December 13, 2018
Blue & Co., LLC Welcomes November 2018 New Hires
CARMEL, Ind. (December 13, 2018) – Blue & Co., LLC is proud to welcome the following individuals to the firm: Cincinnati, OH Blake Stanoikovich joined Blue & Co. as a […]
Read MoreAuthor: Samantha Crist
December 11, 2018
Charitable Gifts May or May Not Save You Taxes This Year
In past years, it has been the norm to make charitable donations to not-for-profit organizations at the end of the year as a tax savings strategy and in the spirit […]
Read MoreDecember 11, 2018
Guidance Issued on Business Interest Expense
A major issue for large businesses is the business interest expense limitation, which was included in the Tax Cuts and Jobs Act (TCJA). The IRS has issued proposed regulations that […]
Read MoreDecember 10, 2018
Tax Strategy: Bunching Charitable Contributions
The Tax Cuts and Jobs Act (TCJA) passed late last year, bringing about some of the most comprehensive changes in tax law in decades. The most discussed and impactful changes […]
Read MoreDecember 3, 2018
Key Highlights from the TCJA for Healthcare Tax-Exempt Organizations
The passing of the Tax Cuts and Jobs Act (TCJA) in December 2017 brought about some of the largest changes for exempt organizations since the reformatting of the Form 990 […]
Read MoreNovember 29, 2018
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. […]
Read MoreNovember 28, 2018
There is still time: Consider setting up a retirement plan for 2018
When the majority of your liquid assets are tied up in your business, saving for retirement can be difficult. However, setting up a tax-advantaged retirement plan can help plan for […]
Read MoreNovember 28, 2018
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 […]
Read MoreNovember 28, 2018
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 […]
Read MoreNovember 20, 2018
Donor Gift Receipts: IRS Substantiation Requirements
With the end of the year approaching, many not-for-profits see an increase in giving. Therefore, we thought it would be helpful to provide a brief summary of donors’ documentation requirements […]
Read MoreRecent Articles View All Thought Leadership
July 31, 2025
Beginning June 7, 2024, Indiana Medicaid launched a transformative new program: PathWays, a managed long-term service and support (MLTSS) initiative designed to streamline care for aging Hoosiers. This program partners […]
July 29, 2025
The Health Resources and Services Administration (HRSA) has set the annual recertification period for the 340B Drug Pricing Program for hospitals to begin on August 11, 2025, and end on […]
July 28, 2025
Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the […]
Stop by our booth at Indiana Society of Association Executives 2025 Annual Convention in Fort Wayne, Indiana, to connect with members of our Not-for-Profit Services team and learn how we support mission-driven organizations across Indiana.![]()
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We’d love to meet you!![]()
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👋Say hello to Holly Fields, Caroline Paulus, and Emilie Knieriem!
Please join us in congratulating Shawn Barney on his recent appointment to President for the HFMA Kentucky Chapter and Cassidy Vance, Vicki Virgin, and Gage Beavers on their recent appointment to the board of HFMA Kentucky Chapter.![]()
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We are incredibly proud to have all of them represent Blue & Co. in their prestigious roles and know that they will make a lasting impact on the future of the profession.![]()
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👏Congratulations!![]()
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#HFMA #AccountingProfession #TheBlueWay
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