Job Creation and Tax Cuts Act of 2010

Carried interest and enterprise value S.3793-The Job Creation and Tax Cuts Act of 2010

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

Taxation of retirement products; Tax Hike Prevention Act of 2010 (S. 3773); Fair Playing Field Act, tax treatment of independent contractors (S. 3786; H.R. 6128); Job Creation and Tax Cuts Act of 2010, Section 263, (S. 3793); Regulated Investment Company Modernization Act of 2009 (H.R. 4337); Small Business Jobs Act of 2010, Sections 211-213 (H.R. 5297); Financial Crisis Responsibility Fee (assessing fees/taxes on financial services firms to repay TARP losses)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4112 and S. 1792, To amend the Internal Revenue Code of 1986 to modify the requirements for windows, doors, and skylights to be eligible for the credit for nonbusiness energy property. H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010; Issues related to 25(c) tax credit H.R. 4853, Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010; Issues related to 25(c) tax credit H.R. 5019 and S. 3177 (updated S. 3434), Home Star Energy Retrofit Act of 2010; Issues related to Silver Star Program S. 3793, Job Creation and Tax Cuts Act of 2010; Issues related to 25 (c) S. 3935, Advanced Energy Tax Incentives Act of 2010; Issues related to windows.

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

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

P.L. 111-5 (H.R. 1, The American Recovery and Reinvestment Act of 2009), Sec. 1121 "extension and modification of credit for nonbusiness energy property" 25(c) H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010; Issues related to 25(c) tax credit S. 3793, Job Creation and Tax Cuts Act of 2010; Issues related to 25 (c) Sec. 304 of H.R. 2454, American Clean Energy and Security Act of 2009 H.R. 4112 and S. 1792, To amend the Internal Revenue Code of 1986 to modify the requirements for windows, doors, and skylights to be eligible for the credit for nonbusiness energy property H.R. 5019 and S. 3177 (updated S. 3434), Home Star Energy Retrofit Act of 2010; Issues related to Silver Star Program H.R. 4853, Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010; Issues related to 25(c) tax credit S. 3935, Advanced Energy Tax Incentives Act of 2010; Issues related to windows.

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

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

Legislative and regulatory services related to the tax treatment of refined coal including: H.R. 4213, the Tax Extenders Act of 2009; S. 2826, the Clean Renewable Energy Advancement Tax Extension Jobs Act of 2009; S. 3793, the Job Creation and Tax Cuts Act; H.R. 5893, the Investing in American Jobs and Closing Tax Loopholes Act of 2010; H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; H.R. 6467, the Middle Class Tax Relief Act of 2010; and S. 3793, the Job Creation and Tax Cuts Act.

Client expense: Not reported · Firm income: $150,000

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

S 292/HR 275 - Withholding Tax Relief Act of 2009; HR 4213 - Unemployment Compensation Extension Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); S 3793 - Job Creation and Tax Cuts Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); HR 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); HR 2110 - Mobile Workforce State Income Tax Fairness and Simplification Act (provisions relating to Mobile Workforce State Taxation)

Client expense: $2,950,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Director of National Intelligence (ODNI), Energy, Dept of, Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Aeronautics & Space Administration (NASA), Natl Security Council (NSC), Navy, Dept of, Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

H.R. 4213, Tax Extenders Act of 2009, to amend the IRC of 1986 to extend certain expiring provisions, and for other purposes. S. 3664, the Family Farm Estate Tax Deferral Act of 2010 S. 3793, Job Creation and Tax Cuts Act of 2010 H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act of 2010 H.R. 5982, Small Business Tax Relief Act of 2010 S. 3815, a bill to amend the IRC of 1986 to reduce oil consumption and improve energy security, and for other purposes. H.R. 5297, Small Business Jobs and Credit Act of 2010 H.R. 4380, United States Manufacturing Enhancement Act of 2010 S. 3935, Advanced Energy Tax Incentives Act of 2010 S. 3626, Thermal Renewable Energy & Efficiency Act of 2010 S. 3793, Job Creation and Tax Cuts Act

Client expense: $650,000 · Firm income: Not reported

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

HR 939 To permit 2008 required minimum distributions from certain retirement plans to be repaid HR 1961 To amend the Internal Revenue Code of 1986 to expand the availability of the saver's credit, to make the credit refundable, and to make Federal matching contributions into the retirement savings of the taxpayer H.R. 1988 To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 1984 To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. HR 2021 To help rebuild retirement, college, and personal savings. H.R.2748 To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. H.R.2779 To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. H.R.2989 To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. HR 3936 Preserve Benefits and Jobs Act of 2009 was introduced to provide relief to pension plan sponsors HR 3962: Defined benefit relief H.R. 4915 an admendment would make technical corrections to the pension funding relief provisions of the Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act HR 4126 Retirement Fairness Act - the bill would amend the IRS Code to modify the nondiscrimination rules in qualified retirement plans H.R.4146: To amend title I of the Employee Retirement Income Security Act of 1974 to provide for disclosure regarding compensation for services to pension plans. HR 5297: Roth Conversion, roth contribution, and partial annuitization. HR 6099/S.3760: To amend the Internal Revenue Code of 1986 to expand personal saving and retirement savings coverage by enabling employees not covered by qualifying retirement plans to save for retirement through automatic IRA arrangements, and for other purposes. S 401 A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes. S.1297: A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments. S. 2832: Lifetime Income Disclosure Act would require plan sponsors of defined contribution plans to inform plan participants of the projected monthly income they could expect at retirement based on their current account balance. S. Amend 3451 to HR 4213 - Defined Benefit Relief S 3793:Technical Corrections applicable to defined benenfit funding relief per HR 3962.

