Protecting Taxpayers Act

Internal Revenue Code Section 174, Tax treatment of research & experimentation expenditures. H.R. 1393, S. 540, Mobile Workforce State Income Tax Simplification Act of 2017, to limit the authority of States to tax certain income of employees for employment duties performed in other States. Transfer pricing, treaty, foreign tax credit, international tax, and foreign tax issues. Subtitle D of HR 1, Tax Cuts and Jobs Act (including Internal Revenue Code Sections 250 and 951A). H.R. 3220, the Preserving Taxpayers' Rights Act. H.R. 5444, the Taxpayer First Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayer First Act of 2018. H.R. 7227, Taxpayer First Act of 2018. H.R 88 House Amendment to Senate Amendment re: Retirement, Savings, and Other Tax Relief Act of 2018 and the Taxpayer First Act of 2018.

Client expense: $2,340,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Defense, Dept of (DOD), Education, Dept of, Energy, Dept of, Environmental Protection Agency (EPA), Executive Office of the President (EOP), Federal Communications Commission (FCC), Federal Trade Commission (FTC), General Services Administration (GSA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Science Foundation (NSF), Natl Security Council (NSC), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), Patent & Trademark Office (PTO), SENATE, State, Dept of (DOS), Treasury, Dept of, U.S. Copyright Office, U.S. Trade Representative (USTR), White House Office

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act H.R. 7227: Taxpayer First Act of 2018 H.R. 88: Retirement Savings and Other Tax Relief Act of 2018 S.3278 Protecting Taxpayers Act S.3246 Taxpayers First S. 3781: Retirement Security and Savings Act of 2018

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 5444, S. 3246, S. 3278 - IRS restructuring legislation

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax reform, H.R. 7227 & S.3246, Taxpayer First Act, and S. 3278, Protecting Taxpayers Act.

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

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

Marketplace fairness and other issues relating to taxation of remote commerce and nexus issues; H.R. 7184 - No Retroactive Online Taxation Act of 2018; H.R. 1393 - Mobile Workforce State Income Tax Simplification Act of 2017; H.R. 2193 - The Remote Transaction Parity Act; S. 976 - The Marketplace Fairness Act; H.R. 2887 - No Regulation Without Representation; H.R. 3220 - Preserving Taxpayers Rights Act; Tax Cuts and Jobs Act (P.L. 115-97); IRS Notices 2018-07, 2018-13, 2018-26 and IRS Revenue Procedure 2018-17: Repatriation Tax Calculation; IRS Notice 2018-23 - Transitional Guidance on Deductibility of Settlement Payments; H.R. 5444 - The Taxpayer First Act; S. 3246 - Taxpayer First Act of 2018; S. 3278 - Protecting Taxpayers Act; Proposed Sec. 965 Transition Tax Regulations (REG - 104220 - 18); Proposed Sec. 168(K) Expensing Regulations (REG - 104397 - 18); H.R. 6760 - Protecting Family and Small Business Tax Cuts Act of 2018; Proposed Global Intangible Low-Taxed Income Regulations (REG - 104390 - 18); Proposed Removal of Section 385 Documentation Regulations (REG - 130244 - 17); H.R. 6824 - Online Sales Simplicity and Small Business Relief Act of 2018; House Amendment to the Senate Amendment to H.R. 88 - Retirement, Savings, and Other Tax Relief Act of 2018; Proposed Foreign Tax Credit Regulations (REG - 10560048); Proposed Base Erosion and Anti-Abuse Tax (BEAT) Regulation (REG - 104259 - 18).

