Coming Together for National Guard and Reserve Families Act of 2007

FY 2005 Department of Defense Appropriation (Helmets to Hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2242/HR 2419/HR 2881(Denial of deduction for certain settlement payments); HR 3970/HR 878/ S.601/HR 2419/HR 5720/ HR 3221 (adjusted basis reporting requirements for brokers); HR 1509/S. 902/HR 6049/S. 3125/S. 2886 (active financing exception under Subpart F); HR 5267 (Business Activity Tax Simplification Act of 2008); Issuer reporting of tax consequences of corporate actions under IRC sections 6043(c) and 6043 A; S. 636/HR 3970/HR 2419/HR 5720/HR 3221 (relating to change in due date for providing payee statements to investors); Subpart F exemption for active financing income; Low rate on dividends of individuals; Business tax reform; Valuation safe harbor under IRC section 475 mark-to-market requirements; Valuation of CDOs and related securities for purposes of section 475; IRS Notice 2006-97 concerning excess inclusion income of REIT taxable mortgage pools; Exchange traded notes/prepaid forwards (Notice 2008-2); Taxation of credit default swaps; taxation of notional principal contracts; Tax treatment of derivatives generally; Tax patent reporting; Foreign tax credit rules (including proposed "technical taxpayer" rule, noncompulsory payment rules, and treatment of UK manufactured overseas dividends tax); Allocation of income and deductions from global securities dealing operations; OECD project on attribution of profits to permanent establishments; Withholding tax consequences of self tenders and other distributions analyzed under IRC section 302; OECD Forum on Tax Administration's project on tax intermediaries and banks; OECD and EU projects on provision of treaty withholding tax relief when investment is made through collective investment vehicles or other intermediated structures; Arbitration provisions in OECD Model Tax Convention, U.S. bilateral tax treaties, U.S. Model Treaty; International reform generally, including importance of interest expense allocation rules; IRS Form W-8 and instructions; Currency gains and losses of qualified business units under IRC section 987; Application of FIRPTA to debt exchangeable into REIT shares; Cross-border equity swaps; HR 4351/HR 3970/HR 3920/HR 6049/HR 5720/3221 (The AMT Relief Act of 2007) (delay in effective date of worldwide interest allocation election); HR 4912 (Tax treatment of prepaid derivatives contracts); Extension of capital gains and dividend rates; HR 2091/S. 1963/HR 5720/3221 (Extend Federal Home Loan Bank letter of credit to tax-exempt bonds); HR 6049/HR 5720/HR 3221 (worldwide interest allocation); OECD request for comments on transactional profit methods; IRS Section 265 (b) safe harbor concerning interest expense deductibility; Revenue Procedure 2008-28 (effect of loan modifications on tax status of REMICs and other securitization vehicles); Tax reporting with respect to widely-held fixed investment trusts (Treas. Reg. section 1.671-5); HR 5720/HR 3221/S.2636 (Foreclosure Prevention Act of 2008) (tax exempt housing bonds).

coast guard authorization bill S. 951 natural defense authorization acat for 2004 H.R. 1588 marad authorization S. 1262 navel vessel delivery method of account S.774, H.R. 1479 fy2005 defense authorization bill (miliatry vase security) fy2005 departmetn fo defense appropriation(helmets to hardhats) appropriations for department of defense - 2006 navy shipbuilgin budget naval force structure police act-H.R. 375/S.902 naval vessel delivery method of accounting S. 774

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY 2005 Department of Defense Appropriation (Helmets to Hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY 2005 Department of Defense Appropriation (Helmets to Hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY 2005 Department of Defense Appropriation (Helmets to Hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774

