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Compensation Fairness Act of 2009
Legislative Progress
Momentum (last 30 days)
0
score
0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
85pct
4d open
vs 4,048 other S bills in the 111th — cohort avg 29d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Bills with similar content found using semantic analysis.
Sources: Congress.gov
2010 · first_quarter · Taxation/Internal Revenue Code
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. 3200 legislation to fund health care reform, issues affecting large employers H.R. 3962 Health Care For America Act, health care reform issues affecting large employers H.R. 3590 Patient Protection and Affordable Care Act, health care reform issues affecting large employers 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 H.RES. 1212, providing for House consideration of Senate Amendments to H.R. 1586, legislation to impose an additional 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.AMDT. 3342, legislation to impose an excise tax on excessive 2009 bonuses paid by companies receiving Federal emergency economic assistance S.AMDT. 3486 to H.R. 1586, legislation to impose an additional tax on bonuses received from certain TARP recipients. 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 significnt financial institutions
Client expense: $850,000 · Firm income: Not reported
Government targets: Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Postal Service (USPS), White House Office
2010 · second_quarter · Taxation/Internal Revenue Code
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 significnt financial institutions H.R. 5141 The Small Business Paperwork Reduction Act, legislation to repeal small business 1099 reporting provisions. SA 4455Repeal of Expansion of Reporting Requirements, legislation to repeal small business 1099 reporting provisions.
2010 · third_quarter · Taxation/Internal Revenue Code
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
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, "Retirement Security Needs Lifetime Pay Act"; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001"; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009; H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act; S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure; S.864, Public Good IRA Rollover Act; S. 3533, Responsible Estate Tax Act of 2010; S. 5297, Small Business Jobs Act of 2010; H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010; H.R. 5475, The Family Farm Estate Tax Relief Act of 2010; H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010; H.R. 5486, Small Business Jobs Tax Relief Act of 2010; H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010; S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010; S. 651 Compensation Fairness Act; H.R. 3669 Employer-Owned Life Insurance Limitation Act S. 3786, The Fair Playing Field Act of 2010; H.R. 6128, Fair Playing Field Act of 2010; S. 3773, Tax Hike Prevention Act of 2010; H.R. 4853, Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010; H.R. 4853 (Senate amendment) Middle Class Tax Cut Act of 2010;
2010 · fourth_quarter · Financial Institutions/Investments/Securities
H.R. 302 (To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities); H.R. 1260 (Patent Reform Act); H.R. 1020 (Arbitration Fairness Act of 2009); H.R. 1575 (End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act); H.R. 1664 (To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compensation not based on performance standards) (restrictions on compensation); H.R. 1669 (To require the Secretary of the Treasury to establish a market for municipal securities, to require cooperation between the Secretary and the Chairman of the Board of Governors of the Federal Reserve System in addressing the municipal securities market situation including through the establishment of municipal securities funding facilities, and for other purposes); H.R. 1731 (Credit Risk Retention Act); H.R. 1944 (Active Financing Rules); H.R. 2221 (Data Accountability and Trust Act); H.R. 2549 (The Municipal Bond Fairness Act); H.R. 2550 (The Municipal Advisers Regulation Act); H.R. 2551 (The Municipal Market Liquidity Enhancement Act of 2009); H.R. 2589 (The Municipal Bond Insurance Enhancement Act of 2009); H.R. 2798 (Securities Investor Protection Corporation (SIPC) Reform Act of 2009); H.R. 2847 (Hiring Incentives to Restore Employment Act); H.R. 2896 (Equal Treatments Of Covered Bonds Act of 2009); H.R. 3005 (National Institute of Finance Act of 2010); H.R. 3126 (Consumer Financial Protection Agency Act of 2009); H.R. 3145 (Credit Default Swap Prohibition Act of 2009); H.R. 3269 (Corporate and Financial Institution compensation Fairness Act of 2009); H.R. 3306 (to enhance Social Security account number privacy protections); H.R. 3310 (To reform the financial regulatory system of the United States); H.R. 3817 (Investor Protection Act of 2009); H.R. 3818 (Private Fund Investment Advisers Registration Act of 2009); H.R. 3890 (Accountability and Transparency in Rating Agencies Act); H.R. 4173 (Dodd-Frank Wall Street Reform and Consumer Protection Act)(Systemic risk regulation and liquidation authority; Section 342 (Office of Minority and Women Inclusion)); H.R. 4191 (Wall Street Fair Share Act); H.R. 4872 (The Reconciliation Act of 2010); H.R. 4884 (U.S. Covered Bond Act of 2010); H.R. 5777 ("Building Effective Strategies to Promote Responsibility Accountability Choice Transparency Innovation Consumer Expectations and Safeguards Act," or the "Best Practices Act"); H.R. 5927 (Small Business Lending Fund Act); S. 139 (Data Breach Notification Act); S. 386 (Fraud Enforcement and Recovery Act); S. 515 (Patent Reform Act); S. 651 (Compensation Fairness Act of 2009); S. 773 (Cyber Security Act of 2009); S. 931 (Arbitration Fairness Act of 2009); S. 961 (Authorizing the Regulation of Swaps Act); S. 1490 (Personal Data Privacy and Security Act of 2009); S. 1551 (Liability for Aiding and Abetting Securities Violations of 2009); S. 1682 (to provide the CFTC with antimarket manipulation authority); S. 1683 (Pay It Back Act); S. 2886 (Bank Integrity Act of 2009) (Glass-Steagall Repeal); S. 2927 (Wall Street Fair Share Act); S. 3005 (National Institute of Finance Act of 2010); S. 