Episode

Enrolled Agent Exam [Part 2] 55, Cash vs Accrual Accounting Method

Podcast
Finance Exam Prep
Published
Jun 21, 2026
Duration seconds
309
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https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/d7e7f096-bfb1-4780-95d0-899d57d2580a.mp3
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Markdown
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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 core difference between cash basis (income when received, expenses when paid) and accrual basis (income when earned, expenses when incurred). - How the constructive receipt doctrine is a common exam trap for cash-basis taxpayers. - The three parts of the 'all-events test' required for deducting expenses under the accrual method, with a focus on economic performance. - Which entities, such as large C corporations and tax shelters, are required to use the accrual method. - The specifics of the small business taxpayer exception, including the gross receipts test that allows certain larger businesses to use the cash method.