ABLE Act of 2013

ABLE Act (S313 and HR647 from 113th Congress) implementation issues with stakeholders.

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

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

H.R. 1179/S 569 Improving Access to Medicare Coverage Act of 2013 (observation stay) H.R. 713/S 367 Medicare Access to Rehabilitative Services Act of 2013 (all sections) H.R. 4994/S 2553 Improving Medicare Post Acute Transformation Act of 2014 (all sections) H.R. 647/S 313 Achieving a Better Life Experience Act of 2013 (all sections) S 1871 Medicare Payment for Therapy Services SGR Repeal and Medicare Provider Payment Modernization Act of 2014, Title II, Section 202 H.R. 5110 SAVE Medicare Home Health Act of 2014 (all sections) H.R. 3245 Medicare Home Health Fraud Reduction Act (all sections) H.R. 5780 Protecting the Integrity of the Medicare Act of 2014, Sec 15 Modification of Medicare Home Health Surety Bond Condition of Participation Requirement H.R. 2 Medicare Access and CHIP Reauthorization Act of 2015 (all sections) H.R. 1458 BACPAC of 2015 (all sections) H.R. 1250/S 1211 A bill to amend title XVIII of the Social Security Act to provide that payment under the Medicare program to a long-term care hospital for inpatient services shall not be made at the applicable site neutral payment rate for certain discharges involving severe wounds, and for other purposes (all sections) H.R. 2208 Hospice CARE (all sections) H.R. 6 21st Century Cures Act H.R. 2196/S 971 Medicare Independence at Home Medical Practice Demonstration Improvement Act of 2015 (all sections) H.R. 441/S 202 To provide for a technical change to the Medicare long-term care hsopital moratorium exception (all sections) S 1549 Care Planning Act of 2015 (all sections) Other Issues Related to Post-Acute Care Policy

Client expense: $412,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), SENATE

ABLE Act (S313 and HR647 from 113th Congress) implementation issues with stakeholders.

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

Government targets: Executive Office of the President (EOP), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

HR 1179/S 569 Improving Access to Medicare Coverage Act of 2013 (observation stay) HR 713/S 367 Medicare Access to Rehabilitative Services Act of 2013 (all sections) HR 4994/S2553 Improving Medicare Post Acute Transformation Act of 2014 (all sections) HR 647/S 313 Achieving a Better Life Experience Act of 2013 (all sections) S1871 Medicare Payment for Therapy Services SGR Repeal and Medicare Provider Payment Modernization Act of 2014, Ttile II, Section 202 HR 5110 SAVE Medicare Home Health Act of 2014 (all sections) HR 3245 Medicare Home Health Fraud Reduction Act (all sections) Other Issues Related to Post-Acute Care Policy HR 5780 Protecting the Integrity of the Medicare Act of 2014, Sec 15 Modification of Medicare Home Health Surety Bond Condition of Participation Requirement HR2 Medicare Access and CHIP Reauthorization Act of 2015 (all sections) HR1458 BACPAC of 2015 (all sections)

Client expense: $630,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), SENATE

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Achieving a Better Life Experience (ABLE) Act (H.R. 647/S. 313)

Client expense: $38,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRC sec. 529 H.R. 529, Savings Enhancement for Education and College Act, technical changes to IRC sec. 529 HR 4333; ABLE Act - H.R. 647; S. 313 and tax exempt financing issues. Issues related to taxation of municipal bonds; Tax Reform Act of 2014. H.R. 5771.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

Signed on to a letter to President Obama urging him to address in his 2016 budget proposal the impending cuts to Social Security Disability Insurance benefits due to the projected depletion of the reserve funds. Supported the CHAMPVA Childrens Protection Act (H.R. 288/S. 325). This legislation increases from 23 to 26 the maximum age of eligibility for certain dependent children of veterans for medical care under CHAMPVA (the Civilian Health and Medical Program of the Department of Veterans Affairs). Discussed improvements to HR 4090, the Social Security Fraud and Error Prevention Act of 2014 and HR 5260, the Stop Disability Fraud Act of 2014. Supports providing improved guidance around notification on Medicare eligibility to individuals not yet collecting Social Security benefits. Supports Achieving a Better Life Experience Act of 2014, HR 647/S. 313. Continue to advocate for improvements to the law.

