CARES Windfall for the Wealthiest Repeal Act

S.714, No Tax Breaks for Outsourcing Act, Entirety President Biden's Tax Reform Agenda related issues Millionaires Surtax Act, Entirety SALT Relief and Marriage Penalty Elimination Act, Entirety H.R.2307, Energy Innovation and Carbon Dividend Act, Tax Credit Public Law 115-97, Tax Cuts and Jobs Act of 2017, Federal Workforce Taxation issues (DOD Teachers) Teacher Tax Deductions Educators Expense Deduction Modernization Act, Teach Tax Deductions Capital gains tax related issues S.1298, Clean Energy Act, Tax credit provisions H.R.5376, Build Back Better Act (the reconciliation bill), Child Care Tax Credits; Child Tax Credits, International tax reform provisions; Carried interest, Corporate rate, Capital gains, Stepped up basis Public Law 117-2, American Rescue Plan Act of 2021, Labor and Tax related issues; and Child Tax credit Monitor the following: Sensible Taxation and Equity Promotion (STEP) Act, Entirety Taxpayers a 2-year carryback of net operating losses S.686, Retaining Educators Takes Added Investment Now Act or the RETAIN Act, Entirety H.R.696/S.147, CARES Windfall for the Wealthiest Repeal Act, Entirety H.R.82, Social Security Fairness Act of 2021, Entirety Financial Transaction Tax related issues Reward Work Act, Tax related issues Tax Excessive CEO Pay Act, Entirety S.510, Ultra-Millionaire Tax Act of 2021, Entirety Tax Excessive CEO Pay Act, Entirety For the 99.8% Act, Entirety Stop Wall Street Looting Act, Entirety S.1157, Tax Fairness for Workers Act, generally H.R.5376, Build Back Better Act, Electric vehicle tax credit

Client expense: $400,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Education, Dept of, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE, White House Office

Legislative and regulatory monitoring related to corporate and international tax issues, including issues relating to the Tax Cuts and Jobs Act. S. 147/H.R. 696, CARES Windfall for the Wealthiest Repeal Act MD/HD EV tax credit S. 975, EV Charging tax credit H.R.698, EV CHARGE ACT S. 1791, FAST Electricity Act H.R. 848, GREEN Act S. 1608/H.R. 741, Sustainable Aviation Fuel Act S. 2680/H.R. 4940, Real Corporate Profits Tax Act H.R. 5376, Build Back Better Act

Client expense: $2,610,000 · Firm income: Not reported

Legislative and regulatory monitoring related to corporate and international tax issues, including issues relating to the Tax Cuts and Jobs Act. S. 147/H.R. 696, CARES Windfall for the Wealthiest Repeal Act MD/HD EV tax credit S. 975, EV Charging tax credit H.R.698, EV CHARGE ACT S. 1791, FAST Electricity Act H.R. 848, GREEN Act S. 1608/H.R. 741, Sustainable Aviation Fuel Act S. 2680/H.R. 4940, Real Corporate Profits Tax Act

Client expense: $2,290,000 · Firm income: Not reported

Sensible Taxation and Equity Promotion (STEP) Act, Entirety S.714, No Tax Breaks for Outsourcing Act, Entirety President Biden's Tax Reform Agenda related issues Millionaires Surtax Act, Entirety H.R.328, Wall Street Tax Act of 2021, Entirety SALT Relief and Marriage Penalty Elimination Act, Entirety H.R.2307, Energy Innovation and Carbon Dividend Act, Tax Credit Public Law 115-97, Tax Cuts and Jobs Act of 2017, Federal Workforce Taxation issues (DOD Teachers) Teacher Tax Deductions Educators Expense Deduction Modernization Act, Teach Tax Deductions Capital gains tax related issues S.1298, Clean Energy Act, Tax credit provisions H.R.5376, Build Back Better Act (the reconciliation bill), Child Care Tax Credits, International tax reform provisions, carried interest, corporate rate, capital gains, stepped up basis Monitor the following: Public Law 117-2, American Rescue Plan Act of 2021, Labor and Tax related issues Taxpayers a 2-year carryback of net operating losses S.686, Retaining Educators Takes Added Investment Now Act or the RETAIN Act, Entirety H.R.696/S.147, CARES Windfall for the Wealthiest Repeal Act, Entirety H.R.82, Social Security Fairness Act of 2021, Entirety Financial Transaction Tax related issues Reward Work Act, Tax related issues Tax Excessive CEO Pay Act, Entirety S.510, Ultra-Millionaire Tax Act of 2021, Entirety Tax Excessive CEO Pay Act, Entirety For the 99.8% Act, Entirety Stop Wall Street Looting Act, Entirety S.1157, Tax Fairness for Workers Act, generally Build Back Better Act, Fossil Fuels related issues

