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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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Photo of M. Jane Shawver | Jane Shawver Named President of Blue Benefits Consulting

Jane Shawver Named President of Blue Benefits Consulting

COLUMBUS, Ohio. (July 1, 2025) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that M. Jane Shawver, QKC, QKA, has been named President of […]

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Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee | BB Kings | Nashville, Tennessee | Knoxville, Tennessee | Chattanooga, Tennessee

Blue & Co. Expands Presence with New Office in Chattanooga, Tennessee

CHATTANOOGA, Tennessee (July 1, 2025) — Blue & Co., a leading accounting and advisory firm, is proud to announce the grand opening of its newest office in Chattanooga, Tennessee. This […]

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Wage Index Timeline Blog Post | Doctor typing on tablet at desk

Wage Index Timeline: Mid-Year Update and Looking into 2026

As we head into the second half of the 2025 calendar year, there are a few major dates that you need to be aware of for wage index purposes. These […]

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