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Finance Exam Prep

Ran Chen, EA, CFP®

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About this podcast

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 sessions. Created by Ran Chen, EA, CFP®, a financial professional and exam specialist who has personally pas...

Episodes

• Enrolled Agent Exam [Part 3] 54, IRS Summons Authority and Enforcement

  Sep 28, 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…

• Enrolled Agent Exam [Part 3] 53, Information Document Requests and Exam Interviews

  Sep 27, 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…

• Enrolled Agent Exam [Part 3] 52, Correspondence Office and Field Examinations

  Sep 26, 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…

• Enrolled Agent Exam [Part 3] 51, How Returns Are Selected for Examination

  Sep 25, 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…

• Enrolled Agent Exam [Part 3] 50, Reading IRS Notices and Protecting Deadlines

  Sep 24, 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…

• Enrolled Agent Exam [Part 3] 49, IRS Third-Party Contacts and Direct Contact Rules

  Sep 23, 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…

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

  Sep 22, 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…

• Enrolled Agent Exam [Part 3] 47, Advising Clients About IRS Communications

  Sep 21, 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…

• Enrolled Agent Exam [Part 3] 46, Client Interviews and Fact Development

  Sep 20, 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…

• Enrolled Agent Exam [Part 3] 45, Building a Representation Case File

  Sep 19, 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…

• Enrolled Agent Exam [Part 3] 44, Federally Authorized Tax Practitioner Privilege

  Sep 18, 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…

• Enrolled Agent Exam [Part 3] 43, Declaration of Representative and Eligibility

  Sep 17, 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…

• Enrolled Agent Exam [Part 3] 42, Revoking and Withdrawing an Authorization

  Sep 16, 2026 · 3:37

  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…

• Enrolled Agent Exam [Part 3] 41, Oral Disclosures and Third-Party Designees

  Sep 15, 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…

• Enrolled Agent Exam [Part 3] 40, Form 8821 vs Form 2848

  Sep 14, 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…

• Enrolled Agent Exam [Part 3] 39, CAF Numbers and Authorization Recording

  Sep 13, 2026 · 3:17

  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…

• Enrolled Agent Exam [Part 3] 38, Form 2848 Power of Attorney

  Sep 12, 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…

• Enrolled Agent Exam [Part 3] 37, Preparer Penalty Assessment and Appeal

  Sep 11, 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…

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

  Sep 10, 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…

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

  Sep 9, 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…

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

  Sep 8, 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…

• Enrolled Agent Exam [Part 3] 33, Preparer Penalties Under IRC Section 6694

  Sep 7, 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…

• Enrolled Agent Exam [Part 3] 32, Frivolous Submissions and Badges of Fraud

  Sep 6, 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…

• Enrolled Agent Exam [Part 3] 31, Expedited Suspension Procedures

  Sep 5, 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…

• Enrolled Agent Exam [Part 3] 30, OPR Disciplinary Proceedings and Appeals

  Sep 4, 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…

• Enrolled Agent Exam [Part 3] 29, Censure Suspension Disbarment and Monetary Penalties

  Sep 3, 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…

• Enrolled Agent Exam [Part 3] 28, Incompetence and Disreputable Conduct

  Sep 2, 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…

• Enrolled Agent Exam [Part 3] 27, Firm Compliance Procedures

  Sep 1, 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…

• Enrolled Agent Exam [Part 3] 26, Written Tax Advice Standards

  Aug 31, 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…

• Enrolled Agent Exam [Part 3] 25, Competence and Specialist Assistance

  Aug 30, 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…

• Enrolled Agent Exam [Part 3] 24, Standards for Returns and Other Documents

  Aug 29, 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…

• Enrolled Agent Exam [Part 3] 23, Circular 230 Best Practices

  Aug 28, 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…

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

  Aug 27, 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…

• Enrolled Agent Exam [Part 3] 21, Negotiating Taxpayer Refund Checks

  Aug 26, 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…

• Enrolled Agent Exam [Part 3] 20, Solicitation Advertising and Enrolled Agent Designations

  Aug 25, 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…

• Enrolled Agent Exam [Part 3] 19, Conflicts of Interest and Written Consent

  Aug 24, 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…

• Enrolled Agent Exam [Part 3] 18, Returning Client Records

  Aug 23, 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…

• Enrolled Agent Exam [Part 3] 17, Practitioner Fees and Contingent Fee Rules

  Aug 22, 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…

• Enrolled Agent Exam [Part 3] 16, Assistance from Suspended or Disbarred Practitioners

