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Author: Samantha Crist

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Payroll Client Letter – 2018

  Forms to Complete Below you will find lists of the forms you are required to complete. If you have questions, please reach out to your Blue & Co. advisor. […]

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Year-End Tax Planning: Mutual funds

Now is the time to review your mutual fund holdings! Before the end of the year, it’s a common strategy to review the mutual fund holdings in your taxable accounts […]

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Estate & Trust 199A/TCJA Update

A lot of time has been spent examining the implications of tax reform as it relates individuals and businesses. Yet, estates and trusts were also significantly impacted by the Tax […]

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not-for-profit board members meeting

Serving on a Not-for-Profit Board: A Guide to Success

By Robert J. Findley, CPA, Director at Blue & Co. Serving on a not-for-profit Board is an excellent way to give back to the community, support organizations whose mission is […]

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Blue Named One of Indiana’s Best Places to Work for 16th Year

CARMEL, Ind. (April 8, 2025) – Blue & Co., LLC is honored to be named among Indiana’s Best Places to Work by the Indiana Chamber of Commerce for 2025. This is […]

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Blue Named One of Kentucky’s Best Places to Work for 14th Year

CARMEL, Ind. (April 8, 2025) – Blue & Co., LLC is honored to be named among the Best Places to Work in Kentucky for 2025 by the Kentucky Chamber of Commerce, […]

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