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Category: Estate and Trust Industry

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2021 Annual Report to Congress Released by IRS Taxpayer Advocate Office

By: Sara Jacobi, CPA CEPA Director Still waiting for your 2021 Federal tax refund? Tried calling the IRS, only to wait on hold for two hours without talking to anyone? Sent correspondence to the IRS to resolve a notice, only to continue to receive collection notices? If one or more of these items apply to […]

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Columbus CEO Talks Cybersecurity and Data Management with Blue & Co.

The following article was made available and moderated by Ray Paprocki, publisher and general manager at Columbus CEO. In this article, Ray interviews Tom Skoog, the Cybersecurity and Data Management practice leader at Blue & Co., LLC. Columbus CEO Virtual Roundtable: Cybersecurity The U.S. government recently blamed the Russians for a major hack of federal […]

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Blue & Co. December 2020 Webinars

It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program (PPP) Webinar – Free to attend On Monday, December 14 from noon – 1 p.m. EST, Blue & Co., LLC will be hosting a panel […]

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Estate Tax Planning Top of Mind Going into Election Day

By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for the future of income and estate tax planning. From an estate tax planning perspective, we have been very fortunate lately in that individuals with estates […]

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Can your organization support a Work From Home or Remote Work Contingency Plan?

As the uncertainty of the impacts of COVID-19 (coronavirus) continues, many organizations are considering Work From Home (WFH) or remote work contingency plans or reevaluating WFH plans already in existence. While few companies have yet to implement this contingency as a mandatory requirement for employees, the potential for the enactment of these plans has never […]

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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 Cuts and Jobs Act (TCJA) and deserve some much-needed attention. As with other taxable entities, there are many opportunities for planning and tax savings available […]

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Blue & Co., LLC Announces New Partnership With Vsimple | Vsimple and Blue and Co logo

Blue & Co., LLC Announces New Partnership With Vsimple

CARMEL, Ind. (May 5, 2022) – Blue & Co., LLC is excited to announce our new partnership with Vsimple, a workflow management software company based in New Albany, IN.  Blue & Co and Vsimple will be working closely together to address the workflow and process improvement challenges of manufacturers throughout the Midwest. “At Blue & […]

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Proposed Rule FY 2023 for Skilled Nursing Facilities

Proposed Rule FY 2023 for Skilled Nursing Facilities

It is that time of year again! The Center for Medicare and Medicaid Services (CMS) has issued the proposed rule that would update Medicare payment policies and rates for the fiscal year (FY) 2023’s Skilled Nursing Facility (SNF) Prospective Payment System (PPS). The Patient Driven Payment Model (PDPM) was implemented on October 1, 2019. This […]

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Coverage Scheduling Solutions for Physician Practices and Hospital Systems

Scheduling Solutions for Clinician Work-Life Balance

One of the most challenging conversations in any multi-physician practice or specialty-based hospital employed group is about how to create a fair distribution of on-call and/or inpatient hospital service coverage while balancing the duties of an outpatient practice. The COVID-19 pandemic has contributed to clinician burnout, and physicians and Advanced Practice Providers (APPs) place significant […]

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