Intuit_Kallana
Employee
Employee

ProConnect is not a tax planning software.  As indicated by another individual, Lacerte does have analysis tools built into it.  For tax planning, you would want to utilize the tax planner inside ProConnect or the Intuit Tax Advisor program that is integrated within it.  It will recommend strategies and you can play with it to see the different impacts.  However, in the end it will still be up to you as the preparer to know what is best for your client's situation.