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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.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2026 · first_quarter · Q1
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
Source: Senate LDA
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 Pass-through entity taxes. International retaliatory taxes. Section 892 of the Internal Revenue Code - related to how foreign governments and international organizations are exempt from U.S. federal income tax on investments in U.S. stocks, bonds, and financial instruments. Proposed Section 899 of the Internal Revenue Code - related to retaliatory taxes on applicable persons from foreign countries. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
An act to provide for reconciliation pursuant to title II of H. Con. Res. 14.
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Carried Interest Fairness Act of 2025
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Tax Relief for American Families and Workers Act of 2024
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Bill Pascrell Ending Tax Giveaway Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Stop Wall Street Looting Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Insider Trading Prohibition Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. SEC proposed regulations on dealer definition. Beneficial ownership. Investment limitations on foreign assets. H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 H.R. 8254, Financial Services and General Government Appropriations Act, 2023
Short Sale Transparency and Market Fairness Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. SEC proposed regulations on dealer definition. Beneficial ownership. Investment limitations on foreign assets. H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 H.R. 8254, Financial Services and General Government Appropriations Act, 2023
Inflation Reduction Act of 2022
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. H.R. 5376, the Inflation Reduction Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
Inflation Reduction Act of 2022
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax.
Inflation Reduction Act of 2022
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs
Inflation Reduction Act of 2022
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. Research and development expensing. H.R. 5376, the Inflation Reduction Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
National Defense Authorization Act for Fiscal Year 2023
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. SEC proposed regulations on dealer definition. Beneficial ownership. Investment limitations on foreign assets. H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 H.R. 8254, Financial Services and General Government Appropriations Act, 2023
Financial Services and General Government Appropriations Act, 2023
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. SEC proposed regulations on dealer definition. Beneficial ownership. Investment limitations on foreign assets. H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 H.R. 8254, Financial Services and General Government Appropriations Act, 2023
Short Sale Transparency and Market Fairness Act
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions.
Inflation Reduction Act of 2022
Client: MANAGED FUNDS ASSOCIATION · Firm: MANAGED FUNDS ASSOCIATION
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · fourth_quarter · Q4
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest. P.L. 119-21, One Big Beautiful Bill Act.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · third_quarter · Q3
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · second_quarter · Q2
H.R. 1, One Big Beautiful Bill Act H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriatebudgetary levels for fiscal years 2026 through 2034. Pass-through entity taxes. International retaliatory taxes. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2025 · first_quarter · Q1
H.R. 1091/ S. 445, Carried Interest Fairness Act of 2025 H.Con.Res.14, Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034. Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · fourth_quarter · Q4
H.R. 7024, Tax Relief for American Families and Workers Act of 2024 H.R. 9956, Bill Pascrell Ending Tax Giveaway Act S. 5333, Stop Wall Street Looting Act Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Extension of the Tax Cuts and Jobs Act (P.L. 115-97). Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · third_quarter · Q3
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · second_quarter · Q2
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2024 · first_quarter · Q1
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · fourth_quarter · Q4
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Noncompete agreements.
Filing targets: Commodity Futures Trading Commission (CFTC), Federal Reserve System, HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · third_quarter · Q3
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · second_quarter · Q2
Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · first_quarter · 1A
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. Research and development expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2023 · first_quarter · Q1
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. Research and development expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2022 · fourth_quarter · Q4
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. Research and development expensing. H.R. 5376, the Inflation Reduction Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2022 · third_quarter · Q3
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. H.R. 5376, the Inflation Reduction Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of financial products.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2022 · second_quarter · Q2
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. SEC proposed regulations on dealer definition. Beneficial ownership. Investment limitations on foreign assets. H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act H.R. 7900, National Defense Authorization Act for Fiscal Year 2023 H.R. 8254, Financial Services and General Government Appropriations Act, 2023
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2022 · first_quarter · Q1
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax.
H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions. SEC proposed regulations on private fund advisers. Beneficial ownership. Investment limitations on foreign assets.
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · fourth_quarter · Q4
H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information H.R. 4618, Short Sale Transparency and Market Fairness Act Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Security-based swaps regulation. Environmental, social, and governance (ESG) and diversity, equity, and inclusion (DEI) initiatives. Impacts of Pandemic on Credit Markets. Activities-based rules for nonbank financial institutions.
H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
MANAGED FUNDS ASSOCIATION via MANAGED FUNDS ASSOCIATION
2021 · third_quarter · Q3
Legislative oversight of implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Legislative oversight of implementation of Titles I, II, IV, VII, and IX of the Dodd-Frank Wall Street Reform and Consumer Protection Act. Regulation and oversight of investment advisers. Financial services regulatory reform in non-U.S. jurisdictions. Equity market structure issues including electronic trading and algorithmic trading. Protection for sensitive and proprietary data. Legislation and Regulation Concerning Short Sale Disclosure and Bans, including proposal to expand 13F reports Security-based swaps regulation SEC Climate risk disclosure initiatives H.R. 2655, to amend the Securities Exchange Act of 1934 to prohibit certain securities trading and related communications by those who possess material, nonpublic information Impacts of Pandemic on Credit Markets Activities-based rules for nonbank financial institutions
Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax. H.R. 5376, Build Back Better Act, including provisions relating to Carried Interest/ Enterprise Value; Taxation of pass-through entities; Mark-to-market of derivatives; Taxation of financial products; Limitations on private investments within IRAs
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Securities & Exchange Commission (SEC)
Carried Interest/Enterprise Value Taxation of pass-through entities. Taxation of financial products. Limitations on deductions including interest expense. 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Financial Transaction Tax
Filing targets: HOUSE OF REPRESENTATIVES, SENATE