PFM FINANCIAL ADVISORS LLC — Lobbying Disclosure | Poliscope

PFM FINANCIAL ADVISORS LLC

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Lobbying Spend

—

Filings

Firms Hired

Active Period

2019–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	—	1	1
2025	—	4	1
2024	—	4	1
2023	—	4	1
2022	—	4	1
2021	—	6	2
2020	—	4	1
2019	—	2	1

Hired Firms

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
COZEN O'CONNOR PUBLIC STRATEGIES	—	21
CAPITOL COUNSEL LLC	—	8

Government Bodies Lobbied

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	25
SENATE	24
Internal Revenue Service (IRS)	2
Housing & Urban Development, Dept of (HUD)	1

Top Issues

Most frequently reported lobbying issues

Issue Code	Description	Reports
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	27

Bills Explicitly Cited (25)

Bill numbers found in source-reported LDA specific issue text; broad topic matches are excluded

H.R. 1837118th Congress

Investing in Our Communities Act

2024 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $10,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2024 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $10,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2024 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $10,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2024 · first_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $10,000

Matched citations: H.R. 1837

Show 21 more cited filings

H.R. 1837118th Congress

Investing in Our Communities Act

2023 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2023 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2023 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 1837

H.R. 1837118th Congress

Investing in Our Communities Act

2023 · first_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 1837 - the Investing in Our Communities Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 1837

H.R. 2288117th Congress

Investing in Our Communities Act

2022 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2022 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds, municipal finance accounting standards, and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2022 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2022 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2022 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2022 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2022 · first_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2022 · first_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and The Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2021 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and the Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2021 · fourth_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, S. 479 - the LOCAL Infrastructure Act, and the Build Back Better Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2021 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2021 · third_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2021 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: H.R. 2288

S. 479117th Congress

LOCAL Infrastructure Act

2021 · second_quarter · Firm: COZEN O'CONNOR PUBLIC STRATEGIES

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R. 2288 - the Investing in Our Communities Act, and S. 479 - the LOCAL Infrastructure Act

Client expense: — · Firm income: $20,000

Matched citations: S. 479

H.R. 2288117th Congress

Investing in Our Communities Act

2021 · first_quarter · Firm: CAPITOL COUNSEL LLC

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R.2288 - the Investing in Our Communities Act, and S.479 - the LOCAL Infrastructure Act.

Client expense: — · Firm income: $20,000

Matched citations: H.R.2288

S. 479117th Congress

LOCAL Infrastructure Act

2021 · first_quarter · Firm: CAPITOL COUNSEL LLC

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R.2288 - the Investing in Our Communities Act, and S.479 - the LOCAL Infrastructure Act.

Client expense: — · Firm income: $20,000

Matched citations: S.479

H.R. 2772116th Congress

Investing in Our Communities Act

2020 · fourth_quarter · Firm: CAPITOL COUNSEL LLC

Open original LDA filing ↗

Cited source text and reported amounts

Legislative proposals related to tax exempt municipal bonds and the restoration of tax exempt advance refunding bonds, including H.R.2772 - the Investing in Our Communities Act, and S.4129 - the LOCAL Infrastructure Act.

Client expense: — · Firm income: $20,000

Matched citations: H.R.2772

Source: Senate LDA