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.
Want updates like these sent directly to your inbox?
March 31, 2023
By Nancy Orben, CPA, Senior Manager, Laura Philpot, Senior Accountant, Business Services, and Lisa Totten, Senior Accounting Specialist at Blue & Co. Attention all not-for-profit organizations! Are you currently using QuickBooks Point of Sale in your gift shops, ticket sales, or day-to-day business? If so, you may have heard the recent news that Intuit will […]
March 14, 2023
Trusted Insights from The National Bank of Indianapolis Nonprofit Services Team Not-for-profit organizations are increasingly falling victim to fraud, with a rising number of incidents and an ever-growing amount of money being lost. Fraudsters find it easy to target not-for-profits, as their publicly available 990s provide valuable information. Protecting your organization from such fraudulent activities […]
March 10, 2023
Rising interest rates and historic inflation are impacting hospital purchasing decisions. Using capital efficiency concepts in making hospital purchasing plans is as important as ever. What is Capital Efficiency? Capital efficiency refers to how effectively a hospital deploys its resources to generate returns. In the context of fixed assets and software purchases, capital efficiency involves […]
March 09, 2023
By Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. A pass-through entity tax proposal is currently making its way through the Kentucky General Assembly as part of a larger tax omnibus bill (Kentucky House Bill 360). The pass-through entity (PTE) tax provisions in the bill are intended to be retroactive to January 1, […]
March 08, 2023
We’re entering the final weeks of Period 4 reporting period that closes on March 31, 2023. Period 4 reporting is required for any organization that received more than $10,000 in the aggregate from the Phase 4 PRF distributions and the ARP Rural payment between 7/1/21 and 12/31/21. Most recipients of Phase 4 and ARP Rural […]
March 03, 2023
Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit Requirements Historically, an employee benefit plan has been required to receive an annual audit by an Independent Qualified Public Accountant (IQPA) when filing its Form […]
March 02, 2023
CARMEL, Ind. (March 2, 2023) – Blue & Co., LLC is honored to be named among Indiana’s Best Places to Work by the Indiana Chamber of Commerce. This is the 14th year Blue & Co. has made the list and the fourth year to be designated as a Hall of Fame company for displaying sustained […]
March 01, 2023
Conducting a feasibility study is an essential step in determining the viability of implementing a new healthcare program, service, or project. These studies help healthcare organizations assess the potential risks and benefits of their proposed projects before investing significant time, money, and resources into planning for them. Feasibility Studies 101 Feasibility studies typically involve an […]
February 24, 2023
By Laura Rakaska, CPA, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. On February 22nd, Governor Eric Holcomb signed Indiana Senate Enrolled Act 2, making Indiana the 30th state to enact pass-through entity tax (PTET) legislation. This bill received full bipartisan support because it levels the playing field for businesses […]
February 20, 2023
By Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Kentucky House Bill 1 was signed into law by Governor Beshear on Friday, February 17th. It reduces the individual income tax rate another 0.5 percent in 2024. This is a continuation of what we saw in 2022. Last year’s legislation (HB 8) gave us […]
February 20, 2023
By: Mike Gricius, Senior Manager at Blue & Co. While not-for-profits rely heavily on grants and donations to fund their charitable missions, they can also explore other funding options, such as Program-Related Investments (PRIs). PRIs offer a unique opportunity for not-for-profit entities to invest in a way that generates both social impact and financial returns. […]
February 15, 2023
CARMEL, Ind. – Blue & Co., LLC is delighted to share that Kayla May, CPA, has been selected as a 2023 Indy’s Best & Brightest Honoree by the Junior Achievement of Central Indiana. The event honors 100 of central Indiana’s most outstanding young professionals in 10 different industries. “Junior Achievement of Central Indiana is such […]
February 13, 2023
Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with our clients to make sure each audit experience is an efficient, yet effective, one! While the list below was put together with first-year audits in […]
February 07, 2023
If you have attended a continuing education conference in the past year or opened your business’ mail since 2021, you have likely heard that you might be eligible for a tax credit of up to $26,000 per employee! While that might be true, eligibility for the Employee Retention Tax Credit is more nuanced than the advertisements […]
February 06, 2023
By Amy Sandlin, CPA, Tax Senior Manager and Laura Rakaska, CPA, Tax Manager Indiana is expected to enact pass-through entity (PTE) level tax legislation in mid-February 2023. The tax changes in the bill are intended to be retroactive, which means it could have a significant impact on your 2022 taxes for pass-through entities and PTE […]
Webinars
December 06, 2022
Blue & Co. and Vsimple hosted a webinar on Tuesday, December 6, from 10:00 a.m. to 11:00 a.m. EST entitled Workflow Management: How Hearn Construction is Standardizing & Simplifying Their Business Processes Using Vsimple. This is part one of a series of use case examples demonstrating the success that client’s of Vsimple have discovered while […]
March 30, 2022
Download Webinar Resources On April 6, Blue & Co. held a webinar entitled Myths and Facts of Commercial Loan Reviews. Panelists debunked common loan review myths and presented the facts and practical tips and lessons learned related to commercial loan review. Duration: 1 Hour CPE not available Download Presentation Here Watch a Recording of the […]
January 21, 2022
You’re Invited Join Blue & Co. on Wednesday, February 9 at 12:00 PM EST for a webinar entitled A Guide to the Kentucky Tangible Personal Property Tax Return for Manufacturers. This presentation will walk through the Kentucky Tangible Personal Property Tax Return and identify common preparation errors & potential tax savings opportunities. Duration: 1 hr. CPE Credit: […]
November 22, 2021
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 […]
November 17, 2021
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 […]
November 09, 2021
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 […]