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

Government targets: Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA), White House Office

P.L. 111-375 National Alzheimer's Project Act, All sections S709/HR1507 Health Outcomes, Planning and Education for Alzheimer's Act, All sections S.1119 Positive Aging Act of 2013, All Sections S.1028 Older American's Act Amendments of 2013 S.219/H.R.4351 - Alzheimer's Accountability Act of 2014 P.L. 111-148/111-152 Patient Protection and Affordable Car Act - All Sections related to care coordination, transitional care, long term care services and supports access to affordable insurance, establishment of a national voluntary disability insurance program, provisions related to individuals with Alzheimer's disease and caregivers and provisions related to research including the Cures Acceleration Network. H.R. 2976 Missing Alzheimer's Disease Patient Alert Program Reauthorization All sections H.R. 2975 Alzheimer's Caregiver Support Act. All Sections S.1914 National Silver Alert Act of 2013 H. Res. 396 - A resolution supporting the goals of the National Alzheimer's Disease Awareness month S.1365/H.R. 2827 Part D Beneficiary appeals S. Res. 301 - A resolution recognizing and supporting the goals and implementation of the national Alzheimer's Project Act and the National Plan to Address Alzheimer's Disease. S. Res 303 - A resolution declaring that achieving the primary goal of the National Plan to Address Alzheimer's Disease of the Department of Health and Human Services to prevent and effectively treat Alzheimer's disease by 2025 is an urgent national priority H.R. 3836/S. 1910 Pat Summitt Congressional Gold Medal Act H. Res. 489 - A resolution expressing the need to facilitate a robust response to the looming global crisis of Alzheimer's and other forms of dementia. H.R. 4484 - Strengthening Healthcare Options for Vulnerable Populations Act. H.R.4543 - PACE Pilot Act of 2014 H.R. 647/S.313 - ABLE Act H.R. 4145 - Elder Care Tax Credit Act H.R. 5633/S.5633 - In Home Caregiver Assessment Reources and Education Act H.R. 5024 - Social Security Caregiver Credit Act H.R. 5214 - Olson Registry Bill S.1562 Older Americans Act Reauthorization Act of 2013 21st Century Cures

Client expense: $136,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Natl Institutes of Health (NIH), SENATE, Veterans Affairs, Dept of (VA)

HHS-Administration for Community Living: Vikki Gottlich, Director of the Center for Policy and Evaluation - discussed rehabilitation/habilitation benefit as it relates to ACA qualified health plans. White House, Executive Office of the President: Christen Linke Young, Advisor, Domestic Policy Council - discussed rehabilitation/habilitation benefit as it relates to ACA qualified health plans. HR 647/S 313 - Achieving a Better Life Experience Act (ABLE Act): supported goal of legislation to amend tax treatment of ABLE accounts established for the care of family members with disabilities, but advocated against payfors utilized to offset the legislation.

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

Government targets: HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), White House Office

S. 313, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. S. 1760, "The Fair Playing Field Act of 2013". H.R. 647, Achieving a Better Life Experience Act - creates a new tax favored account for qualified disability expenses. Financial Product Tax Reform discussion draft released by House Ways & Means Committee. Various proposals regarding tax reform reviewed by the Senate Finance and House Ways and Means Committee in anticipation of tax reform. Various proposals regarding deficit reduction with respect to retirement security. Various proposals related to the president's plan for economic growth and deficit reduction as it relates to (1) the tax exempt status of municipal bond interest, applying the amount of the tax deductibility on municipal bonds at 28%, below the current top tax rates. No Bill Number - Treasury Department Explanation of the Administration's FY-2013 Budget Tax proposals to (1) modify the dividends received deduction for life insurance company's general investment and separate accounts; (2) reporting of sales of existing life insurance contracts with a death benefit of $1M or more; (3) interest expense disallowance for corporate-owned life insurance (COLI) policies; and (4) international tax reforms. General explanations of the Administration's FY-2012 Revenue Proposals, Department of Treasury, "Green Book". No Bill Number - Select Revenue Measures Subcommittee Hearing on the international tax reform discussion draft to solicit feedback on the details of the corporate rate cut and participation exemption (i.e., territorial) system in an effort to include as part of comprehensive tax reform (10/26/11). No Bill Number - A proposal relating to tax reform released by Chairman David Camp of the House Ways and Means Committee. The Bi-Partisan Budget Act of 2013 (Death Master File Provision).

Client expense: $1,010,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

ABLE Accounts Tax legislation (S. 313 and HR 647). Bill creates disability savings accounts for individuals with disabilities, including those with autism.

