A bill to amend the Internal Revenue Code of 1986 to treat controlled foreign corporations in tax havens as domestic corporations.

H.R. 1065, H.R. 1682, H.R. 2549, H.R. 2762, H.R. 3121, H.R. 3200, H.R. 330, H.R. 3926, H.R. 3959, H.R. 4050, H.R. 4299, H.R. 4461, H.R. 4721, H.R. 5611, H.R. 5633, H.R. 5792, H.R. 5840, H.R. 5961, H.R. 6062, H.R. 6078, H.R. 6213, H.R. 6285, H.R. 6424, H.R. 91, H.R. 920, H.R. 921, H.R. 922, H.R. 957, S. 1061, S. 1890, S. 1938, S. 2029, S. 2151, S. 2251, S. 2284, S. 2285, S. 2458, S. 2499, S. 2621, S. 3483, S. 396, S. 30, S. 929

Client expense: $454,203 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 330 - Homeowners' Insurance Availability Act of 2007 - All provisions H.R. 91 - Homeowners' Insurance Protection Act of 2007 - All provisions S. 1061 - Homeowners' Insurance Noncoverage Disclosure Act of 2007 - All provisions H.R. 957 - To amend the Iran Sanctions Act of 1996 to expand and clarify the entities against which sanctions may be imposed - All provisions H.R. 1682 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 2549 - Medicare Secondary Payer and Worker's Compensation Settlement Agreement Act of 2007 - All provisions H.R. 3121 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 3926 - Safe Building Codes Act of 2007 - All provisions H.R. 3959 - A bill to amend the National Flood Insurance Act of 1968 to provide for the phase-in of actuarial rates for certain pre-FIRM properties - All provisions H.R. - 4050 - Levee-Like structure Consideration Act of 2007 - All provisions H.R. 4299 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4721 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions H.R. 920 - Multiple Peril Insurance Act of 2007 - All provisions H.R. 921 - Flood Insurance Community Outreach Grant Program Act of 2007 - All provisions H.R. 922 - National Flood Insurance Program Participation Evaluation Act of 2007 - All provisions H.R. 3200 - National Insurance Act of 2007 - All provisions H.R. 1049 - Amend Misinterpreted Excessive Regulation in Corporate America Act - All provisions H.R. 1065 - Non-admitted and Reinsurance Reform Act of 2007 - All provisions H.R. 2761 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4461 - A bill to promote and enhance the operation of local building code enforcement administration across the country by establishing a competitive federal matching grant program - All provisions H.R. 5611 - A bill to reform the National Association of Registered Agents and Brokers, and for other purposes - All provisions H.R. 5633 - Nondiscriminatory Use of Consumer Reports and Consumer Information Act of 2008 - All provisions H.R. 5792 - A bill to amend the Liability Risk Retention Act of 1986 to increase insurance competition and available coverage for consumers - All provisions H.R. 5840 - A bill to establish an Office of Insurance Information in the Department of the Treasury - All provisions H.R. 5961 - Medicaid and SCHIP Abuse Prevention Act of 2008 - All provisions H.R. 6062 - Personal Lines of Insurance Fairness Act of 2008 - All provisions H.R. 6213 - Reinsurance International Solvency Standards Evaluation Board Act of 2008 - All provisions H.R. 6424 - Property Mitigation Assistance Act of 2008 - All provisions S. 40 - National Insurance Act of 2007 - All provisions S. 1890 - Flood Insurance Choice Act of 2007 - All provisions S. 1938 - National Flood Mapping Act of 2007 - All provisions S. 2029 - Physicial Payments Sunshine Act of 2007 - All provisions S. 2151 - A bill to amend the National Flood Insurance Act of 1968 to authorize notations on flood insurance rate maps for areas protected against 100-year and 500-year floods by certified flood control structures- All provisions S. 2251 - Homeowners' Flood Protection Act of 2007 - All provisions S. 2284 - Flood Insurance Reform and Modernization Act of 2007 - All provisions S. 2285 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions S. 2458 - Community Building Code Administration Grant Act of 2007 - All provisions S. 2499 - Medicare, Medicaid and SCHIP extension act of 2007- All provisions S. 2621 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions FTC - Study on Credit-Based Insurance Scores: Impact on Homeowners Insurance - All provisions S. 3483 - Passenger Vehicle Loss Disclosure Act (Introduced in Senate) - All provision H.R. 6078 - Green Act of 2008 - Provision affecting homeowner insurance H.R. 6285 - To amend the National Flood Insurance Act of 1968 to provide for adequate progress on the construction of a flood protection system to include the appropriation of at least 60 percent of the system cost from Federal, State or local funds - All provisions S. 396 - A bill to amend the Internal Tax Revenue Code to 1986 to treat controlled foreign corporations in tax havens as domestic corporations - All provisisions S. 929 - Nonadmitted and Reinsurance Reform Act of 2007 - All provisions

