2025 · 2nd Quarter (Apr 1 - June 30)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filed by MINDSET ADVOCACY, LLC.

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Source-reported fields

Filing overview

Type: Registration
Posted: Apr 30, 2025
Income: Not reported
Expenses: Not reported
Registrant: MINDSET ADVOCACY, LLC
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: a6453439-05b6-4ed5-b1e7-1e187ba62e67
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

RET · Retirement

199A, tax incentives for financial planning, Freedom to Invest in Tomorrows Workforce Act, general retirement issues impacting personal finance

TAX · Taxation/Internal Revenue Code

199A, tax incentives for financial planning, Freedom to Invest in Tomorrows Workforce Act, general retirement issues impacting personal finance

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