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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-smart getaways: How to combine business trips with vacation days

Tax-Smart Getaways: How to Combine Business Trips with Vacation Days

Summertime means sunny days, warmer weather, and opportunities to take a hard-earned vacation.  As a self-employed person or a business owner, there are ways to combine a business trip with […]

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IRS Updates Rules for Personal Use of Employer-Provided Vehicles

IRS Updates Rules for Personal Use of Employer-Provided Vehicles

The IRS recently announced the inflation-adjusted maximum value of an employer-provided vehicle under the vehicle cents-per-mile rule and the fleet-average value rule. Employers can use the rules to value an […]

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Hire Your Children this Summer – A Win for Everyone!

Hire Your Children this Summer – A Win for Everyone

If you’re a business owner and you hire your children (or grandchildren) this summer, you can receive various tax breaks along with other non-tax benefits. The kids can gain on-the-job […]

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Now is the Time to Check your Withholding

Now is the Time to Check your Withholding

Due to the massive changes in the Tax Cuts and Jobs Act (TCJA), the 2019 filing season resulted in surprises. Many filers who received refunds in past years wound up […]

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Will you pay tax on the sale of your home?

Will you pay tax on the sale of your home?

The residential real estate market has been booming as of late. Interest rates are favorable and buyers have larger budgets to purchase the home of their dreams. The spring and […]

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Roth 401(k) Plans — why they should be utilized

Roth 401(k) Plans: Why they should be utilized

Roth 401(k) accounts are relatively a new retirement plan option that allows for tax-free earnings and distributions. Studies have shown the number of available Roth 401(k) plans are increasing every […]

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New electric vehicle purchase can provide a generous tax credit.

New Electric Vehicle Purchase Can Provide a Generous Tax Credit

The market for plug-in electric vehicles (EVs) is still small compared with other cars on the road, but it’s growing thanks in part to a federal tax credit offering. If […]

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The taxpayer advocate

The Taxpayer Advocate

By Miranda Aavatsmark Perseverance. Confidence. Heart. Guts. Willpower. Tenacity. Dedication. The attributes above come to mind when I think of great fighters. Some of the legends include Muhammad Ali, Rocky […]

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General Tax Document Retention Guidelines

General Tax Document Retention Guidelines

After filing your 2018 income tax return (or requesting an extension), your office is still full of reams of paper consisting of years’ worth of tax returns, receipts, canceled checks […]

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Can't Itemize? Maximize Your Above The Line Deductions

Can’t Itemize? Maximize Your Above The Line Deductions

The limitations on itemized deductions have gotten a lot of attention under the new Tax Cuts and Jobs Act (TCJA). More individuals will take advantage of the standard deduction instead […]

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Reminder: Annual gift tax returns are due April 15th

Reminder: Annual gift tax returns are due April 15th

If you made any large gifts to your children, grandchildren, or other heirs last year, it’s important to determine if you are required to file a 2018 gift tax return […]

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Small business owners still have time to set up a deductible contribution to a SEP retirement plan for 2018

Small Business Owners Still Have Time to Set Up a Deductible Contribution to an SEP Retirement Plan for 2018

Business owners who don’t yet have a tax-advantaged retirement plan still have time to establish one and reduce their 2018 tax bill. For example, a Simplified Employee Pension (SEP) can […]

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A Hidden Gem for Startup_Emerging Companies_ Utilizing the R&D Credit Against Payroll Taxes

A Hidden Gem for Startup/Emerging Companies: Utilizing the R&D Credit Against Payroll Taxes

Companies of all sizes can benefit from the Research and Experimentation tax credit (R&D Credit) which has been around since 1981. This credit aims to reward businesses for increasing the […]

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Am I able to itemize for 2018?

Am I able to itemize my taxes for 2018?

The Tax Cuts and Jobs Act (TCJA) limits or eliminates several itemized deductions that have been available to many individual taxpayers. Here are five deductions reduced or eliminated by the […]

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What’s the Difference? Actual Home office expenses vs. the simplified method

What’s the Difference? Actual Home Office Expenses vs. the Simplified Method

Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the […]

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Webinars

one big beautiful bill act

Tracking the ‘One Big Beautiful Bill Act’: House Passes, What’s Next?

By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. The “One Big Beautiful Bill Act” (H.R. 1) narrowly passed the House on May 22, 2025, and headed to […]

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real estate dealer

Real Estate Dealer vs. Investor: Why the IRS Cares (and You Should Too)

By: Nathan Smith, CPA, Senior Manager at Blue & Co. “You can’t have it both ways” is a sentence many CPAs may have expressed to their clients at one time […]

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kentucky disaster relief

IRS Postpones Tax Deadline & Provides Disaster Relief for Kentucky

By Amy Sandlin, CPA, Tax Quality  The Internal Revenue Service (IRS) announced significant tax relief for individuals and businesses in Kentucky affected by severe storms, straight-line winds, flooding, and landslides […]

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passive real estate

Passive Real Estate: What You Need to Know

By: Lance Williams, CPA, Senior Manager, and Kimber Sutton, CPA, Senior Accountant at Blue & Co. Its March 1 and you are gathering your tax documents to drop off to […]

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QuickBooks Online: Important Changes to Year‑End 1099 and W2 Tax Forms for 2024

As we approach year end, please see the information below that outlines the new fee structure for 1099 and W-2 forms printed and mailed by Intuit’s QuickBooks. If you have […]

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Beneficial ownership information report

Beneficial Ownership Information Report –New 2024 Requirement

By Amy Sandlin, CPA, Tax Quality Control at Blue & Co. Tens of millions of businesses are estimated to be now required to file a Beneficial Ownership Information Report (“BOIR”) […]

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