ONESOURCE Trust & Estate Administration thomsonreuters.com

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

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

FAS WebEx Training:

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

Field of Study: Specialized Knowledge
CPE Credit: 2 hours
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Instructional Method: Group - Internet Based
Cost: $75.00 per class

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Our 2009 training sessions are designed to help both new and existing users. Our focus will be familiarizing attendees with entering more complicated transactions rather than transactions that are typically encountered on a day-to-day basis.

What This Course Covers:

Fiduciary Accounting

• Introduction to ONESOURCE Trust & Estate Administration accounting software
• Sample transactions – exchanges, spin-offs, real estate sales, mortgages, notes, loans receivable and payable
• Printing – formatting reports, exporting to various document formats
• Keyboard shortcuts
• Product integration

706 Death Tax

• Introduction to ONESOURCE Trust & Estate Administration 706 software
• Product integration
• Sample transactions – exchanges, stock distributions, mortgages, notes receivable and loans payable
• Printing – estate tax schedules, supporting schedules
• Keyboard shortcuts

Click Here for Detailed Agenda

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

Classes start 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!

Field of Study: Specialized Knowledge
CPE Credit: 5 hours
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Instructional Method: Group - Live
Cost: $375.00 for each class

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Thomson Reuters offers recorded online training sessions for ONESOURCE Trust & Estate Administration 706 software. 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.

Register and Begin Training - Click Here

Thomson Reuters offers recorded online training sessions for ONESOURCE Trust & Estate Administration 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.

Register and Begin Training - Click Here

Recorded online training sessions on ONESOURCE Trust & Estate Administration estate planning lasts about 15 minutes. These sessions cover basic program operation and are ideal for new users.

(Register - Click Here)

Online training sessions are conducted using WebEx, an Internet-based meeting tool. These training sessions last 60 minutes and target the use of ONESOURCE Trust & Estate Administration 1041 and 709 software to prepare fiduciary income tax returns and gift tax returns. Note: Training Sessions are limited to 30 REGISTRANTS PER SESSION.

709 WebEx Training:

• Program overview
• Creating returns from prior year
• Creating charitable and non-charitable donees
• Entering gifts
• GST exemption calculations
• Review gift tax forms and schedules
• Printing the 709 and supporting schedules

1041 WebEx Training:

• Program overview
• Creating returns from prior year
• Entering income & deductions
• Overview of frequently needed forms and how to enter information necessary to complete them
• Printing the 1041 and supporting schedules

Field of Study: Specialized Knowledge
CPE Credit: 1 hours
Program Level: Basic
Prerequisite: None
Advanced Preparation: None
Instructional Method: Group - Internet Based
Cost: $75.00 per class

(Register - Click Here)

Learn about ONESOURCE Trust & Estate Administration solutions. Thomson Reuters experts will show you both software and preparation services options to address your Court Accounting and Tax preparation needs for trusts and estates.

Thomson Reuters 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 we can help you with all of your court accounting and tax preparation needs.

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

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Staffed by Thomson Reuters software experts, 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 ONESOURCE Trust & Estate Administration software users.

(Register - Click Here)

FREE online information sessions are conducted 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.