Enrolled Agent Exam [Part 3] 62, Installment Agreements

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

Opublikowano: 2026-10-06

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 specific dollar and time limits that differentiate Guaranteed ($10k tax over 3 years) and Streamlined ($50k total liability over 72 months) installment agreements. - When the IRS requires a financial disclosure (Collection Information Statement) for non-streamlined agreements versus when it's not needed. - Why being current on all tax filings is a n...