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

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

H.R. 1 (Tax Reform Legislation); H.R. 647 (ABLE Act of 2014); H.R. 684 (Marketplace Fairness Act); H.R. 789 (Build America Bonds Extension Act of 2013);H.R. 797 (Municipal Advisor Oversight Improvement Act of 2013); H.R. 798 (Workforce Investment Act of 2013); H.R. 880 (Wall Street Trading and Speculators Tax Act); H.R. 949 (Invest in American Jobs Act of 2013); H.R. 1579 (Inclusive Prosperity Act of 2013); H.R. 2788 (Mortgage Forgiveness Tax Relief Act); H.R. 2994 (Mortgage Forgiveness Tax Relief Act of 2013); H.R. 4429 (Permanent Active Financing Exception Act of 2014); H.R. 4464 (Permanent CFC Look-Through Act of 2014); H.R. 5771 (To amend the Internal Revenue Code of 1986 to extend certain expiring provisions and make technical corrections, to amend the Internal Revenue Code of 1986 to provide for the tax treatment of ABLE accounts established under State programs for the care of family members with disabilities, and for other purposes); S. 313 (ABLE Act of 2014); S. 336 (Marketplace Fairness Act); S. 410 (Wall Street Trading and Speculators Tax Act); S. 743 (Marketplace Fairness Act); S. 1187 (Mortgage Forgiveness Tax Relief Act); S. 1257 (Protect American Investments Act of 2013); S. 1706 (Fair Playing Field Act of 2013); S. 2260 (EXPIRE Act of 2014); Regulations implementing Internal Revenue Code Section 871(m); Dodd-Frank Wall Street Reform and Consumer Protection Act Implementation; U.S. and foreign Financial Transaction Tax Legislation Proposals; Tax issues related to standardization of credit default swaps and derivatives transactions; Extension of Active Financing Rules; Administration's Financial Crisis Responsibility Fee; Tax issues related to interest expense allocation; Tax treatment of capital gains and dividends; Tax classification of independent contractors; Taxation of cross-border equity swaps; Corporate tax reporting rules; Tax reporting requirements for foreign financial institutions on certain foreign accounts; Foreign Account Tax Compliance Act of 2010 (FATCA); Extension of the Alternative Minimum Tax, tax exemption for private activity bonds; Securities cost basis reporting regulations; International tax reform; United States individual and business taxation; Preservation of tax incentives for retirement plans; Tax extenders; Municipal Advisor Regulation; Cost-basis reporting regulations; Issues related to standardization of derivatives transactions; Tax Reform Act of 2014; Issues related to proposals to impose an asset tax on financial institutions; Issues related to proposals to limit the deductability of FDIC assessments; Preserving America's Transit and Highways ("PATH") Act; Tax characteristics of nominal negative interest payments; Income tax withholding with respect to I.R.C. 305(c) deemed dividends; Negative interest.

Client expense: $1,860,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, Ginnie Mae, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Credit Union Administration (NCUA), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of, U.S. Trade Representative (USTR)

Signed on to a letter to President Obama urging him to address in his 2016 budget proposal the impending cuts to Social Security Disability Insurance benefits due to the projected depletion of the reserve funds. Supported the CHAMPVA Childrens Protection Act (H.R. 288/S. 325). This legislation increases from 23 to 26 the maximum age of eligibility for certain dependent children of veterans for medical care under CHAMPVA (the Civilian Health and Medical Program of the Department of Veterans Affairs). Discussed improvements to HR 4090, the Social Security Fraud and Error Prevention Act of 2014 and HR 5260, the Stop Disability Fraud Act of 2014. Supports providing improved guidance around notification on Medicare eligibility to individuals not yet collecting Social Security benefits. Supports Achieving a Better Life Experience Act of 2014, HR 647/S. 313. Continue to advocate for improvements to the law.

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

Government targets: Defense, Dept of (DOD), Education, Dept of, Federal Communications Commission (FCC), Federal Emergency Management Agency (FEMA), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Natl Institutes of Health (NIH), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), Transportation, Dept of (DOT), Veterans Affairs, Dept of (VA), White House Office

H.R. 647/S. 313 - Achieving a Better Life Experience (ABLE) Act of 2013 (P.L. 113-295)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 4015, SGR Repeal and Medicare Provider Payment Modernization Act of 2014, all provisions S. 2000, SGR Repeal and Medicare Provider Payment Modernization Act of 2014, all provisions H.R. 1179, Improving Access to Medicare Coverage Act of 2013, all provisions S. 569, Improving Access to Medicare Coverage Act of 2013, all provisions H.R. 647, Achieving a Better Life Experience Act of 2014 (ABLE Act of 2014), provisions relating to Misvalued Codes S. 313, Achieving a Better Life Experience Act of 2013 (ABLE Act of 2013), provisions relating to Misvalued Codes H.R. 962, Medicare Diabetes Prevention Act of 2013, all provisions S. 452, Medicare Diabetes Prevention Act of 2013, all provisions H.R. 4282, Creating Access to Residency Education Act of 2014, all provisions H.R. 4843, Native Contract and Rate Expenditure Act of 2014 (Native CARE Act of 2014), all provisions H.R. 5481, To continue the use of a 3-month quarter EHR reporting period for health care providers to demonstrate meaningful use for 2015 under the Medicare and Medicaid EHR incentive payment programs, and for other purposes, all provisions H.R. 4998, Medicare Advantage Participant Bill of Rights Act of 2014, all provisions S. 2552, Medicare Advantage Participant Bill of Rights Act of 2014, all provisions H.R. 1180, Resident Physician Shortage Reduction Act of 2013, all provisions S. 577, Resident Physician Shortage Reduction Act of 2013, all provisions S. 1180, Medicare Data Access for Transparency and Accountability Act, all provisions S. 2501, Hospital Readmissions Program Accuracy and Accountability Act of 2014, all provisions H.R. 5723, Ensuring Access to Primary Care for Women & Children Act, all provisions S. 2694, Ensuring Access to Primary Care for Women & Children Act, all provisions H.R. 5780, Protecting the Integrity of Medicare Act (PIMA) of 2014, all provisions H.R. 4302, Protecting Access to Medicare Act of 2014, provisions relating to coding and pricing issues Medicare program: SGR Repeal Medicare program: Independent Payment Advisory Board (IPAB) Repeal Medicare program: Medicare Patient Empowerment Act Medicare program: Graduate Medical Education Medicare program: ICD-10 Repeal Medicare program: Overlapping Medicare incentive programs Medicare program: HIPAA including ICD-10 Medicare program: Electronic Health Records (EHR) - Meaningful Use Medicare program: EHR Certification Medicare program: Physician Quality Reporting System (PQRS) Medicare program: Laboratory Developed Tests Medicare program: Alternative Payment Models/quality performance measures Medicare program: Physician payment and delivery reform issues Medicare program: Hospital short stay Medicare program: Medicare funding for quality measure development Medicare program: Value-Based Modifiers Medicare program: Global Surgical Codes Medicare program: In-Office Ancillary Services Exception Medicare program: RUC - Misvalued and Care Coordination Codes Medicare program: Diabetes Medicare program: Recovery Audit Contractors Medicare program: Program Integrity - Meaningful Use Audits Medicare program: Program Integrity - Modifiers Medicare program: Program Integrity - Electronic Health Records Medicare and Medicaid programs: Coverage of lung cancer screening for high-risk patients

