SIMPLE Cafeteria Plan Act of 2007

S897 Alzheimer's Family Assistance Act of 2007 S504 Long Term Care Trust Accounts Act of 2007 S555 Simple Cafeteria Plan Act of 2007 HR493 Genetic Information Non-Discrimination Act of 2007 HR3363 Long Term Care Affordability and Security Act of 2007 S2337 Long Term Care Affordability and Security Act of 2007 HR5559 Long Term Care Retirement and Security Act of 2008

Client expense: $1,070,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of

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

Long Term Care: Class Act: HR 3001; S 1758. Long Term Care: Cafeteria plan: FSA Legislation: HR 3363; S 555. Pension Protection Act (Technical Correction, 2nd round): HR 6143; S 190. 401(k) plan fee issues: HR 3185. Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.

Client expense: $1,420,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 6331, Medicare Act of 2008 H.R. 1424, Mental Health and Addiction Equity Act of 2007 S. 558, Mental Health Parity Act of 2008 H.R. 6357, PRO(TECH)T Act of 2008 S. 1693, Wired for Health Care Quality Act S. 3101, Medicare Act of 2008, provisions on Electronic Prescribing, Medicare, Medicare Advantage and inclusion of care coordination projects, H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 S. 2818, the Small Business Health Plans Act of 2008 H.R. 6288, Retiree Health Accounts Act H. Con. Res. 405, Workplace Wellness resolution H.R. 2851, Michelle's Law S. 555, SIMPLE Cafeteria Plan Act 2007 H Con Res 405, Recognizing the first full week of April as `National Workplace Wellness Week'. (Introduced in House) H.R. 5884/S.2449, Sunshine in Litigation Act of 2008 H.R. 4854/S.2041, To Amend the False Claims Act H.R. 3800, To amend the Public Health Service Act to promote the adoption of health information technology, and for other purposes H.R. 6049, Energy and Tax Extenders Act of 2008 H.R. 6983, Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008 H.R. 6288, Retiree Health Account Act of 2008 H.R. 1494, Pediatric Medical Device Safety and Improvement Act of 2007 H.R. 493/S. 358, Genetic Information Nondiscrimination Act of 2007 H.R. 4296/S. 2480, Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 H.R. 6898, Health-e Information Technology Act of 2008 H.R. 2639, Promoting Health for Future Generations Act of 2007 S. 3234, Promoting Health for Future Generations Act of 2007 H.R. 2497, Fair and Reliable Medical Justice Act S.1481, Fair and Reliable Medical Justice Act H.R. 2499, Medicaid, and SCHIP Extension Act of 2007 S. 1544, Medicare Quality Enhancement Act of 2007 H.R. 1424, Paul Wellstone Mental Health and Addiction Equity Act of 2007 S. 1951, Fair Medicaid Drug Payment Act of 2007 H.R. 3140, Saving Our Community Pharmacies Act of 2007 H.R.241, Small Business Health Fairness Act of 2007 H.R.1666, Health Care Price Transparency Promotion Act H.R. 3717, Healthy Workforce Act of 2007 H.R. 853, Wellness and Prevention Act of 2007 H.R. 6357, Health Information Technology Act H.R. 6852, Small Business Cooperatives for Healthcare Options to Improve Coverage for Employees Act of 2008 (CHOICE) S. 1753, Healthy Workforce Act of 2007 S. 2795, Small Business Health Options Program Act of 2008 H.R. 3947, To amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements H.R. 3580, Food and Drug Administration Amendments Act of 2007 S. 3118, A bill to amend title XVIII of the Social Security Act to improve access to health care under the Medicare program for beneficiaries residing in rural areas. Implementation of Medicare Modernization Act of 2003 (Health Savings Accounts provisions)

Client expense: $20,600,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Minerals Management Service, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 2920, SBA Reauthorization and Improvement Act of 2008 S.3362, SBIR/STTR Reauthorization Act of 2008 S. 555, SIMPLE Cafeteria Plan Act 2007 H.R. 749, Health Care Choices for Seniors Act H.R. 324, Working Families Wage and Access to Health Care Act H.R.241, Small Business Health Fairness Act of 2007 S. 2818, the Small Business Health Plans Act of 2008 S. 2795, the Small Business Health Options Program Act of 2008 H.R. 6852, Small Business CHOICE Act of 2008 H.R. 6601, Small Business Tax Modernization Act of 2008 Appointment of Sandy Baruah to the position of Administrator of the Small Business Administration (SBA)

Client expense: $20,600,000 · Firm income: Not reported

Government targets: Bureau of Land Management (BLM), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Justice, Dept of (DOJ), Labor, Dept of (DOL), Minerals Management Service, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. H.R.5718: to provide that 8 of the 12 weeks of parental leave made available to a federal employee shall be paid leave, and for other purposes. H.R.6029: to amend the Family and Medical Leave Act of 1993 to eliminate an hours of service requirement for benefits under that law. H.R.6111:to amend the Fair Labor Standards Act to require employers to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for employers who misclassify employees as non-employees, and for other purposes. H.R.6142: To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an exemption from preemption under such title for State tort actions to recover damages arising from the failure of the plan to timely provide such benefits. H.R.6143: To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. H.R. 6477: to repeal a limitation in the Labor-Management Relations Act regarding requirements for labor organization membership as a condition of employment. H.R. 7233: to amend the Family and Medical Leave Act of 1993 to allow employees to take, as additional leave, parental involvement leave to participate in or attend their children's and grandchildren's educational and extracurricular activities and to clarify that leave may be taken for routine family medical needs and to assist elderly relatives, and for other purposes. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S.1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S.1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S.1570: To amend the National Labor Relations Act to protect employer rights. S.2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.2933: to improve the employability of older Americans.

Client expense: $470,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

See attachment. RET Second Quarter Report 2008 H.R. 2 - Fair Minimum Wage Act H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. 6143 Pension Protection Act ERISA Amendments of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 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 H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1288 - Women's Retirement Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 3952 - Automatic IRA Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 1693 The Wired for Healthcare Quality Act Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability. Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms. Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.

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

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

See attachment. 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

S897 Alzheimer's Family Assistance Act of 2007 S504 Long Term Care Trust Accounts Act of 2007 S555 Simple Cafeteria Plan Act of 2007 HR493 Genetic Information Non-Discrimination Act of 2007 HR3363 Long Term Care Affordability and Security Act of 2007 S2337 Long Term Care Affordability and Security Act of 2007 HR5559 Long Term Care Retirement and Security Act of 2008

