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Author: Mina Shorr

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Planned Gifts: A Plan for All

By Mike Gricius, CPA, Senior Manager at Blue & Co. Planned gifts are a tool that can help not-for-profits plan ahead and secure the future for the years to come. […]

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office building

Blue & Co., LLC Announces Expansion with Stokes & Housel, CPA

Bedford, Ind. (December 16, 2024) – Blue & Co., LLC, a top-60 accounting and advisory firm with offices in Indiana, Kentucky, Ohio, and Michigan is expanding into Bedford, IN. Effective December […]

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Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]

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Essential ACH Policies and Controls for Not-for-Profit Organizations

By Karen Dringenburg, CPA, Senior Accountant and Andrew Brock, CPA, Senior Manager at Blue & Co. Are you a not-for-profit entity considering implementing ACH transactions? Or are you wondering if […]

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