November 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 MoreAuthor: Samantha Crist
November 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 MoreNovember 14, 2018
Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability
There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]
Read MoreNovember 14, 2018
Make 2019 NQDC Plan Deferral Elections Now
Employers may offer executives or other key employees a nonqualified deferred compensation (NQDC) plan. NQDC plans pay employees in the future for services currently performed. The plans allow deferral of […]
Read MoreNovember 9, 2018
Tax Benefits for Donating Appreciated Stock
Many taxpayers have utilized charitable deductions to help minimize their tax liability. As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you […]
Read MoreNovember 9, 2018
Research Credit Will Apply to More Taxpayers Thanks to the TCJA
Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]
Read MoreNovember 8, 2018
New Tax Provisions to Reduce Your Tax Bill in 2018
The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year. These new, along with […]
Read MoreRecent Articles View All Thought Leadership
July 01, 2025
COLUMBUS, Ohio. (July 1, 2025) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that M. Jane Shawver, QKC, QKA, has been named President of […]
July 01, 2025
CHATTANOOGA, Tennessee (July 1, 2025) — Blue & Co., a leading accounting and advisory firm, is proud to announce the grand opening of its newest office in Chattanooga, Tennessee. This […]
June 25, 2025
As we head into the second half of the 2025 calendar year, there are a few major dates that you need to be aware of for wage index purposes. These […]
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
Chattanooga, Tennessee’s business community is known for its innovation and collaboration — values we live by at Blue & Co. That’s why we’re excited to open our newest office right in the heart of it.![]()
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As Brad Shaw, Managing Director, shared:![]()
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“Our expansion into Tennessee reflects our firm’s dedication to building strong relationships and delivering personalized service that drives long-term success. We’re excited to join a community known for its entrepreneurial spirit and collaborative business environment...”![]()
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The Chattanooga office will be led by Director Todd Schiavone who has more than 25 years of experience in healthcare consulting and reimbursement. In addition to Schiavone, two senior managers, Meghan Campbell and Mark Daffer, will be based in Chattanooga. ![]()
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🔗 Read the full announcement: hubs.la/Q03vrb720![]()
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#TheBlueWay #NowInTennessee #BlueAndCo
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