4th Quarter - Report

501(C) STRATEGIES for PARTNERSHIP FOR PHILANTHROPIC PLANNING

Firm
Client
Income
$10,000
Expenses
—

What was lobbied

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

Taxation/Internal Revenue Code TAX

See addendum. -Affordable Health Care for America Act (H.R. 3962), Patient Protection and Affordable Care Act (H.R. 3590), and related healthcare reform bills (to preserve the charitable deduction). -Consumer Financial Protection Agency Act of 2009 (H.R. 3126) and Wall Street Reform and Consumer Protection Act (H.R. 4173) (to exempt the work of fundraisers and charitable gift planners). -Patentability of tax planning methods legislation (H.R. 2584) (to limit the patentability of tax planning methods). -Permanent Estate Tax Relief for Families, Farmers and Small Businesses Act (H.R. 4154) and related estate tax bills (to maintain the estate tax). -Public Good IRA Rollover Act (H.R. 1250, S. 864) (to extend and expand tax-free distributions from individual retirement accounts for charitable purposes). -Tax Extenders Act (H.R. 4213) (to extend tax-free distributions from individual retirement accounts for charitable purposes).

LobbyistCovered position, as disclosed
PERRY WASSERMAN —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 4213 (111th), H.R. 3590 (111th), H.R. 3126 (111th), H.R. 2584 (111th), H.R. 1250 (111th), H.R. 3962 (111th), S. 864 (111th), H.R. 4173 (111th), H.R. 4154 (111th)

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.