2025 first_quarter Filing

Issues related to crypto & digital assets including digital assets market structure initiatives and Stablecoins legislation including S. 919, the Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025 (GENIUS) Act and H.R. 2392, the Stablecoin Transparency and Accountability for a Better Ledger Economy Act of 2025 (STABLE) Act Extension of the Tax Cuts and Jobs Act (JCTA) including the corporate tax rate, the stock buyback excise tax, and corporate State and Local Tax (SALT) proposals. Restrictions on outbound investments to China Retail investor access to alternative investments & private markets, including reintroduction of the Increasing Investor Opportunities Act Accredited investor reform initiatives E-delivery initiatives including H.R. 2441, the Improving Disclosure for Investors Act and Senate proposals Retirement security initiatives, including S. 424 and H.R. 1013, the Retirement Fairness for Charities and Educational Institutions Retirement savings tax incentives including tax deferral for individuals participating in voluntary, employer provided retirement plans and IRAs Congressional oversight of ESG investing including proxy voting by asset managers