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Reported covered position: Volunteer Legal Intern at the Department of Justice Counsel, Senator Todd Young Counsel, Office of Legal Policy, U.S. Depart Of Justice Acting Chief of Staff, Office of Legal Policy, U.S. Department of Justice General Counsel, Senator Todd Young
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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.
SMART Savings Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 · third_quarter · Q3
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Source: Senate LDA
SMART Savings Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Digital Asset Tax Certainty Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Investing in Our Communities Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Protecting Investors’ Personally Identifiable Information Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Access to Small Business Investor Capital Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Foreign Investment Guardrails to Help Thwart (FIGHT) China Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
ESG Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
STABLE Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Encouraging Public Offerings Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Fair Investment Opportunities for Professional Experts Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Middle Market IPO Cost Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Digital Asset Market Clarity Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Protecting Private Job Creators Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
ERISA Litigation Reform Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
ERISA Litigation Reform Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
ERISA Litigation Reform Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Protecting American Savers and Retirees Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Protecting American Savers and Retirees Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Catching Up Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Catching Up Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Improving Retirement Security for Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Improving Retirement Security for Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
SAFER Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Guidelines for Use, Access, and Responsible Disclosure of Financial Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
SECURE Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
SECURE Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
SECURE Data Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Digital Asset PARITY Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Digital Asset PARITY Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
HONOR Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Educators for America Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
FIGHT China Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
FIGHT China Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
LOCAL Infrastructure Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Retirement Savings for Americans Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Retirement Savings for Americans Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Retirement Savings for Americans Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Conscience Protection Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Conscience Protection Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Generating Retirement Ownership through Long-Term Holding
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Improving Disclosure for Investors Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
GENIUS Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Retirement Fairness for Charities and Educational Institutions Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Catching Up Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Catching Up Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Improving Retirement Security for Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Improving Retirement Security for Family Caregivers Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
National Defense Authorization Act for Fiscal Year 2027
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
BOASBERG Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
A bill to designate the facility of the United States Postal Service located at 16 Rev Dr Martin Luther King Drive in Willingboro, New Jersey, as the "James A. Cotten Post Office".
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
SMART Savings Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
SMART Savings Act of 2026
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Richard L. Trumka Protecting the Right to Organize Act of 2025
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Empowering States to Protect Seniors from Bad Actors Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
Empowering States to Protect Seniors from Bad Actors Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Empowering States to Protect Seniors from Bad Actors Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
LOCAL Infrastructure Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Empowering States to Protect Seniors from Bad Actors Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
Empowering States to Protect Seniors from Bad Actors Act
Client: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION · Firm: SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; S. 1526, the Retirement Savings for Americans Act; H.R. 8478/S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program; S. 5204/H.R. 10039 - The SMART Savings Act.
H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues related to energy credits under the Inflation Reduction Act; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Regulations related to Section 987; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program; H.R. 10357, the Digital Asset Tax Certainty Act; S. 5616, the Aligning Digital Assets with Principles of Taxation (ADAPT) Act; S. 5204/H.R. 10039, SMART Savings Act of 2026.
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S.4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB); SEC Innovation Exemption for the use of certain distributed ledger trading venues for tokenized NMS Stocks; SEC Regulation E-Delivery.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 · second_quarter · Q2
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S. 4291/H.R. 8273, Catching Up Family Caregivers Act of 2026; S. 4292/H.R. 8274, Improving Retirement Security for Family Caregivers Act; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21; TrumpIRA program.
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2358, Insuring Sound Guidance Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation (INVEST Act) of 2025; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025 & Senate amendments to H.R. 3633 CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; H.R. 8338, the SAFER Act; H.R. 8398, GUARD Financial Data Act; H.R. 8413, SECURE Data Act; H.R. 2246/S. 1053, FIGHT China Act: S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); H.R.__, the Modernizing Markets Through Tokenization Act of 2026 (Draft Legislative Proposal); H.R.__, the Capital Markets Technology Modernization Act of 2026 (Draft Legislative Proposal); SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; SEC exemptive relief surrounding Digital Assets; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislative proposal to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); GSE reform; Public Law 119-27, the GENIUS Act.
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089 / S. 1756 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2246/S. 1053, FIGHT China Act: H.R. 8398 Secure Data Act; H.R. 8413 GUARD Financial Data Act; S. 4784/H.R. 8800, National Defense Authorization Act for Fiscal Year 2027 (issues related to stock buybacks); S. 1877, the Improving Disclosure for Investors Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Legislation related to the municipal bond tax exemption; SEC Concept Release on Asset-Backed Securities Disclosure (Regulation AB).
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1255, Investing in Our Communities Act; H.R. 2089/S.1839, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; HR 8899, the PARITY Act: IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892; Regulations related to 871 (m); Regulations related to dual consolidated loses (DCL); BEAT (Base Erosion and Anti-Abuse Tax); Regulations regarding Qualified Derivative Payments (QDPs); Electronic furnishing of tax documents (e-delivery); Revisions to the IRS Form W-9; Trump IRA program.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2026 · first_quarter · Q1
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2025 · fourth_quarter · Q4
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax.
H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2025 · third_quarter · Q3
H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441/S. 1877, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Increasing Investor Opportunities Act; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; S. 1481, Local Infrastructure Act; S. 2281, Responsible Financial Innovation Act; Issues related to H.R.10559 - COINS Act of 2024; H.R.__, Expands Protections for Research Reports to Cover All Securities of All Issuers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; SEC No-Action Relief for SEC Rule 15c2-11; SEC approval of SROs rules limiting exchange liability; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Sovereign Debt restructuring proposals; Legislation to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); Legislation to create a market structure for digital assets; Reintroduction of the Local Infrastructure Act; GSE reform; Public Law 119-27, the GENIUS Act; Discussion Draft of Responsible Financial Innovation Act.