Client expense: $425,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, U.S. Trade Representative (USTR)

H.R. 1944, Amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption of active financing income. S. 722, Bill to amend the Internal Revenue Code to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provision and for other purposes, provisions relating to extending expiring provisions. H.R. 1083, Bill to regulate state taxation of interstate commerce, provisions to impose a uniform physical presence standard for purposes of imposing state income taxation H.R. 1897, Healthy Workforce Act of 2009, legislation to provide a deduction for company sponsored wellness programs S. 803, Healthy Workforce Act of 2009, legislation to provide a deduction for company sponsored wellness programs Potential legislation to limit the authority of States and localities to tax certain income of employees for employment duties performed in other States and localities Credit Card Reporting implementation, Tax Code section 6050W H.R. 2098 legislation to extend the look through treatment of payments between related controlled foreign corporations Proposed House and Senate legislation to enact the international tax provisions in the Administration's FY 2010 Budget H.R. 4213, American Workers, State, and Business Relief Act, provision relating to the extension of the active financing and look through exceptions Administration's FY 2011 proposal and proposed House and Senate legislation to impose a financial crisis responsibility fee on large financial services companies H.R. 1586, legislation to impose an excise tax on bonuses paid by TARP recipients S.651: legislation to impose an excise tax on excessive bonuses paid by companies receiving Federal emergency economic assistance S.2994 legislation to impose an excise tax on excessive 2009 bonuses paid by companies receiving Federal emergency economic assistance S.3007, legislation to impose a 50% tax on bonuses paid by TARP recipients S.3149, legislation to limit certain executive compensation paid by systemically significant financial institutions H.R. 5141 The Small Business Paperwork Reduction Act, legislation to repeal small business 1099 reporting provisions. SA 4455 Repeal of Expansion of Reporting Requirements, legislation to repeal small business 1099 reporting provisions. H.R. 1586 Education Jobs and Medicaid Assistance Act of 2010, legislation imposition limits on foreign tax credits and other international tax increases S. 3793 Job Creation and Tax Cuts Bill of 2010, legislation to extend the active financing exception through year end 2010 S. 3816 Creating American Jobs and Ending Offshoring Act, legislation limiting deferral

Client expense: $390,000 · Firm income: Not reported

Government targets: Energy, Dept of, Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Postal Service (USPS), White House Office

H.R. 1944, Amend the Internal Revenue Code of 1986 to permanently extend the Subpart F exemption of active financing income. S. 722, Bill to amend the Internal Revenue Code to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provision and for other purposes, provisions relating to extending expiring provisions. H.R. 1083, Bill to regulate state taxation of interstate commerce, provisions to impose a uniform physical presence standard for purposes of imposing state income taxation H.R. 1897, Healthy Workforce Act of 2009, legislation to provide a deduction for company sponsored wellness programs S. 803, Healthy Workforce Act of 2009, legislation to provide a deduction for company sponsored wellness programs Potential legislation to limit the authority of States and localities to tax certain income of employees for employment duties performed in other States and localities Credit Card Reporting implementation, Tax Code section 6050W H.R. 2098 legislation to extend the look through treatment of payments between related controlled foreign corporations Proposed House and Senate legislation to enact the international tax provisions in the Administration's FY 2010 Budget H.R. 4213, American Workers, State, and Business Relief Act, provision relating to the extension of the active financing and look through exceptions Administration's FY 2011 proposal and proposed House and Senate legislation to impose a financial crisis responsibility fee on large financial services companies H.R. 5141 The Small Business Paperwork Reduction Act, legislation to repeal small business 1099 reporting provisions. SA 4455 Repeal of Expansion of Reporting Requirements, legislation to repeal small business 1099 reporting provisions. H.R. 1586 Education Jobs and Medicaid Assistance Act of 2010, legislation imposition limits on foreign tax credits and other international tax increases S. 3793 Job Creation and Tax Cuts Bill of 2010, legislation to extend the active financing exception through year end 2010 S. 3816 Creating American Jobs and Ending Offshoring Act, legislation limiting deferral H.R. 4853 The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, legislation extending active financing exception

Client expense: $830,000 · Firm income: Not reported

Government targets: Energy, Dept of, Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of, U.S. Postal Service (USPS), White House Office

S.506 - Stop Tax Haven Abuse Act - provisions related to international tax on foreign direct investment; H.R. 1265 - Stop Tax Haven Abuse Act - provisions related to international tax on foreign direct investment; H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010 - international tax on foreign direct investment generally; International tax on foreign direct investment generally; S. 3793 - Job Creation Tax Cuts - issues relating to international tax; H.R. 847 - James Zadroga 9/11 Health and Compensation Act of 2010 - issues related to international tax.

Client expense: $520,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5905, To amend the Internal Revenue Code of 1986 to deny a deduction for removal costs and damages for which taxpayers are liable under the Oil Pollution Act of 1990, Section 1, provisions relating to oil spill liability; H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act, Titles III and IV and Amends. 772 and 774 relating to the oil industry; S. 3793, Job Creation and Tax Cuts Act, Title II, Subtitles A, B and C, and Title IV, provisions relating to the oil industry; H.R. 5297, Small Buisness Jobs and Credit Act, Title II, provisions relating to small business credit initiatives and S. Amend. 4594 and 4595; S. 3307, Healthy, Hunger-Free Kids Act, Subtitle C. Whole Bills: H.R. 4213, American Jobs and Closing Tax Loopholes Act; S. 3816, Creating American Jobs and Ending Offshoring Act; H.R. 3962, Affordable Health Care for America Act.

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

Government targets: Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Minerals Management Service, Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC)

Extension of the R & D tax credit; Volunmetric Blender's Tax Credit; International tax reform, repeal and deferral, in general; sugar-sweetened beverages tax proposals as part of health care reform revenue raising discussions; Extension of the CFC look-through rules in the year-end extender tax package; H.R. 4213/S. 3793, Tax Extenders Act of 2009; Financial Regulatory Reform (e.g., H.R. 4173/S. 3217); provisions related to corporate governance and executive compensation.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S 292/HR 275 - Withholding Tax Relief Act of 2009; HR 4213 - Unemployment Compensation Extension Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); S 3793 - Job Creation and Tax Cuts Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); HR 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (provisions relating to R&D Alternative Simplified Calculations); HR 2110 - Mobile Workforce State Income Tax Fairness and Simplification Act (provisions relating to Mobile Workforce State Taxation)

Client expense: $2,950,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Director of National Intelligence (ODNI), Energy, Dept of, Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Aeronautics & Space Administration (NASA), Natl Security Council (NSC), Navy, Dept of, Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT)

H.R. 4213 Tax extenders bill would extend $30 billion worth of expired and expiring tax cuts with potential revenue offsets that would impact oil and gas industry; H.R. 5297 Small Business and Infrastructure Jobs Tax Act, a bill that includes provisions related to incentivizing jobs with revenue offsets potentially impacting oil and gas industry; H.R. 5995 and H.R. 5905 potentially impacting the ability to deduct oil spill related expenses; Administration Budget proposal impacting oil and gas industry; H.R. 5644, H.R. 5435, S. 3663, S. 3793, S. 3580, S. 3542, S. 3405 bills all containing repeal of Section 199, repeal of the Intangible Drilling Cost rules and repeal of Last In First Out.