Client expense: $710,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Federal Communications Commission (FCC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Institute of Standards & Technology (NIST), Natl Labor Relations Board (NLRB), Natl Telecommunications & Information Administration (NTIA), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Immigration & Customs Enforcement (ICE), U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

Issues related to IRS reform; Tax reform; H.R.3220 Preserving Taxpayers' Rights Act; S.3278, Protecting Taxpayers Act

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

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Natl Security Council (NSC), SENATE, White House Office

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, Volunteer Income Tax Assistance and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers Legislation: HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 (All sections of full text.) - Efforts in support of bill. HR 3641: The Free File Permanence Act of 2017 (All sections of full text.) - Efforts in support of bill. S. 3278: Protecting Taxpayers Act (All sections of full text.) - Efforts in support of bill. S. 3246: Taxpayer First Act of 2018 (All sections of full text.) - Efforts in support of bill.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Corporate and individual rate reduction, pass-through entity tax treatment, territorial tax system, repatriation of foreign profits, border adjustment tax, deductibility of interest/immediate expensing; IRS audit and exam process reform, base erosion and profit shifting, HR 3220, S 3246, S 3278, HR 5444

Client expense: $23,750 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Defense Contract Audit Agency (DCAA), Defense, Dept of (DOD), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: Free File Permanence Act of 2017 HR 5445: 21st Century IRS Act HR 5444: The Taxpayer First Act HR 7227: Taxpayer First Act of 2018 HR 88: Retirement Savings and Other Tax Relief Act of 2018 S 3781: Retirement Security and Savings Act of 2018 S. 3278: Protecting Taxpayers Act S. 3246: Taxpayers First Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 88: Retirement Savings and Other Tax Relief Act of 2018 H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, The Free File Permanence Act of 2017 H.R. 5444, The Taxpayer First Act H.R. 5445, The 21st Century IRS Act H.R. 7227, Taxpayer First Act of 2018 S. 3278, Protecting Taxpayers Act S. 3246, Taxpayer First Act of 2018 S. 3781, Retirement Security and Savings Act of 2018

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Encouraging Americans to Save Act - S. 3636 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610/ S. 3795 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Retirement Parity for Student Loans Act of 2018 - S. 3771 Retirement Security & Savings Act - S. 3781 Retirement, Savings, and Other Tax Relief Act of 2018 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Hardship Withdrawals Lump sum payments Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards

Client expense: $286,066 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), 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, White House Office

-Enhance Tax Administration & tax system integrity -Support Tax Simplification and Voluntary Compliance -Support IRS Taxpayer Assistance Programs, VITA and Free File; -Support strengthening anti-cyberfraud protections for tax system and taxpayers; * HR 2901 Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 * HR 5444, The Taxpayer First Act * HR 5445, The 21st CENTURY IRS Act * S.3278 Protecting Taxpayers Act * S.3246 Taxpayer First * H.R. 7227: Taxpayer First Act of 2018

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R. 3220, Preserving Taxpayers Rights Act; S 1444/HR 3084, Empowering Employees through Stock Ownership Act; S 1549, NEW GIG Act (companion bill is HR 4165); S 3278, Protecting Taxpayers Act; HR 6756, American Innovation Act of 2018; Parental Leave issues International digital taxes

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

Government targets: Commerce, Dept of (DOC), Federal Communications Commission (FCC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Telecommunications & Information Administration (NTIA), Office of Management & Budget (OMB), Office of Science & Technology Policy (OSTP), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

Consulting services related to various general corporate tax issues and more specifically compliance tax issues impacting taxpayers and tax return preparers, and also tax issues impacting low and middle individual income taxpayers including: - Improve tax administration and tax fraud prevention; Promote minimum competency standards for tax return preparers; Regulatory reform; IRS reform - H.R. 5444, S. 3246, and H.R. 7227, Taxpayer First Act of 2018 - H.R. 5445, 21st Century IRS Act - S. 912, Tax Filing Simplification Act of2017; Education on administration of the Government Populated Return - Taxpayer Service Standards - Revocation of the PTIN - H.R. 3860 and S. 1958, IRS Data Verification Modernization Act of2017 - S. 3278, Protecting Taxpayers Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to Tax Reform, including H.R. 1, Bill to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018 (bill formerly known as the Tax Cuts and Jobs Act), H.R. 6736, Small Business Tax Fairness and Compliance Simplification Act, and S. 3278, Protecting Taxpayers Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRS tax administration and E-Services related issues H.R.3153/S.1074, Electronic Signature Standards Act of 2017, generally H.R.5445, 21st Century IRS Act, Electronic Signature S.3278, Protecting Taxpayers Act, generally H.R.7227, To amend the Internal Revenue Code of 1986 to modernize and improve the Internal Revenue Service, and for other purposes, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Small business tax reform, generally IRS Reform, generally S.3278, Protecting Taxpayers Act, generally H.R.7227, To amend the Internal Revenue Code of 1986 to modernize and improve the Internal Revenue Service, and for other purposes, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Debt Collection issues, as follows: S.3278, Protecting Taxpayers Act H.R.7227, To amend the Internal Revenue Code of 1986 to modernize and improve the Internal Revenue Service, and for other purposes H.R.5445, 21st Century IRS Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enrolled agent issues generally Regulation of Return Preparers generally H.R.5445, 21st Century IRS Act, generally H.R.3153/S.1074, Electronic Signature Standards Act of 2017, generally Public Law 115-97, Tax Cuts and Jobs Act, Implementation S.3278, Protecting Taxpayers Act, generally H.R.7227, To amend the Internal Revenue Code of 1986 to modernize and improve the Internal Revenue Service, and for other purposes, generally

