3rd Quarter - Report

FINSECA for FINSECA

Firm
Client
Income
—
Expenses
$775,266
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.

Taxation/Internal Revenue Code TAX

H.R. 25, S. 18, Fair Tax Act of 2017 H.R. 451, Permanently Repeal the Estate Tax Act of 2017 H.R. 198 and H.R. 631, S. 205, Death Tax Repeal Act of 2017 H.R. 1040, Flat Tax Act H.R. 29, Tax Code Termination Act H.R. 1262, Clarify the tax treatment of certain life insurance contract transactions S. 868, Amend the Employee Retirement Income Security Act of 1974 to require a lifetime income disclosure S. 707 and H.R. 116, Main Street Fairness Act Life insurance issues related to tax reform

LobbyistCovered position, as disclosed
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
ARMSTRONG ROBINSON —
DAVID STERTZER CEO

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

Bills named: S. 205 (115th), H.R. 29 (115th), H.R. 25 (115th), H.R. 451 (115th), S. 868 (115th), H.R. 1040 (115th), S. 707 (115th), H.R. 631 (115th), H.R. 198 (115th), S. 18 (115th), H.R. 116 (115th), H.R. 1262 (115th)

Financial Institutions/Investments/Securities FIN

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act H.R.78 - SEC Regulatory Accountability Act Life insurance issues related to tax reform

LobbyistCovered position, as disclosed
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
ARMSTRONG ROBINSON —
DAVID STERTZER CEO

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

Bills named: H.R. 78 (115th)

Insurance INS

Issues related to, The Dodd-Frank Wall Street Reform and Consumer Protection Act Life insurance issues related to tax reform

LobbyistCovered position, as disclosed
MARC R CADIN COO
DAVID HOLLINGSWORTH —
CHRISTOPHER J MORTON Senior VP of Government Affairs
ARMSTRONG ROBINSON —
DAVID STERTZER CEO

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

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.