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Courses for every tax professional
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Federal Direct provides best-in-class tax continuing education options for practitioners in the tax preparation industry. Real world tax preparation education topics presented in plain English, by tax professionals! Breaking complex and confusing topics down so you not only learn their impact on your clients but training so you can set yourself apart from your competition as the sought out, go-to tax advisor! Taxes, tax preparation training, and representation at both the IRS and state levels can be intimidating; we want to help you be your best, know the relevant topics, and where to find the answers.
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Upcoming live webinars
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UtPoIT - Basic Tax Overview
This course - one of our "Understanding the Principles of Individual Taxation" series - [+]
will cover the fundamental principles of individual taxation, and to explain the concepts behind the structure of the tax system. This course covers explanations and clarifications of terms as well as an overview of the forms contained in the 1040 Series of returns. This will cover terms used throughout the history of the tax law to TY2024, as well as years prior. This course is mainly focused on TY2024 law, but the terminology applied is universal.[-] -
UtPoIT - Income Explained
This course - one in our "Understanding the Principles of Individual Taxation" (UtPoIT) series [+]
- will cover the explanation and taxability of income in individual tax returns as they apply to TY2024. Special emphasis will be placed on taxable and nontaxable income categories as well as explanations of differing tax requirements with all types of income.[-] -
UtPoIT - Income Forms and Reporting
This course - one of our "Understanding the Principles of Individual Taxation" series - [+]
will cover the various reporting forms used to indicate to the taxpayer and the IRS what type and amount of income is contained within the taxpayer's records as it pertains to TY2024 returns. Example forms will be provided, along with explanations of the necessary subordinate reporting forms and schedules needed to place the income properly on a tax return.[-] -
UtPoIT - Filing Statuses and Requirements
This course - one in our "Understanding the Principals of Individual Taxation" (UtPoIT) series [+]
://www.preparertraining.com/event/utpoit-deductions/">UtPoIT) series - will cover the various rules and exceptions to the rules in regards to the filing requirements and filing statuses for Form 1040 series returns. In addition to covering the basics of who needs to file and how they need to file; extra care will be given to the "exceptions to the rule" and what income/tax requirements may trigger a need to file versus when a return is not required. This topic will cover TY2024 tax law, but can be almost universally applied to any tax year currently under normal statutory limits.[-] -
UtPoIT - Dependents
This course - one of our "Understanding the Principles of Individual Taxation" series - [+]
will cover claiming dependents and will highlight the numerous effects of dependents on the return, from intersectionality with filing status to the numerous credits available. This course covers TY2024 law, with some discussion on prior year tax treatment.[-] -
UtPoIT - Deductions
This course - one in our "Understanding the Principles of Individual Taxation" (UtPoIT) series [+]
- will cover the various types of deductions; Above-the-line, below-the-line, and an explanation of standard and itemized deductions. While it touches on the concept, this webinar does not cover business expenses in depth. However, a clarification of terms and explanation will be part of the presentation in order to help practitioners understand and better explain the concept. This presentation is primarily aimed at TY2024 law topics, but some discussion of pre-TCJA TY2017 and earlier law is included for historical reference and comparative analysis.[-]
Our testimonials
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TommyOverall good training. For the price it is great training. I especially like the live webinars.
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Evelyn HallThis Tax Course was very rewarding & helpful. Thank You
