2nd Quarter - Report — FINSECA for FINSECA (2025)

Firm

FINSECA

Client

FINSECA

Income

—

Expenses

$540,000

Expense method

C: businesses, Internal Revenue Code section 162(e)

What was lobbied

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

Labor Issues/Antitrust/Workplace LBR

H.R. 20: Richard L. Trumka Protecting the Right to Organize Act of 2025 S. 852: Richard L. Trumka Protecting the Right to Organize Act of 2023 Issues related to the Department of Labor Fiduciary Rule: Joint Civil Action (No. 4:24-cv-00482)

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—

Contacted: Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL); Treasury, Dept of

Bills named: S. 852 (119th), H.R. 20 (119th)

Government Issues GOV

Joint Letter to Committee on Rules of Practice and Procedure - Opposition to proposed amendments to amicus filings and added disclosure requirements under Federal Rule of Appellate Procedure 29

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

S.587 - Death Tax Repeal Act of 2025 H.R. 1301: Death Tax Repeal Act H.R. 137: Tax Cuts and Jobs Act Permanency Act H.R. 110: Small Business Prosperity Act of 2025 Issues related to retirement and implementation of H. Con.Res. 14, A concurrent resolution establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Full-Year Continuing Appropriations and Extensions Act, 2025(PL 119-4) Private Placement Life Insurance S.213 - Main Street Tax Certainty Act H.R.703 - Main Street Tax Certainty Act H.R.2547 - Secure Family Futures Act of 2025 H.R. 601 - Estate Tax Reduction Act H.R. 1 - One Big Beautiful Bill Act

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE; Labor, Dept of (DOL); Securities & Exchange Commission (SEC)

Bills named: H.R. 2547 (119th), H.R. 1 (119th), H.R. 703 (119th), H.R. 110 (119th), H.R. 137 (119th), H.R. 1301 (119th), H.R. 601 (119th), S. 587 (119th), S. 213 (119th), H.Con.Res. 14 (119th)

Insurance INS

Issues related to life insurance.

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—

Contacted: Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); HOUSE OF REPRESENTATIVES; Treasury, Dept of

Financial Institutions/Investments/Securities FIN

H.R. 1777: Securing and Enabling Commerce Using Remote and Electronic (SECURE) Notarization Act of 2025 - Joint Letter to the House Energy Committee Support for SECURE Notarization Act (H.R.1777) S. 1208 Privacy Act Modernization Act of 2025 Issues related to retirement security Information reporting for Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG- 103083-18) H.R. 2696 - To establish the American Worker Retirement Plan, improve the financial security of working Americans by facilitating the accumulation of wealth, and for other purposes Issues related to the regulation of nonbank financial institutions

Lobbyist	Covered position, as disclosed
MARC R CADIN	—
JENNIFER PAIGE FOX	—

Contacted: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE; Securities & Exchange Commission (SEC); Treasury, Dept of

Bills named: H.R. 1777 (119th), S. 1208 (119th), H.R. 2696 (119th)

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.