Client expense: $4,390,000 · Firm income: Not reported

Government targets: Centers For Disease Control & Prevention (CDC), Centers For Medicare and Medicaid Services (CMS), Federal Trade Commission (FTC), Food & Drug Administration (FDA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Justice, Dept of (DOJ), Medicare Payment Advisory Commission (MedPAC), Office of Management & Budget (OMB), Office of Natl Drug Control Policy (NDCP), SENATE, Substance Abuse & Mental Health Services Administration (SAMHSA), Veterans Affairs, Dept of (VA), White House Office

H.R. 647, Achieving a Better Life Experience (ABLE) Act of 2014, all provisions S. 313, Achieving a Better Life Experience (ABLE) Act of 2014, all provisions

Client expense: $590,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Natl Security Council (NSC), Office of Management & Budget (OMB), SENATE, State, Dept of (DOS), U.S. Agency for International Development (USAID)

H.R. 647 - Achieving a Better Life Experience (ABLE) Act; entire bill H.R. 837 - Savings for American Families' Future Act of 2013; entire bill H.R. 2117 - the Retirement Plan Simplification and Enhancement Act; entire bill H.R. 2171 - The Lifetime Income Disclosure Act; entire bill H.R. 4619 - Permanent IRA Charitable Contribution Act of 2014; entire bill H.R.5021 - Highway and Transportation Funding Act of 2014; provisions relating to IRAs H.R. 5875 - Small Businesses Add Value for Employees (SAVE) Act of 2014; entire bill S. 313 - Achieving a Better Life Experience (ABLE) Act; entire bill S. 606 - Shrinking Emergency Account Losses (SEAL) Act; entire bill S. 1145 - Lifetime Income Disclosure Act; entire bill S. 1270 - SAFE Retirement Act of 2013; entire bill S. 1772 - Public Good IRA Roll-over Act of 2013; entire bill S. 1970 - Retirement Security Act; entire bill S. 1979 - Universal, Secure, and Adaptable (USA) Retirement Funds Act; entire bill S. 2260 - EXPIRE Act of 2014; provisions relating to extension of qualified charitable distributions from retirement accounts Preserving Americas Transit and Highways Act of 2014, a bill to amend the Internal Revenue Code of 1986 to provide for the extension of highway fund expenditures, to provide revenues for highway programs, and for other purposes; provisions relating to inherited IRAs Importance of existing tax incentives for retirement security and potential negative implications of potential tax reform proposals or use of retirement savings as an offset in any budget agreement in terms of reducing qualified plan and annuities coverage (both qualified and nonqualified) Potential SEC and DoL regulatory activity revising securities and ERISA rules governing fiduciary standards for the provisions of investment advice/financial education services, potential implications on qualified accounts (both 401(k)s and IRAs) and nonqualified long-term savings, small business coverage, and importance of coordinated and workable rules. Inclusion of qualified plan charitable distribution rule in the Senate Finance Committee extender package

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.647 - Achieving a Better Life Experience (ABLE) Act of 2014 S.313 - Achieving a Better Life Experience (ABLE) Act of 2014

