2nd Quarter - Amendment

SATROM CONSULTING for CHARITABLE IRA INITIATIVE

Firm
Client
Income
—
Expenses
—

No amount is shown when the filer reports less than $5,000 for the period, which the form does not ask them to state.

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
2nd Quarter - Report Jan 30, 2017 — Replaced
2nd Quarter - Amendment (this page) Jul 10, 2017 — Yes

What was lobbied

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

Accounting ACC

Joseph Satrom of Satrom Consulting represents the Charitable IRA Initiative in lobbying and public policy work to increase support for expanding the Charitable IRA rollover to include life-income gifts. The legislation is specifically known as the Legacy IRA Act.

LobbyistCovered position, as disclosed
JOSEPH SATROM —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Retirement RET

Satrom Consulting and volunteers of the Charitable IRA Initiative lobby in support of expanding the Charitable IRA rollover for taxpayers, many of whom are retired, so that the Charitable IRA rollover will include life-income and direct gifts and so that the provisions will be made permanent in the United States tax code. The legislation is called the Legacy IRA Act, H.R. 5171

LobbyistCovered position, as disclosed
JOSEPH SATROM —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5171 (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.