Lobbying Relationship

Client

First Trust Portfolios L.P.

More records

Lobbying firm

K&L GATES LLP

More records

  • Issues related to the tax treatment of exchange-traded funds - legislation not yet introduced.

Duration: to

General Issues: Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Retirement

Spending: about $70,000 (But it's complicated. Here's why.)

Agencies lobbied since 2015: U.S. Senate, House of Representatives, Labor - Dept of (DOL)

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?
Daniel F. C. Crowley General Counsel, Office of the Speaker; General Counsel, Committee on House Oversight; Minority Counsel, Committee on House Administration
Mary Baker Technical Advisor Mgr, IRS; Mgr, Office of Tax Shelter Analysis, IRS; Tax Staff Prof/IRS Detailee to Senate Finance Committee
Lauren Flynn Leg. Correspondent, Leg. Asst, to Rep. Greg Walden
Dennis Potter Staff Assistant/LC, Senator Gramm
Scott Gelbman Staff Assistant/Legislative Correspondent/Legislative Assistant, Senator Chuck Schumer
Karishma Page n/a
Daniel Nunez Cohen (Dan Cohen) n/a
Daniel Nunez Cohen n/a

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.

Termination
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Registration
Termination
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

Close Comment Creative Commons Donate Email Facebook Mobile Phone Podcast Print Google News logo Google_NewsInitiative_Lockup_FullColor RSS Search Search Twitter WhatsApp Resolving differences Check Building Arrow right Info circle Oops OOPS Pencil File text Bars Search Close Cogs Filter Compare Revolving Door Info card Activity Member menu Globe Document External link Quote News Calendar No Vote
Current site Current page