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1st Quarter - Report · 2026

Filing UUID
21a39a93-9ddf-488e-9647-20778b82e8c3
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-20 14:28:17
Income (reported)
$50,000
Expenses (reported)
Filing document
Open on lda.senate.gov
Registrant (lobbying firm)

MINDSET ADVOCACY, LLC

lobbying and consulting

Contact
SOYOUNG MIN
Phone
+1 202-337-1661
Address
zip:20001, city:Washington, state:DC, street:455 Massachusetts Ave., NW Suite 1200
Client

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Nonprofit certifying organization

State
DC
Country
US
Effective date
2025-05-01
Issues lobbied + lobbyists (2)

RET — Retirement

General retirement issues impacting personal finance

Lobbyists:
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • REBECCA ALCORN — covered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
  • CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • SCOTT SHEWCRAFT — covered position: Chief of Staff, Rep. Bill Foster

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

TAX — Taxation/Internal Revenue Code

199A, tax incentives for financial planning. Freedom to Invest in Tomorrows Workforce Act

Lobbyists:
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • REBECCA ALCORN — covered position: Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee Ellmers
  • CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
  • SCOTT SHEWCRAFT — covered position: Chief of Staff, Rep. Bill Foster

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

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