2025 · 3rd Quarter (July 1 - Sep 30)

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: 3rd Quarter - Report
Posted: Oct 15, 2025
Income: Not reported
Expenses: $70,000.00
Registrant: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: f4fbb286-9246-405a-b82d-a2aef9977708
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. Freedom to Invest in Tomorrows Workforce Act, casualty and theft loss deduction

RET · Retirement

General retirement issues impacting personal finance

Relationship and amount limits

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