Partnership tax issues; issues related to financial transaction, capital gains, and dividend incomes taxes; issues related to Section 199A, R&D incentives, SALT, and other reconciliation related tax provisions.
Issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredited investor definition, e delivery reforms, and the firms broader support for the Invest Act; issues related to the Edward Jones ILC application and banking services matters; issues related to senior investor protection and initiatives aimed at improving financial education; H.R. 3383 - Invest Act.
Issues related to retirement savings and creating additional opportunities for caregivers to save for retirement; S.1831 - Auto Reenroll Act; S. 1707/H.R. 4718 - Helping Young Americans Save for Retirement Act.