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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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Requirements for claiming a charitable donation on your taxes

Requirements for Claiming a Charitable Donation on Your Taxes

It’s time to file your taxes and you’ve likely begun receiving letters from charities acknowledging your 2018 year-end donations. To take a charitable donation deduction, you must itemize and you […]

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Business tax limitations to increase for 2019

Business Tax Limitations to Increase for 2019

Many business tax limitations are annually indexed for inflation, and a number of these have gone up for 2019. There are also new limitations related to section 199A, which were […]

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2019 – Significant Tax Law Changes for Individuals

Significant Tax Law Changes for Individuals in 2019

As the result of the Tax Cuts and Jobs Act (TCJA), many changes to the tax law went into effect in 2018 and either apply through 2025 or are now […]

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What’s Your Business Exit Plan_ Make It Part Of Your Tax Planning.

What’s Your Business Exit Plan? Make It Part Of Your Tax Planning

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 […]

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IRS Waives Penalty for Some Who Underpaid Their Taxes in 2018

If you didn’t adjust your withholdings or estimated tax payments in 2018 and now owe tax, you could qualify for penalty relief. On January 16, 2019, the Internal Revenue Service […]

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Taxable Income too high for 2018? Consider Paying Bonuses to Employees

Taxable Income too high for 2018? Consider Paying Bonuses to Employees

With the passing of the New Year, many tax planning strategies businesses use to reduce their tax liability for the year expire. However, you may be able to accrue and […]

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Year-End Review of New Tax Law Changes

Year-End Review of New Tax Law Changes

As 2018 comes to a close, reviewing the changes to the new tax laws can prove to be vital as business owners and individuals plan for their 2018 tax liability. […]

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Net Operating Loss Changes under the TCJA

Net Operating Loss Changes under the TCJA

Prior to the Tax Cuts and Jobs Act (TCJA), Net Operating Losses (NOLs) generated allowed taxpayers to carry back the loss two years and/or carry it forward up to 20 […]

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Year-end tax planning checklist for individuals

Year-End Tax Planning Checklist for Individuals

As 2018 comes to a close, here are a few quick tax items to address before the end of the year: Check your FSA balance. If you have a Flexible […]

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How to Calculate Parking Expenses Additions to Unrelated Business Income

How to Calculate Parking Expenses Additions to Unrelated Business Income

One of the biggest questions arising from the passing of the Tax Cuts and Jobs Act (TCJA) involves the add-back of disallowed fringe benefit deductions to an exempt organization’s unrelated […]

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Individual Federal Income Tax Planning

By Miranda L. Aavatsmark Originally published in The Kentucky CPA Journal. It’s beginning to look a lot like….tax time! Looking back at all of the tax law changes, interpretations and […]

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What do the 2019 Cost-of-Living Adjustments Mean for You?

What do the 2019 Cost-of-Living Adjustments Mean for You?

The IRS has announced its 2019 cost-of-living adjustments to tax items that might affect you. Many of the amounts increased to account for inflation, but some remained at 2018 levels. […]

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Holiday Gifts and Parties: When are They Deductible or Taxable?

Holiday Gifts and Parties: When are They Deductible or Taxable?

The holiday season is a great time for businesses to show their appreciation for employees and customers by giving them gifts or hosting holiday parties. Before you begin shopping or […]

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Should You Prepay Your Property Taxes?

Should You Prepay Your Property Taxes?

Prepaying property taxes related to the current year that are due the following year has long been one of the most popular and effective year-end tax-planning strategies. But, does it […]

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Charitable gifts may or may not save you taxes this year

Charitable Gifts May or May Not Save You Taxes This Year

In past years, it has been the norm to make charitable donations to not-for-profit organizations at the end of the year as a tax savings strategy and in the spirit […]

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Webinars

No Tax on Tips and Overtime? The One Big Beautiful Bill Explained for Employers

The One Big Beautiful Bill brings sweeping changes to employer reporting and compensation practices — and understanding the details is critical to avoiding costly mistakes. In this recorded webinar, Blue […]

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What’s In The One Big Beautiful Bill? Practical Tax Insights from Blue & Co.

The highly anticipated “One Big Beautiful Bill” has passed – and with it comes sweeping tax changes that could significantly impact your business. This recorded webinar unpacks key provisions of […]

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IRS Announces Impacts of OBBB to the 2025 and 2026 Form W-2

By Sara Jacobi, CPA, CEPA, Director of Taxation at Blue & Co. The One Big Beautiful Bill (“OBBB”), introduced two “no tax on” provisions that impact both employers and employees […]

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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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one big beautiful bill signed into law

The One Big Beautiful Bill Is Law—Now What?

By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. On July 4, 2025, President Trump signed into law a sweeping budget reconciliation bill, informally titled the “One Big […]

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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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