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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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The Benefits of Entity-Owned Pharmacies

The Benefits of Entity-Owned Pharmacies

Entity-owned pharmacies are an important consideration for hospitals, community health centers, and other 340B grantee types. As retail pharmacy closures rise and the complexities of the 340B Drug Discount Program […]

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AI preventing cyberattack

How AI Can Help Protect Not-For-Profits From Cyberattacks

By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]

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How Cryptocurrency Donations Can Transform Not-For-Profit Fundraising

By Doug Sandor, Senior Accountant and Chad Nieter, CPA, Senior Manager at Blue & Co. Cryptocurrency, a digital asset powered by cryptography for enhanced security, has revolutionized modern finance and […]

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