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Generating Retirement Ownership through Long-Term Holding
Legislative Progress
Momentum (last 30 days)
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0 actions · 0 new cosponsors · 0 votes
Speed vs cohort
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0d open
vs 5,674 other S bills in the 119th — cohort avg 32d
No CRS summary is available for this bill yet. The source title, actions, sponsors, and text versions below come from Congress.gov.
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Filing registrants (17)
Read twice and referred to the Committee on Finance.
Introduced in Senate
Bills with similar content found using semantic analysis.
Sources: Congress.gov
2026 · third_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE) Act (H.R. 6985/S. 2230) Capital Gains Inflation Relief Act of 2025 (S. 798) Issues realted to indexing the cost basis of capital gains taxes to account for inflation Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) H.R.1834 - Breaking the Gridlock Act Barcode Automation for Revenue Collection to Organize Disbursement and Enhance (BARCODE) Efficiency Act - H.R.6956 Issues related to implementations of 199(a) qualified business income deduction
Client expense: $80,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · third_quarter · Retirement
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $690,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill H.R. 9813 - To amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill S. 4279 - Protecting Proper Life Insurance from Abuse Act; entire bill S. 5040 - A bill to amend the Internal Revenue Code of 1986 to impose limitations on high-income taxpayers with large retirement account balances; entire bill
Client expense: $340,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $370,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 33/S. 199, United States-Taiwan Expedited Double-Tax Relief Act H.R. 684, Protecting American Savers and Retirees Act H.R. 1177/S. 492, Improve and Enhance the Work Opportunity Tax Credit Act H.R. 1340/S. 3332, More Homes on the Market Act H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding H.R. 2854/S. 1686, Neighborhood Homes Investment Act H.R. 2940/S. 4506, Advancing Water Reuse Act H.R. 6055/S. 1642, Strengthening Essential Manufacturing and Industrial (SEMI) Investment Act H.R. 7450/S. 3605, Disaster Zone Energy Affordability and Investment Act H.R. 8101/S. 4221, Ensuring Better Interest Treatment and Deductibility Act (EBITDA) H.R. 8624/S. 4463, Workforce Apprenticeship Growth and Education Support (WAGES) Act of 2026 H.R. 8714, Skill Savings Account Act of 2026 H.R. 8780/S. 5330, Critical Mineral and Extraction Tax Parity Act H.R. 9012/S. 5366, the Affordable Housing Credit Carryback Act S. 796, Book Minimum Tax Repeal Act S. 5441, Taxpayer Assistance and Service (TAS) Act H.R. Res. 1383, Commemorating the one-year anniversary of the enactment of the Working Families Tax Cuts Potential legislation to extend and expand the advanced manufacturing investment credit in section 48D of the Internal Revenue Code Potential legislation to address the federal income tax treatment of cryptocurrency and other digital asset transactions Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022, (89 Fed. Reg. 75,062-75,243, September 13, 2024) (as corrected by 89 Fed. Reg. 104,909-104,915, December 26, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Allocation and Apportionment of Deductions to Foreign Source Section 951A Category Income and Deduction Eligible Income, (91 Fed. Reg. 57,832-57,841, September 11, 2026) Interim Guidance on Special Depreciation Allowance for Qualified Production Property, I.R.S. Notice 2026-16, 2026-11 I.R.B. 685 Various issues relating to implementation and administration of the major business and international tax provisions in the One Big Beautiful Bill Act (Pub. L. 119-21); implementation of the employer-provided child care credit in section 45F of the Internal Revenue Code, as amended by the One Big Beautiful Bill Act (Pub. L. 119-21); Department of the Treasurys approach to tax deregulation; implementation of the OECD-brokered side-by-side arrangement to exempt U.S.-headquartered companies from Pillar Twos Global Anti-Base Erosion (GLoBE) Rules; U.S. reengagement in a constructive dialogue on the taxation of the digital economy; Government of Belgiums consideration of a digital services tax; Polish Ministry of Digital Affairs draft legislation to introduce a 3% digital services tax; extraterritorial application of Australias new public country-by-country reporting (PCBCR) regime to U.S. companies; tax audit and enforcement practices of Mexicos Tax Administration Service (SAT) and Italys Milan Public Prosecutor (MPP); withdrawal or suspension of the Financial Accounting Standards Boards Accounting Standards Update 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures
Client expense: $16,480,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2026 · third_quarter · Taxation/Internal Revenue Code
Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Client expense: $1,511,303 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2026 · third_quarter · Financial Institutions/Investments/Securities
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $328,297 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
2026 · third_quarter · Banking
