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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The passing of the Tax Cuts and Jobs Act (TCJA) in December 2017 brought about some of the largest changes for exempt organizations since the reformatting of the Form 990 […]
When the majority of your liquid assets are tied up in your business, saving for retirement can be difficult. However, setting up a tax-advantaged retirement plan can help plan for […]
Now is the time to review your mutual fund holdings! Before the end of the year, it’s a common strategy to review the mutual fund holdings in your taxable accounts […]
A lot of time has been spent examining the implications of tax reform as it relates individuals and businesses. Yet, estates and trusts were also significantly impacted by the Tax […]
There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]
Employers may offer executives or other key employees a nonqualified deferred compensation (NQDC) plan. NQDC plans pay employees in the future for services currently performed. The plans allow deferral of […]
Many taxpayers have utilized charitable deductions to help minimize their tax liability. As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you […]
Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]
The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year. These new, along with […]
The cost of healthcare has been on an upward trajectory for years. With proper planning, taxpayers could take advantage of deducting medical expenses in 2018, but only if you itemize […]
You’ve spent years building your company and doing the same thing day in and day out. Are you ready to retire or take advantage of another career opportunity? Whatever your […]
The Opportunity Zone Tax incentives are a new community development program established by the Tax Cuts and Jobs Act (TCJA). The incentive program allows taxpayers to defer tax on capital […]
This time of year, taxpayers with investments should be reviewing their portfolio to determine year-to-date gains and losses. If you are projecting large capital gains, it might be a good […]
Data breaches are on the rise and many businesses are being reactive instead of proactive. It is hard to recover from bad publicity and loss of consumer trust. Not only […]
The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their qualifying employees paid family and medical leave in 2018 and […]
Webinars
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]