Coronavirus Resources & Information
As news of the coronavirus – also known as COVID-19 – continues to develop, Blue & Co. wants to provide this information for you in one convenient location. We hope this will help keep you, your organization, and your clients safe and healthy. Have questions about how these changes affect your tax planning or business operations? Contact your local Blue & Co. tax advisor.
Want to receive major updates via email? Subscribe to our “Coronavirus (COVID-19) Response/Relief News & Updates” here.
News
January 20, 2022
By: Sara Jacobi, CPA CEPA Director Still waiting for your 2021 Federal tax refund? Tried calling the IRS, only to wait on hold for two hours without talking to anyone? […]
July 26, 2021
On July 20th, HRSA hosted a Reporting Technical Assistance Session regarding the Provider Relief Funds Portal. A few members of the Blue & Co. team attended this online session and […]
March 18, 2021
On March 17, the IRS ended weeks of speculation and issued an information release (IR-2021-59), which provides individual taxpayers an additional month to file their income tax returns. Individuals now […]
March 15, 2021
Note: You will see in the article below allowable entities now include 501(c)(7) organizations. There remains many specific requirements for the PPP program and each organization will need to consider […]
March 07, 2021
By: Derek Gray, CPA, Director On Saturday, March 6, the Senate passed a $1.9 trillion COVID-19 relief package, The American Rescue Plan Act, with the House expected to pass the […]
February 22, 2021
By: Stephen Mann, CPA, ABV, and Jarit Loughmiller, CPA/ABV/CFF, ASA, CVA, CFE On Monday, February 22, 2021, the Biden-Harris administration announced changes to the Paycheck Protection Program (PPP) to “provide […]
January 04, 2021
At the close of 2020, new legislation provided some relief for not-for-profit organizations. Here are the highlights. Charitable Deduction: The $300 ($600 for married filing jointly) charitable deduction for non-itemizers […]
December 23, 2020
By: Parker Banta, CPA and Derek Gray, CPA Federal Excise Tax Rate Late Monday night, the long-awaited $900 billion coronavirus relief package was overwhelmingly passed. Neatly buried in the nearly […]
December 21, 2020
A deal on the rescue package to deliver aid to struggling Americans has suddenly come within reach after a major breakthrough on Saturday, December 19, that was ultimately agreed to […]
December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]
SBA to Review Paycheck Protection Program Loans Over $2 Million Through Loan Necessity Questionnaire
October 29, 2020
Updated on Friday, October 30, 2020. The Small Business Administration (SBA) will be requesting borrowers complete loan necessity questionnaires for those with PPP loans totaling $2 million or more. This […]
October 05, 2020
At Blue & Co. LLC, we continue to monitor and disseminate impactful information to our clients in connection with their PPP loans advanced through the SBA in connection with the […]
September 11, 2020
The most significant tax-related executive action is the “Memorandum on Deferring Payroll Tax Obligations in Light of the Ongoing COVID-19 Disaster.” Taxpayer be wary, this order does not revoke your […]
August 27, 2020
Guidance on Related Party Rent In this Interim Final Rule, the SBA addressed three issues many companies face. The most significant is related party rent. C corporations and S corporations. […]
August 18, 2020
On Saturday, August 8th, President Donald Trump signed four executive actions relating to COVID-19 relief. The orders provide for a payroll tax deferment, an extension of the deferment of student […]
August 18, 2020
The Small Business Administration (SBA), in consultation with the Department of the Treasury, issued additional guidance (in the form of FAQs released on August 11th) regarding PPP Loan Forgiveness for […]
August 11, 2020
The Small Business Administration (SBA), in consultation with the Department of the Treasury, issued additional guidance regarding PPP Loan Forgiveness for funds advanced as part of section 1106 of the […]
July 30, 2020
On July 27th, Senate Republicans introduced their version of an additional round of economic stimulus and coronavirus response in the form of the Health, Economic Assistance, Liability Protection and Schools […]
