TAX — Taxation/Internal Revenue Code
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; potential negative impacts on markets and customers of proposed withholding tax on dividend payments.
Lobbyists: JOEL OSWALD; mr CHRISTOPHER W HATCHER; CHRISTOPHER E. WILCOX (covered position: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings); ms MELINDA M MAXFIELD; mr JOSHUA DAVID FENDRICK (covered position: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
RET — Retirement
Retirement and savings issues, generally.
Lobbyists: JOEL OSWALD; mr CHRISTOPHER W HATCHER; CHRISTOPHER E. WILCOX (covered position: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings); mr JOSHUA DAVID FENDRICK (covered position: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; HR 3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025; issues related to index funds; issues related to access to investment opportunities; issues related to products and markets. H.R. 3682, Financial Stability Oversight Council Improvement Act of 2025.
Lobbyists: JOEL OSWALD; mr CHRISTOPHER W HATCHER; CHRISTOPHER E. WILCOX (covered position: LA, Leg Counsel, LD & Counsel, Rep. Arcuri; LD & Counsel, Rep. Demings); MAHLET MAKONNEN (covered position: Department of Veterans Affairs, Attorney Advisor); mr JOSHUA DAVID FENDRICK (covered position: Staff Assistant, Legislative Correspondent, and Legislative Aide, Sen. Gary C. Peters; Economic Policy Adviser, Rep. Josh Gottheimer; Economic Policy Adviser, Sen. Gary C. Peters)
Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of; White House Office