1) For global tax competition and against global tax harmonization. 2) Against IRS regulation on reporting deposit interest paid to nonresident aliens (REG-133254-02). 3) Tax reform. Domestic and International. For a Territorial Tax System. No specific legislation. 4) S. 396, S. 681 and H.R. 2136 (discriminate against low-tax jurisdictions)

Client expense: Not reported · Firm income: Not reported

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

1) For global tax competition and against global tax harmonization. 2) Against IRS regulation on reporting deposit interest paid to nonresident aliens (REG-133254-02). 3) Tax reform. Domestic and International. For a Territorial Tax System. No specific legislation. 4) S. 396, S. 681 and H.R. 2136 (discriminate against low-tax jurisdictions)

Client expense: $7,500 · Firm income: Not reported

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

1) For global tax competition and against global tax harmonization. 2) Against IRS regulation on reporting deposit interest paid to nonresident aliens (REG-133254-02). 3) Tax reform. Domestic and International. For a Territorial Tax System. No specific legislation. 4) S. 396, S. 681 and H.R. 2136 (discriminate against low-tax jurisdictions)

Client expense: $7,500 · Firm income: Not reported

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

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR91, HR330, HR920, HR921, HR922, HR957, HR1049, HR1065, HR1289, HR1682, HR2549, HR2638, HR2761, HR3121, HR3200, HR3926, HR3959, HR4050, HR4299, HR4461, HR 4721, HR5611, HR5633, HR5792, HR5840, HR5961, HR6062, HR6078, HR6213, HR6285, HR6308, HR6755, S40, S396, S1061, S1890, S1938, S2029, S2040, S2151, S2251, S2284, S2285, S2458, S2499, S2621

Client expense: $433,208 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Trade Commission (FTC), Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Patent & Trademark Office (PTO), SENATE, Treasury, Dept of

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

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR91, HR330, HR920, HR921, HR922, HR957, HR1049, HR1065, HR1682, HR2549, HR2761, HR3121, HR3200, HR3926, HR3959, HR4050, HR4299, HR4461, HR4721, HR5611, HR5633, HR5792, HR5840, HR5961, HR6062, HR6213, HR6285, HR6424, S40, S396, S1061, S1890, S1938, S2029, S2151, S2251, S2284, S2285, S2458, S2499, S2621

Client expense: $714,749 · Firm income: Not reported

H.R. 330 - Homeowners' Insurance Availability Act of 2007 - All provisions H.R. 91 - Homeowners' Insurance Protection Act of 2007 - All provisions S. 1061 - Homeowners' Insurance Noncoverage Disclosure Act of 2007 - All provisions H.R. 957 - To amend the Iran Sanctions Act of 1996 to expand and clarify the entities against which sanctions may be imposed - All provisions H.R. 1682 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 2549 - Medicare Secondary Payer and Worker's Compensation Settlement Agreement Act of 2007 - All provisions H.R. 3121 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 3926 - Safe Building Codes Act of 2007 - All provisions H.R. 3959 - A bill to amend the National Flood Insurance Act of 1968 to provide for the phase-in of actuarial rates for certain pre-FIRM properties - All provisions H.R. - 4050 - Levee-Like structure Consideration Act of 2007 - All provisions H.R. 4299 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4721 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions H.R. 920 - Multiple Peril Insurance Act of 2007 - All provisions H.R. 921 - Flood Insurance Community Outreach Grant Program Act of 2007 - All provisions H.R. 922 - National Flood Insurance Program Participation Evaluation Act of 2007 - All provisions H.R. 3200 - National Insurance Act of 2007 - All provisions H.R. 1049 - Amend Misinterpreted Excessive Regulation in Corporate America Act - All provisions H.R. 1065 - Non-admitted and Reinsurance Reform Act of 2007 - All provisions H.R. 2761 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4461 - A bill to promote and enhance the operation of local building code enforcement administration across the country by establishing a competitive federal matching grant program - All provisions H.R. 5611 - A bill to reform the National Association of Registered Agents and Brokers, and for other purposes - All provisions H.R. 5633 - Nondiscriminatory Use of Consumer Reports and Consumer Information Act of 2008 - All provisions H.R. 5792 - A bill to amend the Liability Risk Retention Act of 1986 to increase insurance competition and available coverage for consumers - All provisions H.R. 5840 - A bill to establish an Office of Insurance Information in the Department of the Treasury H.R. 5961 - Medicaid and SCHIP Abuse Prevention Act of 2008 - All provisions H.R. 6062 - Personal Lines of Insurance Fairness Act of 2008 - All provisions H.R. 6213 - Reinsurance International Solvency Standards Evaluation Board Act of 2008 - All provisions H.R. 6424 - Property Mitigation Assistance Act of 2008 - All provisions S. 40 - National Insurance Act of 2007 - All provisions S. 1890 - Flood Insurance Choice Act of 2007 - All provisions S. 1938 - National Flood Mapping Act of 2007 - All provisions S. 2029 - Physicial Payments Sunshine Act of 2007 - All provisions S. 2151 - A bill to amend the National Flood Insurance Act of 1968 to authorize notations on flood insurance rate maps for areas protected against 100-year and 500-year floods by certified flood control structures- All provisions S. 2251 - Homeowners' Flood Protection Act of 2007 - All provisions S. 2284 - Flood Insurance Reform and Modernization Act of 2007 - All provisions S. 2285 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions S. 2458 - Community Building Code Administration Grant Act of 2007 - All provisions S. 2499 - SCHIP - All provisions S. 2621 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions S. 396 - A bill to amend the Internal Tax Revenue Code to 1986 to treat controlled foreign corporations in tax havens as domestic corporations - All provisions FTC - Study on Credit-Based Insurance Scores: Impact on Homeowners Insurance - All provisions

