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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2026 · second_quarter · Q2
Tax Issues for Investment Advisers
Retirement Issues for Investment Advisers
Source: Senate LDA
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery Digital Assets Artificial Intelligence Data Privacy
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2026 · first_quarter · Q1
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery Digital Assets Artificial Intelligence Data Privacy
Retirement Issues for Investment Advisers
Tax Issues for Investment Advisers
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2025 · fourth_quarter · Q4
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery
Tax Issues for Investment Advisers
Retirement Issues for Investment Advisers
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2025 · third_quarter · Q3
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery
Tax Issues for Investment Advisers
Retirement Issues for Investment Advisers
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2025 · second_quarter · Q2
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery
Tax Issues for Investment Advisers
Retirement Issues for Investment Advisers
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2025 · first_quarter · Q1
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery
Tax Issues for Investment Advisers
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2024 · fourth_quarter · Q4
Definition "accredited investor" SEC definition of small business entity under RegFlex Act Electronic delivery
deductibility of investment advisory fees eligibility of advisory firms for 199A pass-through benefit savings/retirement
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2024 · fourth_quarter · RA
deductibility of investment advisory fees eligibility of advisory firms for pass-through benefit savings/retirement small business E-delivery
INVESTMENT ADVISER ASSOCIATION via INVESTMENT ADVISER ASSOCIATION
2024 · fourth_quarter · RA
retirement savings TCJA tax cliff advisory fee deductibility accredited investor definition 1940 Investment Advisers Act