# Enrolled Agent Exam [Part 3] 41, Oral Disclosures and Third-Party Designees

Page: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-41-oral-disclosures-and-third-party-designees
Text version: https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-3-41-oral-disclosures-and-third-party-designees.md
Podcast: [Finance Exam Prep](https://stenobird.com/podcast/finance-exam-prep-7658413)
Published: 2026-09-15T22:41:20+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/ce9d2ad2-e755-4baf-8bff-75033ba5bd88.mp3
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Duration seconds: 214

## Resource

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: - Oral disclosure authorization is limited to a single conversation and expires when the call ends. - The third-party designee checkbox on a tax return grants discussion authority for one year but does not permit representation in an audit or appeal. - A Form 8655 Reporting Agent Authorization is for specific duties like payroll filings and does not create broad representation rights. - None of these limited authorizations allow a designee to receive a client's refund, sign agreements, or otherwise bind the taxpayer. - The crucial distinction tested on the exam is between these limited consents and the comprehensive powers granted by a Form 2848, Power of Attorney. 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

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## Transcript

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