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At a glance

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Background

Career

The past 12 months

Clients
1
past 12 months
Filings
1
past 12 months
Agencies contacted
Commodity Futures Trading Commission (CFTC)Executive Office of the President (EOP)HOUSE OF REPRESENTATIVESInternal Revenue Service (IRS)Labor, Dept of (DOL)SENATESecurities & Exchange Commission (SEC)Treasury, Dept of

Specific issues

H.R. 20/S.852, Protecting the Right to Organize Act of 2025; H.R. 1013/S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 6084 ERISA Litigation Reform Act; H.R. 8478, Empowering States to Protect Seniors from Bad Actors Act; S. 1526, the Retirement Savings for Americans Act; S. 4371, Empowering States to Protect Seniors from Bad Actors Act; S.5148/H.R. 9765, A bill to amend the Internal Revenue Code of 1986 to allow certain family caregivers to contribute to a Roth IRA; S. 5149/H.R. 9764, A bill to amend the Internal Revenue Code of 1986 to allow additional catch-up contributions for certain family caregivers; DOL Fiduciary Rule proposed rule on retirement security and related proposed changes to prohibited transaction exemptions including Qualified Professional Asset Manager; Retirement Security Rule: Definition of an Investment Advice Fiduciary (EBSA) and related exemptions; Issues relating to the preservation of private sector retirement system; Legislation to make technical corrections related to implementation of SECURE 2.0; ERISA fiduciary legislative proposals; Trump Accounts in Public Law 119-21.
Retirement · 2026 Q1
H.R. 684, Protecting American Savers and Retirees Act; H.R. 1013, Retirement Fairness for Charities and Educational Institutions Act of 2025; H.R. 1255, Investing in Our Communities Act; H.R. 2089, Generating Retirement Ownership through Long-Term Holding (GROWTH) Act; S. 424, Retirement Fairness for Charities and Educational Institutions Act of 2025; S. 1453, the LOCAL Infrastructure Act; S. 1839, Generating Retirement Ownership through Long-Term Holding; S. 1481, LOCAL Infrastructure Act; IRS Stock Buyback Excise Tax; OECD BEPS 2.0 - an effort to address tax avoidance and ensure coherence of international tax rules; Issues related to 529 plans; Information Reporting and Withholding with respect to Bitcoin ETFs; Issues relating to the Global Intangible Low-Taxed Income framework; Reconciliation legislation related to provisions in the 2017 Tax Cuts and Jobs Act; Tax Treatment of Tokenized Securities; Issues related to energy credits under the Inflation Reduction Act; Executive compensation deductibility limits; Preservation of the Municipal Bond Tax Exemption; Reintroduction of the Local Infrastructure Act; Data privacy legislative proposals; Pub. L. No. 119-21 (One Big Beautiful Bill Act) issues relating to Section 899; Digital Assets Taxation; TRUMP Accounts in Public Law 119-21; Sourcing of Certain Borrow Fees; Regulations related to Section 987; Regulations related to Basket Contract Transactions; Regulations related to the Corporate Alternative Minimum Tax; Regulations related to Section 892 Regulations related to 871 (m) Regulations related to dual consolidated loses (DCL) BEAT (Base Erosion and Anti-Abuse Tax) Regulations regarding Qualified Derivative Payments (QDPs).
Taxation/Internal Revenue Code · 2026 Q1

Clients

Sources

This profile is built from the public record: filings in the U.S. Senate Lobbying Disclosure Act system. lda.senate.gov ↗

Recent filings1
2026 Q1
SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION
Q1lda.gov →