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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 AVENUE NW |
Address2 | 10th Floor |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 2640-12
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6. House ID# 307720000
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TYPE OF REPORT | 8. Year | 2011 |
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 | |
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 Peterson, Senior Vice President, Congressional Affairs |
Date | 10/20/2011 |
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
Dodd Frank Act implementation (Sections 913, 914, 922, 929Y, 929Z, 982); HR 2146/S 1222 - Data Act of 2011 - provisions dealing with data standards; HR 1745/S 902 - Jobs Act of 2011 - provisions dealing with data standards. HR 2883/S 1542 - Child and Family Services Improvement and Innovation Act. Draft legislation - Small Company Job Growth and Regulatory Relief Act of 2011 by Rep. Fincher. HR 2483 - Whistleblower Improvement Act of 2011. HR 2056 - Provisions relating to accounting treatment (c)
(2)(c) and Section 3(a)(2). H R 2941 - Start-up Expansion and Investment Act. HR 1723 - Common Sense Economic Recovery Act - provisions relating to non-accrual loans. HR 1697 - Communities First Act. HR 1070 - Small Company Capital Formation - provisions on yearly audits.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
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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Matthew |
Iandoli |
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Rep Chris Cannon; House Western Caucus |
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Peter |
Kravitz |
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Diana |
Deem |
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Mary |
Foelster |
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Chuck |
Landes |
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Mat |
Young |
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Cynthia |
Fornelli |
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Jane |
Cobb |
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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 BAN
16. Specific lobbying issues
Dodd Frank Act implentation (Section 913, 914, 922 929Y, 929Z, 982); Hr 2146/S 1222 - Data Act of 2011 - provisions dealing with data standards; HR 1745/S 902 - Jobs Act of 2011 - provisions dealing with data standards; HR 2483 - Whistleblower Improvement Act of 2011; HR 2827 - provisions dealing with exemption for municiple advisors; S 1483 - Incorporation Transparancy and Law Enforcement Assistance Act - provisions dealing with public dislosure of beneficial owners of private compani
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
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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Matthew |
Iandoli |
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Rep Chris Cannon; House Western Caucus |
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Peter |
Kravitz |
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Diana |
Deem |
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Mat |
Young |
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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 CPT
16. Specific lobbying issues
S 23 (Intelligent Properity Jurisdiction Clarifcation Act of 2011 - Section 14 Tax Strategy Patents); S 139 (Equal Access to Tax Planning); HR 1249 (America Invests Act - Section 13 Tax Strategy Patents)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
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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Matthew |
Iandoli |
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Rep Chris Cannon; House Western Caucus |
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Peter |
Kravitz |
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Diana |
Deem |
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Eileen |
Sherr |
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Matthew |
Young |
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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 TAX
16. Specific lobbying issues
IC Section 67(e) (Deductibility of trust administration expenses); Circular 230 - Preparer regulation including PTIN regulations, nonsigning preparers; AMT; S 845/HR 2382 - Tax Return Due Dates; HR 674/S 89/S 164 - 3% witholding provision; Repal full vesting on partial termination of qualified retirement plans; Harmonize and simplify education incentives; Pension funding; Simplify the Kiddie Tax; Standardize the allowable mileage rates for business expense, medical expense,and charitable contribution purposes;
Revise the due date of the reporting requirement for foreign banks and financail accounts; Allow for abatement of a Section 6707A penalty of the taxpayer acts reasonable and in good faith; Repal the Section 7122(c)(I) requirement to provide a 20% partial payment with a lump sum offer in compromise; Amend Section 118 to apply to partnerships; Allow spouces (and divorced spouses) to transfer partnership suspended losses to one another; Allow S Corps to have nonresidential aliens as shareholders and pottential current beneficiaries of electing small business trusts; Modification of information reporting requirements under tax law; Employment tax treatment of S Corporations; IRS guidance Priority Plan; Corrections on nonqualified deferred compensation plan failures under Section 409(A); Built in gains and losses relating to partnership mergers under Section 704(c); Extending the due date of employee plan returns; Exempt status of hospitals; Office visits of tax return preparers by IRs; Rrepeal of Section 2101 of fPL 111-240 regarding forms 1099; HR 4 - miscellaneous informaiton returns; Foreign trusts aspects of FBAR; Carryover basis issues; HR 1864 (Mobile workforce); IRS requests for accounting software; IRS uncertain tax return position programs (including Schedule M-3); Foreign bank account reporting (FinCen); Discussions with Bank Secrecy Act Advistory Group; Mandatory E-filing of FBARs; Form 990 Revisions; IRS suitabilty checks/fingerprinting related to PTIN Program; GST legislative modifications; Form 706/Form 8939 - carryover basis issues; taxation of large partnerships; HR 1697 - Community Banking Relief
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Internal Revenue Service (IRS), Treasury - Dept of, Financial Crimes Enforcement Network (FinCEN)
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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Matthew |
Iandoli |
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Rep Chris Cannon; House Western Caucus |
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Peter |
Kravitz |
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Diana |
Deem |
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Edward |
Karl |
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Marc |
Hyman |
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Benson |
Goldstein |
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Eileen |
Sherr |
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Abraham |
Scheier |
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Michelle |
Koroghlanian |
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Melissa |
Labant |
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Jina |
Etienne |
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Matthew |
Young |
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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 RET
16. Specific lobbying issues
Appraisals of ESOPs DOL Fiduciary Rule; S 1232 - Exempt Appraisals from Fiduciary Definition
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL)
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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Matthew |
Iandoli |
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Rep Chris Cannon; House Western Caucus |
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Peter |
Kravitz |
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Diana |
Deem |
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Matthew |
Young |
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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 | 3 | 5 |
2 | 4 | 6 |
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 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |