Filing
1st Quarter - Report
Lobbying activity
3
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; equity market structure; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025.
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs.
Retirement and savings issues, generally.