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Federal Tax Research Guide

A guide to conducting federal tax research.

Multi-Volume Comprehensive Sets

Tarlton has several multi-volume treatises on federal tax law in its collection: Thomson Reuters (formerly RIA) Federal Tax Coordinator 2d, Mertens, and Bittker & Lokken's "Federal Taxation of Inome, Estates & Gifts." Only Bittker & Lokken's treatise is kept up-to-date in print, but all three are available electronically.

BNA Tax Management Portfolios

BNA Tax Management Portfolios are a collection of individual monographs on a wide variety of tax subjects. In addition, some portfolios are specifcially on estate & gift tax, and there is a series of portfolios on doing business in various countries. 

At the end of the set is a three-ring binder that is an index to the set. The binder includes finding aids based on subject and Code section. Note that there are separate indexes in the binder for income tax and estate tax.

Each individual portfolio contains updates in the front, and most portfolios have "Worksheets" (page numbers starting with B-) that usually consist of tax forms, sample partnership agreements, excerpts of the legislative history, relevant Revenue Rulings, and other useful material. 

Single-Subject Treatises

Tarlton has numerous treatises that explain a single tax subject in depth. Many of these are also available electronically via WESTLAW and Thomson Reuters Checkpoint (on Thomson Reuters Checkpoint: "WG&L Treatises", Westlaw: Warren, Gorham & Lamont: Complete List). These are designated "WGL".

Please also refer to Tarlton's Guide to Legal Treatises.

Popular Treatises on Various Subjects:

Individual Income Tax:

  • Bittker, McMahon & Zelenak, Federal Income Taxation of Individuals (WGL)

Corporate Income Tax:

  • Bittker & Eustice, Federal Income Taxation of Corporations & Shareholders (WGL)
Partnership Tax:
  • McKee, Nelson & Whitmire, Federal Taxation of Partnerships and Partners (WGL)
IRS Administrative Procedure:
  • Saltzman, IRS Practice & Procedure (WGL)

Tax Litigation & Controversy:

  • Kafka & Cavanagh, Litigation of Federal Tax Controversies (WGL)
  • Casey, Federal Tax Practice
  • Lederman & Mazza, Tax Controversies: Practice & Procedure
  • Richardson, Borison & Johnson, Civil Tax Procedure

Circular 230:

  • Blattmacher, Gans & Rios, The Circular 230 Deskbook


  • Collier on Bankruptcy, Volume on Bankruptcy Taxation

Tartlon's Treatise Guide