July 23, 2020
Now that many not-for-profit (NFP) entities have received a loan under the Small Business Administration’s Paycheck Protection Program (PPP), they are now trying to determine how and when to account […]
July 08, 2020
This article was originally published on April 22nd and was most recently updated on July 8th. It is being updated as new information becomes available. On July 4th, President Trump […]
June 30, 2020
On June 18, 2020, the Office of Management and Budget (OMB) issued Memorandum M-20-26, Extension of Administrative Relief for Recipients and Applicants of Federal Financial Assistance Directly Impacted by the […]
June 29, 2020
Congress enacted the CARES Act to provide immediate assistance to individuals, families, and organizations affected by the COVID-19 emergency. Among the provisions contained in the CARES Act are provisions authorizing […]
June 16, 2020
Can my not-for-profit use donor-restricted funds for operating expenses during this COVID-19 crisis? As a general matter, not-for-profits cannot use donor-restricted funds for other expenses. If funds have been restricted […]
June 08, 2020
With the current economic situation, some manufactures have had delays in production, reductions in orders, and temporary closures. Depending on the size of the company, you may have received a […]
June 04, 2020
by Mickie Murphy, Blue Benefits Consulting | This article was originally published on March 24th and was most recently updated on June 4th. It is being updated as new information […]
May 18, 2020
This article was originally published on May 18th and was most recently updated on June 18th. It is being updated as new information becomes available. The U.S. Department of Treasury […]
May 18, 2020
On May 15, the House of Representatives passed the Health and Economic Recovery Omnibus Emergency Solutions (HEROES) Act, a $3 trillion stimulus package that would provide additional relief during the […]
May 13, 2020
May 13th Update: The IRS had issued previous guidance stating that companies which were not paying wages but were paying health benefits for unpaid, furloughed workers were not entitled to […]
May 13, 2020
As you plan to spend funds received through the Paycheck Protection Program (PPP) loan, there are many considerations not-for-profit organizations need to take into account. Not only must you plan […]
May 05, 2020
Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner. It involves managing every aspect of the […]
May 04, 2020
With the needs of our world constantly changing due to the effects of the COVID-19 pandemic, non-profit organizations find themselves having to rethink their operations, short-term missions, and revenue streams. […]
May 04, 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act includes extensive provisions for providing massive fiscal relief to not just businesses, but individual Americans. One of the most immediate forms […]
April 23, 2020
Transfer Pricing, Generally Transfer pricing compliance applies to all U.S. companies having either a foreign subsidiary or a foreign parent company. IRS transfer pricing rules require that intercompany pricing between […]
April 22, 2020
The construction industry is likely to experience a lag in feeling the more significant impacts of COVID-19. Investors and owners will likely see current projects through completion, which will maintain […]
April 22, 2020
On April 17, 2020, the Treasury Department released additional guidance for taxpayers seeking to take advantage of recently passed legislation included in the Coronavirus Aid, Relief, and Economic Security Act […]
April 15, 2020
On Friday, April 10, 2020, the Internal Revenue Service offered some additional guidance to taxpayers who are benefiting from some of the relief provisions of the CARES Act. One such […]
April 13, 2020
The CARES (Coronavirus Aid, Relief, and Economic Security) Act, signed on March 27, 2020, by President Trump, contains key provisions that expand the types of workers eligible for a new […]
April 13, 2020
News comes fast in the rapidly-changing environment we all currently live in, and the U.S. Department of the Treasury is no exception. Last week, the Treasury and Federal Reserve Board […]
April 13, 2020
In these unprecedented times in the midst of the COVID-19 pandemic, employees are likely incurring a variety of unplanned expenses, and employers may want to provide some financial assistance to […]
