November 28, 2018
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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November 28, 2018
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 […]
Read MoreNovember 14, 2018
Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability
There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]
Read MoreNovember 14, 2018
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 […]
Read MoreNovember 9, 2018
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 […]
Read MoreNovember 9, 2018
Research Credit Will Apply to More Taxpayers Thanks to the TCJA
Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]
Read MoreNovember 8, 2018
New Tax Provisions to Reduce Your Tax Bill in 2018
The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year. These new, along with […]
Read MoreNovember 8, 2018
New Hospital Price Transparency Policy Goes into Effect January 1, 2019
In case you are not aware, the Centers for Medicare and Medicaid Services (CMS)’s new hospital price transparency policy goes into effect January 1, 2019. By that date, hospitals must […]
Read MoreNovember 8, 2018
Eligibility Requirements and Potential Benefits of Becoming a Rural Health Clinic
Is your clinic missing out on potential enhanced Medicare and Medicaid reimbursement? The Rural Health Clinic Service Act of 1977 was established with the intent to increase access to primary […]
Read MoreOctober 29, 2018
Recommendations for the CMS 2019 RVU Proposal for E&M
As you may have heard, the CMS 2019 Relative Value Unit (RVU) weighting for E&M visits is proposed to effectively shift to a two-level system, with level 1 visits receiving […]
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July 01, 2025
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 […]
July 01, 2025
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 […]
June 25, 2025
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 […]
Wishing you a day of reflection, celebration, and gratitude. Happy Independence Day from all of us at Blue & Co.!
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
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