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All lobbying filings

WILLIAMS AND JENSEN, PLLC

Lobbying for NATIONAL ASSN OF STATE TREASURERS (NAST)

 Filing 1st Quarter - Report
1st Quarter (Jan 1 - Mar 31) 2025 · Kentucky · House · Senate · $50,000.00 income · posted Apr 21, 2025

Official filing document

 Bills named in this filing 5
 Lobbying activity 5
Financial Institutions/Investments/Securities

Issues related to municipal securities regulations; banking issues related to marijuana policies.

Taxation/Internal Revenue Code

Proposals related to ownership of unclaimed savings bonds. Proposals to allow advance refunding of tax exempt municipal bonds; H.R. 1255, "Investing in Our Communities Act". Proposals related to increasing educational savings in and expanding access to 529 college savings plans, or impacting Code section 529; H.R. 1151 and S. 756, the "Freedom to Invest in Tomorrow's Workforce Act". Proposals to broaden access for ABLE plans; S. 627 and HR 1436. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023.

Retirement

Pension issues affecting municipal bonds or public pensions. Proposals related to unclaimed retirement savings. Implementation of related provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 ( P.L. 117-328).

Education

Higher education reauthorization proposals pertaining to college savings. Issues related to Section 529 plans and treatment under FAFSA.

Budget/Appropriations

Proposals related to ownership of unclaimed savings bonds, including regulations implementing provisions included in SECURE 2.0, enacted in Division T of the Consolidated Appropriations Act, 2023 (P.L. 117-328).

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.

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