Client expense: $228,645 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.351 - Protecting Seniors' Access to Medicare Act of 2013 H.R.574 - Medicare Physician Payment Innovation Act of 2013 H.R.647 - Achieving a Better Life Experience (ABLE) Act of 2014 H.R.1179 - Improving Access to Medicare Coverage Act of 2013 H.R.1250 - Medicare Audit Improvement Act 2013 H.R.1487 - Improved Health Care Lower Cost Act of 2013 H.R.1838 - Enhanced Access to Medicaid Services H.R.2810 - Medicare Patient Access and Quality Improvement Act of 2013 H.R.3144 - Fairness for Beneficiaries Act of 2013 H.R.4015 - SGR Repeal and Medicare Provider Payment Modernization Act of 2014 H.R.5460 - Medicare Ambulance Access, Fraud Prevention and Reform Act of 2014 S.313 - Achieving a Better Life Experience (ABLE) Act of 2014 S.351 - Protecting Seniors' Access to Medicare Act of 2013 S.569 - Improving Access to Medicare Coverage Act of 2013 S.755 - Enhanced Access to Medicaid Services S.1012 - Medicare Audit Improvement Act 2013 S.1871 - SGR Repeal and Medicare Beneficiary Access of 2013 S.2110 - Medicare SGR Repeal and Beneficiary Access Improvement Act of 2014 S.2157 - Commonsense Medicare SGR Repeal and Beneficiary Access Improvement Act of 2014 S.2240 - Medicare Choices Empowerment and Protection Act S.2501 - Hospital Readmission Accuracy and Accountability Act

Client expense: $228,645 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.36 - Health Care Safety Net Enhancement Act of 2013 H.R.235 - Veteran Emergency Medical Technician Support Act of 2013 H.R.351 - Protecting Seniors' Access to Medicare Act of 2013 H.R.574 - Medicare Physician Payment Innovation Act of 2013 H.R.647 - Achieving a Better Life Experience (ABLE) Act of 2014 H.R.809 - Field EMS Quality, Innovation, and Cost Effectiveness Improvements Act of 2013 H.R.1098 - Traumatic Brain Injury Reauthorization Act of 2013 H.R.1201 - Training Tomorrow's Doctors Today Act H.R.1263 - Excellence in Mental Health Act H.R.1179 - Improving Access to Medicare Coverage Act of 2013 H.R.1180 - Resident Physician Shortage Reduction Act of 2013 H.R.1487 - Improved Health Care Lower Cost Act of 2013 H.R.1838 - Enhanced Access to Medicaid Services H.R.2186 - Verifying Authority and Legality In Drug Compounding Act of 2013 H.R.2900 - Offering Patients True Individualized Options Now (Option Act of 2013) H.R.2300 - Empowering Patients First Act of 2013 H.R.2810 - Medicare Patient Access and Quality Improvement Act of 2013 H.R.3392 - Patient Safety and Drug Abuse Prevention Act H.R.3528 - National All Schedules Prescription Electronic Reporting Reauthorization Act of 2013 H.R.3548 - Improving Trauma Care Act of 2013 H.R.3717 - Helping Families in Mental Health Crisis Act of 2013 H.R.4015 - SGR Repeal and Medicare Provider Payment Modernization Act of 2014 H.R.4080 - Trauma Systems and Regionalization of Emergency Care Reauthorization Act H.R.4106 - Saving Lives, Saving Costs Act H.R.4169 - Stop Overdose Stat Act H.R.4574 - Strengthening Mental Health in Our Communities Act of 2014 H.R.5460 - Medicare Ambulance Access, Fraud Prevention and Reform Act of 2014 S.44 - Medical Care Access Protection (MCAP) Act of 2013 S.264 - Excellence in Mental Health Act S.265 - Community-Based Mental Health Infrastructure Improvements Act S.313 - Achieving a Better Life Experience (ABLE) Act of 2014 S.328 - Strengthening Rural Access to Emergency Services Act S.351 - Protecting Seniors' Access to Medicare Act of 2013 S.569 - Improving Access to Medicare Coverage Act of 2013 S.577 - Resident Physician Shortage Reduction Act of 2013 S.755 - Enhanced Access to Medicaid Services S.961 - Health Care Safety Net Enhancement Act of 2013 S.1871 - SGR Repeal and Medicare Beneficiary Access of 2013 S.2110 - Medicare SGR Repeal and Beneficiary Access Improvement Act of 2014 S.2157 - Commonsense Medicare SGR Repeal and Beneficiary Access Improvement Act of 2014 S.2240 - Medicare Choices Empowerment and Protection Act S.2400 - Field EMS Innovation Act S.2405 - Trauma Systems and Regionalization of Emergency Care Reauthorization Act S.2406 - Improving Trauma Care Act of 2014 S.2501 - Hospital Readmission Accuracy and Accountability Act S.2539 - Traumatic Brain Injury Reauthorization Act of 2014 S.2755 - Overdose Prevention Act

