Anticipate, Navigate, and Influence Federal Tax Policy
At Fulcrum, we help clients anticipate, navigate, and influence the federal tax policy landscape. Our Government Affairs team provides strategic counsel at the intersection of tax policy, legislative strategy, and regulatory implementation, partnering with clients across the financial services industry to advance policy priorities and mitigate emerging risks.
Advocacy Across the Full Policy Lifecycle
From the earliest stages of policy development through enactment and implementation, we provide comprehensive advocacy support across the full policy lifecycle. We monitor legislative and regulatory activity, assess political and policy dynamics, identify emerging opportunities and challenges, and develop integrated engagement strategies that position clients to achieve meaningful outcomes before Congress, the Administration, and key federal agencies.
Our team works closely with clients to translate complex business objectives into effective public policy strategies.
Leveraging deep relationships, policy expertise, and a sophisticated understanding of the federal policymaking process, we help clients educate policymakers, build coalitions, shape legislative proposals, and navigate evolving regulatory frameworks.

Federal Tax Matters We Advise On
Our experience includes advising clients on a broad range of federal tax policy matters, including:
- Corporate tax policy
- Research & Development (R&D) tax incentives and credits
- Digital asset taxation
- Housing tax policy, including the Low-Income Housing Tax Credit (LIHTC)
- Health care tax policy
- Federal tax deductions and business incentives
- Implementation of the One Big Beautiful Bill (OBBB)
- Tax provisions affecting financial institutions, capital markets, and investment products
Advocacy Beyond Technical Expertise
We recognize that successful tax advocacy requires more than technical expertise. Today's tax debates are shaped by broader economic priorities, political realities, and stakeholder interests. Fulcrum develops tailored advocacy strategies that combine substantive policy analysis with strategic communications, coalition management, and targeted engagement to help clients influence the policymaking process at every stage.
Whether advancing new legislative priorities, responding to regulatory developments, or preparing for implementation of newly enacted laws, Fulcrum provides clients with the strategic insight, policy expertise, and government affairs capabilities needed to navigate an increasingly complex federal tax environment and achieve durable policy outcomes.

A Tax Practice Recognized for Results
Facing a Federal Tax Policy Challenge?
From corporate tax and R&D credits to OBBB implementation, Fulcrum helps clients achieve durable outcomes. Tell us about your issue and we’ll tell you how we’d approach it.