George4Tacks
Level 15

https://www.buzzsprout.com/2507700/episodes/17268666-how-i-built-my-first-planning-package

There are training videos, including some with CPE or PE credits at https://accountants.intuit.com/training/  One is 5 Tax Projections Tools in Intuit Tax Advisor, but the Watch now is not working right now. Maybe @Kathi_at_Intuit can look into fixing it.  


Answers are easy. Questions are hard!