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JOSEPH SCHWARTZ

MANAGED FUNDS ASSOCIATION · Washington, DC · registered since 2024
Registered · LDAActive

At a glance

Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
3
2 agencies contacted
Activity
filings by quarter
Works on

Background

Career
Washington, DC
2024 - present

Specific issues

Section 864(b) of the Internal Revenue Code - safe harbor for investment in U.S. securities and other assets by non-U.S. investors. Section 174 of the Internal Revenue Code - Research and experimental expenditures expensing. Implementation of the Inflation Reduction Act (P.L. 117-169), including the Corporate Alternative Minimum Tax and Stock Repurchase Excise Tax. Carried interest.
Taxation/Internal Revenue Code · 2024 Q3

Clients

2024 · 3 filings
$██,███ / qtrUnlock

Filing history

2024 Q3
MANAGED FUNDS ASSOCIATION
Q3lda.gov →
2024 Q2
MANAGED FUNDS ASSOCIATION
Q2lda.gov →
2024 Q1
MANAGED FUNDS ASSOCIATION
Q1lda.gov →
Showing recent filings · full history on lda.gov