3rd Quarter - Report

FINANCIAL PLANNING ASSN (FPA) for FINANCIAL PLANNING ASSN (FPA)

Firm
Client
Income
—
Expenses
$108,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

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

Dodd-Frank Wall Street Reform and Consumer Protection Act

LobbyistCovered position, as disclosed
DANIEL BARRY —
DAVID A COHEN —
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Mean

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Retirement RET

401(k) plans Auto IRA Lifecycle funds

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Taxation/Internal Revenue Code TAX

Estate Tax The Fair Playing Field Act of 2010 (FPFA) (S. 3786 and H.R. 6128) Extension of 2001 tax cuts FICA and SECA taxes

LobbyistCovered position, as disclosed
PHILLIPS HINCH Legislative Assistant, Committee on Ways & Means

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6128 (111th), S. 3786 (111th)

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.