Tax Strategy: Bunching Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) passed late last year, bringing about some of the most comprehensive changes in tax law in decades. The most discussed and impactful changes […]
Read MoreThe Tax Cuts and Jobs Act (TCJA) passed late last year, bringing about some of the most comprehensive changes in tax law in decades. The most discussed and impactful changes […]
Read MoreThe passing of the Tax Cuts and Jobs Act (TCJA) in December 2017 brought about some of the largest changes for exempt organizations since the reformatting of the Form 990 […]
Read MoreWhen the majority of your liquid assets are tied up in your business, saving for retirement can be difficult. However, setting up a tax-advantaged retirement plan can help plan for […]
Read MoreNow 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 […]
Read MoreA 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 MoreWith the end of the year approaching, many not-for-profits see an increase in giving. Therefore, we thought it would be helpful to provide a brief summary of donors’ documentation requirements […]
Read MoreThere 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 MoreEmployers 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 MoreMany 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 MorePrior 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 MoreBy Amy L. Sandlin, CPA, Tax Quality at Blue & Co. The “One Big Beautiful Bill Act” (H.R. 1) narrowly passed the House on May 22, 2025, and headed to […]
In Skilled Nursing Facilities (SNFs), therapy services—physical, occupational, and speech therapy—play a vital role in resident recovery, rehabilitation, and quality of life. However, beyond achieving clinical outcomes, therapy departments must […]
By Robert J. Findley, CPA, Director at Blue & Co. Serving on a not-for-profit Board is an excellent way to give back to the community, support organizations whose mission is […]