AC

ANYA COVERMAN

INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION · Ellicott City, MD · registered since 2024

Registered · LDAActive

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At a glance

Registered since

2024

Senate LDA system

Clients

1

last 3 years

Filings

5

6 agencies contacted

Activity

filings by quarter

Works on

Financial Institutions/Investments/Securities 5 Retirement 5 Taxation/Internal Revenue Code 5

Background

Career

IP

INSTITUTE FOR PORTFOLIO ALTERNATIVES FORMERLY INVESTMENT PROGRAM ASSOCIATION

Ellicott City, MD

2024 - present

Specific issues

Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).

Financial Institutions/Investments/Securities · 2025 Q1

Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges. Issues related to qualified business income deduction (IRC section 199A).

Taxation/Internal Revenue Code · 2025 Q1

Issues relating to 401(k) defined contributions. Issues relating to Fiduciary Duties Regarding Asset Classes under ERISA (Retirement Savings Modernization Act), Department of Labor Retirement Security Rule: Definition of Investment Advice Fiduciary and Related Exemptions.

Retirement · 2025 Q1

Issues related to Securities and Exchange Commission Regulation Best Interest (Regulation BI). Proposed Securities and Exchange Commission Rule 223-1: Safeguarding Advisory Client Assets (Custody Rule). Conflicts of Interest and Predictive Data Analytics Proposal. Regulation D and Accredited Investor Definition. Share Repurchase Disclosure Modernization Proposal. Issues relating to 401(k) defined contributions. H.R. 835, Fair Investment Opportunities for Professional Experts Act, all provisions. H.R. 1579, Accredited Investor Definition Review Act, all provisions. H.R. 2797, Equal Opportunity for All Investors Act of 2023, all provisions. H.R. 2593, Senior Security Act of 2023, all provisions. H.R. 2796, Promoting Opportunities for Non-Traditional Capital Formation Act, all provisions. H.R. 2799, Expanding Access to Capital Act of 2023, all provisions. H.R. 2627, Increasing Investor Opportunities Act, all provisions. Issues relating to fiduciary duties regarding asset classes under ERISA (Retirement Savings Modernization Act).

Financial Institutions/Investments/Securities · 2024 Q4

Issues related to the application of the Foreign Investment in Real Property Tax Act. Issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.

Taxation/Internal Revenue Code · 2024 Q2

Issues pertaining to the application of the Foreign Investment in Real Property Tax Act. Issues relating to IRC section 1031 like-kind exchanges and issues related to individual retirement accounts. Issues related to non-traded REITs and Business Development Corporations (BDCs). Issues related to the definition of domestically controlled qualified investment entities (DCQIEs). Issues related to Opportunity Zones. Issues related to IRC section 1031 like-kind exchanges.

Taxation/Internal Revenue Code · 2024 Q1