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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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Community Health Needs Assessment

Community Health Needs Assessment and Your Strategic Plan

A community health assessment (CHA), also known as community health needs assessment (CHNA), refers to a state, tribal, local, or territorial health assessment that identifies key health needs and issues […]

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QuickBooks Practices to Make Tax Season a Breeze

By Theresa Wilson, Accounting Specialist at Blue & Co. As the new year kicks off, so begins another tax season for many businesses. Instead of scrambling to prepare this year, […]

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Blue Value Advisors logo overtop a photo of a skyline

Blue & Co., LLC Announces the Launch of Blue Value Advisors

CARMEL, Ind. (January 18, 2024) – – Blue & Co., LLC is excited to announce the launch of Blue Value Advisors (BVA), a business advisory and exit planning service line. […]

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Indirect costs for grants

Indirect Costs for Grants – Should You Want a Higher Rate?

By Rick Shields, CPA, Principal at Blue & Co. When not-for-profits receive grants from governments and foundations, the application process often includes an estimate for indirect costs which is then […]

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340B Recertification Reminder for Consolidated Health Center & FQHC Look-a-Likes

The 2024 Grantee recertification period for Consolidated Health Centers, Federal Qualified Health Center Look-Alikes, Ryan White, Comprehensive Hemophilia Treatment Centers, Native Hawaiian, Black Lung Programs, Urban Indian, and Tribal Compact […]

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CPT Codes Update: Three New and Valuable Codes for Outpatient Therapy

With the 2024 final rule, Center of Medicare & Medicaid Services (CMS) has provided for three very relevant CPT Codes for outpatient physical, occupational and speech therapy. For these outpatient […]

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government shutdown

Potential Federal Government Shutdown: Impact on Businesses and IRS Operations

By Elizabeth Zimnawoda, CPA, Senior Accountant at Blue & Co. The possibility of federal government shutdowns looms early this year, stemming from persistent funding challenges. Unmet funding resolution deadlines could […]

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Blue & Co., LLC Announces 2024 Director Promotions

Blue & Co., LLC Announces 2024 Director Promotions

CARMEL, Ind. (January 4, 2024) – – Blue & Co., LLC is proud to announce the promotion of Joell Grisel, Greg Heitkamp, Debbie Herbert, and Kevin Umberger to Director effective […]

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retirement plan limits

2024 Retirement Plan Limits

By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]

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not-for-profit staffing shortage

Not-For-Profits Hit Hard By Staffing Shortages

By Bob Findley, CPA, Director at Blue & Co. The job market is hard for everyone, especially for not-for-profits. The U.S. unemployment rate dropped from 6.9 percent in October 2020 to 3.9 percent in […]

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not-for-profit cecl model

Decoding The New CECL Model for Not-For-Profits

By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of […]

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Final Hospital 340B Outpatient Prospective Payment System (“OPPS”) Remedy

On November 2, 2023, the Centers for Medicare & Medicaid Services (CMS) released a final rule outlining a plan to correct and reverse the 340B payment cuts from calendar years […]

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restricted fund tracking

Restricted Fund Tracking and Cash Management

By Andrew Brock, CPA, Senior Manager at Blue & Co. Earlier in June 2023, an article was published by our not-for-profit services team titled “Unveiling the Dynamics of Donor-Restricted Contributions”. […]

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campaign solicitation guidelines

Fundraising Campaign Solicitation Guidelines to Maximize Organizational Flexibility

By Doug Hasler, CPA, Director at Blue & Co. Many organizations postponed or extended timelines for fundraising campaigns during the pandemic. Campaigns for capital expansion or renovations will need to […]

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529 plan

Unlocking Educational Wealth: The SECURE Act 2.0’s Transformation of 529 Plans

By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]

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Webinars

Vsimple and Hearn Construction Workflow Management Webinar

On-Demand Webinar: Vsimple Success Stories – Hearn Construction

Blue & Co. and Vsimple hosted a webinar on Tuesday, December 6, from 10:00 a.m. to 11:00 a.m. EST entitled Workflow Management: How Hearn Construction is Standardizing & Simplifying Their […]

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On-Demand Webinar: Myths and Facts of Commercial Loan Reviews

Download Webinar Resources On April 6, Blue & Co. held a webinar entitled Myths and Facts of Commercial Loan Reviews. Panelists debunked common loan review myths and presented the facts […]

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Webinar: A Guide to the Kentucky Tangible Personal Property Tax Return for Manufacturers

You’re Invited Join Blue & Co. on Wednesday, February 9 at 12:00 PM EST for a webinar entitled A Guide to the Kentucky Tangible Personal Property Tax Return for Manufacturers. This presentation […]

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Tax Reform Distillery

Webinar: Tax Reform – What Does it Mean for You and Your Distillery?

You’re Invited! Join Blue & Co. and the Kentucky Distillers’ Association (KDA) on Thursday, December 9 at 10:00 AM EST for a webinar entitled Tax Reform: What does it mean for […]

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Pile of blue masks | Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandates in the Workplace | COVID-19 Vaccine Mandate

On-Demand Webinar: COVID-19 Vaccine Mandate in the Workplace

President Biden’s administration recently announced its Path Out of the Pandemic action plan which included specific guidance around a COVID-19 vaccine mandate. The action plan calls for employers with 100 […]

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COVID Vaccine Mandates & Your Organization Webinar

Join Us! Join Blue & Co., Current HR, and DBL Law on November 16th from 2 p.m. to 3 p.m. EST for a webinar covering the new COVID vaccine mandates […]

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