November 28, 2018
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 MoreCategory: Thought Leadership
November 20, 2018
Donor Gift Receipts: IRS Substantiation Requirements
With the end of the year approaching, many not-for-profits see an increase in giving. Therefore, we thought it would be helpful to provide a brief summary of donors’ documentation requirements […]
Read MoreNovember 14, 2018
Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability
There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]
Read MoreNovember 14, 2018
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 MoreNovember 9, 2018
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 MoreNovember 9, 2018
Research Credit Will Apply to More Taxpayers Thanks to the TCJA
Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]
Read MoreNovember 8, 2018
New Tax Provisions to Reduce Your Tax Bill in 2018
The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year. These new, along with […]
Read MoreNovember 8, 2018
New Hospital Price Transparency Policy Goes into Effect January 1, 2019
In case you are not aware, the Centers for Medicare and Medicaid Services (CMS)’s new hospital price transparency policy goes into effect January 1, 2019. By that date, hospitals must […]
Read MoreNovember 8, 2018
Eligibility Requirements and Potential Benefits of Becoming a Rural Health Clinic
Is your clinic missing out on potential enhanced Medicare and Medicaid reimbursement? The Rural Health Clinic Service Act of 1977 was established with the intent to increase access to primary […]
Read MoreOctober 29, 2018
The Complete Guide to In-Kind Gifts – Part 2
This is the second article in a two-part series on gifts in kind. Click here to read Part 1 where we discuss types of in-kind gifts and how they should […]
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January 09, 2025
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 […]
January 07, 2025
By Christina Cruea, CPA, Senior Accountant at Blue & Co. Not-for-profit organizations often rely on sponsorships to provide essential funding, expand resources, and increase community engagement. Organizations should be aware […]
January 07, 2025
CARMEL, Ind. (January 7, 2025) – – Blue & Co., LLC is proud to announce the 2025 director promotion of Matt Howard, effective January 1, 2025. Matt Howard, CPA/ABV, CVA, is […]
Happy Holidays from all of us at Blue & Co.! ❄️☃️![]()
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As we close out the year, we want to take a moment to express our heartfelt gratitude to our clients, colleagues, and communities who have made 2024 so special. Your trust and partnership inspire us every day, and we’re proud to be part of your success story.![]()
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Here’s to a season of joy and a new year full of exciting opportunities and continued success! 💙
Monday night, in celebration of Stokes & Housel turning Blue, we invited employees, clients, and community members in Bedford, IN, to attend a Blue & Co. open house at Bedford's historic Downtown Depot.![]()
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It was a night full of great food, fun giveaways, and buzzing conversation. We are thankful for everyone who attended and look forward to continuing to strengthen our relationships in Bedford.![]()
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#BedfordIN #LifeatBlue #ClientAppreciation
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