2025 · 1st Quarter (Jan 1 - Mar 31)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filed by CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC..

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Source-reported fields

Filing overview

Type: 1st Quarter - Report
Posted: Apr 21, 2025
Income: Not reported
Expenses: $30,000.00
Registrant: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: 04e31182-791b-4dce-be66-1c0221b5e380
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

LBR · Labor Issues/Antitrust/Workplace

Use of 529 plans for certification expenses

FIN · Financial Institutions/Investments/Securities

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

TAX · Taxation/Internal Revenue Code

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

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