Tax Firm
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2011 | INVESTMENT FUNDS INSTITUTE OF CANADA |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | — | |
| 2011 | ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS & STOCKBR… |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | — | |
| 2011 | LIFE INSURANCE ASSOCIATION OF JAPAN |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | — | |
| 2011 | ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS & STOCKBR… |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination |
— | — | |
| 2011 | INVESTMENT FUNDS INSTITUTE OF CANADA |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination |
— | — | |
| 2011 | LIFE INSURANCE ASSOCIATION OF JAPAN |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Termination |
— | — | |
| 2011 | ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS & STOCKBR… |
1st Quarter (Jan 1 - Mar 31) Registration |
— | — | |
| 2011 | INVESTMENT FUNDS INSTITUTE OF CANADA |
1st Quarter (Jan 1 - Mar 31) Registration |
— | — | |
| 2011 | LIFE INSURANCE ASSOCIATION OF JAPAN |
1st Quarter (Jan 1 - Mar 31) Registration |
— | — |
| Client | Filings | Total Income |
|---|---|---|
| LIFE INSURANCE ASSOCIATION OF JAPAN | 5 | — |
| INVESTMENT FUNDS INSTITUTE OF CANADA | 3 | — |
| ASSOCIATION OF PRIVATE CLIENT INVESTMENT MANAGERS & STOCKBROKERS | 3 | — |
| GENERAL INSURANCE ASSOCIATION OF JAPAN | 2 | — |
| AMERICAN BENEFITS COUNCIL | 2 | — |
| GENERAL ELECTRIC | 1 | — |
| Name | Disclosed Prior Position |
|---|---|
| ELIZABETH DRIGOTAS | N/A |
| PAUL S EPSTEIN | |
| DENISE MARIE HINTZKE | |
| KELLY KOGAN | |
| JOHN A RIEGER | |
| RICHARD SAFRANEK |