Enrolled Agent Exam [Part 3] 57, Independent Office of Appeals Conferences

Podcast: Finance Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-01

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 the Independent Office of Appeals' primary role is to settle disputes based on the "hazards of litigation," not to re-examine a case. - That ex parte communications—private discussions between Appeals and the originating IRS function about the merits of a case—are strictly prohibited. - Why introducing significant new infor...