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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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Revamped Child Tax Credit under TCJA

Revamped Child Tax Credit under TCJA

The Child Tax Credit was introduced in 1997 under the Taxpayer Relief Act. The credit has gone through many changes over the past 20 years, starting out as a $400 […]

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Tax Reform 2.0: Three New Tax Bills From the House

Tax Reform 2.0 –Three New Tax Bills From the House

Tax Reform 2.0 is making its way through Congress.  On September 13, the House Ways and Means Committee passed three separate bills that focus on making several provisions of the […]

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Turning Your Vacation Home into a Rental Property Could Save You Tax

Turning Your Vacation Home into a Rental Property Could Save You Tax

If you own a vacation home that you both rent out and use personally, you might save tax by taking steps to ensure it qualifies as a rental property this […]

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Webinars

understanding the reverse 1031 exchange

Understanding the Reverse 1031 Exchange

By Walter Eckert, CPA, CVA, CEPA,  Director at Blue & Co. Finding the right replacement property before selling your current investment property can create both an opportunity and a timing […]

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Kwong IRS penalty refund claim

Kwong Court Decision May Create IRS Penalty Refund Opportunities for Taxpayers

By Aimee Reavling, CPA, Director and Sara Jacobi, CPA, Firm Director of Taxation at Blue & Co. Recent court decisions, including Kwong v. United States, may create an opportunity for […]

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midwest industrial outdoor storage

Where Opportunity Is Hiding in Midwest Industrial Real Estate

By Peter Hillenbrand, Senior Consultant at Blue & Co. Across the Midwest, Industrial Outdoor Storage (IOS) properties are rewriting the rules of commercial real estate. Vacancy rates are averaging near […]

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sell-side transaction advisor

Selling Your Business: Why the Right Sell-Side Advisor Matters

By Jonah Gjertson, Senior Consultant at Blue & Co. When considering the sale of your business, regardless of career stage or circumstance, engaging an experienced sell-side transaction advisor can help […]

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qualified opportunity zones

Qualified Opportunity Zones: What’s Changed and What It Means for Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]

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choosing the right business entity

Choosing the Right Business Entity: What Every Entrepreneur Should Know

By Zach Mattingly, CPA, Manager at Blue & Co. You’ve got a new idea for a business – you’ve discussed strategy, the business plan, and the key players that will […]

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