pac.dog pac.dog / Lobbying

Registration - Amendment · 2025

Filing UUID
642005d4-f57f-4eac-bf4f-29f92ab17f6c
Type
RA — Registration - Amendment
Period
first_quarter
Year
2025
Posted
2025-04-07 21:26:42
Income (reported)
Expenses (reported)
Filing document
Open on lda.senate.gov

Registrant (lobbying firm)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Non-profit org. establishing standards for financial planning in the public interest

Contact
ERIN KOEPPEL
Phone
+1 202-379-2240
Address
zip:20005, city:Washington, state:DC, street:1425 K Street, N.W. Suite 800

Client

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

State
DC
Country
US
Government-entity client
false
Effective date
2009-09-01

Issues lobbied + lobbyists

FIN — Financial Institutions/Investments/Securities

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

Lobbyists: ERIN KOEPPEL [new]

LBR — Labor Issues/Antitrust/Workplace

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

Lobbyists: ERIN KOEPPEL [new]

TAX — Taxation/Internal Revenue Code

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

Lobbyists: ERIN KOEPPEL [new]

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