April 13, 2020
This article was originally published on March 30th and is being updated as new information becomes available. The Internal Revenue Service (IRS) announced on April 9, 2020, that informational tax […]
April 13, 2020
UPDATE: On April 3, 2020, the Kentucky Department of Revenue clarified their position on the applicable filers eligible for the extended filing and payment due date of July 15, 2020. The […]
April 10, 2020
It is in times like the current COVID-19 pandemic where our national and global economies are facing historic challenges that organizations are confronted with the need to make paradigm shifts […]
April 02, 2020
This article was originally published on March 30th and is being updated as new information becomes available. On Friday, March 27, the President signed and enacted into law the Federal […]
March 31, 2020
This article was originally published on March 17th and is being updated as new information becomes available. Please note this article is intended to address some of the most common […]
March 30, 2020
This article was originally published on March 25th and is being updated as new information becomes available. We created this Q&A as a general, high-level guide for our clients on common […]
March 27, 2020
On Friday, March 27, the President signed and enacted into law the Coronavirus Aid, Relief and Economic Security (CARES) Act. The Act builds upon earlier versions of the CARES Act […]
March 20, 2020
This article was originally published on March 17th and is being updated as new information becomes available. Tax Deadline Extension Announced by Treasury Secretary & IRS This morning, Friday, March […]
March 20, 2020
This article was originally published on March 18th and is being updated as new information becomes available. Amidst the uncertain environment due to coronavirus (COVID-19), we created this FAQ page […]
March 19, 2020
The Indiana Department of Workforce Development (DWD) will host two live webinars for Hoosiers impacted by the COVID-19 crisis. The 30-minute live programs will be held at 10:30 a.m. on Tuesday, […]
March 19, 2020
You’ve heard it over and over, probably one hundred times in the last week alone. “Wash your hands” is the repeated message conveyed by the World Health Organization (WHO) and […]
Webinars
November 17, 2021
President Biden’s administration recently announced its Path Out of the Pandemic action plan which included specific guidance around a COVID-19 vaccine mandate. The action plan calls for employers with 100 […]
January 08, 2021
Join Us! Join us for a recording and materials from a webinar entitled COVID Relief Bill – PPP, ERC, and other Business Provisions. The panelists will discuss: The Paycheck Protection […]
January 08, 2021
Join us on Friday, January 15 from noon until 1 p.m. for the Provider Relief Funds: Responsibility & Recognition webinar, presented by Blue & Co. and the HFMA Western Pennsylvania […]
December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]
December 09, 2020
Join us for a recording of our Panel Discussion regarding the Paycheck Protection Program (PPP). Panelists will discuss the most common questions they are receiving regarding PPP. The Panelists will […]
October 23, 2020
Join Blue & Co. as we facilitate a town hall discussion with Indiana manufacturers featuring panelists who will be sharing how their organizations have been addressing the challenges and opportunities […]
September 27, 2020
Join us Thursday, October 1st from Noon to 1 PM Eastern. Join Michael Alessandrini, Rebecca Meredith, and Nicole Cameron on October 1st from Noon to 1 PM Eastern as they […]
September 21, 2020
Join Medical Marketing Whiz and Walt Eckert of Blue & Co., as they discuss How Outsourcing Can Grow Your Practice. You’re going to learn: Learn when it is the right […]
August 31, 2020
Join Medical Marketing Whiz and Tom Skoog of Blue & Co., as they discuss Cybersecurity: 5 Action Steps to Protect Your Practice. A lack of focus on cybersecurity can be […]
August 10, 2020
Join Medical Marketing Whiz and David Sproule of Blue & Co., as they discuss Tips for Keeping & Increasing Cash Flow of Your Practice. You’re going to learn: What you […]
July 29, 2020
