, Improvement, and Modernization Act of 2003 to extend Federal reimbursement of emergency health services furnished to undocumented aliens, and for other purposes; S. 3367, to amend title XVIII of the Social Security Act to revise the timeframe for recognition of certain designations in certifying rural health clinics under the Medicare program; S. 3656 Preserving Access to Healthcare (PATH) Act of 2008, a bill to preserve access to healthcare under the Medicare and Medicaid programs. The sections related to the Medicare indirect medical education adjustment factor and the delay in implementation of Medicaid outpatient hospital services regulation; S. 1595 Critical Access Hospital Flexibility Act of 2007, all provisions to amend title XVIII of the Social Security Act to provide flexibility in the manner in which beds are counted for purposes of determining whether a hospital may be designated as a critical access hospital under the Medicare program; S. 2853, to amend title XVIII of the Social Security Act to remove the cap on disproportionate share adjustment percentages for certain rural hospitals; H. R. 7067 Quality FIRST (From Incentives, Reporting, Standards, and Technology) Act of 2008, to amend title XVIII of the Social Security Act to expand the development of quality measures for inpatient hospital services, to implement a performance-based payment methodology for the provision of such services under the Medicare Program; H. R. 6966 and S. 3582 Safeguarding Our Hospitals' Futures Act of 2008, all provisions to require continued application of budget neutrality on a national basis in calculation of the Medicare urban hospital wage floor.
Client expense: $3,950,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA)
2008 · third_quarter · Medicare/Medicaid
H.R. 1809, Medicare Independent Living Ct of 2007, provisions that assist persons with disabilities. S. 1799 and H.R. 1621, Community Choice Act, provisions providing independence for individuals with disabilities. P.L. 109-171, implementation of the Deficit ReductionAct, provisions dealing with Medicaid. S. 2499, Medicare, Medicaid and SCHIP Extension Act of 2007. Legislation not yet introduced to amend the Deficit Reduction Act of 2005 to improve usefullness of the new section 1915(i) Home and Community-Based Services Option. P.L. 110-252, Protecting the Medicaid Safety Net Act of 2008, sections pertaining to moratoria on Centers for Medicare and Medicaid Services rehabilitation option, case management and school based services/transportation regulations. H.R. 6331, Medicare Improvements for Patients and Providers Act of 2008. H.R. 2642, FY 2008 Iraq/Afghanistan War Supplemental Appropriations bill, domestic provisions. S. 2819, Economic Recovery in Health Care Act of 2008, same as above as well as provision to impose a moratoria on SCHIP directive and provisions to provide state fiscal relief. S. 2578 and H.R. 5173, legisation to impose a one year moratorium on the CMS case management rule. H.R. 4355, moratorium on rehabilitation option and school-based transportation rule. S.Con.Res. 70 and H.Con.Res. 312, FY 2009 Budget Resolutions, provisions dealing with Medicaid reserve funds. Legislation dealing with direct support worker issues. Implementation of Medicaid Section 1917 (d) regarding trusts and transfer of asset rules. S.3327, the Empowered at Home Act of 2008 to amend the Medicaid Section 1915 (i) Home and Community Based Services Option. Efforts to elminate the 24-month waiting period for Medicare. Implementation of the Olmstead decision regarding community integration.
Client expense: $30,000 · Firm income: Not reported
Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Education, Dept of, Election Assistance Commission (EAC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Council on Disability, Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), Treasury, Dept of, White House Office
2008 · third_quarter · Health Issues
Healthy Families (S 910, HR 1542); Nursing Home Fairness (S 2838); Health IT (S 1693, HR 3800, HR 6357); Small Business Health Options (HR 6210); Stimulus (S 3604, HR 7110); Bankruptcy Bill (HR 1424); Empowered at Home Act (S 3327, HR 7212); Nursing Home Transparency Act (S 2641, HR 7128)
Client expense: $475,204 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
2008 · third_quarter · Medicare/Medicaid
PL 108-173, Medicare Prescription Drug, Improvement & Modernization Act of 2003, all provisions relating to the establishment of a new Part D voluntary prescription drug Benefit program, Medicare coverage of care coordination services for individuals with chronic conditions and eliminating the two-year wiating period for Medicare coverage for people under age 65 with disabilities. HR6331 Medicare Improvements for patients and providers Act of 2008 - all provisions related to beneficiary improvements. S2499, Medicare, Medicaid and SCHIP extension act of 2007 - all provisions relating to Medicare and establishing a Medicare Chronic Care Demonstration Program S.3327/H.R. 7212, Empowered at Home Act of 2008, a bill to amend title XIX of the Social Security Act to improve the State plan amendment option for providing home and community based services under the Medicaid Program, ond for other purposes. S.2102/H.R. 154, Ending the Medicare Disability Waiting Period Act of 2007, a bill to amend Title II of the Social Security Act to phase out the 24-month wating period for disabled individuals to become eligible for Medicare benefits to eliminate the waiting period for individuals with life threatening conditions, and for other purposes.