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

Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE

HR 3220 Preserving Taxpayers Rights Act. S 3278 Protecting Taxpayers Act. Issues related to technical corrections and clarifications.

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

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

CFC Look-Thru Comprehensive Tax Reform Employee Benefits Tax/Cadillac Tax Estate Tax H.R. 1, Tax Cuts and Jobs Act H.R. 3220, Preserving Taxpayers' Rights Act Health Insurance Tax Medical Device Tax Pass-Through Tax Reform/Business Equivalency Rate R&D Amortization S. 3278, Protecting Taxpayers Act Tax Reform Implementation

Client expense: $2,840,000 · Firm income: Not reported

Government targets: Bureau of Citizenship & Immigration Services (BCIS), Centers For Medicare and Medicaid Services (CMS), Central Intelligence Agency (CIA), Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Council on Environmental Quality (CEQ), Defense, Dept of (DOD), Energy, Dept of, Environmental Protection Agency (EPA), Equal Employment Opportunity Commission (EEOC), Export-Import Bank of the United States (EXIM Bank), Federal Communications Commission (FCC), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Natl Telecommunications & Information Administration (NTIA), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Office of the Vice President of the United States, Patent & Trademark Office (PTO), SENATE, Securities & Exchange Commission (SEC), Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. International Trade Commission (ITC), U.S. Trade Representative (USTR), White House Office

Enhance Tax Administration & tax system integrity. Support Tax Simplification & Voluntary Compliance. Support IRS Taxpayer Assistance Programs VITA and Free File. H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017. H.R. 3641, The Free File Permanence Act of 2017. H.R. 5444, H.R. 7227 The Taxpayer First Act. H.R. 5445, The 21st Century IRS Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayers First.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Work with respect to proposals to enhance retirement savings opportunities for employers, employees, and individuals, including self correcting inadvertent plan errors. S. 223, Senior$afe Act. Small business tax credit. Issues related to the Department of Labor's regulation defining fiduciary. H.R. 3902, Small Employer Retirement Savings Auto-Enrollment Credit Act. SIMPLE IRAs. H.R. 4524, the Retirement Plan Simplification and Enhancement Act. S. 2526/H.R. 5282, Retirement Enhancement and Savings Act. Required minimum distribution issues. H.R. 6757, Family Savings Act. S. 3197 - SIMPLE Plan Modernization Act. S. 3781, Retirement Security and Savings Act. S. 3278, Protecting Taxpayers Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

CCAGW Urges S. 3278 Provisions be Included in Final IRS Reform Package

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, Free File Permanence Act of 2017 H.R. 5444, S.3246, Taxpayer First Act H.R. 5445, 21st Century IRS Act S.3278, Protecting Taxpayers Act

Client expense: $660,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act S.3278 Protecting Taxpayers Act S. 3246 Taxpayer First

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

Government targets: SENATE

Enhance Tax Administration & tax system integrity; Support Tax Simplification and Voluntary Compliance; Support IRS Taxpayer Assistance Programs, VITA and Free File; Support strengthening anti-cyberfraud protections for tax system and taxpayers; H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; S.3278 Protecting Taxpayers Act; S. 3246 Taxpayer First

