Tax Excessive CEO Pay Act of 2021

S. 1108 - Death Tax Repeal Act of 2023; H.R. 338 - Permanently Repeal the Estate Tax Act of 2023; H.R. 976 - TCJA Permanency Act; H.R. 108 - Small Business Prosperity Act of 2023; Issues related to retirement and implementation of S. Con. Res. 14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; and the Consolidated Appropriations Act, 2023 (PL 117-328); H.R. 2676/S. 1178 - For the 99.5 Percent Act; S.1706/H.R.4721 - Main Street Tax Certainty Act; H.R.1979/S.794 - Tax Excessive CEO Pay Act of 2021; Private Placement Life Insurance; and H.R.7024 - The Tax Relief for American Families and Workers Act of 2024.

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

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

S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 -  Tax Excessive CEO Pay Act of 2021

Client expense: $690,000 · Firm income: Not reported

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

S. 1108 - Death Tax Repeal Act of 2023; H.R. 338 - Permanently Repeal the Estate Tax Act of 2023; H.R. 976 - TCJA Permanency Act; H.R. 108 - Small Business Prosperity Act of 2023; Issues related to retirement and implementation of S. Con. Res. 14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; and the Consolidated Appropriations Act, 2023 (PL 117-328); H.R. 2676/S. 1178 - For the 99.5 Percent Act ; S.1706/H.R.4721 - Main Street Tax Certainty Act; H.R.1979/S.794 - Tax Excessive CEO Pay Act of 2021; Private Placement Life Insurance; and H.R.7024 - The Tax Relief for American Families and Workers Act of 2024.

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

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

S. 1108 - A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes; H.R. 338 - Permanently Repeal the Estate Tax Act of 2023; H.R. 976 - TCJA Permanency Act; H.R. 108 - Small Business Prosperity Act of 2023; Issues related to retirement and implementation of S. Con. Res. 14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; and the Consolidated Appropriations Act, 2023 (PL 117-328); H.R. 2676 / S. 1178: For the 99.5 Percent Act ; S.1706/H.R.4721 - Main Street Tax Certainty Act; S.794 - Tax Excessive CEO Pay Act of 2021; Private Placement Life Insurance.

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

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

S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 -  Tax Excessive CEO Pay Act of 2021 Consolidated Appropriations Act, 2023 (PL 117-328)

Client expense: $460,000 · Firm income: Not reported

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

S. 1108 - A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes; H.R. 338 - Permanently Repeal the Estate Tax Act of 2023; H.R. 976 - TCJA Permanency Act; H.R. 108 - Small Business Prosperity Act of 2023; Issues related to retirement and implementation of S. Con. Res. 14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; and the Consolidated Appropriations Act, 2023 (PL 117-328); H.R. 2676 / S. 1178: For the 99.5 Percent Act ; S.1706/H.R.4721 - Main Street Tax Certainty Act; S.794 - Tax Excessive CEO Pay Act of 2021.

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

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

S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14 H.R. 2576 / S. 1178: For the 99.5 Percent Act Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act S.794 -  Tax Excessive CEO Pay Act of 2021

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

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

S.794, the American Innovation and Jobs Act, H.R. 1304, the American Innovation and R&D Competitiveness Act, and H.R. 2617 (P.L. 117-328), the Consolidated Appropriations Act of 2023, and issues related to the amortization of the R&D expenses. Monitor implementation of H.R. 5376 (P.L. 117-169), the Inflation Reduction Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 5376 Inflation Reduction Act of 2022 - imposes an alternative minimum tax of 15% of the average annual adjusted financial statement income HR 9030/S 5017, Repealing the Ill-Conceived and Problematic (RIP) Book Minimum Tax Act - This Bill repeals the 15% alternative minimum tax on corporations enacted by the Inflation Reduction Act of 2022 HR 4675/S 5176 Disaster Mitigation and Tax Parity Act of 2022 - excludes from gross income for income tax purposes, any qualified catastrophe mitigation payment made under a state-based catastrophe loss mitigation program

S.794, the American Innovation and Jobs Act and H.R. 1304, the American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses. H.R. 5376 (P.L. 117-169), the Inflation Reduction Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 5376 Inflation Reduction Act of 2022 - imposes an alternative minimum tax of 15% of the average annual adjusted financial statement income

