Ran Chen, EA, CFP®

Finance Exam Prep

Education EN ↓ 292 afleveringen

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...

Bezoek zeker de website van de podcast en steun de maker: open-exam-prep.com

Auteur

Ran Chen, EA, CFP®

Categorie

Education

Website van de podcast

open-exam-prep.com

Nieuwste aflevering

5 nov. 2026

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Afleveringen

Enrolled Agent Exam [Part 3] 67, Penalty Abatement and Reasonable Cause 11.10.2026 3:21

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 three strict requirements for the First-Time Abate (FTA) a...

Enrolled Agent Exam [Part 3] 66, Bankruptcy and the Collection Statute 10.10.2026 3:22

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 the automatic stay halts most IRS collection but allows ce...

Enrolled Agent Exam [Part 3] 65, Trust Fund Recovery Penalty Representation 09.10.2026 3:05

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 Trust Fund Recovery Penalty (TFRP) is a personal assessmen...

Enrolled Agent Exam [Part 3] 64, Currently Not Collectible and Economic Hardship 08.10.2026 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: - Currently Not Collectible (CNC) is a temporary status for taxp...

Enrolled Agent Exam [Part 3] 63, Offers in Compromise 07.10.2026 2:43

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 three grounds for an Offer in Compromise: Doubt as to Liab...

Enrolled Agent Exam [Part 3] 62, Installment Agreements 06.10.2026 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: - The specific dollar and time limits that differentiate Guarant...

Enrolled Agent Exam [Part 3] 61, Collection Due Process and Equivalent Hearings 05.10.2026 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: - That Collection Due Process (CDP) rights are triggered by a No...

Enrolled Agent Exam [Part 3] 60, Assessment Lien Levy and Collection Sequence 04.10.2026 3:34

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 IRS collection process begins with an assessment, followed...

Enrolled Agent Exam [Part 3] 59, Fast Track Settlement and Alternative Dispute Resolution 03.10.2026 3:12

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: - Fast Track Settlement (FTS) is a voluntary mediation process u...

Enrolled Agent Exam [Part 3] 58, Statutory Notice and Tax Court Boundaries 02.10.2026 3:08

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 90-day clock to petition the Tax Court starts from the dat...

Enrolled Agent Exam [Part 3] 57, Independent Office of Appeals Conferences 01.10.2026 3:01

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 the Independent Office of Appeals' primary role is to set...

Enrolled Agent Exam [Part 3] 56, Thirty-Day Letter and Written Protest 30.09.2026 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: - A 30-day letter is a preliminary notice from the IRS Examinati...

Enrolled Agent Exam [Part 3] 55, Audit Reconsideration and Reopening Issues 29.09.2026 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: - Audit reconsideration is an option when a taxpayer has been as...

Enrolled Agent Exam [Part 3] 54, IRS Summons Authority and Enforcement 28.09.2026 2:55

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 four essential "Powell factors" (LIRA) required for a vali...

Enrolled Agent Exam [Part 3] 53, Information Document Requests and Exam Interviews 27.09.2026 2:28

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 determine the relevance of an IRS Information Document...

Enrolled Agent Exam [Part 3] 52, Correspondence Office and Field Examinations 26.09.2026 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: - Correspondence audits are the most common, handled by mail, an...

Enrolled Agent Exam [Part 3] 51, How Returns Are Selected for Examination 25.09.2026 3:52

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 the IRS primarily uses the computer-based Discriminant Inv...

Enrolled Agent Exam [Part 3] 50, Reading IRS Notices and Protecting Deadlines 24.09.2026 2:53

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: - To differentiate between a hard statutory deadline, like the 9...

Enrolled Agent Exam [Part 3] 49, IRS Third-Party Contacts and Direct Contact Rules 23.09.2026 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 IRS must generally provide a taxpayer with 45 days' advanc...

Enrolled Agent Exam [Part 3] 48, Taxpayer Bill of Rights and Publication 1 22.09.2026 3:38

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: - To distinguish between the Right to Privacy (freedom from IRS...

Enrolled Agent Exam [Part 3] 47, Advising Clients About IRS Communications 21.09.2026 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: - How to decipher complex IRS notices and explain them in simple...

Enrolled Agent Exam [Part 3] 46, Client Interviews and Fact Development 20.09.2026 3:47

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 properly verify a client's identity and their legal aut...

Enrolled Agent Exam [Part 3] 45, Building a Representation Case File 19.09.2026 3:14

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 Form 2848 for representation a...

Enrolled Agent Exam [Part 3] 44, Federally Authorized Tax Practitioner Privilege 18.09.2026 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 IRC 7525 privilege extends attorney-client type confidenti...

Enrolled Agent Exam [Part 3] 43, Declaration of Representative and Eligibility 17.09.2026 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: - That the Declaration of Representative on Form 2848 is a sworn...