fbpx

Category: Tax Consulting Services

< Back to Thought Leadership

Year-End Tax Planning: Mutual funds

Now is the time to review your mutual fund holdings! Before the end of the year, it’s a common strategy to review the mutual fund holdings in your taxable accounts […]

Read More

Estate & Trust 199A/TCJA Update

A lot of time has been spent examining the implications of tax reform as it relates individuals and businesses. Yet, estates and trusts were also significantly impacted by the Tax […]

Read More

Make 2019 NQDC Plan Deferral Elections Now

Employers may offer executives or other key employees a nonqualified deferred compensation (NQDC) plan. NQDC plans pay employees in the future for services currently performed. The plans allow deferral of […]

Read More

Tax Benefits for Donating Appreciated Stock

Many taxpayers have utilized charitable deductions to help minimize their tax liability.  As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you […]

Read More

Executive Order 25-22 and House Bill 1004: What Nonprofit Hospitals Need to Know

On January 21, 2025, Indiana Governor Mike Braun signed Executive Order 25-22, addressing the provision of charity care by nonprofit hospitals in the state. The order acknowledges that Indiana does […]

Learn More
team working on policies

New Year, New Me: “Exercises” to Strengthen your Organization in 2025

By Andrew Brock, CPA, Senior Manager at Blue & Co. As the new year begins, it is often a time for setting personal and professional goals. The colloquial saying behind […]

Learn More
Needle and medicine vial - 2025 340B Recertification

2025 340B Recertification Reminder for Federal Grantee Organizations

The 2025 Grantee recertification period for Consolidated Health Centers, Federally Qualified Health Centers & Look-Alikes, Ryan White Clinics, Comprehensive Hemophilia Treatment Centers, Native Hawaiian, Black Lung Programs, Urban Indian, and […]

Learn More