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2026 · third_quarter · Financial Institutions/Investments/Securities
General issues related to life insurance; Issues related to data privacy; Issues related to electronic delivery (e-delivery); Issues related to H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Longer-Term Holding (GROWTH) Act; Issues related to H.R. 8338 - SAFER Act of 2026.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · third_quarter · Retirement
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013 / S. 424) The SAFER Act (H.R. 8338) DOL Proposal on Fiduciary Duties in Selecting Designated Investment Alternatives Lifetime income options
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2026 · third_quarter · Financial Institutions/Investments/Securities
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013 / S. 424) The SAFER Act (H.R. 8338) DOL Proposal on Fiduciary Duties in Selecting Designated Investment Alternatives Lifetime income options
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2026 · third_quarter · Taxation/Internal Revenue Code
- General tax reform - Issues related the the municipal bond tax exemption - Issues related to Section 199A deductions - Issues related to financial transaction tax - H.R 1, One Big Beautiful Bill Act - Issues relating to the expansion of 529 plans - H.R.2089 and S.1839, Generating Retirement Ownership Through Long-Term Holding Act of 2025 (GROWTH Act) - Issues relating to Trump accounts (EO 14403)
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · third_quarter · Taxation/Internal Revenue Code
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Client expense: $1,810,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · third_quarter · Financial Institutions/Investments/Securities
Comment letter on proposed SEC e-delivery rule File Number S7-2026-25 H.R. 2089/S. 1839 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act
Client expense: $10,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2026 · second_quarter · Retirement
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; S.4292/H.R. 8274 - Improving Retirement Security for Family Caregivers Act; S.4291/H.R. 8273 - Catching Up Family Caregivers Act; and related advocacy to expand retirement savings opportunities for caregivers.
Client expense: $1,480,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 33/S. 199, United States-Taiwan Expedited Double-Tax Relief Act H.R. 684, Protecting American Savers and Retirees Act H.R. 1177/S. 492, Improve and Enhance the Work Opportunity Tax Credit Act H.R. 1340/S. 3332, More Homes on the Market Act H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding H.R. 2854/S. 1686, Neighborhood Homes Investment Act H.R. 2940/S. 4506, Advancing Water Reuse Act H.R. 6055/S. 1642, Strengthening Essential Manufacturing and Industrial (SEMI) Investment Act H.R. 7450/S. 3605, Disaster Zone Energy Affordability and Investment Act H.R. 8101/S. 4221, Ensuring Better Interest Treatment and Deductibility Act (EBITDA) H.R. 8624/S. 4463, Workforce Apprenticeship Growth and Education Support (WAGES) Act of 2026 H.R. 8714, Skill Savings Account Act of 2026 H.R. 8780, Critical Mineral and Extraction Tax Parity Act S. 796, Book Minimum Tax Repeal Act S. 1605, International Competition for American Jobs Act S. 3931, Taxpayer Assistance and Service (TAS) Act Potential legislation to extend and expand the advanced manufacturing investment credit in section 48D of the Internal Revenue Code Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022, (89 Fed. Reg. 75,062-75,243, Sept. 13, 2024) (as corrected by 89 Fed. Reg. 104,909-104,915, Dec. 26, 2024) Proposed Rule, Department of the Treasury, Internal Revenue Service: Section 45Z Clean Fuel Production Credit, (91 Fed. Reg. 5,160-5,207, Feb. 4, 2026) Interim Guidance on Special Depreciation Allowance for Qualified Production Property, I.R.S. Notice 2026-16, 2026-11 I.R.B. 685 Recommendations for Items to be Included on the 2026-2027 Priority Guidance Plan, I.R.S. Notice 2026-23, 2026-15 I.R.B. 804 Various issues relating to implementation and administration of the major business and international tax provisions in the One Big Beautiful Bill Act (Pub. L. 119-21); Internal Revenue Code; clean fuel production credit section 45Z; implementation of the Inflation Reduction Act of 2022 (P. L. 117-169); Department of the Treasurys approach to tax deregulation; implementation of the OECD-brokered side-by-side arrangement to exempt U.S.-headquartered companies from Pillar Twos global minimum tax rules; Government of Belgiums consideration of a digital services tax; extraterritorial application of Australias new public country-by-country reporting (PCBCR) regime to U.S. companies; renewed multilateral dialogue on the taxation of the digital economy; withdrawal or suspension of the Financial Accounting Standards Boards Accounting Standards Update 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures; tax audit and enforcement practices of Mexicos Tax Administration Service (SAT) and Italys Milan Public Prosecutor (MPP)
Client expense: $16,950,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
Digital asset taxation, including the relevant provisions of H.R.8899, the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation, and Yields Act; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act; tax reform legislation.
