4th Quarter - Report

FINANCIAL EXECUTIVES INTERNATIONAL for FINANCIAL EXECUTIVES INTERNATIONAL

Firm
Client
Income
—
Expenses
$70,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Accounting ACC

Complexity in Financial Reporting; Auditor Liability; Private Company Standard Issues/Financial Statements; PCAOB's proposed auditing standards; SEC's interpretive guidance Accounting Standards (FASB & IASB); Convergence/International Financial Reporting Standards

LobbyistCovered position, as disclosed
SERENA DAVILA Dir, Technical Activities
MATTHEW M MILLER Dir, Tax & Economic Policy
CADY NORTH New Mgr, Government Affairs

Contacted: SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Treasury, Dept of; Office of Management & Budget (OMB); Defense, Dept of (DOD)

Retirement RET

Defined Benefit & Defined Contribution Plans, Pension Harmonization

LobbyistCovered position, as disclosed
MATTHEW M MILLER Dir, Tax & Economic Policy
CADY NORTH New Mgr, Government Affairs

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); Defense, Dept of (DOD); SENATE; Securities & Exchange Commission (SEC); Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES

Economics/Economic Development ECN

Economic recovery and tax policy

LobbyistCovered position, as disclosed
MATTHEW M MILLER Director, Tax & Economic Policy
CADY NORTH New Manager, Government Affairs

Contacted: Defense, Dept of (DOD); Office of Management & Budget (OMB); SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC); Internal Revenue Service (IRS)

Small Business SMB

Interest Charge Domestic International Sales Corporation (IC-DISC) Individual Alternative Minimum Tax (individual AMT) Tax rates & deductions S Corporation modernization

LobbyistCovered position, as disclosed
SERENA DAVILA Dir, Technical Activities
MATTHEW M MILLER Dir, Tax & Economicy Policy
CADY NORTH New Manager, Govt Affairs

Contacted: Internal Revenue Service (IRS); SENATE; Defense, Dept of (DOD); Securities & Exchange Commission (SEC); Office of Management & Budget (OMB); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Trade (domestic/foreign) TRD

Tax issues for small business; competitiveness for US businesses; S corps

LobbyistCovered position, as disclosed
MATTHEW M MILLER Dir, Tax & Economic Policy
CADY NORTH New Mgr, Government Affairs

Contacted: Securities & Exchange Commission (SEC); Defense, Dept of (DOD); Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); Treasury, Dept of; SENATE

Taxation/Internal Revenue Code TAX

Interest Charge Domestic International Sales Corporation, Individual Alternative Minimum Tax (individual AMT); Tax Accrual Workpapers & privilage doctrine; R&D Tax credit & extenders generally; Accounting for uncertain tax positions (FIN48); Corporate taxation & policy (domestic & international);estate tax; S Corporation modernization & policies for passthrough entities;

LobbyistCovered position, as disclosed
SERENA DAVILA Dir, Technical Activities
MATTHEW M MILLER Dir, Tax & Economic Policy
CADY NORTH New Mgr, Government Affairs

Contacted: Internal Revenue Service (IRS); SENATE; Treasury, Dept of; Office of Management & Budget (OMB); Defense, Dept of (DOD); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Government Issues GOV

Federal acquisition and contracting policy; 3% Withholding provision

LobbyistCovered position, as disclosed
MATTHEW M MILLER Dir, Tax & Economic Policy
CADY NORTH New Mgr, Government Affairs

Contacted: Office of Management & Budget (OMB); HOUSE OF REPRESENTATIVES; Defense, Dept of (DOD); Treasury, Dept of; Securities & Exchange Commission (SEC); SENATE; Internal Revenue Service (IRS)

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.