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.


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



Business Transactions

Emerging Issues

Pass-Through Entities

Charitable Giving

Estate Planning

Practice & Procedure

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What’s In Each Guide.


  • 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.


  • 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.

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