Client expense: $640,000 · Firm income: Not reported

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

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

H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 H. Con. Res. 312 and S. Con. Res. 70: Budget Resolution for FY2009 - all tax provisions H.R. 3996, Temporary Tax Relief Act of 2007, including bonus depreciation and increased expensing. Estate/ Death Tax Issues H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H.R.4042, Family Farm, Small Business, and Home Tax Relief Act H. R. 4235, Estate Tax Reduction Act of 2007 H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R.2380, Death Tax Repeal Permanency Act of 2007 H.R. 4235, Estate Tax Reduction Act of 2007. H. R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R.3170, Capital Gains and Estate Tax Relief Act of 2007 S.1726, Business Activity Tax Simplification Act of 2007. H.R. 5267, Business Activity Tax Simplification Act of 2008. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. Research and Development Tax Credit issues S.AMDT.4348 to S.CON.RES.70 Including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007. H.R. 1712, Research and Development Tax Credit Act of 2007. S. 41, Research Competitiveness Act of 2007. S. 2318, AMT Repeal and Tax Freedom. S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007. H.R. 4351, AMT Relief Act of 2007. S. 2199, Offshore Deferred Compensation Reform Act of 2007. H.R. 5267, Offshore Deferred Compensation Reform Act of 2007. H.R. 2419, Farm, Nutrition, and Bioenergy Act of 2007, including the payfor, settlement and tax provisions. S.2242, Heartland, Habitat Harvest, and Horticulture Act of 2007, including the payfor, settlement and tax provisions. H.R. 5140, Economic Stimulus Act of 2008. Including the bonus depreciation, increased expensing and tax provisions H.R. 5109, Economic Growth Act. S.2592, A bill to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. Specter Proposal to Promote Economic Growth H.R. 1023, Withholding Relief Act H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5720, Housing Assistance Tax Act S. 2821, Clean Energy Tax Stimulus Act H.R. 6049, Energy and Tax Extender Act H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 2642, War Supplemental Appropriations bill S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 Treaty on Taxation Between the United States and Croatia Internal Revenue Service Notice 2008-38 (Government entities required to withhold 3% on payments for services and property) H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008 H.R. 2641, Military Construction and Veterans Affairs Appropriations of 2008, including domestic spending amendment which which would impose a 0.47% tax surcharge on individual taxpayers who make more than $500,000 and couples who make more than $1 million in adjusted gross income. S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008: Tax Title & Crapo Amendments Nos. 5009 & 5110 S. 555, SIMPLE Cafeteria Plan Act of 2007: Entire bill S Corporation modernization proposals Energy Tax Policy: LIFO accounting method proposed legislation (not introduced) Senator Specter legislation topromoteeconomic growth (not introduced) President's FY 2009 Budget - Treasury Bluebook: Pages 61-85: Tax gap proposals S. 1140, Working American Competitiveness Act H.R. 4752, Working American Competitiveness Act H.R. 5720, Housing Assistance Tax Act of 2008: Revenue provisions H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Entire bill S. 2792, A bill to amend the Internal Revenue Code of 1986 to restore the deduction for the travel expenses of a taxpayer's spouse who accompanies the taxpayer on business travel H.R. 2419, Food and Energy Security Act of 2007: Revenue provisions H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 5267, Business Activity Tax Simplification Act H.R. 1023, Withholding Tax Relief Act of 2007 H.R. 2881, Aviation Investment and Modernization Act of 2008: Revenue provisions H.R. 6049, Renewable Energy and Job Creation Act of 2008: Entire bill H.R. 2642, Military Construction and Veterans Affairs Appropriations Act of 2008: Amendment on "Patriot Tax Surcharge" S. 3044, Consumer-First Energy Act of 2008: Title I - Tax provisions related to oil and gas S. 777, Withholding Tax Relief Act of 2007 H.R. 1870, Contractor Tax Enforcement Act: provisions on contractor tax debts H.R. 1986, Federal Contractor Accountability Act: provisions on contractor tax debts H.R. 3056, Tax Collection Responsibility Act: provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 4881, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors S. 2519, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors Tax Delinquency FAR Case 2006011: provisions on Tax certifications by contractors Notice 2008-38, 3% Withholding Law: Treasury notice on 3% withholding law Safe, Accountable, Flexible, Efficient Transportation Equity Act of 2005: A Legacy for Users (SAFETEA-LU): Section 11113. Volumetric Excise Tax Credit for Alternative Fuels H.R. 5140, Economic Stimulus Act of 2008: Section 179 regarding expensing and bonus depreciation Proposed revenue raiser related to credit card reporting

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 555, SIMPLE Cafeteria Plan Act 2007 H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008 Small Business Cooperative for Healthcare Options to Improve Act of 2008 (CHOICE) H.R. 493 / S. 358, Genetic Information Nondiscrimination Act of 2007 H.R. 4296, Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 S. 2480, Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 S. 1693/H.R. 3800, Wired for Health Care Quality Act H.R. 749, Health Care Choices for Seniors Act H.R. 2639, Promoting Health for Future Generations Act of 2007 S. 3234, Promoting Health for Future Generations Act of 2007 H.R. 2497, Fair and Reliable Medical Justice Act H.R.2580, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2007 S.1481, Fair and Reliable Medical Justice Act H.R. 2499, Medicaid and SCHIP Extension Act of 2007 S. 1544, Medicare Quality Enhancement Act of 2007 H.R. 1424, Paul Wellstone Mental Health and Addiction Equity Act of 2007 S. 558, Mental Health Parity Act of 2007 H.R. 4, Medicare Prescription Drug Price Negotiation Act of 2007 S. 1951, Fair Medicaid Drug Payment Act of 2007 H.R. 3140, Saving Our Community Pharmacies Act of 2007 H.R.241, Small Business Health Fairness Act of 2007 H.R.1666, Health Care Price Transparency Promotion Act S.1019, Universal Health Care Choice and Access Act H.R. 3717, Healthy Workforce Act of 2007 H.R. 853, Wellness and Prevention Act 2007 S. 1753, Healthy Workforce Act of 2007 S. 2818, Small Business Health Plans Act of 2008 S. 2795, Small Business Health Options Program Act of 2008 H.R. 3800, To amend the Public Health Service Act to promote the adoption of health information technology, and for other purposes H.R. 6381, Medical Device Safety Act Small Business Cooperatives for Healthcare Options to Improve Coverage for Employees Act of 2008 (CHOICE) (not yet introduced) H.R. 6331, Medicare Improvements for Patients and Providers Act of 2008 H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Supporting delay of government withholding; removal of cell-phone from listed property; repeal of private debt collection authority. H.R. 3947, To amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements H.R. 3580, Food and Drug Administration Amendments Act of 2007 Implementation of the Medicare Modernization Act of 2003 (Health Savings Accounts) S. 3118, A bill to amend title XVIII of the Social Security Act to improve access to health care under the Medicare program for beneficiaries residing in rural areas. S.3101, A bill 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. S.2041, To Amend the False Claims Act H.R. 4854, False Claims Act Correction Act of 2007 H.R. 6331, Medicare Act of 2008 H.R. 1424, Mental Health and Addiction Equity Act of 2007 S. 3101, Medicare Act of 2008 H.R. 5719, Taxpayer Assistance Health Information Technology Health Savings Accounts - Substantiation of expenditures Electronic Prescribing Medicare - Cuts to Medicare Advantage and inclusion of care coordination projects Small Business Cooperatives for Healthcare Options to Improve Coverage for Employees Act of 2008 (CHOICE) S. 2818, Small Business Health Plans Act of 2008 - Closing the specialty hospital loophole

