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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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Traditional IRA Withdrawal Rules

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 […]

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Pros and Cons of S Corporations – is it right for you?

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 […]

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Upcoming Changes to Your ERISA Plan Audits

Upcoming Changes to Your ERISA Plan Audits

Overview of SAS No. 136 On July 10, 2019, the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA) issued Statement on Auditing Standards No. 136, […]

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CMS Final Rule under PPS for SNFs for FY 2020

CMS Final Rule under PPS for SNFs for FY 2020

CMS issued a proposed rule on July 30, 2019, with updates to the Patient-Driven Payment Model (PDPM), Quality Reporting Program (QRP), and the Value Based Purchasing Program  (VBP) for fiscal […]

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Revenue Recognition (ASC 606) for Healthcare Entities

Revenue Recognition (ASC 606) for Healthcare Entities

Update published on June 5, 2020: FASB issued Accounting Standards Update (ASU) 2020-05, Revenue from Contracts with Customers (ASC 606) and Leases (ASC 842) Effective Dates for Certain Entities, as part of […]

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Exempt Organization Public Disclosure and Availability Requirements

Exempt Organization Public Disclosure and Availability Requirements

It’s pretty well known that exempt organizations’ current Form 990s or equivalent filings (990-EZ, 990-PF, etc.) are required to be available for public inspection. However, did you know these public […]

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Are you looking for a way to have your business fund your retirement_

Are you looking for a way for to have your business fund your retirement?

If you are interested in larger contributions than a 401(k) plan will permit, a cash balance pension plan may be right for you. Someone 60 years or older can possibly […]

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Power of Data now unleashed by CMS pilot program_ Data at the Point of Care (DPC)

Power of Data now unleashed by CMS pilot program: Data at the Point of Care (DPC)

On July 30, 2019, CMS announced the Data at the Point of Care (DPC) pilot program. DPC will give clinicians that are participating in the pilot program access to claims […]

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The Medicare Annual Wellness Visit - Getting to Benchmark is a Win-Win

The Medicare Annual Wellness Visit – Getting to Benchmark is a Win-Win

What if you began receiving information that described new benefits under your insurance plan that are “free to you.” For example, you receive notice that your insurance company wants you […]

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Deducting the cost of business equipment has never been easier

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) […]

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Reconsidering Your Investment Strategies

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 […]

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Barcode Features in QuickBooks Enterprise Advanced Inventory

Barcode Features in QuickBooks Enterprise Advanced Inventory

Our manufacturing clients use many different accounting and operation software packages. However, for those using QuickBooks, we want to point out some barcode features that have become available over the […]

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The Gift of Business Valuations for Estate Planners

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 […]

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Aligning IT Strategy with Business Objectives for agriculture organizations

Aligning IT Strategy with Business Objectives for Agriculture Organizations

As with many industries, the agriculture industry and its cooperatives are beginning to see dramatic changes in how technology can enable aspects of many business processes, soil and crop analysis, […]

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Alternative Investments and Foreign Reporting for Nonprofits

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 […]

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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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