Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov
Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby

LOBBYING REGISTRATION

Lobbying Disclosure Act of 1995 (Section 4)

Check One: New Registrant New Client for Existing Registrant Amendment

1. Effective Date of Registration
1/15/2015
2. House Identification
 356170139
Senate Identification
 65976-2664

REGISTRANT Organization/Lobbying Firm Self Employed Individual

3. Registrant Organization
Capitol Tax Partners, LLP
Address
101 Constitution Avenue, NW Suite 675 East
Address2
City
Washington
State
DC
Zip
20001
Country
USA

4. Principal place of business (if different than line 3)

City
State
Zip
Country
5. Contact name and telephone number International Number
Contact
​Mr. Patrick Heck
Telephone
​2022898700
E-mail
​faddoul@capitoltax.com
6. General description of registrant’s business or activities
​Law and Legislative Consulting Firm

CLIENT A Lobbying Firm is required to file a separate registration for each client. Organizations employing in-house lobbyists should check the box labeled “Self” and proceed to line 10. Self

7. Client name
​J.P. Morgan Chase & Co.
Address
​270 Park Avenue
City
​New York
State
​NY
Zip
​10017
Country
​USA
8. Principal place of business (if different than line 7)
City
State
Zip
Country
9. General description of client’s business or activities
​Global financial services banking firm

LOBBYISTS

10. Name of each individual who has acted or is expected to act as a lobbyist for the client identified on line 7. If any person listed in this section has served as a “covered executive branch official” or “covered legislative branch official” within twenty years of first acting as a lobbyist for the client, state the executive and/or legislative position(s) in which the person served.

Name Covered Official Position (if applicable)
First
Last
Suffix
​Patrick ​Heck ​Senate Finance Comm:Chief Democratic Tax Counsel
​Patrick ​Heck (COP Cont.) ​Sen. Finance Comm.: Tax Counsel/Chief Investigative Counsel
​Patrick ​Heck (COP Cont.) ​House Committee on Ways and Means:Assistant Counsel
​Jonathan ​Talisman ​Treasury Dept: Asst. Secretary Tax Policy
​Jonathan ​Talisman (COP Cont.) ​Deputy Asst. Secretary; Tax Leg. Counsel

LOBBYING ISSUES

11. General lobbying issue areas (Select all applicable codes).

​TAX

12. Specific lobbying issues (current and anticipated)

Issues related to tax reform.


AFFILIATED ORGANIZATIONS

13. Is there an entity other than the client that contributes more than $5,000 to the lobbying activities of the registrant in a quarterly period and either participates in and/or in whole or in major part supervises or controls the registrant’s lobbying activities?

No --> Go to line 14. Yes --> Complete the rest of this section for each entity matching the criteria above, then proceed to line 14.

Internet Address:
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
City
State
Country
City
State
Country
City
State
Country

FOREIGN ENTITIES

14. Is there any foreign entity

a) holds at least 20% equitable ownership in the client or any organization identified on line 13; or

b) directly or indirectly, in whole or in major part, plans, supervises, controls, directs, finances or subsidizes activities of the client or any organization identified on line 13; or

c) is an affiliate of the client or any organization identified on line 13 and has a direct interest in the outcome of the lobbying activity?

No --> Sign and date the registration. Yes --> Complete the rest of this section for each entity matching the criteria above, then sign the registration.

Address Ownership
Name Street Principal place of business Amount of contribution
City State/Province Country
(city and state or country) for lobbying activities

City
State
Country
%
City
State
Country
%

Signature
Digitally Signed By: Patrick Heck
Date
2/5/2015 2:17:08 PM

ADDITIONAL LOBBYISTS

10. Supplemental. List any additional lobbyists for this client not listed on page 1, number 10.

Name Covered Official Position (if applicable) Have you been convicted of a crime?
First
Last
Suffix
​Jonathan ​Talisman (COP Cont.) ​Sen. Finance Comm. Chief Tax Counsel (Dem Staff)
​Jonathan ​Talisman (COP Cont.) ​Joint Comm. on Taxation Leg. Counsel
​Lawrence ​Willcox ​Staff Dir., Senate Republican Policy Committee
​Lawrence ​Willcox (COP Cont.) ​Tax Counsel/Legislative Director, Sen. Jon Kyl
​Lawrence ​Willcox (COP Cont.) ​Tax Counsel, Rep. Sam Johnson
​Christopher ​Javens ​Tax Counsel, Sen. Grassley, Sen. Finance Comm.
ADDITIONAL LOBBYING ISSUES
11. Supplemental. General lobbying issue areas. Enter any additional codes for issues not listed on page 2, number 11.

ADDITIONAL AFFILIATED ORGANIZATIONS13. Supplemental. List any other affiliated organization that meets the criteria specified and is not listed on page 2, number 13.
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
City
State
Country
City
State
Country
City
State
Country

ADDITIONAL FOREIGN ENTITIES
14. Supplemental. List any other foreign entity that meets the criteria specified and is not listed on page 2, number 14.
Name Address Principal place of business
(city and state or country)
Amount of contribution for lobbying activities Ownership
Street
City State/Province Country
City
State
Country
​ %
City
State
Country
​ %
City
State
Country
​ %

ADDITIONAL LOBBYISTS

10. Supplemental. List any additional lobbyists for this client not listed on page 1, number 10.

Name Covered Official Position (if applicable) Have you been convicted of a crime?
First
Last
Suffix
​Melissa ​Mueller ​Ways/Means Subc. Staff Director/Tax Counsel
​Melissa ​Mueller (COP Cont.) ​leg. Dir., Rep. Richard Neal
​Melissa ​Mueller (COP Cont.) ​Tax Counsel, Sen. Finance Comm.
​Melissa ​Mueller (COP Cont.) ​Counsel, Rep. Doggett; Leg Counsel Sen. Reid
ADDITIONAL LOBBYING ISSUES
11. Supplemental. General lobbying issue areas. Enter any additional codes for issues not listed on page 2, number 11.

ADDITIONAL AFFILIATED ORGANIZATIONS13. Supplemental. List any other affiliated organization that meets the criteria specified and is not listed on page 2, number 13.
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
City
State
Country
City
State
Country
City
State
Country

ADDITIONAL FOREIGN ENTITIES
14. Supplemental. List any other foreign entity that meets the criteria specified and is not listed on page 2, number 14.
Name Address Principal place of business
(city and state or country)
Amount of contribution for lobbying activities Ownership
Street
City State/Province Country
City
State
Country
​ %
City
State
Country
​ %
City
State
Country
​ %