Year-Round Tax Planning

Rely on Bloomberg Tax Research for expert guidance, news, primary sources, and time-saving tools to help you better serve your clients and build your business in a changing tax landscape.


Bloomberg Tax Research

Bloomberg Tax Research is a comprehensive research solution designed by tax professionals for tax professionals. Plan and comply with confidence with quick and easy access to expert-written perspectives, in-depth news, extensive primary source material, and a full range of practitioner-developed tools available only from Bloomberg Tax.

Comprehensive Tax Resource Designed for CPAs

Tax Research

Designed by practitioners for practitioners, Bloomberg Tax Research has all the resources you need to understand changes in the tax code to best serve your clients in the coming year. Take your tax research to the next level with:

  • A full range of content—from Tax Management Portfolios™ to complete primary source material
  • Complete, up-to-date analysis on all the new revisions to the code
  • Time-saving tools including Practice Guides & Checklists and Year End Client Letters
  • Intelligence from more than 1,000 seasoned tax and accounting specialists for the latest news, trends, and issues shaping your field
  • And more

Tax Calculations

Stay ahead of the continuing impacts of tax reform with Income Tax Planner Web. We’ll keep up in synch with regulatory shifts throughout the year so you can keep your clients in compliance while minimizing their tax liabilities.

  • Create the most accurate tax projections
  • Increase efficiency with comprehensive calculations
  • Run multiple “what-if” scenarios
  • Model complicated tax transactions

Confidently calculate the most complex tax planning scenarios all year round with secure anytime, anywhere access.

Explore More on Bloomberg Tax Research

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Portfolio 598: Investments in Qualified Opportunity Zones

Tax Management Portfolio 598-1st T.M., Investments in Qualified Opportunity Zones, provides in-depth analysis of all aspects of the Opportunity Zone (OZ) program. The OZ program was added to the Code by the Tax Cuts and Jobs Act of 2017. It provides significant tax incentives for investment of deferred capital gain into certain geographic locations referred to as qualified opportunity zones (QOZs).

Practice Guides & Checklists, Section 199A: Understanding the 20% “Pass-Through Deduction”

This essential resource helps practitioners start their research efficiently. Written by practitioners, this Practice Guide & Checklist explains the key considerations of Section 199A and links to Tax Management Portfolios, primary source materials and relevant content.

Portfolio 537: Qualified Business Income Deduction: Section 199A

Tax Management Portfolio 537: Qualified Business Income Deduction: Section 199A discusses a new provision of the Internal Revenue Code, §199A, which provides a 20% deduction for qualified business income, qualified publicly traded partnership income, qualified REIT dividends, and income of, or received from, certain agricultural or horticultural cooperatives. The Portfolio describes the requirements that taxpayers must meet in order to qualify for the deduction, the complex rules that limit taxpayers’ eligibility for the deduction, and the many uncertainties that taxpayers and their advisers face in interpreting the statute.

Portfolio abstract

See It for Yourself

The Bloomberg Tax Research year-end resources are just a small example of all the expertise that Bloomberg Tax Research provides to professionals — each and every day. Stay on top of all federal tax developments through daily breaking news, practitioner insights, and commentary on trends as well as in-depth analysis from leading tax experts.

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