  Aug 21, 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…

• Enrolled Agent Exam [Part 3] 15, Prompt Disposition of Pending Matters

  Aug 20, 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…

• Enrolled Agent Exam [Part 3] 14, Due Diligence as to Accuracy

  Aug 19, 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…

• Enrolled Agent Exam [Part 3] 13, Client Errors and Omissions

  Aug 18, 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…

• Enrolled Agent Exam [Part 3] 12, Furnishing Information to the IRS

  Aug 17, 2026 · 3:37

  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…

• Enrolled Agent Exam [Part 3] 11, Circular 230 and the Office of Professional Responsibility

  Aug 16, 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…

• Enrolled Agent Exam [Part 3] 10, PTIN Application Renewal and Compliance

  Aug 15, 2026 · 2:35

  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…

• Enrolled Agent Exam [Part 3] 09, Continuing Education Requirements

  Aug 14, 2026 · 2:52

  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…

• Enrolled Agent Exam [Part 3] 08, Enrollment Renewal and Form 8554

  Aug 13, 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…

• Enrolled Agent Exam [Part 3] 07, Becoming an Enrolled Agent and Form 23

  Aug 12, 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…

• Enrolled Agent Exam [Part 3] 06, Special and Limited Appearances

  Aug 11, 2026 · 3:03

  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…

• Enrolled Agent Exam [Part 3] 05, Limited Practice by Return Preparers

  Aug 10, 2026 · 3:17

  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…

• Enrolled Agent Exam [Part 3] 04, Unlimited Representation Rights

  Aug 9, 2026 · 3:20

  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…

• Enrolled Agent Exam [Part 3] 03, What Constitutes Practice Before the IRS

  Aug 8, 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…

• Enrolled Agent Exam [Part 3] 02, Exam Format PSI Testing and 2025 Law Cutoff

  Aug 7, 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…

• Enrolled Agent Exam [Part 3] 01, Introduction to Representation Before the IRS

  Aug 6, 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…

• Enrolled Agent Exam [Part 2] 100, Real Estate Professional Status and Material Participation

  Aug 5, 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…

• Enrolled Agent Exam [Part 2] 99, Passive Activity Loss Rules — §469

  Aug 4, 2026 · 3:49

  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…

• Enrolled Agent Exam [Part 2] 98, Rental Real Estate — Schedule E

  Aug 3, 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…

• Enrolled Agent Exam [Part 2] 97, Farm Inventory and Crop Insurance Proceeds

  Aug 2, 2026 · 3:59

  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…

• Enrolled Agent Exam [Part 2] 96, Farm Income Averaging — Schedule J

  Aug 1, 2026 · 3:31

  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…

• Enrolled Agent Exam [Part 2] 95, Farm Income — Schedule F

  Jul 31, 2026 · 3:46

  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…

• Enrolled Agent Exam [Part 2] 94, Form 5500 — Plan Annual Reporting

  Jul 30, 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…

• Enrolled Agent Exam [Part 2] 93, SEP-IRA and SIMPLE-IRA Plans

  Jul 29, 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…

• Enrolled Agent Exam [Part 2] 92, 401(k), 403(b), and Profit-Sharing Plans

  Jul 28, 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…

• Enrolled Agent Exam [Part 2] 91, Qualified Retirement Plans — DB vs DC

  Jul 27, 2026 · 2:12

  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…

• Enrolled Agent Exam [Part 2] 90, Tax-Exempt Status Application — Form 1023, 1024

  Jul 26, 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…

• Enrolled Agent Exam [Part 2] 89, Unrelated Business Income Tax (UBIT)

  Jul 25, 2026 · 3:41

  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…

• Enrolled Agent Exam [Part 2] 88, Form 990 Filing Requirements

  Jul 24, 2026 · 3:26

  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…

• Enrolled Agent Exam [Part 2] 87, Section 501(c)(3) — Public Charity vs Private Foundation

