Thought Leadership
When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.
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August 29, 2019
Technology and the relative ease of travel make the world seem a little bit smaller every day. This means more and more taxpayers are finding themselves transacting with foreign companies […]
August 27, 2019
Eventually, the ownership of every privately-held business will be transitioned in one way or another. There are many options available to transfer ownership, but they basically fall into one of […]
August 27, 2019
Working from home has its perks – you can skip the commute, have a more flexible schedule, and forego “business professional” dress on many occasions. If you work from home, […]
August 27, 2019
Small businesses now have more options available to them related to retirement plan participation. The U.S. Department of Labor (DOL) has released a final rule which should make it easier […]
August 27, 2019
Not everyone is lucky enough to be a gambling winner. However, if you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, however, you […]
August 27, 2019
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 […]
August 27, 2019
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 […]
August 12, 2019
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) […]
August 12, 2019
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 […]
July 31, 2019
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 […]
July 31, 2019
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 […]
July 19, 2019
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 […]
July 19, 2019
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 […]
July 16, 2019
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 […]
July 16, 2019
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 […]
Webinars
January 29, 2026
By Carson Lorts, CPA, Senior Manager at Blue & Co. This past year, President Trump signed into law the One Big Beautiful Bill (“OBBB”), enacting many of his campaign promises. […]
November 11, 2025
The One Big Beautiful Bill brings sweeping changes to employer reporting and compensation practices — and understanding the details is critical to avoiding costly mistakes. In this recorded webinar, Blue […]
September 19, 2025
The highly anticipated “One Big Beautiful Bill” has passed – and with it comes sweeping tax changes that could significantly impact your business. This recorded webinar unpacks key provisions of […]
September 08, 2025
By Sara Jacobi, CPA, CEPA, Director of Taxation at Blue & Co. The One Big Beautiful Bill (“OBBB”), introduced two “no tax on” provisions that impact both employers and employees […]
July 28, 2025
Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the […]
July 08, 2025
By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. On July 4, 2025, President Trump signed into law a sweeping budget reconciliation bill, informally titled the “One Big […]
Resources
We’re excited to share that Blue & Co. has expanded into Texas with the addition of D & Co., LLP, bringing offices in Lubbock, Dallas, Fort Worth, and Waco into the firm.![]()
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This milestone reflects our continued growth and our shared commitment to people-first values and high-quality client service. The addition of more than 40 experienced professionals strengthens our healthcare expertise and expands our ability to serve clients across the Southwest and beyond.![]()
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Learn more about this next chapter for Blue & Co. here: hubs.la/Q0428tdf0
Brandon Boswell’s perspective reflects Blue & Co.’s commitment to innovation and forward-thinking growth. Brandon is focused not only on working in the business, but on working on the business. We appreciate his strategic mindset, curiosity, and dedication to building what’s next at Blue.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q040lc_Q0.
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