• PL 97-34, Tax Incentive Act of 10981, seeking technical corrections to the Tax Straddle Rules; HR 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, all provisions related to carried interest; HR 3996, Temporary Tax Relief Act of 2007, Title VI, all provisions related to carried interest.
• HR 6513, Provisions related to portfolio margining.
• S 4, Improving Americas's Security by Implementing Unfinished Recommendations of the 9/11 Commission Act, Titles, VIII and XI, all provisions related to private sector preparedness and critical infrastructure protection; HR 1, Implementing the 9/11 Commission Recommedations Act of 2007, Titles VII, IX, XI, and all provisions related to private secotr preparedness and critical infrastructure protection.
• Provisions of CFTC Reauthorization Act that pertains to securities exchanges, Title XIII of the Senate Farm Bill. To faciliate the use of portfolio margining.

Duration: January 1, 2008 to January 1, 2009

General Issues: Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Homeland Security, Agriculture

Spending: about $120,000 (But it's complicated. Here's why.)

It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.

Agencies lobbied since 2008: House of Representatives, U.S. Senate, Securities & Exchange Commission (SEC), Treasury - Dept of, Commodity Futures Trading Commission (CFTC), Federal Reserve System, Treasury - Dept of,