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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What you don't know about the Excess Business Loss Limitation

What You Don’t Know About The Excess Business Loss Limitation

What is the excess business loss limitation under code section 461 (I)? In its simplest form, it is a fourth disallowance provision behind the three that we already have in […]

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Beware of Tax Identity Theft All Year Long

Beware Of Tax-Related Identity Theft Scams All Year Long

With the filing date for 2017 in the rearview mirror for most businesses and individuals, the last thing you probably want to think about is income taxes. Unfortunately, though, criminals […]

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Pass-Through Deduction: Looking Forward

The Pass-through Deduction – Looking Forward

By Miranda Aavatsmark It’s 11:00 p.m. on New Year’s Eve, 2017 and I’m ready for a relaxing evening.  My day started with checking my email and fretting that something was […]

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Do you need to adjust your withholding for 2018?

Do You Need To Adjust Your Withholding For 2018?

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But a large refund isn’t necessarily all positive. It also […]

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Get started on 2018 tax planning today

Get Started On 2018 Tax Planning Today!

Now is the time to start tax planning for 2018 for maximum tax savings. It’s especially critical to get an early start this year because the Tax Cuts and Jobs […]

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Individual Tax Document Retention Guidelines

Individual Tax Record Retention Guidelines

What 2017 tax records can you toss once you’ve filed your 2017 return? That’s easy – none. You need to hold on to all of your 2017 tax records for […]

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You can still defer tax with a "like-kind" exchange but new limits apply

You Can Still Defer Tax With A “Like-Kind” Exchange But New Limits Do Apply

Normally when appreciated business assets such as real estate are sold, tax is owed on the appreciation. But there’s a way to defer this tax: a Section 1031 “like-kind” exchange. […]

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Important deadlines for the rest of 2018

Important Deadlines For The Rest Of 2018

While April 15 (April 17 this year) is the main tax deadline on most individual taxpayers’ minds, there are others throughout the rest of the year that you should be […]

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These tax credits for small businesses could reduce your 2017 & 2018 tax bills

These Tax Credits Just For Small Businesses Could Reduce Your 2017 & 2018 Tax Bills

Maximizing available credits is especially important now that the Tax Cuts and Jobs Act has reduced or eliminated some tax breaks for businesses. There are two still-available tax credits for […]

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What to know before hiring temporary help

What To Know Before Hiring Temporary Help

Before hiring temporary help, it is important to determine if the individual hired will be an employee or an independent contractor. Proper classification between the two is critical for many […]

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The State and Local Sales Tax Deduction Still Remains to an Extent

The State And Local Sales Tax Deduction Remains To An Extent But Is Subject To A New Limitation

Individual taxpayers who itemize their deductions can generally deduct either state and local income taxes or state and local sales taxes. The ability to deduct state and local taxes — […]

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IRS Clarifies New Limit On Business Interest Expense Deductions

IRS Clarifies New Limit On Business Interest Expense Deductions

The Tax Cuts and Jobs Act (TCJA) imposes a limit on deductions for business interest for taxable years beginning in 2018. The limit, like other aspects of the law, has […]

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Tax Extender Provisions in the Bipartisan Budget Act of 2018

Tax Extender Provisions In The Bipartisan Budget Act Of 2018

On Friday, February 9, Congress passed, and the President signed into law, H.R. 1892, the “Bipartisan Budget Act of 2018” (the Budget Act, P.L. 115-123). The major reason for the […]

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Take Advantage of TCJA Updates That Benefit Manufacturers

Take Advantage Of TCJA Updates That Benefit Manufacturers

The Tax Cuts and Jobs Act (TCJA), which was signed into law in December 2017, contained numerous changes to cost recovery methods for capitalized assets. These changes provide manufacturers with […]

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TCJA temporarily lowers medical expense deduction threshold

TCJA Temporarily Lowers Medical Expense Deduction Threshold

With rising healthcare costs, claiming tax deductions for these expenses can be more important than ever. However, there is a threshold for deducting medical expenses that may be hard to […]

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Webinars

Indiana disaster tax relief 2026

IRS Extends Federal Tax Deadlines for Storm-Affected Indiana Taxpayers

By Sara Jacobi, CPA, CEPA, Director of Firm Taxation at Blue & Co. The Internal Revenue Service (IRS) announced tax relief for individuals and businesses in certain Indiana counties affected […]

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depreciation recapture for real estate investors

Depreciation Recapture: What Real Estate Investors Need to Know

By Omar Larios, CPA, Senior Accountant at Blue & Co. One of the most popular tax law updates from the One Big Beautiful Bill (OBBB) for real estate investors and […]

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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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