H.R. 330 - Homeowners' Insurance Availability Act of 2007 - All provisions H.R. 91 - Homeowners' Insurance Protection Act of 2007 - All provisions S. 1061 - Homeowners' Insurance Noncoverage Disclosure Act of 2007 - All provisions H.R. 957 - To amend the Iran Sanctions Act of 1996 to expand and clarify the entities against which sanctions may be imposed - All provisions H.R. 1682 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 2549 - Medicare Secondary Payer and Worker's Compensation Settlement Agreement Act of 2007 - All provisions H.R. 3121 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 3926 - Safe Building Codes Act of 2007 - All provisions H.R. 3959 - A bill to amend the National Flood Insurance Act of 1968 to provide for the phase-in of actuarial rates for certain pre-FIRM properties - All provisions H.R. - 4050 - Levee-Like structure Consideration Act of 2007 - All provisions H.R. 4299 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4721 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions H.R. 920 - Multiple Peril Insurance Act of 2007 - All provisions H.R. 921 - Flood Insurance Community Outreach Grant Program Act of 2007 - All provisions H.R. 922 - National Flood Insurance Program Participation Evaluation Act of 2007 - All provisions H.R. 3200 - National Insurance Act of 2007 - All provisions H.R. 1049 - Amend Misinterpreted Excessive Regulation in Corporate America Act - All provisions H.R. 1065 - Non-admitted and Reinsurance Reform Act of 2007 - All provisions H.R. 2761 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4461 - A bill to promote and enhance the operation of local building code enforcement administration across the country by establishing a competitive federal matching grant program - All provisions H.R. 5611 - A bill to reform the National Association of Registered Agents and Brokers, and for other purposes - All provisions S. 40 - National Insurance Act of 2007 - All provisions S. 1890 - Flood Insurance Choice Act of 2007 - All provisions S. 1938 - National Flood Mapping Act of 2007 - All provisions S. 2151 - A bill to amend the National Flood Insurance Act of 1968 to authorize notations on flood insurance rate maps for areas protected against 100-year and 500-year floods by certified flood control structures S. 2251 - Homeowners' Flood Protection Act of 2007 - All provisions S. 2284 - Flood Insurance Reform and Modernization Act of 2007 - All provisions S. 2285 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions S. 2458 - Community Building Code Administration Grant Act of 2007 - All provisions S. 2499 - SCHIP - All provisions S. 2621 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions S. 396 - A bill to amend the Internal Tax Revenue Code to 1986 to treat controlled foreign corporations in tax havens as domestic corporations - All provisions S. 2014 - The False Claims Correction Act of 2007 - All provisions

International taxation: Pay-for provision added to 2007 Farm Bill (HR 2419) that would deny certain tax treaty benefits to subsidiaries of foreign companies; HR 3160; S. 396; S. 1006; HR 1672; S. 96; S. 681 Taxation on insurance companies; taxation of reinsurance transactions Tax-deferred catastrophic reserves: Policyholder Disaster Protection Act of 2007 - S. 926, HR 164