Client expense: $450,000 · Firm income: Not reported

Biden Made in America Tax Plan HR 564- Paid Family Medical Leave HR 1785, S 714- No Tax Breaks for Outsourcing Act HR 2576, S 994- For the 99.5% Act S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 3805, S 2028- Millionaires Surtax Act Sensible Taxation and Equity Promotion (STEP) Act, discussion draft HR 1068- Carried Interest Fairness Act HR 1116- IRS Enhancement and Tax Gap Reduction Act HR 1200, S 1857- Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S 1788- Restoring the IRS Act of 2021 HR 328, S 817- Wall Street Tax Act HR 2735, S 1283- Tax on Wall Street Speculation Act 28% cap on value of individual itemized deductions 20% deduction for business owners' pass thru income to individual taxes HR 2286- Deemed Realization of capital gains at death or bequest Deemed Realization (one-time) at death or transfer for significant assets (e.g. >$1,000,000,000) Babies Over Billionaires Act (Deemed Realization on individuals with large unrealized capital gains during COVID timeframe) S 1652- Paying a Fair Share Act S 2680, HR 4940- Real Corporate Profits Tax S 794- Tax Excessive CEO Pay Act Individual taxes: Surtax, higher rates on high incomes, close loopholes, Mark to Market Individual tax rate: raise top rate to 39.6% or higher Close NIIT and SECA tax loopholes and dedicate revenue to fund Medicare Corporate taxes (e.g. higher rates, close loopholes, raise revenue) Corporate taxes: minimum 15% Individual tax itemized deduction for state and local taxes (i.e. SALT) Earned income tax credit and child tax credits HR 2549, S 1157- Tax Fairness for Workers Act HR 696, S 147- CARES Windfall for the Wealthiest Repeal Act General Business Tax Credits refundability Refundable NOL Carryover, Credit for R & D COVID-19 expenditures COVID Relief Package, Millionaires Giveaway Net Operating Loss tax break Ways and Means Draft, The Building an Economy for Families Act Payroll tax credit for child care providers (employer side refundable credit) HR 3007, S 1545- Disclosure of Tax Havens and Offshoring Act

Oppose corporate tax rate increases; Oppose cutback in NOL carryback (H.R. 696; S. 147); support Healthy Workplace Tax Credit (HR 1944, S 537); support Remote and Mobile Workforce Relief Act ; support extending EBITDA calculation for interest deductibility (S.1077); oppose imposition of Value Added Tax, National Retail Sales Tax (H.R. 25)

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

Government targets: Centers For Disease Control & Prevention (CDC), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Maritime Commission, Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), Food & Drug Administration (FDA), 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), Maritime Administration (MARAD), Natl Economic Council (NEC), Patent & Trademark Office (PTO), President of the U.S., SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Postal Service (USPS), U.S. Trade Representative (USTR), White House Office

Financial Transaction Tax related issues Reward Work Act, Tax related issues Tax Excessive CEO Pay Act, Entirety S.510, Ultra-Millionaire Tax Act of 2021, Entirety Sensible Taxation and Equity Promotion (STEP) Act, Entirety S.714, No Tax Breaks for Outsourcing Act, Entirety President Biden's Tax Reform Agenda related issues Millionaires Surtax Act, Entirety Tax Excessive CEO Pay Act, Entirety H.R.328, Wall Street Tax Act of 2021, Entirety For the 99.8% Act, Entirety Stop Wall Street Looting Act, Entirety SALT Relief and Marriage Penalty Elimination Act, Entirety Child Care Tax Credits H.R.2307, Energy Innovation and Carbon Dividend Act, Tax Credit H.R.2451/S.685American's Clean Future Fund Act, Tax Credit Monitor the following: Public Law 117-2, American Rescue Plan Act of 2021, Labor and Tax related issues Taxpayers a 2-year carryback of net operating losses S.686, Retaining Educators Takes Added Investment Now Act or the RETAIN Act, Entirety H.R.696/S.147, CARES Windfall for the Wealthiest Repeal Act, Entirety Teacher Tax Deductions Educators Expense Deduction Modernization Act, Teach Tax Deductions H.R.82, Social Security Fairness Act of 2021, Entirety

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

Legislative and regulatory monitoring related to corporate and international tax issues, including issues relating to the Tax Cuts and Jobs Act. S. 147, CARES Windfall for the Wealthiest Repeal Act H.R.696, CARES Windfall for the Wealthiest Repeal Act MD/HD EV tax credit S. 975, EV Charging tax credit H.R. 698, EV CHARGE Act S. 1791, FAST Electricity Act H.R. 848, GREEN Act H.R. 741/S.1608, Sustainable Aviation Fuel Act

