2nd Quarter - Report

INVESTMENT ADVISER ASSOCIATION for INVESTMENT ADVISER ASSOCIATION

Period 2nd Quarter 2025 Filed Jul 18, 2025 Signed by William Nelson

Official filing
Firm
INVESTMENT ADVISER ASSOCIATION
Client
INVESTMENT ADVISER ASSOCIATION
Income
—
Expenses
$140,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery

LobbyistCovered position, as disclosed
WILLIAM NELSON —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Securities & Exchange Commission (SEC)

Taxation/Internal Revenue Code TAX

Tax Issues for Investment Advisers

LobbyistCovered position, as disclosed
WILLIAM NELSON —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC)

Retirement RET

Retirement Issues for Investment Advisers

LobbyistCovered position, as disclosed
WILLIAM NELSON —

Contacted: SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.