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Category: Planning Solutions Services

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Estate and Gift Planning in Uncertain Times

By: Derek Gray, CPA, Director, and Chuck Mallick, CPA, Senior Manager On the campaign trail, President Biden frequently mentioned significant changes to the estate tax. His proposals generally centered around […]

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IRS Extends Tax Filing Deadline

On March 17, the IRS ended weeks of speculation and issued an information release (IR-2021-59), which provides individual taxpayers an additional month to file their income tax returns. Individuals now […]

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Transition Planning Part I (ESOPs/employees)

Eventually, the ownership of every privately-held business will be transitioned in one way or another.  There are many options available to transfer ownership, but they basically fall into one of […]

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Blue & Co., LLC Names Sara Jacobi Firm Director of Taxation

CARMEL, Ind. (February 5, 2025) – – Blue & Co., LLC is proud to announce that Sara Jacobi has been named the firm’s Director of Taxation. “We are thrilled to […]

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What Indiana Nonprofit Hospitals Need to Know: Executive Order 25-22 and House Bill 1004

On January 21, 2025, Indiana Governor Mike Braun signed Executive Order 25-22, addressing the provision of charity care by nonprofit hospitals in the state. The order acknowledges that Indiana does […]

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team working on policies

New Year, New Me: “Exercises” to Strengthen your Organization in 2025

By Andrew Brock, CPA, Senior Manager at Blue & Co. As the new year begins, it is often a time for setting personal and professional goals. The colloquial saying behind […]

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