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Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
21st Century ROAD to Housing Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R.6644, 21st Century ROAD to Housing Act, provisions affecting investors.
21st Century ROAD to Housing Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R.6644, 21st Century ROAD to Housing Act, provisions affecting investors.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
Issues related to the application of the Foreign Investment in Real Property Tax Act and proposed Section 899. Issues related to individual retirement accounts. Issues related to non-traded REITs and BDCs. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A). Issues related to data center taxation and investments.
Source: Senate LDA
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Accredited Investor Definition Review Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
National Senior Investor Initiative Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Increasing Investor Opportunities Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Promoting Opportunities for Non-Traditional Capital Formation Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Equal Opportunity for All Investors Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Expanding Access to Capital Act of 2023
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. H.R.3123, Parity for Non-Traded REITs Act, all provisions.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. H.R.3123, Parity for Non-Traded REITs Act, all provisions.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
MADE in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. S. 2082, MADE in America Act, all provisions. Issues relating to 401(k) defined contributions.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Parity for Non-Traded REITs Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Section 1031 like-kind exchanges. H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Inflation Reduction Act of 2022
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Consolidated Appropriations Act, 2021
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions. HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products. Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products. H.R. 133, Consolidated Appropriations Act, 2021, provisions relating to coronavirus stimulus and recovery.
Invest in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Invest in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Invest in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
Invest in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
The Heroes Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions. HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products. Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products.
The Heroes Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions. HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products. Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products. H.R. 133, Consolidated Appropriations Act, 2021, provisions relating to coronavirus stimulus and recovery.
CARES Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
CARES Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
CARES Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
CARES Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Invest in America Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 2210, Invest in America Act​, all provisions. Section 1031 like-kind exchanges.
Financial CHOICE Act of 2017
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Financial CHOICE Act of 2017
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to Department of Labor fiduciary rule.
Financial CHOICE Act of 2017
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Financial CHOICE Act of 2017
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to Department of Labor fiduciary rule.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Fair Investment Opportunities for Professional Experts Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Consolidated Appropriations Act, 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Consolidated Appropriations Act, 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Consolidated Appropriations Act, 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Consolidated Appropriations Act, 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Consolidated Appropriations Act, 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Small Business Credit Availability Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Small Business Credit Availability Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Small Business Credit Availability Act
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Small Business Audit Correction Act of 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Small Business Audit Correction Act of 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Small Business Audit Correction Act of 2018
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Financial Services and General Government Appropriations Act, 2019
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Financial Services and General Government Appropriations Act, 2019
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Financial Services and General Government Appropriations Act, 2019
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Firm: INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
H.R.6644, 21st Century ROAD to Housing Act, provisions affecting investors.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Acquired fund fees and expenses transparency for Business Development Companies (BDCs). Issues related to closed-end fund investments. Issues related to 401(k) and 403(b) defined contributions. Issues related to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R.6644, 21st Century ROAD to Housing Act, provisions affecting investors.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Acquired fund fees and expenses transparency for Business Development Companies (BDCs). Issues related to closed-end fund investments. Issues related to 401(k) and 403(b) defined contributions. Issues related to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act and proposed Section 899. Issues related to individual retirement accounts. Issues related to non-traded REITs and BDCs. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Acquired fund fees and expenses transparency for Business Development Companies (BDCs). Issues related to closed-end fund investments. Issues related to 401(k) and 403(b) defined contributions. Issues related to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act and proposed Section 899. Issues related to individual retirement accounts. Issues related to non-traded REITs and BDCs. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Acquired fund fees and expenses transparency for Business Development Companies (BDCs). Issues related to closed-end fund investments. Issues related to 401(k) and 403(b) defined contributions. Issues related to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act and proposed Section 899. Issues related to individual retirement accounts. Issues related to non-traded REITs and BDCs. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act). Issues relating to federal registration of securities.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Issues pertaining to Basel III Endgame. Issues relating to capital requirements applicable to banking organizations with total assets of $100 billion or more. Issues related to regulatory capital calculation and calculation of risk-weighted assets across large banking institutions.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act).
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions.
