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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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5. Senate ID# 2640-12
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6. House ID# 307720000
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TYPE OF REPORT | 8. Year | 2015 |
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 PETERSON |
Date | 10/19/2015 2:20:32 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
Draft legislation containing data transparency standards requirements; Auditor liability; International Financial Reporting Standards
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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
Patent reform: Innovation Act, HR 9; Patent Act, S 1137
ICANN domain name engagement
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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
Issues related to implementation of Dodd-Frank Wall Street Reform and Consumer Protection Act (Pub. L. 111-203)
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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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Diana |
Deem |
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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 FIN
16. Specific lobbying issues
Issues related to implementation of the Sarbanes-Oxley Act (Pub. L. 107-204); S.1484, Financial Regulatory Improvement Act of 2015
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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 agency attendance at privately sponsored conferences and meetings
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kenendy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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 IMM
16. Specific lobbying issues
STEM (specifically re: the math definition); Immigration Reform (specifically re: H-1B and L-1B visas)
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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
Alternative minimum tax; Cash basis method of accounting; CPA representation of state-legal marijuana businesses; Tax Disaster Relief - National Disaster Tax Relief Act of 2015 (H.R. 3110 / S. 1795); Deductions for adjusted gross income (certain attorney fees and court costs); Education-related provisions; Estates & Trusts - Allow administrative relief for late portability, inter vivos qualified terminal interest property, and qualified revocable trust elections; Treat consistently all federal tax payments of trusts and estates; Amend section 67(e) to simplify the law and allow estates and nongrantor trusts to fully deduct the cost of complying with fiduciary duties in administering estates and trusts; Exempt from the filing requirement of section 6034(a) trusts with charitable deductions only from flow-through entities; Subject estates, certain qualified revocable trusts, and qualified disability trusts to the income tax and net investment income tax in the same manner as married persons filing separate returns; Require Form 1099 reporting of interest and dividends paid to charitable remainder trusts; Provide portability relief - Filing election/tax return15 months after death; Simplified Form 706 EZ; Surviving spouse elections; Foreign trust withholding credit to U.S. beneficiaries; Section 2801 estate tax expatriation guidance; Estate tax closing letters; Estate tax basis consistency reporting; Executive Compensation - Section 409A; Excise tax on excess tax-exempt organization executive compensation; Exempt Organizations - Form 990; Jeopardizing investments; Unrelated Business Income Tax (name and logo royalties treated as unrelated business taxable income; parity of charitable contribution limitation between trusts and corporations; increased specific deduction; qualified sponsorship payments); Penalties (increase in information return penalties; manager-level accuracy-related penalty on underpayment of unrelated business income tax); Tax Exempt Entities/Excise Taxes (modification of intermediate sanctions; modification of taxes on self-dealing; excise tax on failure to distribute within five years contribution to donor advised fund; repeal of exception for private operating foundation failure to distribute income; excise tax based on investment income of private colleges and universities); Supporting organizations; SSNs on EO tax forms; Foreign trusts - Compliance issues continuing monitoring/discussing; Withholding issues with FATCA for foreign trusts and U.S. beneficiaries; Health insurance deduction - Provide full deductibility of health insurance for small businesses; International Taxation - BEPs; Pending Income Tax Treaties and Protocols; Taxation of Foreign Income; IRS authority over tax return preparers and identity theft - Chairman's Mark of A Bill To Prevent Identity Theft And Tax Refund Fraud (JCX-108-15); Taxpayer Protection and Preparer Proficiency Act of 2015 (S. 137); Taxpayer Bill of Rights - Taxpayer Bill of Rights Act of 2015 (H.R. 1058, S. 949, S. 951); Small Business Taxpayer Bill of Rights Act of 2015 (H.R. 1828, S. 949); Taxpayer Bill of Rights Enhancement Act of 2015 (S. 1578); IRS determination letter program; IRS budget, IRS customer service; Kiddie Tax rules; Listed property issues - Removing computer equipment from the definition of listed property; Internet sales and use tax collection: Marketplace Fairness Act of 2015 (S. 698), Remote Transactions Parity Act of 2015 (H.R. 2775); Medical lodging deduction limitation with the allowable business per diem rates; Methods/Periods/Credits - Cost recovery issues/UNICAP (including Sections 168, 179 and 263A); Mischaracterized section 174 expenditures; Modification of Rev. Proc. 2004-34 and Treas. Reg. 1.451-5 concerning the deferral of advance payments; Research credit; Tangible property regulations; Amortization of certain research and experimental expenditures.; Amortization of certain advertising expenditures; Tax treatment of deferred revenue in taxable asset acquisitions; Revenue Procedure 2015-20, De minimis safe harbor limit; Accounting method changes for mischaracterized section 174 expenditures needing a section 481(a) adjustment and audit protection; Mileage rates for business expense, medical expense, moving expense and charitable contribution purposes; Mobile Workforce State Income Tax Simplification Act of 2015 (H.R. 2315 and S. 386); Net operating loss deduction; Pass-through Entities - Allow Subchapters K and S to Remain as Separate Subchapters; Retain the Flexibility of the Subchapter K Model (Including Special Allocations and Outside Basis for Partnership Level Debt); Retain the Check-the-Box Rules; Obtain Tax Rate Parity Between Pass-Through Business Entities and C Corporations; Repeal Section 1372: Partnership Rules to Apply for Fringe Benefit Purposes for S Corporations; Make Permanent the Reduced Recognition Period for Built-In Gains for S