3rd Quarter - Amendment

MANAGED FUNDS ASSOCIATION for MANAGED FUNDS ASSOCIATION

Firm
Client
Income
—
Expenses
$680,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
3rd Quarter - Report Oct 20, 2008 $680,000 Replaced
3rd Quarter - Amendment (this page) Apr 20, 2009 $680,000 Yes

What was lobbied

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

Taxation/Internal Revenue Code TAX

Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislation and regulatory measures and Congressional studies affecting hedge funds and other alternative investments. H.R. 2834 To amend the Internal Revenue Code of 1986 to treat income received by partners for performing investment management services as ordinary income received for the performance of services. H.R. 2785 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services. H.R. 3501 To amend the Internal Revenue Code of 1986 to provide that indebtedness incurred by a partnership in acquiring securities and commodities is not treated as acquisition indebtedness by organizations which are limited partners for purposes of the unrelated business income tax. H.R. 3923 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. H.R. 3996 To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes. H.R. 3970 To amend the Internal Revenue Code of 1986 to provide additional tax relief to low and moderate income individuals, to repeal the individual alternative minimum tax, to reform the corporate income tax, and for other purposes. S. 55 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax S. 681 Stop Tax Haven Abuse Act S. 1624 To amend the Internal Revenue Code of 1986 to provide that the exception from the treatment of publicly traded partnerships as corporations for partnerships with passive-type income shall not apply to partnerships directly or indirectly deriving income from providing investment adviser and related asset management services S. 2199 To amend the Internal Revenue Code of 1986 to provide for the treatment of certain foreign nonqualified deferred compensation. S. 2293 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax, and for other purposes. S. 2318 To amend the Internal Revenue Code of 1986 to repeal the individual alternative minimum tax and to permanently extend the reductions in income tax rates, and for other purposes. Section 409A of the Internal Revenue Code H.R. 6049, the Renewable Energy and Job Creation Act of 2008 H.R.6275 Alternative Minimum Tax Relief Act of 2008

LobbyistCovered position, as disclosed
BENJAMIN ALLENSWORTH New —
JOHN G GAINE —
ROGER M HOLLINGSWORTH New LA, Senator Charles Schumer

Contacted: Internal Revenue Service (IRS); Labor, Dept of (DOL); Treasury, Dept of; Commodity Futures Trading Commission (CFTC); SENATE; HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC)

Bills named: H.R. 2834 (110th), H.R. 3501 (110th), H.R. 6275 (110th), H.R. 3923 (110th), H.R. 2785 (110th), S. 681 (110th), S. 1624 (110th), S. 55 (110th), S. 2318 (110th), H.R. 3970 (110th), H.R. 3996 (110th), H.R. 6049 (110th), S. 2293 (110th), S. 2199 (110th)

Financial Institutions/Investments/Securities FIN

Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting the hedge fund industry and other altenative investments. Securities and Exchange Commission registration amendment to S. 4 S. 1402 Hedge Fund Registration Act H.R. 2586 Securities and Exchange Commission Authority Restoration Act

LobbyistCovered position, as disclosed
BENJAMIN ALLENSWORTH New —
JOHN G GAINE —
JENNIFER ROEY WU HAN New —
ROGER M HOLLINGSWORTH New LA, Senator Charles Schumer

Contacted: SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Internal Revenue Service (IRS); Commodity Futures Trading Commission (CFTC); Treasury, Dept of

Bills named: S. 1402 (110th), S. 4 (110th), H.R. 2586 (110th)

Agriculture AGR

Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R. 3161 Agriculture, Rural Development, Food and Drug Administration, and Related Agencies Appropriations Act, 2008. S. 3122 To amend the Commodity Exchange Act to provide for the regulation of oil commodities markets, and for other purposes. S. 3130 To provide energy price relief by authorizing greater resources and authority for the Commodity Futures Trading Commission, and for other purposes. S. 3131 To amend the Commodity Exchange Act to ensure the application of speculation limits to speculators in energy markets, and for other purposes. H.R.6264 To prevent excessive speculation in over-the-counter derivatives markets for certain energy commodities by limiting participation in those markets to persons who are capable of producing, manufacturing, or taking physical delivery of the commodities. H. R. 6341 To amend the Commodity Exchange Act to provide for regulation of energy derivatives, and for other purposes. H.R.6604 Commodity Markets Transparency and Accountability Act of 2008, to amend the Commodity Exchange Act to bring greater transparency and accountability to commodity markets

LobbyistCovered position, as disclosed
BENJAMIN ALLENSWORTH New —
JOHN G GAINE —
JENNIFER ROEY WU HAN New —
ROGER M HOLLINGSWORTH New LA, Senator Charles Schumer

Contacted: Commodity Futures Trading Commission (CFTC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); Internal Revenue Service (IRS); Treasury, Dept of

Bills named: H.R. 6604 (110th), H.R. 3161 (110th), H.R. 6264 (110th), S. 3130 (110th), S. 3122 (110th), S. 3131 (110th), H.R. 6341 (110th)

Retirement RET

Meetings and calls with Members and staff of House and Senate Committees and agency officials concerning possible legislative and regulatory measures and Congressional studies affecting hedge funds and other alternative investment vehicles. H.R 2683 To amend title I of the Employee Retirement Income Security Act of 1974 to require in the annual report of each defined benefit pension plan disclosure of plan investments in hedge funds.

LobbyistCovered position, as disclosed
BENJAMIN ALLENSWORTH New —
JOHN G GAINE —
ROGER M HOLLINGSWORTH New LA, Senator Charles Schumer

Contacted: Commodity Futures Trading Commission (CFTC); Securities & Exchange Commission (SEC); Internal Revenue Service (IRS); SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Treasury, Dept of

Bills named: H.R. 2683 (110th)

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.