Client expense: $1,900,000 · Firm income: Not reported

Government targets: Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS)

H.R. 4149, To amend the Internal Revenue Code of 1986 to provide a renewable electricity integration credit for a utility that purchases or produces renewable power, (renewable inegration credit); S. 3793, "Job Creation and Tax Cuts Act of 2010," (extension of tax credits for EV's and energy efficiency); H.R. 4853, "Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010," (dividend tax rate extension, bonus depreciation /expensing, and energy efficiency tax incentives); tax issues related to changes along the White River

Client expense: $24,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE

Therapeutic discovery tax credits (H.R. 3962, S. 1796); H.R. 3590; counter measure and orphan drug exemption from pharmaceutical excise tax; Implementation of Section 48D if the IRC, Implementation of Therapeutic Discovery Research Tax Credit.;H.R.5297, Small Business Jobs and Credit Act 2010; H.R.4213/S.3793 Tax Extenders Act of 2009; Small business capital gains incentives for biotech companies;AMT credits in lieu of bonus depreciation for biotech companies. H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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

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

Therapeutic discovery tax credits (H.R. 3962, S. 1796); H.R. 3590; counter measure and orphan drug exemption from pharmaceutical excise tax; Implementation of Section 48D if the IRC, Implementation of Therapeutic Discovery Research Tax Credit.;H.R.5297, Small Business Jobs and Credit Act 2010; H.R.4213/S.3793 Tax Extenders Act of 2009; Small business capital gains incentives for biotech companies;AMT credits in lieu of bonus depreciation for biotech companies. H.R.4853, Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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

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

HR 275 - To repeal the imposition of 3 percent withholding on certain payments made to vendors by government entities; S 292 - Withholding Tax Relief Act of 2009; HR 4213 - Unemployment Compensation Extension Act of 2010; S 3793 - Job Creation and Tax Cuts Act of 2010; HR 2110 - Mobile Workforce State Income Tax Fairness and Simplification Act; HR 4872 - Health Care and Education Reconciliation Act of 2010; HR 5297 - Health Care and Education Reconciliation Act of 2010;

Client expense: $3,020,000 · Firm income: Not reported

Government targets: Air Force, Dept of, Army, Dept of (Other), Commerce, Dept of (DOC), Defense, Dept of (DOD), Energy, Dept of, Executive Office of the President (EOP), Federal Aviation Administration (FAA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Justice, Dept of (DOJ), Natl Aeronautics & Space Administration (NASA), Natl Security Council (NSC), Navy, Dept of, Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Transportation, Dept of (DOT), White House Office

H.R.4173-Restoring American Financial Stability Act of 2010 S.3793-The Jobs Creation & Tax Cuts Act of 2010 H.R.4853-The Middle Class Tax Relief Act

Client expense: Not reported · Firm income: $90,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.5618-Restoration of Emergency Unemployment Compensation Act of 2010 Carried interest S.3793-The Jobs Creation & Tax Cuts Act of 2010 H.R.4853-The Middle Class Tax Relief Act

Client expense: Not reported · Firm income: $90,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4149, To amend the Internal Revenue Code of 1986 to provide a renewable electricity integration credit for a utility that purchases or produces renewable power; S.3715, "Charging America Forward Act"; S.3793, "Job Creation and Tax Cuts Act of 2010"; S. 1091, H.R. 4210 STORAGE Act; H.R. 4853, Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010; H.R. 5297, "Small Business Lending Fund Act"; H.R. 4213, "The American Jobs and Closing Tax Loopholes Act of 2010"; S.722, "Taxpayer Certainty and Relief Act of 2009"; S. 2854, A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for new qualified hybrid motor vehicles, and for other purposes; S. 3442, "The Electric Vehicle Deployment Act of 2010; Dividend tax rate issues generally; S.3793, "Job Creation and Tax Cuts Act of 2010"; HR 4411, Support more rapid depreciation schedules of utility property; S 1643, Support incentives to encourage installation of efficient natural gas technologies; S. 3381, A bill to amend the Clean Air Act to modify certain definitions of the term "renewable biomass", and for other purposes; S 567 A bill to repeal the sunset on the reduction of capital gains rates for individuals and on the taxation of dividends of individuals at capital gains rates; Support lower rates of taxation on dividends - Budget Resolution FY 2010, S Con Res 13; S Amdt 4319 to H.R. 4213, Oppose repeal of energy production incentives; S 3513, Bonus Depreciation Extension to Create Jobs Act, Support extension of 50% bonus depreciation; H.R. 4851, "Continuing Extension Act of 2010"; H.R. 4849, "Small Business & Infrastructure Jobs Tax Act of 2010"; S. 3217, Restoring American Financial Stability Act of 2010; H.R.4850, S. 3014, American Job Creation and Investment Act Discussion draft The Domestic Manufacturing and Energy Jobs Act of 2010;

Client expense: $380,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3590: An act entitled The Patient Protection and Affordable Care Act.-all provisions related to health, coverage, benefits and Medicaid (all provisions). H.R. 4872: An act to provide reconciliation pursuant to Title II of the concurrent resolution on the budget for fiscal year 2010. (S. Con. Res. 13). (all provisions) H.R. 1: American Recovery and Reinvestment Act of 2009 (all provisions) H.R. 1585: FIT Kids Act (all provisions) H.R.1586: FAA Air Transportation Modernization and Safety Improvement Act (all provisions related to FMAP) H.R. 3081: Continuing Appropriations Act, 2011 H.R. 4851: Continuing Extension Act of 2010 - Fiscally Responsible Relief for Our States Act of 2010 (all provisions related to health coverage, benefits and Medicaid) HR 4994: Taxpayer Assistance Act of 2010 (all provisions related to health coverage, benefits and Medicaid) H.R.5471: To amend the American Recovery and Reinvestment Act of 2009 to extend for 6 months the increase provided under that Act in the Medicaid Federal medical assistance percentage (FMAP). H.R.5712: Veterans', Seniors', and Children's Health Technical Corrections Act of 2010 (all provision regarding Childern's Health) H.R.6258: Fit for LIFE Act of 2010 (all provisions related to health coverage, benefits and Medicaid) S. 11: To restore the application of the 340B drug discount program to orphan drugs with respect to children's hospitals. (all provisions) S. 1796: Provide affordable, quality health care for all Americans and reduce the growth in health care spending (all provisions related to health coverage, benefits and Medicaid). S. 2898: Child Safety Care and Educational Continuity Act of 2010 (all provisions regarding Medicaid and CHIP) S. 3551: Fiscally Responsible Relief for Our States Act of 2010 (all provisions related to health coverage, benefits and Medicaid) S. 3793: Job Creation and Tax Cuts Act of 2010 (all provisions related to health coverage, benefits and Medicaid) HIT Certification Standards for Meaningful Use - 45 CFR Part 170 Health Information Technology: Initial Set of Standards, Implementation Specifications, and Certification Criteria for Electronic Health Record Technology; Final Rule (All provisions) State Exchanges - 45 CFR Part 170 Planning and Establishment of State-Level Exchanges; Request for Comments Regarding Exchange- Related Provisions in Title I of the Patient Protection and Affordable Care Act (Provisions affecting children) Medical homes for individuals with chronic conditions - Section 2703 of the Patient Protection and Affordable Care Act (PPACA) Non-payment for Hospital-Acquired Conditions - Section 2702 of the Patient Protection and Affordable Care Act Childrens Hospitals Graduate Medical Education -- Changes to Hospital Outpatient Prospective Payment System and CY 2011 Payment Rates; Changes to the Ambulatory System and CY 2011 Payment Rates; Proposed Changes to Payments to Hospitals for Certain Inpatient Hospital Services and for Graduate Medical Education Costs; and Proposed Changes to Physician Self-Referral Rules and Related Changes to Provider Agreement Regulations (Provisions affecting CHGME)

