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Category: Tax

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Year-End Tax Planning: Mutual funds

Now 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 […]

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Estate & Trust 199A/TCJA Update

A 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 […]

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Make 2019 NQDC Plan Deferral Elections Now

Employers 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 […]

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Tax Benefits for Donating Appreciated Stock

Many 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 […]

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Blue Named One of Indiana’s Best Places to Work for 16th Year

CARMEL, Ind. (April 8, 2025) – Blue & Co., LLC is honored to be named among Indiana’s Best Places to Work by the Indiana Chamber of Commerce for 2025. This is […]

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Blue Named One of Kentucky’s Best Places to Work for 14th Year

CARMEL, Ind. (April 8, 2025) – Blue & Co., LLC is honored to be named among the Best Places to Work in Kentucky for 2025 by the Kentucky Chamber of Commerce, […]

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In the Chair with Industry Leaders - A Blue & Co., Dental & Veterinarian Series | Video title card showing a vet evaluating a dog on an exam table

In the Chair with Industry Leaders: A Blue & Co. Series – Episode 2

In our second episode of In the Chair with Industry Leaders, we start with two seasoned veterans in the veterinarian community, Thad Miller with DVMmatch and Bill Butler with Butler […]

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