Client expense: $228,645 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Comprehensive Taxation reform - No bill attached.H.CON.RES.96: Sets forth the Congressional budget for the federal government for FY2014, including the appropriate budgetary levels for FY2015 - FY2023. Tax implication for retirement and life insurance products. H.R. 83, the "Consolidated and Further Continuing Appropriations Act, 2015," which provides fiscal year 2015 full-year appropriations through September 30, 2015 for all agencies except the Department of Homeland Security, for which appropriations are provided instead through February 27, 2015. Tax implication for retirement and life insurance products. H.R. 2720 prevent identity theft and tax fraud by ending the required publication of the DMF list. H.R. 4429: Permanent Active Financing Exception Act of 2014 - Amends the Internal Revenue Code to make permanent the subpart F foreign personal holding company income exemption for income that is derived in the active conduct of a banking, financing, or similar business, as a securities dealer, or in the conduct of an insurance business. H.R. 4464: Permanent CFC Look-Through Act of 2014 - Amends the Internal Revenue Code to make permanent the tax rule exempting dividends, interest, rents, and royalties received or accrued from certain controlled foreign corporations by a related entity from treatment as foreign holding company income (thus permitting tax deferral of such income). H.R.5771 - To amend the Internal Revenue Code of 1986 to extend certain expiring provisions and make technical corrections, to amend the Internal Revenue Code of 1986 to provide for the tax treatment of ABLE accounts established under State programs for the care of family members with disabilities, and for other purposes. Tax implication for retirement and life insurance products. S. 676 prevent identity theft and tax fraud by ending the required publication of the DMF list. S. 2260: Expiring Provisions Improvement, Reform, and Efficiency Act of 2014 or the EXPIRE Act of 2014 - Amends the Internal Revenue Code to extend through 2015 expiring tax provisions pertaining to individual and business taxpayers and the energy sector. HR 647/S 313: Achieving a Better Life Experience Act of 2013 or the ABLE Act of 2013 - Amends the Internal Revenue Code to establish tax-exempt ABLE accounts to assist an individual with a disability in building an account to pay for qualified disability expenses. No. bill #: The Preserving Americas Transit and Highways Act-Tax implication for retirement and life insurance products. H.R.5021: Highway and Transportation Funding Act of 2014: Tax implication for retirement and life insurance products

Client expense: $430,000 · Firm income: Not reported

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

H.R.647 and S.313, Achieving a Better Life Experience Act of 2013

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

Government targets: Defense, Dept of (DOD), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army; Inland Waterways Capital Investment Act. P.L. 113-121, H.R. 3080, S. 601, Water Resources Reform and Development Act of 2014 Implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act: enactment of inland waterways Capital Development Plan. S. 407 Reinvesting in Vital Economic Rivers and Waterways Act, enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313 - ABLE Act of 2013, Inland Waterway Diesel Fuel Tax. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterways diesel fuel tax.

Client expense: $238,430 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army; Inland Waterways Capital Investment Act. P.L. 113-121, H.R. 3080, S. 601, Water Resources Reform and Development Act of 2014 Implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act: enactment of inland waterways Capital Development Plan. S. 407 Reinvesting in Vital Economic Rivers and Waterways Act, enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313 - ABLE Act of 2013, Inland Waterway Diesel Fuel Tax. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterways diesel fuel tax.

Client expense: $238,430 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

H.R. 1149, Waterways Are Vital for Economy, Energy, Efficiency and Environment (WAVE 4); including tax provisions. S. 407 Reinvesting in Vital Economic Rivers and Waterways Act. P.L. 113-121, H.R. 3080, Water Resources Reform and Development Act, including tax amendments. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313 - ABLE Act of 2013, Inland Waterway Diesel Fuel Tax. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterways diesel fuel tax.

Client expense: $238,430 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army; Inland Waterways Capital Investment Act. P.L. 113-121, H.R. 3080, S. 601, Water Resources Reform and Development Act of 2014 Implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act: enactment of inland waterways Capital Development Plan. S. 407 Reinvesting in Vital Economic Rivers and Waterways Act, enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313 - ABLE Act of 2013, Inland Waterway Diesel Fuel Tax. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterways diesel fuel tax.

Client expense: $238,430 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

S. 313, ABLE Act of 2013 H.R. 647, ABLE Act of 2013

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Advocated for the passage of H.R. 647, ABLE Act of 2013 and S. 313, ABLE Act of 2013

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 313 - ABLE Act of 2013 (Casey) S. 606 - Shrinking Emergency Account Losses Act (Nelson) S. 2261 - Tax Technical Corrections Act of 2014 (Wyden) H.R. 647 - ABLE Act of 2013 (Crenshaw) H.R. 5528 - Tax Technical Corrections Act of 2014 (Camp) H.R. 5771 - Tax Increase Prevention Act of 2014 (Camp) H.R. 5806 - Supporting America's Charities Act (Camp) Tax Reform Stretch IRAs Annual Contribution Limits for Retirement Plans International Regulated Investment Companies Tax-Exemption for Municipal Bonds Financial Transaction Tax

