MINDSET ADVOCACY, LLC

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

Filing 3rd Quarter - Report

3rd Quarter (July 1 - Sep 30) 2025 · District of Columbia · House · Senate · $50,000.00 income · posted Oct 20, 2025

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 reconciliation

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