Client expense: $370,000 · Firm income: Not reported

Government targets: Agency for Healthcare Research & Quality (AHRQ), Centers For Medicare and Medicaid Services (CMS), Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Internal Revenue Service (IRS), SENATE, White House Office

HR 594: Save Our Climate Act of 2009; provisions related to funding and taxes HR 1482: Consumer Reasonable Energy Price Protection Act of 2009; provisions related to funding levels and taxes HR 1586: FAA Air Transportation Modernization and Safety Improvement Act; provisions related to Title II, Subtitle B and revenue offsets HR 2454: American Clean Energy and Security Act of 2009; provisions related to Title III HR 4213: American Jobs and Closing Tax Loopholes Act of 2010; provisions related to energy taxes, revenue and funding, energy development, and Title IV HR 4529: Roadmap for Americas Future Act of 2010; provisions related to taxes, revenue, and funding HR 4940: Renewable Fuels Reinvestment Act; provisions related to taxes and tariffs HR 5214: Big Oil Bailout Prevention Act of 2010; provisions related to taxes HR 5297: Small Business Jobs and Credit Act of 2010; all provisions of the bill HR 5435: Big Oil Accountability Act of 2010; provisions related to taxes HR 5893: Investing in American Jobs and Closing Tax Loopholes Act of 2010; provisions related to energy taxes S 3405: Close Big Oil Tax Loopholes Act; provisions related to taxes S 3793: Job Creation and Tax Cut Act of 2010; provisions related to Title IV and revenue offsets S 3816: Creating American Jobs and Ending Offshoring Act; provisions related to Titles I and II S 3839: A bill to provide for an additional temporary extension of programs under the Small Business Act and the Small Business Investment Act of 1958, and for other purposes; provisions related to revenue and funding Presidents Fiscal Year 2011 Budget Proposals; revenue provisions related to oil and gas and other business related tax provisions

Client expense: $4,120,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Coast Guard (USCG)

Tax proposals regarding expiring tax extender provisions; Jobs Creation and Tax Cut Act of 2010 (S. 3793)

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

Government targets: Federal Deposit Insurance Corporation (FDIC), HOUSE OF REPRESENTATIVES, SENATE

H.R. 5905, To amend the Internal Revenue Code of 1986 to deny a deduction for removal costs and damages for which taxpayers are liable under the Oil Pollution Act of 1990, Section 1, provisions relating to oil spill liability; H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act, Titles III and IV and Amends. 772 and 774 relating to the oil industry; S. 3793, Job Creation and Tax Cuts Act, Title II, Subtitles A, B and C, and Title IV, provisions relating to the oil industry; H.R. 5297, Small Buisness Jobs and Credit Act, Title II, provisions relating to small business credit initiatives and S. Amend. 4594 and 4595; S. 3307, Healthy, Hunger-Free Kids Act, Subtitle C. Whole Bills: H.R. 4213, American Jobs and Closing Tax Loopholes Act; S. 3816, Creating American Jobs and Ending Offshoring Act; H.R. 3962, Affordable Health Care for America Act.

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

Government targets: Commodity Futures Trading Commission (CFTC), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Minerals Management Service, Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC)

Taxation of partnership specifically S. 3793, The Jobs Creation and Tax Cut Act; Economic Stabilization; Taxation of foreign investment in real property, specifically HR 4539, Real Estate Revitalization Act of 2010; and HR 5901, The Real Estate Jobs and Investment Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Election in lieu of bonus depreciation; legislation to impose a carbon tax or similar measures to address climate change. Proposals on alternative minimum tax credits and job incentives. HR4850 and S 3014 and HR4213, HR4455, HR4144, HR4751(CHP incentives), S3793.

