• Efforts to reinstate the ability to deduct investment and financial advisory fees.

Duration: August 1, 2020 to July 1, 2021

General Issues: Financial Institutions/Investments/Securities

Spending: about $10,000 (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 2020: U.S. Senate, House of Representatives

Affiliated organizations: Investment Adviser Association; Certified Financial Planner Board of Standards, Inc.; National Association of Personal Financial Advisors