4th Quarter - Report

AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS for AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

Firm
Client
Income
—
Expenses
$890,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Retirement RET

HR 2989 (Defined benefit pension funding); HR 3936 (Defined benefit pension funding)

LobbyistCovered position, as disclosed
DIANA HUNTRESS DEEM —
MATTHEW IANDOLI Rep. Chris Cannon, House Western Caucus
PETER M KRAVITZ —
THOMAS OCHSENSCHLAGER —
MARK G PETERSON —
MATTHEW T YOUNG —

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

Bills named: H.R. 2989 (111th), H.R. 3936 (111th)

Taxation/Internal Revenue Code TAX

S 506/HR 1256 (international tax provisions/economic substance/patents); S 144/HR 690 (Mobile Cell Phone Act); HR 436 (carry-over basis estate tax reform); HR 2110 (Mobile workforce state income tax); IRC Section 67(e) (deductability of trust administration expenses); Section 7216 (confidentiality); Section 6694 (preparer penalty); preparer regulation; alternative minimum tax; tax return due deates; HR 3200 (economic substance, more likely than not standard); Repeal full vesting on partial termination of qualified retirement plans; Harmonize and simplify education incentives; Simplify the Kiddie Tax; Standardize the allowable mileage rates for business expense, medical expense, and charitable contribution purposes; S.437 (Allow certain attorney fees and court costs as deductions for AGI); Revise the due date of the reporting requirements for foreign bank and financial accounts; Allow for abatement of a Section 6707A penalty if the taxpayer acts reasonably and in good faith; Repeal the Section 7122(c)(1) requirement to provide a 20 percent partial payment with a lump-sum offer in compromise; Amend Section 118 to apply to partnerships; Allow spouses (and divorced spouses) to transfer partnership suspended losses to one another; Allow S Corporations to have nonresident aliens as shareholders and potential current beneficiiaries of electing small business trusts; modification of information reporting requirements under tax law

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

Bills named: H.R. 2110 (111th), H.R. 3200 (111th), H.R. 690 (111th), H.R. 436 (111th), S. 437 (111th), H.R. 1256 (111th)

Accounting ACC

HR 607 (fair value accounting); Hr 1212 (Sarbanes Oxley Act); HR 1349 (Federal Accounting Oversight Board); HR 1406 (mark-to-market accounting); HR 1797 (Sarbanes-Oxley Act); HR 1909 (mark-to-market accounting); financial statement audits for FHA lenders/mortgage brokers; Single Audits; HR 3346 (Sarbanes Oxley Act); HR 4110 (Comptroller General of GAO to be CPA)

LobbyistCovered position, as disclosed
JANE COBB —
DIANA HUNTRESS DEEM —
MARY FOELSTER —
CYNTHIA FORNELLI —
MARY MOORE HAMRICK —
MATTHEW IANDOLI Rep. Chris Cannon; House Western Caucus
PETER M KRAVITZ —
CHARLES E LANDES —
MARK G PETERSON —
MATTHEW T YOUNG —

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

Bills named: H.R. 4110 (111th), H.R. 1406 (111th), H.R. 1909 (111th), H.R. 1797 (111th), H.R. 1349 (111th), H.R. 607 (111th), H.R. 3346 (111th), H.R. 1212 (111th)

Banking BAN

S 664 (financial markets reform); HR 4173 (Financial Regulation; HR 3763 (FTC Red Flags Rule); Dodd Financial Regulation Discussion Draft

LobbyistCovered position, as disclosed
DIANA HUNTRESS DEEM —
MATTHEW IANDOLI Rep. Chris Cannon, House Western Caucus
PETER M KRAVITZ —
MARK G PETERSON —
MATTHEW T YOUNG —

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

Bills named: H.R. 4173 (111th), H.R. 3763 (111th)

Torts TOR

S 1504 (Noticed Pleading Restoration Act); S 1551 (aiding and abetting); HR 3126 (Consumer Financail Protection Act); HR 4115 (Open Access to Justice)

LobbyistCovered position, as disclosed
DIANA HUNTRESS DEEM —
MATTHEW IANDOLI Rep. Chris Cannon, House Western Caucus
PETER M KRAVITZ —
MARK G PETERSON —
MATTHEW T YOUNG —

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

Bills named: H.R. 3126 (111th), H.R. 4115 (111th)

Copyright/Patent/Trademark CPT

HR 2584 (tax strategy patents); HR 1260 (Patent reform); HR 1265 (Stop Tax Haven Abuse Act Sections Regarding Tax Strategy Patents); S 506 (Stop Tax Haven Abuse Act Sections Regarding Tax Strategy Patents); S 515 Patent Reform

LobbyistCovered position, as disclosed
DIANA HUNTRESS DEEM —
MATTHEW IANDOLI Rep. Chris Cannon; House Western Caucus
MARK G PETERSON —
EILEEN SHERR —
MATTHEW T YOUNG —

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

Bills named: H.R. 1265 (111th), H.R. 2584 (111th), H.R. 1260 (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.