Ran Chen, EA, CFP®

Finance Exam Prep

Education EN ↓ 288 epizód

Finance Exam Prep is a daily podcast designed to help future tax and finance professionals pass their certification and licensing exams with clarity and confidence. Built and operated by OpenExamPrep, this podcast breaks down major tax exams into focused, easy-to-digest episodes covering the CPA & Enrolled Agent (EA) Exam, including Part 1 (Individuals), Part 2 (Businesses), and Part 3 (Representation, Practices, and Procedures). Each episode targets one key tax concept, common exam trap, or high-frequency test topic—making it ideal for studying during commutes, workouts, or short study sessio...

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Szerző

Ran Chen, EA, CFP®

Kategória

Education

A podcast weboldala

open-exam-prep.com

Legutóbbi epizód

2026. nov. 1.

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Epizódok

Enrolled Agent Exam [Part 3] 38, Form 2848 Power of Attorney 12.09.2026 3:40

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The critical importance of precisely matching taxpayer identit...

Enrolled Agent Exam [Part 3] 37, Preparer Penalty Assessment and Appeal 11.09.2026 3:23

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That an IRS examiner's immediate supervisor must provide writt...

Enrolled Agent Exam [Part 3] 36, Aiding Understatements and Other Civil Penalties 10.09.2026 3:36

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The IRC 6701 aiding and abetting penalty applies to anyone who...

Enrolled Agent Exam [Part 3] 35, Disclosure and Use of Tax Return Information 09.09.2026 3:13

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The critical difference between criminal penalties under IRC 7...

Enrolled Agent Exam [Part 3] 34, Other Return Preparer Penalties Under Section 6695 08.09.2026 3:27

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The specific per-failure and maximum annual penalties for admi...

Enrolled Agent Exam [Part 3] 33, Preparer Penalties Under IRC Section 6694 07.09.2026 4:16

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The two primary penalties under IRC Section 6694 for unreasona...

Enrolled Agent Exam [Part 3] 32, Frivolous Submissions and Badges of Fraud 06.09.2026 3:16

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to identify common frivolous tax arguments tested on the E...

Enrolled Agent Exam [Part 3] 31, Expedited Suspension Procedures 05.09.2026 3:29

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Expedited suspension is a swift action by the OPR under Circul...

Enrolled Agent Exam [Part 3] 30, OPR Disciplinary Proceedings and Appeals 04.09.2026 3:00

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The OPR initiates disciplinary action with a formal complaint,...

Enrolled Agent Exam [Part 3] 29, Censure Suspension Disbarment and Monetary Penalties 03.09.2026 3:32

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The specific conduct standards—willful, reckless, or grossly i...

Enrolled Agent Exam [Part 3] 28, Incompetence and Disreputable Conduct 02.09.2026 3:09

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Disreputable conduct includes not just federal tax crimes, but...

Enrolled Agent Exam [Part 3] 27, Firm Compliance Procedures 01.09.2026 3:09

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Practitioners with principal authority are responsible for the...

Enrolled Agent Exam [Part 3] 26, Written Tax Advice Standards 31.08.2026 2:42

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Why you cannot base written advice on unreasonable factual or...

Enrolled Agent Exam [Part 3] 25, Competence and Specialist Assistance 30.08.2026 3:19

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Competence under Circular 230 requires the necessary knowledge...

Enrolled Agent Exam [Part 3] 24, Standards for Returns and Other Documents 29.08.2026 2:58

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The minimum standard for any tax return position under Circula...

Enrolled Agent Exam [Part 3] 23, Circular 230 Best Practices 28.08.2026 3:16

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The crucial distinction between aspirational "best practices"...

Enrolled Agent Exam [Part 3] 22, Practice of Law and Tax Court Boundaries 27.08.2026 3:23

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Enrolled Agents are authorized by Circular 230 to represent ta...

Enrolled Agent Exam [Part 3] 21, Negotiating Taxpayer Refund Checks 26.08.2026 3:33

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Circular 230, section 10.31 strictly prohibits practitioners f...

Enrolled Agent Exam [Part 3] 20, Solicitation Advertising and Enrolled Agent Designations 25.08.2026 3:11

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The use of "Enrolled Agent" or "EA" is permitted, but claiming...

Enrolled Agent Exam [Part 3] 19, Conflicts of Interest and Written Consent 24.08.2026 2:59

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - A conflict of interest exists under Circular 230 section 10.29...

Enrolled Agent Exam [Part 3] 18, Returning Client Records 23.08.2026 3:07

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Your primary duty under Circular 230 section 10.28 is to promp...

Enrolled Agent Exam [Part 3] 17, Practitioner Fees and Contingent Fee Rules 22.08.2026 3:02

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The general prohibition under Circular 230 against charging un...

Enrolled Agent Exam [Part 3] 16, Assistance from Suspended or Disbarred Practitioners 21.08.2026 3:15

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Practitioners are forbidden from knowingly accepting assistanc...

Enrolled Agent Exam [Part 3] 15, Prompt Disposition of Pending Matters 20.08.2026 3:11

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - A practitioner must not unreasonably delay the prompt disposit...

Enrolled Agent Exam [Part 3] 14, Due Diligence as to Accuracy 19.08.2026 2:46

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That due diligence under Circular 230 is a standard of 'reason...