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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

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.

There are no sessions available at this time. Please check back later