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

H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Reg BI SEC fiduciary rule HR 2540 Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Treasury/Federal Reserve liquidity facilities (Previously S.2071/HR3623) Warren/Casten Climate Risk Disclosure Act FSOC and Racial Equity PWG Stablecoin Report PWG Stablecoin Report Stock buybacks legislation (Warren/Warner/etc) Executive compensation/procurement executive actions Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) SEC funding and riders in appropriations bills SEC nominations Stock buybacks regulation Technologist letter to Congress, Exec Branch re: crypto regulation Central Bank Digital Currency Inflation Reduction Act Oversight hearing for SEC SEC funds names and ESG disclosures rules Accountable Capitalism Act FTC/DOJ merger guidelines General SEC regulatory agenda Private Markets Transparency and Accountability Act Digital assets regulation Digital Commodities Consumer Protection Act (S. 4760) Digital assets regulation: general Digital assets regulation (stablecoins) Senate Climate Change Task Force (SEC Climate Disclosure Proposed Rule) Public Markets Revitalization Act Consumer Bankruptcy Reform Act

Client expense: $100,000 · Firm income: Not reported

Opportunity Zones regulations S. 794 Tax Excessive CEO Pay Act of 2021 H.R. 1068 Carried Interest Fairness Act of 2021 Opportunity Zones Babies over Billionaires Act (Bowman Wealthtax bill)

Client expense: $100,000 · Firm income: Not reported

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

Bill Number: S. 794 Bill Title: The American Innovation and Jobs Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 1304 Bill Title: The American Innovation and R&D Competitiveness Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 5376 Bill Title: The Build Back Better Act Section of Interest: Issues related to corporate taxation

Client expense: $410,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.794, the American Innovation and Jobs Act and H.R. 1304, the American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses. H.R. 5376, the Build Back Better Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment

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

S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act

Client expense: $334,005 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Bill Number: S. 794 Bill Title: The American Innovation and Jobs Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 1304 Bill Title: The American Innovation and R&D Competitiveness Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 5376 Bill Title: The Build Back Better Act Section of Interest: Issues related to corporate taxes

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 794 Tax Excessive CEO Pay Act of 2021 H.R. 1068 Carried Interest Fairness Act of 2021 Opportunity Zones Babies over Billionaires Act (Bowman Wealthtax bill)

Client expense: $150,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

SPACs 13F form changes recommended to the SEC H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 HR 2540 Small Business Lending Fairness Act. Treasury/Federal Reserve liquidity facilities FSOC and Racial Equity PWG Stablecoin Report PWG Stablecoin Report Classifying AWS as a SIFMU Stock buybacks legislation (Warren/Warner/etc) Executive compensation executive actions H.R. 7231, the Electronic Currency and Secure Hardware (ECASH) Act Crypto Regulatory Legislation (CFTC) Crypto Regulatory Legislation (Stablecoins) Crypto Regulatory Legislation (President's EO) CFTC Noms CARES Act - Paycheck Protection Program "amendments to H.R. 4521, the America COMPETES Act"

Client expense: $150,000 · Firm income: Not reported

Government targets: Consumer Financial Protection Bureau (CFPB), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment

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

S.794, the American Innovation and Jobs Act and H.R. 1304, the American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses. H.R. 5376, the Build Back Better Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues related to physician reimbursement for Part B drugs; Support for increased transparency and accountability in Medicare's local determination process (S.794/H.R. 3635); Issues as they relate to opioid abuse policy; General Medicare/Medicaid Issues; Issues related to reimbursement for radiation therapy services; 340B, education related to need for sensible reforms in 340B that protect indigent beneficiaries and community oncology practices; Pandemic and All Hazards Preparedness Act reauthorization; issues related to step therapy policies in Medicare Advantage plans; Medicare physician payment; Issues related to an alternative payment model for radiation oncology services; Issues related to the Center for Medicare and Medicaid Innovation; Issues related to the ANPRM International Pricing Index Model for Medicare Part B Drugs; issues related to the Oncology Care First model, H.R. 4621, the Collecting and Analyzing Resources Integral and Necessary for Guidance (CARING) for Social Determinants Act of 2019, S. 2986/H.R. 4004, the Social Determinants Accelerator Act. Issues related to Medicare Part D payments; matters related to response to COVID-19 outbreak/H.R. 748- CARES Act; H.R. 6800 Heroes Act, and COVID-19 vaccine distribution; H.R. 1868, Sequestration; H.R.2503; Budget reconciliation; Social determinants of health; health disparities in underserved communities; chronic health conditions; Tax policy, LIFO (last in-first out); Drug pricing and transparency; international price referencing H.R. 3 (provisions later included in Build Back Better H.R. 5376); Buy America and domestic sourcing, strategic national stockpile; Covid relief and pandemic response, pandemic preparedness; Supply chain; Pharmacy provider status, retail pharmacy H.R. 2759 (Butterfield); 21st Century CURES 2.0 (H.R. 6000).

S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act

Client expense: $368,568 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Opportunity Zones regulations S. 794 Tax Excessive CEO Pay Act of 2021 H.R. 1068 Carried Interest Fairness Act of 2021

Client expense: $134,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

SPACs 13F form changes recommended to the SEC H.R. 5648 - Stop Wall Street Looting Act Close the ILC Loophole Act Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Reg BI SEC fiduciary rule HR 2540 Small Business Lending Fairness Act. FSOC and Racial Equity PWG Stablecoin Report Classifying AWS as a SIFMU

Client expense: $134,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

S.794, the American Innovation and Jobs Act and H.R. 1304, the American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses. H.R. 5376, the Build Back Better Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Bill Number: S. 794 Bill Title: The American Innovation and Jobs Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 1304 Bill Title: The American Innovation and R&D Competitiveness Act Section of Interest: Issues related to the amortization of the R&D expenses Bill Number: H.R. 5376 Bill Title: The Build Back Better Act Section of Interest: Issues related to corporate taxes

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment

Client expense: $720,000 · Firm income: Not reported

S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act

Client expense: $398,667 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Issues related to physician reimbursement for Part B drugs; Support for increased transparency and accountability in Medicare's local determination process (S.794/H.R. 3635); Issues as they relate to opioid abuse policy; General Medicare/Medicaid Issues; Issues related to reimbursement for radiation therapy services; 340B, education related to need for sensible reforms in 340B that protect indigent beneficiaries and community oncology practices; Pandemic and All Hazards Preparedness Act reauthorization; issues related to step therapy policies in Medicare Advantage plans; Medicare physician payment; Issues related to an alternative payment model for radiation oncology services; Issues related to the Center for Medicare and Medicaid Innovation; Issues related to the ANPRM International Pricing Index Model for Medicare Part B Drugs; issues related to the Oncology Care First model, H.R. 4621, the Collecting and Analyzing Resources Integral and Necessary for Guidance (CARING) for Social Determinants Act of 2019, S. 2986/H.R. 4004, the Social Determinants Accelerator Act. Issues related to Medicare Part D payments; matters related to response to COVID-19 outbreak/H.R. 748- CARES Act; H.R. 6800 Heroes Act, and COVID-19 vaccine distribution; H.R. 1868, Sequestration; Social determinants of health; health disparities in underserved communities, chronic health conditions, H.R.2503;

Client expense: $520,000 · Firm income: Not reported

S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act

Client expense: $398,667 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

S.794, the American Innovation and Jobs Act and H.R. 1304, The American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses. H.R. 5376, the Build Back Better Act, as it relates to corporate taxes.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

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

S. 794 Tax Excessive CEO Pay Act of 2021 H.R. 1068 Carried Interest Fairness Act of 2021 Opportunity Zones regulations

Client expense: $100,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

(Previously HR 3490) Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act (Previously S. 2155) - Stop Wall Street Looting Act Treasury/Federal Reserve liquidity facilities Reg BI SEC fiduciary rule Heroes Act (COVID PACKAGE) (Previously H.R. 758) - CARES Act HR 1 - For the People Act Facebook' Libra cryptocurrency H.R.8721 - Public Banking Act of 2020 SPACs 13F form changes recommended to the SEC Close the ILC Loophole Act

Client expense: $100,000 · Firm income: Not reported

Government targets: Commodity Futures Trading Commission (CFTC), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Natl Economic Council (NEC), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

Build Back Better pay-fors; Build Back Better Act reconciliation bill S. Con. Res. 14; H.R. 3684, Infrastructure Investment and Jobs Ac; H.R. 1979/S. 794, Tax Excessive CEO Pay Act of 2021; H.R. 1785/S. 714, No Tax Breaks for Outsourcing Act; S. ___, To amend the Internal Revenue Code of 1986 to realize gains from property at the time of death, and for other purposes; Patriot Tax; S. ___, To amend the Internal Revenue Code of 1986 to impose a surtax on high income individual; IRS enforcement

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals. S 2621Modernization of Derivatives Tax Act - modifies the tax treatment of derivatives. HR 4940/S 2680 Real Corporate Profits Tax Act - imposes an additional 7% tax on the adjusted net book income of a corporation that exceeds $100 million HR 5376 Build Back Better Act - provides funding, establishes programs, and otherwise modifies provisions relating to a broad array of areas, including education, labor, childcare, health care, taxes, immigration, and the environment

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

S.794, the American Innovation and Jobs Act and H.R. 1304, The American Innovation and R&D Competitiveness Act, and issues related to the amortization of the R&D expenses.

