Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future. Support the Wagner-Meeks Amendment on closed-end funds to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Lucas, Gottheimer, Foster Amendment on 403B plans to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Huizenga, Auchincloss, Nickel, Steil Amendment on e-delivery to HR 2799 - The Expanding Access to Capital Act of 2023.
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future. Support the Wagner-Meeks Amendment on closed-end funds to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Lucas, Gottheimer, Foster Amendment on 403B plans to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Huizenga, Auchincloss, Nickel, Steil Amendment on e-delivery to HR 2799 - The Expanding Access to Capital Act of 2023.
Duration: October 1, 2017
to
present
General Issues: Taxation/Internal Revenue Code , Financial Institutions/Investments/Securities , Banking , Computer Industry , Trade (Domestic & Foreign)
Spending: about $520,000 (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 2017: U.S. Senate, House of Representatives, Labor - Dept of (DOL), 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.
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.
1st Quarter, 2024
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 13.
Original Filing: 301548975.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future. Support the Wagner-Meeks Amendment on closed-end funds to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Lucas, Gottheimer, Foster Amendment on 403B plans to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Huizenga, Auchincloss, Nickel, Steil Amendment on e-delivery to HR 2799 - The Expanding Access to Capital Act of 2023.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future. Support the Wagner-Meeks Amendment on closed-end funds to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Lucas, Gottheimer, Foster Amendment on 403B plans to HR 2799 - The Expanding Access to Capital Act of 2023. Support the Huizenga, Auchincloss, Nickel, Steil Amendment on e-delivery to HR 2799 - The Expanding Access to Capital Act of 2023.
Agencies Lobbied
U.S. Senate
4th Quarter, 2023
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 16.
Original Filing: 301525770.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2023
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 19, 2023.
Original Filing: 301505883.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2023
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 17, 2023.
Original Filing: 301478106.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2023
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 19, 2023.
Original Filing: 301456344.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. Support private retirement system for saving.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. Oppose the SECs liquidity, swing pricing, and hard close proposal which would seriously harm more than 100 million Americans who use mutual funds to invest for their financial future.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2022
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 16, 2023.
Original Filing: 301428462.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2022
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 17, 2022.
Original Filing: 301405692.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2022
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 15, 2022.
Original Filing: 301380790.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2022
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 14, 2022.
Original Filing: 301356216.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications. H.R. 2954 - "Securing a Strong Retirement Act of 2021" and S.1770 - "Retirement Security and Savings Act of 2021."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2021
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 20, 2022.
Original Filing: 301331937.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2021
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 20, 2021.
Original Filing: 301308334.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings. Support tax deferral of retirement plan contributions. Support keeping the rates for capital gains and dividends at the preferential tax rate. Oppose financial transaction tax proposals.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Support e-delivery of shareholder communications.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2021
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 19, 2021.
Original Filing: 301279811.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2021
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 5, 2021.
Original Filing: 301250646.xml
Lobbying Issues
Monitoring changes to the tax code as it pertain to retirement savings.
Agencies Lobbied
U.S. Senate
Type of Issue
Taxation/Internal Revenue Code
Lobbying Issues
Monitoring Financial Stability Councils (FSOC) review process of asset managers as systemically important financial institutions (SIFI) and related legislation. Hart-Scott-Rodino Antitrust Improvements Act (HSR) as it pertains to investment companies and aggregate threshold requirements.
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2020
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 18, 2021.
Original Filing: 301233419.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019." Monitoring H.R. 8696 - "Securing a Strong Retirement Act of 2020."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019." Monitoring H.R. 8696 - "Securing a Strong Retirement Act of 2020."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
Monitoring cannanbis legislation. Monitor COVID 19 legislation and any provisions as it relates to the mutual fund industry.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2020
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 8, 2020.
Original Filing: 301208227.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
Monitoring cannanbis legislation. Monitor COVID 19 legislation and any provisions as it relates to the mutual fund industry.
Agencies Lobbied
U.S. Senate
2nd Quarter, 2020
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 16, 2020.
Original Filing: 301189863.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor USMCA and tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
Monitoring cannanbis legislation. Monitor COVID 19 legislation and any provisions as it relates to the mutual fund industry.
Agencies Lobbied
U.S. Senate
1st Quarter, 2020
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 18, 2020.
Original Filing: 301171610.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor USMCA and tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
Monitoring cannanbis legislation. Monitor COVID 19 legislation and any provisions as it relates to the mutual fund industry.
Agencies Lobbied
U.S. Senate
4th Quarter, 2019
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 18, 2020.
Original Filing: 301120924.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor USMCA and tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
Lobbying Issues
Monitoring cannanbis legislation.
Agencies Lobbied
U.S. Senate
3rd Quarter, 2019
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 19, 2019.
Original Filing: 301072118.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors. Monitoring H.R.1994 "Setting Every Community Up for Retirement Enhancement Act of 2019."
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
Lobbying Issues
Monitor USMCA and tariffs on China.
Agencies Lobbied
U.S. House of Representatives
Type of Issue
Trade (Domestic & Foreign)
2nd Quarter, 2019
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 19, 2019.
Original Filing: 301051237.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential retirement savings legislation. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors.
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019." H.R. 3561: "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
1st Quarter, 2019
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 15, 2019.
Original Filing: 301025451.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential retirement savings legislation. Opposition to the "Wall Street Tax Act of 2019" H.R. 1516 & S. 647, which would impose a financial transaction tax (FTT) on main street investors.
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). S. 603 - "Financial Stability Oversight Council Improvement Act of 2019."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
Lobbying Issues
Monitoring possible data privacy and cybersecurity legislation.
Agencies Lobbied
U.S. Senate
4th Quarter, 2018
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 15, 2019.
Original Filing: 301005020.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential tax retirement savings legislation.
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). H.R. 4061 "The FSOC Improvement Act of 2017." Opposed inclusion of language in the FY18 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. Opposition to H.R. 2319 the "Consumer Financial Choice and Capital Markets Protection Act of 2018."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
3rd Quarter, 2018
In Q3, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Oct. 18, 2018.
Original Filing: 300987923.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential tax retirement savings legislation.
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 FY18 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. H.R. 4061 "The FSOC Improvement Act of 2017." Opposition to H.R. 2319 the "Consumer Financial Choice and Capital Markets Protection Act of 2018."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
2nd Quarter, 2018
In Q2, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on July 19, 2018.
Original Filing: 300972485.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential tax retirement savings legislation.
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 FY18 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. H.R. 4061 "The FSOC Improvement Act of 2017."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
1st Quarter, 2018
In Q1, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on April 20, 2018.
Original Filing: 300952534.xml
Lobbying Issues
Monitoring the possibility of a technical tax correction bill. Monitoring potential tax retirement savings legislation.
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. H.R. 4061 "The FSOC Improvement Act of 2017."
Agencies Lobbied
U.S. Senate
Type of Issue
Financial Institutions/Investments/Securities
4th Quarter, 2017
In Q4, Advanced Policy Consulting, LLC lobbied for Investment Company Institute (ICI) , earning $20,000. The report was filed on Jan. 3, 2018.
Original Filing: 300921107.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
Source: Clerk of the U.S. House of Representatives and Secretary of the Senate
Searching...