Episode
Enrolled Agent Exam [Part 3] 26, Written Tax Advice Standards
- Podcast
- Finance Exam Prep
- Published
- Aug 31, 2026
- Duration seconds
- 162
- Processing state
not_requested- Canonical source
- https://open-exam-prep.com/
Actions
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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: - Why you cannot base written advice on unreasonable factual or legal assumptions. - The 'know or should know' standard for identifying all relevant facts in a client scenario. - When it is and is not reasonable to rely on information provided by a client without verification. - The absolute prohibition against factoring in the 'audit lottery' in your tax advice. - The requirement to apply the law to the client's specific facts, not just state it generally. 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