Client expense: $740,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Taxation on insurance companies; taxation of reinsurance transactions Bills related to international tax issues: S. 396; S. 1006; HR 1672; S. 96; S. 681 Tax-deferred catastrophic reserves: Policyholder Disaster Protection Act of 2007 - S. 926, HR 164

Client expense: $1,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R. 957 - To amend the Iran Sanctions Act of 1996 to expand and clarify the entities against which sanctions may be imposed - All provisions H.R. 1682 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 2549 - Medicare Secondary Payer and Worker's Compensation Settlement Agreement Act of 2007 - All provisions H.R. 3121 - Flood Insurance Reform and Modernization Act of 2007 - All provisions H.R. 3926 - Safe Building Codes Act of 2007 - All provisions H.R. 3959 - A bill to amend the National Flood Insurance Act of 1968 to provide for the phase-in of actuarial rates for certain pre-FIRM properties - All provisions H.R. - 4050 - Levee-Like structure Consideration Act of 2007 - All provisions H.R. 4299 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions H.R. 4721 - Terrorism Risk Insurance Improvement Act of 2007 - All provisions H.R. 920 - Multiple Peril Insurance Act of 2007 - All provisions H.R. 921 - Flood Insurance Community Outreach Grant Program Act of 2007 - All provisions H.R. 922 - National Flood Insurance Program Participation Evaluation Act of 2007 - All provisions S. 40 - National Insurance Act of 2007 - All provisions H.R. 3200 - National Insurance Act of 2007 - All provisions H.R. 1049 - Amend Misinterpreted Excessive Regulation in Corporate America Act - All provisions H.R. 1065 - Non-admitted and Reinsurance Reform Act of 2007 - All provisions H.R. 2761 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions S. 1890 - Flood Insurance Choice Act of 2007 - All provisions S. 1938 - National Flood Mapping Act of 2007 - All provisions S. 2151 - A bill to amend the National Flood Insurance Act of 1968 to authorize notations on flood insurance rate maps for areas protected against 100-year and 500-year floods by certified flood control structures S. 2251 - Homeowners' Flood Protection Act of 2007 - All provisions S. 2284 - Flood Insurance Reform and Modernization Act of 2007 - All provisions S. 2285 - Terrorism Risk Insurance Program Reauthorization Act of 2007 - All provisions S. 396 - A bill to amend the Internal Tax Revenue Code to 1986 to treat controlled foreign corporations in tax havens as domestic corporations - All provisions S. 2014 - The False Claims Correction Act of 2007 - All provisions FTC Final Rule to Implement Affiliate Marketing Provision of Fair and Accurate Credit Transactions Act of 2003 - All provisions FTC Study on Credit-Based Insurance Scores: Impacts on Consumers of Automobile Insurance (Section 215 of the FACT Act of 2003) - All Provisions H.R. 330 - Homeowners' Insurance Availability Act of 2007 - All provisions H.R. 91 - Homeowners' Insurance Protection Act of 2007 - All provisions S. 1061 - Homeowners' Insurance Noncoverage Disclosure Act of 2007 - All provisions

S. 396, to amend the Internal Revenue Code to treat controlled foreign corporations established in tax havens as domestic corporations

Client expense: Not reported · Firm income: Not reported

HR 91, HR 330, HR 920, HR 921, HR 922, HR 957, HR 1049, HR 1065, HR 1682, HR 2549, HR 2761, HR 3121, HR 3200, HR 3926, HR 3959, HR 4050, HR 4299, HR 4461, HR 4721, S 40, S 396, S 1061, S 1890, S 1938, S 2029, S 2151, S 2251, S 2284, S 2285, S 2458, S 2499

Client expense: $3,445,011 · Firm income: Not reported

H.R. 1509 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 1591 Small Business and Work Opportunity Act of 2007 H.R. 2046 To amend the Social Security Act to enhance Social Security account number privacy protections, to prevent fraudulent misuse of the Social Security account number, and to otherwise enhance protection against identity theft, and for other purposes H.R. 2167 To create new Automatic IRAs to encourage savings by low- and moderate-income Americans H.R. 2724 To reform the savers tax credit for low- and moderate-income taxpayers H.R. 2776 The Renewable Energy and Energy Conservation Tax Act of 2007 H.R. 2834 Taxation of Private Equity and Hedge Fund "Carried Interest” H.R. 3160 Doggett Farm Bill Offset S. 396 To amend the Internal Revenue Code of 1986 to treat controlled foreign corporations in tax havens as domestic corporations, regarding interaction with active financing provisions S. 681 Stop Tax Haven Abuse Act S. 940 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income S. 1273 To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations. S. 1624 Taxation of Publicly Traded Investment Partnerships H.R. 914 Tax Equity and Affordability Act H.R. 2639 Promoting Health for Future Generations Act S. 397 Tax Equity and Affordability Act S. 1356 Industrial Bank Holding Company Act H.R. 698 Industrial Bank Holding Company Act of 2007 H.R. 2 Small Business and Work Opportunity Act of 2007 H.R. 6 The Clean Energy Act of 2007 H.R. 878 To amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes.

