All lobbying filings

MINDSET ADVOCACY, LLC

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. · Nonprofit certifying organization

Filing Registration

Reporting period

2nd Quarter 2025

Apr 1 - June 30 · Posted Apr 30, 2025

Money reported

None

Registrations and no-activity reports carry no figure.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 3

KENDRA KOSKO ISAACSON New on this filing

Previously held: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
REBECCA ALCORN New on this filing

Previously held: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
CHARLIE SCHREIBER New on this filing

Previously held: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee

A "covered position" is a government job the lobbyist held in the 20 years before registering, which the law requires them to name. See the revolving door for former members of Congress across all filings.

Lobbying activity 2

Retirement

199A, tax incentives for financial planning, Freedom to Invest in Tomorrows Workforce Act, general retirement issues impacting personal finance

Taxation/Internal Revenue Code

199A, tax incentives for financial planning, Freedom to Invest in Tomorrows Workforce Act, general retirement issues impacting personal finance

Source: federal Lobbying Disclosure Act filing, reproduced as filed. Bills are parsed from the activity descriptions.