About federal direct

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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Flexible continuing education options

Upcoming live webinars

  • UtPoIT - Capital Gains, Asset Sales, and Stocks

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

    will cover the reporting of capital gains income due to everything from yard sales, business asset sales, stocks, virtual currency, and beyond for TY2025 onwards.[-]

  • ITIN Basics - Introduction to ITINs and impacts from OBBBA updates

    This course will cover the procedures for completing US tax returns for undocumented immigrants [+]

    and foreign nationals. Special care will be taken to explain the details of the program; including certification and registration standards for tax preparers and tax offices offering ITIN services, client documentation requirements, and the application and filing process. We will discuss the updates and impact on returns with ITINs relating to the passing of OBBBA as well as covering common problems and issues. Who is your typical client in this scenario? What is their typical filing process and requirements? How can they file and claim a tax refund? What credits are available to them and what credits are not? This course will provide 1 IRS continuing education credit from the General Tax Law category.[-]

  • ITIN Basics - The Application Process

    This course will cover, in detail, the filing procedures and application processes for completing [+]

    US tax returns for undocumented immigrants and foreign nationals in various real-life scenarios. We will cover best practices when applying for ITINs for Taxpayers, Spouses, or dependents and discuss how the recent updates from the OBBBA tax law changes impact returns with ITINs. We will discuss which form should be filed for your client, 1040, 1040X or 1040NR, and we will touch on W-7 exceptions. We will talk about multiple preparation scenarios from varying levels of tax office certifications, including the Certifying Acceptance Agent designation. This course will provide 1 IRS continuing education credit from the General Tax Law category.[-]
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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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