KEVIN RUANE

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. 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. 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. 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. 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.

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. 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. 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. 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.

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. 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. 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.

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. 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. 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. 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. 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.

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. 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. 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.

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. 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. 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. 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. 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. 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. 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. 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.

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. 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.

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.

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. 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.

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. 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. 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.

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. 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. 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. 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. 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.

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. 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. 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. 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. 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. 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. 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. 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.

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.

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. 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. 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. 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.

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. 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. 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.

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. 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. 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. 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.

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. 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.

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.

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. 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.

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. 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, 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.

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.

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. 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. 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. 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.

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.

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.

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.

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. 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/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.

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.

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. 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, 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.

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.

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.

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.

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.