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Improve tax administration and tax fraud prevention; Promote minimum competency for tax return preparers; Regulatory reform; IRS reform H.R. 5444, Taxpayer First Act H.R. 5445, 21st Century IRS Act S. 2346, Taxpayer First Act of 2018 S.3278, Protecting Taxpayers Act S. 912, Tax Filing Simplification Act of 2017; Education on administration of the Government Populated Return Taxpayer Service Standards Revocation of the Preparer Tax Identification Number

Client expense: $940,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017 H.R. 3641, Free File Permanence Act of 2017 H.R. 5444, S.3246, Taxpayer First Act H.R. 5445, 21st Century IRS Act S.3278, Protecting Taxpayers Act

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

Government targets: Consumer Financial Protection Bureau (CFPB), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Small Business Administration (SBA), Treasury, Dept of, White House Office

HR 3220 Preserving Taxpayers Rights Act. S 3278 Protecting Taxpayers Act.

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

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

H.R. 5444, S. 3246, S. 3278 - IRS restructuring legislation, IRS code section 965

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

Government targets: SENATE, Treasury, Dept of

Enrolled agent issues generally Regulation of Return Preparers generally H.R.5445, 21st Century IRS Act, generally H.R.3153/S.1074, Electronic Signature Standards Act of 2017, generally Public Law 115-97, Tax Cuts and Jobs Act, Implementation S.3278, Protecting Taxpayers Act, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.3278, Protecting Taxpayers Act, Debt collection issues

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Small business tax reform, generally IRS Reform, generally S.3278, Protecting Taxpayers Act, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

IRS tax administration and E-Services related issues H.R.3153/S.1074, Electronic Signature Standards Act of 2017, generally H.R.5445, 21st Century IRS Act, Electronic Signature S.3278, Protecting Taxpayers Act, generally

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Corporate and individual rate reduction, pass-through entity tax treatment, territorial tax system, repatriation of foreign profits, border adjustment tax, deductibility of interest/immediate expensing; IRS audit and exam process reform, base erosion and profit shifting, HR 3220, S 3246, S 3278, HR 5444

Client expense: $25,650 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Defense Contract Audit Agency (DCAA), Defense, Dept of (DOD), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Natl Economic Council (NEC), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

-Enhance Tax Administration & tax system integrity -Support Tax Simplification and Voluntary Compliance -Support IRS Taxpayer Assistance Programs, VITA and Free File; -Support strengthening anti-cyberfraud protections for tax system and taxpayers; * HR 2901 Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 * HR 5444, The Taxpayer First Act * HR 5445, The 21st CENTURY IRS Act * S.3278 Protecting Taxpayers Act * S.3246 Taxpayer First

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs, VITA and Free File; support strengthening anti-cyberfraud protections for tax system and taxpayers. Legislation: H.R. 2901: Volunteer Income Tax Assistance Permanence Act of 2017; HR 3641: The Free File Permanence Act of 2017; HR 5444, The Taxpayer First Act; HR 5445, The 21st Century IRS Act; H.R. 1: Tax Cuts and Jobs Act (TAX) (P.L. 115-97); S.3278 Protecting Taxpayers Act; S. 3246 Taxpayer First.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: The Free File Permanence Act of 2017 HR 5444, The Taxpayer First Act HR 5445, The 21st Century IRS Act S.3278 Protecting Taxpayers Act S. 3246 Taxpayer First

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to tax reform, H.R. 5444 & S.3246, Taxpayer First Act, and S. 3278, Protecting Taxpayers Act.

