fbpx

Category: Succession/Transition Planning

< Back to Thought Leadership

Blue & Co. December 2020 Webinars

It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program […]

Read More

A Solution to Equity Deficits for ESOPs

by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction […]

Read More

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 More

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 More

FY 2027 Medicare Wage Index Final PUFs: Key Deadlines and Hospital Correction Rules

FY 2027 Medicare Wage Index Final PUFs: Key Deadlines and Hospital Correction Rules

In early April 2026, a notice is sent from CMS to each MAC regarding the April 30th, 2026, release of the final FY 2027 wage index data PUFs and the […]

Learn More
FY 2027 Hospital Wage Index: MAC Revisions and Appeals – Key Deadlines to Know

FY 2027 Hospital Wage Index: MAC Revisions and Appeals – Key Deadlines to Know

It’s March Madness, and we are not talking about basketball. The clock is ticking on the FY 2027 Medicare Wage Index; this process moves quickly, and missing a deadline can […]

Learn More
nonprofit internal controls

No Fooling Around When It Comes to Internal Controls

By Makalynn Funk, CPA, Senior Accountant at Blue & Co. April Fools’ Day brings around lots of fun pranks and punchlines, and while we all have fun with these little […]

Learn More