Join KAM and Blue & Co. as we facilitate a town hall discussion with Kentucky manufacturers. To get started, please complete this short, 10-minute survey about how your organization has […]
June 08, 2020
Our manufacturing team partnered with the Ohio Society of CPAs (OSCPA) to facilitate a town hall discussion with Ohio manufacturers in June 2020. We asked participants to complete a survey […]
June 01, 2020
Just as COVID-19 has wreaked havoc on the health and well-being of patients across the globe, so too has the virus had a wide-spread, crippling impact on our health system […]
May 26, 2020
In this webinar, Jeff Moffatt and Dustin Brown will be discussing what impact COVID-19 has and will continue to have on physician and hospital relationships, including recruiting, retention, compensation, productivity, […]
May 05, 2020
The CARES Act includes the Paycheck Protection Program (PPP) for small businesses to receive loans through banks administered by the Small Business Administration. It happened so quickly, that it resulted […]
May 04, 2020
For this webinar, we partnered with the Ohio State Medical Association (OSMA). Managing a medical practice has always been difficult. However, during times of uncertainty, effective leadership is paramount. So […]
April 27, 2020
For this on-demand webinar, we partnered with the Ohio State Medical Association (OSMA) to cover common questions we have been receiving about the Paycheck Protection Program and Loan Forgiveness in […]
April 16, 2020
This on-demand webinar covers common questions we have been receiving about the Paycheck Protection Program and Loan Forgiveness. Directors JT Loughmiller and Stephen Mann illustrate the mechanics associated with the […]
April 14, 2020
In this webinar, we are addressing how healthcare providers can navigate coronavirus response legislation and continue to be successful in serving patients. We will cover topics including: Legislative Highlights Healthcare […]
April 03, 2020
In the current climate, more organizations are being forced into remote work scenarios, whether or not they’re ready. We put together this webinar to discuss best practices and lessons learned […]
April 03, 2020
The Coronavirus Aid, Relief and Economic Security (CARES) Act is intended to be the third round of federal government support in the wake of the coronavirus public health crisis and […]
April 03, 2020
In this webinar, we will be partnering with Tami Earnhart from Ice Miller, LLP to discuss the employment issues related to the Families First Coronavirus Response Act (FFCRA) and other […]
Healthcare Industry News & Response
March 08, 2023
We’re entering the final weeks of Period 4 reporting period that closes on March 31, 2023. Period 4 reporting is required for any organization that received more than $10,000 in […]
July 14, 2022
Reporting on Provider Relief Funds for Period 3 opened on July 1, 2022 and runs through September 30, 2022. Period 3 reporting is for any PRF payments you may have […]
January 11, 2022
It’s the second week of January and the Provider Relief Fund reporting portal is open for Period 2 reporting. The portal will remain open until March 31, 2022 and is […]
December 15, 2021
HRSA is prepared to send out $9B of Phase 4 PRF payments to providers this week. 75% of Phase 4 applications are processed and ready to be paid this week […]
November 17, 2021
President Biden’s administration recently announced its Path Out of the Pandemic action plan which included specific guidance around a COVID-19 vaccine mandate. The action plan calls for employers with 100 […]
October 18, 2021
We have a short PRF update this week as the ARP Rural application deadline approaches. Reminder: The application portal closes at 11:59 p.m. on Tuesday, October 26. Before you can […]
October 12, 2021
We are two weeks away from the deadline to submit your Phase 4 and ARP Rural Payment Application. These applications are due on October 26. If you haven’t started the […]
October 04, 2021
Last week HRSA opened the application portal for the PRF Phase 4 distributions and the American Rescue Plan (ARP) Rural payments available to providers across the country. The biggest news […]
September 27, 2021
As we approach the September 30th deadline to submit PRF reporting documents, join Blue & Co. advisors on Friday, October 1st at 12 p.m. EST for a webinar covering recent […]
September 13, 2021
