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

Tax Day Extended

By: Franco DiLiberto Tax Day has been extended! On March 21, 2020, the IRS announced that the federal income tax filing due date for 2019 returns is automatically extended from April 15, 2020 to July 15, 2020.  This extension applies to all taxpayers, including individuals, trusts, estates, etc.  This new filing date also [...]

By |2021-04-28T15:57:12+00:00March 24th, 2020|Knowledge Center|0 Comments

What You Need to Know About the SECURE Act

By: Franco DiLiberto The SECURE Act On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law.   This law affects most retirement savers, as well as employers who offer retirement plans to their employees.  The law’s provisions are designed [...]

By |2020-08-10T20:35:48+00:00January 27th, 2020|Knowledge Center|0 Comments
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