H.R. 2 Small Business and Work Opportunity Act of 2007, provisions relating to executive compensation and Internal Revenue Code Section 162(m). H.R. 6 The Clean Energy Act of 2007, certain provisions included in the Senate Finance Committee tax title H.R. 878 To amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. H.R. 1509 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 1591 Small Business and Work Opportunity Act of 2007, provisions relating to executive compensation and Internal Revenue Code Section 162(m). H.R. 2046 To amend the Social Security Act to enhance Social Security account number privacy protections, to prevent fraudulent misuse of the Social Security account number, and to otherwise enhance protection against identity theft, and for other purposes H.R. 2167 To create new Automatic IRAs to encourage savings by low- and moderate-income Americans H.R. 2724 To reform the savers tax credit for low- and moderate-income taxpayers H.R. 2776 The Renewable Energy and Energy Conservation Tax Act of 2007, provisions relating to Sec.45 H.R. 2834 Taxation of Private Equity and Hedge Fund "Carried Interest” H.R. 3160 Doggett Farm Bill Offset S. 396 To amend the Internal Revenue Code of 1986 to treat controlled foreign corporations in tax havens as domestic corporations, regarding interaction with active financing provisions S. 681 Stop Tax Haven Abuse Act S. 940 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income S. 1273 To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations. S. 1624 Taxation of Publicly Traded Investment Partnerships Social Security Number protection Senate Finance Committee staff draft on basis reporting 3% withholding on payments to government contractors – Discussions with House and Senate tax committee staff Proposed reporting by merchant/acquiring banks on credit card reimbursements to merchants – discussions with House and Senate tax committee staff Miscellaneous tax gap proposals relating to mortgage interest and real estate property taxes – Discussions with House and Senate tax committee staff Proposed economic substance legislation – Discussions with House and Senate tax committee staffs

HR3170 regarding capital gains and estate tax relief; HR411 to repeal the estate tax; HR2380 to repeal the estate tax; HR1929 Save the Family Farm and Ranch Act of 2007; S1025 Fair Tax Act of 2007; HR46 Small Business Tax Fairness and Simplification Act of 2007; S1111 Fair Flat Tax Act of 2007; HR 1591 bill making emergency supplemental appropriations for the fiscal year ending September 30, 2007; S396 bill making emergency supplemental appropriations for the fiscal year ending September 30, 2007

Client expense: $849,841 · Firm income: Not reported

H.R. 878 To amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. H.R. 1509 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R. 1591 Small Business and Work Opportunity Act of 2007 H.R. 2046 To amend the Social Security Act to enhance Social Security account number privacy protections, to prevent fraudulent misuse of the Social Security account number, and to otherwise enhance protection against identity theft, and for other purposes H.R. 2167 To create new Automatic IRAs to encourage savings by low- and moderate-income Americans H.R. 2724 To reform the savers tax credit for low- and moderate-income taxpayers H.R. 2776 The Renewable Energy and Energy Conservation Tax Act of 2007 H.R. 2834 Taxation of Private Equity and Hedge Fund "Carried Interest” H.R. 3160 Doggett Farm Bill Offset S. 396 To amend the Internal Revenue Code of 1986 to treat controlled foreign corporations in tax havens as domestic corporations, regarding interaction with active financing provisions S. 681 Stop Tax Haven Abuse Act S. 940 Active Financing - Subpart F: To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income S. 1273 To amend the Internal Revenue Code of 1986 to allow permanent look-through treatment of payments between related foreign corporations. S. 1624 Taxation of Publicly Traded Investment Partnerships H.R. 2 Small Business and Work Opportunity Act of 2007 H.R. 6 The Clean Energy Act of 2007

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

Taxation on insurance companies; taxation of reinsurance transactions Bills related to international tax issues: S. 396; S. 1006; HR 1672; S. 96; S. 681 Tax-deferred catastrophic reserves: Policyholder Disaster Protection Act of 2007 - S. 926, HR 164

Client expense: $1,020,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office