NM
At a glance
Registered since
2024
Senate LDA system
Clients
18
last 3 years
Filings
44
10 agencies contacted
Activity
filings by quarter
Works on
Background
Government experience
Leg. Dir
Rep. Ed Perlmutter
2013-2017); Leg. Asst, Rep. Ed Perlmutter (2011-2013
Disclosed on LD-2 filings
Career
IL
Specific issues
Discuss data privacy and security, including H.R.1165, Data Privacy Act of 2023. Discuss proposals to combat fraud.
Educate Members of Congress on tax preparation services and related legislation; educate Members of Congress on reforming PTIN issuance process and Form 1099-K; oppose Government Populated Return proposals; monitor tax and IRS funding proposals, including those in P.L.117-169, the Inflation Reduction Act of 2022; discuss tax proposals, including H.R. 7024, the Tax Relief for American Families and Workers Act of 2024.
Monitor Cyber Incident Reporting language.
Monitor legislative and regulatory actions related to tax, including P.L.117-169, the Inflation Reduction Act. Educate lawmakers on tax issues impacting the alternative investments industry.
Educate policymakers on issues related to artificial intelligence.
Educate policymakers on issues related to consumer tax reporting for online marketplace users and sellers, including 1099-k reform.
Clients
Filing history
MANAGED FUNDS ASSOCIATION
CURIO WELLNESS
CIRCLE
H&R BLOCK MANAGEMENT, LLC
COREBRIDGE FINANCIAL, INC. AND AFFILIATES
MERCARI, INC.
THE AMERICAN COUNCIL OF LIFE INSURERS
PAYWARD INC D/B/A KRAKEN
COINFLIP
SWISS REINSURANCE COMPANY LTD
ZURICH AMERICAN INSURANCE COMPANY
PLAID INC.