White Papers, Resource Guides, Articles & eBooks
Download free copies* of white papers, resource guides, articles, and eBooks about fixed assets and depreciation management, individual tax and corporate tax planning, and financial planning and wealth management.
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White Papers, Resource Guides, Articles, & eBooks
A Practical Guide to More Efficient Fixed Asset Accounting
Boosting Your Accuracy and Speed from Reporting to Closing
This valuable eBook illustrates how using fixed asset management software, in an integrated fashion with your general ledger and accounts payable systems, can actually reduce the time required to perform common activities — and at the same time improve overall accuracy.
Download the eBook: A Practical Guide to More Efficient Fixed Asset Accounting »
A Two, Three, Four, or Five-Year NOL Carryback: Which Is Really a Tax Professional’s Best Choice?
This white paper will help you understand what you need to do to ensure that your company is making the most tax advantageous decision when it comes to the latest NOL carryback provision.
Download the White Paper: A Two, Three, Four, or Five-Year NOL Carryback - Which Is Really a Tax Professional’s Best Choice »
Alternative Minimum Tax: AMT Matters and Why
This white paper provides both an historical and current view of AMT and discusses the potential impact of ignoring AMT. Learn why you might be at risk for overpayment or underpayment of taxes and how available software tools can assist tax professionals with minimizing the complexity of tracking AMT and help them avoid costly mistakes.
Download the White Paper: Alternative Minimum Tax »
Asset Inventory Audits: Benefits of an Automated Approach
Don’t let inaccurate fixed assets tracking have a negative impact on your next audit. This white paper, authored by industry expert Alden Snyder, President and Founder of Asset Systems, explores the importance of compliance and accuracy when tracking and valuing your company’s fixed assets.
Download the White Paper - Asset Inventory Audits: Benefits of an Automated Approach »
Automating Complex Calculations for IRS Audits
When it comes to IRS audits, there are essentially three distinct types of calculation challenges that corporate taxpayers must deal with. Learn about each and how you might address them using BNA Corporate Tax™ Analyzer software.
Download the Quick Reference Guide: Automating Complex Calculations for IRS Audits »
Best Practices for Distribution Planning in Retirement
Recently, interest in the distribution phase of retirement has increased as the large baby boomer generation becomes eligible to retire. Find out how to efficiently create the most beneficial retirement income stream for your clients.
Download the White Paper: Best Practices for Distribution Planning in Retirement »
Best Practices in Fixed Asset Management: Resource Guide for Business Vehicles
Accounting Companion for Getting the Most Depreciation for Your Fleet
This essential Resource Guide for Business Vehicles covers everything you need to know to optimize tax benefits from vehicle depreciation.
Download the Resource Guide for Business Vehicles »
Best Practices in Fixed Asset Management: A Resource Guide for Claiming Bonus Depreciation
Get answers to your questions such as what property qualifies for either the 50% or the 100% bonus depreciation deduction. The updated Guide includes additional important provisions created by The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (H.R. 4853).
Download the Resource Guide for Claiming Bonus Depreciation »
Best Practices in Fixed Asset Management: A Resource Guide for Intangible Assets
A Companion for Capitalizing Intangible Assets for GAAP and Tax Reporting
Get the guidelines for managing and achieving the best possible financial return on your intangible assets
Download the Resource Guide for Intangible Assets »
Best Practices for Fixed Asset Technology Integration
This white paper introduces best practices for integrating fixed asset software into your organization as part of a strategic asset management initiative. These best practices are based on “lessons learned” over the course of decades of successfully implementing and integrating GAAP and tax depreciation and fixed asset software in organizations ranging from SMBs to the Fortune 100
Download the White Paper: Best Practices for Fixed Asset Technology Integration »
Electing Out of Bonus Depreciation for Refundable Credits
The Housing and Economic Recovery Act of 2008 allows corporate taxpayers to elect to forgo a deduction for bonus depreciation on qualifying property and instead claim a refund for unused research and AMT credits from tax years beginning before 2006 under IRS Section 168(k)(4). The American Recovery and Reinvestment Act of 2009 and the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 both modified this provision. Learn more about this complex provision and find out what you need to consider in order to make the decision most beneficial to your bottom line.
Download the White Paper: Electing Out of Bonus Depreciation for Refundable Credits »
Empowering the Tax Department With ERP & Tax Depreciation Integration
The application of tax depreciation calculations represents one of the largest tax adjustments to the financial accounting calculation of income. Despite the materiality of this calculation, many corporations take months to perform the tax depreciation function. This white paper examines the limitations of accounting (ERP) systems in managing tax depreciation and details an alternative approach wherein a tax depreciation system integrates with the ERP to provide enhanced efficiency, accuracy, and controls in the tax depreciation process.
Download the White Paper: Empowering the Tax Department With ERP & Tax Depreciation Integration »
New! Getting a Handle on Tax Credits and Tax Deductions
When developing tax planning strategies, it is essential to understand the differences between tax deductions and tax credits. This will enable you to help your clients reduce their tax liability and take advantage of available tax breaks. This resource guide explains the tax credits and deductions available for 2011.
Download the Quick Resource Guide: Getting a Handle on Tax Credits and Tax Deductions »
GRATs: Some Good News in a Bad Economy
Emerging as an excellent tool for transferring wealth to heirs and paying as little as possible in transfer taxes, GRATs are a bright spot in a dim economy.
Download the White Paper: GRATs - Some Good News in a Bad Economy »
New! Navigating the Maze of the Alternative Minimum Tax System
Determining the best tax strategies to deal with Alternative Minimum Tax (AMT) deduction and credit adjustments is no easy task. This quick resource guide provides insight into many AMT questions for both taxpayers and preparers and shows how BNA Income Tax™ Planner can help you navigate through the sometimes confusing AMT maze.
Download the Quick Resource Guide: Navigating the Maze of the Alternative Minimum Tax System »
Property Qualifying for Bonus Depreciation
Just what property does qualify for bonus depreciation? This article will clear up the confusion as to which fixed assets qualify for this valuable deduction.
Download the Article: What Property Qualifying for Bonus Depreciation »
Reasons NOT to Claim the 100% Bonus Depreciation Deduction
A major provision of the recently passed Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 is the temporary allowance of 100% expensing using bonus depreciation. This new deduction represents a huge opportunity for many businesses to take sizable deductions. However, it is possible that claiming the 100% bonus depreciation deduction is not the best option for your particular business.
Find Out Why You May NOT Want to Claim the 100% Bonus Depreciation Deduction »
Reducing the Bottlenecks: A Collaborative Approach to Large Business and International (LB&I) Audits
This informative white paper reveals how using the same software as the IRS to automate complex calculations and track multi-year carryforwards and carrybacks is helping corporations expedite resolution, conserve valuable resources, and gain greater control over the audit process.
Download the White Paper: A Collaborative Approach to Large Business and International (LB&I) Audits »
Reporting Uncertain Tax Positions
This article provides background on FASB Interpretation No. 48 (FIN48) and Uncertain Tax Positions as well as examples and important details to consider.
Download the Article: Reporting Uncertain Tax Positions »
Roth IRAs: What Your Clients Need to Know
Roth IRAs have certain advantages as well as disadvantages over a traditional IRA account. You need to understand both so that when a client is trying to decide whether or not a Roth IRA is right for them, you can offer them sound advice.
Download the White Paper - Roth IRAs: What Your Clients Need to Know »
Straight Talk About Fixed Asset Software
A Guide to Meeting Today’s Toughest Compliance Challenges
This valuable eBook is a no-nonsense guide to selecting the right fixed assets depreciation system to help meeting a variety of today’s compliance, reporting, and reconciliation challenges.
Download the eBook: Straight Talk About Fixed Asset Software »
The Reality, Perception, and Truth of Using the ERP for Tax Depreciation
Can't Do This in the ERP System: Avoiding the Pitfalls of Fixed Asset Management in the ERP
Learn about the pros and cons of utilizing the corporate financial accounting system (ERP/GL) for fixed asset management and tax depreciation calculations, and an alternative strategy.
Download the Article: The Reality, Perception, and Truth of Using the ERP for Tax Depreciation »
When Fixed Assets Cause Inaccuracies in Financial Statements: A Controller’s Perspective
This article shares Bloomberg BNA’s own controller's perspective regarding proactive strategies to eliminate financial statement errors and avoid the hassles and embarrassment of restatements. Learn how comprehensive fixed assets software can prevent the pain of statement errors.
Download the Article: When Fixed Assets Cause Inaccuracies in Financial Statements »
Why Spreadsheets & Depreciation Don’t Mix
What You Should Know About Appropriate Spreadsheet Usage
Anyone who calculates tax depreciation and manages fixed assets using spreadsheets knows that it can be time-consuming – making the time to period close unnecessarily long. That’s not including the time and effort it takes to track, analyze, and adjust depreciation calculations based on regulatory changes. Learn about the hidden pitfalls that may be costing your company money – and how you can minimize risk and maximize productivity when tracking and calculating fixed asset depreciation.
Download the White Paper: Why Spreadsheets & Depreciation Don’t Mix »
