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How financial planning software companies are prepping for June 25 | Advisor.ca

Retrieved on: 2024-04-30 01:40:57

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Summary

Financial planner Aravind Sithamparapillai adapts to the proposed capital gains tax changes by using Excel for projections, while software like Snap updates early, and Conquest Planning waits for official assent. The article discusses the balance between accuracy and timely updates in financial planning tools.

Article found on: www.advisor.ca

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