2026 · 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 16, 2026
Income: Not reported
Expenses: $60,000.00
Registrant: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: dd347385-6848-4e3f-bca4-41e03325d3c1
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

199A, tax incentives for financial planning, and casualty and theft loss deduction

RET · Retirement

General retirement issues impacting personal finance

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