3217 (Governmental Accounting Standards Board (GASB) Funding)(Regulatory Capital Requirements, systemic risk regulation and liquidation authority); S. Amdt. 3792 (Fiduciary Duty); S. Amdt. 4057 (Governmental Accounting Standards Board (GASB) Funding); 2011 Financial Services Appropriations, Subcommittee on Financial Services and General Government (Amendment relating to SIPC coverage); Restoring American Financial Stability Act of 2010: Title I (Financial Stability); Title II (Resolution Authority); Title IX ( Asset-Backed Securitization); Title X (Broker-Dealer Standard of Care); Title IX (FED Lending and Fiscal Policy Functions); Resolution Authority for Systemically Significant Financial Companies Act of 2009; Systemic Risk Regulation and liquidation authority; Troubled Asset Backed Securities Loan Facility (H-1B); State Regulation of Credit Default Swaps as Insurance; PPIP Investor and Asset Manager Requirements; China - strategic and economic dialog; Market Structure Issues (dark pools, flash quotes, high frequency trading); Transatlantic Economic Council (Trade Issues); Preservation of independent contractor status for financial services sector; Bilateral Investment Treaties, India; Asian Pacific Economic Council Privacy Issues; Transpacific Partnership; European Union proposal regarding Credit Default Swaps and Credit Rating Agencies and their impact on US Markets; EU Alternative Investment Fund Managers Proposal (AIFM); Basel Capital Rules; G-20 (Issues related to the November 15, 2008 "Washington Action Plan"); Government Sponsored Enterprises (GSE) Reform; Regulatory Capital Requirements; Accounting standards for municipalities; Securities Investor Protection Corporation (SIPC) reform and funding fees; Financial Stability Board Outreach; Establishment of the Office of Financial Research; FY2011 House Financial Services Appropriations bill.
| Democratic |
| AR |
| Charles E. Schumer | Democratic | NY |
| Chuck Grassley | Republican | IA |
| Debbie Stabenow | Democratic | MI |
| Jeff Bingaman | Democratic | NM |
| John F. Kerry | Democratic | MA |
| Maria Cantwell | Democratic | WA |
| Olympia J. Snowe | Republican | ME |
| Robert Menendez | Democratic | NJ |
| Ron Wyden | Democratic | OR |
| Tom Harkin | Democratic | IA |
Client expense: $580,000 · Firm income: Not reported
Government targets: Energy, Dept of, Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Postal Service (USPS), White House Office
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
Client expense: $867,923 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
Client expense: $1,280,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2010 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 436 - Certain Estate Tax Relief Act of 2009; entire bill H.R. 847 - James Zadroga 9/11 Health and Compensation Act of 2010; provisions relating to possible use of workforce classification reforms as the revenue offset (P.L. 111-347, 1/2/2011) H.R. 1083 - The Business Activity Tax Simplification Act of 2009; entire bill H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; entire bill H.R. 2920 Statutory Pay Go Act of 2009; provisions relating to estate tax and middle class tax benefits H.R. 3408 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to limitation of independent contractor status for independent broker dealers H.R. 3905 Estate Tax Relief Act; entire bill H.R. 3933 - Foreign Account Tax Compliance Act of 2009; to ensure workable reporting requirements for mutual funds H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; entire bill H.R. 4191 - Let Wall Street Pay for the Restoration of Main Street Act of 2009; entire bill H.R. 4337 - Regulated Investment Company Modernization Act of 2009; entire bill (P.L. 111-325, 12/22/2010) H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010; provisions relating to small business capital gains exclusion and Build America Bonds H.R. 4853 - Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010; provisions relating to individual tax rates/estate tax and extenders, small business incentives relevant to the financial services sector H.R. 5982 Small Business Tax Relief Act of 2010; provisions relating to repeal of 1099 reporting obligations enacted in health care reform H.R. 6128 Fair Playing Field Act of 2010; provisions that would affect use of independent contractors within the securities industry S. 506 - Stop Tax Haven Abuse Act; provision relating to managed and controlled foreign entities 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; entire bill S. 651 - Compensation Fairness Act of 2009; entire bill S. 722 - Taxpayer Certainty and Relief Act of 2009; provisions relating to capital gains, dividends, and estate tax S. 1007 - Excessive Pay Capped Deduction Act of 2009; entire bill S. 2784 - A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; entire bill S. 2869 Small Business Job Creation and Access to Capital Act of 2009; entire bill S. 2882 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to independent contractors within the securities industry S. 2927 - Wall Street Fair Share Act; entire bill S. 3513 Bonus Depreciation Extension to Create Jobs Act; entire bill S. 3773 Tax Hike Prevention Act of 2010; provisions relating to capital gains dividends and estate tax S. 3786 Fair Playing Field Act; provisions that would affect use of independent contractors within the securities industry S. 3793 Job Creation and Tax Cuts Act of 2010; entire bill S. 3816 Creating American Jobs and Ending Offshoring Act; entire bill S. 3946 - Small Business Paperwork Relief Act; entire bill Administrations FY 2011 budget proposals relating to Auto IRA retirement savings initiatives, taxation of life insurance companies, international taxation, tax treatment of capital gains and dividends, independent contractor, estate tax, and Financial Crisis Responsibility Fee
Client expense: $270,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Taxation/Internal Revenue Code
H.R. 1586, all provisions relating to the taxation of compensation. S. 651, Compensation Fairness Act, all provisions relating to taxation of compensation All proposals to limit tax deductibility of executive compensation by corporations and limit the amount of compensation that can be deferred annually by individuals.