Client expense: $295,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 25 - Fair Tax Act of 2009 Legislation to abolish the Internal Revenue Service and enact a national retail sales tax. NSBA supported. H.R. 275 - Withholding Tax Relief Act of 2009 A bill to repeal the mandatory three-percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supported. H.R. 933 Family-Friendly Workplace Act of 2009 To amend the Fair Labor Standards Act of 1938 to provide compensatory time for employees in the private sector. NSBA supported. H.R. 946 - The Plain Language Act of 2009 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. H.R. 1409 - Employee Free Choice Act of 2009 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. NSBA opposed. H.R. 1470 - Equity for Our Nations Self-Employed Act of 2009 The bill would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supported. H.R. 2151 Fair Pay Act To amend the Fair Labor Standards Act of 1938 to prohibit discrimination in the payment of wages on account of sex, race, or national origin, and for other purposes. NSBA is monitoring this legislation. H.R. 2460 Healthy Families Act Requires certain employers, who employ 15 or more employees for each working day during 20 or more workweeks a year, to permit each employee to earn at least one hour of paid sick time for every 30 hours worked. NSBA opposed. H.R. 2965 Enhancing Small Business Research and Innovation Act of 2009 Bill would amend and reauthorize the Small Business Act with respect to the Small Business Innovation Research Program and the Small Business Technology Transfer Program. NSBA opposed. H.R. 3032 The Climate Change Center and Clearinghouse Act of 2009 Bill would establish within the SBA an Office of Environment, Energy, and Climate Change and a Climate Change Center and Clearinghouse to provide support and information on climate change to small businesses. NSBA supported. H.R. 3380 Promoting Lending to Americas Small Business Act Bill would amend the Federal Credit Union Act to advance the ability of credit unions to promote small business growth and economic development opportunities, and for other purposes. NSBA supported. H.R. 3457 Small Business Credit Card Act of 2009 Bill would amend the Truth in Lending Act to provide coverage under such Act for credit cards issued to small businesses, and for other purposes. NSBA supported. H.R. 3615 - Home Office Tax Deduction Act of 2009 It amends the Internal Revenue Code to allow a taxpayer who uses a residence to conduct a trade or business a standard tax deduction equal to the lesser of $1,500 or the taxpayer's gross trade or business income derived from the business use of such residence. NSBA supported. H.R. 3905 - The Estate Tax Relief Act of 2009 Bill increases the estate tax exemption level to $5 million, and reduces the rate to 35 percent, both phased-in over ten years. NSBA supported. H.R. 4067 The Business Checking Fairness Act Bill would authorize interest-bearing transaction accounts at depository institutions. NSBA supported. H.R. 4302 The Small Business Job Creation and Access to Capital Act Bill would increase loan limits for small business concerns, to provide for low interest refinancing for small business concerns. NSBA supported. H.R.4549 the Small Business Innovation to Job Creation Act of 2010 Bill would authorize the Administrator of the Small Business Administration to make grants to small business concerns to assist the commercialization of research developed with funds received under the second phase of the Small Business Innovation Research Program. NSBA supported. H.R. 4853 Middle Class Tax Relief Act of 2010 It extends the Bush Tax cuts and provides temporary estate tax reform: an estate tax rate of 35 percent and a $5 million exemption for individuals, for two years. NSBA supported. H.R. 4855 Work-Life Balance Awards Act of 2010 To establish the Work-Life Balance Award for employers that have developed and implemented work-life balance policies. NSBA is monitoring this legislation. H.R. 4936 The Faster Access and Shorter Transaction Time for Checks Act Bill would make funds deposited in large depository institutions available more quickly to account holders. NSBA supported. H.R. 5107 Employee Misclassification Prevention Act of 2010 To amend the Fair Labor Standards Act of 1938 to require persons to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for persons who misclassify employees as non-employees, and for other purposes. NSBA opposed. H.R. 5141 - Small Business Paperwork Mandate Elimination Act Repeal section 9006 of the Patient Protection and Affordable Care Act (PPACA) that requires any business that purchases more than $600 of goods or services from another business to submit a 1099 form to the Internal Revenue Service (IRS). NSBA supported. H.R.5193 The Startup Visa Act Bill would establish an employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish a business in the United States. NSBA supported. H. R. 5249 The Capital Access for Main Street Act of 2010 Bill would provide amortization authority in certain situations, for purposes of capital calculation under the Financial Institutions Examination Council's Consolidated Reports of Condition and Income. NSBA supported. H.R.5411 The Early-Stage Business Investment and Incubation Act Bill would establish an early-stage business investment and incubation grant program at the Department of Commerce. NSBA supported. H.R.5412 The Small Business Asset Investment and Modernization (AIM) Act Bill would allow qualified small-business owners to refinance their existing debt through Fiscal Year 2012 through the SBA 504 lending program. NSBA supported. H.R. 5486 Small Business Jobs Tax Relief Act of 2010 Bill amends the Internal Revenue Code of 1986 to provide tax incentives for small business job creation. NSBA supported. H.R. 5982 Small Business Tax Relief Act of 2010 Bill repeals the provision of the Patient Protection and Affordable Care Act that amends the Internal Revenue Code to apply to corporations reporting requirements for payments of $600 or more to persons engaged in a trade or business. NSBA supported. H.R. 6384 (No short title) To repeal a limitation in the Labor-Management Relations Act regarding requirements for labor organization membership as a condition of employment. NSBA opposed S. 292 - Withholding Tax Relief Act of 2009 A bill to repeal the mandatory three-percent withholding requirement on all payments for goods and services made to federal, state and local contractors. NSBA supported. S. 296 Fair Tax Act of 2009 Legislation to abolish the Internal Revenue Service and enact a national retail sales tax on the use or consumption in the United States of taxable property or services. It sets the sales tax rate at 23 percent in 2011, with adjustments to the rate in subsequent years. NSBA supported. S. 515 The Patent Reform Act of 2009 Bill would reform U.S. patent system. NSBA opposed. S. 560 Employee Free Choice Act of 2009 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. NSBA opposed. S. 574 - Plain Writing Act of 2009 Bill would establish plain language as the standard style for Government documents issued to the public, and for other purposes. NSBA supported. S. 725 - Equity for Our Nations Self-Employed Act of 2009 The bill would allow self-employed individuals to fully-deduct the cost of their health insurance, thus eliminating the self-employed tax on health care. NSBA supported. S. 904 Fair Pay Act To amend the Fair Labor Standards Act of 1938 to prohibit discrimination in the payment of wages on account of sex, race, or national origin, and for other purposes. NSBA is monitoring this legislation. S. 988 SIMPLE Cafeteria Plan Act of 2009 Bill would update the tax code to allow small business employees to purchase employer-provided health insurance with pre-tax dollars. It also strengthens current law for all cafeteria plans by expanding dependent flexible spending accounts (DCFSA) and including coverage for long-term care benefits. NSBA has not taken a position on the legislation. S. 1152 Healthy Families Act Requires certain employers, who employ 15 or more employees for each working day during 20 or more workweeks a year, to permit each employee to earn at least one hour of paid sick time for every 30 hours worked. NSBA opposed. S. 1233 SBIR/STTR Reauthorization Act of 2009 Bill would reauthorize and improve the SBIR and STTR programs. NSBA supported. S. 1615 Next Step for Main Street Credit Availability Act of 2009 Bill would amend the Small Business Act and the Small Business Investment Act of 1958 to stop the small business credit crunch, and for other purposes. NSBA supported. S. 1617 The Investments for Manufacturing Progress and Clean Technology (IMPACT) Act Bill would require the Secretary of Commerce to establish a program for the award of grants to states to establish revolving loan funds for small and medium-sized manufacturers to improve energy efficiency and produce clean energy technology. NSBA supported. S. 1754 - Home Office Deduction Simplification Act of 2009 It amends the Internal Revenue Code to allow a taxpayer who uses a residence to conduct a trade or business a standard tax deduction equal to the lesser of $1,500 or the taxpayer's gross trade or business income derived from the business use of such residence. NSBA supported. S. 2784 Carper-Voinovich Estate Tax Proposal Bill would freeze the estate tax at the 2009 levelsany estate above $7 million per couple or $3.5 million per individual would be taxed at a 45 percent rate. NSBA supports permanent reform of the estate tax. S. 2919 The Small Business Lending Enhancement Act Bill would amend the Federal Credit Union Act to advance the ability of credit unions to promote small business growth and economic development opportunities. NSBA supported. S. 3018 Bipartisan Tax Fairness and Simplification Act of 2010 A comprehensive tax reform legislation with provisions consolidating tax brackets for individuals and businesses while at the same time lowering federal tax obligations, in part through a single, flat 24 percent corporate rate. NSBA supported. S. 3024 Job Impact Analysis Act of 2010 Bill to ensure that the creation of jobs by small businesses is considered during the Federal legislative and rulemaking process. NSBA supported. S. 3029 The Startup Visa Act Bill would establish an employment-based immigrant visa for alien entrepreneurs who have received significant capital from investors to establish a business in the United States. NSBA supported. S. 3089 Small Business Patent Data Collection Act of 2010 Bill would require a study and report by the Office of Advocacy of the Small Business Administration regarding the effects of proposed changes in patent law. NSBA opposed. S. 3254 Employee Misclassification Prevention Act of 2010 To amend the Fair Labor Standards Act of 1938 to require persons to keep records of non-employees who perform labor or services for remuneration and to provide a special penalty for persons who misclassify employees as non-employees, and for other purposes. NSBA opposed. S.3533 Responsible Estate Tax Act The bill will permanently fix the estate tax by combining the 2009 exemption levels with progressive rates for larger estates, including a new billionaires surtax. NSBA supports permanent reform of the estate tax. S. 3578 - Small Business Paperwork Mandate Elimination Act Repeal section 9006 of the Patient Protection and Affordable Care Act (PPACA) that requires any business that purchases more than $600 of goods or services from another business to submit a 1099 form to the Internal Revenue Service (IRS). NSBA supported. S. 3772 Paycheck Fairness Act To amend the Fair Labor Standards Act of 1938 to provide more effective remedies to victims of discrimination in the payment of wages on the basis of sex, and for other purposes. NSBA is opposed. S. 3783 Information Reporting Modernization Act of 2010 Bill amends the Internal Revenue Code to increase from $600 to $5,000 the threshold amount for reporting to the Internal Revenue Service (IRS) payments made to corporations. It also adjusts such increased amount for inflation, beginning after 2012. NSBA is monitoring this legislation. S. 3793 The Job Creation and Tax Cuts Act Bill would extend expired business and individual tax provisions including the research and development tax credit, through the end of 2010. NSBA supported. S. 3932 Comprehensive Immigration Reform Act of 2010 A bill to provide comprehensive immigration reform, and for other purposes. NSBA is monitoring this legislation. S. 3946 Small Business Paperwork Relief Act Bill would undo a key revenue raiser used in two bills signed into law during 2010the Patient Protection and Affordable Care Act and the Small Business Jobs Act. Including the 1099 provision requiring businesses that purchase more than $600 of goods or services from another business to submit two 1099 formsone to the IRS and one to the service or goods provider. NSBA supported. S. 3958 Empowering States to Innovate Act of 2010 To allow an earlier start for State health care coverage innovation waivers under the Patient Protection and Affordable Care Act. NSBA supported. S. 4757 Health Insurance Rate Authority Act of 2010 To provide for the establishment of a Health Insurance Rate Authority to establish limits on premium rating, and for other purposes. NSBA is monitoring this legislation. Third-Party Comments on Patient Protection and Affordable Care Act NSBA filed comments with the National Association of Insurance Commissioners, charged with providing advice and consultation to the Department of Health and Human Resources, on the development of American Health Benefits Exchanges. Third-Party Comments on Patient Protection and Affordable Care Act NSBA filed comments with the Institute of Medicine, charged with providing advice and consultation to the Department of Health and Human Resources, on the defining of essential health benefits in qualified health plans required under PPACA.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Commerce, Dept of (DOC), Energy, Dept of, Environmental Protection Agency (EPA), Export-Import Bank of the United States (EXIM Bank), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

