1st Quarter - Report

FINANCIAL PLANNING ASSN (FPA) for FINANCIAL PLANNING ASSN (FPA)

Period 1st Quarter 2011 Filed Apr 25, 2011 Signed by Daniel Barry, Managing Director

Official filing
Firm
FINANCIAL PLANNING ASSN (FPA)
Client
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.

Taxation/Internal Revenue Code TAX

Estate Tax Extension of 2001 tax cuts FICA and SECA taxes Form 1099 reporting changes

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Retirement RET

Employee provided retirement plans Auto IRA Tax Strategy Patents

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

Dodd-Frank Wall Street Reform and Consumer Protection Act; related studies

LobbyistCovered position, as disclosed
DANIEL BARRY —
DAVID A COHEN —
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Mean

Contacted: Securities & Exchange Commission (SEC); SENATE; HOUSE OF REPRESENTATIVES

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.