Client expense: $60,000 · Firm income: Not reported
Government targets: Administration on Aging, Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), SENATE
2008 · third_quarter · Medicare/Medicaid
The Direct Support Professional Fairness and Security Act of 2007 (H.R. 1279)--supported bill Community Living Assistance Services and Supports Act of 2007 (S 1758 and H.R. 3001)--supported bill CMS Regulation on State Rehabilitation Option--opposed regulation To provide for a temporary increase in the Federal Medical Assistance Percentage, and for other purposes--supported FMAP increase (H.R. 5268) A bill to provide a temporary increase in Federal Medical Assistance Percentage and fiscal relief to states--supported FMAP increase and state fiscal relief (S. 2586) To temporarily delay application of proposed changes to Medicaid payment rules for case management and targeted case management services.(S. 2578 and H.R. 5173)--supported delaying implementation of CMS rule that would change payment rules for case management and targeted case management To impose a moratorium on Medicaid payment restrictions for rehabilitation services, or school-based administration, transportation, or medical services. (H.R. 4355)--supported bill Protecting the Medicaid Safety Net Act of 2008: To extend certain moratoria and impose additional moratoria on seven Medicaid regulations through April 1, 2009. (H.R. 5613)--supported moratoria on seven CMS regulations addressed: 1) health care provider taxes 2) case management/targeted case management 3) rehabilitation/habilitation payment restrictions 4) public provider taxes 5) transportation costs for school based services 6) graduate medical education Medicaid funding restrictions 7) Department of Appeal Board procedures Economic Recovery in Health Care Act of 2008 (H.R. 2819)--supported moratoria on seven CMS regulations cited above and supported the temporary FMAP increase and assistance to states Community Choice Act of 2007: Amends title XIX (Medicaid) of the Social Security Act (SSA) to require state Medicaid plan coverage of community-based attendant services and supports for certain Medicaid-eligible individuals. (S. 799 and H.R. 1621)--supported bill Resolution Designating the week beginning September 8, 2008, as National Direct Support Professionals Recognition Week(S.Res. 613)--supported resolution Empowered at Home Act of 2008: aimed at removing existing barriers to the new Medicaid Section 1915(i) HCBS benefit, strengthening HCBS services in order to prevent or decrease the likelihood of institutionalization, provide state assistance to facilitate HCBS sevices, improve purchase of long term care, and improve CMS collection of state data regarding number of individuals, expenditures, types of services, and waiting lists. S. 3327 would increase income eligibility from current 150% of FPL to 300% of SSI; eliminate option to waive statewideness; expand scope of services to include "other services", and eliminate option to limit number of eligible individuals and extends time period for eligibility (S. 3327)--supported bill
Client expense: $56,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2008 · third_quarter · Medicare/Medicaid
HR 6331, Medicare Improvements for Patients and Providers Act - for provisions to renew therapy caps exceptions process HR 5268/S 2620 - temporary increase in federal Medicaid matching funds - for HR 3784, requiring separate reporting of staffing expenditures on nursing homes' Medicare cost reports - for S 799/HR 1621, Community Choice Act, allowing Medicaid coverage of community-based attendant services - for S 3327, Empowered at Home Act, to improve Medicaid coverage of adult day services - for
Client expense: $100,140 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE
2008 · third_quarter · Health Issues
H.R. 6179, Pharmacy Benefit Records, All provisions S. 3327, Empowered at Home Act of 2008, All provisions S. 1693, Wired for Health Care Quality Act, All provisions S. 3001, Community Living Assistance Services and Support Act, All provisions
Client expense: $1,790,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Natl Security Council (NSC), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)
2008 · third_quarter · Retirement
See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.
