A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes.

S. 726 by DURBIN (D-IL) Development, Relief and Education for Alien Minors Act of 2010 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation S. 3987 by THUNE (R-SD) Red Flag Program Clarification Act of 2 H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 3081 by OBEY (D-WI) First Continuing Resolution making further appropriations for FY 2011 through 12/03/10 H.J. Res 101 by OBEY (D-WI) Second Continuing Resolution making further appropriations for FY 2011 through 12/18/10 H.J. Res. 105 Third Continuing Resolution making further appropriations for FY 2011 through 12/21/10 H.R. 3082 by OBEY (D-WI) Fourth Continuing Resolution making further appropriations for FY 2011 through 03/04/11 H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4853 by OBERSTAR (D-MN) Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5448 by SPRATT (D-SC) Perkins Loan Extension Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127 H.R. 5933 by MINNICK (D-ID) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 H.R. 6430 by MINNICK (D-ID) Post-9/11 Veterans Educational Assistance Improvement Act of 2010 H.R. 6497 by BERMAN (D-CA) Development, Relief and Education for Alien Minors Act of 2010

Client expense: $54,000 · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), SENATE, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA), White House Office

S 1153/HR 2625, Tax Equity for Health Plan Beneficiries Act, support uniform tax treatment for employer supported health insurance; H.R. 5600/S 2851, the Employee Education Assistance Act of 2010, support a permanent extension of tax free employer provided education assistance; S. 3786, Fair Playing Field Act of 2010, concerns with repealing the IRS's safe harbor (section 530) for determining independent contractor status.

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

Government targets: Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Small Business Administration (SBA), White House Office

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; Education on use and operation of University's endowment and University's financial aid policies; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (Reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees) Senate Amendment (S. A4753) to H.R. 4853:"Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010"; Title VII, Section 725: "Temporary Extension of Certain Expiring Provisions, Tax-Free Distributions from Individual Retirement Plans for Charitable Purposes;" Section 101, "Temporary Extension of 2001 Tax Relief" (Extending until 2012 Exclusion for Employer-Provided Educational Assistance to Employees)

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

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

S.2851, A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. H.R. 5600, Employee Education Assistance Act of 2010, a bill to make permanent the exclusion from gross income for employer-provided education assistance.

Client expense: $197,897 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 386 College Learning Access Simplicity and Savings (CLASS) Act : A bill to amend the Internal Revenue Code of 1986 to simplify and improve the current education tax incentives(Tax incentives for higher education). HR 275 and S 292: A bill to repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities(ALL). HR 1250 and S 864: A bill to amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual retirement accounts for charitable purposes(ALL.) HR 106- American Opportunity Tax Credit Act of 2009: A bill to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit for higher education expenses. S2851:A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. HR 5078: Higher Education Affordability and Equity Act of 2010: A bill to amend the Internal Revenue Code of 1986 to expand incentives for education. HR 5600: Employee Educational Assistance Act of 2010: A bill to make permanent the exclusion from gross income for employer-provided educational assistance. HR 5297: A bill to create the Small Business Lending Fund Program to direct the secretary of the Treasury to make capital investments in eligible institutions in order to increase the availability of credit for small businesses, and for other purposes(Provisions to remove cell phones from listed property under section 280F).

Client expense: $70,000 · Firm income: Not reported

Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 414 by DODD (D-CT) Credit Card Accountability and Responsibility Disclosure Act of 2009 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3217 by DODD (D-Ct) Restoring American Financial Stability Act of 2009 S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation Senate Bill (unnumbered) by DODD (D-CT) Restoring American Financial Stability H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 627 MALONEY (D-NY) Credit Card Act of 2009 H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 3359 by SANCHEZ (Loretta) D-CA) U. S. & World Education Act H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009 H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4899 by OBEY (D-WI) FY 2010 Supplemental Disaster Relief and Summer Jobs of 2010 H.R. 4908 by PASCRELL (D-NJ) Campus Fire Safety Education Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5385 by CARNEY (D-PA) Student Veterans Counseling Improvement Act H.R. 5448 by SPRATT (D-SC) Perkins Loan Extension Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127 H.R. 5933 by MINNICK (D-ID) Post 9/11 Veterans Educational Assistance Improvement Act of 2010

Client expense: $68,000 · Firm income: Not reported

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; H.R. 690, S. 144: H.R. 5297 "Small Business Jobs Act", Section 2043: "Removal of Cellular Telephones and Similar Telecommunications Equipment from Listed Property" (provisions concerning taxation of employer provided cell phones); Education on use and operation of University's endowment and University's financial aid policies; opposition to mandated payout rates from endowment; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees) H.R. 5078: "The Higher Education Affordability and Equity Act of 2010", Section 4: "Allowance of Room, Board, and Special Needs Services in the Case of Scholarship and Tuition Reduction Programs with Respect to Higher Education"

Client expense: $80,000 · Firm income: Not reported

Government targets: Education, Dept of, Energy, Dept of, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE

S.2851, A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes.

