Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts and the taxation of municipal bonds.
Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Opposed inclusion of language in the FY17 Omnibus Appropriations Bill that would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Duration: January 12, 2015
to
present
May Have Ended?
General Issues: Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities
Spending: about $210,000 (But it's complicated. Here's why.)
It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.
Agencies lobbied since 2015: U.S. Senate, House of Representatives, Treasury - Dept of, Natl Economic Council (NEC)
Lobbyists
Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.
Lobbyist
Covered positions?
Matt McGinley Chief of Staff, Rep. Tom Price (2004-11)
Chief of Staff, Republican Policy Committee (2010-11)
DCOS & LD, Rep. Brian Kerns (2002-03)
Chief of Staff, Rep. Tom Price (2004-11); Chief of Staff, Republican Policy Committee (2010-11); DCOS & LD, Rep. Brian Kerns (2002-03).
Disclosures Filed
Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.
This representation may have ended. No reports have been filed in the past 160 days, though termination paperwork has not been released.
3rd Quarter, 2017
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 9, 2017.
Original Filing: 300902083.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts and the taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Opposed inclusion of language in the FY17 Omnibus Appropriations Bill that would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2017
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 15, 2017.
Original Filing: 300885193.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts and the taxation of municipal bonds.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Opposed inclusion of language in the FY17 Omnibus Appropriations Bill that would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2017
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 17, 2017.
Original Filing: 300866616.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Opposed Amendment #39 to H.R. 5485, the Financial Services and General Government Appropriations Act of 2017. Amendment #39 would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2016
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Dec. 29, 2016.
Original Filing: 300843221.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S. 1484 "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). HR 1550 "Financial Stability Oversight Council Improvement Act of 2015." Opposed Amendment #39 to H.R. 5485, the Financial Services and General Government Appropriations Act of 2017. Amendment #39 would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2016
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 13, 2016.
Original Filing: 300827378.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S. 1484 "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). HR 1550 "Financial Stability Oversight Council Improvement Act of 2015." Opposed Amendment #39 to H.R. 5485, the Financial Services and General Government Appropriations Act of 2017. Amendment #39 would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2016
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 15, 2016.
Original Filing: 300810248.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S. 1484 "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). HR 1550 "Financial Stability Oversight Council Improvement Act of 2015." Opposed Amendment #39 to H.R. 5485, the Financial Services and General Government Appropriations Act of 2017. Amendment #39 would have prohibit the new SEC Proposed Rule 30e-3 that allows mutual funds to communicate to their customers using digital delivery of financial reporting information.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2016
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 17, 2016.
Original Filing: 300792586.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S. 1484 "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). HR 1550 "Financial Stability Oversight Council Improvement Act of 2015." Department of Labors new proposed fiduciary rule as it relates to the impact on mutual funds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2015
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 15, 2016.
Original Filing: 300773438.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
S. 1484 "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). HR 1550 "Financial Stability Oversight Council Improvement Act of 2015." Department of Labors new proposed fiduciary rule as it relates to the impact on mutual funds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2015
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 15, 2015.
Original Filing: 300753541.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
The Senate Banking legislation entitled "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Department of Labors new proposed fiduciary rule as it relates to the impact on mutual funds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2015
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 20, 2015.
Original Filing: 300742609.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
The Senate Banking legislation entitled "the Financial Regulatory Improvement Act of 2015 as it relates to the Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI). Department of Labors new proposed fiduciary rule as it relates to the impact on mutual funds. H.R. 2289 - CFTC reauthorization legislation as it relates to the impact on mutual funds.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2015
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $10,000. The report was filed on April 20, 2015.
Original Filing: 300721946.xml
Lobbying Issues
Tax Reform: Tax provisions as it relates to the taxation of income derived from retirement savings accounts.
Budget Resolution - H. Con. Res. 27; Title VIII; regarding all provisions of Section 804 - Policy Statement on Tax Reform.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
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