Friday afternoon HRSA announced Phase 4 of PRF funding and the $8.5B of American Rescue Plan (ARP) payments as well as the outline of how those payments will be administered. […]
July 26, 2021
On July 20th, HRSA hosted a Reporting Technical Assistance Session regarding the Provider Relief Funds Portal. A few members of the Blue & Co. team attended this online session and […]
July 06, 2021
The PRF reporting portal opened last Thursday as previously announced. There’s a lot to review but the biggest update was to the lost revenues calculations, which will hopefully be welcomed […]
June 17, 2021
After months of relative silence and the 6/30/21 deadline to use PRF funds looming, HHS released updated reporting requirements Friday afternoon. There are both new and familiar concepts in the […]
June 10, 2021
The American Rescue Plan Act of 2021 authorized $460 million of additional funding through the U.S. Department of Health and Human Services (HHS) to more than 4,600 eligible RHCs for the […]
May 27, 2021
On May 26, 2021, the Health Resources and Services Administration’s (HRSA) Federal Office of Rural Health Policy (FORHP) posted the Rural Health Clinic Vaccine Confidence Grant. HRSA will award all […]
April 05, 2021
Provider Relief Funds Update Last week HHS updated their FAQ’s for the first time in almost a month. We did learn that the period to incur COVID-19 expenses and lost […]
March 15, 2021
Weekly PRF Update There still have been no updates from HHS for reporting on PRF payments for the 2020 calendar year, but the passage of the American Rescue Plan (ARP) […]
March 01, 2021
The past few weeks have continued to be slow with very little new information on the Provider Relief Fund (PRF) reporting requirements. HHS released four new FAQs on 2/24/21 surrounding COVID-19 […]
February 15, 2021
PRF Weekly Update The past few weeks have been quiet with no new information from HHS regarding the Provider Relief Fund (PRF) and reporting requirements. The last FAQs were posted […]
February 01, 2021
Another quiet week on the Provider Relief Fund updates from HHS. Numerous FAQs were updated and modified this week, but none were entirely new. They offered a few additions to […]
January 25, 2021
We’ve had a quiet week on HHS updates after the January 15th revisions to the post payment reporting. No new FAQs were published either. With inauguration day last Wednesday, we’re awaiting […]
January 18, 2021
Two important events happened this past Friday morning regarding the Provider Relief Fund. First, the reporting portal did not open as previously announced and providers do not need to begin […]
January 11, 2021
HHS has announced that the Provider Relief Funds Reporting Portal is expected to open on January 15th. We have put together a game plan for your organization covering the reporting […]
January 08, 2021
Join us on Friday, January 15 from noon until 1 p.m. for the Provider Relief Funds: Responsibility & Recognition webinar, presented by Blue & Co. and the HFMA Western Pennsylvania […]
December 28, 2020
Your Weekly Provider Relief Fund (PRF) Update There has a been a flurry of information coming from Washington in the last week surrounding the Provider Relief Fund (PRF). In addition […]
December 22, 2020
Provider Relief Funds Weekly Update: Lost Revenues and Additional COVID Relief On December 21, 2020, Congress passed an additional COVID Relief Bill that made significant updates to the Provider Relief […]
December 14, 2020
Provider Relief Fund (PRF) Update In this weeks Provider Relief Fund payments update, we are focusing on what constitutes as healthcare related expenses attributable to coronavirus. WEEKLY INSIGHTS The expenses […]
December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]
December 07, 2020
Provider Relief Fund (PRF) Update This week we investigate a critical phrase used by HHS repeatedly in the 11/2/20 Post Payment Notice and FAQs. In addition, we will review what […]
November 30, 2020
Reporting for Provider Relief Fund (PRF) payments is anticipated to begin on January 15, 2021. Blue & Co., LLC understands that the information surrounding the use of Provider Relief Fund […]
SBA to Review Paycheck Protection Program Loans Over $2 Million Through Loan Necessity Questionnaire
October 29, 2020
