MINDSET ADVOCACY, LLC

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

Filing 1st Quarter - Report

1st Quarter (Jan 1 - Mar 31) 2026 · District of Columbia · House · Senate · $50,000.00 income · posted Apr 20, 2026

Lobbying activity 3

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

Taxation/Internal Revenue Code

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

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