November 28, 2018
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 […]
Read MoreCategory: Tax
November 28, 2018
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 […]
Read MoreNovember 14, 2018
Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability
There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]
Read MoreNovember 14, 2018
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 […]
Read MoreNovember 9, 2018
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 […]
Read MoreNovember 9, 2018
Research Credit Will Apply to More Taxpayers Thanks to the TCJA
Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]
Read MoreNovember 8, 2018
New Tax Provisions to Reduce Your Tax Bill in 2018
The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year. These new, along with […]
Read MoreOctober 26, 2018
Don’t Overlook How You Can Maximize Medical Expenses in 2018
The cost of healthcare has been on an upward trajectory for years. With proper planning, taxpayers could take advantage of deducting medical expenses in 2018, but only if you itemize […]
Read MoreOctober 26, 2018
Should I sell my business by installment sale?
You’ve spent years building your company and doing the same thing day in and day out. Are you ready to retire or take advantage of another career opportunity? Whatever your […]
Read MoreOctober 26, 2018
Take Advantage of the Opportunity Zone Tax Incentive
The Opportunity Zone Tax incentives are a new community development program established by the Tax Cuts and Jobs Act (TCJA). The incentive program allows taxpayers to defer tax on capital […]
Read MoreRecent Articles View All Thought Leadership
February 06, 2026
CARMEL, Ind. (February 1, 2026) – Blue & Co., LLC, a Top-60 accounting and advisory firm based in Carmel, IN, is expanding into Texas. Effective February 1, 2026, D & […]
February 05, 2026
A new recertification window is now open for the 2026 grantee recertification period for Consolidated Health Centers, Federally Qualified Health Centers & Look-Alikes, Ryan White Clinics, Comprehensive Hemophilia Treatment Centers, […]
February 04, 2026
The One Big Beautiful Bill Act (OBBBA) introduces a series of downstream financial impacts that hospitals should closely monitor, particularly as they relate to Medicaid coverage shifts and the resulting […]
Brandon Boswell’s perspective reflects Blue & Co.’s commitment to innovation and forward-thinking growth. Brandon is focused not only on working in the business, but on working on the business. We appreciate his strategic mindset, curiosity, and dedication to building what’s next at Blue.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q040lc_Q0.
Lending a Hand 🤝![]()
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The Blue Foundation, an employee-led and funded foundation, came together recently for its annual meeting to share wins from the past year, plan for the future, and discuss how they can make the biggest impact on our communities. Putting that purpose into action, the group packed cold-weather bags for WheelerMission, providing warmth and essential supplies to individuals facing winter conditions.
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