June 10, 2013
April 19, 2013
December 10, 2012
December 7, 2012
October 16, 2012
Arlington, Va. -The Bloomberg BNATax Policy & Practice Summit, to be held November 13-14 at the Ritz Carlton Hotel in Washington, D.C., will focus on the implications of the election results for strategic corporate tax issues; the potential for tax reform; and the economic, legislative, regulatory, and judicial trends that are shaping the future.
The keynote speakers will be Thomas A. Barthold, Chief of Staff , Joint Committee on Taxation; and William Wilkins, Chief Counsel, Internal Revenue Service.
October 9, 2012
Arlington, Va. - Companies that understand the increasing importance of intellectual property (IP)-related tax issues and the effect of effective tax planning not only lower their tax rate, but also maximize the full value of their IP assets. Bloomberg BNA | CITE will host a live conference, U.S. Taxation of Intellectual Property, to be held October 15-16 at The Allerton Hotel in Chicago, Ill. The conference-intended for corporate tax counsel, international tax executives and managers, IP and licensing executives, CPAs and accountants, executives of companies with strong IP assets, and service providers to the IP industry-will address the latest tax planning strategies and opportunities using intangible assets and help companies achieve their full tax potential.
Arlington, Va. - Bloomberg BNA | CITE will host a live conference, U.S. Taxation of Mergers and Acquisitions, to be held October 15-16 at The Allerton Hotel in Chicago, Ill., that will provide instruction on tax developments and strategies in structuring domestic and cross-border corporate mergers and acquisitions (M&A).
October 4, 2012
Arlington, Va. - On the heels of the 2012 presidential, congressional, and state elections, Bloomberg BNA will host a tax policy summit on November 13-14 at the Ritz Carlton Hotel in Washington, D.C. The Bloomberg BNA Tax Policy & Practice Summit will focus on the implications of the election results for strategic corporate tax issues; the potential for tax reform; and the economic, legislative, regulatory, and judicial trends that are shaping the future. The event is designed to aid senior corporate tax professionals and their advisors in making tactical decisions.
September 14, 2012
June 29, 2012
May 22, 2012
May 15, 2012
May 10, 2012
Arlington, Va. - A
new reference service from Bloomberg
BNA Tax & Accounting provides analysis on the tax, benefits,
and insurance issues facing employers that offer employee health
benefits - and the penalties that apply to employers that do not
offer sufficient health benefits.
Authored by Alden J.
Bianchi, an authority on federal and state health care reform,
the new Health Care Reform Adviser™ helps
health care law practitioners understand the ongoing impacts and
tax implications of the Patient Protection and Affordable Care Act
for their clients.
May 4, 2012
April 30, 2012
Arlington, Va. - BNA Software®, a Bloomberg BNA business, today announced the launch of BNA Income Tax™ Planner Web.
April 19, 2012
April 11, 2012
Arlington, Va. - Bloomberg BNA | CITE will host a live conference, U.S. International Tax Planning, May 21-23 in Houston,
Texas, that will provide the latest U.S. tax developments and tax
strategies for U.S. companies with operations overseas.
Recent legislation passed in Congress requires tax practitioners
to understand and implement a number of new foreign tax reporting
and compliance procedures to determine their tax liability for
2012. In addition, the IRS has stepped up its efforts and penalties
in auditing foreign activities and operations of U.S.
April 10, 2012
April 2, 2012
March 30, 2012
March 27, 2012
March 26, 2012
March 13, 2012
Arlington, Va. - The U.S. Treasury recently released 388 pages detailing new proposed regulations under the Foreign Account Tax Compliance Act ("FATCA"). The information reporting and withholding rules will have a pervasive impact on foreign financial institutions (FFIs) and on non-financial foreign entities (NFFEs).
March 6, 2012
March 2, 2012
(Arlington, Va.) Bloomberg BNA Tax &
Accounting announces the release on iBooks of a new go-anywhere
desk reference that provides an annual overview of
federal tax issues affecting individuals and small
businesses, as well as summaries of
fundamental federal income tax principles. The Tax Essentials:
is organized by topic, allowing tax practitioners to quickly find
answers to core tax questions. Supporting the answers are citations
to relevant Internal Revenue Code sections, Treasury regulations,
published IRS guidance, and case law.
