Bloomberg Tax Research

BNA Picks

Start your research with BNA Picks and go directly to the related source materials and practice tools quickly and efficiently. Use our navigational tool to access curated recommendations covering critical federal, state, and international tax topics.

Formulas Illustrated

Formulas Illustrated are simplified visual aids that present formulas from the IRC and regulations in an easily understandable visual format. Additional information on each formula, including relevant citations, is provided in the notes and sources section. Examples of the formulas in the library include:

  • Minimum distribution requirement for REITs
  • Corporate alternative minimum tax
  • Post-2020 NOL deduction
  • Basis to distributees for nonrecognition property

Formulas Illustrated

Formulas Illustrated are simplified visual aids that present formulas from the IRC and regulations in an easily understandable visual format. Additional information on each formula, including relevant citations, is provided in the notes and sources section. Examples of the formulas in the library include:

  • Minimum distribution requirement for REITs
  • Corporate alternative minimum tax
  • Post-2020 NOL deduction
  • Basis to distributees for nonrecognition property

Transactional Diagrams

Gain a better understanding of important fact patterns and save time while conducting research with access to more than 1,000 Transactional Diagrams. Each diagram is presented in a clear format, includes a summary of relevant facts, and links to the source documents as well as IRC and regulation sections cited in the source document.

Transactional Diagrams

Gain a better understanding of important fact patterns and save time while conducting research with access to more than 1,000 Transactional Diagrams. Each diagram is presented in a clear format, includes a summary of relevant facts, and links to the source documents as well as IRC and regulation sections cited in the source document.

Elections & Compliance Statements

Benefit from 700 Elections & Compliance Statements to more effectively and efficiently provide tax guidance and compliance services to your company and clients. These insightful procedures and statement templates provide cross-references to the detailed analysis found in the Tax Management Portfolios and the Tax Practice Series and can be used by business entities, individuals, estates, trusts, and exempt organizations when considering optional reporting methods.

Elections & Compliance Statements

Benefit from 700 Elections & Compliance Statements to more effectively and efficiently provide tax guidance and compliance services to your company and clients. These insightful procedures and statement templates provide cross-references to the detailed analysis found in the Tax Management Portfolios and the Tax Practice Series and can be used by business entities, individuals, estates, trusts, and exempt organizations when considering optional reporting methods.

Practice Guides & Checklists

You need to be confident that you can quickly and easily get the most relevant tax research. Bloomberg Tax’s Practice Guides & Checklists offer concise, practitioner-written overviews of tax topics. These easy-to-use guides include downloadable checklists and link to relevant Tax Management Portfolios for a deeper dive.

Practice Guides & Checklists

You need to be confident that you can quickly and easily get the most relevant tax research. Bloomberg Tax’s Practice Guides & Checklists offer concise, practitioner-written overviews of tax topics. These easy-to-use guides include downloadable checklists and link to relevant Tax Management Portfolios for a deeper dive.