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TRAINING

FPS 706 & FAS “Live” WebEx Training for New Users
FREE Recorded FPS Online Training for 706
FREE Recorded FPS Online Training for FAS Accounting
FREE Recorded Training on zCalc - Estate Planning and More
FREE FPS WebEx Training for 1041 and 709
FPS Hands On Training - FAS/706
FPS Hands On Training - 1041/709

FPS 706 & FAS  “Live” WebEx Training for New Users (Register - Click Here)

Online training sessions are conducted over the Internet using Webex, an Internet-based meeting tool. These training sessions last approximately two hours.
Note: Training Sessions are limited to 30 REGISTRANTS PER SESSION.

FPS 706 WebEx Training:

  • Program overview
  • Entering Assets and Deductions
  • Calculating the value of beneficiaries’ interest in the estate
  • Intra-related calculations
  • Printing 706 schedules and worksheets

FPS  FAS WebEx Training:

  • Program overview
  • Entering typical accounting transactions, e.g. original assets, income, disbursements, distributions
  • Using diagnostic reports
  • Printing accounting schedules

Cost:  $75.00 per class

Date Name  
05/21/08 2:30 p.m. EST FPS WebEx LIVE FAS  
05/28/08 2:30 p.m. EST FPS WebEx LIVE 706  

 

FREE Recorded FPS Online Training for 706
(Register and Begin Training - Click Here)

Fast-Tax offers recorded online training sessions for FPS 706. These sessions cover basic program operation and are ideal for new users or those who simply want a refresher course. The sessions last approximately 60 minutes. However, you have the ability to skip directly to sections of specific interest.

Click the link above to begin the training session. The process involves installing a player and this is done automatically before the session begins.

 



FREE Recorded FPS Online Training for FAS Accounting
(Register and Begin Training - Click Here)

Fast-Tax offers recorded online training sessions for FPS Accounting. These sessions cover basic program operation and are ideal for new users or those who simply want a refresher course. The sessions last approximately 60 minutes. However, you have the ability to skip directly to sections of specific interest.

Click the link above to begin the training session. The process involves installing a player and this is done automatically before the session begins.

 

 

FREE Recorded Training on zCalc - Estate Planning and More (Register - Click Here)

Recorded online training sessions on zCalc last about 15 minutes. These sessions cover basic program operation and are ideal for new users.

 

FREE FPS WebEx Training for 1041 and 709 (Register - Click Here)
Note: Training Sessions are limited to 100 REGISTRANTS PER SESSION.

Online training sessions are conducted over the Internet using Webex, an Internet-based meeting tool. These training sessions last 60-90 minutes and focus on specific programs or aspects of the programs. Each online training session will accommodate 100 attendees. The session is broadcast over the Internet and attendees participate by logging into the site using the login information provided the morning of the session.

Date Name  
None scheduled.    

 

FPS Hands On Training - FAS/706 (Register - Click Here)

Fast-tax now offers a new training format designed for entry-level trust and estate professionals. Our new format focuses on preparing fiduciary accountings and estate tax returns. We will devote an entire day to the "how-to's" of fiduciary accountings and another day to estate taxation.  These sessions will also include training on our accounting and 706 products.

Fiduciary Accounting - What This Course Covers:

  • What is a fiduciary accounting?
  • How to record various types of receipts and disbursements
  • Basis for allocating receipts and disbursements between income and principal.
  • Balancing the account.
  • Finalizing the account.

706 Death Tax - What This Course Covers:

  • What is an estate tax return?
  • How to value assets for date of death purposes.
  • Alternate value election (the effect of dispositions during the alternate value period).
  • Deductions on Form 706.
  • Bequests to surviving spouse and charity.
  • Interrelated computations.
  • Generation skipping transfer tax.

Cost:  $375.00 for each class or $600 for both FAS and 706

How to Register for Training: To register for training, complete the information on the registration page, then print out the invoice and fax it to (856) 805-9050.

