September 10, 2019
Be “Sale Ready” and Maximize Value
Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of […]
Read MoreCategory: General Business
September 3, 2019
Retirement Security: What’s the right plan for your business?
If you’re a small business owner or you’re involved in a start-up, you may want to set up a tax-favored retirement plan for yourself and any employees. Several types of […]
Read MoreAugust 27, 2019
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 […]
Read MoreAugust 12, 2019
Are you looking for a way for to have your business fund your retirement?
If you are interested in larger contributions than a 401(k) plan will permit, a cash balance pension plan may be right for you. Someone 60 years or older can possibly […]
Read MoreJune 21, 2019
Credits and Incentives: An extra return on your investments.
The topic is always in the news — a state or city offering a major corporation a generous package of incentives to relocate or even to keep their operations in […]
Read MoreMay 21, 2019
A Conversation on Revenue Recognition (ASC 606)
Update published on June 5, 2020: FASB issued Accounting Standards Update (ASU) 2020-05, Revenue from Contracts with Customers (ASC 606) and Leases (ASC 842) Effective Dates for Certain Entities, as part of […]
Read MoreMarch 15, 2019
Small Business Owners Still Have Time to Set Up a Deductible Contribution to an SEP Retirement Plan for 2018
Business owners who don’t yet have a tax-advantaged retirement plan still have time to establish one and reduce their 2018 tax bill. For example, a Simplified Employee Pension (SEP) can […]
Read MoreMarch 8, 2019
A Hidden Gem for Startup/Emerging Companies: Utilizing the R&D Credit Against Payroll Taxes
Companies of all sizes can benefit from the Research and Experimentation tax credit (R&D Credit) which has been around since 1981. This credit aims to reward businesses for increasing the […]
Read MoreFebruary 15, 2019
LLC Members & Self-Employment Taxes
When it comes to self-employment taxes, an LLC member is not necessarily in the same boat as a limited partner. The IRS is cracking down on LLC members who underreport […]
Read MoreFebruary 11, 2019
Good News for the Craft Beverage Industry
A recently proposed bill could make the Craft Beverage Modernization and Tax Reform Act of 2017 permanent. Senators Roy Blunt (R-Mo.) and Ron Wyden (D-Ore.) had good news for the craft […]
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December 15, 2025
Critical Access Hospital (CAH) Method II Claim Updates Effective January 1, 2026, Critical Access Hospital (CAH) Method II claims will be denied if the Attending & Rendering providers have not […]
December 12, 2025
As 2025 draws to a close, veterinary practice owners are focused on positioning their businesses for optimal tax outcomes and avoiding year-end surprises. One of the most common questions we […]
December 10, 2025
By Rachel Goodrich, Manager at Blue & Co. As the year winds down, donors often get into the giving spirit, and many organizations experience an uptick in contributions. These gifts […]
Matt Mitchell’s dedication to learning and growing alongside Blue & Co.’s leadership team embodies what it means to be part of our team. We are grateful to have individuals like Matt driving our commitment to being responsive, caring advocates.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q03XhzJr0.
Have you (or your client) considered updating estate planning after the passing of the One Big Beautiful Bill?![]()
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Many families who are no longer worried about estate taxes aren't taking advantage of income tax planning strategies that could save their estates tremendously.![]()
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Schedule an appointment today with Ryan Garman or Jessica Hidalgo on Blue & Co.'s Estate, Gift, & Trust group to see how your family can benefit.
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