CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
ZACHARY K OSTRO — covered position: Legislative Director, Rep. Robin Kelly
mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
General interest in issues surrounding tax reform. General interest in maintaining tax incentives for retirement plans, maintaining the independent contracting status for our financial advisors. Issues related to implementation of OB3. Section 199A.
CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
ZACHARY K OSTRO — covered position: Legislative Director, Rep. Robin Kelly
mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
FIN — Financial Institutions/Investments/Securities
General interests in cybersecurity proposals. General interest in proposed Federal Data Breach Notification Standard. General interest in a best-interest standard for investment advice. H.R.2441 - Improving Disclosure for Investors Act of 2025.
CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
ZACHARY K OSTRO — covered position: Legislative Director, Rep. Robin Kelly
mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
CHARLIE SCHREIBER — covered position: Senior Counsel, House Financial Services Committee; Law clerk, Senate Homeland Security and Governmental Affairs Committee
mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
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