Client expense: $2,610,000 · Firm income: Not reported

Biden Made in America Tax Plan The Building an Economy for Families Act Payroll tax for child care providers (employers side refundable credit) Businesses PPP Double Dip H.R. 696/S. 147 - CARES Windfall for the Wealthiest Repeal Act H.R. 1068 - Carried Interest Fairness Act Close NIIT & SECA tax loopholes & direct revenue to Fund Medicare Corporate tax (e.g. higher rates, close loopholes, raise revenue) Corporate tax: Minimum 15% H.R. 2286 - Deemed Realization of capital gains at death or bequest H.R. 3007/S. 1545 - Disclosure of Tax Havens and Offshoring Act Earned income tax credit and child tax credits Fairness in Taxation Act H.R. 2576/S. 994 - For the 99.5% Act General Business Tax Credits refundability Individual tax rate (e.g. surtax, higher rate, close loopholes, Mark to Market) Individual tax rate: raise top rate to 39.6% or higher Individual tax itemized deduction for state & local taxes (e.g. SALT) IRS Enhancement and Tax Gap Reduction Act H.R. 3805/S. 2028 - Millionaires Surtax Act COVID Relief Package - Millionaires Giveaway Net Operating Loss tax break H.R. 1785/S. 714 - No Tax Breaks for Outsourcing Act Paid Family Medical Leave S. 1652 - Paying a Fair Share Act Real Corporate Profits Tax Refundable NOL Carryover, Credit for R&D COVID-19 expenditures S. 1788 - Restoring the IRS Act of 2021 Sensible Taxation and Equity Promotion (STEP) Act H.R. 1200/S. 1857 - Stop CHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) S. 794 - Tax Excessive CEO Pay Act Tax Fairness Act of 2021 Deemed realization (one-time) at death or transfer for assets > $1,000,000,000 H.R. 2549/S. 1157 - Tax Fairness for Workers Act H.R. 2735/S. 1283 - Tax on Wall Street Speculation Act H.R. 1459/S. 510 - Ultra-Millionaire Tax Act of 2021 H.R. 328/S. 817 - Wall Street Tax Act Wealth Tax (one-time) on individuals with sizeable assets 28% cap on value of individual itemized deductions 20% deduction for business owners pass thru income to individual taxes

Oppose corporate tax rate increases; Oppose cutback in NOL carryback (H.R. 696; S. 147); support Healthy Workplace Tax Credit (HR 1944, S 537); support Remote and Mobile Workforce Relief Act ; oppose imposition of Value Added Tax, National Retail Sales Tax (H.R. 25);

Client expense: $1,514,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Commerce, Dept of (DOC), Consumer Financial Protection Bureau (CFPB), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Maritime Commission, Federal Motor Carrier Safety Administration, Federal Reserve System, Federal Trade Commission (FTC), 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), Maritime Administration (MARAD), Natl Economic Council (NEC), Natl Labor Relations Board (NLRB), Patent & Trademark Office (PTO), SENATE, Small Business Administration (SBA), State, Dept of (DOS), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Postal Service (USPS), U.S. Trade Representative (USTR), White House Office

Public Law 117-2, American Rescue Plan Act of 2021, Labor and Tax related issues Taxpayers a 2-year carryback of net operating losses Financial Transaction Tax related issues Reward Work Act, Tax related issues Tax Excessive CEO Pay Act, Entirety S.510, Ultra-Millionaire Tax Act of 2021, Entirety Sensible Taxation and Equity Promotion (STEP) Act, Entirety S.686, Retaining Educators Takes Added Investment Now Act or the RETAIN Act, Entirety H.R.696/S.147, CARES Windfall for the Wealthiest Repeal Act, Entirety Millionaires Surtax Act, Entirety Tax Excessive CEO Pay Act, Entirety H.R.328, Wall Street Tax Act of 2021, Entirety For the 99.8% Act, Entirety Stop Wall Street Looting Act, Entirety Public Servants Protection and Fairness Act, Windfall Elimination Provision (WEP) of the Social Security Act and Entirety SALT Relief and Marriage Penalty Elimination Act, Entirety Paid Family Leave, generally Teacher Tax Deductions Monitor the following: Educators Expense Deduction Modernization Act, Teach Tax Deductions H.R.82, Social Security Fairness Act of 2021, Entirety

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

Biden Made in America Tax Plan HR 1785, S 714- No Tax Breaks for Outsourcing Act HR 328- Wall Street Tax Act For the 99.5% Act Millionaires Surtax Act Fairness in Taxation Act S 510, HR 1459- Ultra-Millionaire Tax Act of 2021 HR 1116- IRS Enhancement and Tax Gap Reduction Act HR 1200- StopCHEATERS Act (Stop Corporations and High Earners from Avoiding Taxes and Enforce Rules Strictly) FY 2022 appropriations- IRS tax enforcement/staff S 794- Tax Excessive CEO Pay Act No Loopholes for Dynastic Wealth Accumulation Act Individual taxes, including surtax, higher rates, Mark to Market HR 1068- Carried Interest Fairness Act Individual itemized tax deductions for certain state and local taxes (e.g. SALT)(end/raise cap) Earned income tax credit and child tax credits (expand/increase) Corporate taxes, including higher rates, close loopholes, raise revenue Tax Fairness for Workers Act HR 696, S 147- CARES Windfall for the Wealthiest Repeal Act General Business Tax Credits refundability Businesses' PPP Double Dip Refundable NOL Carryover, Advance Refundable Credit for R & D COVID-19 related expenditures COVID Relief Package repeal Millionaires Giveaway Net Operating Loss tax breaks EITC, CTC enhancements

Client expense: $640,000 · Firm income: Not reported