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 555, SIMPLE Cafeteria Plan Act 2007 H.R. 749, Health Care Choices for Seniors Act H.R. 324, Working Families Wage and Access to Health Care Act H.R.241, Small Business Health Fairness Act of 2007 S. 2818, Small Business Health Plans Act of 2008 S. 2795, Small Business Health Options Program Act of 2008 H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 S. 2902, Independent Office of Advocacy and Small Business Regulatory Reform Act of 2008 S. 2920, SBA Reauthorization and Improvement Act of 2008 28 CFR Part 36, RIN 1190AA44, Nondiscrimination on the Basis of Disability by Public Accommodations and in Commercial Facilities: Small business safe haven provisions in Notice of Proposed Rulemaking (proposed regulations pertaining to Americans with Disabilities Act of 1990) H.R. 5789, SBIR reauthorization: Changes in the definition of "small business" SBAs Comprehensive Review of Size Standards Defining Small Businesses

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. H.R.5718: to provide that 8 of the 12 weeks of parental leave made available to a federal employee shall be paid leave, and for other purposes. H.R.6029: to amend the Family and Medical Leave Act of 1993 to eliminate an hours of service requirement for benefits under that law. H.R.6111:to amend the Fair Labor Standards Act to require employers to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for employers who misclassify employees as non-employees, and for other purposes. H.R.6142: To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an exemption from preemption under such title for State tort actions to recover damages arising from the failure of the plan to timely provide such benefits. H.R.6143: To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S.1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S.1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S.1570: To amend the National Labor Relations Act to protect employer rights. S.2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.2933: to improve the employability of older Americans.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

TAX (Tax) (Legislative): H.R. 914: Tax Equity and Affordability Act (Ryan); H.R. 2302: Health Insurance Affordability Act (King); H.R. 2582: Qualified Long-term Care Fairness Act (Brown-Waite) (continued) (TAX (Tax) Legislative continued) H.R. 2639: Promoting Health for Future Generations Act (provisions relating to HSAs) (Boustany); H.R. 3088: Long-Term Care Act (Terry); H.R. 3234: HSA Improvement and Expansion Act (Cantor); H.R. 3306: Flexible Health Savings Act (Royce); H.R. 3363: Long-Term Care Affordability and Security Act (Pomeroy); H.R. 3920: Trade and Globalization Assistance Act (provisions relating to health care tax credits, COBRA continuation coverage, health insurance reforms) (Rangel); H.R. 5559: Long-Term Care and Retirement Security Act (Putnam); H.R. 5719: Taxpayer Assistance and Simplification Act (HSA provision); H.R. 6237: Tax Relief for Long-Term Care Act (Courtney); S. 397: Tax Equity and Affordability Act (Martinez); S. 504: Long-Term Care Trust Account Act (Smith); S. 555: SIMPLE Cafeteria Plan Act (Snowe); S. 897: Alzheimer's Family Assistance Act (Mikulski); S. 1809: Long-Term Care Act (Thune); S. 2237: Long-Term Care Affordability and Security Act (Grassley); S. 2835: Health Care Equity Act (DeMint). TAX (Tax) Regulatory: None to report.

Client expense: $1,850,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 3221- The Foreclosure Prevention Act of 2008 S. 2636 - The Foreclosure Prevention Act of 2008 S. 1693 The Wired for Healthcare Quality Act 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 H.R. 6143 Pension Protection Act ERISA Amendments of 2008

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

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

H.R. 5351, Renewable Energy and Energy Conservation Tax Act of 2008 H. Con. Res. 312 and S. Con. Res. 70: Budget Resolution for FY2009 - all tax provisions H.R. 3996, Temporary Tax Relief Act of 2007, including bonus depreciation and increased expensing. Estate/ Death Tax Issues H. R. 4172, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500,000. H.R.4042, Family Farm, Small Business, and Home Tax Relief Act H. R. 4235, Estate Tax Reduction Act of 2007 H. R. 3475, To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1-year termination of the estate tax, and for other purposes. H.R.2380, Death Tax Repeal Permanency Act of 2007 H.R. 4235, Estate Tax Reduction Act of 2007. H. R. 4242, Certain and Immediate Estate Tax Relief Act of 2007 H.R.3170, Capital Gains and Estate Tax Relief Act of 2007 S.1726, Business Activity Tax Simplification Act of 2007. H.R. 5267, Business Activity Tax Simplification Act of 2008. S.AMDT.4160 to S.CON.RES.70 To provide tax relief to middle-class families and small businesses, property tax relief to homeowners. S.AMDT.4170 to S.CON.RES.70 To protect families, family farms and small businesses by extending the income tax rate structure, raising the death tax exemption to $5 million and reducing the maximum death tax rate to no more than 35%; to keep education affordable by extending the college tuition deduction; and to protect senior citizens from higher taxes on their retirement income, maintain U.S. financial market competitiveness, and promote economic growth by extending the lower tax rates on dividends and capital gains. S.AMDT.4191 and S.AMDT.4372 to S.CON.RES.70 To protect small businesses, family ranches and farms from the Death Tax by providing a $5 million exemption, a low rate for smaller estates and a maximum rate no higher than 35%. Research and Development Tax Credit issues S.AMDT.4348 to S.CON.RES.70 Including the portion on extending expiring tax provisions such as the R&D Tax Credit. S. 2209, Research Credit Improvement Act of 2007. H.R. 1712, Research and Development Tax Credit Act of 2007. S. 41, Research Competitiveness Act of 2007. S. 2318, AMT Repeal and Tax Freedom. S. 2293, Individual Alternative Minimum Tax Repeal Act of 2007. H.R. 4351, AMT Relief Act of 2007. S. 2199, Offshore Deferred Compensation Reform Act of 2007. H.R. 5267, Offshore Deferred Compensation Reform Act of 2007. H.R. 2419, Farm, Nutrition, and Bioenergy Act of 2007, including the payfor, settlement and tax provisions. S.2242, Heartland, Habitat Harvest, and Horticulture Act of 2007, including the payfor, settlement and tax provisions. H.R. 5140, Economic Stimulus Act of 2008. Including the bonus depreciation, increased expensing and tax provisions H.R. 5109, Economic Growth Act. S.2592, A bill to amend the Internal Revenue Code of 1986 to provide for permanent tax incentives for economic growth. Specter Proposal to Promote Economic Growth H.R. 1023, Withholding Relief Act H.R. 5719, Taxpayer Assistance and Simplification Act of 2008 H.R. 5720, Housing Assistance Tax Act S. 2821, Clean Energy Tax Stimulus Act H.R. 6049, Energy and Tax Extender Act H.R. 6275, Alternative Minimum Tax Relief Act of 2008 H.R. 2642, War Supplemental Appropriations bill S. 3125, Energy Independence and Tax Relief Act of 2008 S. 3044, Consumer-First Energy Act of 2008 Treaty on Taxation Between the United States and Croatia Internal Revenue Service Notice 2008-38 (Government entities required to withhold 3% on payments for services and property) H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008 H.R. 2641, Military Construction and Veterans Affairs Appropriations of 2008, including domestic spending amendment which which would impose a 0.47% tax surcharge on individual taxpayers who make more than $500,000 and couples who make more than $1 million in adjusted gross income. S. 2886, Alternative Minimum Tax and Extenders Tax Relief Act of 2008 H.R. 3221, American Housing Rescue and Foreclosure Prevention Act of 2008: Tax Title & Crapo Amendments Nos. 5009 & 5110 S. 555, SIMPLE Cafeteria Plan Act of 2007: Entire bill S Corporation modernization proposals Energy Tax Policy: LIFO accounting method proposed legislation (not introduced) Senator Specter legislation topromoteeconomic growth (not introduced) President's FY 2009 Budget - Treasury Bluebook: Pages 61-85: Tax gap proposals S. 1140, Working American Competitiveness Act H.R. 4752, Working American Competitiveness Act H.R. 5720, Housing Assistance Tax Act of 2008: Revenue provisions H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Entire bill S. 2792, A bill to amend the Internal Revenue Code of 1986 to restore the deduction for the travel expenses of a taxpayer's spouse who accompanies the taxpayer on business travel H.R. 2419, Food and Energy Security Act of 2007: Revenue provisions H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 H.R. 5267, Business Activity Tax Simplification Act H.R. 1023, Withholding Tax Relief Act of 2007 H.R. 2881, Aviation Investment and Modernization Act of 2008: Revenue provisions H.R. 6049, Renewable Energy and Job Creation Act of 2008: Entire bill H.R. 2642, Military Construction and Veterans Affairs Appropriations Act of 2008: Amendment on "Patriot Tax Surcharge" S. 3044, Consumer-First Energy Act of 2008: Title I - Tax provisions related to oil and gas S. 777, Withholding Tax Relief Act of 2007 H.R. 1870, Contractor Tax Enforcement Act: provisions on contractor tax debts H.R. 1986, Federal Contractor Accountability Act: provisions on contractor tax debts H.R. 3056, Tax Collection Responsibility Act: provisions on Withholding Delay, Prohibition on Private Debt Collection H.R. 4881, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors S. 2519, Contracting and Tax Accountability Act of 2007: provisions on Tax delinquency for contractors Tax Delinquency FAR Case 2006011: provisions on Tax certifications by contractors Notice 2008-38, 3% Withholding Law: Treasury notice on 3% withholding law Safe, Accountable, Flexible, Efficient Transportation Equity Act of 2005: A Legacy for Users (SAFETEA-LU): Section 11113. Volumetric Excise Tax Credit for Alternative Fuels H.R. 5140, Economic Stimulus Act of 2008: Section 179 regarding expensing and bonus depreciation Proposed revenue raiser related to credit card reporting

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 555, SIMPLE Cafeteria Plan Act 2007 H.R. 749, Health Care Choices for Seniors Act H.R. 324, Working Families Wage and Access to Health Care Act H.R.241, Small Business Health Fairness Act of 2007 S. 2818, Small Business Health Plans Act of 2008 S. 2795, Small Business Health Options Program Act of 2008 H.R. 5906, Small Business Capital Expansion and Improvement Act of 2008 S. 2902, Independent Office of Advocacy and Small Business Regulatory Reform Act of 2008 S. 2920, SBA Reauthorization and Improvement Act of 2008 28 CFR Part 36, RIN 1190AA44, Nondiscrimination on the Basis of Disability by Public Accommodations and in Commercial Facilities: Small business safe haven provisions in Notice of Proposed Rulemaking (proposed regulations pertaining to Americans with Disabilities Act of 1990) H.R. 5789, SBIR reauthorization: Changes in the definition of "small business" SBAs Comprehensive Review of Size Standards Defining Small Businesses

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 555, SIMPLE Cafeteria Plan Act 2007 H.R. 6357, Protecting Records, Optimizing Treatment, and Easing Communication through Healthcare Technology Act of 2008 Small Business Cooperative for Healthcare Options to Improve Act of 2008 (CHOICE) H.R. 493 / S. 358, Genetic Information Nondiscrimination Act of 2007 H.R. 4296, Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 S. 2480, Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 S. 1693/H.R. 3800, Wired for Health Care Quality Act H.R. 749, Health Care Choices for Seniors Act H.R. 2639, Promoting Health for Future Generations Act of 2007 S. 3234, Promoting Health for Future Generations Act of 2007 H.R. 2497, Fair and Reliable Medical Justice Act H.R.2580, Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2007 S.1481, Fair and Reliable Medical Justice Act H.R. 2499, Medicaid and SCHIP Extension Act of 2007 S. 1544, Medicare Quality Enhancement Act of 2007 H.R. 1424, Paul Wellstone Mental Health and Addiction Equity Act of 2007 S. 558, Mental Health Parity Act of 2007 H.R. 4, Medicare Prescription Drug Price Negotiation Act of 2007 S. 1951, Fair Medicaid Drug Payment Act of 2007 H.R. 3140, Saving Our Community Pharmacies Act of 2007 H.R.241, Small Business Health Fairness Act of 2007 H.R.1666, Health Care Price Transparency Promotion Act S.1019, Universal Health Care Choice and Access Act H.R. 3717, Healthy Workforce Act of 2007 H.R. 853, Wellness and Prevention Act 2007 S. 1753, Healthy Workforce Act of 2007 S. 2818, Small Business Health Plans Act of 2008 S. 2795, Small Business Health Options Program Act of 2008 H.R. 3800, To amend the Public Health Service Act to promote the adoption of health information technology, and for other purposes H.R. 6381, Medical Device Safety Act Small Business Cooperatives for Healthcare Options to Improve Coverage for Employees Act of 2008 (CHOICE) (not yet introduced) H.R. 6331, Medicare Improvements for Patients and Providers Act of 2008 H.R. 5719, Taxpayer Assistance and Simplification Act of 2008: Supporting delay of government withholding; removal of cell-phone from listed property; repeal of private debt collection authority. H.R. 3947, To amend the Internal Revenue Code of 1986 to provide for a carryforward of unused benefits in health flexible spending arrangements H.R. 3580, Food and Drug Administration Amendments Act of 2007 Implementation of the Medicare Modernization Act of 2003 (Health Savings Accounts) S. 3118, A bill to amend title XVIII of the Social Security Act to improve access to health care under the Medicare program for beneficiaries residing in rural areas. S.3101, A bill 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. S.2041, To Amend the False Claims Act H.R. 4854, False Claims Act Correction Act of 2007 H.R. 6331, Medicare Act of 2008 H.R. 1424, Mental Health and Addiction Equity Act of 2007 S. 3101, Medicare Act of 2008 H.R. 5719, Taxpayer Assistance Health Information Technology Health Savings Accounts - Substantiation of expenditures Electronic Prescribing Medicare - Cuts to Medicare Advantage and inclusion of care coordination projects Small Business Cooperatives for Healthcare Options to Improve Coverage for Employees Act of 2008 (CHOICE) S. 2818, Small Business Health Plans Act of 2008 - Closing the specialty hospital loophole

Client expense: $7,890,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Tax issues - S 897, Alzheimer's Family Assistance Act of 2007; S 504, Long-Term Care Trust Account Act of 2007; HR 2639, Promoting Health for Future Generations Act of 2007; HR 2582, Qualified Long-term Care Fairness Act of 2007; S 555, SIMPLE Cafeteria Plan Act of 2007; HR 914, Tax Equity and Affordability Act of 2007; S 397, Tax Equity and Affordability Act of 2007; HR 2302, Health Insurance Affordability Act of 2007; S 1809, Long-Term Care Act of 2007; HR 3088, Long-Term Care Act of 2007; HR 3234, HSA Improvement and Expansion Act of 2007; HR 3306, Flexible Health Savings Act of 2007; HR 3363, Long-Term Care Affordability and Security Act of 2007; S 2337, Long-Term Care Affordability and Security Act of 2007; HR 3920, Trade and Globalization Assistance Act of 2007; HR 5559, Long-Term Care and Retirement Security Act of 2008; HR 5719, Taxpayer Assistance and Simplification Act of 2008; S 2835, To amend the Internal Revenue Code of 1986 to allow the purchase of health insurance with pre-tax dollars; HR 6237, Tax Relief for Long-Term Care Act of 2008.

