1st Quarter - Termination

CM STRATEGIC, LLC for TRINET

Firm
Client
Income
$20,000
Expenses
—
Terminated
Jan 31, 2026

What was lobbied

2 issue areas, each in the filer's own words, with who lobbied on it and where.

Taxation/Internal Revenue Code TAX

Tax issues impacting professional employer organizations and small businesses relating to H.R. 1 (Public Law 119-21), including legislative and regulatory matters relating to R&D, employee retention credit, and payroll tax issues.

LobbyistCovered position, as disclosed
JORGE CASTRO —
TED MCCANN —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE; Internal Revenue Service (IRS)

Bills named: H.R. 1 (119th)

Small Business SMB

Tax issues impacting professional employer organizations and small businesses relating to H.R. 1 (Public Law 119-21), including legislative and regulatory matters relating to R&D, employee retention credit, and payroll tax issues.

LobbyistCovered position, as disclosed
JORGE CASTRO —
TED MCCANN —

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1 (119th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.