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Thought Leadership

When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.

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Tax Relief for Natural Disasters – What to Consider

By: Emily Elliott, and Amy Sandlin, CPA When a natural disaster wreaks havoc on your business or home, taxes might be the last thing on your mind, but they may be worth thinking about. In many cases, the IRS provides disaster victim tax relief that can allow you to extend your filing date and payment […]

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Period 2 Reporting Portal

Period 2 Reporting Portal is Now Open: PRF Update

It’s the second week of January and the Provider Relief Fund reporting portal is open for Period 2 reporting. The portal will remain open until March 31, 2022 and is for reporting on payments received between July 1, 2020 and December 31, 2020. The layout and design of the portal is unchanged from Period 1, […]

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Accurate Revenue Reporting Consideration Topics for Nonprofits

By: Jason Terwilliger, CPA, CIA, Manager Communication is a cornerstone of any effective team of individuals working together to achieve common goals. This is especially true for the accounting and development departments in nonprofit organizations. When it comes to accurately reporting on an organization’s financial position, both accounting and development have important roles. Development staff […]

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2022 Physician Fee Schedule Final Rule

2022 Physician Fee Schedule Final Rule: Highlights

Do you know that CMS is making significant changes to split/share and critical care services in 2022? Are your providers aware of the changes? Are they prepared to modify the documentation of these services? Are your coders prepared to report the required modifier? On November 2, 2021, CMS released the 2022 Physician Fee Schedule Final […]

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Deferred Payroll Tax Payments

Employers who made the election to defer 2020 social security tax payments per provided CARES Act relief issued in March of 2020 are required to remit the first repayment by December 31, 2021. The second portion can continue deferral until December 31, 2022. To avoid penalties and interest, at least half of the total deferred […]

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Consolidation Among Not-for-Profits – Common Misconceptions

By: Rick Shields, CPA, CFE, Principal Not-for-profit (NFP) organizations often operate in an environment of affiliates with the assumption that all entities are part of one overall unit. This may be correct, however, as with many aspects of accounting, it is not as simple as it may seem on the surface. Below is an introductory […]

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Impairment Diagnoses in Outpatient Physical and Occupational Therapy

Impairment Diagnoses in Outpatient Physical and Occupational Therapy

How would you like to reduce medical necessity denials in your outpatient therapy services? One way to do that is to ensure your therapists are capturing the impairment diagnoses in the plan of care. What is Impairment Diagnoses? Chapter 15 of the Medicare Benefit Policy Manual states: “a diagnosis (where allowed by state and local law) […]

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What does the Infrastructure Investment and Jobs Act mean for the Employee Retention Credit (ERC)?  

By: Justin Gubser, JD, CPA, Manager Update 12/14/2021: The IRS recently issued guidance with Notice 2021-65 providing relief to employers who were anticipating Employee Retention Credits for the fourth quarter of 2021 but are no longer eligible based on the elimination of the ERC with the Infrastructure Act. If employers follow the steps provided in […]

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Tax Strategies to Know in Residential Real Estate

Whether you’ve bought or sold a home in the last few years or have lived in the same house for 30 years, you’ve probably heard how crazy the market is. Many sellers are receiving all-cash offers, sight unseen, within hours of listing. You must be on top of your game to maximize the sales price, […]

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On Demand Webinar: Tax Planning for Year-End and 2022

Join Blue & Co. presented a webinar entitled Tax Planning for Year-End and 2022. on Wednesday, December 8 at 12:00 PM EST. Duration: 1 Hour CPE Available Recording of the webinar, presentation slides, and other helpful documents will be emailed after the event. To Download Resources, Fill Out the Form Below:  Panelists will discuss: Tax reform […]

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Employee Retention Credit – Calculation Specifics for Nonprofit Organizations

The Employee Retention Credit (ERC) is a refundable payroll tax credit your not-for-profit (NFP) organization may be eligible to claim. The ERC was originally enacted with the CARES Act in March of 2020 and was extended and expanded with the Taxpayer Certainty and Disaster Tax Relief Act of 2020, which passed in December 2020. An […]

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Tax Reform Distillery

Webinar: Tax Reform – What Does it Mean for You and Your Distillery?

