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Category: Closely-Held Business Industry

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Managing Cash Flow Through Uncertainty

Cash flow management is a critical exercise during uncertain times like these and one that is top of mind for every business owner.  It involves managing every aspect of the […]

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A Solution to Equity Deficits for ESOPs

by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction […]

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Partnership Basis Reporting Changes

In September 2019, the IRS released a draft 2019 Form 1065 and Schedule K-1 with their respective instructions, suggesting that partnership capital accounts would have to report on the tax […]

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Getting Started with Robotic Process Automation

The business information technology landscape has seen many changes and developments over the last 50 years, since a large accounting firm implemented the first business application (payroll) at GE Appliance […]

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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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quality of earnings

How a Quality of Earnings Report Protects the Sale of Your Business

By Jonah Gjertson, Senior Consultant at Blue & Co. Preparing to sell your business is a complicated, emotional, and logistically challenging decision with material financial implications. There are many decisions […]

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MGCRB Reclassification Withdrawal: What Hospitals Need to Know for FY 2027

For hospitals that would like to withdraw an approved Geographic Reclassification, the publishing of the FY 2027 proposed rule starts the 45-day window for withdrawing approved Medicare Geographic Classification Review […]

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