In episode No. 16 of Human Capital, we talk with Neil Simon, vice president of government relations for the Investment Adviser Association in Washington, about IAA’s efforts to restore — and expand — the deductibility of fees on professional investment and financial planning advice that was repealed with the sweeping tax overhaul enacted in 2017.
Listen in as Simon also talks about what’s percolating in the area of retirement planning legislation as well as regulations affecting advisors in this election year.
Simon also weighs in on the pending lawsuit against the SEC’s Regulation Best Interest as well as when the SEC’s open democratic seat may likely be filled.
— More Human Capital Podcasts:
- Ex-SEC Lawyer Lundy Warns of Sweep of Advisor PPP Loans
- Andy Friedman on Next Stimulus Bill’s Potential Tax Provisions
- ERISA Expert Fred Reish on Market Volatility, Stimulus Plan
- Ed Slott Tackles Thorniest Secure Act Provisions
- Brian Hamburger Details Critical Aspects of SEC’s 2020 Exam Priorities
- Investor Advocate Barbara Roper Doesn’t Mince Words on SEC Rules