News & Advocacy

Sep 27, 2021, 13:36 PM by J Fitzgerald

ADISA President Matt Malone signed a letter on behalf of ADISA’s membership expressing concern about language included in Sec. 138312 that would make certain investments impermissible for individual retirement accounts (IRAs) to own.

Sep 10, 2021, 09:32 AM by J Fitzgerald

ADISA, along with other members of The Real Estate Like-Kind Exchange Coalition, signed a letter submitted earlier this week to House Committee on Ways and Means Chairman Richard Neal (D-MA), and Senate Committee on Finance Chairman Ron Wyden (D-OR), emphasizing the importance of like-kind exchanges.

Aug 12, 2021, 11:51 AM by J Fitzgerald

On Wednesday, August 11, the U.S. Senate concluded the first step in the 2022 budget reconciliation process, introducing and passing a budget resolution on a strict party line vote of 50-49 (one Republican senator was absent).

Jul 23, 2021, 08:35 AM by J Fitzgerald

This week, ADISA’s president Matt Malone signed a letter on behalf of ADISA’s membership to the U.S. Senate Committee on Health, Education, Labor & Pensions expressing strong concerns with H.R. 842, The Protecting the Right to Organize (PRO) Act.

Jul 9, 2021, 11:23 AM by J Fitzgerald

On Thursday and Friday, July 8 and 9, ADISA staff and members met with Congressional staff, continuing our outreach on the importance of 1031 Like-Kind Exchanges.

Jun 29, 2021, 11:59 AM by J Fitzgerald

In actuality, the like-kind exchange is misunderstood. It offers a huge economic impact, adding $55 billion annually to the GDP and creating half a million jobs.

Jun 24, 2021, 10:17 AM by GlobeSt.com

Harrison: My feeling is that cooler heads among legislators will prevail, and they’ll take a careful look at the economic, jobs and environmental benefits of 1031 exchanges, and will move to preserve it.

Jun 3, 2021, 10:26 AM by J Fitzgerald

As the Biden Administration proposes placing limits on a century-old tax deferral provision, a new research study conducted by Ernst and Young found that 1031 exchanges are expected to generate $7.8 billion in federal, state and local taxes this year.

May 28, 2021, 09:31 AM by J Fitzgerald

May 26, 2021, 13:04 PM by J Fitzgerald

May 10, 2021, 00:00 AM by J Fitzgerald

The fight to protect Section 1031 of the Internal Revenue Code is underway, and ADISA is in the heart of the fray.

May 6, 2021, 23:00 PM by J Fitzgerald

ADISA supports retaining existing like-kind exchange provisions of real property permitted under Section 1031 of the tax code.

May 6, 2021, 11:00 AM by J Fitzgerald

Apr 29, 2021, 14:21 PM by J Fitzgerald

We are looking forward to seeing our friends and colleagues in what, for many, will be the first large gathering in a very long time.

Apr 20, 2021, 00:00 AM by J Fitzgerald

Mar 18, 2021, 14:56 PM by J Fitzgerald

On behalf of more than 30 national real estate, housing, environmental, farming, ranching, forestry and financial services-related organizations, ADISA co-signed letter to key members of chief tax counsels of the congressional tax-writing committees, as well as Secretary of the Treasury Janet Yellen, stressing the importance of Section 1031 Like-Kind Exchanges as Congress works to broaden the economic recovery as it reviews the impact of existing tax provisions.

Feb 26, 2021, 00:00 AM by J Fitzgerald

ADISA’s Board of Directors recently commissioned a task force to develop tools to help improve the investment products in the retail AI industry. The task force, the AI Betterment Task Force, has as its first chairs Sherri Cooke (iCapital Network) and Brad Updike (Mick Law), assisted by Ann Moore (International Assets Advisory), Jean Merriman (Strategic Financial Alliance), Lilian Morvay (IBD Consulting), Travis Hicks, (Independent Financial Group ), Greg Mausz (Preferred Capital Securities), Michael Miller (Sigma Financial), and Darryl Steinhause (DLA Piper).

Feb 9, 2021, 00:00 AM by Patty Grega

ADISA’s fully searchable online financial Products & Services Directory is LIVE! The directory, made available by our publisher Naylor Association Solutions, is aimed to give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment products, as well as other supplier support.

Feb 3, 2021, 00:00 AM by Patty Grega

On behalf of organizations representing more than 544,000 workers in the financial services industry in New York State, ADISA co-signed letters to the Honorable Andrew Cuomo, Governor of New York State; the Honorable Andrea Stewart-Cousins, President Pro Tempore and Majority Leader; and the Honorable Carl Heastie, Speaker of the Assembly, to express opposition to re-imposing any form of a New York State Stock Transition Tax (STT).

Jan 15, 2021, 00:00 AM by Patty Grega

BEWARE of ADISA membership lists scams. There are several “pirates” who somehow get prior-year meeting attendance lists and then approach our companies with an attempt to sell fake, fraudulent and unapproved membership and/or attendee lists. Please note that ADISA never sells its membership or past conference attendee lists.