More than 75 Tax Management Portfolios™ provide practical analysis for developing and implementing complex state and multistate tax strategies.
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Business Operations Puerto Rico (Portfolio 7320)
This Portfolio offers background information on the relationship between Puerto Rico and the United States and a summary of the Puerto Rico legal system.
Choice of Entity: An Overview of Tax and Non-Tax Considerations (Portfolio 1550)
Portfolio 1550 discusses state and federal income tax and other considerations pertinent in choosing the most advantageous legal form for conducting business and investment activities.
Choosing a Domestic Jurisdiction for a Long-Term Trust (Portfolio 867)
This Portfolio explores two important developments in trust law that emerged late in the 20th century.
Credits and Incentives: Multistate Considerations and Planning (Portfolio 1490)
This Bloomberg Tax Portfolio contains a detailed discussion of the tax credits and incentives currently available to businesses. This Portfolio also addresses the issues of constitutionality, effectiveness, and the initiatives and policy directions states have taken with respect to existing programs.
Federal Constitutional Limitations on State Taxation (Portfolio 1400)
This Portfolio provides an overview of the federal limitations imposed on state taxation by the United States Constitution and by the federal statutes.
Income Taxes: Consolidated Returns and Combined Reporting (Portfolio 1130)
The Portfolio, Income Taxes: Consolidated Returns and Combined Reporting, compares state combined reports and state consolidated returns in detail and discusses the mechanics and implications of filing combined reports.
Income Taxes: Definition of a Unitary Business (Portfolio 1110)
This Portfolio examines the unitary business concept and its importance to the application of formulary apportionment and to the resolution of the business-, non-business income issue.
Income Taxes: Mergers and Acquisitions (Portfolio 1240)
This Portfolio addresses the state income and franchise tax considerations that should be taken into account in planning corporate acquisitions.
Income Taxes: Principles of Formulary Apportionment (Portfolio 1150)
This Portfolio discusses the apportionment of income for state tax purposes and provides insight into the history and issues of relevant methods.
Income Taxes: Special Problems in Formulary Apportionment (Portfolio 1180)
This Portfolio focuses on advanced apportionment principles and special problems.