LPL FINANCIAL

Financial Institutions/Investments/Securities

S. 3815/ H.R. 1807 Improving Disclosure for Investors Act; General interest in issues related to E-Delivery General interest in anti-money laundering, cybersecurity, and privacy proposals

TargetedSENATE · HOUSE OF REPRESENTATIVES

Retirement

S. 4917 Retirement Fairness for Charities and Educational Institutions Act of 2024 General interest in retirement issues H.R. 82/ S. 597 Social Security Fairness Act General issues related to social security

TargetedSENATE · HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code

General interest in tax incentives for retirement plans, individual tax exemptions and maintaining the independent contractor classification of certain financial professionals General interest in Section 199A of the Internal Revenue Code General Interest in deductions for advisory fees General Interest in Capital Gains General Interest in Estate Tax