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Wealthsimple Tax (formerly SimpleTax) is an all-in-one tax preparation and filing platform. [43] In September 2019, Wealthsimple acquired SimpleTax, a Canadian tax software company launched in 2012. The acquisition of SimpleTax added online tax-return preparation and filing service to Wealthsimple's suite of financial products. [43] [44] [45]
Before the TCJA, investors could deduct financial advisor fees if they exceeded 2 percent of their adjusted gross income (AGI) in 2017 and prior tax years. But this really only provided a measure ...
We rate the best tax software solutions — from budget-friendly options for straightforward returns to feature-rich platforms for more complex situations — to help simplify the 2025 tax season.
If the fees or asset minimums required by most wealth management firms seem too high for you, your situation is probably not a good fit for a wealth manager. However, there are other options for ...
A progressive wealth tax that varies by residence location. Most cantons have no wealth tax for individual net worth less than SFr 100000 (approx. US$100,000) and progressively raise the tax rate on net assets with a top rate ranging from 0.13% to 0.94% depending on canton and municipality of residence. [30]
In the investment management industry, a separately managed account (SMA) is any of several different types of investment accounts.For example, an SMA may be an individual managed investment account; these are often offered by a brokerage firm through one of their brokers or financial consultants and managed by independent investment management firms (often called money managers for short ...