2025 · 3rd Quarter (July 1 - Sep 30)

INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)

Filed by MINDSET ADVOCACY, LLC.

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Source-reported fields

Filing overview

Type: 3rd Quarter - Report
Posted: Oct 20, 2025
Income: $50,000.00
Expenses: Not reported
Registrant: MINDSET ADVOCACY, LLC
Client: INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)
Filing UUID: d95642e2-1271-4382-8fc9-e9ea480a9a99
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Accredited investor legislation and regulations, Reg A+, Closed-End Funds, Federal securities registration

RET · Retirement

Fiduciary rule and legislation, defined contribution retirement plans

TAX · Taxation/Internal Revenue Code

Sec. 1031, Sec. 199A, Opportunity Zones, issues related to reconciliation

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