Adviser Advocacy Day

AdvocacyDay 2020


2020 Adviser Advocacy Day Cancelled Due to COVID-19 Concerns
Policy Themes and Presentations Now Part of IAA Leadership Week

Neil Simon

After careful consideration and with the utmost concern for the health of our IAA community – our members, speakers, partners, staff and families – the IAA has cancelled our traditional Adviser Advocacy Day and the in-person visits by participating IAA members to their legislators on Capitol Hill.

Instead, we are incorporating Adviser Advocacy Day’s policy themes and presentations into our virtual IAA Leadership Week agenda on October 5-8.

David Wasserman

That content will feature policy briefings by IAA Vice President for Government Relations Neil Simon and others on key issues affecting our industry – including restoring and expanding the itemized deduction for investment advisory fees, authorizing electronic delivery of disclosure documents in lieu of paper documents, adoption of a comprehensive federal privacy law, making advisory firm owners eligible for the 20 percent pass-through deduction – and more.

And with less than a month to go before the November elections, one of the nation’s top political forecastersDavid Wasserman, House Editor of The Cook Political Report – will present his up-to-the-minute analysis of where things stand, what’s likely to happen and what that could mean for the nation and our economy.

Contact Congress

The IAA urges members to use our easy, online Contact Congress tool to contact their federal legislators in support of our tax and other legislative initiatives. The provides sample letters – which you are free to customize to your liking – and will automatically identify your legislators and email your letters.




For questions regarding IAA Advocacy, call (202) 293-4222 or email