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: - How to decipher complex IRS notices and explain them in simple terms to a client. - The critical importance of deadlines in IRS communications and the consequences of missing them. - Why guaranteeing a specific outcome to a client is an ethical violation and a common exam trap. - The proper steps to advise a client on their options, from agreeing with a notice to formally appealing it. - How to explain the consequences of non-compliance, including liens and levies, to encourage prompt action. 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