1. Tax Treatment of Foreign Earned Income - no bill 2. R&D Tax Credit - S. 1203, H.R. 422 3. Competitive Federal Tax Policy - no bill 4. CFC Look Through - no bill 5. Tax Extenders Act, H.R. 4213 6. Job Creation and Tax Cuts Act - S. 3793 7. Creating American Jobs and Ending Off Shoring Act - S. 3816 8. The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act - H.R. 4853

Client expense: $520,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, SENATE, White House Office

Reauthorization of the American Opportunity Tax Credit, H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 title VI, S. 3793, Jobs Creation and Tax Cuts Act, Title VI, .R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

Client expense: $15,000 · Firm income: Not reported

Government targets: Education, Dept of, Employment & Training Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

Workforce Investment Act Reauthorization H.R. 1249, Equipping a 21st Century Green Workforce Act-all titles, S. 3793, Jobs Creation and Tax Cuts Act, Title VI, H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 title V, H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

Client expense: $15,000 · Firm income: Not reported

Government targets: Education, Dept of, Employment & Training Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

S. 729, Dream Act; S. 3992 DREAM Act, H.R. 5281 DREAM Act, H.R. 1751, American Dream Act-all titles, S. 3793, Jobs Creation and Tax Cuts Act, Title VI, H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 title V H.R. 4853, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act

Client expense: $15,000 · Firm income: Not reported

Government targets: Education, Dept of, Employment & Training Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, White House Office

H.R. 3795 To enact Over-the-counter derivatives Markets Act of 2009; H.R. 4149 To amend the Internal Revenue Code of 1986 to provide a renewable electricity integration credit for a utility that purchases or produces renewable power; H.R. 4173 To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes H.R. 4455 To amend the Internal Revenue Code of 1986 to improve and extend certain energy-related tax provisions, and for other purposes H.R. 4599 To amend the Internal Revenue Code of 1986 to provide an elective payment for specified energy property H.R. 4853 Middle Class Tax Relief Act of 2010; To amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes. (Tax Extender Bill) H.R. 6107 American Taxpayer and Western Area Power Administration Firm Power Customer Protection and Government Accountability Act S. 2826 A bill to amend the Internal Revenue Code of 1986 to extend the renewable production credit for wind and open-loop biomass facilities, and for other purposes S. 2857 A bill to amend the Internal Revenue Code of 1986 to expand the qualifying advanced energy project credit S. 3018 A bill to amend the Internal Revenue Code of 1986 to make the Federal income tax system simpler, fairer, and more fiscally responsible, and for other purposes S. 3069 A bill to amend the American Recovery and Reinvestment Act of 2009 to provide for the preservation and creation of jobs in the United States for projects receiving grants for specified energy property S. 3513 Bonus Depreciation Extension to Create Jobs Act; A bill to amend the Internal Revenue Code of 1986 to extend for one year the special depreciation allowances for certain property S. 3793 Job Creation and Tax Cuts Act of 2010

