2nd Quarter - Report

CORNERSTONE GOVERNMENT AFFAIRS, INC. for INTUIT, INC. AND AFFILIATES

Firm
Client
Income
$50,000
Expenses
—

What was lobbied

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

Consumer Issues/Safety/Products CSP

Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration(non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: Commerce, Dept of (DOC); HOUSE OF REPRESENTATIVES; SENATE

Computer Industry CPI

Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Commerce, Dept of (DOC)

Science/Technology SCI

Encouraging innovation and support intellectual protections; AI and innovation to benefit consumers and small businesses; ensuring consumer and small business prosperity related to data privacy.

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: Commerce, Dept of (DOC); SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Promote financial health and literacy for small businesses and consumers; support establishment of an open banking framework providing consumers and SMB's with greater access to their financial data; support greater access to financial services and financial inclusion.

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
JOHN SANDELL Tax Counsel, Legislative Assistant; Ways and Means Committee (Camp, Ryan, Brady)
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: Small Business Administration (SBA); HOUSE OF REPRESENTATIVES; SENATE

Small Business SMB

Promote small business development and growth; support small business regulatory modernization; expanding access to capital; S. 2330 Small Business Technological Advancement Act, provisions addressing barriers to digital adoption.

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Small Business Administration (SBA)

Bills named: S. 2330 (118th)

Budget/Appropriations BUD

Enhance Tax Administration & tax-system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs; implementation of P.L. 117-169; Regulation of Taxpayer Assistance Programs; FY25 Financial Services and General Government Appropriation Reporting on the IRS report on capabilities for taxpayers data portability; SBA report on barriers to digital technology

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
KARYN RICHMAN Program Examiner, Executive Office of the President, Office of Management and Budget; Professional Staff, House Appropriations Committee
WILLIAM SMITH Staff Director, House Approps Cmte; Deputy Staff Director, House Approps Cmte; Chief of Staff, Legislative Director, Senior Legislative Assist, House Member Office (Rogers); Staff Assistant, Senate Approps Cmte
MICHAEL VLACICH State Dir. & Senior Advisor, U.S. Senate (Senators Hassan and Shaheen); Regional Admin, U.S. Small Business Administration (non senate confirmed Presidential appointee)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Enhance Tax Administration & tax-system integrity; support Tax Simplification and Voluntary Compliance; support IRS Taxpayer Assistance Programs; implementation of P.L. 117-169; Regulation of Taxpayer Assistance Programs; FY25 Financial Services and General Government Appropriation Reporting on the IRS report on capabilities for taxpayers data portability; SBA report on barriers to digital technology

LobbyistCovered position, as disclosed
KATELYN CONNER BUNNING Legislative Correspondent, Legislative Aide, Legislative Assistant, Legislative Director Member Office (McConnell)
DAVID PLANNING Floor Dir, House Maj Whip; Staff Dir, House Smll Biz Cmte; Spec. Asst to Pres/Leg Affairs, Exec Office of Pres; Dep. Dir Coalitions& Mmbr Services, House Financial Cmte; Floor Asst, House Maj Whip; Spec. Asst, House Chf Dep. Whip; Staff Asst, Speaker
JOHN SANDELL Tax Counsel, Legislative Assistant; Ways and Means Committee (Camp, Ryan, Brady)
TODD WEBSTER Communications Senate Member Office (Murray, Daschle), Chief of Staff Senate Member Office (Coons)

Contacted: Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES

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.