Updated on Friday, October 30, 2020. The Small Business Administration (SBA) will be requesting borrowers complete loan necessity questionnaires for those with PPP loans totaling $2 million or more. This […]
September 25, 2020
On September 19th HHS released updated reporting guidelines for CARES act funding from General and Targeted distributions. Included in this announcement is a shift in the definition and calculation of […]
September 22, 2020
Effective January 1, 2021, hospitals must comply with HHS’ new hospital price transparency rule that requires facilities to create and maintain a public list of their standard charges, including private […]
June 25, 2020
Effective Immediately: the CMS has made updates to the Nursing Home Compare Website and Five Star Quality Rating System. Under the COVID-19 Emergency Declaration Blanket waiver, CMS waived the requirements […]
May 22, 2020
On May 22, CMS announced it has begun distributing billions in relief funds to skilled nursing facilities to combat COVID-19. This funding is to help nursing homes to address critical […]
May 18, 2020
The Centers for Medicare and Medicaid Services, on May 18, 2020, issued guidance for state and local officials to ensure the safe reopening of nursing homes nationwide. The purpose of […]
May 01, 2020
On April 30, 2020, CMS issued a second round of sweeping changes to support the healthcare system during the COVID-19 Pandemic. One of these changes is the waiving of limitations […]
April 30, 2020
This article was originally published on March 27th and has been updated as of April 30th. It will continue to be updated as new information becomes available. Can RHCs and […]
April 23, 2020
This article was originally published on March 25th and was updated on April 23rd. It is being updated as new information becomes available. We wanted to provide updates on the […]
April 20, 2020
On Friday, April 17, 2020, CMS finally released guidance for RHCs and FQHCs in terms of telehealth distant site services. Below is a snapshot of the information released in the […]
April 08, 2020
We wanted to provide an update on the recent memorandum from the Office of Management and Budget, which provides agencies with additional flexibilities for recipients affected by the loss of […]
April 03, 2020
This article is being updated as new information becomes available. It was originally published on April 3rd and was most recently updated on May 1st with additions to the Specimen […]
April 02, 2020
CMS has granted an extension for hospitals nationwide to file their Occupational Mix Surveys (OMS). The original due date of July 1, 2020, has been extended to August 3, 2020. […]
March 25, 2020
COVID-19 is creating a dip in outpatient therapy appointments … and revenues. However, due to recent regulatory waivers announced by CMS, hospitals have a unique opportunity to provide therapy services […]
March 25, 2020
On March 24, 2020, multiple Medicare Administrative Contractors (MACs) have announced CMS has extended the due date for cost report filings. The providers covered in this extension include Hospitals, Rural […]
March 24, 2020
Under this new waiver, Medicare can pay for office, hospital, and other visits furnished via telehealth across the country, including in patients’ places of residence, starting March 6, 2020. A […]
March 24, 2020
We wanted to share an urgent update on the impending billing changes that were scheduled to take effect on 4/1/2020. In a communication we acquired today from Jessin Joseph, Pharmacy […]
March 23, 2020
On March 22, 2020, the Centers for Medicare and Medicaid Services (CMS) announced it is granting exceptions from reporting requirements and extensions for clinicians and providers participating in Medicare quality […]
March 16, 2020
The Federal Department of Health and Human Services issued an updated memo on COVID-19 protocols from Centers for Medicare & Medicaid Services (CMS) official, David Wright. The memo states: Facilities […]
Healthcare Industry External Resources
Blue & Co. Firm Updates
April 16, 2024
CARMEL, Ind. (April 16, 2024) – Blue & Co., LLC is honored to be named among the Best Places to Work in Kentucky by the Kentucky Chamber of Commerce, the […]
January 24, 2024
CARMEL, Ind. (January 24, 2024) – – Blue & Co., LLC is pleased to share that Randy Smith has joined the firm as the new Chief Information Officer (CIO), beginning […]
January 18, 2024
