Why FINRA's 529 Plan Self Reporting Initiative Matters a Year ......Why FINRA's 529 Plan Self...
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Why FINRs 529 Plan Self- Reporting Initiative Matters a Year Later For Participating Firms That Did Not Participate By Kamaran Fotouhi, John Ivan, Christine Cornejo, Brian Rubin, and Sarah Sallis • . About the Authors: Kamran Fotouhi is a managing director at Capital Forensics, Inc. He may be reached at Kamran.Fotouhi@CapitalForensics.com John Ivan is a managing director at Capital Forensics, Inc. He may be reached at John.lvan@CapitalForensics.com. Christine Cornejo is a managing director at Capital Forensics, Inc. She may be reached at Christine.Cornejo@CapitalForensics.com. Brian Rubin is a partner at Eversheds Sutherland. He can be reached at brianrubin@evershedssutherland.com. Sarah Sallis is an associate at Eversheds Sutherland. She can be reached at sarahsallis@evershedssutherland.com. JUNE 2020 NSCP CURREN 19
Transcript of Why FINRA's 529 Plan Self Reporting Initiative Matters a Year ......Why FINRA's 529 Plan Self...
Why FINRA's 529 Plan SelfReporting Initiative Matters a Year Later For Participating Firms That Did Not Participate
By Kamaran Fotouhi, John Ivan, Christine Cornejo,
Brian Rubin, and Sarah Sallis
• .
About the Authors:
Kamran Fotouhi is a managing director at Capital Forensics, Inc. He may be reached at [email protected]
John Ivan is a managing director at Capital Forensics, Inc . He may be reached at [email protected].
Christine Cornejo is a managing director at Capital Forensics, Inc. She may be reached at [email protected].
Brian Rubin is a partner at Eversheds Sutherland. He can be reached at [email protected].
Sarah Sallis is an associate at Eversheds Sutherland.
She can be reached at [email protected].
JUNE 2020 NSCP CURRENTS 19
