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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 authority to act on behalf of an entity. - The strategic use of open-ended versus closed-ended questions to uncover facts versus confirm specific details. - The critical difference between a client's conclusion and the underlying facts the IRS requires. - Your professional responsibility under Circular 230 to probe inconsistencies and request substantiation. - The absolute prohibition against coaching false testimony and the importance of documenting unresolved issues.
For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep
