Tax Management Portfolios™
Become the team expert for every tax matter
Tax Management Portfolios give you premium analysis and expert perspectives on complex tax issues to help you make well-informed decisions and be in the best position possible.
Tax Portfolio overview
Each Portfolio includes a detailed analysis of the topic and a collection of working papers that conveniently link to all relevant documentation and tools.
Detailed analysis
Get everything you need to know about any tax topic with practical analysis that includes precise citations, alternative approaches, planning opportunities, rulings and procedures, and more.
Working papers
Each portfolio includes all the supporting forms, documents and tools you’ll need to take action and make decisions confidently: procedural checklists, related information from the IRS and other governing bodies, sample disclosures, sample plans and clauses, suggested resolutions and forms of contract.
The gold standard for in-depth tax research and analysis
Get the answers you need with expert practitioner-written, continuously updated, detailed analysis of more than 500 tax topics.
Practical analysis from industry experts
More than 1,100 of the world’s top tax professionals break down significant and complex tax issue into actionable guidance you can immediately apply to your practice.
Real-world scenarios
To help you succeed against the real challenges you face in your practice, our highly-credentialed tax leaders provide applicable tools and insight based on first-hand experiences — not just hypothetical ideas and academic theories.
Complete topic coverage
Elevate your command and working knowledge of almost any tax matter with access to in-depth analyses of over 500 topics across Federal, State and International Tax, Estates, Gifts and Trusts, and Accounting Policy & Practice.
Featured portfolios
Preview the portfolios available to Bloomberg Tax Research subscribers.
Dedicated practice area coverage
Dive deep into core tax topics with our thorough practice area coverage that combines tools, news, analysis and primary sources in one centralized location.
Get detailed analyses that make it simpler to stay ahead of the constantly changing regulatory landscape. Over 200 Portfolios giving practical analysis for dealing with all types of federal tax situations and working through problems that arise.
Multistate Tax Management Portfolios provide practical analysis and practitioner perspectives on developing and implementing complex state and multistate tax strategies, for example Business Credits and incentives, corporate taxes, and more.
Authoritative analysis and commentary covering the latest international tax issues in over 220 countries makes it easier to maintain cross-border tax compliance. Additionally, Country Portfolios detail the tax and business regulatory systems of more than 48 international regimes.
Nearly 100 EGT Portfolios combine practical analysis, interpretations, and guidance from leading experts to help you develop accounting strategies that maximize your clients’ control while minimizing taxes and estate management costs.
Each Tax Management Portfolio covering accounting delivers an in-depth analysis of specific issues and special reports written by authoritative practitioners to give you experience-based insight and guidance on complex matters.
Why customers love Bloomberg Tax
“I can rely on Bloomberg Tax to give me the most up to date information, in language I can understand. Bloomberg Tax has given me confidence in my tax research abilities. It guides me on the intention of the statutes and regulations so that I can more easily understand and interpret tax code. The portfolios are very thorough and the search function helps me get to where I need to be.”
Shannon Drewry
Senior Tax Manager
Promega Corporation
“I am a general practitioner when it comes to taxation, so I rely on Bloomberg Tax to help provide timely and authoritative information on many different subject areas. The Tax Management Portfolios in particular are all conveniently organized into portfolios that cover each separate topic comprehensively.”
Michael Goode
Shareholder
Lewis Thomason
“Bloomberg Tax’s Portfolios have been invaluable to me, especially as a young lawyer just beginning my practice. After law school, you rarely get the opportunity to experience systematic, organized, and comprehensive legal education on important tax topics, even though that would be helpful in developing and maintaining the knowledge base necessary to serve clients.”
Le Chen
Associate
McDermott Will & Emery LLP
Request a demo
Bloomberg Tax simplifies the entire tax process with intelligence and technology that accelerates tedious work, minimizes risk, and puts you in the best tax position possible.
Complete the form, and a representative will contact you to schedule a demo. The demo will provide an overview of our latest features and an inside look into the tools.
All fields with an asterisk (*) are required.
Already a customer? Get in touch with the support team.