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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1455 Pennsylvania Ave., NW |
Address2 | 10th floor |
City | Washington |
State | DC |
Zip Code | 22406-2240 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 401104268-12
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6. House ID# 434930001
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TYPE OF REPORT | 8. Year | 2021 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Mark G Peterson |
Date | 7/19/2021 2:30:46 PM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code ACC
16. Specific lobbying issues
Issues impacting the accounting and auditing profession, Accounting standards for cryptocurrency,
Implementation of the Corporate Transparency Act, Independence of accounting standard setting.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Peterson |
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Diana |
Deem |
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Kathryn |
Kiley |
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Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy |
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Rachel |
Dresen |
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Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon |
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Lauren |
Pfingstag |
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Rep Gus Bilirakis; Sen Angus King, Jr. |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
General issues related to multiple areas of the tax law and code including:
Coronavirus Pandemic (COVID-19), including the American Rescue Plan Act of 2021, P.L. 117-2; Consolidated Appropriations Act, 2021, P.L. 116- 260; The Coronavirus Aid, Relief and Economic Security Act, P. L. 116-136, specifically the employee retention credit, impact of paycheck protection program (PPP) expense deductibility loan forgiveness on basis of passthrough entities, section 501(c)(6) and PPP loans, COBRA premium tax credit, paid sick and family leave credits, self-employment tax deferral;
Individual, corporate and S corporation tax reform implementation and technical correction issues in the Tax Cut and Jobs Act, P.L.115-97, including foreign tax credits, electing small business trusts, qualified business income deduction, SALT Cap passthrough entity-level taxes, global intangible low-taxed income, excess business losses, trust and estate tax issues;
Disaster relief; Filing Relief for Natural Disasters Act (H.R. 3574);
Guidance under section 1202 regarding Qualified Small Business Stock;
E-signature;
Tax administration issues, including Taxpayer First Act, Pub. L. No. 116-25 (organization of the IRS, practitioner services division, IRS regulation of tax return preparers), federal tax return deadline extensions: To extend to May 17 the first scheduled estimated tax payment for 2021, H.R.2437, penalty relief, IRS services, e-filing issues, quarterly payment deadlines: Tax Deadline Simplification Act of 2021, H.R.4214, and regulation of tax return preparers Taxpayer Protection and Preparer Proficiency Act, H.R. 4184;
Foreign trusts, including filing penalties and withholding credit for U.S. beneficiaries of a foreign trust;
Estate closing letters;
Gift tax form and instructions improvements;
Mobile workforce and state income tax simplification issues, Remote and Mobile Worker Relief Act of 2021 (S. 1274), Mobile Workforce State Income Tax Simplification Act of 2021 (H.R. 429), Multi-state Worker Tax Fairness Act of 2021 (S. 1887);
Methods and periods issues, including UNICAP, method changes, revenue recognition, section 473 relief, timing of income, alternative tax net operating losses, and small business issues;
Partnership taxation issues;
S corporation taxation issues;
Employee benefits tax issues, including the Securing a Strong Retirement Act of 2021 (H.R. 2954) and the Retirement Security and Savings Act (S. 1770), fringe benefits;
Executive compensation tax issues;
Virtual currency;
International issues, including proposed international form changes; transition tax installments, net operating loss carryback relief under the CARES Act (P. L. 116-136), OECD/digital economy, foreign tax credits, previously taxed earnings and profits, and section 254A.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor - Dept of (DOL), Government Accountability Office (GAO), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Peterson |
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Diana |
Deem |
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Kathryn |
Kiley |
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Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy |
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Rachel |
Dresen |
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Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon |
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Edward |
Karl |
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Eileen |
Sherr |
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Melanie |
Laurdisen |
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Kristin |
Esposito |
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Amy |
Miller |
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Cari |
Weston |
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Elizabeth |
Young |
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Lauren |
Pfingstag |
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Rep Gus Bilirakis; Sen Angus King, Jr. |
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Alexander |
Scott |
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Irina |
Petrashkevich |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code EDU
16. Specific lobbying issues
Adding accounting to STEM definition: Accounting STEM Pursuit Act of 2021, H.R. 3855.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Education - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Peterson |
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Diana |
Deem |
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Kathryn |
Kiley |
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Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy |
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Rachel |
Dresen |
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Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon
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Lauren |
Pfingstag |
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Rep Gus Bilirakis; Sen Angus King, Jr. |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code DIS
16. Specific lobbying issues
COVID-19 relief to individuals, businesses, and other organizations, including implementation of CARES Act, Pub. L. 116-136, specifically Paycheck Protection Program (PPP) SBA 7(a) loans; legislative changes to PPP, including extending the program application deadline (the PPP Extension Act of 2021, Pub. L. 117-6) and allowing for retroactive application of new calculations for Schedule C filers; general issues related to implementing PPP, including error codes, resolution processes, and impact of Administration changes.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Small Business Administration (SBA), Federal Reserve System
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Peterson |
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Diana |
Deem |
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Rachel |
Dresen |
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Rep Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon |
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Kathryn |
Kiley |
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Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy |
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Lauren |
Pfingstag |
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Rep Gus Bilirakis; Sen Angus King, Jr. |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code GOV
16. Specific lobbying issues
Federal government financial statements: Fiscal State of the Nation Resolution.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Mark |
Peterson |
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Diana |
Deem |
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Rachel |
Dresen |
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Rep. Ron DeSantis; Rep Ben Quayle; Rep Jeff Flake; Rep Chris Cannon |
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Kate |
Kiley |
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Rep Stevan Pearce; Rep Donald Manzullo; Rep JoAnn Davis; Rep Mark Kennedy |
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Lauren |
Pfingstag |
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Rep Gus Bilirakis; Sen Angus King, Jr. |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
Lobbyist Name | Description of Offense(s) |