Corporations; Allow Full Consideration of Net Realized Built-In Loss for S Corporations; Make Remedial Allocations Mandatory for Partnerships with Greater than 5% Nonresident Alien Individuals as Partners; Eliminate the Section 751(b) Calculation on Disproportionate Distributions; Oppose Any Proposal for Tax Treatment of "Large" Partnerships as Corporations; Require Mandatory Adjustments to Basis of Partnership Property in Case of Transfer of Partnership Interests and Mandatory Adjustments to Basis of Undistributed Partnership Property; Allow Accumulated Earnings and Profits Withdrawal from S Corporations with Certainty; Reduce Realized Built-In Gains of S Corporations by the Amount of Accrued State Income Tax; Allow Incentive Deductions Permitted by the Internal Revenue Code to Flow Through to Taxpayers Without Basis Limitations; Repeal the Prohibition of Section 179(d)(4) for Estates/Trusts; Alternatively, Allow Pass-Through Entity Allocation and Amortization at the Estate /Trust Level; Charitable Contribution Deduction for Electing Small Business Trusts; Permanent Rule Regarding Basis Adjustment to Stock of S Corporations Making Charitable Contribution of Property; Allow an offset to the built-in gains tax for charitable contribution and foreign tax credit carryforwards from a C year; Add a new 120-day post-termination transition period beginning on the date that a taxpayer files an amended Form 1120S; Allow S corporations to have nonresident aliens as shareholders and potential current beneficiaries of electing small business trusts; Repeal section 1362(d)(3), which terminates an S election due to passive investment income that exceeds a certain threshold, or increase the passive investment income threshold of S corporations under section 1375(a)(2) from 25% to 60%; Extension of time for making S corporation elections; Partnership audits and adjustments; Allow the transfer of any partnership suspended losses to his/her spouse when spousal transfers under section 1041(a) take place; Clarify that husband and wife partnerships that are recognized under state law are eligible to elect Qualified Joint Venture status under section 761(f); Repeal section 708(b)(1)(B) relating to the technical terminations of partnerships; Retain existing safe harbors for allocation of shared partnership liabilities; Request for Guidance Regarding Worthless Stock Deductions Under Section 165(g) for S Corporations; Partnership Audit Simplification Act of 2015 (H.R. 2821); Patient Protection and Affordable Care Act (P.L. 111-148) implementation and related issues; Health reimbursement arrangements: The Small Business Healthcare Relief Act (H.R. 2911 / S. 1697); Savings & Investments - Consolidate and simplify the multiple types of tax-favored retirement plans and the rules governing them; Eliminate Certain Nondiscrimination Tests on Employee Pre-tax and Roth Deferrals for 401(k) Plans, Matching Contributions; Eliminate the Top-Heavy Rules; Create a Uniform Rule Regarding the Determination of Basis in Distributions; Create a Uniform Attribution Rule; Create a Uniform Definition of Owners; Change the Required Minimum Distribution Rules During Life and Remove Half-Year Age References; Create Uniform Rules for Early Withdrawal Penalties; Elimination of Income Limits on Contributions to Roth IRAs; Inflation Adjustments for Roth IRA Contributions; Simplify the tax treatment of Roth individual retirement account contributions; SEPs; SIMPLE 401(k)s; Rules Related to Designated Roth Contributions; Repeal the requirement that benefits become fully vested upon a partial termination of a qualified retirement plan; Small Business Tax Compliance Relief Act of 2015 (S. 1827); The Self-Employment Contributions Act (SECA); Determination of net earnings from self-employment; Equalize the tax treatment between employees and self-employed individuals with respect to the deduction for health insurance costs in determining income subject to OASDI and HI taxes; Tax Reform (General) - Principles of Good Tax Policy; Tax extenders; Permanence of tax legislation; Tax administration and compliance - Amend the section 6051 reporting requirement to permit truncation of employee social security numbers; Clarification of six-year statute of limitations in case of overstatement of basis; Penalties (definition of tax shelters; significant purpose; reasonable cause exceptions; penalty for failure to file; penalty for failure to file correct information returns and provide payee statements; Form 3520 and 3520-A penalties; late filing penalties under sections 6698 and 6699; Form 5471 penalty relief); Pre-populated returns; Repeal the section 7122(c)(1) requirement to provide a 20% partial payment with a lump-sum offer in compromise; Section 9100 relief (administrative relief for missed statutory elections); Tax Administration Integrity Act (H.R. 3167); Tax rates and definitions - Consistent definitions in the Internal Revenue Code; Deduction for adjusted net capital gain; Elimination of surtaxes; Inflation-adjusting thresholds and amounts; Repeal of phase-ins/phase-outs; Simplified Income Tax Rate Structure; Tax return due dates (Public Law 114-41, the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015);
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Treasury - Dept of, Labor - Dept of (DOL), Government Accountability Office (GAO), Small Business Administration (SBA), White House Office, Securities & Exchange Commission (SEC), Justice - Dept of (DOJ)
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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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Melissa |
Labant |
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Jina |
Etienne |
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Melanie |
Laurdisen |
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Kristin |
Esposito |
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Amy |
Wang |
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Cari |
Weston |
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Ogochukwu |
Anokwute |
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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 LBR
16. Specific lobbying issues
EEOC consideration of reclassifying partners as employees under Age Discrimination in Employment Act; Department of Labor proposed changes to overtime rule.
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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
Employee benefit plan audit quality
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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Brady |
King |
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Rep Chet Edwards; Sen Mark Dayton; Sen Edward Kennedy; Rep Allen Boyd; Rep Tim Maloney; Sen Roland Burris |
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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 |
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 |