Client expense: Not reported · Firm income: $400,000
Government targets: Employment Standards Administration, Equal Employment Opportunity Commission (EEOC), Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · fourth_quarter · Financial Institutions/Investments/Securities
S. 298. Financial Markets Commission Act (entire bill) S. 360. Cap Executive Pay Act (entire bill) S. 386. Fraud Enforcement and Recovery Act (entire bill) S. 566. Financial Product Safety Commission Act (entire bill) S. 664/ H.R. 1754. Financial Systems Stabilization and Reform Act (entire bill) S. 961. Authorizing the Regulation of Swaps (entire bill) S. 1006. Excessive Pay Shareholder Approval Act S. 1074. Shareholder Bill of Rights Act H.R. 74. Financial Oversight Commission H.R. 1664. To amend executive compensation and compensation not based on performance standards. H.R. 2221. Data Accountability and Trust Act (entire bill) H.R. 3795. Over-the-Counter Derivatives Markets Act of 2009 (entire bill) H.R. 3996. Financial Stability Improvement Act (entire bill) H.R. 3763. To Amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses(entire bill) H.R. 1575. End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act (entire bill) H.R. 1586. To impose an additional tax on bonuses received from certain TARP recipients (entire bill) H.R. 3269. Corporate and Financial Institution Compensation Fairness Act (entire bill) S. 651. Compensation Fairness Act (entire bill) S. 1490. Personal Data Privacy and Security Act (entire bill) H.R. 4173/ S. 3217. Restoring America Financial Stability Act (entire bill) Issues related to credit based insurance scores. H.R. 1479. CRA Modernization Act (entire bill) H.R. 6334. To amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions, and for other purposes (entire bill)
Client expense: $310,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), Treasury, Dept of
2010 · fourth_quarter · Taxation/Internal Revenue Code
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets; H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 - Section 711, Alternative fuel vehicle refueling property.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Environment/Superfund
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets; H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 - Section 711, Alternative fuel vehicle refueling property.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Consumer Issues/Safety/Products
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets; H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 - Section 711, Alternative fuel vehicle refueling property.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Budget/Appropriations
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets; H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 - Section 711, Alternative fuel vehicle refueling property.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Energy/Nuclear
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets; H.R. 4853, Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 - Section 711, Alternative fuel vehicle refueling property.
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · fourth_quarter · Taxation/Internal Revenue Code
Foreign reinsurance taxation (H.R. 3424); issues related to catastrophe bonds (S. 651, H.R. 1586). Issues related to IRC 162(m).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · third_quarter · Financial Institutions/Investments/Securities
H.R. 302 (To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities); H.R. 1260 (Patent Reform Act); H.R. 1020 (Arbitration Fairness Act of 2009); H.R. 1575 (End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act); H.R. 1664 (To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compensation not based on performance standards) (restrictions on compensation); H.R. 1669 (To require the Secretary of the Treasury to establish a market for municipal securities, to require cooperation between the Secretary and the Chairman of the Board of Governors of the Federal Reserve System in addressing the municipal securities market situation including through the establishment of municipal securities funding facilities, and for other purposes); H.R. 1731 (Credit Risk Retention Act); H.R. 1944 (Active Financing Rules); H.R. 2221 (Data Accountability and Trust Act); H.R. 2549 (The Municipal Bond Fairness Act); H.R. 2550 (The Municipal Advisers Regulation Act); H.R. 2551 (The Municipal Market Liquidity Enhancement Act of 2009); H.R. 2589 (The Municipal Bond Insurance Enhancement Act of 2009); H.R. 2847 (Hiring Incentives to Restore Employment Act); H.R. 2896 (Equal Treatments Of Covered Bonds Act of 2009); H.R. 3005 (National Institute of Finance Act of 2010); H.R. 3126 (Consumer Financial Protection Agency Act of 2009); H.R. 3145 (Credit Default Swap Prohibition Act of 2009); H.R. 3269 (Corporate and Financial Institution compensation Fairness Act of 2009); H.R. 3306 (to enhance Social Security account number privacy protections); H.R. 3310 (To reform the financial regulatory system of the United States); H.R. 3817 (Investor Protection Act of 2009); H.R. 3818 (Private Fund Investment Advisers Registration Act of 2009); H.R. 3890 (Accountability and Transparency in Rating Agencies Act); H.R. 4173 (Dodd-Frank Wall Street Reform and Consumer Protection Act)(Systemic risk regulation and liquidation authority; Section 342 (Office of Minority and Women Inclusion)); H.R. 4191 (Wall Street Fair Share Act); H.R. 4872 (The Reconciliation Act of 2010); H.R. 4884 (U.S. Covered Bond Act of 2010); H.R. 5777 ("Building Effective Strategies to Promote Responsibility Accountability Choice Transparency Innovation Consumer Expectations and Safeguards Act," or the "Best Practices Act"); H.R. 5927 (Small Business Lending Fund Act); S. 139 (Data Breach Notification Act); S. 386 (Fraud Enforcement and Recovery Act); S. 515 (Patent Reform Act); S. 651 (Compensation Fairness Act of 2009); S. 773 (Cyber Security Act of 2009); S. 931 (Arbitration Fairness Act of 2009); S. 961 (Authorizing the Regulation of Swaps Act); S. 1490 (Personal Data Privacy and Security Act of 2009); S. 1551 (Liability for Aiding and Abetting Securities Violations of 2009); S. 1682 (to provide the CFTC with antimarket manipulation authority); S. 1683 (Pay It Back Act); S. 2886 (Bank Integrity Act of 2009) (Glass-Steagall Repeal); S. 2927 (Wall Street Fair Share Act); S. 3005 (National Institute of Finance Act of 2010); S. 3217 (Governmental Accounting Standards Board (GASB) Funding)(Regulatory Capital Requirements, systemic risk regulation and liquidation authority); S. Amdt. 3792 (Fiduciary Duty); S. Amdt. 4057 (Governmental Accounting Standards Board (GASB) Funding); 2011 Financial Services Appropriations, Subcommittee on Financial Services and General Government (Amendment relating to SIPC coverage); Restoring American Financial Stability Act of 2010: Title I (Financial Stability); Title II (Resolution Authority); Title IX ( Asset-Backed Securitization); Title X (Broker-Dealer Standard of Care); Title IX (FED Lending and Fiscal Policy Functions); Resolution Authority for Systemically Significant Financial Companies Act of 2009; Systemic Risk Regulation and liquidation authority; Troubled Asset Backed Securities Loan Facility (H-1B); State Regulation of Credit Default Swaps as Insurance; PPIP Investor and Asset Manager Requirements; China - strategic and economic dialog; Market Structure Issues (dark pools, flash quotes, high frequency trading); Transatlantic Economic Council (Trade Issues); Preservation of independent contractor status for financial services sector; Bilateral Investment Treaties, India; Asian Pacific Economic Council Privacy Issues; Transpacific Partnership; European Union proposal regarding Credit Default Swaps and Credit Rating Agencies and their impact on US Markets; EU Alternative Investment Fund Managers Proposal (AIFM); Basel Capital Rules; G-20 (Issues related to the November 15, 2008 "Washington Action Plan"); Government Sponsored Enterprises (GSE) Reform; Regulatory Capital Requirements; Accounting standards for municipalities.
Client expense: $1,270,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, Certain Estate Tax Relief Act; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure. S.864, Public Good IRA Rollover Act; S. 3533, Responsible Estate Tax Act of 2010 S. 5297, Small Business Jobs Act of 2010 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5475, The Family Farm Estate Tax Relief Act of 2010 H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 H.R. 5486, Small Business Jobs Tax Relief Act of 2010 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 651 Compensation Fairness Act H.R. 3669 Employer-Owned Life Insurance Limitation Act S. 3786, The Fair Playing Field Act of 2010 H.R. 6128, Fair Playing Field Act of 2010 S. 3773, Tax Hike Prevention Act of 2010
Client expense: $576,337 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
H.R. 436 - Certain Estate Tax Relief Act of 2009; entire bill H.R. 1083 - The Business Activity Tax Simplification Act of 2009; entire bill H.R. 1265 - Stop Tax Haven Abuse Act; provisions relating to management and control of foreign corporations H.R. 1586 FAA Air Transportation Modernization and Safety Improvement Act; provisions relating to taxation of foreign operations H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; entire bill H.R. 2920 Statutory Pay Go Act of 2009; provisions relating to estate tax and middle class tax benefits H.R. 3408 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to limitation of independent contractor status for independent broker dealers H.R. 3905 Estate Tax Relief Act; entire bill H.R. 3933 - Foreign Account Tax Compliance Act of 2009; to ensure workable reporting requirements for mutual funds H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; entire bill H.R. 4191 - Let Wall Street Pay for the Restoration of Main Street Act of 2009; entire bill H.R. 4213 - American Workers, State, and Business Relief Act of 2010; provisions relating to tax extenders, carried interest, and fee disclosures H.R. 4337 - Regulated Investment Company Modernization Act of 2009; provisions relating to mutual funds H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010; provisions relating to small business capital gains exclusion and Build America Bonds H.R. 4899 Supplemental Appropriations Act, 2010; provisions related to GRATS H.R. 5297 Small Business Lending Fund Act of 2010; provisions relating to taxes affecting small business, partial annuitization, and expansion of Roth conversions H.R. 5486 Small Business Jobs Tax Relief Act of 2010; provisions relating to small business investment incentives and grantor retained annuity trust H.R. 5982 Small Business Tax Relief Act of 2010; provisions relating to repeal of 1099 reporting obligations enacted in health care reform H.R. 6128 Fair Playing Field Act of 2010; provisions that would affect use of independent contractors within the securities industry S. 506 - Stop Tax Haven Abuse Act; provision relating to managed and controlled foreign entities 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; entire bill S. 651 - Compensation Fairness Act of 2009; entire bill S. 722 - Taxpayer Certainty and Relief Act of 2009; provisions relating to capital gains, dividends, and estate tax S. 1007 - Excessive Pay Capped Deduction Act of 2009; entire bill S. 2784 - A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; entire bill S. 2869 Small Business Job Creation and Access to Capital Act of 2009; entire bill S. 2882 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to independent contractors within the securities industry S. 2927 - Wall Street Fair Share Act; entire bill S. 3513 Bonus Depreciation Extension to Create Jobs Act; entire bill S. 3773 Tax Hike Prevention Act of 2010; provisions relating to capital gains dividends and estate tax S. 3786 Fair Playing Field Act; provisions that would affect use of independent contractors within the securities industry S. 3793 Job Creation and Tax Cuts Act of 2010; entire bill S. 3816 Creating American Jobs and Ending Offshoring Act; entire bill Administrations FY 2011 budget proposals relating to Auto IRA retirement savings initiatives, taxation of life insurance companies, international taxation, tax treatment of capital gains and dividends, independent contractor, estate tax, and Financial Crisis Responsibility Fee
Client expense: $580,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
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: $460,000 · 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
2010 · third_quarter · Taxation/Internal Revenue Code
H.R. 1586, all provisions relating to the taxation of compensation. S. 651, Compensation Fairness Act, all provisions relating to taxation of compensation All proposals to limit tax deductibility of executive compensation by corporations and limit the amount of compensation that can be deferred annually by individuals.