Client expense: $830,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
S 2337/HR 3363 - Discussion of and support for Long-Term Care Affordability and Security Act that would make private long-term care insurance available through employer-sponsored flexible spending accounts and cafeteria plans and update and add consumer protections. S 1070/HR 1783 Elder Justice Act/S 1577 Patient Safety and Abuse Prevention Act of 2007 - Support for both pieces of legislation, strategy for how they might both move forward this year, bill markup, background for score on S.1577. S 2708 Caring for an Aging America Act of 2008 - Provisions related to increasing the number of professionals trained in geriatrics or gerontology, etc., providing input on legislation and encouraging offices to cosponsor the bill. Discussed draft legislation to make changes to Medicaid HCBS, including the Medicaid state plan option, spousal impoverishment, Medicaid Transformation Grants, etc. S 3230 Empowered at Home Act - Lobbied to adjust budget neutrality requirement in waivers to include costs in both Medicare and Medicaid. HR 7110/S 3604 Job Creation and Unemployment Relief Act - Lobbied for FMAP funding. HR 5613 Protecting the Medicaid Safety Net Act of 2008 - Supported this legislation, particularly provisions related to placing a moratorium on seven harmful Medicaid regulations. HR 6331 Medicare Improvements for Patients and Providers Act - Discussed need to strengthen low-income programs by raising asset limits and streamlining rules, and to keep premiums affordable for all beneficiaries, and promote e-prescriptions in medicare. S 2408/HR 4296 Medicare Electronic Medication and Safety Protection (E-Meds) Act of 2007- Supported provisions related to requiring e-prescribing in Medicare Part D, at first by providing incentive payments to providers who do and after 2011 lower payments to providers who do not. S 2641 Nursing Home Transparency and Improvement Act - Lobbied in support of the bill and to increase co-sponsors; criminal background checks for LTC employees; nursing home quality and proposed five star rating system cms; poor performing nursing homes, family caregiving initiative, nursing home compliance guidelines, Home Health CAHPS, LTC Partnership Program (under Medicaid data reporting requirements), status of Nursing Home Value Based Purchasing Demonstration, Prepare to Care for use in innovative employer caregiving programs satellite broadcast, LTC Quality Alliance. HR 2642 - Lobbied for inclusion of Medicaid Regulation Moratoriam in Military Construction and Veterans Affairs Appropriations Act of 2008, and on supplemental appropriations bill. To build support and obtain sponsors for Medicaid Family Caregiver Assessment Demonstration proposal (no Bill). S 2838/HR 6126 - Lobbied to support the Fairness in Nursing Home Arbitration Act and oppose amendments to weaken the bill. Discussion and input on legislation to improve the health/LTC workforce and support family caregivers (no bill). Advance directives and end-of-life care, education of the public about these issues, portability, and other issues relating to advance directives (no bill). S 1577- Support for Patient Safety and Abuse Prevention Act (S 1577) and marking up the bill; provided feedback and in testimony. HR 7114/S3613 Independence at Home Act/Chronic Care Coordination - Feedback on and support for legislation to provide chronic care coordination services to certain Medicare beneficiaries. S 1102 Part D Equity for Low-Income Seniors Act of 2007- Support for Medicare premium protection and modifications to Medicare Savings Programs/Part D Low-Income Subsidy. S. 3118 Preserving Access to Medicare Act - Lobbied in opposition to Grassley-McConnell bill - All provisions related to beneficiary access and Medicare improvements, including e-prescribing. S 3101- Urged support of the Medicare Improvements for Patients and Providers Act of 2008 to help improve Medicare. Green Houses and culture change in LTC facilities, person centered care and medical homes - testimony and input on draft bill - no bill number. Lobbied for appeal notices for Medicare beneficiaries in Medicare Advantage plans (no bill). S 1102 Part D Equity for Low-Income Services - Lobbied for legislation to increase Medicare Part D LIS. HR 1536 Prescription Coverage Now Act - Lobbied for legislation to increase Medicare Part D LIS asset limits. HR 5702 End-of-Life Care Advance Directive Promotion Act - Discussed ideas for end-of-life care legislation and how to help ensure patient wishes are respected; Advance Directive Promotion Act. Provided feedback on draft legislation regarding physician orders for life sustaining treatment. S.334 - Discussed long-term care broadly and including it in health care reform, including the Healthy Americans Act. Discussed voting in LTC facilities, such as nursing homes, current status and law on the issue (no bill). S 3327 - Provided input and support for the Empowered at Home Act to make improvements in Medicaid HCBS; LTC insurance tax incentives and consumer protection improvements and a caregiver tax credit. Invitations and information about a solutions forum on balancing of state LTC systems. HR 3363/S 2337 - Discussed consumer protections for LTC insurance, premium increases and claims denials, support for family caregivers including assessment, consumer complaints and support for the LTC Affordability and Security Act. HR 6033 - Discussed provisions of Home-Based Health Services Job Training and Caregiving Act. H.Con.Res 133 - Provided input on and support for new LTC Awareness Week resolution. LTC - General discussion of LTC, home and community based services, family caregiving, chronic care, workforce, quality and financing options.(no bill) CMS - Lobbied on the Medicare Medical Home Demo implementation.
Client expense: $7,330,000 · Firm income: Not reported
Government targets: Administration on Aging, Commerce, Dept of (DOC), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, Social Security Administration (SSA), Treasury, Dept of, White House Office
2008 · third_quarter · Taxation/Internal Revenue Code
See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. S. 3289, "To Permanently Extend the Estate Tax as in Effect in 2009". S. 3327, "Empowered at Home Act of 2008", provision allowing tax deductino for a certain percentage of long-term care premiums. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". H.R. 6499, "Sensible Estate Tax Act of 2008". H.R. 7060, "Renewable Energy and Job Creation Act of 2008", Section 403, Broker Reporting of Customer Basis in Securities Transactions. IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.
Client expense: $780,000 · Firm income: Not reported
Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office
2008 · third_quarter · Retirement
HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.
Client expense: $1,219,600 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of