4th Quarter - Report
INVESTMENT ADVISER ASSOCIATION for INVESTMENT ADVISER ASSOCIATION
Income
—
Expenses
$75,000
Expense method
C: businesses, Internal Revenue Code section 162(e)
What was lobbied
2 issue areas, each in the filer's own words, with who lobbied on it and where.
Financial Institutions/Investments/Securities FIN
H.R. 2123, Diversity and Inclusion Data Accountability and Transparency Act SECURE Act 2.0 retirement savings legislation ENABLERS Act/National Defense Authorization Act
| Lobbyist | Covered position, as disclosed |
|---|---|
| NEIL A SIMON | — |
Taxation/Internal Revenue Code TAX
SECURE Act 2.0 Deductibility of Investment Advisory Fees Eligibility Owners of Advisory Firms for Pass-Through Deduction Net Investment Income Tax
| Lobbyist | Covered position, as disclosed |
|---|---|
| NEIL A SIMON | — |
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.