Enrolled Agent Exam [Part 3] 63, Offers in Compromise

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

Opublikowano: 2026-10-07

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 grounds for an Offer in Compromise: Doubt as to Liability, Doubt as to Collectibility, and Effective Tax Administration. - The key forms required for an OIC application are Form 656, supported by financial statement Form 433-A (OIC) for individuals or 433-B (OIC) for businesses. - How the Reasonable Collection Potential (R...