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Financial Instruments Tax Research & Guidance

Bloomberg BNA Tax & Accounting is your trusted source for detailed analysis and insights on federal taxation of financial instruments. Our renowned Portfolios — written by leading practitioners — provide you with key analysis and compliance guidance on every aspect of federal taxation of financial instruments, including derivatives, wash sales, constructive sales, constructive ownership provisions, straddles, and more. Our experts give you real-world business scenarios providing best practices and alternative approaches to tax & accounting topics and transactions. Access practice tools, working papers, client letters, source documents, and news to see why tens of thousands of practitioners rely on Bloomberg BNA for exceptional tax and accounting guidance.

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In-depth guidance for handling virtually every issue and scenario involving federal income taxation. Written by the nati ...
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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This Portfolio analyzes the tax consequences of transactions involving equity derivatives ranging from “traditional” equ ...
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This Portfolio examines the taxation of financial instruments and addresses two levels of analysis, the rules that ov ...
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This Portfolio focuses on Real Estate Mortgage Investment Conduits and financial asset securitization investment trusts ...
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This Portfolio analyzes the tax consequences of transactions involving a variety of financial instruments and products a ...
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This Portfolio examines the tax treatment of debt-instrument issuers and holders under §§1271 and reviews the original i ...
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This Portfolio analyzes the income tax consequences of the mark-to-market rules of §475 for securities and commodities h ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...