3rd Quarter - Report

RICCHETTI INCORPORATED for FINSECA

Firm
Client
Income
$70,000
Expenses
—

What was lobbied

2 issue areas, each in the filer's own words, with who lobbied on it and where.

Insurance INS

Issues related to standards of care for investment advisers and broker-dealers.

LobbyistCovered position, as disclosed
JEFF RICCHETTI —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Issues related to estate tax reform or repeal; Issues related to the tax treatment of life insurance policies and taxation of life insurance carriers; Issues related to broad reform of the tax code; Issues related to restrictions on corporate-owned life insurance, investor-owned life insurance, and non-qualified deferred compensation; Issues related to the rules that govern grantor trusts.

LobbyistCovered position, as disclosed
JEFF RICCHETTI —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.