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Author: Samantha Crist

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2016 Post Election Tax Update

Any change in Presidential Administration brings the possibility, indeed the likelihood, of tax law changes and the election of Donald Trump as the 45th President of the United States is […]

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Gaming Requirements Exempt Organizations

By Annmarie Novotney Exempt organizations often have a focus on events or fundraisers from which to generate additional funds to promote their missions. Frequently, games of chance like bingo, pull […]

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Cyber Security for Not-For-Profits

Data breaches can occur in any organization, and not-for-profits (NFPs) are not immune. Oftentimes NFPs can be at risk because their systems are not up-to-date or are simplistic in nature. […]

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The Optimal Retirement Age for Dentists: A Financial Perspective

The Optimal Retirement Age for Dentists: A Financial Perspective

As of 2023, there were approximately 200,000 dentists practicing in the United States. Of these, nearly 35% of them were 55 years or older. In 2023, the average retirement age […]

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credit card testing carding

Credit Card Testing (Carding): A Growing Risk for Not-for-Profit Organizations

By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]

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qualified opportunity zones

Qualified Opportunity Zones: What’s Changed and What It Means for Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]

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