I've never used the Lacerte Planner. I looked at it when it first came out and decided it was subpar.

I use BNA's (Bloomberg now?) Income Tax Planner. You can export clients from Lacerte. It handles complex situations and multiple cases and years. I don't do any farm averaging so I can't speak to that aspect. It may be worth your while to look at. I've used it for 30+ years.