March 8, 2023
Period 4 Reporting Now Open: PRF Update
We’re entering the final weeks of Period 4 reporting period that closes on March 31, 2023. Period 4 reporting is required for any organization that received more than $10,000 in […]
Read MoreMarch 3, 2023
Benefit Briefs: Changes Impacting Plan Audit Requirements
Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
Read MoreMarch 2, 2023
Blue Named One of Indiana’s Best Places to Work
CARMEL, Ind. (March 2, 2023) – Blue & Co., LLC is honored to be named among Indiana’s Best Places to Work by the Indiana Chamber of Commerce. This is the […]
Read MoreMarch 1, 2023
Feasibility Studies: Helping Organizations Make Informed Decisions
Conducting a feasibility study is an essential step in determining the viability of implementing a new healthcare program, service, or project. These studies help healthcare organizations assess the potential risks […]
Read MoreFebruary 24, 2023
Indiana Enacts Retroactive Pass-through Entity Tax – Senate Enrolled Act 2
By Laura Rakaska, CPA, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. On February 22nd, Governor Eric Holcomb signed Indiana Senate Enrolled Act 2, making […]
Read MoreFebruary 20, 2023
Kentucky Reduces Individual Income Tax Rate for 2024 – House Bill 1 Signed into Law
By Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Kentucky House Bill 1 was signed into law by Governor Beshear on Friday, February 17th. It reduces the individual […]
Read MoreFebruary 20, 2023
Program-Related Investments: A Valuable Funding Tool for Not-For-Profits
By: Mike Gricius, Senior Manager at Blue & Co. While not-for-profits rely heavily on grants and donations to fund their charitable missions, they can also explore other funding options, such […]
Read MoreFebruary 15, 2023
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 […]
Read MoreFebruary 13, 2023
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 […]
Read MoreFebruary 7, 2023
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 […]
Read MoreRecent Articles View All Thought Leadership
December 17, 2024
Bedford, Ind. (December 16, 2024) – Blue & Co., LLC, a top-60 accounting and advisory firm with offices in Indiana, Kentucky, Ohio, and Michigan is expanding into Bedford, IN. Effective December […]
December 17, 2024
By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]
December 11, 2024
By Karen Dringenburg, CPA, Senior Accountant and Andrew Brock, CPA, Senior Manager at Blue & Co. Are you a not-for-profit entity considering implementing ACH transactions? Or are you wondering if […]
Monday night, in celebration of Stokes & Housel turning Blue, we invited employees, clients, and community members in Bedford, IN, to attend a Blue & Co. open house at Bedford's historic Downtown Depot.![]()
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It was a night full of great food, fun giveaways, and buzzing conversation. We are thankful for everyone who attended and look forward to continuing to strengthen our relationships in Bedford.![]()
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#BedfordIN #LifeatBlue #ClientAppreciation
Blue & Co. is growing again! 🎉 Effective December 16, 2024, Stokes & Housel, CPA will join Blue & Co., bringing another Southern Indiana office into the firm. ![]()
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“We are thrilled to announce the opening of our newest office in Bedford, Indiana, marking the fourth location in our Southern Indiana practice,” said Brad Shaw, Managing Director of Blue & Co. “This addition is a testament to our commitment to our clients’ growing needs while also reinforcing our core values of being responsive and caring advocates. We look forward to providing exceptional service and continuing to serve the Bedford community with unwavering excellence.”![]()
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Blue & Co. will be adding seven employees from Stokes & Housel with expertise in tax preparation, client accounting services, consulting, strategy, and payroll. ![]()
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To read the full announcement, please visit our website at hubs.la/Q02_XRNp0 ![]()
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#SouthernIndianaBusiness #StokesandHousel #BedfordIN
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