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    • Created with Sketch. The 9/15 deadline is quickly approaching! Check out our Hot Topics ProSeries | Lacerte | ProConnect
    Created with Sketch. The 9/15 deadline is quickly approaching! Check out our Hot Topics ProSeries | Lacerte | ProConnect
    maryannreidcpa
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    • 706 portability

      how to fill out the 706 for portability purposes when there is no probate because all assets are owned by the revocable family trust. Do you still list the item...
      maryannreidcpa
      1
      Sep 11, 2025
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