Client expense: $45,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

S. 2242/HR 2419 (Settlement and deductibility) (Denial of deduction for certain settlement payments); HR 3996/HR3970/HR 6/HR 878/ S. 601 (Discussion draft released by Senate Finance Committee (adjusted basis reporting requirements for brokers); S. 2242/HR 2419/HR 3970/HR 4351 (Codification of economic substance doctrine); HR 1509; S. 902; permanence of active financing exception under Subpart F; Basis reporting by brokers; Issuer reporting of tax consequences of corporate actions under IRC sections 6043(c) and 6043 A; S. 636 relating to change in due date for providing payee statements to investors; De minimis exception to requirement to provide 1099 to investors; Subpart F exemption for active financing income; Low rate on dividends of individuals; Business tax reform; Valuation safe harbor under IRC section 475 mark-to-market requirements; Valuation of CDOs and related securities for purposes of section 475; IRS Notice 2006-97 concerning excess inclusion income of REIT taxable mortgage pools; Exchange traded notes/prepaid forwards (Notice 2008-2); Taxation of credit default swaps; taxation of notional principal contracts; Tax treatment of derivatives generally; Tax patent reporting; Foreign tax credit rules (including proposed "technical taxpayer" rule, noncompulsory payment rules, and treatment of UK manufactured overseas dividends tax); Allocation of income and deductions from global securities dealing operations; OECD project on attribution of profits to permanent establishments; Withholding tax consequences of self tenders and other distributions analyzed under IRC section 302; OECD Forum on Tax Administration's project on tax intermediaries; OECD and EU projects on provision of treaty withholding tax relief when investment is made through collective investment vehicles or other intermediate structures; Arbitration provisions in OECD Model Tax Convention, U.S. bilateral tax treaties, U.S. Model Treaty; International reform generally, including importance of interest expense allocation rule; IRS Form W-8 and instructions; Currency gains and losses of qualified business units under IRC section 987; Application of FIRPTA to debt exchangeable into REIT shares; Cross-border equity swaps; HR 3996/HR 4351/HR 3970/HR 3920 (Temporary Tax relief Act of 2007) (The AMT Relief Act of 2007) (delay in effective date of worldwide interest allocation election); HR 3996/S. 636/HR 3970/HR 6 (delay in filing deadline for 1099 statements; HR 4912 (Tax treatment of prepaid derivatives contracts) (prepaid derivative contracts and exchange traded notes); Basis Reporting; Active Financing Exception; Extension of capital gains and dividend rates; HR 2091/S. 1963 (Federal home loan bank bonds to tax exempt)

coast guard authorization bill S. 951 natural defense authorization acat for 2004 H.R. 1588 marad authorization S. 1262 navel vessel delivery method of account S.774, H.R. 1479 fy2005 defense authorization bill (miliatry vase security) fy2005 departmetn fo defense appropriation(helmets to hardhats) appropriations for department of defense - 2006 navy shipbuilgin budget naval force structure police act-H.R. 375/S.902 naval vessel delivery method of accounting S. 774

Client expense: $10,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 2242/HR 2419 (Settlement and deductibility) (Denial of deduction for certain settlement payments); HR 3996/HR3970/HR 6/HR 878/ S. 601 (Discussion draft released by Senate Finance Committee (adjusted basis reporting requirements for brokers); S. 2242/HR 2419/HR 3970/HR 4351 (Codification of economic substance doctrine); HR 1509; S. 902; permanence of active financing exception under Subpart F; Basis reporting by brokers; Issuer reporting of tax consequences of corporate actions under IRC sections 6043(c) and 6043 A; S. 636 relating to change in due date for providing payee statements to investors; De minimis exception to requirement to provide 1099 to investors; Subpart F exemption for active financing income; Low rate on dividends of individuals; Business tax reform; Valuation safe harbor under IRC section 475 mark-to-market requirements; Valuation of CDOs and related securities for purposes of section 475; IRS Notice 2006-97 concerning excess inclusion income of REIT taxable mortgage pools; Exchange traded notes/prepaid forwards (Notice 2008-2); Taxation of credit default swaps; taxation of notional principal contracts; Tax treatment of derivatives generally; Tax patent reporting; Foreign tax credit rules (including proposed "technical taxpayer" rule, noncompulsory payment rules, and treatment of UK manufactured overseas dividends tax); Allocation of income and deductions from global securities dealing operations; OECD project on attribution of profits to permanent establishments; Withholding tax consequences of self tenders and other distributions analyzed under IRC section 302; OECD Forum on Tax Administration's project on tax intermediaries; OECD and EU projects on provision of treaty withholding tax relief when investment is made through collective investment vehicles or other intermediate structures; Arbitration provisions in OECD Model Tax Convention, U.S. bilateral tax treaties, U.S. Model Treaty; International reform generally, including importance of interest expense allocation rule; IRS Form W-8 and instructions; Currency gains and losses of qualified business units under IRC section 987; Application of FIRPTA to debt exchangeable into REIT shares; Cross-border equity swaps; HR 3996/HR 4351/HR 3970/HR 3920 (Temporary Tax relief Act of 2007) (The AMT Relief Act of 2007) (delay in effective date of worldwide interest allocation election); HR 3996/S. 636/HR 3970/HR 6 (delay in filing deadline for 1099 statements; HR 4912 (Tax treatment of prepaid derivatives contracts) (prepaid derivative contracts and exchange traded notes); Basis Reporting; Active Financing Exception; Extension of capital gains and dividend rates; HR 2091/S. 1963 (Federal home loan bank bonds to tax exempt)

