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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December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program (PPP) Webinar – Free to attend On Monday, December 14 from noon – 1 p.m. EST, Blue & Co., LLC will be hosting a panel […]
November 03, 2020
By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for the future of income and estate tax planning. From an estate tax planning perspective, we have been very fortunate lately in that individuals with estates […]
April 22, 2020
by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction generally results in the company presenting a significant deficit where the company previously had equity. But does that have to be the case? How Equity […]
March 09, 2020
by Dustin Brown Buying or selling a business can be daunting. There are many items to consider such as 1) the structure of the transaction (e.g. stock or asset sale/purchase) and the related tax implications of this decision, 2) the risks associated with the business, both macro and micro, and 3) the general fear of […]
September 10, 2019
Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of ownership, some owners do not take the necessary steps to plan a sale and to maximize the value of their company and life’s work. The […]
August 27, 2019
Eventually, the ownership of every privately-held business will be transitioned in one way or another. There are many options available to transfer ownership, but they basically fall into one of the following categories: Sale/transfer to family Sale/transfer to other current owners Sale to outside parties Give to charity Initial public offering (i.e. “go public”) Liquidation […]
January 21, 2019
It may seem odd to develop a business exit plan this soon, but you must look out for your own financial future. You have to consider your company’s income and expenses and applicable tax breaks (especially if you own a pass-through entity). For example, you need to develop an exit strategy so taxes do not […]
Webinars
December 11, 2020
It’s webinar season at Blue & Co., LLC.! Check out all of our upcoming events for the week of December, 14. Monday, December 14 Panel Discussion Regarding Paycheck Protection Program (PPP) Webinar – Free to attend On Monday, December 14 from noon – 1 p.m. EST, Blue & Co., LLC will be hosting a panel […]
November 03, 2020
By Robert Evans Senior Manager at Blue and Co. LLC With just hours until election results begin pouring in, many estates are contemplating what a blue wave might mean for the future of income and estate tax planning. From an estate tax planning perspective, we have been very fortunate lately in that individuals with estates […]
April 22, 2020
by Damien Strohmier, CPA, CCIFP Considering an ESOP (Employee Stock Ownership Plan) or have you just implemented an ESOP for owner succession? The technical application of accounting for this transaction generally results in the company presenting a significant deficit where the company previously had equity. But does that have to be the case? How Equity […]
March 09, 2020
by Dustin Brown Buying or selling a business can be daunting. There are many items to consider such as 1) the structure of the transaction (e.g. stock or asset sale/purchase) and the related tax implications of this decision, 2) the risks associated with the business, both macro and micro, and 3) the general fear of […]
September 10, 2019
Business owners devote their lives to the successful growth of their companies and what is likely the most significant asset to support their retirement. Yet, in the final stages of ownership, some owners do not take the necessary steps to plan a sale and to maximize the value of their company and life’s work. The […]
August 27, 2019
Eventually, the ownership of every privately-held business will be transitioned in one way or another. There are many options available to transfer ownership, but they basically fall into one of the following categories: Sale/transfer to family Sale/transfer to other current owners Sale to outside parties Give to charity Initial public offering (i.e. “go public”) Liquidation […]