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Permanent extension and expansion of research credit, renewable energy & energy efficiency tax benefits, corporate tax return, tax on settlement payments; domestic partner tax equity, international taxation, superfund taxes, tax accounting/LIFO; H.R. 422/S.1203 Research and Development Tax Credit Extension; H.R. 2098 Extension of Subpart F Look Through Rule; H.R. 564/H.R. 832/S.3164/S. 3125 - Superfund tax reinstatement, S. 1637 Expanding Building Efficiency Incentives Act of 2009; H.R. 2615 Energy-Efficient Commercial Roof Act; S.556 Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; H.R. 2625/S. 1153 Tax Equity for Health Plan Beneficiaries Act of 2009; S. 2755/H.R. 4085, investment credit for property used to fabricate solar energy property H.R. 3985, Second Generation Biofuel Producer Tax Credit Act of 2009 S. 1250/H.R. 4168, Algae-based Renewable Fuel Promotion Act of 2009 S. 3177/S. 3434, Home Star Energy Retrofit Act of 2010 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 3663, Clean Energy Jobs and Oil Company Accountability Act of 2010 S. 3793, Job Creation and Tax Cuts Act H.R. 4853, Tax Relief, unemployment Insurance Reauthorization and Job Creation Act of 2010

Client expense: $1,500,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Environmental Protection Agency (EPA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S. 1637 - New Homes Tax Credit Extension-Extends certain tax provisions set to expire in 2009. H.R. 4213 Extends the energy efficiency home tax credit for Energy Star manufactured homes H.R. 3996/2834/3970/S. 1624 - Carried Interest Legislation-Legislation would tax carried interest as ordinary income. S. 3935 - To advance Energy Tax Incentives - Energy Efficient Manufacted Homes S. 3793 - Job Creation and Tax Cuts Act of 2010 - Extends the energy efficiecy home tax credit for Energy Star manufactured and modular homes.

Client expense: $110,172 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Small Business Administration (SBA), Treasury, Dept of

SAFETEA-LU extender bill HR 2847 to continue federal aid programs providing funding for mass transit systems; FY 2011 Obama Administration budget proposals for DOT and DHS programs providing funding for mass transit systems; federal funding for mass transit systems - H.R. 2746 and S. 3189; FY 2011 Congressional Budget Resolution for federal mass transit programs and provision to modify budget to accomodate SAFETEA-LU reauthorization (S. Con. Res. 60 and R. Res 1493); FY 2011 THUD appropriations - House and Senate - client interest in maintaining federal funding levels for mass transit systems as well as specific project provisions (H.R. 5850 and S. 3644); FY 2011 DHS appropriations - House and Senate - client interest in maintaining federal funding levels for FEMA State/Local programs to support public transportation and rail security programs (S. 3607); legislation to authorize public transit rail safety programs H.R. 4643, S. 3015, and S. 3638; tax extender legislation, including H.R. 4213and H.R. 4849, and S. 3793 to extend "Build America bonds" program, reauthorize alternative fuel excise tax credit, and extend the ARRA provision for the pre-tax commuter transit and vanpool employer-provided benefits provision that raised such benefits to the same level as existing pre-tax parking employer-provided benefits past the current expiration date of December 31, 2010; additional stimulus legislation that would be available for public mass transit including H.R. 4812; and pending Senate climate change bill - provisions that would affect operations and budgets of mass transit systems as well as allocation of revenues to promote and support mass transit to reduce greenhouse gases; the four short-term continuing appropriations bills for FY 2011 (H.R. 3081, H J Res 101, H J Res 105, and HR 3082); and HR 4893 (client interest in extending the employer-provided mass transit benefit).

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

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Highway Administration (FHA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)

SAFETEA-LU extender bill HR 2847 to continue federal aid programs providing funding for mass transit systems; FY 2011 Obama Administration budget proposals for DOT and DHS programs providing funding for mass transit systems; federal funding for mass transit systems - H.R. 2746 and S. 3189; FY 2011 Congressional Budget Resolution for federal mass transit programs and provision to modify budget to accomodate SAFETEA-LU reauthorization (S. Con. Res. 60 and R. Res 1493); FY 2011 THUD appropriations - House and Senate - client interest in maintaining federal funding levels for mass transit systems as well as specific project provisions (H.R. 5850 and S. 3644); FY 2011 DHS appropriations - House and Senate - client interest in maintaining federal funding levels for FEMA State/Local programs to support public transportation and rail security programs (S. 3607); legislation to authorize public transit rail safety programs H.R. 4643, S. 3015, and S. 3638; tax extender legislation, including H.R. 4213and H.R. 4849, and S. 3793 to extend "Build America bonds" program, reauthorize alternative fuel excise tax credit, and extend the ARRA provision for the pre-tax commuter transit and vanpool employer-provided benefits provision that raised such benefits to the same level as existing pre-tax parking employer-provided benefits past the current expiration date of December 31, 2010; additional stimulus legislation that would be available for public mass transit including H.R. 4812; and pending Senate climate change bill - provisions that would affect operations and budgets of mass transit systems as well as allocation of revenues to promote and support mass transit to reduce greenhouse gases; the four short-term continuing appropriations bills for FY 2011 (H.R. 3081, H J Res 101, H J Res 105, and HR 3082); and HR 4893 (client interests in extending Build America Bonds program, extending excise tax credits for alternative fuels, extension of employer-provided mass transit benefits, and extension of exemption from alternative minimim tax treatment for certain tax-exempt bonds).

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

Government targets: AMTRAK - Natl Railroad Passenger Corporation, Federal Highway Administration (FHA), Federal Railroad Administration, Federal Transit Administration (FTA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation Security Administration (TSA), Transportation, Dept of (DOT)

Advanced Energy Manufacturing Tax Credit Bonus Depreciation Derivatives Dividends tax Dodd-Frank Act Estate tax Extend expiring tax provisions H.R. 4173, Financial Reform bill H.R. 4213, American Workers, State and Business Relief Act of 2010 H.R. 4213, H.R. 5893, Investing in American Jobs and Closing Tax Loopholes Act H.R. 4849, Small Business and Infrastructure Jobs Tax Act H.R. 4853, Middle Class Tax Relief Act H.R. 5600, Pomeroy-S. Johnson Make Section 127 Permanent bill Individual Rates International tax increases Pension Funding R&D tax credit extension S. 3513, Bonus Depreciation Extension to Create Jobs Act S. 3793, Job Creation and Tax Cuts Act (tax extenders) S. 3816, Creating American Jobs and Ending Offshoring Act S.A. 3816, Chambliss/Shelby Amendment to S. 3217 S.A. 4369, S.A. 4386, Baucus Amendments to H.R. 4213 S.A. 4531, Johanns Amendment to H.R. 5297, Small Business Jobs and Credit Act S.A. 4595, Nelson Amendment to H.R. 5297, Small Business Jobs and Credit Act S.A. 4753, Reid-McConnell amendment to H.R. 4853 Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010

