WN
WILLIAM NELSON
INVESTMENT ADVISER ASSOCIATION · Washington, DC · registered since 2024
Registered · LDAActive
At a glance
Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
4
4 agencies contacted
Activity
filings by quarter
Works on
Specific issues
Accredited Investor / Expanding Access to Private Markets Small Business Regulatory Relief Retirement Plans Electronic Delivery
Tax Issues for Investment Advisers
Definition "accredited investor" SEC definition of small business entity under RegFlex Act Electronic delivery
deductibility of investment advisory fees eligibility of advisory firms for 199A pass-through benefit savings/retirement
deductibility of investment advisory fees eligibility of advisory firms for pass-through benefit savings/retirement small business E-delivery
retirement savings TCJA tax cliff advisory fee deductibility accredited investor definition 1940 Investment Advisers Act