Episode

Enrolled Agent Exam [Part 2] 77, Schedule M-1 / M-3 Reconciliation

Podcast
Finance Exam Prep
Published
Jul 13, 2026
Duration seconds
219
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not_requested
Canonical source
https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/00fdcdc4-b2dd-411b-8806-2246df1788b1.mp3
JSON
/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-2-77-schedule-m-1-m-3-reconciliation
Markdown
/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-2-77-schedule-m-1-m-3-reconciliation.md

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Summary

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 purpose of Schedule M-1 and its role in reconciling book income to taxable income for corporations with assets under $10 million. - When the more detailed and complex Schedule M-3 is required for corporations with $10 million or more in assets. - How to properly add back non-deductible expenses, such as federal income tax, to book income. - Why tax-exempt income, like municipal bond interest, is subtracted from book income during the reconciliation. - How to handle the common temporary difference created by using straight-line depreciation for books and accelerated methods (MACRS) for tax. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep