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1st Quarter - Report · 2026

Filing UUID
a90bdb2c-bfdb-43f4-86f5-7af4b239af01
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-20 14:46:06
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

INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)

Financial services association

State
DC
Country
US
Effective date
2024-04-15

Issues lobbied + lobbyists

FIN — Financial Institutions/Investments/Securities

Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration

Lobbyists:
  • CHRIS BROWN — covered position: Senior Professional Staff, House Financial Services Committee
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • ms KATHERINE BONNER — covered position: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley
  • LANGSTON EMERSON — covered position: Senior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn Kilpatrick

Government entities lobbied: HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE

RET — Retirement

Fiduciary rule and legislation, defined contribution retirement plans

Lobbyists:
  • CHRIS BROWN — covered position: Senior Professional Staff, House Financial Services Committee
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • ms KATHERINE BONNER — covered position: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley

Government entities lobbied: HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); SENATE

TAX — Taxation/Internal Revenue Code

Sec. 1031, Sec. 199A, Opportunity Zones, issues related to implementation of reconciliation

Lobbyists:
  • CHRIS BROWN — covered position: Senior Professional Staff, House Financial Services Committee
  • mrs KENDRA KOSKO ISAACSON — covered position: Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray
  • mr WILLIAM CAMPBELL KING MUELLER — covered position: Deputy Assistant Secretary, Banking and Finance
  • ms KATHERINE BONNER — covered position: Chief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb Bradley

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

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