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Trustees Research & Guidance

Bloomberg BNA Tax & Accounting is your trusted source for detailed analysis and insights on the role of trustees. Our renowned Portfolios — written by leading practitioners — provide you with key analysis and compliance guidance on every aspect of trustees, including the Uniform Prudent Investor Act, trustee's power to adjust, prudent investor litigation, elements of modern finance theory, 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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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
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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 covers the rules governing different types of investments available to trustees, income tax consequences ...
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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 ...