Lobbying Relationship

Client

JPMorgan Chase & Co.

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Lobbying firm

K&L GATES LLP

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  • Tax reform issues generally, and also as related to financial services. Bank tax legislation (not yet introduced). S. 2260, A bill to amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes, entire bill.

Duration: to

General Issues: Taxation/Internal Revenue Code

Spending: about $1,350,000 (But it's complicated. Here's why.)

Agencies lobbied since 2009: U.S. Senate, House of Representatives

Bills mentioned

S.2260: EXPIRE Act of 2014

Sponsor: Ron Wyden (D-Ore.)

S.3217: Restoring American Financial Stability Act of 2010

Sponsor: Christopher J. Dodd (D-Conn.)

H.R.3933: Foreign Account Tax Compliance Act of 2009

Sponsor: Charles B. Rangel (D-N.Y.)

S.1934: Foreign Account Tax Compliance Act of 2009

Sponsor: Max Baucus (D-Mont.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Patrick Heck Chief Tax Counsel, Sen Finance Committee; Sr Tax Policy Advisor, Sen Baucus; Asst Counsel to Oversight Subcommittee, House Ways & Means Committee
Michael Evans Tax Counsel/LD, Sen Baucus; Dem Chief Counsel, Sen Comm Comm Envt & Pub Works; Chief Counsel, Sen Finance Comm
Cindy O'Malley Prof Staff, House Armed Services Comm R&D Subcomm LD, Rep Davis
Daniel F. C. Crowley GC, Office of the Speaker; GC, Comm on House Oversight Oversight; Min Counsel, Comm on House Administration
Mary Baker Large Case Team Coordinator, IRS Motor Vehicle Industry Specialist, IRS; Tech Advisor Manager, IRS; Manager, Office of Tax Shelter Analysis, IRS; Tax Staff Prof/IRS Detailee to Sen Finance Comm Lobbies House Only
Steven Valentine Counselor to Asst AG/Dep Asst AG, DOJ; General Counsel/LD, Rep Smith
Scott Aliferis LD, Rep Upton
James Walsh U.S. Congressman
Dennis Potter Staff Asst/LC, Senator Gramm
Nicholas Leibham Special Assistant, Rep Ackerman
Tricia Markwood LA, Rep Wolpe
W. Dennis Stephens LA, Rep Armey; LD, Rep Pombo, LD, Rep Barton; CoS, Rep Stockman; LD, Rep Wicker
Karishma Page n/a
Michael W. Evans n/a
Roger Wise n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Termination
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Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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