Content is KING
Tax Practice is often referred to as a compliment to this analysis resource
Bloomberg Tax Portfolios, BNA Portfolios, BNAs, or Gray Books
HOW would you differentiate these two resources?
This tool allows practitioners to navigate and customize alerts for legislative, regulatory and administrative actions across federal state and international jurisdictions
Developments Trackers
What BTAX resource delivers news and insights including critical context and impact across Federal, State and International jurisdictions?
This competitor is the "LOW COST" research provider in the market
CCH
What can make them a formidable competitor?
How are you best positioned against CCH?
An event causing taxation
Nexus
What are the two types of Nexus?
BONUS: What 2018 court case involving online sales changed the way Nexus is applied across the US?
This tool allows users to be taken to a page that consolidates resources for 1 specific jurisdiction.
Go to States
BONUS
These more recent analysis pieces help practitioners navigate ongoing changes to tax legislation and other broad changes to tax law/regulation pointing out changes and impacts to certain taxpayers and businesses, and evolve over time.
Roadmaps
How were these developed? There is a story to tell.
This topic stems from the TCJA of 2017 and concerns closely held entities and how they are taxed at the state level.
PTET - Pass Through Entity (Elective) Taxes
BONUS: A derivative/related issue popularly debated as the _____ _____ Deduction
RIA/Thomson Reuters acquired this content piece in the early 2000s making them the brand to beat for many years afterward. HINT: This resource is often referred to as "The ___'s" and is highly favored among audit professionals.
PPC Deskbooks/Guides
What resources on BTAX are comparable to the PPC offerings?
Beginning in March, these two dates represent the Corporate and Individual filling deadline more broadly known as Tax Season or Busy Season
March 15th and April 15th
BONUS: Which resources do we update each year to support Tax Season.
This feature allows users to select a primary source document type and go directly to the entered citation.
Go To: Primary Source Document
How far back does our Primary Source go?
This Analysis content enables a practitioner to assist their client with appeals, offers in compromise and other practice before the IRS.
IRS Practice Adviser
BONUS: What other resource would aid this practitioner in IRS practice?
This annual publication helps practitioners predict the most impactful issues and trends that will impact their clients over the coming year.
2025 Tax Outlook
What annual publication delivers detailed insights and answers from state DORs beyond Nexus?
This recent competitor leverages AI as its primary offering with limited cited sources.
Blue J
What other "gap" do we hear from clients?
How do you position BTAX as a authoritative resource?
In 2024, this navigation was added to BTAX to the left rail of the main page connecting users to multiple INDG products.
BTAX Suite of Solutions
How are you positioning this new element of the BTAX offering?
This tool provides a definition of a topic, as well as consolidated resources on that topic, such as recommended Portfolios, code sections, etc.
BNA Picks
How are you positioning this?
This analysis piece is ideally positioned for CPAs as it combines both individual and corporate income tax concepts into a single collection
Pass-Through Entity Navigator/Chart Builder
BONUS: How many different entity types does this resource cover?
How else would you differentiate this resource?
Many practitioners are following this topic closely and hoping congress will act on some of these critical provisions.
Expiring TCJA Tax Provisions
BONUS: How many expiring provisions are there?
Name one...
This "competitor" meets us in every sales and service call we hold
The status quo
NEVER FORGET that the status quo is the thing standing between you and a sale/upgrade/long-term renewal. You must be intimately familiar with how things are done today so that you can help to improve the situation.
This topic has transformed the CPA Market over the past 1-2 years accelerating the pace of M&A and seeing a lot of consolidation within the Top 100.
Private Equity
What benefits might a firm expect from a PE Investment?
This search method involves using quotes, slashes and other characters. to narrow searching to the desired parameters
Boolean Logic
How has search evolved on BTAX prior to Generative AI?
Portfolios are often cited as fantastic resources for navigating complex situations, but they can also be positioned to solve these problems
A) Developing staff, improving work product
B) Expanding lines of business
C) Replacing outgoing expertise
As tragedies such as the CA wildfires and Hurricanes impact our world, This page shows how Bloomberg in constantly adapting to create resources that follow hot topics. Users can access standard deadlines for states for different tax types, deadlines that may have been impacted by events such as the wildfires.
Natural Disasters Watch Page
BONUS: what is a watch page and what are some other topics we have followed
This competitor provides research products for legal, tax and other specialty content areas as well as tax preparation software, practice management and myriad other software and tools for CPA, Law, and Corporate firms alike.
Both CCH and RIA
BONUS: Which competitor has a Provision product?
Which competitor "owns" the CPA tax prep market?
In the CPA market, firms are expanding their lines of business in a broad offering referred to as this. The idea is to turn a $100K client into a $200K client over time. Firms are also looking at walking away from their basic 1040 filer and other low value clients.
CAS - Client Accounting Services
How can we position BTAAX to align with our client?
This tool is developed by Bloomberg to identify court options that refer to a particular code, rule, or regulation.
Smart Code