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Financial Planning Journal

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The Financial Planning Journal provides a monthly review of issues that affect how you advise your clients. It includes coverage of domestic and global economic trends, income tax planning, Social Security and Medicare, investment planning, retirement planning, insurance planning.

Practitioner to Practitioner Insights

The Financial Planning Journal gives you the latest news, analysis, trends, and issues affecting this practice area—insights from our team of more than 1,000 expert tax and accounting practitioners. Our featured articles are uniquely reviewed by our esteemed Financial Planning Advisory Board and in-house team of editors so that you get different practical perspectives you can’t find elsewhere. Our advisory board meets regularly to discuss draft articles, raise questions and issues, and contribute to the final published article. The final product gives you scenario analysis with detailed pros and cons of different treatments. No other source gives you practitioner to practitioner guidance like Bloomberg BNA.

Latest Policy Developments

Now you can keep up with all major tax-related federal and state legislative, regulatory, judicial, and policy developments:

  • Monitor activities of the Internal Revenue Service, Treasury Department, Pension Benefit Guaranty Corporation, Labor Department’s Employee Benefit Security Administration, Financial Accounting Standards Board, Public Company Accounting Oversight Board, and International Accounting Standards Board.
  • Be aware of pertinent judicial developments at all federal and state courts, with special emphasis on the U.S. Tax Court.
  • Stay up-to-date on significant tax-related legislative and regulatory developments in the 50 states and the District of Columbia.
  • Know about important tax-related international developments.
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Below is a sample issue of Bloomberg BNA's Financial Planning Journal. The Financial Planning Journal is available in print and online. Subscribers may receive headlines and highlights delivered straight to their email.

Financial Planning Journal Sample Issue 

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Jed Brickner
 Jed W. Brickner, Esq. is a Partner and head of the Employee Benefits and Executive Compensation Group (the “Benefits Group”) of the New York Office of Latham & Watkins LLP (“L & W”).
Lawrence Brody
 Lawrence Brody, partner, Bryan Cave LLP; B.S., University of Pennsylvania (Wharton) (1964); J.D., Washington University School of Law (1967); LL.M. in Taxation, New York University School of Law (1968); Partner, Bryan Cave LLP, an international law firm, resident in the St. Louis office, and member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group; adjunct professor, Washington University School of Law, teaching Estate Planning and Drafting; visiting adjunct professor, the University of Miami Law School, teaching a course on Life Insurance; author or co-author, numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series; fellow, American College of Trust and Estate Counsel (ACTEC) and American College of Tax Counsel; frequent participant, ALI-ABA programs and Society of Financial Professionals programs and teleconferences; speaker, all major life insurance industry programs (including the MDRT, the Top of the Table, AALU and the International Forum), many local estate planning council meetings, a number of state bar association conferences, and many national estate planning programs; member, Advisory Committee for the Philip E. Heckerling Institute on Estate Planning of the University of Miami School of Law; member, Editorial Boards of BNA Tax Management's Estates, Gifts, and Trusts Journal, and the Society of Financial Service Professionals CLU Journal; designated, Accredited Estate Planner by the National Association of Estate Planners and Councils, and one of 10 individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004.
Margo Lipscomb
Margo J. Lipscomb, Esq. is a BNA Tax & Accounting Editor for Foreign Income Tax, the Financial Planning Journal, the International Journal and the Washington Tax Review.
Mary Ann Mancini
Mary Ann Mancini, Esq. is with Bryan Cave LLP in Washington, DC and is a frequent contributor to BNA Tax & Accounting's Financial Planning Journal.
Austin Ozawa
Austin Ozawa, Esq. is an Associate in the Benefits Group in the New York office of Latham & Watkins.
Eric Rubin
Eric B. Rubin, Esq. is with Dechert LLP in Philadelphia, PA and is a frequent contributor to BNA Tax & Accounting's Financial Planning Journal.
Gerald Sherman
Gerald H. Sherman, Esq. is Deputy Technical Editor for BNA Tax & Accounting's Financial Planning Journal.
Leonard L. Silverstein
Leonard L. Silverstein is the founder of Silverstein and Mullens, which later became part of Buchanan Ingersoll & Rooney PC. He concentrates his practice in estate planning, nonprofit organizations, charitable contributions and representation before the Internal Revenue Service and Treasury Department.Leonard serves as founder of the highly regarded Tax Management publication series. For the past 50 years, Tax Management has produced and maintained more than 500 portfolios, monthly journals and periodicals, providing tax professionals and advisors with a sophisticated analysis, application and interpretation of the Internal Revenue Code.Before he founded his own firm with Richard A. Mullens in 1960, Leonard served as an attorney in the Office of Chief Counsel for the Internal Revenue Service and on the legal advisory staff of the Treasury Department. His long history of professional and community service includes roles on the Advisory Group of the House Ways and Means Committee in the late 1950s, as executive director of the "Filer" Commission on Private Philanthropy and Public Needs, as a member of President-elect Nixon's Task Force on Taxes, President Reagan's Committee on the Arts and Humanities and as a member of the IRS Commissioner's (Lawrence Gibbs) Exempt Organizations Advisory Group.