December 19, 2023
2024 Retirement Plan Limits
By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
Read MoreCategory: Thought Leadership
December 12, 2023
Not-For-Profits Hit Hard By Staffing Shortages
By Bob Findley, CPA, Director at Blue & Co. The job market is hard for everyone, especially for not-for-profits. The U.S. unemployment rate dropped from 6.9 percent in October 2020 to 3.9 percent in […]
Read MoreNovember 14, 2023
Decoding The New CECL Model for Not-For-Profits
By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]
Read MoreNovember 3, 2023
Final Hospital 340B Outpatient Prospective Payment System (OPPS) Remedy
On November 2, 2023, the Centers for Medicare & Medicaid Services (CMS) released a final rule around the 340B outpatient prospective payment system (OPPS), outlining a plan to correct and […]
Read MoreNovember 1, 2023
Restricted Fund Tracking and Cash Management
By Andrew Brock, CPA, Senior Manager at Blue & Co. Earlier in June 2023, an article was published by our not-for-profit services team titled “Unveiling the Dynamics of Donor-Restricted Contributions”. […]
Read MoreOctober 10, 2023
Fundraising Campaign Solicitation Guidelines to Maximize Organizational Flexibility
By Doug Hasler, CPA, Director at Blue & Co. Many organizations postponed or extended timelines for fundraising campaigns during the pandemic. Campaigns for capital expansion or renovations will need to […]
Read MoreOctober 6, 2023
Unlocking Educational Wealth: The SECURE Act 2.0’s Transformation of 529 Plans
By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]
Read MoreOctober 5, 2023
5 Quality Components for mLTSS
Managed Long Term Services and Supports (mLTSS) refers to the delivery of long-term services and supports through Medicaid managed care programs. mLTSS’s strategy is to expand home and community-based services, […]
Read MoreSeptember 29, 2023
Application of CECL to Accounts Receivable
By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]
Read MoreSeptember 28, 2023
Beginner’s Guide To Rental Income For Non-profits: Taxable Or Not?
Determining when to include rental income in your unrelated business income (UBI) tax calculation can be challenging; however, it is a commonly conducted non-profit organization activity. We created a beginner’s […]
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July 08, 2025
By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. On July 4, 2025, President Trump signed into law a sweeping budget reconciliation bill, informally titled the “One Big […]
July 07, 2025
In the ever-evolving healthcare landscape, prioritizing initiatives to improve margins is crucial to maintain financial stability. As inflationary pressures continue to impact labor, purchased services, and supplies, it is imperative […]
July 01, 2025
COLUMBUS, Ohio. (July 1, 2025) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that M. Jane Shawver, QKC, QKA, has been named President of […]
Wishing you a day of reflection, celebration, and gratitude. Happy Independence Day from all of us at Blue & Co.!
Last week we had a blast meeting students during our Jumpstart Summer Leadership Program 2025! It was a great way for students to connect with Blue employees and a great way for our team to introduce the students to our people-first culture. The students participated in multiple workshops and breakout rooms, a Reds game, a speech from our CPO, Chad Pfeifer, and having one on one time with employees. Thank you to everyone who made this program a success and a big thank you to Amy Lambdin for planning and running the program this year. We hope to see you next year!
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