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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September 07, 2016
Certain transactions can be considered automatic issues for an organization if conducted with an interested person. Transactions providing an economic benefit that exceeds the value of considerations given are known […]
August 20, 2016
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 Entities that simplifies and improves how […]
July 27, 2016
Payroll compliance may not seem like a concerning issue to your organization. You have hired an outside payroll provider. That provider diligently pays employees every two weeks, remits payroll taxes, […]
October 04, 2013
By: Shawn Williams, CPA, FHFMA, Audit Senior Manager As a current board member for several not-for-profit organizations, my fellow board members and executives seek my advice when reviewing and dissecting […]
June 27, 2013
By: Annmarie Novotney, CPA, Senior Accountant In an age of social media, online fundraising, and increased volume of organizations in the market, nonprofit entities in the United States are fighting […]
December 06, 2012
By: Marcus Frank, CPA, Senior Accountant Not-for-profit organizations often find themselves short on adequate resources to implement the ideal internal control environment, especially regarding segregation of duties. Adequate segregation of […]
November 01, 2012
By: Ashley Jones, CPA , Senior Accountant Many businesses, including not-for-profits, are taking advantage of social media to promote marketing and solicit donations. Social media has proven to be an […]
July 19, 2012
Organizations that qualify for tax exemption in section 501(c)(3) are considered private foundations unless they fall under one of the categories specifically excluded from the definition of private foundation in […]
June 21, 2012
By Mike Gricius, CPA – Manager Should your organization offer gaming as a means of raising additional funds? Several charitable organizations are actively using raffles and other gaming activities as a fundraising […]
May 17, 2012
By: Ashley Jones, Staff Accountant When creating a marketing strategy, not-for-profits (NFPs) need to identify their target audience for soliciting donations. “The 2011 Study of High Net Worth Women’s Philanthropy […]
April 12, 2012
By Greg Heitkamp, CPA – Senior Accountant Management team members of not-for-profit organizations are frequently asked questions such as the following: Are we meeting our budget? Do we have enough cash? What is […]
April 05, 2012
By: Robert Moreland, CPA,Tax Manager and Kara Clark, CPA, Staff Accountant In 2004, the Internal Revenue Service, through the Exempt Organizations Office of the Tax Exempt and Government Entities Division, […]
March 15, 2012
By: Shawn P. Williams, CPA, Audit Senior Manager Note: This article concludes a three-part series discussing issues that may jeopardize an organization’s tax exempt status. Part one provided an overall discussion […]
March 08, 2012
By: Bob Moreland, CPA, Manager Note: This article is part two of a three-part series discussing issues that may jeopardize an organization’s tax exempt status. Part one provided an overall discussion […]
March 01, 2012
By: Chad Robinson, CPA, Senior Accountant Note: This article begins a three-part series discussing issues that may jeopardize an organization’s tax exempt status. Part one will provide an overall discussion […]
Webinars
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., […]
March 24, 2026
By Makalynn Funk, CPA, Senior Accountant at Blue & Co. April Fools’ Day brings around lots of fun pranks and punchlines, and while we all have fun with these little […]
March 09, 2026
By Angela Crawford, CPA, Director at Blue & Co. Overview of Recent IRS Guidance on Group Exemptions The Internal Revenue Service (IRS) has held ongoing concerns about the administration of […]
February 25, 2026
By Marcus Moore, CPA, Manager at Blue & Co. Nonprofit boards are responsible for protecting mission, strategy, and long-term sustainability. Yet in many boardrooms, the most important question is rarely […]
February 03, 2026
By Angela Crawford, CPA, Director at Blue & Co. Indiana Form NP-20R, Not-For-Profit Organization’s Report Indiana not-for-profits are required to file Form NP-20R every five years. The due dates for […]
Resources
At Blue & Co., our interns don’t just observe—they contribute, learn, and grow in meaningful ways. From hands-on client work to mentorship and real-time feedback, the experience is designed to build confidence and capability from day one.![]()
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If you’re exploring a future in accounting, getting a behind-the-scenes look can make all the difference.![]()
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Read what a day in the life of a tax intern is really like: hubs.la/Q04cz8mq0
Qualified Opportunity Zones (QOZs) are back in focus, and the rules are changing.![]()
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Originally introduced under the Tax Cuts and Jobs Act, QOZs were set to sunset in 2026. Now, new legislation has extended the program, introduced rolling designation periods, and updated how and when deferred gains are recognized.![]()
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For investors, this creates both opportunity and complexity. Understanding how these changes impact existing investments, and what they mean for new ones, is key to making informed decisions.![]()
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Click below to read more about what’s changed and what to consider going forward![]()
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