Bloomberg Tax Research

TaxCore: Section 409A

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.

Bloomberg Tax Research

Tax Practice Series: Deferral of Compensation

The Tax Practice Series is a collection of time-saving practical, analytical research, compliance and productivity tools designed to help you practice more successfully, expand your practice and increase the value you bring your clients. Deferral of Compensation covers specific types of arrangements such as short-term deferrals, foreign arrangements, definitions of plans, application of rules, calculations, and so much more.

Bloomberg Tax Research

Tax Practice Series: Plans Affected

Written by leading federal tax authorities, the Tax Practice Series contains over 275 chapters that cover virtually every taxation topic under gross income, deductions, credit, computations and AMT, tax accounting, tax practice and procedure, partnerships, S corporations, C corporations, compensation planning, estates and trusts, exempt organizations, and foreign taxation.

Bloomberg Tax Research

Client Letter: Tax Consequences for Recipients of Deferred Compensation Arrangements

More than 400 easy-to-understand practitioner-written letters to help you keep your clients up-to-date.

Bloomberg Tax Research

Elections & Compliance Statements: Nonqualified Compensation Plan: Initial Election (§409(a)(4)(B))

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.

Bloomberg Tax Research

Section 409A Handbook

Section 409A Handbook addresses the proposed regulations issued in June 2016, which made several important changes to the 409A regulations and proposed 409A income inclusion rules. The Handbook is the key to successfully navigating Section 409A’s broad scope, extensive and complicated regulations, and myriad corollary rules and unresolved issues.

Tax Management Portfolios

Written by leading tax practitioners, Tax Management Portfolios cover virtually every tax topic with deep analysis, real-world examples, working papers, and the perspectives you need to make informed decisions.