  Jul 23, 2026 · 3:18

  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…

• Enrolled Agent Exam [Part 2] 86, Form 709 — Federal Gift Tax

  Jul 22, 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…

• Enrolled Agent Exam [Part 2] 85, Form 706 — Federal Estate Tax Overview

  Jul 21, 2026 · 3:39

  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…

• Enrolled Agent Exam [Part 2] 84, Estate Income Tax — Form 1041 for Decedent's Estate

  Jul 20, 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…

• Enrolled Agent Exam [Part 2] 83, Grantor Trust Rules — §671-679

  Jul 19, 2026 · 3:20

  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…

• Enrolled Agent Exam [Part 2] 82, Distributable Net Income (DNI)

  Jul 18, 2026 · 3:42

  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…

• Enrolled Agent Exam [Part 2] 81, Simple vs Complex Trusts

  Jul 17, 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…

• Enrolled Agent Exam [Part 2] 80, Trust Income Tax — Form 1041 Basics

  Jul 16, 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…

• Enrolled Agent Exam [Part 2] 79, Advising Clients on Entity Tax Planning

  Jul 15, 2026 · 5:11

  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…

• Enrolled Agent Exam [Part 2] 78, Estimated Tax Payments — Corporations

  Jul 14, 2026 · 2:48

  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…

• Enrolled Agent Exam [Part 2] 77, Schedule M-1 / M-3 Reconciliation

  Jul 13, 2026 · 3:39

  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…

• Enrolled Agent Exam [Part 2] 76, Form 1065 — Partnership Return Filing

  Jul 12, 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…

• Enrolled Agent Exam [Part 2] 75, Form 1120-S — S Corp Return Filing

  Jul 11, 2026 · 3:37

  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…

• Enrolled Agent Exam [Part 2] 74, Form 1120 — Corporate Tax Return Components

  Jul 10, 2026 · 3:43

  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…

• Enrolled Agent Exam [Part 2] 73, General Business Credit Limitation — §38

  Jul 9, 2026 · 3:51

  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…

• Enrolled Agent Exam [Part 2] 72, Employer Health Insurance Premium Credit

  Jul 8, 2026 · 3:06

  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…

• Enrolled Agent Exam [Part 2] 71, Employer-Provided Childcare Credit

  Jul 7, 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…

• Enrolled Agent Exam [Part 2] 70, Disabled Access Credit and FICA Tip Credit

  Jul 6, 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…

• Enrolled Agent Exam [Part 2] 69, Work Opportunity Tax Credit (WOTC)

  Jul 5, 2026 · 3:30

  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…

• Enrolled Agent Exam [Part 2] 68, Research and Development Credit (§41)

  Jul 4, 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…

• Enrolled Agent Exam [Part 2] 67, W-2 Wage and UBIA Limitation for QBI

  Jul 3, 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…

• Enrolled Agent Exam [Part 2] 66, QBI Phase-out and SSTB Limitations

  Jul 2, 2026 · 3:46

  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…

• Enrolled Agent Exam [Part 2] 65, Section 199A QBI Deduction Overview

  Jul 1, 2026 · 3:44

  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…

• Enrolled Agent Exam [Part 2] 64, Excess Business Losses — §461(l)

  Jun 30, 2026 · 3:48

  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…

• Enrolled Agent Exam [Part 2] 63, Net Operating Loss (NOL) — Carryforward Rules

  Jun 29, 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…

• Enrolled Agent Exam [Part 2] 62, Home Office — Simplified vs Actual Method

  Jun 28, 2026 · 3:51

  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…

• Enrolled Agent Exam [Part 2] 61, Home Office Deduction — Exclusive and Regular Use

  Jun 27, 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…

• Enrolled Agent Exam [Part 2] 60, Vehicle Expenses — Standard Mileage vs Actual

  Jun 26, 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…

• Enrolled Agent Exam [Part 2] 59, Meals — 50% vs 100% Deductible

  Jun 25, 2026 · 4:04

  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…

• Enrolled Agent Exam [Part 2] 58, Travel Expenses — Tax Home and Away from Home

  Jun 24, 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…

• Enrolled Agent Exam [Part 2] 57, Change of Accounting Method — Form 3115

  Jun 23, 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…

• Enrolled Agent Exam [Part 2] 56, Hybrid Accounting Method

  Jun 22, 2026 · 2:49

  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…

• Enrolled Agent Exam [Part 2] 55, Cash vs Accrual Accounting Method

  Jun 21, 2026 · 5:09

  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…

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