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 passed multiple professional licensing exams, Tax Exam Prep was developed from firsthand experience with how complex—and often poorly explained—tax exam material can be. The goal is simple: make tax exam preparation clearer, more accessible, and more effective through structured explanations and modern learning tools. Whether you’re preparing for the EA Exam, transitioning into a tax career, or reviewing before test day, this podcast is designed to guide you step by step—one concept at a time. Free practice tools, AI-powered explanations, and additional exam prep resources are available at: https://open-exam-prep.com/
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Finance Exam Prep
Enrolled Agent Exam [Part 3] 16, Assistance from Suspended or Disbarred Practitioners
Aug 21, 20263 min
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 assistance from or assisting anyone disbarred or suspended from IRS practice. - The definition of "assistance" is broad, including any act of "practice" such as return preparation or providing tax advice, not just direct representation. - A disbarred individual can only be employed for purely clerical duties that involve no tax judgment, such as filing or basic data entry. - A common exam trap is the "review and sign" fallacy; a licensed EA cannot cure a violation by simply reviewing and signing substantive work prepared by a disbarred person. - Remember the rule: "No Contact, No Counsel, Just Clerical" to define the strict boundaries for employing a suspended or disbarred person. 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
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 disposition of any matter before the IRS. - Using delay as a strategy, such as hoping an IRS agent will be reassigned, is a clear violation of Circular 230. - A practitioner is not absolved of responsibility just because a client is causing the delay; they must still act with diligence to move the case forward. - Filing for an extension is permissible, but using extensions as a tactic to obstruct or without a valid reason constitutes an unreasonable delay. - The EA exam tests this concept through scenarios that require you to distinguish between reasonable and unreasonable delays. 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
Enrolled Agent Exam [Part 3] 14, Due Diligence as to Accuracy
Aug 19, 20263 min
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 'reasonable care,' not a guarantee of correctness on all filings. - You may rely on client-provided information, but not blindly; you have a duty to make reasonable inquiries if information appears incorrect, incomplete, or inconsistent. - When relying on the work of another person, you are only presumed to have exercised due diligence if you used reasonable care in hiring, supervising, and training them. - How the exam tests your responsibility to probe deeper into questionable information rather than accepting it at face value, an act of 'willful blindness'. - The difference between the general due diligence standard of Section 10.22 and the specific, heightened requirements for certain tax credits. 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
Enrolled Agent Exam [Part 3] 13, Client Errors and Omissions
Aug 18, 20263 min
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 two primary duties under Circular 230 §10.21 are to promptly inform the client of an error and advise on potential consequences. - You are strictly prohibited from notifying the IRS about a client's error without their explicit permission. - Forcing a client to file an amended return is not your responsibility; the decision to correct a past mistake rests solely with the taxpayer. - Withdrawing from an engagement is not automatically required if a client refuses to correct an error, unless that error impacts the accuracy of current work. - A helpful mnemonic: "Advise, don't advertise." Your role is to advise the client, not to advertise their mistakes to the IRS. 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
Enrolled Agent Exam [Part 3] 12, Furnishing Information to the IRS
Aug 17, 20264 min
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: - Under Circular 230 Section 10.20, you must promptly submit records upon a lawful IRS request. - If you don't possess requested records, you must notify the IRS and identify who you believe has them. - An exam trap is choosing an answer that only states you don't have the records, which is an incomplete duty. - Information may be withheld if you have a good-faith belief it is privileged, but the privilege must be formally asserted. - Remember the 'PIP' mnemonic: Promptly respond, Inform and Identify, or assert a valid Privilege. 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
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