Installment Sales: Tax Savings, Compliance, & New Reporting
Date: Monday, June 9, 2025
Instructor: Jane Ryder
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
This course will review federal tax filing for installment sales, including specific compliance rules such as related party sales. We’ll also discuss recent changes to Form 6252 involving additional disclosures related to installment sales.
Topics Covered
- Real Estate
- Sale of Assets
- Sale of Business
- Real Estate Sales
- Installment Sales
- Related party tax matters
Learning Objectives
- Prepare and file installment sales correctly
- Help clients evaluate their options for installment sales
- Understand new compliance disclosures related to installment sales
- Understand how installment sale compliance is affected by related party sales
- Determine the components of payments received on an installment sale, interest income, capital gains, and loan principle
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
