Enrolled Agent Exam [Part 3] 70, Taxpayer Advocate Service and Form 911

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

Opublikowano: 2026-10-14

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 four specific criteria that make a taxpayer eligible for Taxpayer Advocate Service (TAS) assistance, such as significant economic hardship or systemic burden. - The function of Form 911 and how a representative with a valid power of attorney can file it on a client's behalf. - The powers and limitations of a...