4th Quarter - Report

RICCHETTI INCORPORATED for FINSECA

Firm
Client
Income
$70,000
Expenses
—

What was lobbied

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

Insurance INS

Issues related to restriction on corporate-owned life insurance and investor-owned life insurance; Issues related to standards of care for investment advisors and broker dealers; Issues related to requirement for commission disclosure.

LobbyistCovered position, as disclosed
JEFF RICCHETTI —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

Issues related to estate tax reform, including exemption level, tax rate, reunification, portability and indexing, incorporated exclusion in H.R. 8 (American Taxpayers Relief Act of 2012); Issues related to the tax treatment of life insurance policies; Issues related to broad reform of the tax code; Issues related to restriction on corporate-owned life insurance and investor-owned life insurance; Issues related to the rules governing grantor trusts.

LobbyistCovered position, as disclosed
JEFF RICCHETTI —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 8 (112th)

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.