August 27, 2019
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 […]
Read MoreCategory: Tax
August 27, 2019
Pros and Cons of S Corporations – is it right for you?
For many years, the number of S corporations have been on the rise, due to high corporate tax rates and double taxation. Business owners were able to receive limited liability […]
Read MoreAugust 12, 2019
Deducting the Cost of Business Equipment Has Never Been Easier
It is now even easier to deduct the cost of the business equipment and other depreciable property you are buying for your business. The Tax Cuts and Jobs Act (TCJA) […]
Read MoreAugust 12, 2019
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 […]
Read MoreJuly 31, 2019
The Gift of Business Valuations for Estate Planners
By Miranda Aavatsmark In case you had not heard, never watch the news, or do not regularly check your Twitter, the estate and gift tax exemption doubled from about $5.5M […]
Read MoreJuly 31, 2019
Alternative Investments and Foreign Reporting for Nonprofits
Nonprofit organizations are often looking for ways to diversify their investment portfolios. One way to achieve diversification is to invest in alternative investments, which can include domestic and foreign limited […]
Read MoreJuly 19, 2019
Complexities and Nuances of Qualified Opportunity Funds (QOFs)
The Tax Cuts and Jobs Act of 2017 created an avenue for taxpayers to temporarily defer capital gains, potentially exclude up to 15% of those same deferred gains, and permanently […]
Read MoreJuly 19, 2019
Qualified Opportunity Zones: What are they, and how can they benefit you?
The Tax Cuts and Jobs Act (TCJA) created qualified opportunity zones (QOZs), a significant new tax incentive, to encourage long-term, private investment in more than 8,700 economically distressed and low-income […]
Read MoreJuly 16, 2019
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 […]
Read MoreJuly 16, 2019
Watch Out for State Taxes When Retiring to a New State
Tax planning is a cornerstone in retirement planning. When you retire, you may consider moving to another state — say, for the weather or to be closer to your loved […]
Read MoreRecent Articles View All Thought Leadership
December 17, 2024
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 […]
December 17, 2024
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 […]
December 11, 2024
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 […]
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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