Tackle today’s tax topics with ease.
Practice Guides & Checklists are concise, practitioner-written guides that address key considerations practitioners need to develop a plan of action, spot significant issues, and make relevant inquiries.
FEATURED PRODUCT
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.
Practice Guides by Topic
Accounting Periods
Compensation
Individuals
Business Transactions
Emerging Issues
Pass-Through Entities
Charitable Giving
Estate Planning
Practice & Procedure
Request a demo to
Bloomberg Tax Research
and access all of our year-end resources.
What’s In Each Guide.
Overview
- Brief narrative outlining the topic.
Key Considerations
- A discussion of tax and non-tax factors.
- Answers to key questions.
- Links to Tax Management Portfolios and Tax Planning Series resources.
Reporting
- A checklist of compliance and process reminders.
State & International Considerations
- Issues that should be considered when planning.
Key Tax Management Portfolios and Other Resources
- In-depth Portfolio coverage, Elections & Compliance Statements, State Charts, and more.
Download Excel Checklist
- Spreadsheet that can be used as a working paper with relevant questions.
Coverage & Guidance for Every Tax Professional
From the everyday to the specific, our Practice Guides & Checklists get you to the information you need—fast. Here are a few that our clients find especially useful:
- Calculating the §199A Qualified Business Income Deduction
- Deducting Meals & Entertainment
- Making Like-Kind Exchanges of Real Property
- 2019 Year-End Tax Planning Strategies for Business Entities
- 2019 Year-End Tax Planning Strategies for Individuals
See It for Yourself.
Schedule a demo to experience our Practice Guides & Checklists, along with all that our research platform and software solutions have to offer.
