About federal direct

Federal Direct provides best in class continuing education options for practitioners in the tax preparation industry. Real world tax 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, preparation 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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Flexible continuing education options

Upcoming live webinars

  • UtPoIT - Education

    This course - one of our "Understanding the Principles of Individual Taxation" series - [+]

    will cover the various tax benefits and credits associated with education as outlined primarily in IRS Publication 970. This course applies mostly to TY2021 tax law, but does contain some historical discussion.[-]
  • UtPoIT - Taxes, Estimates, and Withholding

    This course - one of our "Understanding the Principles of Individual Taxation" series - [+]

    will cover various aspects of taxes outside the income tax and how they intersect with federal taxation. In this course, we will cover various types of payroll and other state and local taxes, especially in regards to FICA and Form W-4 calculation. Additionally, we will discuss estimated payments and withholding in regards to the TY2021 season and beyond.[-]
  • UtPoIT - Capitalization

    This course - one of our "Understanding the Principles of Individual Taxation" series - [+]

    covers the treatment of deducting capital expenses through a process known as depreciation. Discussions include the use of Form 4562, thorough breakdowns of terminology, and similar treatments to depreciation like amortization. Included are also discussions on utilizing advanced forms of depreciation and expensing methods, like Section 179 or bonus depreciation for the TY2021 season.[-]
  • UtPoIT - Finalizing the Return

    This course - one of our "Understanding the Principles of Individual Taxation Series" courses [+]

    - covers what happens when the return is complete. It will handle signature and recordkeeping requirements, filing deadlines, payments, payment arrangements, etc. for the TY2021 season and beyond, although pre-TY2021 law remains almost exactly the same.[-]
  • UtPoIT - Practice Before the IRS

    This course - one of our "Understanding the Principles of Individual Taxation" series - [+]

    will cover the duties and responsibilities of practice before the IRS, as well as a 'how-to' description of the process when dealing with official IRS revenue agents, customer service staff, and others. We will clarify the distinction between full and limited representation, especially how it pertains in connection to the IRS' voluntary preparer program: The Annual Filing Season Program.[-]
  • Identity Theft - Identification and Resolution

    This course covers the tax aspects of identity theft; How to identify potential fraudulent [+]

    filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.[-]
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Our testimonials

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  • Overall good training. For the price it is great training. I especially like the live webinars.

    Tommy
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  • This Tax Course was very rewarding & helpful. Thank You

    Evelyn Hall
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Annual Filing Season Program

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