MINDSET ADVOCACY, LLC

Lobbying for INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) · Financial services association

Filing 4th Quarter - Report

4th Quarter (Oct 1 - Dec 31) 2025 · District of Columbia · House · Senate · $50,000.00 income · posted Jan 20, 2026

Lobbying activity 3

Taxation/Internal Revenue Code

Sec. 1031, Sec. 199A, Opportunity Zones, issues related to implementation of reconciliation

Financial Institutions/Investments/Securities

Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration

Retirement

Fiduciary rule and legislation, defined contribution retirement plans

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