Category: Tax Consulting Services

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Breaking: Build Back Better Plan

By: Derek Gray, CPA, Director Before departing for Europe to attend the G20 Leaders’ summit and climate talks at the COP26 summit, President Biden announced that Congress had agreed to […]

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Ways and Means Proposed Tax Increases

By: Derek Gray, CPA, Director On the morning of September 13, 2021, the House Ways and Means Committee released details of proposed tax increases totaling $2.9 trillion. The revenue raised […]

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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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Final Regulations Issued for Section 512(a)(6)

The IRS has issued final regulations regarding Internal Revenue Code section 512(a)(6). These regulations have been published in the Federal Register and are effective as of December 2, 2020. Section […]

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Headshot of Kurt Beier, the new Managing Partner at Blue & Co., LLC

Blue & Co. Elects Kurt Beier as Next Managing Director

Beier to succeed Brad Shaw effective January 1, 2027, following a planned two-year succession process. CARMEL, Ind. (October 6, 2026) – Blue & Co., LLC, a top-60 accounting and advisory […]

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quality of earnings

Why a Quality of Earnings Report Matters Before You Buy

By Jonah Gjertson, CVA, Senior Consultant at Blue & Co. Buying a business is a complicated process with material financial implications each step of the way. There are many decisions […]

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6 Considerations for Navigating Restricted Fund Changes in Not-for-Profit Organizations

By Caroline Paulus, CPA, Manager and Beth Anne Akers, CPA, Manager at Blue & Co. When circumstances shift and a not-for-profit needs to repurpose restricted funding, balancing donor intent with […]

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