CARMEL, Ind. (January 18, 2024) – – Blue & Co., LLC is excited to announce the launch of Blue Value Advisors (BVA), a business advisory and exit planning service line. […]
January 04, 2024
CARMEL, Ind. (January 4, 2024) – – Blue & Co., LLC is proud to announce the promotion of Joell Grisel, Greg Heitkamp, Debbie Herbert, and Kevin Umberger to Director effective […]
September 27, 2023
CARMEL, Ind. (September 27, 2023) – Blue & Co., LLC is pleased to announce that Bob Ellis has joined FORUM Credit Union as a Supervisory Committee Volunteer. “I have been […]
August 01, 2023
CARMEL, Ind. (August 1, 2023) – Blue & Co., LLC is proud to announce the following employee promotions, effective August 1, 2023. We congratulate these individuals on achieving the next […]
July 25, 2023
CARMEL, Ind. (July 25, 2023) – Blue & Co., LLC is proud to announce that Jeff Moffatt, CPA/ABV/CITP, ASA, CVA, FACHE, recently received the fellowship designation from the Healthcare Financial […]
June 12, 2023
CARMEL, Ind. (June 12, 2023) – Blue & Co., LLC is honored to announce that it has been ranked as one of the 2023 Best Employers in Ohio by Best […]
May 04, 2023
CARMEL, Ind. (May 3, 2023) – Blue & Co., LLC is honored to be named among the Best Places to Work in Kentucky by the Kentucky Chamber of Commerce, the […]
March 02, 2023
CARMEL, Ind. (March 2, 2023) – Blue & Co., LLC is honored to be named among Indiana’s Best Places to Work by the Indiana Chamber of Commerce. This is the […]
February 15, 2023
CARMEL, Ind. – Blue & Co., LLC is delighted to share that Kayla May, CPA, has been selected as a 2023 Indy’s Best & Brightest Honoree by the Junior Achievement […]
January 31, 2023
CARMEL, Ind. (January 31, 2023) – – Blue & Co., LLC is proud to announce that Alan Baker has been named the firm’s Director of Accounting and Auditing and the […]
January 05, 2023
CARMEL, Ind. (January 5, 2023) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that Mickie Murphy, CPC, QKA, QPA, QKC, ERPA, has been named […]
January 04, 2023
CARMEL, Ind. (January 4, 2023) – – Blue & Co., LLC is proud to announce the 2023 director promotions of Shawn Adams, Patrick Brown, Angela Crawford, Priya Singleton, Peter Szostak, […]
January 11, 2021
We are thrilled to once again been named as one of the 2020 Best Employers in Ohio! “We strive to be a little better each year and being named a […]
December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]
September 10, 2020
For the ninth consecutive year, competing as a medium-sized business, Blue & Co., LLC was named as one of the Best Places to Work in Kentucky. “We are thrilled to […]
March 23, 2020
Today, Indiana Governor Eric Holcomb released a “stay at home” order for the state, starting Tuesday, March 24, at 11:59 p.m., through 11:59 p.m. on April 6. This order mandates […]
March 18, 2020
As the impact of coronavirus (COVID-19) continues to evolve, we wanted to make all clients aware of the options available to them when it comes to submitting documents. In an […]
March 16, 2020
As the impact of the coronavirus (COVID-19) continues to evolve, we wanted to let you, our valued clients and friends of the firm, know that Blue & Co. is actively […]
Related Articles
September 21, 2022
By Aaron Blackburn, CPA, and Amy Sandlin, CPA, Senior Tax Manager On Wednesday, August 24th, 2022, President Biden announced the broadest student loan forgiveness plan to date. The plan included […]
June 10, 2021
The American Rescue Plan Act of 2021 authorized $460 million of additional funding through the U.S. Department of Health and Human Services (HHS) to more than 4,600 eligible RHCs for the […]
March 03, 2021
By: Damien Strohmier, CPA, CCIFP Note: On March 11, 2021, President Biden signed into law the American Rescue Plan Act of 2021, which includes the following provisions related to the employer […]
February 15, 2021
By: Alan Zgoda, CPA, and Derek Gray, CPA Subsidy Payments CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law on March 27, 2020, provided […]
February 12, 2021
By: Damien Strohmier, CPA, CCIFP Eligibility criteria for the second draw loans includes terminology that misled several companies to believe they were not eligible to apply. This article will review […]
December 21, 2020
A deal on the rescue package to deliver aid to struggling Americans has suddenly come within reach after a major breakthrough on Saturday, December 19, that was ultimately agreed to […]
