pac.dog pac.dog / Lobbying

1st Quarter - Report · 2026

Filing UUID
dd347385-6848-4e3f-bca4-41e03325d3c1
Type
Q1 — 1st Quarter - Report
Period
first_quarter
Year
2026
Posted
2026-04-16 17:48:37
Income (reported)
—
Expenses (reported)
$60,000
Expenses method
A
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

TAX — Taxation/Internal Revenue Code

199A, tax incentives for financial planning, and casualty and theft loss deduction

Lobbyists: GUNEEV SHARMA (covered position: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)) [new]; ERIN KOEPPEL [new]

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

RET — Retirement

General retirement issues impacting personal finance

Lobbyists: GUNEEV SHARMA (covered position: Legislative Correspondent: Sen. Heidi Heitkamp (D-ND)); ERIN KOEPPEL

Government entities lobbied: HOUSE OF REPRESENTATIVES; SENATE

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