Client expense: $660,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE) Act (H.R. 6985/S. 2230) Capital Gains Inflation Relief Act of 2025 (S. 798) Issues realted to indexing the cost basis of capital gains taxes to account for inflation Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) H.R.1834 - Breaking the Gridlock Act Barcode Automation for Revenue Collection to Organize Disbursement and Enhance (BARCODE) Efficiency Act - H.R.6956 Issues related to implementations of 199(a) qualified business income deduction
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Client expense: $280,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Banking
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (S.3671)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
2026 · second_quarter · Taxation/Internal Revenue Code
Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Retirement
Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act.
Client expense: Not reported · Firm income: $70,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
S. 1526, Retirement Savings for Americans Act of 2025 S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S. 2207, To amend the IRC of 1986 to reform the treatment of digital assets S. 4498, ABLE Tomorrow Act H.R. 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act H.R. 2696, Retirement Savings for Americans Act of 2025 H.R. 8899, Digital Asset PARITY Act P.L. 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules E.O. Promoting Retirement-Savings Access for American Workers by Establishing TrumpIRA.gov Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Client expense: $1,190,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of, White House Office
2026 · second_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
General issues related to life insurance; Issues related to data privacy; Issues related to electronic delivery (e-delivery); Issues related to H.R. 3383 - Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Longer-Term Holding (GROWTH) Act; Issues related to H.R. 8338 - SAFER Act of 2026.
Client expense: Not reported · Firm income: $60,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $390,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
Independent Contractor Status - the Modern Worker Empowerment Act (HR 1319), the Department of Labor's Rule on Independent Contractor Classification under the FLSA;SEC Regulation Best Interest; payments of commissions to ensemble practices and the Clarity for Compensation Act (HR 7187); the Financial Exploitation Prevention Act (HR 2478, S2228); the GROWTH Act (HR 2089, S 1839); regulation by enforcement; tax provisions, including extension of the Tax Cuts and Jobs Act of 2017 such as the 199A pass through deduction and restoring the tax deductibility of advisory fees.
Client expense: $320,562 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC)
2026 · second_quarter · Retirement
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013 / S. 424) Emergency Savings Enhancement Act of 2025 (H.R. 6417 / S. 3333) The CLARITY Act (Digital Asset Market Clarity Act of 2025 (H.R. 3633)) Expanding Regulated Investment Company (RIC) eligibility to include 33 Act funds Trump (kid) Accounts Trump IRAs DOL Proposal on Fiduciary Duties in Selecting Designated Investment Alternatives
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2026 · second_quarter · Financial Institutions/Investments/Securities
The Generating Retirement Ownership through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) The Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025 (H.R. 3383) Retirement Fairness for Charities and Educational Institutions Act (H.R. 1013 / S. 424) Emergency Savings Enhancement Act of 2025 (H.R. 6417 / S. 3333) The CLARITY Act (Digital Asset Market Clarity Act of 2025 (H.R. 3633)) Expanding Regulated Investment Company (RIC) eligibility to include 33 Act funds Trump (kid) Accounts Trump IRAs DOL Proposal on Fiduciary Duties in Selecting Designated Investment Alternatives
Client expense: $30,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2026 · second_quarter · Taxation/Internal Revenue Code
- General tax reform - Issues related the the municipal bond tax exemption - Issues related to Section 199A deductions - Issues related to financial transaction tax - One Big Beautiful Bill Act - Issues relating to the expansion of 529 plans - H.R.2089 and S.1839, Generating Retirement Ownership Through Long-Term Holding Act of 2025 (GROWTH Act)