November 23, 2020
By Kevin Umberger Senior Manager at Blue & Co. 2020 has been a year of tremendous uncertainty. As this year ends, we take this opportunity to refresh the tax planning […]
November 19, 2020
As we approach the end of 2020, many taxpayers and tax practitioners have been pondering whether or not expenses that were incurred in 2020 and paid with Payroll Protection Program […]
SBA to Review Paycheck Protection Program Loans Over $2 Million Through Loan Necessity Questionnaire
October 29, 2020
Updated on Friday, October 30, 2020. The Small Business Administration (SBA) will be requesting borrowers complete loan necessity questionnaires for those with PPP loans totaling $2 million or more. This […]
October 05, 2020
At Blue & Co. LLC, we continue to monitor and disseminate impactful information to our clients in connection with their PPP loans advanced through the SBA in connection with the […]
August 27, 2020
Guidance on Related Party Rent In this Interim Final Rule, the SBA addressed three issues many companies face. The most significant is related party rent. C corporations and S corporations. […]
August 18, 2020
On Saturday, August 8th, President Donald Trump signed four executive actions relating to COVID-19 relief. The orders provide for a payroll tax deferment, an extension of the deferment of student […]
August 18, 2020
The Small Business Administration (SBA), in consultation with the Department of the Treasury, issued additional guidance (in the form of FAQs released on August 11th) regarding PPP Loan Forgiveness for […]
August 11, 2020
The Small Business Administration (SBA), in consultation with the Department of the Treasury, issued additional guidance regarding PPP Loan Forgiveness for funds advanced as part of section 1106 of the […]
March 17, 2020
Many companies currently operating in a remote work business model are asking questions about how to keep effectively collaborating as if their employees were in person. It’s easy to take […]
March 13, 2020
As the uncertainty of the impacts of COVID-19 (coronavirus) continues, many organizations are considering Work From Home (WFH) or remote work contingency plans or reevaluating WFH plans already in existence. […]
July 02, 2019
With the roll-out of value-based care programs that focus on patient outcomes, health systems and health plans are using telehealth in a proactive way, reaching out to patients facing transitions […]
External Resources
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Pass along to the accounting students in your life!![]()
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Freshmen, sophomores, and juniors studying accounting, Blue & Co.'s Jumpstart Summer Leadership Program is your opportunity to learn about the different career paths available, meet Blue leaders, network with your peers, and so much more.![]()
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This expenses paid program will take place in Cincinnati, OH, June 24th & 25th.![]()
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To learn more and apply, head over to hubs.la/Q02XvrLT0!
Blue & Co., LLC, a top-60 accounting and advisory firm based in Carmel, IN is expanding into Detroit, MI. Effective November 1, 2024, Mellen, Smith, and Pivoz, PLC (MS&P) will join the firm and become the first geographic expansion into the Detroit, Michigan market. ![]()
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“We are excited to announce that MS&P will be joining Blue & Co.,” said Brad Shaw, managing director of Blue & Co., “Expanding into a new market like Michigan is a pivotal step for our firm. The combination of Blue and MS&P represents a union of two like-minded firms that shares the same core values and commitment to strategic growth, client service and a people-centric culture. We are excited to get started and are confident that our combined resources will drive significant value and success for both our clients and our people.”![]()
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Blue & Co. will be adding more than 20 employees from MS&P with expertise in federal, state, and multinational tax planning and compliance, business valuation, and consulting services. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02WCK8-0.
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