Compensation Planning Research & Analysis

Compensation Planning Research & Guidance

Stay on top of compensation planning transactions and issues from a federal tax perspective with Bloomberg BNA Tax & Accounting. Our unparalleled collection of expert-written, in-depth Portfolios, news, and more provides real-life examples, scenarios, practice tools, and working papers on benefits, executive compensation, payroll, pension and retirement plans and more. Choose benefits or executive compensation below to find the research resource that will best meet your needs.

Title	Price	Order
Medical Plans — COBRA, HIPAA, HRAs, HSAs and Disability (Portfolio 389)	400.00
This Portfolio analyzes the requirements of the sections of the tax Code and Title 1 of ERISA that govern health and wel ...
Taxation of Equity Derivatives (Portfolio 188)	400.00
This Portfolio analyzes the tax consequences of transactions involving equity derivatives ranging from “traditional” equ ...
Restricted Property — Section 83 (Portfolio 384)	400.00
This Portfolio examines the operation of Internal Revenue Code §83 in taxing various types of transfers of property in c ...
IRAs (Portfolio 367)	400.00
This Portfolio contains a comprehensive examination of the tax and non-tax rules governing IRAs and the use of their ...
Reporting and Disclosure Under ERISA (Portfolio 361)	400.00
This Portfolio examines the reporting and disclosure requirements imposed by ERISA on administrators of employee benefit ...
Employee Fringe Benefits (Portfolio 394)	400.00
Employee Fringe Benefits discusses the substantive rules pertaining to various fringe benefits provided by an employe ...
Golden Parachutes (Portfolio 396)	400.00
Golden Parachutes discusses concepts peculiar to §280G, describes the process for ascertaining if a change in control ...
S Corporations: Operations (Portfolio 731)	400.00
S Corporations: Operations reviews the special tax status of S corporations, including S corporation shareholders, who a ...
Securities Law Aspects of Employee Benefit Plans (Portfolio 362)	400.00
This Portfolio examines registration requirements under federal securities laws, reporting requirements, the short-swing ...
Reasonable Compensation (Portfolio 390)	400.00
Reasonable Compensation analyzes the issues relating to the deduction by an employer for a “reasonable allowance” under ...
Insurance-Related Compensation (Portfolio 386)	400.00
This Portfolio discusses how to use life insurance to provide compensation and benefits for employees and features in ...
BNA Tax and Accounting Center	7-Day Free Trial
The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...
Compensation and Benefits Plus™	7-Day Free Trial
Bloomberg BNA's Compensation Planning & Benefits Plus™ shares the experience of leading tax and ERISA practitioner ...
Employee Benefits for the Contingent Workforce (Portfolio 399)	400.00
This Portfolio addresses the employee benefits-related questions and issues that arise in connection with the employm ...
Employment Status — Employee v. Independent Contractor (Portfolio 391)	400.00
This Portfolio describes in detail who is an “employee” for federal employment tax purposes and explains the differin ...
State Taxation of Compensation and Benefits (Portfolio 366)	400.00
State Taxation of Compensation and Benefits focuses on the impact of state taxation on executive and employee compensati ...
Annuities, Life Insurance, and Long-Term Care Insurance Products (Portfolio 546)	400.00
Annuities, Life Insurance, and Long-Term Care Insurance Products discusses the federal income tax treatment of select ...
U.S. Income Portfolios Library	7-Day Free Trial
In-depth guidance for handling virtually every issue and scenario involving federal income taxation. Written by the nati ...
Compensation Planning Journal	7-Day Free Trial
The Compensation Planning Journal keeps you abreast of such wide-ranging compensation planning issues as qualified plan ...
Nonstatutory Stock Options (Portfolio 383)	400.00
Nonstatutory Stock Options examines the rules governing the taxation of stock options granted to employees by their e ...
Statutory Stock Options (Portfolio 381)	400.00
This Portfolio details the structure, the tax rules, and requirements for establishing incentive stock options and emplo ...
Compensation Planning Portfolios Library	7-Day Free Trial
Bloomberg BNA's Compensation Planning Portfolios Library shares the experience of leading tax and ERISA practitioners ...
Withholding, Social Security and Unemployment Taxes on Compensation (Portfolio 392)	400.00
This Portfolio focuses on the provisions applicable to federal income tax withholding, Medicare, Social Security, unempl ...
Cafeteria Plans (Portfolio 397)	400.00
Cafeteria Plans examines the federal income taxation of “cafeteria plans” under tax Code §125, its history, and the r ...
VEBAs and Other Self-Insured Arrangements (Portfolio 395)	400.00
This Portfolio analyzes the business, tax, and legal considerations of self-insuring or self-funding group employee bene ...
International Pension Planning — Puerto Rico (Portfolio 324)	400.00
This Portfolio examines the legal rules, practices, and principles governing the establishment, qualification, operat ...
Qualified Plans — Investments (Portfolio 377)	400.00
