Tax Research - Federal Guide

This guide on federal tax research explains where and how to find tax materials.

Contents

Key to Icons

  • Georgetown only
  • On Westlaw
  • On Lexis
  • On Bloomberg
  • PDF
  • More Info (hover)
  • Preeminent Treatise
  • Study Aid

BNA Tax Management Portfolios: Retrieving and Printing/Downloading

  1. Log on to Bloomberg Law: Tax. (From Bloomberg Law, go to Browse All Content, choose Practice Centers, and then select Tax.) 
  2. Browse or search for a portfolio, or find it by number/name or by index.
    • Browse. Select the appropriate series from the list of BNA Portfolios under Expert Analysis. Browse the contents of a portfolio by expanding or collapsing individual sections. To view all segments within a section, click the Expand Next Level button to the right of that section.
    • Search. Select the appropriate series from the list of BNA Portfolios under Expert Analysis. Enter keywords and run your search in the bar at the top of the page. To search a specific section only, check the box to the left of that section and then enter your search in the bar at the top of the page.
    • Find by Number/Name. Use the Go To Portfolio by Number/Name search box to retrieve a known portfolio. (For example, to locate No. 818-3rd on Section 2035 Transfers in the Estates, Gifts & Trusts series, begin typing 818 or Section 2035 Transfers and then select Portfolio 818-3rd: Section 2035 Transfers from the autocomplete suggestion list.)
    • Find by Index. Locate the appropriate series from the list of BNA Portfolios under Expert Analysis. Select the index to the right.
  3. ​Print/download a single document or multiple documents.​
    • Single Document. Print or download a portfolio segment that you are viewing by clicking the Quick Print option or Print/Download option on the top left. Print or download a portfolio segment from the Table of Contents by checking the box next to the desired segment, and then clicking the icon for Document Tools and selecting the Print/Download option.
    • Multiple Documents. Select the appropriate series from the list of BNA Portfolios under Expert Analysis. Check the box next to each desired segment, and then click the magnifying glass to the right of the search bar. Check the box next to each desired document or next to the Select All option. Click the Print/Download  option at the top.