Issues related to retirement security and savings matters; issues related to SEC and DOL rulemaking, including standards of conduct and associated regulatory activity; issues related to modernization of the accredits investor definition, e delivery reforms, and the firm's 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 - Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025.
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 retirement savings, long-term investment, S.1839/H.R. 2089 - Generating Retirement Ownership through Long-Term Holding, and creating additional opportunities for caregivers for retirement; S.1831/H.R. 6729 - Auto Reenroll Act; S. 1707/HR 4718 - Helping Young Americans Save for Retirement Act; advocacy work in support of legislation to expand savings opportunities for caregivers.