1st Quarter - Report
FINANCIAL PLANNING ASSN (FPA) for FINANCIAL PLANNING ASSN (FPA)
Income
—
Expenses
$108,000
Expense method
C: businesses, Internal Revenue Code section 162(e)
What was lobbied
3 issue areas, each in the filer's own words, with who lobbied on it and where.
Retirement RET
Employee provided retirement plans ERISA fiduciary Individual Retirement Accounts
| Lobbyist | Covered position, as disclosed |
|---|---|
| DANIEL BARRY | — |
| PHILLIPS HINCH | Legislative Assistant, Committee on Ways & Means |
Financial Institutions/Investments/Securities FIN
Dodd-Frank Wall Street Reform and Consumer Protection Act- related studies (Sections 913, 914, 919) Discussion draft- Investment Advisers Oversight Act of 2011
| Lobbyist | Covered position, as disclosed |
|---|---|
| DANIEL BARRY | — |
| DAVID A COHEN | — |
| PHILLIPS HINCH | Legislative Assistant, Committee on Ways & Mean |
Taxation/Internal Revenue Code TAX
Tax reform Alternative minumum tax Tax preferred investment vehicles
| Lobbyist | Covered position, as disclosed |
|---|---|
| PHILLIPS HINCH | Legislative Assistant, Committee on Ways & Means |
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.