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Reported covered position: Senior Counsel and Director, SEC Office of Legislative/Government Affairs; Tax Counsel, Rep. Tim Griffin; Senior Advisor, Rep. French Hill; Counsel, House Committee on Financial Services
How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America Act of 2025.
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America Act of 2025.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2026 · second_quarter · 2T
Retirement investment in private assets--Tax-favored retirement accounts.
Retirement investment in private assets--Tax-favored retirement accounts.
Source: Senate LDA
Equal Opportunity for All Investors Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Equal Opportunity for All Investors Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Improving Capital Allocation for Newcomers Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Improving Capital Allocation for Newcomers Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695--Small Business Investment Act of 2025), research and development (H.R. 1990--American Innovation and R&D Competitiveness Act of 2025), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
American Innovation and R&D Competitiveness Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
American Innovation and R&D Competitiveness Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
American Innovation and R&D Competitiveness Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695--Small Business Investment Act of 2025), research and development (H.R. 1990--American Innovation and R&D Competitiveness Act of 2025), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Investing in All of America Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Equal Opportunity for All Investors Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Equal Opportunity for All Investors Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Equal Opportunity for All Investors Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R.__, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R.__, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R.__, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R.__, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R.__, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R.__, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R.__, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R.__, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Improving Capital Allocation for Newcomers Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
Improving Capital Allocation for Newcomers Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Developing and Empowering our Aspiring Leaders Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695--Small Business Investment Act of 2025), research and development (H.R. 1990--American Innovation and R&D Competitiveness Act of 2025), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Small Business Investment Act of 2025
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Access to Small Business Information Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Accredited Investor Definition Review Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Improving Disclosure for Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Developing and Empowering our Aspiring Leaders Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Unlocking Capital for Small Businesses Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Gig Worker Equity Compensation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Small Business Investment Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Equal Opportunity for All Investors Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Expanding Access to Capital Act of 2023
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Tax Relief for American Families and Workers Act of 2024
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Fair Investment Opportunities for Professional Experts Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America Act of 2025.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act of 2025); S. 3351, Developing and Empowering Our Aspiring Leaders Act of 2025.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2026 · first_quarter · Q1
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America Act of 2025.
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally. H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act of 2025; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act of 2025; S. 3351, the Developing and Empowering Our Aspiring Leaders (DEAL) Act of 2025.
Retirement investment in private assets--Tax-favored retirement accounts.
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2025 · fourth_quarter · Q4
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025; H.R. 3383, the Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST) Act; S. 3351, Developing and Empowering Our Aspiring Leaders (DEAL) Act
Retirement investment in private assets--Tax-favored retirement accounts
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2025 · third_quarter · Q3
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R. 4431, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R. 4429, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2025 · second_quarter · Q2
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally H.R.__, the Improving Capital Allocation for Newcomers (ICAN) Act of 2025; H.R.__, the Developing and Empowering our Aspiring Leaders (DEAL) Act; H.R. 3383, the Increasing Investor Opportunities Act; H.R. 3394, the Fair Investment Opportunities for Professional Experts Act; H.R. 3348, the Accredited Investor Definition Review Act; H.R. 3339, the Equal Opportunity for All Investors Act of 2025
H.R. 1, One Big Beautiful Bill Act; Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695), research and development (H.R. 1990), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2025 · first_quarter · Q1
Policy related to expanding investor access to private markets, capital formation, and modernizing private markets regulation--Private markets & capital formation generally
Tax policy to support the innovation ecosystem, centered around qualified small business stock (H.R. 1199/S. 695--Small Business Investment Act of 2025), research and development (H.R. 1990--American Innovation and R&D Competitiveness Act of 2025), net operating losses, carried interest--IRC code Retirement investment in private assets--Tax-favored retirement accounts
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · fourth_quarter · Q4
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · third_quarter · Q3
S. 5139, the Empowering Main Street in America Act H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · second_quarter · Q2
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R. 2799, the Expanding Access to Capital Act of 2023 H.R. 2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2024 · first_quarter · Q1
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; H.R. 7024 - Tax Relief for American Families and Workers Act of 2024--IRC section 174 Amortization of research and experimental expenditures
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · fourth_quarter · Q4
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021)
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · third_quarter · Q3
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act: Pub. L. No. 116-283 (January 1, 2021) Private markets & capital formation generally
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · second_quarter · Q2
H.R. 835, the Fair Investment Opportunities for Professional Experts Act H.R. 1579, the Accredited Investor Definition Review Act H.R. 1548, the Improving Access to Small Business Information Act H.R. 2797, the Equal Opportunity for All Investors Act H.R. 1807, the Improving Disclosure for Investors Act of 2023 H.R. 2796, the Promoting Opportunities for Non-Traditional Capital Formation Act H.R. 2799, the Expanding Access to Capital Act H.R. 2612, the Gig Worker Equity Compensation Act H.R. 2579, the Developing and Empowering our Aspiring Leaders Act of 2023 H.R.2799, the Expanding Access to Capital Act of 2023 H.R.2590, the Unlocking Capital for Small Businesses Act of 2023 Corporate Transparency Act Private markets & capital formation generally Retirement investment in private/alternative assets
H.R. 2611, Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 2767, Small Business Investment Act of 2023 IRC section 83(b) Election to include in gross income in year of transfer section 422 Incentive stock options section 173 Amort. of research and experimental expenditures
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2023 · first_quarter · Q1
Private markets & capital formation generally Retirement investment in private/alternative assets
IRC section 83(b) IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · 4A
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · Q4
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · third_quarter · Q3
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · second_quarter · Q2
Capital markets generally H.R. 4521--America Creating Opportunities for Manufacturing, Pre-Eminence in Technology, and Economic Strength Act of 2022 (America COMPETES Act) Retirement investment in private assets
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · first_quarter · Q1
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act--83(b) election process
Capital markets generally
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · third_quarter · Q3
Educate Members of Congress on issues related to private and public securities markets, capital formation, and fund investment and retail investor access. Educate Members on efforts to include diversity and equality in equity compensation. Monitor data security and privacy policy developments. Educate policymakers on bank secrecy act implementation.
Monitor and engage members on policy for retirement security.
Engage Members on tax treatment of equity compensation for employees; qualified small business stock treatment, and IRA provisions; tax filing process related to matters such as 83(b) elections. Engage members on tax policy related to startup operations and investment capital, some of which is standalone or considered as part of the larger infrastructure package. H.R. 5376, The Build Back Better Act
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · second_quarter · Q2
Educate Members of Congress on issues related to private and public securities markets, capital formation, and fund investment and retail investor access. Educate Members on efforts to include diversity and equality in equity compensation. Monitor data security and privacy policy developments. Educate policymakers on bank secrecy act implementation.
Engage Members on tax treatment of equity compensation for employees; tax filing process related to matters such as 83(b) elections. Engage Members on tax policy related to startup operations and investment capital, some of which is standalone or considered as part of the later infrastructure package.
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · second_quarter · RR
Capital markets and market structure Capital formation Investor access and protections Taxation Data privacy and data security Financial technology regulation and policy Financial products Diversity and Inclusion
Policy to maintain and expand the small business investment company program, including H.R. 2066, Investing in All of America.
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Filing targets: Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Monitor and engage members on policy for retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of