Lobbying Relationship

Client

The ESOP Association

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Lobbying firm

K&L GATES LLP

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  • Issues related to tax provisions on employee stock ownership plans - no specific legislation.

Duration: to

General Issues: Taxation/Internal Revenue Code

Spending: about $340,000 (But it's complicated. Here's why.)

Agencies lobbied since 2007: U.S. Senate, House of Representatives, Natl Economic Council (NEC), Y

Bills mentioned

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

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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?
Mary Baker Large Case Team Coord, IRS; Motor Vehicle Industry Specialist, IRS; Technical Advisor Mgr, IRS; Mgr, Office of Tax Shelter Analysis, IRS; Tax Staff Prof/IRS Detailee to Sen Fin Comm
Steven Valentine Deputy Asst Atty Gen, DOJ; General Counsel/LD, Sen Smith
W. Dennis Stephens LA, Rep Armey; LD, Rep Pombo; LD, Rep Barton; CoS, Rep Stockman; LD, Rep Wicker
James Walsh U.S. Congressman
Tricia Markwood LA, Rep. Wolpe
Bart Gordon U.S. Congressman
Nicholas Leibham Sr Aide/Special Assistant, Rep. Abercrombie Special Assistant, Rep Ackerman
Patrick Heck Chief Tax Counsel, Sen Finance Committee; Sr Tax Policy Advisor, Sen Baucus; Asst Counsel to Oversight Subcomm, House Ways & Means Comm
Cindy O'Malley Prof Staff, House Armed Svcs Cmte R&D Subcmte LD, Rep Davis
William Kirk n/a
Michael Evans n/a
Roger Morse n/a
Andres Gil n/a
Karishma Page n/a
Tim Peckinpaugh n/a
Emanuel Rouvelas n/a
Pamela Garvie 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.

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

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