FY 2005 Department of Defense Appropriation (Helmets to Hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774

Client expense: $55,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE

S. 2242, HR 2419, Denial of deduction for certain settlement payments; HR 3996, HR 3970, HR 6, HR 878, S. 601, Discussion draft released by Senate Finance Committee (adjusted basis reporting requirements for brokers); S. 2242, HR 2419, HR 3970, HR 4351, Codification of economic substance doctrine; HR 1509; S 902; permanence of active financing exception under Subpart F;

Client expense: $3,120,000 · Firm income: Not reported

FY 2005 Department of Defense Appropriations (helmets to hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774 Coast Guard Authorization Bill - S. 951 Natural Defense Authorization Act for 2004 - H.R. 1588 Marad Authorization - S. 1262 Naval Vessel Delivery Method of Accounting - S. 774, H.R. 1479

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

FY 2005 Department of Defense Appropriations (helmets to hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Structure Police Act - H.R. 375, S. 902 Naval Vessel Delivery Method of Accounting - S. 774 Coast Guard Authorization Bill - S. 951 Natural Defense Authorization Act for 2004 - H.R. 1588 Marad Authorization - S. 1262 Naval Vessel Delivery Method of Accounting - S. 774, H.R. 1479

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Coast Guard Authorization Bill - S.951 Natural Defense Authoirzation Act for 2004 - H.R. 1588 Marad Authorization - S. 1262 Naval Vessel Delivery Methaod of Accounting - S. 774, H.R. 1479 FY2005 Defense Authorization Bill (Military Base Security) FY2005 Department of Defense Appropriations (helmets to hardhats) Appropriations for Department of Defense - 2006 Navy Shipbuilding Budget Naval Force Strusture Polic Act - H.R. 375/S.902 Naval Vessel Delivery Method of Accounting S.774

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Basis reporting by brokers; Issuer reporting of tax consequences of corporate actions under IRC sections 6043(c) and 6043A; S. 636 relating to change in due date for providing payee statements to investors; De minimis exception to requirement to provide 1099 to investors; Subpart F exemption for active financing income; Codification of economic substance doctrine and associated penalty proposals; Low rate on dividends of individuals; Foreign tax credit rules (including proposed “technical taxpayer” rule, noncompulsory payment rules, and treatment of UK manufactured overseas dividends tax); Allocation of income and deductions from global securities dealing operations; OECD project on attribution of profits to permanent establishments; Withholding tax consequences of self tenders and other distributions analyzed under IRC section 302; OECD Forum on Tax Administration’s project on tax intermediaries; OECD project on provision of treaty withholding tax relief when investment is made through collective investment vehicles ; Arbitration provisions in OECD Model Tax Convention, U.S. bilateral tax treaties, U.S. Model Treaty; International reform generally, including importance of interest expense allocation rules; IRS Form W-8 and instructions; Currency gains and losses of qualified business units under IRC section 987; Valuation safe harbor under IRC section 475 mark-to-market requirements; Application of FIRPTA to debt exchangeable into REIT shares; IRS Notice 2006-97 concerning excess inclusion income of REIT taxable mortgage pools HR 2; HR 1591; HR 2206, Tax treatment of contingent convertible debt; Denial of deduction for certain settlement payments; limitation on nonqualified deferred compensation plans; expansion of definition of covered employee under IRC section 162 (m); Discussion draft released by Senate Finance Committee (adjusted basis reporting requirements for brokers); Codification of economic substance doctrine; HR 1509; S 902; permanence of active financing exception under Subpart F;