Client expense: Not reported · Firm income: $280,000
Government targets: Employment Standards Administration, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · third_quarter · Financial Institutions/Investments/Securities
S. 298. Financial Markets Commission Act (entire bill) S. 360. Cap Executive Pay Act (entire bill) S. 386. Fraud Enforcement and Recovery Act (entire bill) S. 566. Financial Product Safety Commission Act (entire bill) S. 664/ H.R. 1754. Financial Systems Stabilization and Reform Act (entire bill) S. 961. Authorizing the Regulation of Swaps (entire bill) S. 1006. Excessive Pay Shareholder Approval Act S. 1074. Shareholder Bill of Rights Act H.R. 74. Financial Oversight Commission H.R. 1664. To amend executive compensation and compensation not based on performance standards. H.R. 2221. Data Accountability and Trust Act (entire bill) H.R. 3795. Over-the-Counter Derivatives Markets Act of 2009 (entire bill) H.R. 3996. Financial Stability Improvement Act (entire bill) H.R. 3763. To Amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses(entire bill) H.R. 1575. End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act (entire bill) H.R. 1586. To impose an additional tax on bonuses received from certain TARP recipients (entire bill) H.R. 3269. Corporate and Financial Institution Compensation Fairness Act (entire bill) S. 651. Compensation Fairness Act (entire bill) S. 1490. Personal Data Privacy and Security Act (entire bill) H.R. 4173/ S. 3217. Restoring America Financial Stability Act (entire bill) Issues related to credit based insurance scores. H.R. 1479. CRA Modernization Act (entire bill) H.R. 6334. To amend the Community Reinvestment Act of 1977 to improve the assessments of regulated financial institutions, and for other purposes (entire bill)
Client expense: $330,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT), Treasury, Dept of
2010 · third_quarter · Budget/Appropriations
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Environment/Superfund
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Energy/Nuclear
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Consumer Issues/Safety/Products
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit; S. 3738, Clean Energy Technology Leadership Act; S. 3715, Charging America Forward Act; S. 3815, Promoting Natural Gas and Electric Vehicles Act; H.R. 1586 amended version, Title II Revenue Offsets
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · third_quarter · Taxation/Internal Revenue Code
Foreign reinsurance taxation (H.R. 3424); issues related to catastrophe bonds (S. 651, H.R. 1586).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, Amend the IRC of 1986 to allow Treasury to not impose penalties for failure to disclose reportable transactions when there is reasonable cause for such a failure. S.864, Public Good IRA Rollover Act; S. 3533, Responsible Estate Tax Act of 2010 S. 5297, Small Business Jobs Act of 2010 H.R. 3962, Preservation of Access to Care for Medicare Beneficiaries and Pension Relief Act of 2010 H.R. 5475, The Family Farm Estate Tax Relief Act of 2010 H.R. 4213, American Jobs and Closing Tax Loopholes Act of 2010 H.R. 5486, Small Business Jobs Tax Relief Act of 2010 H.R. 4849, Small Business and Infrastructure Jobs Tax Act of 2010 S. 3018, Bipartisan Tax Fairness and Simplification Act of 2010 S. 651 Compensation Fairness Act H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009 H.R. 3669 Employer-Owned Life Insurance Limitation Act
Client expense: $608,081 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Financial Institutions/Investments/Securities
H.R. 302 (To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities); H.R. 1260 (Patent Reform Act); H.R. 1020 (Arbitration Fairness Act of 2009); H.R. 1575 (End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act); H.R. 1664 (To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compensation not based on performance standards) (restrictions on compensation); H.R. 1669 (To require the Secretary of the Treasury to establish a market for municipal securities, to require cooperation between the Secretary and the Chairman of the Board of Governors of the Federal Reserve System in addressing the municipal securities market situation including through the establishment of municipal securities funding facilities, and for other purposes); H.R. 1731 (Credit Risk Retention Act); H.R. 1944 (Active Financing Rules); H.R. 2221 (Data Accountability and Trust Act); H.R. 2549 (The Municipal Bond Fairness Act); H.R. 2550 (The Municipal Advisers Regulation Act); H.R. 2551 (The Municipal Market Liquidity Enhancement Act of 2009); H.R. 2589 (The Municipal Bond Insurance Enhancement Act of 2009); H.R. 2847 (Hiring Incentives to Restore Employment Act); H.R. 2896 (Equal Treatments Of Covered Bonds Act of 2009); H.R. 3005 (National Institute of Finance Act of 2010); H.R. 3126 (Consumer Financial Protection Agency Act of 2009); H.R. 3145 (Credit Default Swap Prohibition Act of 2009); H.R. 3269 (Corporate and Financial Institution compensation Fairness Act of 2009); H.R. 3306 (to enhance Social Security account number privacy protections); H.R. 3310 (To reform the financial regulatory system of the United States); H.R. 3817 (Investor Protection Act of 2009); H.R. 3818 (Private Fund Investment Advisers Registration Act of 2009); H.R. 3890 (Accountability and Transparency in Rating Agencies Act); H.R. 4173 (Wall Street Reform and Consumer Protection Act of 2009)(Systemic risk regulation and liquidation authority); H.R. 4191 (Wall Street Fair Share Act); H.R. 4872 (The Reconciliation Act of 2010); H.R. 4884 (U.S. Covered Bond Act of 2010); H.R. 5927 (Small Business Lending Fund Act); S. 139 (Data Breach Notification Act); S. 386 (Fraud Enforcement and Recovery Act); S. 515 (Patent Reform Act); S. 651 (Compensation Fairness Act of 2009); S. 773 (Cyber Security Act of 2009); S. 931 (Arbitration Fairness Act of 2009); S. 961 (Authorizing the Regulation of Swaps Act); S. 1490 (Personal Data Privacy and Security Act of 2009); S. 1551 (Liability for Aiding and Abetting Securities Violations of 2009); S. 1682 (to provide the CFTC with antimarket manipulation authority); S. 1683 (Pay It Back Act); S. 2886 (Bank Integrity Act of 2009) (Glass-Steagall Repeal); S. 2927 (Wall Street Fair Share Act); S. 3005 (National Institute of Finance Act of 2010); S. 3217 (Governmental Accounting Standards Board (GASB) Funding)(Regulatory Capital Requirements, systemic risk regulation and liquidation authority); S. Amdt. 3792 (Fiduciary Duty); S. Amdt. 4057 (Governmental Accounting Standards Board (GASB) Funding); Restoring American Financial Stability Act of 2010: Title I (Financial Stability); Title II (Resolution Authority); Title IX ( Asset-Backed Securitization); Title X (Broker-Dealer Standard of Care); Title IX (FED Lending and Fiscal Policy Functions); Resolution Authority for Systemically Significant Financial Companies Act of 2009; Systemic Risk Regulation; Troubled Asset Backed Securities Loan Facility (H-1B); State Regulation of Credit Default Swaps as Insurance; PPIP Investor and Asset Manager Requirements; China - strategic and economic dialog; Market Structure Issues (dark pools, flash quotes, high frequency trading); Transatlantic Economic Council (Trade Issues); Preservation of independent contractor status for financial services sector; Bilateral Investment Treaties, India; Asian Pacific Economic Council Privacy Issues; Transpacific Partnership; European Union proposal regarding Credit Default Swaps and Credit Rating Agencies and their impact on US Markets; EU Alternative Investment Fund Managers Proposal (AIFM); Basel Capital Rules; G-20 (Issues related to the November 15, 2008 "Washington Action Plan"); Government Sponsored Enterprises Reform; Regulatory Capital Requirements; Accounting standards for municipalities; Dodd/Frank Financial Regulation Reform.
Client expense: $1,480,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2010 · second_quarter · Budget/Appropriations
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Energy/Nuclear
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Environment/Superfund
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Consumer Issues/Safety/Products
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; American Jobs and Closing Tax Loopholes Act; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
Consulting services related to various general corporate tax and employee benefit issues, and more specifically those impacting insurance companies which were debated during the second session of the 111th Congress on the following bills: - H.R. 4173, the Dodd-Frank Wall Street Reform and Consumer Protection Act - S. 651: The Compensation Fairness Act of 2009
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · second_quarter · Taxation/Internal Revenue Code
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 significnt financial institutions H.R. 5141 The Small Business Paperwork Reduction Act, legislation to repeal small business 1099 reporting provisions. SA 4455Repeal of Expansion of Reporting Requirements, legislation to repeal small business 1099 reporting provisions.
Client expense: $630,000 · Firm income: Not reported
Government targets: Energy, Dept of, Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Office of Thrift Supervision (OTS), SENATE, Treasury, Dept of, U.S. Postal Service (USPS), White House Office
2010 · second_quarter · Taxation/Internal Revenue Code
Foreign reinsurance taxation (H.R. 3424); issues related to catastrophe bonds (S. 651, H.R. 1586, and H.R. 4213).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · second_quarter · Taxation/Internal Revenue Code
H.R. 1586, all provisions relating to the taxation of compensation. S. 651, Compensation Fairness Act, all provisions relating to taxation of compensation All proposals to limit tax deductibility of executive compensation by corporations and limit the amount of compensation that can be deferred annually by individuals.
