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

  • Tax Law Updates - TY2020

    This course covers updates and changes to the tax law for the upcoming TY2020 [+]

    tax season as outlined mainly inside Rev. Procedures 2019-44 and 2019-46. While some attention is given to discussion of the IRS' response to the COVID-19 pandemic; this course primarily covers content prior to the adoption of COVID-19-related tax law changes.[-]
  • Tax Law Updates: Taxes in the Time of COVID

    This course will cover tax law updates in regards to the IRS' response to [+]

    the global COVID-19 pandemic. We will discuss the "stimulus" payments, PPP loans, and the IRS' People First Initiative, among other things. This course does have flexibility to be changed in terms of content as the IRS enforces or Congress/Treasury enacts new policies and laws through the year. The bulk of the content applies to the TY2020 tax season.[-]
  • 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.[-]
  • Data Security for Your Tax Office

    In this course, we will discuss data security and how it pertains to your [+]

    clients' information. Everything from digital to physical security will be covered, in addition to rules and regulations on information sharing and disclosure requirements. Brief discussion will also cover common avenues for scams often connected to filing taxes.[-]
  • Advanced Security for Tax Offices

    This course will cover advanced security tactics for tax offices, from password security and [+]

    two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance procedures and data security security procedures, including the need for security plans.[-]
  • Nuts and Bolts of Due Diligence

    In this course we will delve into the specifics of due diligence as it [+]

    relates to the completion of Form 8867 and IRS' enhanced focus on tackling due diligence issues among paid preparers. While some discussion will be had on the ethical connections to the Circular 230, this course will primarily focus on a broader look at the Form 8867 connection, highlighted with specific scenario examples and intensive discussion of interview processes and recordkeeping.[-]
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Our testimonials

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

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

    Evelyn Hall
Annual Filing Season Program

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