u/basispointbrooks

How should I prepare for this exam if I decide to pursue it?

Title says it all. Currently studying for the CFP, and if I pass this summer, I’d like to start studying for the EA in January.

With that said, I don’t have any tax experience and am early in my career. The only exposure to tax I have is studying for the CFP and educating clients on tax implications.

Seeing that I have little to no real-world tax experience, I would love guidance on how to actually prepare for this and learn it well.

These are the questions I have:

  1. Best prep provider
  2. In which order should I take the exams (CFP covers individual taxation so there could be some good overlap)
  3. How to actually structure a study block once I pick a provider

I would appreciate any insight from this community! I am not kidding myself, this will be a challenge - but well worth it!

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u/basispointbrooks — 4 days ago