December 19, 2023
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 […]
Read MoreDecember 12, 2023
Not-For-Profits Hit Hard By Staffing Shortages
By Bob Findley, CPA, Director at Blue & Co. The job market is hard for everyone, especially for not-for-profits. The U.S. unemployment rate dropped from 6.9 percent in October 2020 to 3.9 percent in […]
Read MoreNovember 14, 2023
Decoding The New CECL Model for Not-For-Profits
By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]
Read MoreNovember 3, 2023
Final Hospital 340B Outpatient Prospective Payment System (OPPS) Remedy
On November 2, 2023, the Centers for Medicare & Medicaid Services (CMS) released a final rule around the 340B outpatient prospective payment system (OPPS), outlining a plan to correct and […]
Read MoreNovember 1, 2023
Restricted Fund Tracking and Cash Management
By Andrew Brock, CPA, Senior Manager at Blue & Co. Earlier in June 2023, an article was published by our not-for-profit services team titled “Unveiling the Dynamics of Donor-Restricted Contributions”. […]
Read MoreOctober 10, 2023
Fundraising Campaign Solicitation Guidelines to Maximize Organizational Flexibility
By Doug Hasler, CPA, Director at Blue & Co. Many organizations postponed or extended timelines for fundraising campaigns during the pandemic. Campaigns for capital expansion or renovations will need to […]
Read MoreOctober 6, 2023
Unlocking Educational Wealth: The SECURE Act 2.0’s Transformation of 529 Plans
By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]
Read MoreOctober 5, 2023
5 Quality Components for mLTSS
Managed Long Term Services and Supports (mLTSS) refers to the delivery of long-term services and supports through Medicaid managed care programs. mLTSS’s strategy is to expand home and community-based services, […]
Read MoreSeptember 29, 2023
Application of CECL to Accounts Receivable
By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]
Read MoreSeptember 28, 2023
Beginner’s Guide To Rental Income For Non-profits: Taxable Or Not?
Determining when to include rental income in your unrelated business income (UBI) tax calculation can be challenging; however, it is a commonly conducted non-profit organization activity. We created a beginner’s […]
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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