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Federal Tax Research & Guidance

Bloomberg BNA Tax & Accounting provides the federal tax research and guidance you need on any federal tax transaction or issue. Our expert-written collection of Portfolios, news, and analysis provides insights, explanations, and examples on every U.S. tax practice area from income taxes to compensation planning to real estate to business entities. Specifics on the history of the federal tax topic, in-depth analysis, breaking news, practice tools, examples, working papers and more are included. Choose a category below to get started.

Business Restructuring| Compensation Planning| Federal Income Taxes| Federal Tax Practice and Procedure| Federal Taxation of Select Businesses| Real Estate| Tax-Exempt Organizations|
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EVERYDAY EXCEPTIONAL Written by the nation's leading federal tax experts, Bloomberg BNA's U.S. Income Portfolios Library ...
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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 ...
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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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Bloomberg BNA's Tax Practice Series is a comprehensive range of time-saving, practical analytical research, compliance, ...
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge of ...
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Bloomberg BNA's Green Incentives Navigator Library provides detailed analysis on amounts, limitations, and eligibility f ...
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The Financial Accounting Resource Center helps practitioners with their financial reporting needs by including: Full te ...
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This monthly journal offers the latest insights in the crucial areas of real estate tax planning, including passive loss ...
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Concise Explanations. Practical Guidance. Real-World Examples. Bloomberg BNA’s Tax Prep Guides are comprehensive “ho ...
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Bloomberg BNA's Tax Practice Series is a comprehensive range of time-saving, practical analytical research, compliance ...
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ENHANCE YOUR RESEARCH Introducing Practising Law Institute Treatises on Bloomberg BNA Yet one more resource for real-wor ...
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This Portfolio analyzes the tax implications when a business chooses to restructure its debts as an alternative to forec ...
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This Portfolio analyzes the post-acquisition rules, §§381 through 384, as applied to corporations with a net operatin ...
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This Portfolio analyzes in detail the elections under §338(g) and §338(h)(10), available when a purchasing corporation m ...
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S Corporations: Operations reviews the special tax status of S corporations, including S corporation shareholders, who a ...
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Corporate Acquisitions—D Reorganizations describes the various aspects of the two basic types of transactions that qu ...
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Boot Distributions and Assumption of Liabilities discusses the tax problems arising in connection with boot distribut ...
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This Portfolio discusses the requirements necessary to qualify a transaction as an “A,” “B," or “C,” Reorganization; ...
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State Taxation of Mergers and Acquisitions analyzes the state and local tax implications of mergers and acquisitions by ...
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This Portfolio discusses the principal tax planning considerations related to designing an appropriate transactional str ...
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Corporate Separations analyzes the tax consequences of corporate separations and distributions under §355.
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This Portfolio analyzes the tax consequences of single-company reorganizations: recapitalization under §368(a)(1)(E) and ...
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This Portfolio analyzes the requirements of the sections of the tax Code and Title 1 of ERISA that govern health and wel ...
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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 operation of Internal Revenue Code §83 in taxing various types of transfers of property in c ...
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This Portfolio contains a comprehensive examination of the tax and non-tax rules governing IRAs and the use of their ...
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This Portfolio examines the reporting and disclosure requirements imposed by ERISA on administrators of employee benefit ...
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Employee Fringe Benefits discusses the substantive rules pertaining to various fringe benefits provided by an employe ...
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Golden Parachutes discusses concepts peculiar to §280G, describes the process for ascertaining if a change in control ...
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This Portfolio examines registration requirements under federal securities laws, reporting requirements, the short-swing ...
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Reasonable Compensation analyzes the issues relating to the deduction by an employer for a “reasonable allowance” under ...
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This Portfolio discusses how to use life insurance to provide compensation and benefits for employees and features in ...
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Bloomberg BNA's Compensation Planning & Benefits Plus™ shares the experience of leading tax and ERISA practitioner ...
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This Portfolio addresses the employee benefits-related questions and issues that arise in connection with the employm ...
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This Portfolio describes in detail who is an “employee” for federal employment tax purposes and explains the differin ...
