Category: Employee Benefit Plans

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IRS Retirement Plan Limits

By Debbie Herbert, CPA, Director at Blue & Co. On an annual basis, the Internal Revenue Service (IRS) releases plan contribution and benefit limitations, as well as income eligibility thresholds, […]

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2018 Retirement Plan Limits Update

For 2018, the Internal Revenue Service (IRS) increased several plan limitations to reflect cost of living adjustments. Below are some of these limits for 2018: Elective deferrals to 401(k), 403(b) […]

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Kwong IRS penalty refund claim

Kwong Court Decision May Create IRS Penalty Refund Opportunities for Taxpayers

By Aimee Reavling, CPA, Director and Sara Jacobi, CPA, Firm Director of Taxation at Blue & Co. Recent court decisions, including Kwong v. United States, may create an opportunity for […]

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ASC 860 accounts receivable factoring

Accounts Receivable Factoring: What Manufacturers Need to Know About ASC 860

By Stephen Clyde, CPA, Manager at Blue & Co. In today’s environment, many manufacturers and distributors are taking a fresh look at how they manage working capital. Longer customer collection […]

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SECURE 2.0 not-for-profit compliance

SECURE 2.0: Why 2026 Is a Critical Compliance Year for Not-for-Profits

By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]

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