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The WSCPA will be closing early at 2:00pm on Friday, May 23 and remain closed through Monday, May 26 in observance of Memorial Day.

Installment Sales - An In-Depth Understanding ON DEMAND

Available Until

Your Desk

1.0 Credits

Member Price $145.00

Non-Member Price $167.00

Overview

The installment sales method is a useful technique for deferring the recognition of gains on property sales. In the Installment Sales course, we cover the general rules for installment sales, as well as how to handle a variety of special situations, such as the use of escrow accounts, like-kind exchanges, and sales to a related person. We also note how to report installment sale income to the IRS.

Highlights

Key installment. General rules for installment sales. Special situations. Reporting of installment sale income. Escrow account. Sale of a business.

Prerequisites

None.

Designed For

CPAs, CEOs, CFPs, and other financial professionals.

Objectives

Identify the elements included in an installment sale payment. Specify the calculation for adjusted basis and gross profit for an installment sale. Recall the types of sales to which the installment method can and cannot be applied. Specify the criteria for not electing to use the installment method. Recall the rules related to installment sales made to a related person.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

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Non-Member Price $167.00

Member Price $145.00