2025 second_quarter Filing
Q2Income
$40K
Filed
July 22, 2025
Lobbying Activities
Taxation/Internal Revenue CodeView all
The One Big Beautiful Bill Act (H.R.1): issues related to the tax treatment of retirement savings. Implementation of SECURE 2.0 Act of 2022. Retirement Savings for Americans Act. Allowing 403(b) plans to invest in collective investment trusts. Capital gains and dividends taxation. Excise tax on corporate stock buybacks.
Contacted:HOUSE OF REPRESENTATIVES, SENATE
RetirementView all
Department of Labor QPAM proposal. Department of Labor rule on ESG investing and proxy voting.
Contacted:HOUSE OF REPRESENTATIVES, SENATE
Lobbyists (5)
MANNY ROSSMAN
STEVE STOMBRES
KYLE NEVINS
JONATHAN SLEMROD