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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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restricted funds

Navigating Changes of Restricted Funds in Not-for-Profit Organizations

By Cecilia Spencer, CPA, Manager, at Blue & Co. Not-for-profit organizations often receive funds with specific restrictions on how they can be used. These restrictions ensure that the donor’s intent […]

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In the Chair with Industry Leaders: A Blue & Co. Dental Series – Episode 1

In our inaugural launch of In the Chair with Industry Leaders, we start with two seasoned veterans in the dental community, Thad Miller with DDSmatch and Jeff Cormell with Bank […]

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2025 Medicare Physician Fee Schedule Final Rule Impacts RHCs

On November 1, the Centers for Medicare and Medicaid Services (CMS) released the CY 2025 Medicare Physician Fee Schedule Final Rule. This final ruling includes several significant changes for Rural […]

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