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Physician and pharmacy reimbursement issues; Legislation to amend Part B of title XVII of the Social Security Act to exclude customary prompt pay discounts from manufacturers to wholesalers from the average sales price for drugs and biological under Medicare; Site neutral payment reforms; Issues related to physician reimbursement for Part B drugs; Support for increased transparency and accountability in Medicare's local determination process (S.794/H.R. 3635); Issues as they relate to opioid abuse policy; General Medicare/Medicaid Issues; Issues related to reimbursement for radiation therapy services; 340B, education related to need for sensible reforms in 340B that protect indigent beneficiaries and community oncology practices; Pandemic and All Hazards Preparedness Act reauthorization; issues related to step therapy policies in Medicare Advantage plans; Medicare physician payment; Issues related to an alternative payment model for radiation oncology services; Issues related to the Center for Medicare and Medicaid Innovation; Issues related to the ANPRM International Pricing Index Model for Medicare Part B Drugs; issues related to the Oncology Care First model, H.R. 4621, the Collecting and Analyzing Resources Integral and Necessary for Guidance (CARING) for Social Determinants Act of 2019, S. 2986/H.R. 4004, the Social Determinants Accelerator Act. Issues related to Medicare Part D payments; matters related to response to COVID-19 outbreak/H.R. 748- CARES Act; H.R. 6800 Heroes Act, and COVID-19 vaccine distribution; H.R. 1868, Sequestration

Client expense: $540,000 · Firm income: Not reported

S 714/HR 1785: No Tax Breaks for Outsourcing Act HR 1068/S 1598: Carried Interest Fairness Act HR 328/S 817: Wall Street Tax Act HR 1979/S 794: Tax Excessive CEO Pay Act HR 2735/ s 1283: Tax on Wall Street Speculation Act

Client expense: $376,457 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Energy, Dept of, Federal Aviation Administration (FAA), Federal Motor Carrier Safety Administration, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Occupational Safety & Health Administration (OSHA), Office of Management & Budget (OMB), Pipeline & Hazardous Materials Safety Administration, SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Trade Representative (USTR), White House Office

Build Back Better pay-fors; H.R. 1979/S. 794, Tax Excessive CEO Pay Act of 2021, H.R. 1785/S. 714, No Tax Breaks for Outsourcing Act, S. ___, To amend the Internal Revenue Code of 1986 to realize gains from property at the time of death, and for other purposes, Patriot Tax, S. ___, To amend the Internal Revenue Code of 1986 to impose a surtax on high income individual, IRS enforcement

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

(Previously HR 3490) Small Business Lending Fairness Act. (Previously H.R. 2923/S. 1587) -- Inclusive Prosperity Act of 2019 Financial Technology ("Fintech") H.R. 328 / S.817 - Wall Street Tax Act of 2021 S. 794 Tax Excessive CEO Pay Act of 2021 (Previously H.R. 3355/S. 915) - the Reward Work Act of 2019 Volcker Rule (Previously HR 758) - the Coronavirus Aid, Relief, and Economic Security (CARES) Act (Previously S. 2155) - Stop Wall Street Looting Act H.R. 1068 Carried Interest Fairness Act of 2021 Treasury/Federal Reserve liquidity facilities Reg BI SEC fiduciary rule Heroes Act (COVID PACKAGE) (Previously H.R. 758) - CARES Act HR 1 - For the People Act (Previously S.1063) - Helping Angels Lead Our Startups Act of 2019 Facebook' Libra cryptocurrency SEC Rule 13-F SPACs 13F form changes recommended to the SEC (Previously S.2071/HR3623) Warren/Casten Climate Risk Disclosure Act

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

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S. 794 Tax Excessive CEO Pay Act of 2021 Opportunity Zones regulations

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

Government targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

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

HR 1459/S 510, Ultra-Millionaire Tax Act - impose a tax on the net value of assets of a taxpayer. HR 1984, Disaster Savings and Resilient Construction Act - provide a credit for owning certain disaster resilient property. S 617, Death Tax Repeal Act of 2021 - repeal the estate and generation-skipping transfer taxes. HR 1979/S 794, Tax Excessive CEO Pay Act - corporate tax rate increase on companies whose ratio of compensation of the CEO to median worker is more than 50 to 1. HR 328/S 817, Wall Street Tax Act - impose a 0.1% excise tax on certain purchases of stocks, bonds, and derivatives. HR 1565/S 856, Senior Security Act - establishes the Senior Investor Taskforce within the SEC. S 994, For the 99.5% Act - reinstate estate and generation-skipping taxes. DRAFTAmerican Jobs Plan - changes to infrastructure, corporate tax, and other for other purposes. PL 115-97, Tax Cuts and Jobs Act - amends corporate and individual tax provisions. TAX HR 2573/S 1136 Affordable Housing Credit Improvement Act of 2021 -- to reform the low-income housing credit S 1283Tax on Wall Street Speculation Act -- impose a tax on certain trading transactions S 1308American Infrastructure Bonds Act of 2021 -- allows the issuer of an American infrastructure bond a tax credit for 28% of the interest payable under such bond. DRAFT American Families Plan - To provide public education, childcare, paid leave, and for other purposes. S 2028Millionaires Surtax Act -- To impose a surtax on high income individuals.

Client expense: $750,000 · Firm income: Not reported