4th Quarter - Amendment

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$860,053
Expense method
C: businesses, Internal Revenue Code section 162(e)

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
4th Quarter - Report Jan 18, 2017 $860,053 Replaced
4th Quarter - Amendment (this page) Jan 23, 2017 $860,053 Yes

What was lobbied

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

Financial Institutions/Investments/Securities FIN

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 414, Burdensome Data Collection Relief Act H.R. 1090, Retail Investor Protection Act S. 2505 "SAVERS Act of 2015" H.R. 4293, Affordable Retirement Advice Protection Act H.R. 4294, SAVERS Act of 2015 H.R. 2029, Consolidated Appropriations Act of 2016

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
MICHAEL GLEESON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1090 (114th), S. 2505 (114th), H.R. 2029 (114th), H.R. 4294 (114th), H.R. 414 (114th), H.R. 4293 (114th)

Taxation/Internal Revenue Code TAX

H.R. 25, S. 155, Fair Tax Act of 2015 H.R. 725, Permanently Repeal the Estate Tax Act of 2015 H.R. 1105, S. 860, Death Tax Repeal Act of 2015 H.R. 173 Death Tax Repeal Act Issues related to H.R. 173 Farmers Against Crippling Taxes Act H.R. 1040, Flat Tax Act H.R. 27, Tax Code Termination Act H.R. 1544 Sensible Estate Tax of 2015 HR 2096 Promotion and Expansion of Private Employee Ownership Act of 2015 S 1212 Promotion and Expansion of Private Employee Ownership Act of 2015 S. 1946, Tax Relief Extension Act of 2015 H.R. 5973 "Life Settlement Bill" H.R. 5973, Clarify the tax treatment of certain life insurance contract transactions

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
MICHAEL GLEESON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1946 (114th), H.R. 5973 (114th), H.R. 2096 (114th), H.R. 1544 (114th), H.R. 25 (114th), H.R. 27 (114th), H.R. 173 (114th), H.R. 725 (114th), S. 860 (114th), H.R. 1105 (114th), S. 155 (114th), H.R. 1040 (114th)

Insurance INS

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act H.R. 26 Terrorism Risk Insurance Program Reauthorization Act of 2015

LobbyistCovered position, as disclosed
JUSTIN BROWN —
MARC R CADIN COO
MICHAEL GLEESON —
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
DAVID STERTZER CEO

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 26 (114th)

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.