By Robert W. “Bob” Evans Principal at Blue & Co., LLC The interest rate changes that occurred in 2022 and 2023 have created a window of opportunity for certain business […]
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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 […]
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By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for […]
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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 […]
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by Dustin Brown Buying or selling a business can be daunting. There are many items to consider such as 1) the structure of the transaction (e.g. stock or asset sale/purchase) […]
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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 […]
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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 […]
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It may seem odd to develop a business exit plan this soon, but you must look out for your own financial future. You have to consider your company’s income and […]
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By Cory Schunemann, Tax Manager at Blue & Co. Tax-exempt organizations frequently grapple with how to report fundraising events on Form 990. The form requires them to separate event proceeds […]
On April 11, 2025, the Centers for Medicare & Medicaid Services (CMS) issued a proposed rule for updates to Medicare payment policies and rates for skilled nursing facilities under the […]
Many Continuing Care Retirement Communities (CCRCs), also known as Life Plan Communities (LPCs), are facing complex and dynamic challenges. In addition to the significant pressure of supporting an aging baby […]
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