Client expense: $268,401 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 386 College Learning Access Simplicity and Savings (CLASS) Act : A bill to amend the Internal Revenue Code of 1986 to simplify and improve the current education tax incentives(Tax incentives for higher education). HR 690 and S 144: A bill to amend the Internal Revenue Code of 1986 to remove cell phones from listed property under section 280F(ALL). HR 275 and S 292: A bill to repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities(ALL). HR 1250 and S 864: A bill to amend the Internal Revenue Code of 1986 to expand tax-free distributions from individual retirement accounts for charitable purposes(ALL.) HR 4213 - American Jobs and Closing Tax Loopholes Act of 2010 : A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes (IRA Rollover extension and Build America Bonds). HR 106- American Opportunity Tax Credit Act of 2009: A bill to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit for higher education expenses. S2851:A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes. HR 5078: Higher Education Affordability and Equity Act of 2010: A bill to amend the Internal Revenue Code of 1986 to expand incentives for education. HR 5600: Employee Educational Assistance Act of 2010: A bill to make permanent the exclusion from gross income for employer-provided educational assistance.

Client expense: $70,000 · Firm income: Not reported

Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 5030, College Flexibility Act. The Department of Treasury 529 study.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4213: "Tax Extenders Act of 2009: Subtitle C, Section 135: "Tax Free Distributions from Individual Retirement Plans for Charitable Purposes"; H.R. 690, S. 144: "The Mobile Cell Phone Act of 2009" (provisions concerning taxation of employer provided cell phones); Education on use and operation of University's endowment and University's financial aid policies; opposition to mandated payout rates from endowment; H.R. 5600: "Employee Educational Assistance Act of 2010"; S. 2851 (reauthorization of Section 127 of IRS code regarding employer provided educational assistance to employees). H.R.5078: "The Higher Education Affordability and Equity Act of 2010", Section 4, "Allowance of room, board, and special needs services in the case of scholarship and tuition reduction programs with respect to higher education"

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 414 by DODD (D-CT) Credit Card Accountability and Responsibility Disclosure Act of 2009 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3217 by DODD (D-Ct) Restoring American Financial Stability Act of 2009 S. 3447 by AKAKA (D-HI) Post 9/11 Veterans Educational Assistance Improvement Act of 2010 S. 3590 by BAUCUS (D-MT) Senate health care reform legislation Senate Bill (unnumbered) by DODD (D-CT) Restoring American Financial Stability H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 627 MALONEY (D-NY) Credit Card Act of 2009 H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 3359 by SANCHEZ (Loretta) D-CA) U. S. & World Education Act H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009 H.R. 4213 by RANGEL (D-NY) American Jobs and Closing Tax Loopholes Act of 2010 H.R. 4899 by OBEY (D-WI) FY 2010 Supplemental Disaster Relief and Summer Jobs of 2010 H.R. 4908 by PASCRELL (D-NJ) Campus Fire Safety Education Act of 2010 H.R. 5078 by HIGGINS (D-NY) The Higher Education Affordability and Equity Act of 2010 H.R. 5385 by CARNEY (D-PA) Student Veterans Counseling Improvement Act H.R. 5600 by POMEROY (D-ND) legislation to permanently extend IRC Sec. 127

Client expense: $75,000 · Firm income: Not reported

S.2851, A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes.

Client expense: $259,886 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 414 by DODD (D-CT) Credit Card Accountability and Responsibility Disclosure Act of 2009 S. 1125 by DURBIN (D-IL) Student Voter Act of 2009 S. 2851 by GRASSLEY (R-IA) to permanently extend and improve higher education expiring tax provisions S. 3590 by BAUCUS (D-MT) Senate health care reform legislation Senate Bill (unnumbered) by DODD (D-CT) Restoring American Financial Stability H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 627 MALONEY (D-NY) Credit Card Act of 2009 H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 1729 by SCHAKOWSKY (D-IL) Student Voter Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 3221 by MILLER (D-CA) Student Aid Fiscal Responsibility Act of 2009 H.R. 3359 by SANCHEZ (Loretta) D-CA) U. S. & World Education Act H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4065 by HOLT (D-NJ) To amend the ESEA to establish a partnership program in foreign languages H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009 H.R. 4872 by SPRATT (D-SC) Health Care and Education Reconciliation Act of 2010 H.R. 4908 by PASCRELL (D-NJ) Campus Fire Safety Education Act of 2010

Client expense: $80,000 · Firm income: Not reported

Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. H.R. 3599, The Deposit Restricted Qualified Tuition Programs Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 4178, Deposit Restricted Qualified Tuition Programs Act, The Department of Treasury 529 study.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

