Which item is NOT a current How-To in the Knowledge Base?

• A. Add a Rolling GRAT
• B. Share a presentation with Clients
• C. Create a client budget
• D. Import client accounts

Answer: (A)

How-To entries in the Knowledge Base are step-by-step instructions for performing actions directly in the software. The option describing adding a Rolling GRAT isn’t a current How-To because Rolling GRATs are a specific estate planning strategy, not a software task you execute inside the platform. The other options—sharing a presentation with Clients, creating a client budget, and importing client accounts—map to concrete actions you perform in the system, each with a guided flow in the Knowledge Base. So the item about a Rolling GRAT stands out as not fitting the idea of a user-facing How-To.