FIN — Financial Institutions/Investments/Securities
H.R. 1807- Improving Disclosure for Investors Act of 2023 (Huizenga). General concerns regarding the volume, interconnectedness, and length of comment periods of SEC proposals. SEC mandatory swing pricing, hard close, and liquidity risk management proposal. SEC money market fund proposal.
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
TAX — Taxation/Internal Revenue Code
The One Big Beautiful Bill Act (H.R.1): issues related to the tax treatment of retirement savings. Implementation of SECURE 2.0 Act of 2022. Retirement Savings for Americans Act. Allowing 403(b) plans to invest in collective investment trusts. Capital gains and dividends taxation. Excise tax on corporate stock buybacks.
Government entities lobbied:HOUSE OF REPRESENTATIVES; SENATE
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