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

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

See attachment. RET Second Quarter Report 2008 H.R. 2 - Fair Minimum Wage Act H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S. 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. 6143 Pension Protection Act ERISA Amendments of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 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 H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1288 - Women's Retirement Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 3952 - Automatic IRA Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 1693 The Wired for Healthcare Quality Act Final 403(b) Regulations/Revenue Proceeding 2007-71 - issues related to timing relief, clarification of transition relief, grandfathering, effective date and restrictions on immediate redeemability. Department of Labor - Regulation on annual reporting obligations 29 CFR 2920-103-1; 72 FR 221 Notice of adoption of revisisions to annual return/report forms. Department of Labor - Final Revised Form 5500 (2009) - New Fee Reporting Rules - request changes to final rules.

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

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

Long Term Care: Class Act: HR 3001; S 1758. Long Term Care: Cafeteria plan: FSA Legislation: HR 3363; S 555. Pension Protection Act (Technical Correction, 2nd round): HR 6143; S 190. 401(k) plan fee issues: HR 3185. Life non-life consolidated returns: S 1366; HR 1810. Life Insurance, Annuities, Company Tax issues Education.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. H.R.5718: to provide that 8 of the 12 weeks of parental leave made available to a federal employee shall be paid leave, and for other purposes. H.R.6029: to amend the Family and Medical Leave Act of 1993 to eliminate an hours of service requirement for benefits under that law. H.R.6111:to amend the Fair Labor Standards Act to require employers to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for employers who misclassify employees as non-employees, and for other purposes. H.R.6142: To amend title I of the Employee Retirement Income Security Act of 1974 to provide, in the case of an employee welfare benefit plan providing benefits in the event of disability, an exemption from preemption under such title for State tort actions to recover damages arising from the failure of the plan to timely provide such benefits. H.R.6143: To make technical corrections to the Pension Protection Act of 2006 relating to the Employee Retirement Income Security Act of 1974, and for other purposes. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S.1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S.1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S.1570: To amend the National Labor Relations Act to protect employer rights. S.2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.2933: to improve the employability of older Americans.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

S897 Alzheimer's Family Assistance Act of 2007 S504 Long Term Care Trust Accounts Act of 2007 S555 Simple Cafeteria Plan Act of 2007 HR493 Genetic Information Non-Discrimination Act of 2007 HR3363 Long Term Care Affordability and Security Act of 2007 S2337 Long Term Care Affordability and Security Act of 2007 HR5559 Long Term Care Retirement and Security Act of 2008

Client expense: $800,000 · Firm income: Not reported

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

S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 749 Health Care Choices for Seniors Act H.R. 324 Working Families Wage and Access to Health Care Act H.R.241 Small Business Health Fairness Act of 2007

Client expense: $9,820,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

H.R. 3717 / S. 1753, Healthy Workforce Act of 2007- tax credits for employers that participate in wellness programs. S. 558, Mental Health Parity Act of 2007- provisions on parity of mental health benefitsH.R. 1424- The Paul Wellstone Mental Health and Addiction Equity Act of 2007- parity for coverage of mental health benefits H.R. 3800 / S. 1693, Wired for Health Care Quality Act H.R. 853- Wellness and Prevention Act of 2007-tax credits for employers and employees that participate in comprehensive wellness programs S. 1481- Fair and Reliable Medical Justice Act- health care demonstration projects H.R. 2497- Fair and Reliable Medical Justice Act- health care demonstration projects S. 1544- Medicare Quality Enhancement Act of 2007- providing qualified organizations with access to Medicare claims data, enrollment, survey and assessment data for development of reports on the quality and cost of nation's health care system. H.R. 3580 Food and Drug Administration Amendments Act of 2007 H.R. 3947 To amend the Internal Revenue Code of 1986 to provide for a carry forward of unused benefits in health care flexible spending arrangements S.1019 Universal Health Care Choice and Access Act H.R. 3717 Healthy Workforce Act of 2007 S. 1753 Healthy Workforce Act of 2007 S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 2900/H.R. 3580/S. 1082 To amend the Federal Food, Drug, and Cosmetic Act to revise and extend the user-fee programs for prescription drugs and for medical devices, to enhance the post market authorities of the Food and Drug Administration with respect to the safety of drugs, and for other purposes H.R. 493 Genetic Information Nondiscrimination Act of 2007 S. 358 Genetic Information Nondiscrimination Act of 2007 H.R. 4296 Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 S. 2480 Medicare Electronic Medication and Safety Protection (E-MEDS) Act of 2007 H.R. 749 Health Care Choices for Seniors Act H.R. 2639 Promoting Health for Future Generations Act of 2007 S. 3234 Promoting Health for Future Generations Act of 2007 H.R.2580 Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2007 H.R. 2499 Medicaid, and SCHIP Extension Act of 2007 H.R. 118 To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries H.R. 3161 Making appropriations for Agriculture, Rural Development, Food and Drug Administration, and Related Agencies programs for the fiscal year ending September 30, 2008, and for other purposes H.R. 4 Medicare Prescription Drug Price Negotiation Act of 2007 S. 1951 Fair Medicaid Drug Payment Act of 2007 S. 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S. 3 Medicare Prescription Drug Price Negotiation Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R.241 Small Business Health Fairness Act of 2007 H.R. 3963 Children's Health Insurance Program Reauthorization Act of 2007 H.R. 976 Children's Health Insurance Program Reauthorization Act of 2007 S. 2499 A bill to amend titles XVIII, XIX, and XXI of the Social Security Act to extend provisions under the Medicare, Medicaid, and SCHIP programs, and for other purposes H.R.1666 Health Care Price Transparency Promotion Act H.R. 2991, Independent Health Record Trust Act- credit union-like banks to hold electronic health record information Covered Official Positions Continued: Doug Loon; Staff Director - Senate Veterans Affairs Cmte, LC - Senator Arlen Specter, Leg. Monitor - Senator Arlen Specter

Client expense: $9,820,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Copyright Office, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR), Vice President of the U.S., White House Office

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S. 1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S. 1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S. 1570: To amend the National Labor Relations Act to protect employer rights. S. 2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions.