You’re Invited! Join Blue & Co. and the Kentucky Distillers’ Association (KDA) on Thursday, December 9 at 10:00 AM EST for a webinar entitled Tax Reform: What does it mean for you and your distillery? Presented by the Beverage Services Group at Blue & Co., LLC., this session will discuss the potential tax outlook for distilleries […]

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Executive Compensation: Who is Required to be Listed on Part VII of the Form 990?

Part VII of the Form 990 is one of the more closely examined and highly scrutinized sections of an exempt organization’s tax return, both from the public and potential donors as well as other organizations and businesses. This is mainly because this section reports compensation for the listed individuals. For this reason, it is important […]

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Employer Retention Credit (ERC) Ends Early – But Opportunities Remain

By: Aimee Reavling, CPA, Director Update 12/14/2021: The IRS recently issued guidance with Notice 2021-65 providing relief to employers who were anticipating Employee Retention Credits for the fourth quarter of 2021 but are no longer eligible based on the elimination of the ERC with the Infrastructure Act. If employers follow the steps provided in the […]

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Pile of blue masks | Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandate

On-Demand Webinar: COVID-19 Vaccine Mandate in the Workplace

President Biden’s administration recently announced its Path Out of the Pandemic action plan which included specific guidance around a COVID-19 vaccine mandate. The action plan calls for employers with 100 or more employees to require employees to be vaccinated or submit to weekly tests, as well as requiring vaccinations for federal employees, contractors, and hospitals […]

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Webinars

Tax Reform Distillery

Webinar: Tax Reform – What Does it Mean for You and Your Distillery?

You’re Invited! Join Blue & Co. and the Kentucky Distillers’ Association (KDA) on Thursday, December 9 at 10:00 AM EST for a webinar entitled Tax Reform: What does it mean for you and your distillery? Presented by the Beverage Services Group at Blue & Co., LLC., this session will discuss the potential tax outlook for distilleries […]

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Pile of blue masks | Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandate

On-Demand Webinar: COVID-19 Vaccine Mandate in the Workplace

President Biden’s administration recently announced its Path Out of the Pandemic action plan which included specific guidance around a COVID-19 vaccine mandate. The action plan calls for employers with 100 or more employees to require employees to be vaccinated or submit to weekly tests, as well as requiring vaccinations for federal employees, contractors, and hospitals […]

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COVID Vaccine Mandates & Your Organization Webinar

Join Us! Join Blue & Co., Current HR, and DBL Law on November 16th from 2 p.m. to 3 p.m. EST for a webinar covering the new COVID vaccine mandates and what it means for your ogranization. President Biden’s administration recently announced its Path Out of the Pandemic action plan. The action plan calls for […]

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Join us for the Construction Summit!

You’re Invited Join us virtually for the 2nd Annual Construction Industry Summit on Thursday, October 21 from 9:00 AM – Noon.  Sessions to look forward to: Keynote Speaker: Dr. Anirban Basu will supply economic analysis of the pre-pandemic and pandemic world, and also provide a forecast for the post-pandemic world. Dr. Basu is the Chairman & CEO […]

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webinar-cybersecurity-data-management-best-practices-for-nonprofit-organizations

On-Demand Webinar: Cybersecurity & Data Management Best Practices for Nonprofit Organizations

According to a study by the University of Maryland, cyber-attacks happen on average every 39 seconds. Blue & Co. hosted a webinar on Tuesday, July 13 from 12:00 p.m. to 1:00 p.m. EST entitled Cybersecurity & Data Management Best Practices for Nonprofit Organizations. Andrew Brock, CPA, sat down with two of Blue & Co.’s cybersecurity and […]

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On-Demand Webinar: 340B Program Quarterly Update

The 340B Program has seen a lot of changes in 2021. Join Blue & Co.’s Apexus Advanced 340B Experts for a webinar on Thursday, July 15 at 12:00 p.m. In this webinar, Jason Prokopik and Chad Downing will be covering some of the current 340B trends and provide updates from recent HRSA Audits that may […]

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