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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By: Derek Gray, CPA, Director; and Amy Sandlin, CPA, Tax Manager The capital gains tax has long been part of the political tug-of-war, and with the release of President Biden’s […]
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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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Did you know that as of March 27, 2020, most Required Minimum Distributions (RMDs) were waived for the 2020 calendar year? That means that if you normally take an RMD […]
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by Mickie Murphy, Blue Benefits Consulting | This article was originally published on March 24th and was most recently updated on June 4th. It is being updated as new information […]
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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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Small businesses now have more options available to them related to retirement plan participation. The U.S. Department of Labor (DOL) has released a final rule which should make it easier […]
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If you are interested in larger contributions than a 401(k) plan will permit, a cash balance pension plan may be right for you. Someone 60 years or older can possibly […]
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By Miranda Aavatsmark In case you had not heard, never watch the news, or do not regularly check your Twitter, the estate and gift tax exemption doubled from about $5.5M […]
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The IRS has announced its 2019 cost-of-living adjustments to tax items that might affect you. Many of the amounts increased to account for inflation, but some remained at 2018 levels. […]
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By Doug Hasler, CPA, Director at Blue & Co. Whether your organization is considering soliciting donor-restricted permanent endowment contributions as part of a new capital campaign or you already have […]
By Doug Hasler, CPA, Director at Blue & Co. In the first part of our series on establishing comprehensive endowment policies, we covered endowment creation and investment policy considerations. If […]
The Centers for Medicare & Medicaid Services (CMS) has released their 2025 IPPS Final Rule, with changes going into effect on October 1, 2024. There is a new opportunity related […]
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