4th Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$450,000
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 - Death Tax Repeal Act of 2023 H.R. 338: Permanently Repeal the Estate Tax Act of 2023 H.R. 976: Tax Cuts & Jobs Act Permanency Act H.R. 108: Small Business Prosperity Act of 2023 Issues related to retirement and implementation of S. Con. Res. 14, A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031 Consolidated Appropriations Act, 2023 (PL 117-328) H.R. 2576 / S. 1178: For the 99.5 Percent Act H.R.1979/S.794 -Tax Excessive CEO Pay Act of 2021 Private Placement Life Insurance S.1706 - Main Street Tax Certainty Act H.R.4721 - Main Street Tax Certainty Act H.R.7024 -The Tax Relief for American Families and Workers Act of 2024.

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

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

Bills named: S.Con.Res. 14 (118th), H.R. 976 (118th), H.R. 108 (118th), H.R. 7024 (118th), S. 1706 (118th), S. 1108 (118th), H.R. 1979 (118th), S. 794 (118th), H.R. 2576 (118th), H.R. 4721 (118th), H.R. 338 (118th), S. 1178 (118th)

Insurance INS

Issues related to life insurance    

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

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

Financial Institutions/Investments/Securities FIN

H.R. 1059: Securing and Enabling Commerce Using Remote and Electronic (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) H.R. 2882 - Further Consolidated Appropriations Act, 2024

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

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

Bills named: H.R. 1059 (118th), H.R. 1165 (118th), H.R. 2882 (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 H.R.2882 - Further Consolidated Appropriations Act, 2024 FY 2024 Appropriations H.R.140 - Protecting Speech from Government Interference Act H.R.141 - Providing amounts for the expenses of the Committee on Ways and Means in the One Hundred Eighteenth Congress. H.R.142 - Providing amounts for the expenses of the Committee on Agriculture in the One Hundred Eighteenth Congress. S.J.Res.79 - A joint resolution providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Retirement Security Rule: Definition of an Investment Advice Fiduciary". Issues related to proposed "Retirement Security" (RIN 121 0-AC02) rule Fiscal Year 2025 bill for the Labor, Health and Human Services, Education, and Related Agencies Subcommittee. Issues related to the Fiduciary Rule

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

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

Bills named: S. 567 (118th), H.R. 140 (118th), S.J.Res. 79 (118th), H.R. 141 (118th), H.R. 2882 (118th), H.R. 20 (118th), H.R. 142 (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.