Category: Tax Consulting Services

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Individual Federal Income Tax Planning

By Miranda L. Aavatsmark Originally published in The Kentucky CPA Journal. It’s beginning to look a lot like….tax time! Looking back at all of the tax law changes, interpretations and […]

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Should You Prepay Your Property Taxes?

Prepaying property taxes related to the current year that are due the following year has long been one of the most popular and effective year-end tax-planning strategies. But, does it […]

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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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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 […]

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Hospital financial outlook 2026: medical supplies and diagnostic equipment illustrating rising healthcare expenses and pressure on hospital margins

Hospital Financial Outlook 2026: Revenue Growth, Margin Pressure, and Shifting Payer Mix

The headline number from mid-2026 is technically encouraging: hospital revenue is growing. But revenue figures have a way of obscuring what’s actually happening on the margin line and right now […]

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Unrelated Business Income and Alternative Investment Risks for Healthcare Organizations

Unrelated business income (UBI) remains one of the most fact-intensive areas of federal tax compliance for all exempt-organizations, particularly healthcare organizations. As health systems diversify revenue, expand ancillary services, and […]

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Public Dealership Group Performance: Mid-Year 2026 PVR Trends and Outlook

By Jonah Gjertson, Senior Consultant at Blue & Co. Starting Point The first half of 2026 has remained relatively stable among the public dealership groups, with new profit per vehicle […]

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