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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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segregation of duties chart

What is Segregation of Duties and Why Is It Important to Not-for-Profit Organizations?

By Greg Jackson, CPA, Principal, at Blue & Co. What is Segregation of Duties? According to the American Institute of Certified Public Accountants, segregation of duties is a basic building […]

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succession planning

Succession Planning for Not-For-Profits: Preparing for the Expected and Unexpected

By Jason Terwilliger, CPA, CIA, Senior Manager, at Blue & Co. The uncertain times in which we find ourselves often requires us to be more agile and expectant than usual […]

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single audit threshold

The Evolution and Impact of the Single Audit Threshold in 2024

By Claudia Valarezo Guerrero, MAccy, Senior Accountant at Blue & Co. As organizations navigate evolving financial regulations, staying informed about changes is crucial for compliance and operational efficiency. A Single […]

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IRS 501(r) Compliance: Financial Assistance Policy and Amounts Generally Billed Calculation

Non-profit hospital organizations as defined by Section 501(c)(3) must meet requirements imposed by Section 501(r) on a facility-by-facility basis to be treated as a tax-exempt organization. When looking at 501(r) […]

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building and using insurance reserves

Building and Using Insurance Reserves for Sustainability

By Annmarie Novotney, CPA, Director at Blue & Co. Not-for-profit organizations have been dealing with changing circumstances on many fronts over the last five years. Part of this changing landscape […]

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Blue Named One of Kentucky’s Best Places to Work for 2024 | Best Places to Work in Kentucky

Blue Named One of Kentucky’s Best Places to Work for 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 […]

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Planned Gifts

Planned Gifts: A Plan for All

By Mike Gricius, CPA, Senior Manager at Blue & Co. Planned gifts are a tool that can help not-for-profits plan ahead and secure the future for the years to come. […]

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quickbooks desktop discontinued

QuickBooks Desktop No Longer Available for New Subscriptions after July 2024

By Nancy Orben, CPA, Senior Manager at Blue & Co. Intuit has announced an official cutoff date for new purchases of QuickBooks Desktop. How does this effect you? If your […]

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donor advised funds

IRS Proposed Regulations: Impact on Donor Advised Funds

By Corey Schunemann, CPA, Manager at Blue & Co. The IRS issued proposed regulations that could dramatically affect the landscape and operations of Donor Advised Funds (“DAF”). While many organizations […]

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overhead and standard costs

Monitoring Your Costs: A Guide to Overhead and Standard Costs

By Nancy Orben, CPA, Senior Manager at Blue & Co. Manufacturers typically incorporate overhead and labor costs into their bill of materials, regardless of the costing system used. It’s crucial […]

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How not-for-profits can make use of artificial intelligence

Empowering Change: How Not-For-Profits Can Make Use of Artificial Intelligence

By Chad Nieter, Senior Manager at Blue & Co. Artificial intelligence (AI) is technology that enables computers and digital devices to learn, read, write, talk, see, create, play, analyze, make […]

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Beneficial ownership information report

Beneficial Ownership Information Report –New 2024 Requirement

By Amy Sandlin, CPA, Tax Quality Control at Blue & Co. Tens of millions of businesses are estimated to be now required to file a Beneficial Ownership Information Report (“BOIR”) […]

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CMS 2024 Physician Fee Schedule Update

Every year the Centers for Medicare and Medicaid Services (CMS) publishes their annual Final Rule, which contains updates to the Physician Fee Schedule that impact what healthcare organizations are reimbursed […]

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Contract Labor: the Benefits, the Risks, and Best Practices

Contract labor refers to a flexible work force not considered permanent and is often engaged to perform services for a predetermined period. This applies to all disciplines and may include […]

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Understanding Duplicate Payments and how to Prevent Them

Duplicate payments happen when a company pays the same invoice or for the same product or service more than once. According to the Association for Financial Professionals, duplicate payments average […]

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Webinars

Vsimple and Hearn Construction Workflow Management Webinar

On-Demand Webinar: Vsimple Success Stories – Hearn Construction

Blue & Co. and Vsimple hosted a webinar on Tuesday, December 6, from 10:00 a.m. to 11:00 a.m. EST entitled Workflow Management: How Hearn Construction is Standardizing & Simplifying Their […]

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On-Demand Webinar: Myths and Facts of Commercial Loan Reviews

Download Webinar Resources On April 6, Blue & Co. held a webinar entitled Myths and Facts of Commercial Loan Reviews. Panelists debunked common loan review myths and presented the facts […]

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Webinar: A Guide to the Kentucky Tangible Personal Property Tax Return for Manufacturers

You’re Invited Join Blue & Co. on Wednesday, February 9 at 12:00 PM EST for a webinar entitled A Guide to the Kentucky Tangible Personal Property Tax Return for Manufacturers. This presentation […]

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Tax Reform Distillery

Webinar: Tax Reform – What Does it Mean for You and Your Distillery?

You’re Invited! Join Blue & Co. and the Kentucky Distillers’ Association (KDA) on Thursday, December 9 at 10:00 AM EST for a webinar entitled Tax Reform: What does it mean for […]

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Pile of blue masks | Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandate

On-Demand Webinar: COVID-19 Vaccine Mandate in the Workplace

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 […]

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COVID Vaccine Mandates & Your Organization Webinar

Join Us! Join Blue & Co., Current HR, and DBL Law on November 16th from 2 p.m. to 3 p.m. EST for a webinar covering the new COVID vaccine mandates […]

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