Client expense: $870,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

S504: LONG TERM CARE TRUST ACCOUNTS ACT; ALL PROVISIONS OF THE BILL S555: SIMPLE CAFETERIA PLAN ACT; LONG-TERM CARE PROVISIONS H.RES.CON.133: SUPPORTING THE GOALS OF THE LONG TERM CARE AWARENESS WEEK; ALL PROVISIONS OF THE BILL S1010/HR2205: TAX INCENTIVE FOR NON QUALIFIED ANNUITIES; ALL PROVISIONS OF THE BILL S1288: WOMEN'S RETIREMENT ACT OF 2007; ALL PROVISIONS OF THE BILL S1141: AUTOMATIC IRA ACT OF 2007; ALL PROVISIONS OF THE BILL S1974/HR3361: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; ALL PROVISIONS OF THE BILL HR3185: 401(K) FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2007; ALL PROVISIONS OF THE BILL S2337/HR3363: LONG-TERM CARE AFFORDABILITY AND SECURITY ACT OF 2007; ALL PROVISIONS OF THE BILL S1809/HR3088: LONG-TERM CARE ACT OF 2007; ALL PROVISIONS OF THE BILL HR2582: QUALIFIED LONG-TERM CARE FAIRNESS ACT OF 2007; ALL PROVISIONS OF THE BILL S2268: LONG TERM CARE INSURANCE INTEGRITY ACT OF 2007; ALL PROVISIONS OF THE BILL S2473: DEFINED CONTRIBUTION FEE DISCLOSURE ACT; ALL PROVISIONS OF THE BILL HR4839: TAX TECHNICAL CORRECTIONS; ALL PROVISIONS OF THE BILL HR2419: FARM BILL EXTENSION ACT; TAX PROVISIONS HR3997: HEROES EARNINGS ASSISTANCE AND RELIEF TAX ACT; SAVINGS PROVISIONS HR5160: SMALL BUSINESS ADD VALUE FOR EMPLOYEES ACT OF 2008; ALL PROVISIONS OF THE BILL HR5559: LONG TERM CARE AND RETIREMENT SECURITY ACT OF 2008; ALL PROVISIONS OF THE BILL S2794: SENIOR INVESTOR PROTECTION ACT OF 2008; ALL PROVISIONS OF THE BILL

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S. 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008

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

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

See attachment. RET First Quarter Report 2008 H.R. 46 - Small Business Tax Fairness and Simplification Act H.R. 914 - Tax Equity and Affordability Act H.R. 976 - Small Business Tax Relief Act H.R. 1807 - Alzheimers Family Assistance Act H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 3088 Long-Term Care Act of 2007 H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006 H.R. 3363 Long Term Care Affordability and Security Act of 2007 H.R. 3765 The Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 4839 Tax Technical Corrections H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act S. 897 - Alzheimers Family Assistance Act S. 1087 Fair Pay Act RET First Quarter Report 2008 continued S. 1288 - Women's Retirement Act of 2007 S. 1758 Community Living Assistance Services and Supports Act S. 1809 Long-Term Care Act of 2007 S. 1974 - The Pension Protection Technical Corrections Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 2794 The Senior Investor Protection Act of 2008 S. 3952 - Automatic IRA Act of 2007 Department of Labor Guidance Level Fee Exemption (Section 408(b)(14) and 408(g)(2) of ERISA) and IRA Exemption (Section 601(b)(3) of Pension Protection Act of 2006). Final 403(b) Regulations/Revenue Proceeding 2007-71 issues related to timing relief, clarification of transition relief, grandfathering and effective date. Department of Labor proposed amendments to Reg. Section 2550.408b-2 interpreting service provider prohibited transaction exemption under ERISA section 408(b)(2). Draft of Rep. Andrews Easy 401(k) Bill. Department of Labor Final Revised Form 5500 (2009) New Fee Reporting Rules request changes to final rules.

Client expense: $875,000 · Firm income: Not reported

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

TAX (Tax) (Legislative): H.R. 914: Tax Equity and Affordability Act (Ryan); H.R. 2302: Health Insurance Affordability Act (King); H.R. 2582: Qualified Long-term Care Fairness Act (Brown-Waite) (continued) (TAX (Tax) Legislative continued) H.R. 2639: Promoting Health for Future Generations Act (Boustany); H.R. 3088: Long-Term Care Act (Terry); H.R. 3234: HSA Improvement and Expansion Act (Cantor); H.R. 3306: Flexible Health Savings Act (Royce); H.R. 3363: Long-Term Care Affordability and Security Act (Pomeroy); H.R. 3920: Trade and Globalization Assistance Act (Rangel); H.R. 5559: Long-Term Care and Retirement Security Act (Putnam); S. 397: Tax Equity and Affordability Act (Martinez); S. 504: Long-Term Care Trust Account Act (Smith); S. 555: SIMPLE Cafeteria Plan Act (Snowe); S. 897: Alzheimer's Family Assistance Act (Mikulski); S. 1809: Long-Term Care Act (Thune); S. 2237: Long-Term Care Affordability and Security Act (Grassley) TAX (Tax) Regulatory: None to report.

Client expense: $1,820,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of

H.R.2: To amend the Fair Labor Standards Act of 1938 to provide for an increase in the Federal minimum wage. H.R.19: To require employers to conduct employment eligibility verification. H.R.493: To prohibit discrimination on the basis of genetic information with respect to health insurance and employment. H.R.697: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities. H.R.1369: To amend the Family and Medical Leave Act of 1993 to expand the scope of the Act, and for other purposes. H.R.1542: To provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. H.R.1644: To amend the National Labor Relations Act to clarify the definition of "supervisor" for purposes of such Act. H.R. 2670: To amend the National Labor Relations Act to protect employer rights. H.R.2792: To amend the Family and Medical Leave Act of 1993 to permit leave to care for a same-sex spouse, domestic partner, parent-in-law, adult child, sibling, or grandparent who has a serious health condition. H.R. 4301: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions. S.358: A bill to prohibit discrimination on the basis of genetic information with respect to health insurance and employment. S.555: A bill to amend the Internal Revenue Code of 1986 to allow small businesses to set up simple cafeteria plans to provide nontaxable employee benefits to their employees, to make changes in the requirements for cafeteria plans, flexible spending accounts, and benefits provided under such plans or accounts, and for other purposes. S.910: A bill to provide for paid sick leave to ensure that Americans can address their own health needs and the health needs of their families. S.1041: A bill to amend the National Labor Relations Act to establish an efficient system to enable employees to form, join, or assist labor organizations, to provide for mandatory injunctions for unfair labor practices during organizing efforts, and for other purposes. S. 1301: To preserve and protect the free choice of individual employees to form, join, or assist labor organizations, or to refrain from such activities; read the first time. S. 1312: To amend the National Labor Relations Act to ensure the right of employees to a secret-ballot election conducted by the National Labor Relations Board. S. 1570: To amend the National Labor Relations Act to protect employer rights. S. 2419: to permit employees to request, and to ensure employers consider requests for, flexible work terms and conditions.

Client expense: $870,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade & Development Agency (USTDA), U.S. Trade Representative (USTR)

Tax issues - S 897, Alzheimer's Family Assistance Act of 2007; S 504, Long-Term Care Trust Account Act of 2007; HR 2639, Promoting Health for Future Generations Act of 2007; HR 2582, Qualified Long-term Care Fairness Act of 2007; S 555, SIMPLE Cafeteria Plan Act of 2007; HR 914, Tax Equity and Affordability Act of 2007; S 397, Tax Equity and Affordability Act of 2007; HR 2302, Health Insurance Affordability Act of 2007; S 1809, Long-Term Care Act of 2007; HR 3088, Long-Term Care Act of 2007; HR 3234, HSA Improvement and Expansion Act of 2007; HR 3306, Flexible Health Savings Act of 2007; HR 3363, Long-Term Care Affordability and Security Act of 2007; S 2337, Long-Term Care Affordability and Security Act of 2007; HR 3920, Trade and Globalization Assistance Act of 2007; HR 5559, Long-Term Care and Retirement Security.

