September 27, 2013
August 26, 2013
June 25, 2013
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. multinationals.
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: Individuals eBook 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.
A 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
Arlington, 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 available again.
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.
What 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, 2011.
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