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Lobbying Relationship

Client

Finseca

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Lobbying firm

Tiber Creek Group

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  • H.R. 1059 - SECURE Notarization Act of 2023; H.R. 1165 - Data Privacy Act of 2023; Issues related to retirement security; Information Reporting of Certain Life Insurance Contract Transactions and Modifications to the Transfer for Valuable Consideration Rules (REG-103083-18).
  • H.R. 20 / S. 567 - Richard L. Trumka Protecting the Right to Organize Act of 2023; H.R.2882 - Further Consolidated Appropriations Act, 2024; Issues related to proposed "Retirement Security" (RIN 1210-AC02) rule.
  • S. 1108 - Death Tax Repeal Act of 2023; H.R. 338 - Permanently Repeal the Estate Tax Act of 2023; H.R. 976 - TCJA Permanency Act; H.R. 108 - Small Business Prosperity Act of 2023; Issues related to retirement and implementation of S. Con. Res. 14 - A concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2022 and setting forth the appropriate budgetary levels for fiscal years 2023 through 2031; and the Consolidated Appropriations Act, 2023 (PL 117-328); H.R. 2676/S. 1178 - For the 99.5 Percent Act; S.1706/H.R.4721 - Main Street Tax Certainty Act; H.R.1979/S.794 - Tax Excessive CEO Pay Act of 2021; Private Placement Life Insurance; and H.R.7024 - The Tax Relief for American Families and Workers Act of 2024.
  • Issues related to life insurance.

Duration: to

General Issues: Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace, Taxation/Internal Revenue Code, Insurance

Spending: about $760,000 (But it's complicated. Here's why.)

Agencies lobbied since 2021: House of Representatives, U.S. Senate, Treasury - Dept of, Labor - Dept of (DOL), Executive Office of the President (EOP)

Bills mentioned

H.R.842: Protecting the Right to Organize Act of 2021

Sponsor: Robert C. Scott (D-Va.)

S.420: Protecting the Right to Organize Act of 2021

Sponsor: Patty Murray (D-Wash.)

S.994: For the 99.5 Percent Act

Sponsor: Bernard Sanders (ID-Vt.)

H.R.2576: For the 99.5 Percent Act

Sponsor: Jimmy Gomez (D-Calif.)

S.547: Butch Lewis Emergency Pension Plan Relief Act of 2021

Sponsor: Sherrod Brown (D-Ohio)

H.R.409: Emergency Pension Plan Relief Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

H.R.822: Permanently Repeal the Estate Tax Act of 2021

Sponsor: Robert E. Latta (R-Ohio)

S.617: Death Tax Repeal Act of 2021

Sponsor: John Thune (R-S.D.)

H.R.1319: American Rescue Plan Act of 2021

Sponsor: John Yarmuth (D-Ky.)

H.R.2286: To amend the Internal Revenue Code of 1986 to treat property transferred...

Sponsor: Bill Pascrell Jr. (D-N.J.)

S.1770: Retirement Security and Savings Act of 2021

Sponsor: Benjamin L. Cardin (D-Md.)

H.R.2954: Securing a Strong Retirement Act of 2021

Sponsor: Richard E. Neal (D-Mass.)

S.CON.RES.14: A concurrent resolution setting forth the congressional budget for the...

Sponsor: Bernard Sanders (ID-Vt.)

H.R.5376: Inflation Reduction Act of 2022

Sponsor: John Yarmuth (D-Ky.)

S.4353: RISE & SHINE Act

Sponsor: Patty Murray (D-Wash.)

H.R.5525: ENABLERS Act

Sponsor: Tom Malinowski (D-N.J.)

H.R.8152: American Data Privacy and Protection Act

Sponsor: Frank Pallone (D-N.J.)

S.3198: Registration for Index-Linked Annuities Act

Sponsor: Tina Smith (D-Minn.)

H.R.4865: Registration for Index-Linked Annuities Act

Sponsor: Alma Adams (D-N.C.)

H.R.1059: SECURE Notarization Act of 2023

Sponsor: Kelly Armstrong (R-N.D.)

