1st Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$650,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Taxation/Internal Revenue Code TAX

S. 1108 A bill to amend the Internal Revenue Code of 1986 to repeal the estate and generation-skipping transfer taxes, and for other purposes. H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: TCJA Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14

LobbyistCovered position, as disclosed
MARC R CADIN —
JOSHUA CARON —
JENNIFER PAIGE FOX New —
ARMSTRONG ROBINSON —

Contacted: Labor, Dept of (DOL); SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: S. 1108 (118th), S.Con.Res. 14 (118th), H.R. 976 (118th), H.R. 338 (118th), H.R. 108 (118th)

Insurance INS

Issues related to life insurance    

LobbyistCovered position, as disclosed
MARC R CADIN —
JOSHUA CARON —
JENNIFER PAIGE FOX New —
ARMSTRONG ROBINSON —

Contacted: SENATE; Labor, Dept of (DOL); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities FIN

H.R. 1059: SECURE Notarization Act of 2023 H.R. 1165: Data Privacy Act of 2023 Issues related to retirement security Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (RE-103083-18)

LobbyistCovered position, as disclosed
MARC R CADIN —
JOSHUA CARON —
JENNIFER PAIGE FOX New —
ARMSTRONG ROBINSON —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Bills named: H.R. 1059 (118th), H.R. 1165 (118th)

Labor Issues/Antitrust/Workplace LBR

H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2023 S. 567: Richard L. Trumka Protecting the Right to Organize Act of 2023

LobbyistCovered position, as disclosed
MARC R CADIN —
JOSHUA CARON —
JENNIFER PAIGE FOX New —
ARMSTRONG ROBINSON —

Contacted: Treasury, Dept of; Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 20 (118th), S. 567 (118th)

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.