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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.
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · 4A
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Source: Senate LDA
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Securing a Strong Retirement Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
United States Innovation and Competition Act of 2021
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Capital markets generally H.R. 4521--America Creating Opportunities for Manufacturing, Pre-Eminence in Technology, and Economic Strength Act of 2022 (America COMPETES Act) Retirement investment in private assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
U.S.A. Beef Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act--83(b) election process
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act--83(b) election process
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Eliminating Paperwork for Startups Act
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs
Inflation Reduction Act of 2022
Client: ESHARES, INC. D/B/A CARTA, INC. · Firm: ESHARES, INC. D/B/A CARTA, INC.
Engage Members on tax treatment of equity compensation for employees; qualified small business stock treatment, and IRA provisions; tax filing process related to matters such as 83(b) elections. Engage members on tax policy related to startup operations and investment capital, some of which is standalone or considered as part of the larger infrastructure package. H.R. 5376, The Build Back Better Act
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · fourth_quarter · Q4
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · third_quarter · Q3
H.R. 2954--Securing a Strong Retirement Act of 2022--Limiting cessation of IRA treatment to portion of account involved in a prohibited transaction H.R. 7090--Eliminating Paperwork for Startups Act--IRC section 83(b) H.R. 5376--Inflation Reduction Act--IRC section 1202: Qualified Small Business Stock treatment; Retirement investment in private assets 2022-2023 Priority Guidance Plan (Notice 2022-21)--IRC section 83(b) Election to include in gross income in year of transfer; section 422 Incentive stock options; section 173 Amort. of research and experimental expenditures; and Notice 2014-21 Taxation of virtual currency transactions
Private markets generally H.R. 4973--Retirement Savings Modernization Act--Retirement investment in private/alternative assets
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · second_quarter · Q2
Capital markets generally H.R. 4521--America Creating Opportunities for Manufacturing, Pre-Eminence in Technology, and Economic Strength Act of 2022 (America COMPETES Act) Retirement investment in private assets
H.R. 5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2022 · first_quarter · Q1
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs H.R. 7090--Eliminating Paperwork for Startups Act--83(b) election process
Capital markets generally
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · fourth_quarter · Q4
H.R.5376--Build Back Better Act--Qualified Small Business Stock treatment and changes to IRAs
Private markets generally
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · third_quarter · Q3
Educate Members of Congress on issues related to private and public securities markets, capital formation, and fund investment and retail investor access. Educate Members on efforts to include diversity and equality in equity compensation. Monitor data security and privacy policy developments. Educate policymakers on bank secrecy act implementation.
Monitor and engage members on policy for retirement security.
Engage Members on tax treatment of equity compensation for employees; qualified small business stock treatment, and IRA provisions; tax filing process related to matters such as 83(b) elections. Engage members on tax policy related to startup operations and investment capital, some of which is standalone or considered as part of the larger infrastructure package. H.R. 5376, The Build Back Better Act
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · second_quarter · Q2
Educate Members of Congress on issues related to private and public securities markets, capital formation, and fund investment and retail investor access. Educate Members on efforts to include diversity and equality in equity compensation. Monitor data security and privacy policy developments. Educate policymakers on bank secrecy act implementation.
Engage Members on tax treatment of equity compensation for employees; tax filing process related to matters such as 83(b) elections. Engage Members on tax policy related to startup operations and investment capital, some of which is standalone or considered as part of the later infrastructure package.
ESHARES, INC. D/B/A CARTA, INC. via ESHARES, INC. D/B/A CARTA, INC.
2021 · second_quarter · RR
Capital markets and market structure Capital formation Investor access and protections Taxation Data privacy and data security Financial technology regulation and policy Financial products Diversity and Inclusion
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Monitor and engage members on policy for retirement security.
Filing targets: HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of