CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filing Q1 report

Reporting period

1st Quarter 2026

Jan 1 - Mar 31 · Posted Apr 16, 2026

Expenses

$60,000.00

What this organization spent lobbying with its own staff. Reported using A: the three LDA methods count different costs, so an expenses figure is not comparable across filers that used different ones.

Client based in

District of Columbia

Official filing document

Lobbyists on this filing 1

GUNEEV SHARMA New on this filing

Previously held: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)

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.

Government bodies contacted 2

The chambers, agencies and offices the filer named. It does not say who inside them was contacted, or when. Each name opens every filing that named the same body.

Lobbying activity 2

Taxation/Internal Revenue Code

199A, tax incentives for financial planning, and casualty and theft loss deduction

Retirement

General retirement issues impacting personal finance

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