Client expense: $90,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 33/S. 199, United States-Taiwan Expedited Double-Tax Relief Act H.R. 684, Protecting American Savers and Retirees Act H.R. 703/S. 213, Main Street Tax Certainty Act H.R. 1177/S. 492, Improve and Enhance the Work Opportunity Tax Credit Act H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding H.R. 2940, Advancing Water Reuse Act H.R. 6055/S. 1642, Strengthening Essential Manufacturing and Industrial (SEMI) Investment Act H.R. 6956/S. 452, BARCODE Efficiency Act H.R. 7450/S. 3605, Disaster Zone Energy Affordability and Investment Act H.R. 8101/S. 4221, Ensuring Better Interest Treatment and Deductibility Act (EBITDA) S. 796, Book Minimum Tax Repeal Act S. 1605, International Competition for American Jobs Act S. 4071, Child Care Tax Benefit Outreach and Assistance Act H.J. Res. 142/S.J. Res. 102, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022, (89 Fed. Reg. 75,062-75,243, Sept. 13, 2024) (as corrected by 89 Fed. Reg. 104,909-104,915, Dec. 26, 2024) Various issues relating to potential modifications to the gasoline tax, including waiving or temporary suspension; implementation and administration of the major business and international tax provisions in the One Big Beautiful Bill Act (P.L. 119-21); implementation of the Corporate Transparency Act (CTA) under the National Defense Authorization Act for Fiscal Year 2021; Digital Services Taxes (DSTs); implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 (P.L. 119-78); implementation of the OECD-brokered side-by-side arrangement to exempt U.S.-headquartered companies from Pillar Twos global minimum tax rules; Undertaxed Profit Rule (UTPR) established by Council Directive (EU) 2022/2523 of December 14, 2022; Polish Ministry of Digital Affairs proposal to adopt a discriminatory 3% digital services tax (DST) on select sectors of the digital economy; the extraterritorial application of Australias new public country-by-country reporting (PCBCR) regime to U.S. companies; renewed multilateral dialogue on the taxation of the digital economy; addressing the tax audit and enforcement practices of Mexicos Tax Administration Service (SAT) and Italys Milan Public Prosecutor (MPP); Financial Accounting Standards Board (FASB), Accounting Standards Update 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures
Client expense: $19,750,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2026 · second_quarter · Taxation/Internal Revenue Code
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Client expense: $1,930,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
2026 · first_quarter · Taxation/Internal Revenue Code
Facilitating Useful Loss Limitations to Help Our Unique Service Economy (FULL HOUSE) Act (H.R. 6985/S. 2230) Capital Gains Inflation Relief Act of 2025 (S. 798) Issues realted to indexing the cost basis of capital gains taxes to account for inflation Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act (H.R. 2089/S. 1839) H.R.1834 - Breaking the Gridlock Act Barcode Automation for Revenue Collection to Organize Disbursement and Enhance (BARCODE) Efficiency Act - H.R.6956
Client expense: $70,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
2026 · first_quarter · Retirement
Issues related to retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.
Client expense: $930,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 33/S. 199, United States-Taiwan Expedited Double-Tax Relief Act H.R. 684, Protecting American Savers and Retirees Act H.R. 703/S. 213, Main Street Tax Certainty Act H.R. 1177/S. 492, Improve and Enhance the Work Opportunity Tax Credit Act H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding H.R. 2940, Advancing Water Reuse Act H.R. 6055/S. 1642, Strengthening Essential Manufacturing and Industrial (SEMI) Investment Act H.R. 6956/S. 452, BARCODE Efficiency Act H.R. 7450/S. 3605, Disaster Zone Energy Affordability and Investment Act H.R. 8101/S. 4221, Ensuring Better Interest Treatment and Deductibility Act (EBITDA) S. 796, Book Minimum Tax Repeal Act S. 1605, International Competition for American Jobs Act S. 4071, Child Care Tax Benefit Outreach and Assistance Act H.J. Res. 142/S.J. Res. 102, Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 Proposed Rule, Department of the Treasury, Internal Revenue Service: Corporate Alternative Minimum Tax Applicable After 2022, (89 Fed. Reg. 75,062-75,243, Sept. 13, 2024) (as corrected by 89 Fed. Reg. 104,909-104,915, Dec. 26, 2024) Various issues relating to potential modifications to the gasoline tax, including waiving or temporary suspension; implementation and administration of the major business and international tax provisions in the One Big Beautiful Bill Act (P.L. 119-21); implementation of the Corporate Transparency Act (CTA) under the National Defense Authorization Act for Fiscal Year 2021; Digital Services Taxes (DSTs); implementation of the One Big Beautiful Bill Act, (P.L. 119-21); implementation of Disapproving the action of the District of Columbia Council in approving the D.C. Income and Franchise Tax Conformity and Revision Temporary Amendment Act of 2025 (P.L. 119-78); implementation of the OECD-brokered side-by-side arrangement to exempt U.S.