He is actually looking to do it in 2023, I am trying to advise on the potential tax benefits by running a few scenarios in Pro Series.  This will not involve any syndicates, so that is not an issue. I just want to be sure I am advising correctly at 50% AGI (which all my research indicates), but am doubting myself as proseries is only calculating at 30%  I am unnsure if I am missing some step, or is proseries miscalculating or is my research wrong?