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Category: Tax Consulting Services

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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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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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ACH payment

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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