Client expense: Not reported · Firm income: $400,000
Government targets: Employment Standards Administration, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · second_quarter · Financial Institutions/Investments/Securities
S. 298. Financial Markets Commission Act (entire bill) S. 360. Cap Executive Pay Act (entire bill) S. 386. Fraud Enforcement and Recovery Act (entire bill) S. 566. Financial Product Safety Commission Act (entire bill) S. 664/ H.R. 1754. Financial Systems Stabilization and Reform Act (entire bill) S. 961. Authorizing the Regulation of Swaps (entire bill) S. 1006. Excessive Pay Shareholder Approval Act S. 1074. Shareholder Bill of Rights Act H.R. 74. Financial Oversight Commission H.R. 1664. To amend executive compensation and compensation not based on performance standards. H.R. 2221. Data Accountability and Trust Act (entire bill) H.R. 3795. Over-the-Counter Derivatives Markets Act of 2009 (entire bill) H.R. 3996. Financial Stability Improvement Act (entire bill) H.R. 3763. To Amend the Fair Credit Reporting Act to provide for an exclusion from Red Flag Guidelines for certain businesses(entire bill) H.R. 1575. End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act (entire bill) H.R. 1586. To impose an additional tax on bonuses received from certain TARP recipients (entire bill) H.R. 3269. Corporate and Financial Institution Compensation Fairness Act (entire bill) S. 651. Compensation Fairness Act (entire bill) S. 1490. Personal Data Privacy and Security Act (entire bill) H.R. 4173/ S. 3217. Restoring America Financial Stability Act (entire bill) Issues related to credit based insurance scores. H.R. 1479. CRA Modernization Act (entire bill)
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Transportation, Dept of (DOT)
2010 · second_quarter · Taxation/Internal Revenue Code
H.R. 436 - Certain Estate Tax Relief Act of 2009; entire bill H.R. 1083 - The Business Activity Tax Simplification Act of 2009; entire bill H.R. 1935 - To amend the Internal Revenue Code of 1986 to provide for the treatment of partnership interests held by partners providing services; entire bill H.R. 3408 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to limitation of independent contractor status for independent broker dealers H.R. 3905 Estate Tax Relief Act; entire bill H.R. 4154 - Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009; entire bill H.R. 4191 - Let Wall Street Pay for the Restoration of Main Street Act of 2009; entire bill H.R. 4213 - American Workers, State, and Business Relief Act of 2010; provisions relating to tax extenders, and fee disclosures H.R. 4337 - Regulated Investment Company Modernization Act of 2009; entire bill H.R. 4849 - Small Business and Infrastructure Jobs Tax Act of 2010; provisions relating to small business capital gains exclusion and Build American Bonds H.R. 4899 Supplemental Appropriations Act, 2010; provisions related to GRATS H.R. 5297 Small Business Lending Fund Act of 2010; provisions relating to 401(k) Roth conversions, GRATS, partial annuitization, and tax provisions for small business H.R. 5486 Small Business Jobs Tax Relief Act of 2010; provisions relating to small business investment incentives and grantor retained annuity trust H.R. 5623 Homebuyer Assistance and Improvement Act; entire bill 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; entire bill S. 651 - Compensation Fairness Act of 2009; entire bill S. 1007 - Excessive Pay Capped Deduction Act of 2009; entire bill S. 2784 - A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; entire bill S. 2869 Small Business Job Creation and Access to Capital Act of 2009; entire bill S. 2882 - Taxpayer Responsibility, Accountability, and Consistency Act of 2009; provisions relating to independent contractors within the securities industry S. 2927 - Wall Street Fair Share Act; entire bill Administrations FY 2011 budget proposals relating to Auto IRA retirement savings initiatives, taxation of life insurance companies, international taxation, tax treatment of capital gains and dividends, independent contractor, estate tax, and Financial Crisis Responsibility Fee
Client expense: $630,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · first_quarter · Taxation/Internal Revenue Code
Foreign reinsurance taxation (H.R. 3424); issues related to IRC section 382 net operating loss carryback and issues related to catastrophe bonds (S. 651, H.R. 1586, and H.R. 4213). .
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
IRC section 245 and dividends received deduction for foreign corporation stock; IRC sections 871 and 881 (withholding tax treatment of interest paid to foreign persons); issues related to foreign account compliance (S. 651, H.R. 1586, and H.R. 4213); Bank Responsibility Fee.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 4154, Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act; H.R. 2748, Retirement Security Needs Lifetime Pay Act; H.R. 436, "Certain Estate Tax Relief Act"; H.R.1250, "Public Good IRA Rollover Act"; H.R.1960, "Permanent Death Tax Repeal Act"; H.R.1986, To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001; H.R.2023, Sensible Estate Tax Act; H.R.4126, Retirement Fairness Act; H.R. 2989 401(k) Fair Disclosure and Pension Security Act of 2009 H.R.498, Capital Gains and Estate Tax Relief Act; S. 2784, A bill to amend the Internal Revenue Code of 1986 to permanently extend the estate tax as in effect in 2009; S.1007, Excessive Pay Capped Deduction Act S.651, NQDC/Compensation Fairness Act,; S.722, Taxpayer Certainty and Relief Act; S.765, To amend the Internal Revenue Code of 1986; S.864, Public Good IRA Rollover Act;
Client expense: $610,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2010 · first_quarter · Taxation/Internal Revenue Code
Extension and expansion of alternative simplified research and development tax credit (H.R. 422, S.1203); Subpart F issues, including look-through treatment for controlled foreign corporations; international tax reform issues including foreign tax credit, expense disallowance; issues related to bearer bonds (S. 651, H.R. 1586, and H.R. 4213).