Classes start promptly at 9:00 AM and are scheduled to end at 3:00 PM.

Cancellation Policy: You may cancel your registration up to 14 days before the training. Your registration fee will be refunded less a nominal enrollment charge of $30.00 per class. If you need to cancel less than 14 days prior to the training, you may send a substitute from your organization.

Space is limited, so register today!

Start Date Location
None scheduled.  

 

FPS Hands On Training - 1041/709 (Register - Click Here)

Fast-tax now offers a new training format designed for entry-level trust and estate professionals. Our new format focuses on preparing fiduciary income tax and gift tax returns.  These sessions will also include software training on our 1041 and 709 products.

1041 Trust & Estate Income Tax - What This Course Covers:

  • What is a 1041 return?
  • How to create a client
  • How to import from prior years return
  • How to import from FAS account system
  • How to manually enter data if not importing
  • How to code beneficiary data
  • How to do a final year return

709 Gift Tax - What This Course Covers:

  • What is a gift tax?
  • How to create a client
  • How to do imports from prior years returns, including pro-forma’s
  • How to enter donee information
  • How to enter gifts, including GST allocations

Cost:  $375.00 per person

How to Register for Training: To register for training, complete the information on the registration page, then print out the invoice and fax it to (856) 805-9050.

Classes start promptly at 9:00 AM and are scheduled to end at 3:00 PM.

Cancellation Policy: You may cancel your registration up to 14 days before the training. Your registration fee will be refunded less a nominal enrollment charge of $30.00 per class. If you need to cancel less than 14 days prior to the training, you may send a substitute from your organization.

Space is limited, so register today!

Start Date Location
None scheduled.  

 

 

MEETINGS & EVENTS

Court Accounting and Tax Preparation Breakfast
Court Accounting & Tax Preparation Service Web Seminar
FPS User Group Meetings
FPS Online User Group

Court Accounting and Tax Preparation Breakfast (Register - Click Here)

Join Fast-Tax for a complimentary Court Accounting and Tax Preparation Information Breakfast!

Learn about Fast-Tax Court Accounting and Tax Preparation Services. Our experts will show you how Fast-Tax can help you focus on more profitable, less time-consuming tasks.

Fast-Tax is the largest and most experienced provider of court accounting solutions in the country, helping to ensure that law firms, banks and accounting firms achieve their compliance and strategic business goals. Come and hear how Fast-Tax can help you with all of your Court Accounting and Tax Preparation needs.

Date/Time Name/Location  
06/25/08  (8:00 am PST) CAP Breakfast, Los Angeles, CA  

 

Court Accounting & Tax Preparation Service Web Seminar (Register - Click Here)

FREE 20-30 minute online information sessions giving an overview of the FPS accounting and tax preparation service, process, history and pricing guidelines.

Date Name  
06/12/08 2 p.m. EST FPS Court Accounting & Tax Prep Webinar  
07/10/08 2 p.m. EST FPS Court Accounting & Tax Prep Webinar  
08/14/08 2 p.m. EST FPS Court Accounting & Tax Prep Webinar  
09/18/08 2 p.m. EST FPS Court Accounting & Tax Prep Webinar  

 

FPS User Group Meetings (Register - Click Here)
Staffed by FPS Software management, these meetings give us an opportunity to meet our valued clients face-to-face, and give you the opportunity to meet the people who can make a difference, and to visit with other FPS Software users.
Date / Time Location  
06/25/08  (9:00 am PST) Los Angeles, CA  

 

FPS Online User Group (Register - Click Here)

FREE online information sessions are conducted over the Internet using Webex, an Internet-based meeting tool. These information sessions last between 60 and 90 minutes and focus on specific programs or aspects of the programs.

Date Name  
05/22/08  (11:00 am EST) FPS WebEx User Group  
05/29/08  (2:00 pm EST) FPS WebEx User Group  

 

 

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