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

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

S897 - Alzheimer's Family Assistance Act of 2007 S504 - Long Term Care Trust Accounts Act of 2007 S555 - Simple Cafeterial Plan Act of 2007 HR493 - Genetic Information Non-Discrimination Act of 2007 HR3363 - Long Term Care Affordability and Security Act of 2007 S2337 - Long Term Care Affordability and Security Act of 2007

Client expense: $900,000 · Firm income: Not reported

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

S. 558- Mental Health Parity Act of 2007- opposed parity between coverage of mental health benefits and benefits for medical and surgical services H.R. 324 Working Families Wage and Access to Health Care Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 1424- The Paul Wellstone Mental Health and Addiction Equity Act of 2007- supported parity between coverage of mental health benefits for medical and surgical services Wired for Health Care Quality Act- supported widespread adoption of nationwide, interoperability health information technology infrastructure H.R. 853- Wellness and Prevention Act of 2007- supported tax credits for employers and employees that participate in comprehensive wellness programs S. 1481- Fair and Reliable Medical Justice Act- supported grant funding to produce health court demonstration projects H.R. 2497- Fair and Reliable Medical Justice Act- supported grant funding to produce health court demonstration projects S. 1544- Medicare Quality Enhancement Act of 2007- supported creation of pay for performance and transparency initiatives by providing qualified organizations with access to Medicare claims data, enrollment, survey and assessment data for development of reports on the quality and cost of nation's health care system. Healthy Workforce Act of 2007- supported tax credits for employers that participate in comprehensive wellness programs. Independent Health Record Trust Act- supported credit union-like banks to hold electronic health record information SCHIP(1): Children's Health Insurance Program Reauthorization Act of 2007, H.R. 976- Opposed expanded coverage for the State Children's Health Insurance Program (SCHIP(2): Children's Health Insurance Program Reauthorization Act of 2007, H.R. 3963; SCHIP(3, CHAMP): Children's Health and Medicare Protection Act of 2007, H.R. 3162) Medicare: Medicare, Medicaid, and SCHIP Extension Act of 2007 (Enrolled as Agreed to or Passed by Both House and Senate, S. 2499)- Focused on employer coverage of end stage renal disease from 30 to 42 months. Biologics Price Competition and Innovation Act of 2007- weighed in on creation of regulatory pathway for licensing of biosimilar biological products Non-numbered House FDA-related bills concerning: Prescription Drug User Fee Ace, Medical Device User Fee and Modernization Act, Drug Safety/Risk Evaluation and Mitigation Strategy; Clinical Trials; and Reagan-Udall Institute for Applied Biomedical Research S.1082; Food and Drug Administration Revitalization Act- Bill concerns Prescription Drug User Fee Act, Medical Device User Fee and Modernization Act, Drug Safety/Risk Evaluation and Mitigation Strategy; Clinical Trials; Reagan-Udall Institute for Applied Biomedical Research; and importation of drugs S. 3 Medicare Fair Prescription Drug Price Act of 2007- opposed legalizing importation of drugs H.R. 4 Medicare Prescription Drug Price Negotiation Act of 2007 H.R. 118 To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries S. 250 Medicare Enhancements for Needed Drugs Act of 2007 S. 1951 Fair Medicaid Drug Payment Act of 2007 S. 976 Genomics and Personalized Medicine Act of 2007 H.R. 3947 To amend the Internal Revenue Code of 1986 to provide for a carry forward of unused benefits in health flexible spending arrangements S. 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S. 358 Genetic Information Nondiscrimination Act of 2007 H.R. 493 Genetic Information Nondiscrimination Act of 2007 S.1019 Universal Health Care Choice and Access Act H.R. 1046 Medicare Quality Improvement Organization Modernization Act of 2007 H.R.2580 Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2007 H.R.1666 Health Care Price Transparency Promotion Act H.R.241 Small Business Health Fairness Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R. 749 Health Care Choices for Seniors Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 1424 Paul Wellstone Mental Health and Addiction Equity Act of 2007 H.R. 3717 Healthy Workforce Act of 2007 S. 1753 Healthy Workforce Act of 2007 H.R. 2639/ S. 3234 Promoting Health for Future Generations Act of 2007 S. 1693/H.R. 3800 Wired for Health Care Quality Act S. 1544 Medicare Quality Enhancement Act of 2007 S. 1753 Healthy Workforce Act 2007

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), UNDETERMINED

H.R.241 Small Business Health Fairness Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R. 749 Health Care Choices for Seniors Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 853 Wellness and Prevention Act 2007 H.R. 3717 Healthy Workforce Act of 2007 S. 1753 Healthy Workforce Act of 2007 H.R. 3947 To amend the Internal Revenue Code of 1986 to provide for a carry forward of unused benefits in health flexible spending arrangements

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), UNDETERMINED

TAX (Tax) (Legislative): H.R. 914: Tax Equity and Affordability Act (Ryan); H.R. 2302: Health Insurance Affordability Act (King); H.R. 2582: Qualified Long-term Care Fairness Act (Brown-Waite) (continued) (TAX (Tax) Legislative continued) H.R. 2639: Promoting Health for Future Generations Act (Boustany); S. 397: Tax Equity and Affordability Act (Martinez); S. 504: Long-Term Care Trust Account Act (Smith); S. 555: SIMPLE Cafeteria Plan Act (Snowe); S. 897: Alzheimer's Family Assistance Act (Mikulski) TAX (Tax) Regulatory: Implementation of the health savings account provisions of the Medicare Act.

Client expense: $3,420,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Office of Personnel Management (OPM), SENATE, Social Security Administration (SSA), Treasury, Dept of, UNDETERMINED

S40 - National Insurance Act of 2007, all aspects relating to insurance regulation. HR 1810 - To amend the Internal Revenue Cold of 1986, all issues relating to life/non-life consolidation. HR 2761 - TRIREA (Terrorism Risk Insurance Revision and Extension Act of 2007), all aspects relating to inclusion of group life. S1693 - Wired for Health Care Quality Act, all aspects relating to health information systems. S358 - Genetic Information Non-discrimination Act of 2007, all aspects relating to definition of "genetic testing." HR 493 - Genetic Information Non-discrimination Act of 2007, all aspects relating to definition of "genetic testing." S555 - A bill to amend the Internal Revenue Code of 1986, all aspects relating to new employee cafeteria plans. HR 3363 - To amend the Internal Revenue Code of 1986 to allow long-term care insurance to be offered under cafeteria plans and flexible spending arrangements and to provide additional consumer protections for long-term care insurance. S2337 - To amend the Internal Revenue Code of 1986 to allow long-term care insurance to be offered under cafeteria plans and flexible spending arrangements and to provide additional consumer protections for long-term care insurance.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S40 - National Insurance Act of 2007, all aspects relating to insurance regulation. HR 1810 - To amend the Internal Revenue Cold of 1986, all issues relating to life/non-life consolidation. HR 2761 - TRIREA (Terrorism Risk Insurance Revision and Extension Act of 2007), all aspects relating to inclusion of group life. S1366 - A bill to amend the Internal Revenue Code of 1986, all aspects relating to consolidation of affiliated company tax returns. S358 - Genetic Information Non-discrimination Act of 2007, all aspects relating to definition of "genetic testing." HR 493 - Genetic Information Non-discrimination Act of 2007, all aspects relating to definition of "genetic testing." S555 - A bill to amend the Internal Revenue Code of 1986, all aspects relating to new employee cafeteria plans. HR 3363 - To amend the Internal Revenue Code of 1986 to allow long-term care insurance to be offered under cafeteria plans and flexible spending arrangements and to provide additional consumer protections for long-term care insurance.

