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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March 21, 2018
A nonprofit entity is required to maintain proper records to ensure the organization complies with tax rules and regulations. If an organization is unable to provide supporting documentation proving qualification […]
February 28, 2018
The Indiana State Board of Accounts (SBA) has the responsibility of examining the accounts and financial records for all state entities and entities receiving public money within the state of […]
February 12, 2018
Provisions of the 2017 Tax Cuts and Jobs Act, H.R. 1, are expected to have significant impacts on charitable giving, among other changes that will affect not-for-profit organizations (NFPs) both […]
January 12, 2018
On December 22, President Trump signed into law the “Tax Cuts and Jobs Act” (P.L. 115-97), a sweeping tax reform law that will entirely change the tax landscape. The legislation […]
December 19, 2017
Also, read: “12 Days of Tax Tips – Part 1” Part 2 Table of Contents: Six check-up questions for end-of-year withholding Five steps to remember when making a charitable […]
December 13, 2017
As the year comes to a close, we have collected twelve IRS lists with tax tips for year-end planning, safekeeping, reporting, and giving. Part 1 Table of Contents: Twelve worst […]
November 22, 2017
Written by Mickie Murphy, ERPA, QPA, QKA In 2007, the Internal Revenue Service published 403(b) regulations requiring that all 403(b) plans have a written plan document in place by December […]
November 01, 2017
How Charitable Organizations Can Help Victims Of Emergency Hardships Or Disasters Charitable organizations can assist those facing emergency hardships and disaster victims in a variety of ways. Organizations may provide […]
October 11, 2017
Update published on June 5, 2020: FASB issued Accounting Standards Update (ASU) 2020-05, Revenue from Contracts with Customers (ASC 606) and Leases (ASC 842) Effective Dates for Certain Entities, as part of […]
October 10, 2017
Even though there have been several attempts this year to repeal the Patient Protection and Affordable Care Act (the “ACA”), the efforts have not been successful. Additionally, the attempted repeal […]
September 22, 2017
When an organization provides grants to individuals, it may be required to complete specific schedules on the Form 990. Organizations that provide grants or assistance to interested persons must complete […]
August 30, 2017
Beginning in the calendar year 2018, and fiscal years ending in 2019, nonprofit organizations will be required to present expenses both by their functional and natural classification, in a manner […]
August 09, 2017
On August 18, 2016, the Financial Accounting Standards Board (FASB) issued an Accounting Standards update (ASU) No. 2016-14 Presentation of Financial Statements of Not-for-Profit (NFP) Entities. This update is meant […]
July 05, 2017
by Ashley Jones, CPA, Manager Following the headlines from any news source these days, it seems that cyber security is just about always trending. While this is not a new […]
June 19, 2017
by Nancy Kirchner, CPA, Manager Federal law allows nonprofit organizations to engage in a certain amount of income-producing activity that is not related to its exempt purpose. However, the IRS […]
Webinars
July 29, 2026
By Beth Anne Akers, CPA, Manager, and Caroline Paulus, CPA, Manager at Blue & Co. An endowment fund is a powerful signal of an organization’s long-term commitment to its mission. […]
July 07, 2026
By Luke Lamb, CPA, Senior Manager, and Cory Schunemann, CPA, Manager at Blue & Co. In the past month, the Office of Management and Budget (OMB) announced proposed changes to […]
June 15, 2026
By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]
May 27, 2026
By Chad Nieter, CPA, Senior Manager at Blue & Co., and Joel Barnett, Technical Account Executive at Blue Pioneer Consulting Fraud prevention isn’t something leadership can simply hand off to […]
May 06, 2026
By Rick Shields, CPA, Principal at Blue & Co. Not-for-profit organizations that accept donations through their websites face a relatively new risk: credit card testing (also known as “carding”). If […]
April 13, 2026
By Joell Grisel, CPA, Director at Blue & Co. Financial technology keeps evolving at a pace that is hard for many not-for-profits to keep up with. At Blue & Co., […]
Resources
Join us in congratulating Tyler Hornaday for being appointed to the Indiana HFMA Board of Directions as their Assistant Treasurer!![]()
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This well-deserved achievement is a testament to Tyler's leadership, dedication, and commitment to advancing the healthcare finance profession.![]()
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We are proud to see him take on this important role and look forward to the valuable contributions he will make.
Luke Lamb’s experience highlights the collaborative culture and growth opportunities that define life at Blue & Co. Through meaningful mentorship, accessible leadership, and a team-oriented environment, Luke has been able to take on new challenges and continue growing professionally.![]()
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We are committed to investing in our people at every stage of their career, creating opportunities to learn, build relationships, and become well-rounded leaders.![]()
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To learn more about what makes Blue & Co. such a great place to work, head to hubs.la/Q04kyGPT0
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