Client expense: $1,570,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Consumer Product Safety Commission (CPSC), Education, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Patent & Trademark Office (PTO), 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), White House Office

tax exempt bonds, private activity bonds, tax extenders, dividend tax rates, H.R. 537, S. 3262, H.R. 4948, H.R. 4213, S. 3793, H.R. 4853

Client expense: Not reported · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.1083 - To regulate certain state taxation of interstate commerce H.R.1944 - To amend the Internal Revenue Code of 1986 to permanently extend the subpart F exemption for active financing income H.R.4213 - To amend the Internal Revenue Service Code of 1986 to extend cetain expiring provisions -- provisions related to subpart F exemption for active financing income, Build America Bonds, and guarantee fee H.R.4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 - provisions related to active financing, subpart F look through, and Build America Bonds S.3793 - Job Creation and Tax Cuts Act of 2010 - provisions related to active financing, subpart F look through, and Build America Bonds.

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

Government targets: Commodity Futures Trading Commission (CFTC), Council of Economic Advisers (CEA), Executive Office of the President (EOP), Federal Reserve System, HOUSE OF REPRESENTATIVES, Housing & Urban Development, Dept of (HUD), Natl Economic Council (NEC), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, White House Office

S.3793, Job Creation and Tax Cuts Act of 2010, provisions pertaining to provisions pertaining to extension of tax credits for EV's and energy efficiency; H.R. 4853, Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010, provisions pertaining to dividend tax rate extension, bonus depreciation/expensing, and energy efficiency tax incentives; H.R. 5297, Small Business Lending Fund Act, provisions pertaining to bonus depreciation; H.R. 4213, The American Jobs and Closing Tax Loopholes Act of 2010, provisions pertaining to energy extenders and pension relief; S. 722, Taxpayer Certainty and Relief Act of 2009, provisions pertaining to dividend tax relief; H.R. 4411, Support more rapid depreciation schedules of utility property, provisions pertaining to bonus depreciation; Dividend tax rate issues generally; H.R. 4915/S. 3187, A bill to amend the Internal Revenue Code of 1986 to extend the funding and expenditure authority of the Airport and Airway Trust Fund, to amend title 49, United States Code, to extend authorizations for the airport improvement program, and for other purposes, provisions pertaining to pension issues.

Client expense: $570,000 · Firm income: Not reported

Government targets: Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, SENATE

Bills related to extension of the expiring Bush tax cuts (including S 3793, the Job Creation and Tax Cuts Act of 2010, and HR 4853, the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010); bills related to the extension of expired tax provisions, including HR 4213; and proposals related to the imposition of a "bank tax."

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

Government targets: Commerce, Dept of (DOC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

H.R. 4853, tax issues that could impact oil and gas industry such as revenue offsets; H.R. 4213 Small Business and Infrastructure Jobs Tax Act, includes provisions related to incentivizing jobs, includes potential impacts to oil and gas industry taxes; Administrations Budget proposal, impacts to oil and gas industry including repeal of Section 199, repeal of IDC rules and repeal of LIFO; H.R. 5644, H.R. 5435, S. 3663, S. 3793, S. 3580, S. 3542, and S. 3405 all potential for tax changes that would impact oil and gas industry as included in the Administrations Budget proposal; H.R. 5995 and H.R. 5905 issue of deductibility of oil spill-related expenses.

Client expense: $2,155,000 · Firm income: Not reported

Government targets: Energy, Dept of, Environmental Protection Agency (EPA), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Minerals Management Service, Natl Security Council (NSC), SENATE, State, Dept of (DOS)

S.722, "Taxpayer Certainty and Relief Act of 2009." A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. S.1074, "Shareholder Bill of Rights Act of 2009." A bill to provide shareholders with enhanced authority over the nomination, election, and compensation of public company executives. H.R.4213, "Tax Extenders Act of 2009." To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R.2989, "401(k) Fair Disclosure and Pension Security Act of 2009." To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. H.R.4849, "Small Business and Infrastructure Jobs Tax Act of 2010." To amend the Internal Revenue Code of 1986 to provide tax incentives for small business job creation, extend the Build America Bonds program, provide other infrastructure job creation tax incentives, and for other purposes. H.R.4149, To amend the Internal Revenue Code of 1986 to provide a renewable electricity integration credit for a utility that purchases or produces renewable power. S.2854, A bill to amend the Internal Revenue Code of 1986 to extend and modify the credit for new qualified hybrid motor vehicles, and for other purposes. (Tax credits for EV's). S.3442, "Electric Vehicle Deployment Act of 2010." A bill to promote the deployment of plug-in electric drive vehicles, and for other purposes. S.3793, "Job Creation and Tax Cuts Act of 2010", (extension of tax credits for EV's and energy efficiency). H.R.4853, Tax Relief, Unemployment Reauthorization and Job Creation Act of 2010, (dividend tax rate extension, bonus depreciation/expensing, and energy efficiency tax incentives). H.R.5372, To amend the Internal Revenue Code of 1986 to treat any business credit attributable to wind, solar, or biomass electricity production and investment in solar energy property as refundable to the extent the taxpayer makes new wind, solar, and other renewable energy investments. S.2899, "Renewable Energy Incentive Act." A bill to amend the American Recovery and Reinvestment Act of 2009 and the Internal Revenue Code of 1986 to provide incentives for the development of solar energy. S.1639, "Expanding Industrial Energy Efficiency Incentives Act of 2009." A bill to amend the Internal Revenue Code of 1986 to improve and extend certain energy-related tax provisions, and for other purposes. H.R.4599, "Renewable Energy Expansion Act of 2010." To amend the Internal Revenue Code of 1986 to provide an elective payment for specified energy property. H.R.4851, "Continuing Extension Act of 2010." To provide a temporary extension of certain programs, and for other purposes. H.R. 5297, "Small Business Lending Fund Act", (bonus depreciation) Renewable Energy Tax Incentives in general.

Client expense: $1,140,000 · Firm income: Not reported

Government targets: Energy, Dept of, Federal Communications Commission (FCC), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Nuclear Regulatory Commission (NRC), SENATE, Treasury, Dept of, White House Office