Dave,

Thanks for the kind words.

I have been using Lacerte software since the mid-1980s, well before Intuit bought the  software in 1998 from Larry Lacerte for $400 million. When I was working on my masters in tax law back in the late 1980s, the professor who taught gift and estate tax class said something that I never forgot. 

He said the tax laws are esoteric. I can say the same for the tax software.

The best teacher in life is experience. In the meantime, keep asking questions on this forum.  There are some wonderful folks here who are eager to help. After all, knowledge is meant to be shared.

PK