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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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Kayla May Headshot | Kayla May Named Indy's Best & Brightest Honoree

Kayla May Named Indy’s Best & Brightest Honoree

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 […]

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employee benefit plan paperwork

10 Ways to Ensure Success in a First-Year Employee Benefit Plan Audit

Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with […]

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Employee Retention Tax Credit Eligibility: Unraveling the Mystery

If you have attended a continuing education conference in the past year or opened your business’ mail since 2021, you have likely heard that you might be eligible for a […]

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man doing calculating his taxes in front of a laptop

Indiana Senate Bill 2: Taxation of Pass-Through Entities

By Amy Sandlin, CPA, Tax Senior Manager and Laura Rakaska, CPA, Tax Manager Indiana is expected to enact pass-through entity (PTE) level tax legislation in mid-February 2023. The tax changes […]

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man pressing buttons on a calculator and writing

Not-for-Profit News: Indiana Property Tax Exemption

By: Kandy Wischmeier, CPA, Tax Manager at Blue & Co. If your not-for-profit organization is located in Indiana and has had a significant change in the use of property, has […]

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Alan Baker headshot | Blue & Co., LLC Names Alan Baker Director of Accounting and Auditing; Chair of the Audit, Accounting and Quality Control Committee

Alan Baker Named Director of Accounting and Auditing; Chair of the Audit, Accounting and Quality Control Committee

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 […]

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E/M Coding Changes You Need to Know from the Physician Fee Schedule Final Ruling

New rules for reporting evaluation and management (E/M) services in most places of service took effect January 1, 2023. The coding and documentation revisions, adopted by the American Medical Association’s […]

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Outpatient Therapy Documentation: Keep the Money after the Audit

In a recent article we discussed creating a Denial Prevention and Management Plan. The quality of your outpatient therapy documentation has a role in that plan. Have you set up […]

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Rural Health Clinics: Consolidated Appropriations Act of 2023 Changes

The Consolidated Appropriations Act of 2023, also known as the “Omnibus” package, was signed into law by President Biden on December 29, 2022. Rural Health Clinics (RHCs) need to be […]

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someone handing car keys to another person personal use of auto

The Importance of Personal vs. Business Use of Auto

By Pam Swartout, Manager and Jacoby Shade, Staff Accountant at Blue & Co. Many business owners provide a company vehicle to their employees as part of their employment. This is […]

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w-2 and 1099 tax forms

Have You Started to Prepare for Filing Last Year’s 1099s and W-2s?

By Pam Swartout, Manager and Tracey Selig, CPA, Senior Accountant at Blue & Co. The time of year for preparing and filing your 1099s and W-2s is here. In order […]

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hands holding a notebook infront of a laptop

Not-for-Profit Tax Alert for 2023: Kentucky Sales Tax Law Changes

By: Rick Shields, Principal, CPA, CFE Effective January 1, 2023, Kentucky implemented numerous changes to its sales tax laws. Historically, not-for-profits have been able to take advantage of numerous Kentucky […]

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Mickie Murphy, CPC, QPA, QKC, ERPA, Named President of Blue Benefits Consulting, Inc.

Mickie Murphy Named President of Blue Benefits Consulting, Inc.

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 […]

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Medicare Bad Debt Listing Template Finalized by CMS

This article has been updated on January 5, 2023. Back in August 2022, CMS was proposing changes to the Medicare Bad Debt listing template that is filed with your organization’s […]

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2023 Director Promotions | Shawn Adams, Director at Blue & Co., LLC | Patrick Brown, Director of Blue & Co., LLC | Angela Crawford, Director at Blue & Co., LLC | Priya Singleton, Director at Blue & Co., LLC | Peter Szostak, Director at Blue & Co., LLC | Tabitha Tolliver, Director at Blue & Co., LLC | Scott Wilson, Director at Blue & Co., LLC | Blue & Co., LLC logo

2023 Director Promotions at Blue & Co.

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, […]

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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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