H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 3815 - the Improving Disclosure for Investors Act of 2024; S. 1481, Local Infrastructure Act; S. 1877, the Improving Disclosure for Investors Act of 2025; S.1053 - FIGHT China Act of 2025; SEC proposed rules to modify equity market structure; SEC proposed rule regarding the safeguarding of client assets (custody proposal); Reintroduction of the Local Infrastructure Act; Legislation related to the municipal bond tax exemption; Data privacy legislative proposals.
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21.
H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 852, Protecting the Right to Organize Act of 2025; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2025 · second_quarter · Q2
H.R. 1013/S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R, 1469, Senior Security Act of 2025; H.R. 1483, Protecting Investors Personally Identifiable Information Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R. 2225, the Access to Small Business Investor Capital Act; H.R. 2246, Foreign Investments Guardrails to Help Thwart (FIGHT) China Act; H.R. 3381, Encouraging Public Offerings of 2025; H.R. 3383, Increasing Investor Opportunities Act; H.R. 3394, Fair Investment Opportunities for Professional Experts Act; H.R. 3395, Middle Market IPO Cost Act; H.R. 3633, CLARITY Act of 2025; H.R. 3959, the Protecting Private Job Creators Act; Issues related to H.R.10559 - COINS Act of 2024; H.R.__, Expands Protections for Research Reports to Cover All Securities of All Issuers; H.R.__, Unlocking Capital for Small Business Act of 2025; S. 1582, GENIUS Act; S. 1877, the Improving Disclosure for Investors Act; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; SEC Staff Accounting Bulletin 121; SEC No-Action Relief for SEC Rule 15c2-11; SEC proposal on short sale reporting/13f-2 extension; SEC proposed rule regarding Security-based Swaps Large Position Reporting; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC proposed rule on Predictive Data Analytics; SEC proposed rules to modify equity market structure; SEC final rule related to clearing of U.S. Treasury securities; SEC CAT Fee filings by the SROs; SEC approval of SROs rules limiting exchange liability; SEC Rule 192 - Securitization Conflicts of Interest; CFPB enforcement action relating to the National Collegiate Student Loan Trusts; FDIC Brokered Deposit Proposal; FDIC Proposal to amend change in Bank Control Act Regulations; U.S. Treasury Departments Final Rule, Provisions Pertaining to U.S. Investments in Certain National Security Technologies and Products in Countries of Concern; Federal Reserve Proposal to revise its stress testing process; Congressman Fitzgerald's discussion draft GSE Reform legislation; Sovereign Debt restructuring proposals; Legislation to enhance retail investor access to private markets; Prudential agency (Federal Reserve, OCC and FDIC) proposal to implement the Basel Endgame reforms in the U.S. and congressional (U.S. House and Senate) oversight of the same, including revisions to the trading book capital rules, stress testing, capital surcharges and buffers; Legislation to create a regulatory regime for payment stablecoins (H.R. 2392, STABLE Act, and S. 394, GENIUS Act); Legislation to create a market structure for digital assets; Reintroduction of the Local Infrastructure Act; Municipal Bond Tax Exemption Preservation; Data Privacy legislative proposals.
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION via SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
2025 · first_quarter · Q1
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; H.R. 10559, COINS Act of 2024; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; GILTI; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Tax Equity Investing; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data Privacy legislative proposals.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2441, Improving Disclosure for Investors Act of 2025; H.R.10559 - COINS Act of 2024; H.R. __, Comprehensive Outbound Investment National Security Coins Act of 2024; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 3815 - the Improving Disclosure for Investors Act of 2024; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; SEC proposed rules to modify equity market structure; SEC proposed rule regarding Security-based Swaps Large Position Reporting; SEC proposed rule regarding the safeguarding of client assets (custody proposal); SEC No-Action Letter on Rule 15c2-11; Reintroduction of the Local Infrastructure Act; Legislation related to the municipal bond tax exemption; Data privacy legislative proposals; Reauthorization of the Cybersecurity and Infrastructure Security Agency; Sustainable Finance - legislative proposals related to Environmental, Social, and Governance considerations in investment decisions.
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Pass Through Entity Tax; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to excise tax on certain remittances.
H.R. 20, Protecting the Right to Organize Act of 2025; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; H. J. Res 142, Providing for congressional disapproval of the Department of Labor fiduciary rule; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 852, Protecting the Right to Organize Act of 2025; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; SEC proposed rule regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Public Law 117-328 - Consolidated Appropriations Law (SECURE 2.0 retirement provisions); Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Small business tax credit for financial literacy; MAGA/Trump accounts in H.R. 1 (the One Big Beautiful Bill Act); New Code Y for Qualified Charitable Distributions on forms 1099-R and 5498.
Filing targets: Commodity Futures Trading Commission (CFTC), Executive Office of the President (EOP), Federal Deposit Insurance Corporation (FDIC), Federal Housing Finance Agency (FHFA), Federal Reserve System, HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Labor, Dept of (DOL), Natl Economic Council (NEC), Natl Security Council (NSC), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of