How can an enrolled agent help clients plan for college savings using tax-advantaged accounts?

Apr 21, 2025 ... An enrolled agent is a tax professional that provides tax planning, tax advice, and also files tax returns. EAs are qualified to focus on tasks ... Surgent EA Review is the only truly adaptive Enrolled Agent exam prep course on the market. Our award-winning software creates a fully customized study plan for ... Enrolled agents have demonstrated competence in tax matters by passing 3 tests that cover Individual returns, Business & Estate returns and Ethics as codified ... Registered representatives can fulfill Continuing Education requirements, view their industry CRD record and perform other compliance tasks. Certificate. Get the training you need to become an Enrolled Agent. Enrolled Agent status is the highest credential the Internal Revenue Service (IRS) awards. PREREQUISITES · TAX20 or tax preparation course/experience · Program is taught 100% live online and basic computer skills are required. CERTIFICATE. You must ... May 1, 2024 ... My recommendation is to thoroughly study the textbook, watch all the webinars, and also watch supplementary accounting videos on YouTube or other sources. Tax pros prepare for the Enrolled Agent exam through NSU's Continuing Education offering courses to meet your needs and achieve your career dreams! PROFESSIONAL/TECHNICAL CORE · ACCT 101 - Financial Accounting · ACCT 205 - Income Tax · ACCT 208 - Advanced Income Tax · ACCT 223 - Enrolled Agent Review · BUSN 201 ... The right to practice before the Internal Revenue Service is regulated by Federal statue and persons authorized to practice are known as “Federally Authorized ...