4th Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$440,000
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. 994, H.R. 2576 - For the 99.9 Percent Act S. 547, H.R. 409 - Butch Lewis Emergency Pension Plan Relief Act of 2021 H.R.822 - 117th Congress Permanently Repeal the Estate Tax Act of 2021 S.617 - 117th Congress Death Tax Repeal Act of 2021 Public Law 117-2 H.R. 2286 - To amend the Internal Revenue Code of 1986 to treat property transferred by gift or at death as sold for fair market value, and for other purposes. S. 1770 - Retirement Security and Savings Act of 2021 H.R. 2954 - Securing a Strong Retirement Act of 2021 Issues related to retirement S Con Res 14

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

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

Bills named: S. 1770 (117th), H.R. 409 (117th), S. 617 (117th), H.R. 2286 (117th), S. 547 (117th), S. 994 (117th), H.R. 2954 (117th), H.R. 2576 (117th), H.R. 822 (117th), S.Con.Res. 14 (117th)

Financial Institutions/Investments/Securities FIN

Information Reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18)

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

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

Labor Issues/Antitrust/Workplace LBR

H.R. 842, S. 420 - Protecting the Right to Organize Act of 2021

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

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

Bills named: H.R. 842 (117th), S. 420 (117th)

Insurance INS

Issues related to life insurance

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

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