Client expense: $1,130,086 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Administration Proposed FY 2015 Budget MyRA proposal Cap on retirement savings Tax Incentives - limitation on itemized deductions and exclusions affecting retirement savings Defined Benefit Plan Issues Pension funding stabilization Mortality Tables De-Risking methods Preserving Americas Transit and Highways Act (PATH) of 2014 - pension funding stabilization (Senate Consolidated and Further Continuing Appropriations Act, 2015 - H.R. 83/Public Law No: 113-235, pension provisions Highway and Transportation Funding Act - H.R. 5021 (House) PBGC premiums A bill to clarify the definition of substantial cessation of operations under ERISA Section 4062 (e) - S. 2511 Retirement Security Preservation Act, non-discrimination provisions - S. 2855/H.R. 5381 Late retirement actuarial equivalence Pension Protection Act definition of liquidity shortfall Tax Increase Prevention Act, employee benefit plan provisions - H.R. 5771/ Public Law No: 113-295 (tax extenders; Achieving a Better Life Experience (ABLE) Act of 2013 - S. 313/H.R. 647) Defined contribution plan issues Automatic enrollment, automatic escalation Plan fees; Brokerage windows Investment advice to retirement plan participants, DOL definition of fiduciary Roth 401(k)s and Roth IRAs Electronic disclosure of retirement plan information, fees and distribution notices to participants Secure Annuities for Employee (SAFE) Retirement Act of 2013 - S. 1270 Retirement Plan Simplification And Enhancement Act of 2013 - H.R. 2117 Lifetime Income Disclosure Act - S. 1145/H.R. 2171 Retirement Security Act of 2014 - S. 1970/H.R. 4376 The Universal, Secure, and Adaptable (USA) Retirement Funds Act - S. 1979 21st Century Worker Tax Cut Act - S. 2162 - 162 m, (executive compensation) Tax Reform - employer-sponsored retirement plans Tax Reform Act of 2014 - H.R. 1 Comprehensive Tax Reform for 2015 and Beyond - Republican Staff, Committee on Finance, United States Senate Other Issues Hybrid retirement plans -Treasury Department finalization of proposed regulations & legislation Executive compensation - pay for performance, timing of taxation, substantial risk of forfeiture, Internal Revenue Code Sec. 409A, sec. 953(b) of Dodd-Frank (pay ratio provision) Derivatives issues (Dodd-Frank impact on retirement plan investments) Financial Accounting Standards Board (FASB) accounting rules for pensions and other post-employment benefits Foreign Account Taxpayer Compliance Act (FATCA) - exemption for foreign retirement plans Puerto Rico retirement plan regulation Regulation of Money Market Funds Multiemployer pension plan issues ESOP dividend deduction Disability plan automatic enrollment Inherited retirement plans including IRAs and tax treatment Defense of Marriage Act (DOMA), U.S. Supreme Court case - regulatory implementation issues related to retirement plan administration Retirement plan access proposals

Client expense: $206,293 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Commodity Futures Trading Commission (CFTC), Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Passage of the Achieving a Better Life Experience Act, S. 313, H.R. 647.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Improvements to Title II and Title XVI for people with disabilities. Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with person with disabilities. Solvency of the Social Security Trust funds. Disability claims processing. Protecting and Preserving Social Security Act, S. 308, H.R. 649. Strengthening Social Security Act, S. 567, H.R. 3118. Change in SSA Field Office operations. SSI Restoration Act, S. 2089. Amendments to the Achieving a Better Life Experience Act (ABLE Act; S. 313/H.R. 647) related to Social Security and Supplemental Security Income.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Medicaid Managed Care. Preservation of Medicaid as an entitlement program and avoiding cuts. Preservation of Medicare. Passage of the Achieving a Better Life Experience Act legislation, H.R. 647, S. 313. Implementation of the Affordable Care Act, P.L. 111-148 and P.L. 111-192, including Medicaid Health and Long Term Services and Supports provisions. Quality measures for long term services and supports in Medicaid Managed Care and payment alignment initiatives for beneficiaries of both Medicare and Medicaid. HCBS Settings Expressing concerns about Medicare Coverage Policies for hearing implants and speech generating devices. Interstate Medicaid Portability.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Opposition to delegation of user fee authority to Secretary of the Army (Inland Waterways Capital Investment Act.) P.L. 113-121, H.R. 3080, Water Resources Reform and Development Act, implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act of 2013: enactment of inland waterways Capital Development Plan. S. 407, Reinvesting in Vital Economic Rivers and Waterways Act of 2013: enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313, ABLE Act of 2013, inland waterway diesel fuel tax. P.L. 113-235, H.R. 83, Consolidated and Further Continuing Appropriations, 2015: funding for inland waterway systems and ports. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterway diesel fuel tax.

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

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army (Inland Waterways Capital Investment Act.) P.L. 113-121, H.R. 3080, Water Resources Reform and Development Act, implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act of 2013: enactment of inland waterways Capital Development Plan. S. 407, Reinvesting in Vital Economic Rivers and Waterways Act of 2013: enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313, ABLE Act of 2013, inland waterway diesel fuel tax. P.L. 113-235, H.R. 83, Consolidated and Further Continuing Appropriations, 2015: funding for inland waterway systems and ports. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterway diesel fuel tax.

