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Category: COVID-19 Updates

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Period 4 Reporting Now Open: PRF Update

We’re entering the final weeks of Period 4 reporting period that closes on March 31, 2023. Period 4 reporting is required for any organization that received more than $10,000 in […]

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Paid Sick Leave Refundable Credit

By: Damien Strohmier, CPA, CCIFP Note: On March 11, 2021, President Biden signed into law the American Rescue Plan Act of 2021, which includes the following provisions related to the employer […]

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The Optimal Retirement Age for Dentists: A Financial Perspective

The Optimal Retirement Age for Dentists: A Financial Perspective

As of 2023, there were approximately 200,000 dentists practicing in the United States. Of these, nearly 35% of them were 55 years or older. In 2023, the average retirement age […]

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credit card testing carding

Credit Card Testing (Carding): A Growing Risk for Not-for-Profit Organizations

By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]

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qualified opportunity zones

Qualified Opportunity Zones: What’s Changed and What It Means for Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]

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