-headquartered companies from Pillar Twos global minimum tax rules; Undertaxed Profit Rule (UTPR) established by Council Directive (EU) 2022/2523 of December 14, 2022; Polish Ministry of Digital Affairs proposal to adopt a discriminatory 3% digital services tax (DST) on select sectors of the digital economy; the extraterritorial application of Australias new public country-by-country reporting (PCBCR) regime to U.S. companies; renewed multilateral dialogue on the taxation of the digital economy; addressing the tax audit and enforcement practices of Mexicos Tax Administration Service (SAT) and Italys Milan Public Prosecutor (MPP); Financial Accounting Standards Board (FASB), Accounting Standards Update 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures
Client expense: $19,750,000 · Firm income: Not reported
Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, U.S. Trade Representative (USTR)
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 2089 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill H.R. 2547 - Secure Family Futures Act; entire bill S. 1335 - Secure Family Futures Act; entire bill S. 1839 - Generating Retirement Ownership through Long-Term Holding (GROWTH); entire bill
Client expense: $520,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
H.R. 2547/S. 1335, Secure Family Futures Act of 2025; H.R. 2089/S. 1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act of 2025.
Client expense: $740,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $20,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
S 1526, Retirement Savings for Americans Act of 2025 S 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act S 2207, To amend the IRC of 1986 to reform the treatment of digital assets HR 2089, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act HR 2696, Retirement Savings for Americans Act of 2025 Digital Asset PARITY Act PL 119-21, Trump Accounts implementation Australia Public Country-by-Country Reporting Digital Asset Wash Sale rules Grantor Trusts IRC section 852(b)(6) Regulated Investment Company asset diversification requirements and good income test Saver's Match expansion Tax deferral of retirement contributions
Client expense: $1,290,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of, White House Office
2026 · first_quarter · Financial Institutions/Investments/Securities
H.R. 2089, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment, and S.1839, Generating Retirement Ownership through Long-Term Holding, all provisions relating to mutual funds tax treatment.
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Retirement
Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act.
Client expense: Not reported · Firm income: $50,000
Government targets: SENATE
2026 · first_quarter · Taxation/Internal Revenue Code
Issues related to taxation of financial products; Issues related to H.R. 2089/S. 1839 - Generating Retirement Ownership through Long-Term Holding Act; Issues related to retirement policy.
Client expense: Not reported · Firm income: $50,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Retirement
H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 H.R. 3383 - Increasing Investor Opportunities Act [INVEST Act] H.R. 6084 - ERISA Litigation Reform Act S. 1831 - AutoReenrollActof2025 H.R.6417 and S.3333 Emergency Savings Enhancement Act of 2025 Private assets in DC plans Retirement income options Trump accounts
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
2026 · first_quarter · Financial Institutions/Investments/Securities
H.R. 2089 and S. 1839, Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act. S. 424 , the Retirement Fairness for Charities and Education Institutions Act of 2025 H.R. 3383 - Increasing Investor Opportunities Act [INVEST Act] H.R. 6084 - ERISA Litigation Reform Act S. 1831 - AutoReenrollActof2025 H.R.6417 and S.3333 Emergency Savings Enhancement Act of 2025 Private assets in DC plans Retirement income options Trump accounts
Client expense: $40,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE
Digital asset taxation; tax treatment of financial products, including the relevant provisions of H.R.2089, the Generating Retirement Ownership through Long-Term Holding Act, and S.1839, the Generating Retirement Ownership through Long-Term Holding Act.
Client expense: $840,000 · Firm income: Not reported
Government targets: HOUSE OF REPRESENTATIVES, SENATE
2026 · first_quarter · Banking
Generating Retirement Ownership through Long-Term Holding Act (S. 1839) Retirement Fairness for Charities and Educational Institutions Act of 2025 (S. 424) Improving Disclosure for Investors Act (S.1877) Increasing Investor Opportunities Act (no bill number)
Client expense: Not reported · Firm income: $30,000
Government targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)