H.R.1165: Data Privacy Act of 2023

Sponsor: Patrick T. McHenry (R-N.C.)

H.R.20: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Robert C. Scott (D-Va.)

S.567: Richard L. Trumka Protecting the Right to Organize Act of 2023

Sponsor: Bernard Sanders (ID-Vt.)

S.1108: Death Tax Repeal Act of 2023

Sponsor: John Thune (R-S.D.)

H.R.338: Permanently Repeal the Estate Tax Act of 2023

Sponsor: Robert E. Latta (R-Ohio)

H.R.976: TCJA Permanency Act

Sponsor: Vern Buchanan (R-Fla.)

H.R.108: Small Business Prosperity Act of 2023

Sponsor: Andy Biggs (R-Ariz.)

S.CON.RES.14: A concurrent resolution expressing the sense of Congress supporting the...

Sponsor: Tom Cotton (R-Ark.)

H.R.2676: For the 99.5 Percent Act

Sponsor: Jimmy Gomez (D-Calif.)

S.1178: For the 99.5 Percent Act

Sponsor: Bernard Sanders (ID-Vt.)

S.1706: Main Street Tax Certainty Act

Sponsor: Steve Daines (R-Mont.)

H.R.4721: Main Street Tax Certainty Act

Sponsor: Lloyd Smucker (R-Pa.)

S.794: CTPAT Pilot Program Act of 2023

Sponsor: John Cornyn (R-Texas)

H.R.2882: Further Consolidated Appropriations Act, 2024

Sponsor: Juan Ciscomani (R-Ariz.)

H.R.1979: To provide for a limitation on availability of funds for Department of...

Sponsor: Andy Biggs (R-Ariz.)

H.R.7024: Tax Relief for American Families and Workers Act of 2024

Sponsor: Jason Smith (R-Mo.)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Jeff Shapiro Chief of Staff, Rep. Adrian Smith (2007-2012); Legislative Assistant, Rep. Adrian Smith (2007); Senior Legislative Assistant, Rep. Lee Terry (2001-2003)
Jay Heimbach Special Asst. to the President for Leg. Affairs (2009-2011); Chief of Staff, Sen. Sherrod Brown (2007-2009); Office of Leg & Intergovernmental Affairs, FCC (1999-2001)
Drew Cantor Communications Director/Manager, Senate Republican Conference (2000-2003)
Ashli Palmer Floor Ops Dir, Maj Whip Jim Clyburn (2019-2020); Policy Dir, Rep. Clyburn (2014-2017); CoS, Rural Business Services Agency (USDA) (2013-2014); Senior LA, Rep. John Spratt (2009-2011); LA, Rep. Spratt (2007-2008); Office Mgr, Rep. Spratt (2002-2007)
Emily Kirlin Mbr Servs Dir, Sen. John Cornyn (2016-2018); Whip Liaison, Sen. Cornyn (2013-2016); Whip Liaison, Sen. Jon Kyl (2011-2013); Int Comms, Sen. Lamar Alexander (2011); Comms Assist, Sen. Alexander (2009-2010); Mbr Guest Rels, Sen. Alexander (2008-2009)
Jonathon Jones Chief of Staff, Sen. Tom Carper (2001-2006); Legislative Director, Sen. Tom Carper (2001)
Jan Beukelman CoS, Sen. Tom Carper (2021-2023); Asst. US Trade Representative, USTR (2021-2021); LD, Sen. Tom Carper (2019-2021); LA, Sen. Tom Carper (2014-2019); LA, Rep. Jim Matheson (2010-2014); LA, Rep. Dennis Moore (2009-2010); LC, Rep. Dennis Moore (2009)
Matt Leffingwell Mbr Servs & Coalitions Dir., House Approps Cmte (2016-2017); CoS, Rep. Kay Granger (2012-2015); Dep CoS, Rep. Granger (2010-2012); Comms Dir, Rep. Granger (2009-2010); Press Sec, Rep. Jon Porter (2007-2009); Projects Dir, Rep. Mark Kirk (2006-2007)
Kristen Harper n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Amendment
Q1 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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