Enrolled Agent Exam [Part 3] 59, Fast Track Settlement and Alternative Dispute Resolution

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

Opublikowano: 2026-10-03

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: - Fast Track Settlement (FTS) is a voluntary mediation process used to resolve tax disputes after issues are developed but before a 30-day letter is issued. - An independent Appeals Officer facilitates the FTS process but does not impose a decision; the goal is a mutually agreed-upon settlement. - Participation in FTS i...