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Tax Research

Guide to laws and information on Federal tax law issues.

BNA Tax Management Portfolios

BNA Tax Management Portfolios--PRINT

BNA Tax Management Portfolios, BNA Tax Management, 1969- . [KF 6365 B97] 

There are three series of more than 400 portfolios on U.S. Income, Estates, Gifts and Trusts and Foreign Income topics. The portfolios are written by practicing tax attorneys and accountants. They are designed to assist tax practitioners. Each portfolio includes three main sections: a detailed analysis of the topic, worksheets which include checklists, documents, and all forms necessary to deal efficiently with the issue, and a bibliography of references to relevant official and unofficial sources.

Examples of portfolio titles in the U.S. Income series:
Charitable Contributions: Income Tax Aspects (#521-2nd)
Tax Shelters (#798)

Examples of portfolio titles in the Foreign Income series:
Business Operations in Australia (#951-2nd)
U.S. Income Taxation of Foreign Corporations (#908)
U.S. International Taxation of Telecoms (#946)

Examples of portfolio titles in the Estates Gifts and Trusts series:
Charitable Income Trusts (#866)
Private Foundations--Excess Business Holdings (#881-2nd)

Finding tool: Tax Management Portfolio Index binder which includes incides by code section, topic and keyword. The index also includes a table of IRS forms and publications in the portfolios, as well as a section on how to use the portfolios.

Call number: KF6365 .B97
Location: Finding tool is shelved at Reserve Desk ; portfolios are in the stacks.

 The portfolios are also available electronically through LEXIS, WESTLAW and directly from BNA. 

 

  BNA Tax Management Portfolios--ELECTRONIC-- Bloomberg Law:

 

To access portfolios: