"without them telling me, we don't give tax advice."

Well, you found an internet community of people using Lacerte, ProSeries and ProConnect income tax preparation programs. You question seems not to be related to tax preparation for your client using one of the programs, nor discussing recent or past tax issues that might affect your job.

You seem to be asking for personal tax help. Your CPA already gave you advice and you stated you understand. I would go with that.