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State Taxation of Compensation and Benefits focuses on the impact of state taxation on executive and employee compensati ...
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Annuities, Life Insurance, and Long-Term Care Insurance Products discusses the federal income tax treatment of select ...
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The Compensation Planning Journal keeps you abreast of such wide-ranging compensation planning issues as qualified plan ...
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Nonstatutory Stock Options examines the rules governing the taxation of stock options granted to employees by their e ...
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This Portfolio details the structure, the tax rules, and requirements for establishing incentive stock options and emplo ...
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This Portfolio focuses on the provisions applicable to federal income tax withholding, Medicare, Social Security, unempl ...
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Cafeteria Plans examines the federal income taxation of “cafeteria plans” under tax Code §125, its history, and the r ...
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This Portfolio analyzes the business, tax, and legal considerations of self-insuring or self-funding group employee bene ...
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This Portfolio examines the legal rules, practices, and principles governing the establishment, qualification, operat ...
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This Portfolio reviews specific types of investments that may be made by plans subject to Part 4 of Subtitle B of Title ...
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International Pension Planning is intended to assist the U.S. tax specialist with issues arising from the implementat ...
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This Portfolio examines the limits for deducting contributions to qualified plans under §404, the contribution and be ...
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This Portfolio focuses on the procedures for applying to the IRS for a letter determining that a pension plan is qualifi ...
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This Portfolio analyzes the effect of age, sex, and disability discrimination statutes on various types of employee b ...
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Qualified Plans — Taxation of Distributions discusses the income, excise, and withholding tax issues relating to various ...
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This Portfolio discusses the potentially adverse consequences of plan disqualification or income inclusion and relate ...
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This Portfolio reviews key issues arising under Part 4 of Title I of the Employee Retirement Income Security Act of 1 ...
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This Portfolio discusses issues arising out of and related to ERISA civil and criminal litigation and provides an ove ...
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Estate Planning is designed as an authoritative and practical working tool for attorneys, accountants, and others involv ...
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This Portfolio focuses on the rules of professional conduct that govern lawyers whose practices involve tax and estate p ...
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This Portfolio discusses estate planning considerations relating to distributions from qualified retirement plans and in ...
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This Portfolio addresses the issues that arise in connection with the design and administration of pension, profit-sh ...
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This Portfolio addresses the impact of certain corporate transactions on tax-qualified employee retirement benefit plans ...
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This Portfolio discusses the rules governing the nondiscrimination in benefits and contributions requirement for qual ...
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This Portfolio addresses the issues that relative to the standard, distress, and involuntary terminations of single-e ...
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Tax-Deferred Annuities — Section 403(b) examines tax-deferred annuities governed by Code §403(b).
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This Portfolio discusses the rules of §401(k) of the Internal Revenue Code and other provisions relating to qualified ...
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This Portfolio discusses issues concerning pension and welfare plans of churches and state and local governments, inc ...
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This Portfolio discusses different types of retirement plans, including alternative or hybrid plan designs, and discusse ...
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This Portfolio examines the laws applicable to multiemployer retirement plans, including funding and withdrawal liabi ...
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Deferred Compensation Arrangements analyzes the federal income and employment tax treatment of nonqualified deferred ...
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This Portfolio examines the rules governing the tax qualification of pension and profit-sharing plans under Code §401 ...
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This Portfolio deals with the design, cost, and planning considerations involved in the decision to adopt a qualified pe ...
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SEPs and SIMPLEs analyzes the rules that apply to simplified employee pensions (SEPs) and savings incentive match plans ...
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ESOPs describes the federal income tax consequences of establishing and maintaining an Employee Stock Ownership Plan ...
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Estimated Tax describes in detail the requirements of individuals, corporations, estates, trusts, tax-exempt organiza ...
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This Portfolio discusses the tax considerations when a taxpayer adopts, or changes to, a particular taxable year and ...
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This Portfolio discusses the tax rules and tax consequences that apply to home ownership, home sales, and owner relocati ...
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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 analyzes the rules regarding credits against income tax on a portion of the price of selected productive ...
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