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Human Capital: IAA’s Neil Simon on Top Issues Percolating at SEC, the Hill

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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to restore — and expand — the deductibility of fees on professional investment and financial planning advice that was repealed with the sweeping tax overhaul enacted in 2017.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


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