About Brian Tullio

This author has not yet filled in any details.
So far Brian Tullio has created 3 blog entries.

An Overview of The American Rescue Plan Act

By: Brian Tullio The American Rescue Plan Act of 2021 was signed into law by President Biden on March 11, 2021.  The sweeping $1.9 trillion coronavirus relief package authorizes a multitude of new and expanded economic aid programs to offer assistance to individuals, families, and businesses struggling amidst the pandemic. The following is [...]

By |2021-03-27T16:48:13+00:00March 25th, 2021|Breaking News, Knowledge Center|0 Comments

Fiduciary Standard vs Regulation BI

By: Brian Tullio In early 2018, the Securities and Exchange Commission (“SEC”) issued a set of proposals, known as Regulation Best Interest (“Regulation BI”), in an effort to lift the standard of conduct applicable to broker-dealers.  Despite thousands of public comment letters, rule revisions, and a lawsuit against its implementation (which is still [...]

By |2020-09-18T21:55:16+00:00September 18th, 2020|Knowledge Center|0 Comments

Introduction to Planned Giving

By: Brian Tullio My name is Brian Tullio and I am excited to introduce myself as the newest member of Fairway Wealth Management.  I am a licensed attorney, and I hold a Master of Laws in Taxation as well as a CERTIFIED FINANCIAL PLANNER ™ Certification.  After practicing law at a boutique tax [...]

By |2020-09-18T21:54:45+00:00May 26th, 2020|Knowledge Center|0 Comments
Go to Top