fbpx

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.

Want updates like these sent directly to your inbox?

Subscribe to our Newsletters

Ohio commercial activity tax

Major Changes to the Ohio Commercial Activity Tax May Reduce Your Business Taxes This Year

By Cayleb Reyes, Senior Accountant and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Significant changes to the Ohio Commercial Activity Tax (“CAT”) will impact businesses this year, […]

Learn More
Navigating Indiana's NP-20R Reporting

Crucial Compliance: Navigating Indiana’s NP-20R Reporting and Form 136

By Angela Crawford, CPA, Director at Blue & Co. There are two key items Indiana not-for-profits need to know in first quarter 2024 – no matter your organization’s fiscal year […]

Learn More

Tax Relief for American Families and Workers Act of 2024: A Comprehensive Overview of Bipartisan Legislation

By Derek Gray, CPA, Director and Amy Sandlin, CPA, Senior Tax Manager at Blue & Co. A bipartisan bill drafted by House Ways and Means Chair Jason Smith (R-MO) and […]

Learn More
2024 retirement plans

Benefit Briefs: 2024 Retirement Plan Limits

By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]

Learn More
Wooden house with green check mark | Interest Rate Changes Impact Business Valuation and Estate Planning

The Impact of Interest Rates on Business Valuation and Estate Planning

By Robert W. “Bob” Evans Principal at Blue & Co., LLC The interest rate changes that occurred in 2022 and 2023 have created a window of opportunity for certain business […]

Learn More

Swing Bed Utilization: Optimizing for Hospitals

A well-managed swing bed program is essential to a critical access hospital. This program can improve patient outcomes and provide additional reimbursement opportunities creating a “win-win” for the patient and […]

Learn More
Headshot of Randy Smith, the new Chief Information Officer at Blue & Co., LLC.

Randy Smith Named Chief Information Officer at Blue & Co., LLC

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 […]

Learn More
Community Health Needs Assessment

Community Health Needs Assessment and Your Strategic Plan

A community health assessment (CHA), also known as community health needs assessment (CHNA), refers to a state, tribal, local, or territorial health assessment that identifies key health needs and issues […]

Learn More

QuickBooks Best Practices to Make Tax Season a Breeze

By Theresa Wilson, Accounting Specialist at Blue & Co. As the new year kicks off, so begins another tax season for many businesses. Instead of scrambling to prepare this year, […]

Learn More
Blue Value Advisors logo overtop a photo of a skyline

Blue & Co., LLC Announces the Launch of Blue Value Advisors

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. […]

Learn More
Indirect costs for grants

Indirect Costs for Grants – Should You Want a Higher Rate?

By Rick Shields, CPA, Principal at Blue & Co. When not-for-profits receive grants from governments and foundations, the application process often includes an estimate for indirect costs which is then […]

Learn More

340B Recertification Reminder for Consolidated Health Centers & FQHC Look-a-Likes

This is your 340B recertification reminder for 2024. The 2024 Grantee recertification period for Consolidated Health Centers, Federal Qualified Health Center Look-Alikes, Ryan White, Comprehensive Hemophilia Treatment Centers, Native Hawaiian, […]

Learn More

CPT Codes Update: Three New and Valuable Codes for Outpatient Therapy

With the 2024 final rule, Center of Medicare & Medicaid Services (CMS) has provided for three very relevant CPT Codes for outpatient physical, occupational and speech therapy. For these outpatient […]

Learn More
government shutdown

Potential Federal Government Shutdown: Impact on Businesses and IRS Operations

By Elizabeth Zimnawoda, CPA, Senior Accountant at Blue & Co. The possibility of federal government shutdowns looms early this year, stemming from persistent funding challenges. Unmet funding resolution deadlines could […]

Learn More
Blue & Co., LLC Announces 2024 Director Promotions

Blue & Co., LLC Announces 2024 Director Promotions

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More

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 […]

Learn More
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 […]

Learn More
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 […]

Learn More

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 […]

Learn More