March 1, 2012
February 8, 2012
January 30, 2012
December 14, 2011
December 6, 2011
December 5, 2011
December 2, 2011
November 22, 2011
Arlington, VA (November 22, 2011) The IRC Section 1022 Election to elect out of
the federal estate tax and into the modified carryover basis regime for persons
dying in 2010 must be made on a timely-filed Form 8939, Allocation of Increase
in Basis for Property Acquired From a Decedent, not later than January 17,
2012. No extension of time to file this election will be permitted.
new Form 8939 webinar from BNA Tax &
Accounting explains how to file Form 8939 consistently, and how to determine
the information required that needs to be shared with estate beneficiaries
while understanding the allocation of GST exemption and the ancillary effects
of the 1022 election.
November 7, 2011
VA (November 7, 2011) Form
706 compliance creates significant opportunities to reduce estate tax yet
creates unique challenges to the tax practitioner. On November 8, 2011, BNA Tax
& Accounting will offer a webinar, Form 706 — The
Art of Estate Tax Return Preparation, designed for practitioners who will be filing
estate tax returns for deaths in 2010 and 2011 and who want to enhance their
general estate tax compliance capacity or better connect estate planning to the
eventual filing of Form 706.
November 2, 2011
October 25, 2011
Arlington, VA (October 25, 2011) Twice a year, the Tax
Management International Forum (IF) draws together leading tax practitioners
from a dozen or more countries to discuss tax topics of multinational
interest. Each Forum member is invited
to review two ‘fact patterns’, and comment on how his/her native jurisdiction
would likely respond given the context.
On October 28, 2011, one of the topics discussed by
the IF in London will be The Audit Process:
Examination of Tax Returns and Appeal Rights.
BNA will offer a webinar on that topic immediately
following the conclusion of the Forum meeting.
October 24, 2011
Arlington, VA (October 24, 2011) Advisors and their
clients are working to establish and fund trusts to make use of some or all of
the temporary $5,000,000 lifetime gifting exclusion, taking into consideration
that anything over $1,000,000 makes use of an allowance that may never be
Most of these trusts
are being formed in the client’s home state, without the need to use “asset
protection jurisdictions” or specialty provisions that apply therein, as
explained in a new webinar from BNA Tax & Accounting, Dynasty
Trusts in Your Home State: Design, Draft, and Implement Irrevocable Trusts to
Receive Large Gifts in 2011 and 2012.
October 18, 2011
October 14, 2011
October 11, 2011
On August 2, 2011,
the latest amendments to Treasury Department Circular 230 took effect. Every
subpart – authority to practice, practice before the IRS, disciplinary
proceedings, sanctions, and general provisions – were affected. 35 rules were
changed and one rule added. Circular 230 now consists of 60 rules, 60% of which
are in some way new.
tax practitioners need to know about these changes will be the subject of a new
BNA Tax & Accounting webinar, The 2011 Amendments
to Circular 230: What Tax Practitioners Need to Know, on October 13,
September 27, 2011
September 2, 2011
August 26, 2011
August 18, 2011
August 17, 2011
August 5, 2011
July 25, 2011
A new BNA Tax & Accounting Portfolio, Information Reporting to U.S. Persons — Payments Subject to Back-up Withholding, written
by Carol A. Kassem, discusses the requirements relative to backup withholding
as required under §3406 and the types of payments that may be subject to the
imposition of this tax. The Portfolio also describes the timing as to when
withholding is required, the process to remit the tax to the IRS, and the
reporting required at year end.
July 15, 2011
July 13, 2011
July 12, 2011
Due to the expansion of qualified settlement funds regulations, dispute resolution mechanisms have grown exponentially and a new BNA Tax and Accounting Portfolio, Qualified Settlement Funds and Section 468B, written by Robert Wood of Wood & Porter, considers all aspects of the QSF maintenance process and gives guidance through the complex policies.
June 24, 2011
Commissioner Sullivan and prominent state and local tax attorney Art Rosen (who represents some business stakeholders), will exchange viewpoints on questions raised by these laws in a new BNA Tax & Accounting webinar, The Rise of Click-Through Nexus and What It Means to You on June 30th from 12:30 to 2:00 p.m. ET, and will focus on the enactment of so-called “Amazon” or “click-through” nexus laws in Connecticut and other states.
May 20, 2011
May 6, 2011
May 3, 2011
May 2, 2011
April 25, 2011