FIN — Financial Institutions/Investments/Securities
Implementation of SEC's expanded accredited investor definition. H.R.3383, Incentivizing New Ventures and Economic Strength Through Capital Formation Act of 2025 (INVEST Act), all provisions.
Government entities lobbied: Commerce, Dept of (DOC); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Small Business Administration (SBA); Treasury, Dept of
TAX — Taxation/Internal Revenue Code
Promotion of angel investment tax credits and exemptions. Promotion of public policy promoting angel capital investments. Implementation of Opportunity Zones. Issues related to carried interest. Issues related to IRC section 1202, Small Business Stock Gains Exclusion. S. 695, Small Business Investment Act of 2025, all provisions. H.R. 1199, Small Business Investment Act of 2025, all provisions.
Government entities lobbied: Commerce, Dept of (DOC); Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; Securities & Exchange Commission (SEC); SENATE; Small Business Administration (SBA); Treasury, Dept of