Frequently asked questions

Expand All

The "webinar only" hosting option is prefect for FAs who want to participate in The All-Star Tax Series but are concerned about hosting on-site at their branch office.  With this option, your FA information still displays on the All-Star Tax website, and registrants can still select your branch when they sign up.  However, registrants will only be able to watch the courses via webinar, from their own computers.  You will never need to host attendees in person at your branch.  However, after each broadcast, All-Star Tax will send you a list of webinar attendees who identified with your branch, so you can contact them to follow-up if you wish.
Yes.  When you sign up to host, you have the option to set a per-broadcast maximum capacity.  This means that, once you have reached a set limit on the number of people who are registered to come to your office for a course, no further on-site registrations will be allowed.  Registrants can still sign up to attend via webinar in this case.
Yes, you have the option to request an alternate time and/or date for a broadcast.  You can submit this request by logging in to your online account at www.allstartax.com/fa and clicking "Add/Change Date/Location."  Requests must be made two weeks prior to the original broadcast date, and new broadcast dates must fall within 30 days after the original broadcast date.  Once your request is submitted, it will be reviewed by All-Star Tax within one business day, and you will receive an email letting you know if your request was approved or denied.  If your request was denied, you can re-submit a new date for review.
Yes.  You can request an additional date for a broadcast.  For example, if one of your attendees cannot attend on the regular date, you may want to allow that single attendee to view on a second date.  You can submit this request by logging in to your online account at www.allstartax.com/fa and clicking "Add/Change Date/Location."  On the request form, be sure to check the "additional date" box.  Requests must be made two weeks prior to the original broadcast date, and new broadcast dates must fall within 30 days after the original broadcast date.  Once your request is submitted, it will be reviewed by All-Star Tax within one business day, and you will receive an email letting you know if your request was approved or denied.  If your request was denied, you can re-submit a new date for review.

We strongly encourage the FA to be present during the program and interact with your in-office participants. In the event that you are not able to view a broadcast, a BOA can host the program in your absence. 

If an attendee walks in and has not pre-registered for a broadcast, please be sure that they sign the attendance form, just like any other attendee. Walk-in attendees need to call The All-Star Tax Series at (610) 994-9595 within 48 hours to provide payment so that credit can be issued. Please do not accept a check for payment at your branch. You can print course materials for them, if you wish, or they will be able to print their own materials after the broadcast.
Alternate dates are typically denied for two reasons.  First, we cannot approve your request if there is not a subject matter expert available to respond to participant questions on that date.  Second, your request will be denied if it falls more than 30 days after the initial broadcast date.
No, you are not responsible for printing course materials for your attendees. Registrants will be given full instructions for accessing the materials online in advance of the program. They do not have to have the course materials in hand to receive credit for the program. They have the option to print the materials after the program if they forget to do so before and they want them for reference. However, if you wish to print course materials for your attendees, you will have access to them approximately two weeks prior to the program. To print course materials, log in to your profile on www.allstartax.com/fa and click "Manage Courses."
Yes! Please view the information on JonesLink. From the Marketing Tab, Broadcasts --> CPE/CFP Broadcasts (All Star Tax Series)--> under See Also Section at the bottom, click on Professional Broadcast Series Reimbursement.

Access the broadcast through the Media Library. Instructions on how to view the series can be found on the Hosting Professional Broadcasts "All-Star Tax Series" - Process page. 

For technical support with a broadcast in your office, please contact the Edward Jones Help Desk at #14.  For customer service-related inquiries, please contact All-Star Tax at (610) 994-9595.