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

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army (Inland Waterways Capital Investment Act.) P.L. 113-121, H.R. 3080, Water Resources Reform and Development Act, implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act of 2013: enactment of inland waterways Capital Development Plan. S. 407, Reinvesting in Vital Economic Rivers and Waterways Act of 2013: enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313, ABLE Act of 2013, inland waterway diesel fuel tax. P.L. 113-235, H.R. 83, Consolidated and Further Continuing Appropriations, 2015: funding for inland waterway systems and ports. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterway diesel fuel tax.

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

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Opposition to delegation of user fee authority to Secretary of the Army (Inland Waterways Capital Investment Act.) P.L. 113-121, H.R. 3080, Water Resources Reform and Development Act, implementation of Title II and other provisions affecting inland navigation. H.R. 1149, Waterways Are Vital for the Economy, Energy, Efficiency, and Environment Act of 2013: enactment of inland waterways Capital Development Plan. S. 407, Reinvesting in Vital Economic Rivers and Waterways Act of 2013: enactment of inland waterways Capital Development Plan. H.R. 4923, S.___, Energy and Water Development and Related Agencies Appropriations Act, 2015: funding for inland waterway system and ports. H.J. Res. 124, Continuing Appropriations, 2015: funding for inland waterway system and ports. H.R. 3474, tax extenders legislation: inland waterway diesel fuel tax. H.R. 647, S. 313, ABLE Act of 2013, inland waterway diesel fuel tax. P.L. 113-235, H.R. 83, Consolidated and Further Continuing Appropriations, 2015: funding for inland waterway systems and ports. P.L. 113-295, H.R. 5771, Tax increase Prevention Act of 2014: inland waterway diesel fuel tax.

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

Government targets: Army, Dept of (Corps of Engineers), HOUSE OF REPRESENTATIVES, SENATE

Capital gains and dividend tax rates as they relate to mutual funds Issues related to extending permanently the registered investment company flow-through provisions of Code section 871(k) Issues related to tax incentives for retirement savings Domestic security or financial transaction tax proposals, including H.R. 880 and S. 410 (Wall Street Trading and Speculators Tax Act) and H.R. 1579 (Inclusive Prosperity Act of 2013) Proposals to protect securities transactions in the U.S. from enforcement of certain excise taxes imposed by any foreign government (imposition of foreign financial transaction tax in the U.S.), including S. 1257 and H.R. 2546 (Protect American Investments Act of 2013) Issues related to limitations on exclusion of municipal bond interest Issues related to fundamental tax reform Issues related to savings Issues related to taxation of derivatives Issues related to basis reporting for stock, bond and money market funds Issues related to commodity related investments Issues related to 529 college savings plans; encourage retention of their tax incentives Issues related to the design and function of the ABLE Act (S.313 and H.R.647) Issues related to development of the 401(Kids) Education Savings Account Act proposal General tax issues related to mutual funds

Client expense: $770,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Passage of the Achieving a Better Life Experience Act, S. 313, H.R. 647.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Medicaid Managed Care. Preservation of Medicaid as an entitlement program and avoiding cuts. Preservation of Medicare. Passage of the Achieving a Better Life Experience Act legislation, H.R. 647, S. 313. Implementation of the Affordable Care Act, P.L. 111-148 and P.L. 111-192, including Medicaid Health and Long Term Services and Supports provisions. Quality measures for long term services and supports in Medicaid Managed Care and payment alignment initiatives for beneficiaries of both Medicare and Medicaid. HCBS Settings Expressing concerns about Medicare Coverage Policies for hearing implants and speech generating devices. Interstate Medicaid Portability.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Improvements to Title II and Title XVI for people with disabilities. Issues regarding the future of disability policy. Supplemental Security Income program issues, provisions dealing with persons with disabilities. Social Security Disability program issues, provisions dealing with person with disabilities. Solvency of the Social Security Trust funds. Disability claims processing. Protecting and Preserving Social Security Act, S. 308, H.R. 649. Strengthening Social Security Act, S. 567, H.R. 3118. Change in SSA Field Office operations. SSI Restoration Act, S. 2089. Amendments to the Achieving a Better Life Experience Act (ABLE Act; S. 313/H.R. 647) related to Social Security and Supplemental Security Income.

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Education, Dept of, Equal Employment Opportunity Commission (EEOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Social Security Administration (SSA), State, Dept of (DOS), White House Office

Regulation and Accountability of Nonprofits; PL 111-192: Preservation of Access to Care for Medicare Beneficiaries & Pension Relief Act of 2009; PL 112-25: Budget Control Act of 2011; S 313/HR 647: ABLE Act of 2013; PL 112-96: Middle Class Tax Relief & Job Creation Act; HR 3474: Work Opportunity Tax Credit (WOTC); and HR 5771: Tax Increase Prevention Act.

Client expense: $74,594 · Firm income: Not reported

Government targets: Administration for Children & Families (ACF), Defense, Dept of (DOD), Education, Dept of, Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Council on Disability, SENATE, Transportation, Dept of (DOT), U.S. Architectural & Transportation Barriers Compliance Board (ACCESS), Veterans Affairs, Dept of (VA), White House Office