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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.
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Source: Senate LDA
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
MADE in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. S. 2082, MADE in America Act, all provisions. Issues relating to 401(k) defined contributions.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Issues pertaining to Basel III Endgame. Issues relating to capital requirements applicable to banking organizations with total assets of $100 billion or more. Issues related to regulatory capital calculation and calculation of risk-weighted assets across large banking institutions.
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act).
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Parity for non-traded REITs and Business Development Companies (BDCs). Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. S. 2082, MADE in America Act, all provisions. Issues relating to 401(k) defined contributions.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of