Representation of association of large institutional investors on public policy matters, including implementation of Dodd-Frank, and other legal and
compliance matters. Assisted association members on educating policymakers on key issues impacting institutional investors.
Representation of public sector 529 plans, including providing advice on operations, interpretations, and documentation. Provided compliance advice and
implementation of relevant state and federal legislation and regulations.
Representation of large insurance companies on tax policy and financial services matters, including both company and product issues.
Counseled coalition of infrastructure companies on advancing legislation to allow for tax-exempt financing of social infrastructure projects.
Assisted client on recommendations to the Treasury Department for regulatory guidance to allow rollover of monies in flexible savings accounts (FSAs).