This Portfolio reviews specific types of investments that may be made by plans subject to Part 4 of Subtitle B of Title ...
International Pension Planning (Portfolio 320)	400.00
International Pension Planning is intended to assist the U.S. tax specialist with issues arising from the implementat ...
Employee Plans — Deductions, Contributions and Funding (Portfolio 371)	400.00
This Portfolio examines the limits for deducting contributions to qualified plans under §404, the contribution and be ...
Qualified Plans — IRS Determination Letter Procedures (Portfolio 360)	400.00
This Portfolio focuses on the procedures for applying to the IRS for a letter determining that a pension plan is qualifi ...
Age, Sex and Disability Discrimination in Employee Benefit Plans (Portfolio 363)	400.00
This Portfolio analyzes the effect of age, sex, and disability discrimination statutes on various types of employee b ...
Qualified Plans — Taxation of Distributions (Portfolio 370)	400.00
Qualified Plans — Taxation of Distributions discusses the income, excise, and withholding tax issues relating to various ...
EPCRS — Plan Correction and Disqualification (Portfolio 375)	400.00
This Portfolio discusses the potentially adverse consequences of plan disqualification or income inclusion and relate ...
ERISA — Fiduciary Responsibility and Prohibited Transactions (Portfolio 365)	400.00
This Portfolio reviews key issues arising under Part 4 of Title I of the Employee Retirement Income Security Act of 1 ...
ERISA — Litigation, Procedure, Preemption and Other Title I Issues (Portfolio 374)	400.00
This Portfolio discusses issues arising out of and related to ERISA civil and criminal litigation and provides an ove ...
Estates, Gifts and Trusts Portfolios Library	7-Day Free Trial
Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
Estates, Gifts and Trusts Journal	7-Day Free Trial
This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
Estate Planning (Portfolio 800)	400.00
Estate Planning is designed as an authoritative and practical working tool for attorneys, accountants, and others involv ...
Conflicts, Confidentiality, and Other Ethical Considerations in Estate Planning (Portfolio 801)	400.00
This Portfolio focuses on the rules of professional conduct that govern lawyers whose practices involve tax and estate p ...
Estate and Gift Tax Issues for Employee Benefit Plans (Portfolio 814)	400.00
This Portfolio discusses estate planning considerations relating to distributions from qualified retirement plans and in ...
Employee Benefits for Small and Mid-Sized Employers (Portfolio 353)	400.00
This Portfolio addresses the issues that arise in connection with the design and administration of pension, profit-sh ...
Qualified Plans — Treatment in Mergers, Acquisitions and Other Corporate Transactions (Portfolio 364)	400.00
This Portfolio addresses the impact of certain corporate transactions on tax-qualified employee retirement benefit plans ...
Nondiscrimination Testing and Permitted Disparity in Qualified Retirement Plans (Portfolio 356)	400.00
This Portfolio discusses the rules governing the nondiscrimination in benefits and contributions requirement for qual ...
Pension Plan Terminations — Single Employer Plans (Portfolio 357)	400.00
This Portfolio addresses the issues that relative to the standard, distress, and involuntary terminations of single-e ...
Tax-Deferred Annuities — Section 403(b) (Portfolio 388)	400.00
Tax-Deferred Annuities — Section 403(b) examines tax-deferred annuities governed by Code §403(b).
Cash or Deferred Arrangements (Portfolio 358)	400.00
This Portfolio discusses the rules of §401(k) of the Internal Revenue Code and other provisions relating to qualified ...
Church and Governmental Plans (Portfolio 372)	400.00
This Portfolio discusses issues concerning pension and welfare plans of churches and state and local governments, inc ...
Specialized Qualified Plans — Cash Balance, Target, Age-Weighted and Hybrids (Portfolio 352)	400.00
This Portfolio discusses different types of retirement plans, including alternative or hybrid plan designs, and discusse ...
Multiemployer Plans — Special Rules (Portfolio 359)	400.00
This Portfolio examines the laws applicable to multiemployer retirement plans, including funding and withdrawal liabi ...
Deferred Compensation Arrangements (Portfolio 385)	400.00
Deferred Compensation Arrangements analyzes the federal income and employment tax treatment of nonqualified deferred ...
Plan Qualification — Pension and Profit-Sharing Plans (Portfolio 351)	400.00
This Portfolio examines the rules governing the tax qualification of pension and profit-sharing plans under Code §401 ...
Plan Selection — Pension and Profit-Sharing Plans (Portfolio 350)	400.00
This Portfolio deals with the design, cost, and planning considerations involved in the decision to adopt a qualified pe ...
SEPs and SIMPLEs (Portfolio 368)	400.00
SEPs and SIMPLEs analyzes the rules that apply to simplified employee pensions (SEPs) and savings incentive match plans ...
ESOPs (Portfolio 354)	400.00
ESOPs describes the federal income tax consequences of establishing and maintaining an Employee Stock Ownership Plan ...

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Compensation Planning Research & Guidance