FUTURE STANDARD

Taxation/Internal Revenue Code

H.R. 652/S. 2962, Small Business Investor Tax Parity Act of 2025, all provisions.

TargetedSENATE · HOUSE OF REPRESENTATIVES

Financial Institutions/Investments/Securities

H.R. 2225/S. 1808, Access to Small Business Investor Capital Act, all provisions. H.R 3383, Increasing Investor Opportunities Act, all provisions. H.R. 3339, Equal Opportunity for All Investors Act of 2025, provisions relating to the accredited investor rule. H.R. 3348, Accredited Investor Definition Review Act, provisions relating to the accredited investor rule. H.R. 3394, Fair Investment Opportunities for Professional Experts Act, provisions relating to the accredited investor rule. Multi shareclass issues for non-traded BDCs Issues related to private credit and private equity funds

TargetedSENATE · HOUSE OF REPRESENTATIVES · Securities & Exchange Commission (SEC)

Retirement

Issues related to providing alternative assets in retirement plans.