Client expense: $154,072 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.241 Small Business Health Fairness Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R. 749 Health Care Choices for Seniors Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 853 Wellness and Prevention Act 2007 H.R. 3717 Healthy Workforce Act of 2007 S. 1753 Healthy Workforce Act of 2007 H.R. 3947 To amend the Internal Revenue Code of 1986 to provide for a carry forward of unused benefits in health flexible spending arrangements

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

S. 558- Mental Health Parity Act of 2007- opposed parity between coverage of mental health benefits and benefits for medical and surgical services H.R. 324 Working Families Wage and Access to Health Care Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 1424- The Paul Wellstone Mental Health and Addiction Equity Act of 2007- supported parity between coverage of mental health benefits for medical and surgical services Wired for Health Care Quality Act- supported widespread adoption of nationwide, interoperability health information technology infrastructure H.R. 853- Wellness and Prevention Act of 2007- supported tax credits for employers and employees that participate in comprehensive wellness programs S. 1481- Fair and Reliable Medical Justice Act- supported grant funding to produce health court demonstration projects H.R. 2497- Fair and Reliable Medical Justice Act- supported grant funding to produce health court demonstration projects S. 1544- Medicare Quality Enhancement Act of 2007- supported creation of pay for performance and transparency initiatives by providing qualified organizations with access to Medicare claims data, enrollment, survey and assessment data for development of reports on the quality and cost of nation's health care system. Healthy Workforce Act of 2007- supported tax credits for employers that participate in comprehensive wellness programs. Independent Health Record Trust Act- supported credit union-like banks to hold electronic health record information SCHIP(1): Children's Health Insurance Program Reauthorization Act of 2007, H.R. 976- Opposed expanded coverage for the State Children's Health Insurance Program (SCHIP(2): Children's Health Insurance Program Reauthorization Act of 2007, H.R. 3963; SCHIP(3, CHAMP): Children's Health and Medicare Protection Act of 2007, H.R. 3162) Medicare: Medicare, Medicaid, and SCHIP Extension Act of 2007 (Enrolled as Agreed to or Passed by Both House and Senate, S. 2499)- Focused on employer coverage of end stage renal disease from 30 to 42 months. Biologics Price Competition and Innovation Act of 2007- weighed in on creation of regulatory pathway for licensing of biosimilar biological products Non-numbered House FDA-related bills concerning: Prescription Drug User Fee Ace, Medical Device User Fee and Modernization Act, Drug Safety/Risk Evaluation and Mitigation Strategy; Clinical Trials; and Reagan-Udall Institute for Applied Biomedical Research S.1082; Food and Drug Administration Revitalization Act- Bill concerns Prescription Drug User Fee Act, Medical Device User Fee and Modernization Act, Drug Safety/Risk Evaluation and Mitigation Strategy; Clinical Trials; Reagan-Udall Institute for Applied Biomedical Research; and importation of drugs S. 3 Medicare Fair Prescription Drug Price Act of 2007- opposed legalizing importation of drugs H.R. 4 Medicare Prescription Drug Price Negotiation Act of 2007 H.R. 118 To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries S. 250 Medicare Enhancements for Needed Drugs Act of 2007 S. 1951 Fair Medicaid Drug Payment Act of 2007 S. 976 Genomics and Personalized Medicine Act of 2007 H.R. 3947 To amend the Internal Revenue Code of 1986 to provide for a carry forward of unused benefits in health flexible spending arrangements S. 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S. 358 Genetic Information Nondiscrimination Act of 2007 H.R. 493 Genetic Information Nondiscrimination Act of 2007 S.1019 Universal Health Care Choice and Access Act H.R. 1046 Medicare Quality Improvement Organization Modernization Act of 2007 H.R.2580 Help Efficient, Accessible, Low-cost, Timely Healthcare (HEALTH) Act of 2007 H.R.1666 Health Care Price Transparency Promotion Act H.R.241 Small Business Health Fairness Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R. 749 Health Care Choices for Seniors Act S. 555 SIMPLE Cafeteria Plan Act 2007 H.R. 1424 Paul Wellstone Mental Health and Addiction Equity Act of 2007 H.R. 3717 Healthy Workforce Act of 2007 S. 1753 Healthy Workforce Act of 2007 H.R. 2639/ S. 3234 Promoting Health for Future Generations Act of 2007 S. 1693/H.R. 3800 Wired for Health Care Quality Act S. 1544 Medicare Quality Enhancement Act of 2007 S. 1753 Healthy Workforce Act 2007

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

H.R.241 Small Business Health Fairness Act of 2007 H.R. 324 Working Families Wage and Access to Health Care Act H.R. 749 Health Care Choices for Seniors Act S. 555 SIMPLE Cafeteria Plan Act 2007

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

S. 558- Mental Health Parity Act of 2007- opposed parity between coverage of mental health benefits and benefits for medical and surgical services H.R. 324 Working Families Wage and Access to Health Care Act S. 555 SIMPLE Cafeteria Plan Act 2007

Client expense: $19,060,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), Federal Aviation Administration (FAA), Federal Communications Commission (FCC), Federal Highway Administration (FHA), Federal Motor Carrier Safety Administration, Federal Trade Commission (FTC), Federal Transit Administration (FTA), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Intl Trade Administration (ITA), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Aeronautics & Space Administration (NASA), Natl Guard, Natl Labor Relations Board (NLRB), Natl Oceanic & Atmospheric Administration (NOAA), Natl Security Council (NSC), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR)

S358 - Genetic Information Nondiscrimination Act of 2007 S555 - A bill to amend the Internal Revenue Code of 1986 HR 3363 - A bill to amend the Internal Revenue Code of 1986 S2337 - A bill to amend the Internal Revenue Code of 1986

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Tax issues - S 897, Alzheimer's Family Assistance Act of 2007; S 504, Long-Term Care Trust Account Act of 2007; HR 2639, Promoting Health for Future Generations Act of 2007; HR 2582, Qualified Long-term Care Fairness Act of 2007; S 555, SIMPLE Cafeteria Plan Act of 2007; HR 914, Tax Equity and Affordability Act of 2007; S 397, Tax Equity and Affordability Act of 2007; HR 2302, Health Insurance Affordability Act of 2007; S 1809, Long-Term Care Act of 2007;

Client expense: Not reported · Firm income: $200,000

Government targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, White House Office