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

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

Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers Legislation: HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 (All sections of full text.) HR 3641: The Free File Permanence Act of 2017 (All sections of full text.) S. 3278: Protecting Taxpayers Act (All sections of full text.) S. 3246: Taxpayer First Act of 2018 (All sections of full text.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Legislative Protecting American Families Retirement Advice Act - H.R. 355 Pension and Budget Integrity Act of 2017 - S. 270/H.R. 761 Retirement Security for American Workers Act - H.R. 854 Retirement Security Preservation Act of 2017 - S.852/H.R. 1962 Lifetime Income Disclosure Act - S. 868/H.R. 2055 Shrinking Emergency Account Losses Act of 2017 (SEAL Act) - S. 940 Savings Enhancement by Alleviating Leakage in 401(k) Savings Act - H.R. 2030 Keep Our Pension Promises Act - S. 1076 Affordable Retirement Advice Protection Act - S. 1321 Retirement Savings Lost and Found Act of 2018 - S. 2474/H.R. 6540 Retirement Enhancement and Savings Act (RESA) of 2018 - S. 2526/H.R. 5282 The Strengthening Financial Security Through Short-Term Savings Act - S. 3218 The Small Business Employees Retirement Enhancement Act - S.3219 The Refund to Rainy Day Savings Act - S. 3220 The Retirement Flexibility Act - S. 3221 Womens Pension Protection Act of 2018 - S. 3436/H.R. 7026 Protecting Taxpayers Act - S. 3278 Affordable Retirement Advice for Savers Act - H.R. 2823 Rightsizing Pension Premiums Act - H.R. 3596 The Protecting Adviser for Small Savers (PASS) Act of 2017 - H.R. 3857 Retirement Plan Modernization Act - H.R. 4158 Workflex in the 21st Century Act - H.R. 4219 Automatic Retirement Plan Act - H.R. 4523 Retirement Plan Simplification and Enhancement Act - H.R. 4524 Increasing Access to a Secure Retirement Act of 2017 - H.R. 4604 Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act - H.R 4610 Small Business Add Value for Employees (SAVE) Act - H.R. 4637 Everyday Philanthropist Act - H.R. 6616 Tax Reform 2.0: The Family Savings Act - H.R. 6757: The Protecting Family and Small Business Tax Cuts Act - H.R. 6760; The American Innovations Act - H.R. 6756 The Portable Retirement and Investment Account Act of 2018 - H.R. 6990 Tax Incentives for 401 (k) contributions Financial literacy The Bipartisan Budget Act of 2018 Consolidated Appropriations Act of 2018 Fiscal Year 2019 budget proposal - provisions affecting employer-sponsored benefits Regulatory and Other Executive Order on Strengthening Retirement Security in America ERISA Preemption Federal disaster tax, filing and reporting relief for employers and individuals Electronic communication and disclosure of benefits information Mortality tables Non-discrimination issues affecting defined benefit plans Defined benefit pension plan funding rules PBGC premiums PBGC Early Warning Program Hybrid plan rules, including Pension Equity Plans Fiduciary Definition Executive & nonqualified deferred compensation Multiple Employer Plans - MEPs Multiemployer pension plan issues State retirement plan initiatives Plan administration - certification of hardship withdrawals and determination letter program Paid leave proposals and issues Student loan repayment benefit Missing Participants Independent Workers Emergency savings Pleading standards

Client expense: $311,131 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), 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, White House Office

Issues related to Tax Reform, including H.R. 1, Bill to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018 (bill formerly known as the Tax Cuts and Jobs Act), H.R. 6736, Small Business Tax Fairness and Compliance Simplification Act, and S. 3278, Protecting Taxpayers Act.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Enhance Tax Administration & tax system integrity. Support Tax Simplification & Voluntary Compliance. Support IRS Taxpayer Assistance Programs VITA and Free File. H.R. 2901, Volunteer Income Tax Assistance Permanence Act of 2017. H.R. 3641, The Free File Permanence Act of 2017. H.R. 5444, The Taxpayer First Act. H.R. 5445, The 21st Century IRS Act. S. 3278, Protecting Taxpayers Act. S. 3246, Taxpayer First.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2901: Volunteer Income Tax Assistance Permanence Act of 2017 HR 3641: Free File Permanence Act of 2017 HR 5445: 21st Century IRS Act HR 5444: The Taxpayer First Act S. 3278: Protecting Taxpayers Act S. 3246: Taxpayers First Enhance Tax Administration & tax system integrity Support Tax Simplification and Voluntary Compliance Support IRS Taxpayer Assistance Programs, VITA and Free File Support strengthening anti-cyberfraud protections for tax system and taxpayers

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE