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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 […]

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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 […]

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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 […]

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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 […]

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Inventory management strategies for manufacturers

Balancing Cash Flow and Customer Demand: Key Inventory Management Strategies for Manufacturers

By Tyler Irvine, CPA, Senior Accountant at Blue & Co. Effective inventory management is the backbone of any successful manufacturing or distribution business. It is about much more than just […]

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Not-for-profit financial statements

Beyond the Balances: What Your Not-for-Profit Financial Statements Are Really Telling You

By Luke Pierce, CPA, Senior Manager at Blue & Co. Leaders in the not-for-profit sector are often required to oversee and understand all parts of their organization. For the many […]

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Bonus depreciation for thoroughbred owners

100% Bonus Depreciation: Finding the Right Tax Strategy for Your Thoroughbred Operation

By Heather Sunseri, CPA, Senior Manager at Blue & Co. For thoroughbred owners and breeders, tax strategy can be just as important as bloodlines and training decisions. And when President […]

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