All Insights

June 28, 2023

Dramatic Changes in the Tax Landscape

Dramatic changes in the tax landscape lie ahead. What are they and what should we do now? Give our latest "ConsiderIt Wealth" podcast a listen as Rick Simonetti and Matthew Ellis discuss this topic and propose some answers.

Advisory services offered through Fidelis Capital Partners, LLC., an Investment Adviser registered with the U.S. Securities & Exchange Commission. Please refer to our ADV brochure found at for a complete description of services and fees offered through Fidelis. Fidelis does not provide tax advice, please consult with your tax professional regarding your unique situation. 

Log Into the Fidelis Capital
Client Portal