Level 8
07-16-2022
06:30 PM
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I don't know of anything Lacerte specific, but I found this. It's a Wolters Kluwer, so a competitor, but it doesn't look to be software specific.
https://www.cchcpelink.com/self-study/charitable-remainder-trusts-and-preparing-form-5227/20207/
I would focus on the form/topic training, and make your firm's procedures to scrutinize the first several to make sure the Lacerte inputs get you the form outputs you need.
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