2025 first_quarter Filing

Income

$50K

Filed

April 21, 2025

Lobbying Activities

Taxation/Internal Revenue CodeView all

Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.

Contacted:HOUSE OF REPRESENTATIVES, SENATE

RetirementView all

Pension issues affecting municipal bonds or public pensions. Proposals related to unclaimed retirement savings. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 ( P.L. 117-328).

SENATE, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL)

Lobbyists (8)

mr MATTHEW B HOEKSTRA

LAURA M SIMMONS

Advisor, Office of Legislative Affairs, Dept of Homeland Security

CHRISTOPHER E. WILCOX

LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings

mr ANTHONY J RODA