2025 fourth_quarter Filing
Q4Lobbying Activities
Issues related to municipal securities regulations; banking issues related to marijuana policies.
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. Proposals to expand 529 plan qualified uses to include credentialing programs, and extend 529A ABLE provisions set to expire in 2026; and implementation of and guidance on related provisions enacted in PL 119-21. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.