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Courses for every tax professional
Get started nowAbout 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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Upcoming live webinars
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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.[-] -
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 TY2025 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 TY2025 season.[-]
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
