Episode Details

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-year EA renewal cycle is based on the last digit of your SSN, grouped as 0-3, 4-6, and 7-9. - Form 8554 is the application for renewal, and the standard filing window is from November 1 to January 31. - Failing to renew by the deadline results in inactive status, with a late renewal option until April 30 before termination. - Inactive retirement status exempts you from CE but prohibits you from practicing before the IRS. - You must notify the IRS of any change of address within 60 days to remain in good standing. 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