Parity for non-traded REITs and Business Development Companies (BDCs). Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. S. 2082, MADE in America Act, all provisions. Issues relating to 401(k) defined contributions.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions.
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, and Inflation Adjustment Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 3123, Parity for Non-Traded REITs Act, all provisions. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. H.R.3123, Parity for Non-Traded REITs Act, all provisions.
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions.
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act. H.R. 5376, Build Back Better Act, provisions relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts.
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Section 1031 like-kind exchanges. H.R. 3123, provisions pertaining to the application of the Foreign Investment in Real Property Tax Act.
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions.
Section 1031 like-kind exchanges. Issues pertaining to the application of Foreign Investment in Real Property Tax Act.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions. HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products. Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products. H.R. 133, Consolidated Appropriations Act, 2021, provisions relating to coronavirus stimulus and recovery.
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products and commercial real estate. Issues relating to 401(k) defined contributions. HR 6800, Health and Economic Recovery Omnibus Emergency Solutions Act or the HEROES Act, provisions affecting investment products. Health, Economic Assistance, Liability Protection and Schools Act (HEALS Act) provisions affecting investment products.
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. Issues pertaining to the application of Foreign Persons Investment in Real Property Tax of 1980.
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products. Issues relating to 401(k) defined contributions.
HR 2210, Invest in America Act, all provisions. Section 1031 like-kind exchanges. S. 3548, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products. H.R. 748, Coronavirus Aid, Relief, and Economic Security Act or the CARES Act, provisions affecting non-traded investment products.
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues pertaining to the Covid-19 crisis and impact on non-traded investment products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
H.R. 2210, Invest in America Act​, all provisions. Section 1031 like-kind exchanges.
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
Issues regarding implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. Issues related to the accredited investor definition. Securities and Exchange Commission proposed Regulation BI (Regulation Best Interest).
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. Issues relating to leverage ratios for non-traded business development companies. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. H.R. 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act 2018, provisions relating to business development corporations. HR 6021, Small Business Audit Correction Act, all provisions. H.R. 6258, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations. S. 2756, Fair Investment Opportunities for Professional Experts Act, all provisions. S. 3107, Financial Services and General Government Appropriations Act, 2019, provisions relating to implementation of S. 2155 and business development companies. S. 3004, Small Business Audit Correction Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to Department of Labor fiduciary rule.
Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to Department of Labor fiduciary rule.
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 4267, Small Business Credit Availability Act, all provisions. H.R. 1625, Consolidated Appropriations Act of 2018, provisions relating to business development corporations. S. 2155, Economic Growth, Regulatory Relief and Consumer Protection Act, provisions relating to business development corporations.
Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to Department of Labor fiduciary rule.
Tax reform generally. Like-kind exchanges under section 1031 of the Internal Revenue Code. H.R. 1, An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018, provisions relating to the tax treatment of real estate.
Tax reform generally. Like-kind exchanges under section 1031 of the Internal Revenue Code. Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws and reforms and legislation relating to Business Development Companies. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Tax reform generally. Like-kind exchanges under section 1031 of the Internal Revenue Code. Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws and reforms and legislation relating to Business Development Companies. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.
Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs).
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule) and Conflicts of Interest and Predictive Data Analytics Proposal. Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: Federal Deposit Insurance Corporation (FDIC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Issues related to Securities and Exchange Commission Regulation BI (Regulation Best Interest). Issues relating to Opportunity Zones. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), Office of Management & Budget (OMB), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act. H.R.4267, Small Business Credit Availability Act, all provisions. H.R. 1585, Fair Investment Opportunities for Professional Experts Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Tax reform generally. Like-kind exchanges under section 1031 of the Internal Revenue Code. Department of Labor definition of fiduciary for purposes of ERISA. H.R. 10, Financial CHOICE Act of 2017, provisions relating to the Securities and Exchange Commission and securities laws and reforms and legislation relating to Business Development Companies. SEC rules relating to changes to section 12(g) of the Securities Exchange Act of 1934 implementing titles V and VI of the JOBS Act and Title LXXXV of the FAST Act.