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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 6870 Lebanon Road |
Address2 |
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| City | Frisco |
State | TX |
Zip Code | 75034 |
Country | USA |
3. Principal place of business (if different than line 2)
| City | Frisco |
State | TX |
Zip Code | 75034 |
Country | USA |
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5. Senate ID# 26604-12
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6. House ID# 302350000
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| TYPE OF REPORT | 8. Year | 2017 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
| 10. Check if this is a Termination Report | Termination Date |
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11. No Lobbying Issue Activity |
| INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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| Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
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Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
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| Signature | Digitally Signed By: MR. MICHAEL BEENE |
Date | 10/20/2017 9:47:00 AM |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code SMB
16. Specific lobbying issues
Continued dialogue and support for self-employed access to capital and funding with the Small Business Administration as well as reduction of regulatory requirements. Continued efforts to implement and preserve favorable issues contained in the prior Small Business Jobs Act. Support for Preserving Employee Wellness Programs Act. Support for overtime review and fairness act and its overtime reform. Support for fiduciary legislation (H.R. 2823).Support various nominees at SBA and Treasury.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Commerce - Dept of (DOC), Executive Office of the President (EOP), Labor - Dept of (DOL), Treasury - Dept of, Internal Revenue Service (IRS), Small Business Adminstration (SBA)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Katie |
Vlietstra |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
Efforts to keep business deduction of health insurance costs for sole proprietors going forward. Support for favorable regulations and interpretations of the home office deduction. Support for favorable and expanded treatment of HRA accounts. Support favorable elements of the American Health Care Act. Support tax credits for health insurance. Support for H.R. 2953 to revise CBO scoring of preventative health measures. Support for simplifying small business income tax (H.R. 3717).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Internal Revenue Service (IRS), Small Business Adminstration (SBA), Securities & Exchange Commission (SEC), Treasury - Dept of, Consumer Financial Protection Bureau (CFPB)
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Katie |
Vlietstra |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code HCR
16. Specific lobbying issues
Support for permanent business deduction for sole proprietors on insurance premiums. Support implementation and expansion of HRA availability. Continued addressing of ACA implementation and analysis of new health care bills. Support HRA's as a tool for micro-business. Support protection of Essential health Benefits. Support robust individual health insurance markets. Regulatory action regarding HSA's at Health and Human Services. Support small business and self-employed issues in American Health Care Act of 2017 (H.R. 1628). Support H.R. 2953 scoring amendments.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP), Health & Human Services - Dept of (HHS), Labor - Dept of (DOL), Internal Revenue Service (IRS), Small Business Adminstration (SBA), Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Katie |
Vlietstra |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code IMM
16. Specific lobbying issues
Advocacy limited to focus on the importance that any E-verify system be effective, efficient and user friendly to protect micro business from being overwhelmed.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES
18. Name of each individual who acted as a lobbyist in this issue area
| First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Katie |
Vlietstra |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
| 1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
| Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
| 1 | 3 | 5 |
| 2 | 4 | 6 |