October 29, 2021
Breaking: Build Back Better Plan
By: Derek Gray, CPA, Director Before departing for Europe to attend the G20 Leaders’ summit and climate talks at the COP26 summit, President Biden announced that Congress had agreed to […]
Read MoreCategory: Tax
October 25, 2021
Webinar: Tax Reform: What does it mean for you and your distillery?
You’re Invited! Join Blue & Co. and the American Distilling Institute (ADI) on Thursday, November 4 from Noon to 1:00 PM EST for a webinar entitled Tax Reform: What does […]
Read MoreSeptember 24, 2021
IRS Federal Penalty Assessment and Abatement – The More You Know
By: Thomas Nowak, Principal Typically, when taxpayers receive a notice and are assessed penalty and interest related to their federal income and informational tax returns, there is a tendency to […]
Read MoreSeptember 14, 2021
Ways and Means Proposed Tax Increases
By: Derek Gray, CPA, Director On the morning of September 13, 2021, the House Ways and Means Committee released details of proposed tax increases totaling $2.9 trillion. The revenue raised […]
Read MoreAugust 26, 2021
How Did the American Rescue Plan Affect your Child Tax Credits?
By: Aimee Reavling, CPA, Director & Andy Arnold, CPA, Senior Accountant The American Rescue Plan Act of 2021 was passed by Congress in March 2021 to aid economic recovery from […]
Read MoreAugust 13, 2021
Employee Retention Credit Relief and Impact on Taxpayers Continues
B: Aimee Reavling, CPA, Director & Justin Gubser, JD, CPA, Manager With the expansion of the Employee Retention Credit (ERC) under the Taxpayer Certainty and Disaster Relief Act of 2020 […]
Read MoreAugust 13, 2021
Senate Passes Bipartisan Infrastructure Bill
By: Derek Gray, CPA, Director & Chuck Mallick, Senior Manager On August 10, 2021, the Senate passed a bipartisan infrastructure bill. The $1 trillion bill now moves to the House, […]
Read MoreJuly 27, 2021
Update on Status of ERC Refunds & PPP Forgiveness Questionnaire
By: Alaina Fischer and Damien Strohmier, CPA, CCIFP ERC Refunds Did you file an Employer’s Quarterly Federal Tax Return or a Tentative Refund form and are waiting on a refund? […]
Read MoreJune 17, 2021
Estate and Gift Planning in Uncertain Times
By: Derek Gray, CPA, Director, and Chuck Mallick, CPA, Senior Manager On the campaign trail, President Biden frequently mentioned significant changes to the estate tax. His proposals generally centered around […]
Read MoreJune 11, 2021
Changes to Capital Gains Tax & Planning Strategies – American Families Plan
By: Derek Gray, CPA, Director; and Amy Sandlin, CPA, Tax Manager The capital gains tax has long been part of the political tug-of-war, and with the release of President Biden’s […]
Read MoreRecent Articles View All Thought Leadership
April 29, 2026
By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]
April 28, 2026
By Jonah Gjertson, Senior Consultant at Blue & Co. Preparing to sell your business is a complicated, emotional, and logistically challenging decision with material financial implications. There are many decisions […]
April 20, 2026
For hospitals that would like to withdraw an approved Geographic Reclassification, the publishing of the FY 2027 proposed rule starts the 45-day window for withdrawing approved Medicare Geographic Classification Review […]
Every great firm starts with a strong “why.”![]()
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At Blue & Co., that “why” traces back to our founder, Ron Blue, whose values still influence how we support our people and serve our clients today.![]()
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From personalized learning opportunities to a culture that encourages growth, we’re proud to carry that legacy forward every day.![]()
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Want to learn more about where it all began?![]()
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Read the blog: hubs.la/Q04cz8Bk0
A 20-Year Relationship Recognized![]()
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We’re proud to share that Walt Eckert has been named Service Partner of the Year by long-time client P&D Builders.![]()
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This recognition reflects more than two decades of partnership, supporting P&D Builders through everything from tax and accounting to complex strategic initiatives.![]()
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Most recently, Walt worked alongside his team and Jane Shawver, President of Blue Benefits Consulting to design and implement a cash balance retirement plan launching in 2025, building on prior work to strengthen their partner buy-sell structure and long-term planning.![]()
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It’s a great example of what strong client relationships can accomplish over time.![]()
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Congratulations to Walt on this well-deserved recognition and thank you to P&D Builders for the continued trust and partnership.
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