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Captive Insurance Considerations

By Caroline Paulus, CPA, Audit Manager at Blue & Co. Insurance costs for not-for-profit organizations, especially state and national membership organizations, can vary widely based on several factors, including size […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. Whether your organization is considering soliciting donor-restricted permanent endowment contributions as part of a new capital campaign or you already have […]

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Establishing Comprehensive Endowment Policies

By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]

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office building

Blue & Co., LLC Announces Expansion with Stokes & Housel, CPA

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 […]

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Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

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 […]

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ACH payment

Essential ACH Policies and Controls for Not-for-Profit Organizations

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 […]

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