Disclosure of Tax Havens and Offshoring Act

Federal policies related to hydrographic data; H.R. 2189/ S.1609 Digital Coast Act; H.R. 3409 Coast Guard Authorization Act; S.2297 Coast Guard Authorization Act; Appropriations bills

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

Government targets: HOUSE OF REPRESENTATIVES, Natl Oceanic & Atmospheric Administration (NOAA), SENATE, U.S. Geological Survey (USGS)

HR 5377- Restoring Tax Fairness Act HR 4857, S 309- For the 99.8% Act Repeal certain tax breaks in TCJA Oppose payroll tax cut or capital gains tax cut S 3640, HR 6579- Repeal corporate tax provisions in CARES Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive Tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on individuals itemized deductions for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credit HR 2103, S 1026- The Tax Fairness for Workers Act S 4067- American Assistance for American Companies Act HR 6579- CARES Windfall for the Wealthiest Repeal Act Refundable Business Tax Credits

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of the Achieving a Better Life Experience (ABLE) Act, P.L. 113-295 Improvements to ABLE Act Age Adjustment Act, S.651 and H.R.1814 Supporting expansion of the child tax credit and the earned income tax credit. Supporting the Recovery Rebates included in the CARES Act, (H.R. 748) Supporting dependent rebates (S. 3652) included in the HEROES Act (H.R. 6800) Supporting the Disclosure of Tax Havens and Offshoring Act (S. 1609; H.R. 5933)

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

Government targets: Centers For Medicare and Medicaid Services (CMS), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Housing & Urban Development, Dept of (HUD), SENATE, Transportation, Dept of (DOT)

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; H.R. 1711/S. 780, No Tax Breaks for Outsourcing Act; H.R. 1712/S. 779, Stop Tax Haven Abuse Act; S. 1610, Removing Incentives for Outsourcing Act; H.R. 5933/S. 1609, Disclosure of Tax Havens and Offshoring Act; S. 2140, Stop Corporate Inversions Act of 2019; H.R. 4362, Overseas Americans Financial Access Act; H.R. 6800, HEROES Act of 2020 H.R. 7309 / S. 4067, to prohibit certain assistance for inverted domestic corporations.

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

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

HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $670,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Disclosure of Tax Havens and Offshoring Act (S 1609, HR 5933): To require transparency of payments to governments and other financial information of large US multinational companies.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), State, Dept of (DOS), Treasury, Dept of

HR 4857, S 309- For the 99.8% Act HR 5377- Restoring Tax Fairness Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act Social Security Payroll Taxes Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue Raise limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand earned income tax credit and child tax credits HR 2103, S 1026- The Tax Fairness for Workers Act

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Draft legislation related to combating offshore tax haven abuse and advancing tax transparency; H.R. 1711/S. 780, No Tax Breaks for Outsourcing Act; H.R. 1712/S. 779, Stop Tax Haven Abuse Act; S. 1610, Removing Incentives for Outsourcing Act; H.R. 5933/S. 1609, Disclosure of Tax Havens and Offshoring Act; S. 2140, Stop Corporate Inversions Act of 2019; H.R. ____, To require issuers required to file an annual or quarterly report under the Securities Exchange Act of 1934 to disclose the total amount of corporate tax such issuer paid in the period covered by the report, and for other purposes [DRAFT]; H.R. 4362, Overseas Americans Financial Access Act; H.R. 6321, Financial Protections and Assistance for Americas Consumers, States, Businesses, and Vulnerable Populations Act; H.R. 6379, Take Responsibility for Workers and Families Act; H.R. 748/S. 3548, CARES Act

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

Government targets: Government Accountability Office (GAO), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of

Draft legislation related to offshore tax haven abuse and tax transparency; S. 780/H.R. 1711, No Tax Breaks for Outsourcing Act; S. 779/H.R. 1712, Stop Tax Haven Abuse Act; S. 1610, Removing Incentives for Outsourcing Act; S. 1609, Disclosure of Tax Havens and Offshoring Act; S. 2140, Stop Corporate Inversions Act of 2019; H.R.____, To require issuers required to file an annual or quarterly report under the Securities Exchange Act of 1934 to disclose the total amount of corporate tax such issuer paid in the period covered by the report, and for other purposes [DRAFT]; H.R.4362, Overseas Americans Financial Access Act

