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Compensation Planning Portfolios Library

Details

What this service is:

The Tax Management Compensation Planning Portfolios Library shares the experience of leading tax and ERISA practitioners in structuring, amending and administering pensions and employee benefit and deferred compensation plans. This Library includes the following: the Compensation Planning Portfolios, featuring in-depth and timely analysis of compensation and benefits issues by experts; Tax Practice Series Chapters offering answers to everyday research and compliance questions; the Compensation Planning Journal providing practitioner articles and updates on recent developments; and instant access to relevant source documents.

What it helps you do:

Access expert advice on compensation and benefits issues. The Library provides you with the experience of top practitioners to help guide you.

Save time with practice tools you can use for your clients. Don’t reinvent the wheel. The Library’s model benefit plans and disclosure documents (including summary plan descriptions) are ready for you to adapt for your practice. Client letters explain complex tax and ERISA issues in layman’s terms. Federal tax forms, State tax forms (optional), tables, charts and lists and working papers eliminate the need to look anywhere else.

Stay informed about the latest news and understand what it means to you.  Your Compensation Planning Portfolios Library includes a variety of news and commentary publications.

Product Structure

Portfolios: Treatise-like explanations of tax and ERISA matters.

Tax Practice Series: Chapters offering answers to everyday compensation and benefits strategy and compliance questions.

Notification: Compensation Planning Journal, Tax Management Weekly Report, Insights & Commentary (available on the Web) and Tax Management Memorandum. These publications cover the latest developments as well as provide expert commentary from BNA’s distinguished Advisory Board.

Source Documents: Primary source material including Laws & Regulations, Agency Documents, and Cases.

Formats and Frequency

Available in print and on the Web.  Contents vary by format.

Portfolios and Tax Practice Chapters are updated regularly.

The Compensation Planning Journal is issued monthly and archived on the Web. Tax Management Weekly Report is updated weekly. Insights & Commentary is updated frequently. Tax Management Memorandum is issued biweekly. You can sign up for e-mail summaries of journals and reports, with URLs to full text articles and documents.

NOTE: This product is a component of the BNA Tax and Accounting Center. Your 15-day Web trial to the Center includes full access, allowing you to explore all areas of tax and accounting analysis, primary sources, practice tools and more. You can find more information on the Center here.