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 - Retirement, Pensions, and Annuities Part 01

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

    will cover various types of retirement, pension, and annuity income. This is the first of a two-part focus on retirement, pension, and annuity income. This course will cover reporting retirement income reported through Form(s) 1099-R, SSA-1099, RRB-1099-R and RRB-1099, among others. We will also discuss reporting requirements and practices for everything from contributions to and distributions from various forms of retirement plans, early withdrawal penalties, excise taxes, COVID-19 disaster distributions, and more. This class is for the TY2026 season, with some discussion allowed for prior years, as needed. There will also be a lot of discussion relating to the changes introduced in the SECURE Act and SECURE Act 2.0.[-]

  • UtPoIT - Retirement, Pensions, and Annuities Part 02

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

    will cover various types of retirement, pension, and annuity income. This is the second of a two-part focus on retirement, pension, and annuity income. This course will cover reporting retirement income reported through Form(s) 1099-R, SSA-1099, RRB-1099-R and RRB-1099, among others. We will also discuss reporting requirements and practices for everything from contributions to and distributions from various forms of retirement plans, early withdrawal penalties, excise taxes, COVID-19 disaster distributions, and more. This class is for the TY2026 season, with some discussion allowed for prior years, as needed. There will also be a lot of discussion relating to the changes introduced in the SECURE Act and SECURE Act 2.0.[-]

  • UtPoIT - Passive and Portfolio Income

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

    will cover various types of passive and portfolio income, primarily through reporting interest, dividends, and utilizing Schedules K-1 through the Schedule E for the TY2026 season onwards. While the topic of rental income will be covered necessarily, the focus of the presentation will not focus too much on the rental topic as that is covered in-depth later in this course series.[-]

  • UtPoIT - Rental and Royalty Income - Part 01

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

    will cover the fundamental principles of rental and royalty income for TY2026 and how it is reported primarily through the Schedule E as the first in a two-part subseries. Detailed discussion over income and taxation types, active and material participation, deduction and loss limits, recordkeeping, and more will help complete the practitioners' understanding.[-]

  • UtPoIT - Rental and Royalty Income - Part 02

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

    will cover the fundamental principles of rental and royalty income for TY2026 and how it is reported primarily through the Schedule E as the second in a two-part subseries. Detailed discussion over income and taxation types, active and material participation, deduction and loss limits, recordkeeping, and more will help complete the practitioners' understanding.[-]

  • UtPoIT - Self-Employment and Pass-Through Income

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

    will cover the fundamental principles of self-employment income for TY2026 and how it is reported primarily through the Schedule(s) C and F. This course will also cover the impact to the tax return from pass-through income, particularly from Schedule(s) K-1 originating from partnerships filed on Form(s) 1065. Detailed discussion over self-employment tax and its attendant adjustments, recordkeeping, and more will help complete the practitioner's understanding.[-]
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  • I had a great experience with PreparerTraining.com. The courses were clear, easy to follow, and very informative. The platform was simple to navigate, and the training gave me the knowledge … Continue reading "James"

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  • Personally, I had a great experience with my CTEC certificate. Easy to understand the material with a lot of practice tests during the lecture. Highly recommended!!!!

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

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

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