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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
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.