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: 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: 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: 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 [...]
