{"podcast":{"title":"Finance Exam Prep","slug":"finance-exam-prep-7658413","podcast_index_feed_id":7658413,"rss_url":"https://feeds.captivate.fm/tax-exam-prep/","website_url":"https://open-exam-prep.com/","image_url":"https://artwork.captivate.fm/66dc02ed-369e-49e5-89a7-db7df9f63a25/20260115-1339-Image-Generation-simple-compose-01kf1sj7hsfcqbept.png","author":"Ran Chen, EA, CFP®","episode_count":146,"summary":"Finance Exam Prep is a daily podcast designed to help future tax and finance professionals pass their certification and licensing exams with clarity and confidence. Built and operated by OpenExamPrep, this podcast breaks down major tax exams into focused, easy-to-digest episodes covering the CPA & Enrolled Agent (EA) Exam, including Part 1 (Individuals), Part 2 (Businesses), and Part 3 (Representation, Practices, and Procedures). Each episode targets one key tax concept, common exam trap, or high-frequency test topic—making it ideal for studying during commutes, workouts, or short study sessions. Created by Ran Chen, EA, CFP®, a financial professional and exam specialist who has personally passed multiple professional licensing exams, Tax Exam Prep was developed from firsthand experience with how complex—and often poorly explained—tax exam material can be. The goal is simple: make tax exam preparation clearer, more accessible, and more effective through structured explanations and modern learning tools. Whether you’re preparing for the EA Exam, transitioning into a tax career, or reviewing before test day, this podcast is designed to guide you step by step—one concept at a time. F…","last_synced_at":"2026-06-13T22:18:56.339523+00:00","page_url":"https://stenobird.com/podcast/finance-exam-prep-7658413"},"episode":{"title":"Enrolled Agent Exam [Part 1] 94, Tax Benefits for Adoption","slug":"enrolled-agent-exam-part-1-94-tax-benefits-for-adoption","published_at":"2026-04-19T02:03:45+00:00","page_url":"https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-1-94-tax-benefits-for-adoption","show_page_url":"https://stenobird.com/podcast/finance-exam-prep-7658413","url":"https://open-exam-prep.com/","audio_url":"https://episodes.captivate.fm/episode/c39f757a-ace3-45c4-a42d-2688c1de6520.mp3","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 critical timing difference for claiming expenses between domestic adoptions (claimable the year after payment if not final) and international adoptions (only claimable after finalization). • How the special needs adoption rule allows a taxpayer to claim the full maximum credit ($16,810 for 2025) for a finalized domestic adoption, regardless of their actual out-of-pocket expenses. • To distinguish between the nonrefundable tax credit and the employer assistance exclusion, and that the same expenses cannot be used for both benefits. • That any portion of the nonrefundable adoption credit unused due to tax liability limitations can be carried forward for up to five years. • To identify common ineligible expenses tested on the exam, such as costs related to a surrogate or the adoption of a spouse’s child. 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","meta_description":"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 passionat…","key_points":[],"chapters":[],"topics":[],"duration_seconds":203,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-1-94-tax-benefits-for-adoption/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-1-94-tax-benefits-for-adoption.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}