Client expense: Not reported · Firm income: $40,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
H.R. 1, The American Recovery and Reinvestment Act (economic stimulus bill), all provisions relating to deductibility of executive compensation. H.R. 1, The American Recovery and Reinvestment Act (economic stimulus bill), all provisions relating to deductibility of executive compensation. H.R. 384, TARP Reform and Accountability Act of 2009, all provisions relating to the taxation and design of executive compensation. H.R. 1586, all provisions relating to the taxation of compensation. S. 651, Compensation Fairness Act, all provisions relating to taxation of compensation All proposals to limit tax deductibility of executive compensation by corporations and limit the amount of compensation that can be deferred annually by individuals. Lincoln Amendment #F1 to The Americas Healthy Future Act (Section 6014 of the post-markup document), all provisions related to the taxation and tax deductibility of executive, employee and director remuneration. Proposed regulations issued by Treasury Department related to Troubled Asset Relief Program
Client expense: Not reported · Firm income: $470,000
Government targets: Employment Standards Administration, Executive Office of the President (EOP), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2010 · first_quarter · Financial Institutions/Investments/Securities
H.R. 302 (To require the Securities and Exchange Commission to reinstate the uptick rule on short sales of securities); H.R. 1260 (Patent Reform Act); H.R. 1020 (Arbitration Fairness Act of 2009); H.R. 1575 (End Government Reimbursement of Excessive Executive Disbursements (End GREED) Act); H.R. 1664 (To amend the executive compensation provisions of the Emergency Economic Stabilization Act of 2008 to prohibit unreasonable and excessive compensation and compensation not based on performance standards) (restrictions on compensation); H.R. 1669 (To require the Secretary of the Treasury to establish a market for municipal securities, to require cooperation between the Secretary and the Chairman of the Board of Governors of the Federal Reserve System in addressing the municipal securities market situation including through the establishment of municipal securities funding facilities, and for other purposes); H.R. 1731 (Credit Risk Retention Act); H.R. 1944 (Active Financing Rules); H.R. 2221 (Data Accountability and Trust Act); H.R. 2549 (The Municipal Bond Fairness Act); H.R. 2550 (The Municipal Advisers Regulation Act); H.R. 2551 (The Municipal Market Liquidity Enhancement Act of 2009); H.R. 2589 (The Municipal Bond Insurance Enhancement Act of 2009); H.R. 2847 (Hiring Incentives to Restore Employment Act); H.R. 2896 (Equal Treatments Of Covered Bonds Act of 2009); H.R. 3005 (National Institute of Finance Act of 2010); H.R. 3126 (Consumer Financial Protection Agency Act of 2009); H.R. 3145 (Credit Default Swap Prohibition Act of 2009); H.R. 3269 (Corporate and Financial Institution compensation Fairness Act of 2009); H.R. 3306 (to enhance Social Security account number privacy protections); H.R. 3310 (To reform the financial regulatory system of the United States); H.R. 3817 (Investor Protection Act of 2009); H.R. 3818 (Private Fund Investment Advisers Registration Act of 2009); H.R. 3890 (Accountability and Transparency in Rating Agencies Act); H.R. 4173 (Wall Street Reform and Consumer Protection Act of 2009); H.R. 4191 (Wall Street Fair Share Act); H.R. 4872 (THe Reconciliation Act of 2010); H.R. 4884 (U.S. Covered Bond Act of 2010); S. 139 (Data Breach Notification Act); S. 386 (Fraud Enforcement and Recovery Act); S. 515 (Patent Reform Act); S. 651 (Compensation Fairness Act of 2009); S. 773 (Cyber Security Act of 2009); S. 931 (Arbitration Fairness Act of 2009); S. 961 (Authorizing the Regulation of Swaps Act); S. 1490 (Personal Data Privacy and Security Act of 2009); S. 1551 (Liability for Aiding and Abetting Securities Violations of 2009); S. 1682 (to provide the CFTC with antimarket manipulation authority); S. 2886 (Bank Integrity Act of 2009) (Glass-Steagall Repeal); S. 2927 (Wall Street Fair Share Act); Restoring American Financial Stability Act of 2010: Title I (Financial Stability); Title II (Resolution Authority); Title IX ( Asset-Backed Securitization); Title X (Broker-Dealer Standard of Care); Title IX (FED Lending and Fiscal Policy Functions); Resolution Authority for Systemically Significant Financial Companies Act of 2009; Systemic Risk Regulation; Troubled Asset Backed Securities Loan Facility (H-1B); State Regulation of Credit Default Swaps as Insurance; PPIP Investor and Asset Manager Requirements; China - strategic and economic dialog; Market Structure Issues (dark pools, flash quotes, high frequency trading); Transatlantic Economic Council (Trade Issues); Preservation of independent contractor status for financial services sector; Bilateral Investment Treaties, India; Asian Pacific Economic Council Privacy Issues; Transpacific Partnership; European Union proposal regarding Credit Default Swaps and Credit Rating Agencies and their impact on US Markets; EU Alternative Investment Fund Managers Proposal (AIFM); G-20 (Issues related to the November 15, 2008 "Washington Action Plan"); Government Sponsored Enterprises Reform; Regulatory Capital Requirements.
Client expense: $1,390,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2010 · first_quarter · Consumer Issues/Safety/Products
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Energy/Nuclear
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Taxation/Internal Revenue Code
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Budget/Appropriations
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2010 · first_quarter · Environment/Superfund
International tax issues, including deferral reform; Battery electric vehicle issues, including tax incentives and other programs to promote these vehicles and components; H.R. 1, American Recovery and Reinvestment Act of 2009, Division A Titles IV-V, Division B Sec. 1123; S.1462, American Clean Energy Leadership Act; H.R. 2454, American Clean Energy and Security Act of 2009 - Title I, Clean Energy, H.R. 3200, America's Affordable Health Choices Act of 2009; S.1679 The Affordable Health Choices Act; S. 1796, America's Healthy Future Act; S.1733, Clean Energy Jobs and American Power Act; H.R. 3246, Advanced Vehicle Technology Act; H.R. 4399, American Electric Vehicle Manufacturing Act; S.651, Compensation Fairness Act of 2009; H.R. 4213, Tax Extenders of 2009, American Workers, State, and Business Relief Act of 2010; S.2854, Sec.2 to extend alternative fuel vehicle refueling property credit.
Client expense: Not reported · Firm income: $40,000
Government targets: Energy, Dept of, HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of