fbpx

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.

Want updates like these sent directly to your inbox?

Subscribe to our Newsletters

Year-End Planning: Mutual funds

Year-End Tax Planning: Mutual funds

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 […]

Learn More
Estate & Trust 199A/TCJA Update

Estate & Trust 199A/TCJA Update

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 […]

Learn More
Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability

Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability

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 […]

Learn More
Make 2019 NQDC Plan Deferral Elections Now

Make 2019 NQDC Plan Deferral Elections Now

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 […]

Learn More
Tax Benefits for Donating Appreciated Stock

Tax Benefits for Donating Appreciated Stock

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 […]

Learn More
Research credit will apply to more taxpayers thanks to the TCJA

Research Credit Will Apply to More Taxpayers Thanks to the TCJA

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 […]

Learn More
New Tax Provisions to Reduce Your Tax Bill in 2018

New Tax Provisions to Reduce Your Tax Bill in 2018

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 […]

Learn More
Don’t Overlook How to Maximize Medical Expenses in 2018

Don’t Overlook How You Can Maximize Medical Expenses in 2018

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 […]

Learn More
Should I Sell My Business by Installment Sale_ (2)

Should I sell my business by installment sale?

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 […]

Learn More
Take Advantage of the Opportunity Zone Tax Incentive

Take Advantage of the Opportunity Zone Tax Incentive

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 […]

Learn More
It’s Time to Review Your Investments for Tax Planning

It’s Time to Review Your Investments for Tax Planning

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 […]

Learn More
A New Target in Tax Identity Theft: Your Business

A New Target in Tax Identity Theft: Your Business

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 […]

Learn More
New TCJA Guidance on the Family and Medical Leave Tax Credit and Employee Moving Expense Reimbursements

New TCJA Guidance on the Family and Medical Leave Tax Credit and Employee Moving Expense Reimbursements

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 […]

Learn More
New Benefits of Employee Travel Expense Reimbursement Plans Under TCJA

New Benefits of Employee Travel Expense Reimbursement Plans Under TCJA

Do you reimburse your employees for business travel expenses? If you don’t, you may want to consider implementing a reimbursement plan, because changes under the Tax Cuts and Jobs Act […]

Learn More
How to Maximize the Tax Deduction for Donating Artwork to Charity

How to Maximize the Tax Deduction for Donating Artwork to Charity

Assuming you’re charitably inclined and you collect art, appreciated artwork can make one of the best charitable donations from a tax perspective. Donating appreciated property has two benefits, first, a […]

Learn More

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 […]

Learn More
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 […]

Learn More
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 […]

Learn More
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 […]

Learn More

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 […]

Learn More
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”) […]

Learn More