HR690/S144 Modernize Our Bookkeeping In the Law for Employees Cell Phone Act of 2009 -- Tax on cell phone usage HR4213 -- Tax Extenders Act of 2009 -- IRA rollover -- Qualified tuition deduction S2851 -- A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes -- Tax incentives for education

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, SENATE

HR1751/S729 American Dream Act -- Student financial aid for students of immigrant parents HR3081 Making appropriations for the Department of State, foreign operations, and related programs for the fiscal year ending September 30, 2010, and for other purposes -- Democracy training HR3221 Student Aid & Fiscal Responsibility Act -- student financial aid HR3288 -- Consolidated Appropriations Act for the fiscal year ending September 30, 2010 -- Dental outreach -- Democracy training -- Student financial aid HR3293 Labor, Health & Human Services appropriations for the fiscal year ending September 30, 2010 -- Dental outreach HR3326 Defense appropriations for the fiscal year ending September 30, 2010 -- Flame resistant/blast resistant materials HR4321 -- Comprehensive Immigration Reform for America's Security and Prosperity Act of 2009 -- Student financial aid for students of immigrant parents Samdt2944 -- Geriatric education funding S2851 -- A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes -- Tax incentives for education Surface Transportation Authorization Act -- Transportation -- Transportation Research Dental access Engineering education Higher education policy Infrastructure and sustainability project

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

HR1751/S729 American Dream Act -- Student financial aid for students of immigrant parents HR2868 -- Chemical Facility Anti-Terrorism Act of 2009 -- Academic laboratory regulation HR3081 Making appropriations for the Department of State, foreign operations, and related programs for the fiscal year ending September 30, 2010, and for other purposes -- Democracy training HR3221 Student Aid & Fiscal Responsibility Act -- Student financial aid HR3288 -- Consolidated Appropriations Act for the fiscal year ending September 30, 2010, and for other purposes -- Dental outreach -- Democracy training -- Student financial aid HR3293 Labor, Health & Human Services appropriations for the fiscal year ending September 30, 2010 -- Dental outreach HR3326 Defense appropriations for the fiscal year ending September 30, 2010 -- Flame resistant/blast resistant materials HR4321 -- Comprehensive Immigration Reform for America's Security and Prosperity Act of 2009 -- Financial aid for students of immigrant parents Samdt2944 -- Geriatric education funding S2851 -- A bill to make permanent certain education tax incentives, to modify rules relating to college savings plans, and for other purposes -- Tax incentives for education Surface Transportation Authorization Act -- Transportation -- Transportation Research Engineering education Higher education policy Infrastructure and sustainability project

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

S. 627 by KOHL (D-WI) Fast Track to College Act of 2009 S. 813 by BROWN (D-OH) Teaching and Research Assistant Collective Bargaining Rights Act S. 1125 by DURBIN (D-IL) Student Voter Act of 2009 S. 2851 by GRASSLEY (R-IA) to premanently extend and improve higher education expiring tax provisions S. 3590 by BAUCUS (D-MT) Senate health care reform legislation H.R. 386 by DOGGETT (D-TX) Education Tax Incentives Simplification Legislation H.R. 1250 by POMEROY (D-ND) IRA Rollover Act of 2009 H.R. 1461 by MILLER (D-CA) Teaching and Research Assistant Collective Bargaining Rights Act H.R. 1729 by SCHAKOWSKY (D-IL) Student Voter Act of 2009 H.R. 2136 by FUDGE (D-OH) Honorable Stephanie Tubbs Jones College Fire Prevention Act H.R. 2920 by OBEY (D-WI) making appropriations for FY 2010 for the Departments of Labor, HHS, and Education H.R. 3221 by MILLER (D-CA) Student Aid Fiscal Responsibility Act of 2009 H.R. 3590 by RANGEL (D-NY) The Patient Protection and Affordable Care Act H.R. 4173 by FRANK (D-MA) Wall Street Reform and Consumer Protection Act of 2009

Client expense: $73,000 · Firm income: Not reported

Proposals related to the treatment of education savings. Proposals to amend the Internal Revenue Code to exclude 529 education savings accounts from means testing. Proposals to reform 529 college savings plan rules, including additional flexibility to make investment changes, changes in the student loan payment rules, and extension of the savers credit to encompass 529 contributions. H.R. 1351, the Savings Enhancement for Education in College Act. H.R. 2021, Savings Recovery Act. H.R. 2500, Help Kids Save for College Act. H.R. 3599, The Deposit Restricted Qualified Tuition Programs Act. S. 2851, to make permanent certain education tax credits, and to modify rules relating to college savings plans. H.R. 4178, Deposit Restricted Qualified Tuition Programs Act, The Department of Treasury 529 study.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of