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

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

Improving retirement and security of home care workers SJ Res 50- Prevent Implementation of the State and Local Tax Deduction Modification HR 5377- Restoring Tax Fairness for States and Localities Act HR 4857, S 309- For the 99.8% Act HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act S 2809, HR 5043- Millionaires Surtax Act HR 2513- Corporate Transparency Act Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue HR 1142- Stop the Attack on Local Taxpayers Act of 2019 (SALT Act) HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- Amend Internal Revenue Code of 1986 to raise the limit on amount individuals can deduct for certain state and local taxes S 1138, HR 3157- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019 HR 1398, S 172- Health Insurance Tax Relief Act of 2019 HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $560,000 · Firm income: Not reported

Improving retirement and security of home care workers HR 1142- Stop the Attack on Local Taxpayers Act of 2019 (SALT Act) Tax Fairness and Accountability Issue For the 99.8% Act (Estate Tax Reform) HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusing Prosperity Act HR 2513- Corporate Transparency Act Fairness in Taxation Act Progressive tax proposals, including Mark to Market, surtax, higher individual rates S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, inclduing rates, loophole, revenue HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- To amend the Internal Revenue Code of 1986 to increase the limit on the amount individuals can deduct for certain State and local taxes S 1138, HR 3157- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019 HR 1398, S 172- Health Insurance Tax Relief Act of 2019 HR 2103, S 1026- The Tax Fairness for Workers Act

Client expense: $580,000 · Firm income: Not reported

Draft legislation related to offshore tax haven abuse and tax transparency; S. 780/H.R. 1711, No Tax Breaks for Outsourcing Act; S. 779/H.R. 1712, Stop Tax Haven Abuse Act; S. 1610, Removing Incentives for Outsourcing Act; S. 1609, Disclosure of Tax Havens and Offshoring Act; S. 2140, Stop Corporate Inversions Act of 2019; H.R.____, To require issuers required to file an annual or quarterly report under the Securities Exchange Act of 1934 to disclose the total amount of corporate tax such issuer paid in the period covered by the report, and for other purposes [DRAFT]

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)

HR 1142- Stop Attack on Local Taxpayers (SALT) Act Tax Fairness and Accountability S 309- For the 99.8 percent Act (Estate Tax Reform) HR 1711, S 780- No Tax Breaks for Outsourcing Act HR 1735, S 781- Carried Interest Fairness Act HR 1516, S 647- Wall Street Tax Act HR 2923, S 1587- Inclusive Prosperity Act HR 2513- Corporate Transparency Act Fairness in Taxation Act S 1609- Disclosure of Tax Havens and Offshoring Act Corporate taxes, including rates, loopholes, revenue HR 188- Securing Access to Lower Taxes by ensuring Deductibility Act (SALT Deductibility Act) HR 1757- To amend the Internal Revenue Code of 1986 to increase the limitation on the amount individuals can deduct for certain State and local taxes S 1138- Expand the earned income and child tax credits, and for other purposes HR 2207, S 692- Protect Medical Innovation Act of 2019

Client expense: $600,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Draft legislation related to offshore tax haven abuse and tax transparency; S. 780, No Tax Breaks for Outsourcing Act H.R. 1711, No Tax Breaks for Outsourcing Act; S. 779, Stop Tax Haven Abuse Act; H.R. 1712, Stop Tax Haven Abuse Act; S. 1610, Removing Incentives for Outsourcing Act; S. 1609, Disclosure of Tax Havens and Offshoring Act

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

Government targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Justice, Dept of (DOJ), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Funding of the Civil Works Budget of the US Army Corps of Engineers; Energy & Water Appropriations for FY18 (HR 3266, S.1609)

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to the implementation of S.512 (Nuclear Energy Innovation and Modernization Act); H.R. 3266 & S.1609 Energy & Water Appropriations, 2018; Issues related to the implementation of H.R. 5895 & S.2975 Energy & Water Appropriations, 2019

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE