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Category: Tax Consulting Services

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Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]

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Reconsidering Your Investment Strategies

As we get into the summer, there is no better time to reconsider your investment strategy. Whether you are looking to make large scale changes or minor tweaks, the following […]

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Charitable Tax Deductions: Non-Cash Donations

There are other ways to receive charitable tax deductions, besides making cash donations. Property donations, such as giving clothes to Goodwill, are deductible at the fair market value. It would […]

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Stack of papers next to a statue of a blindfolded woman holding a balance | Medicare Cost Report Appeal Types Infographic | Blue & Co., LLC | Medicare Cost Report Appeals | Medicare Cost Report

Medicare Cost Report Appeal Types & How to Navigate the Appeals Process

To appeal or not to appeal: that is the question. Medicare cost report appeals can be extremely profitable, but which issues are worth the time and effort to appeal? Without […]

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not-for-profit fundraising

Fundraising Expenses: Know the Rules, And Your Options

By Rick Shields, CPA, Principal at Blue & Co. One of the issues not-for-profits must address is how to raise funds while also properly reporting the associated costs for donor […]

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kentucky disaster relief

IRS Postpones Tax Deadline & Provides Disaster Relief for Kentucky

By Amy Sandlin, CPA, Tax Quality  The Internal Revenue Service (IRS) announced significant tax relief for individuals and businesses in Kentucky affected by severe storms, straight-line winds, flooding, and landslides […]

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