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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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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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5 Quality Components for mLTSS

Managed Long Term Services and Supports (mLTSS) refers to the delivery of long-term services and supports through Medicaid managed care programs. mLTSS’s strategy is to expand home and community-based services, […]

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application of CECL to accounts receivable

Application of CECL to Accounts Receivable

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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Beginner's Guide to Rental Income for Non-profits

Beginner’s Guide To Rental Income For Non-profits: Taxable Or Not?

Determining when to include rental income in your unrelated business income (UBI) tax calculation can be challenging; however, it is a commonly conducted non-profit organization activity. We created a beginner’s […]

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Headshot of Bob Ellis | Bob Ellis, Director at Blue & Co., LLC | Bob Ellis, Director of Aliign Business Services | Bob Ellis Named Supervisory Committee Volunteer at FORUM Credit Union

Bob Ellis Named Supervisory Committee Volunteer at FORUM Credit Union

CARMEL, Ind. (September 27, 2023) – Blue & Co., LLC is pleased to announce that Bob Ellis has joined FORUM Credit Union as a Supervisory Committee Volunteer. “I have been […]

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indiana sales tax

New Indiana Sales Tax Rule for Not-For-Profits – Sales Tax Collection & Filing Threshold Increased

By Cory Schunemann, CPA, Manager at Blue & Co. Indiana’s 2023 Senate Enrolled Act (SEA) 417 made another change to the sales tax collection requirements for not-for-profits after 2022’s SEA […]

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Changes to Medicare Bad Debt and S-10 Template Effective this Month

The new Medicare Bad Debt template (Exhibit 2A) and S-10 template (Exhibit 3B and 3C) have been finalized by Medicare and are now required for cost reporting periods ending on […]

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community benefit tracking

Diving into Not-For-Profit Healthcare Community Benefit Tracking

By Emilie Knieriem, CPA, Senior Manager at Blue & Co. Tax-exempt hospitals provide community benefits for many reasons. In order to understand those reasons, we should first define what community […]

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credits and incentives

Support Your Growth Through State and Local Incentives

By Kevin Umberger, CPA, Senior Manager and Erin Waltman, CPA, Senior Staff at Blue & Co. Continued growth and expansion of your business can be supported by a variety of […]

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August 2023 Promotions | Confetti background with text that reads Celebrating August 2023 Promotions

Blue & Co., LLC Announces August 2023 Promotions

CARMEL, Ind. (August 1, 2023) – Blue & Co., LLC is proud to announce the following employee promotions, effective August 1, 2023. We congratulate these individuals on achieving the next […]

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Jeff Moffatt received the fellowship designation from the Healthcare Financial Management Association (HFMA)| FHFMA | Jeff Moffatt, FHFMA, CPA/ABV/CITP, ASA, CVA, FACHE headshot

Jeff Moffatt Receives Fellowship Designation from the Healthcare Financial Management Association

CARMEL, Ind. (July 25, 2023) – Blue & Co., LLC is proud to announce that Jeff Moffatt, CPA/ABV/CITP, ASA, CVA, FACHE, recently received the fellowship designation from the Healthcare Financial […]

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Annual Wellness Visits: Implementation Process

Providing Annual Wellness Visits to patients covered by Medicare is a great way to grow your revenue year after year, whether you’re a practice of one physician or a large […]

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woman modeling operational performance

Decision Making Time – Modeling Operational Performance Through Organizational Data and Financial Projections

By Andrew Brock, CPA, Manager at Blue & Co. How often do you find yourself facing more questions than answers when it comes to making operational decisions for your organization […]

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Proposed Hospital 340B Outpatient Prospective Payment System (OPPS) Solution

On Friday July 7th, 2023, CMS released a proposed rule outlining a plan to correct and reverse the 340B payment cuts from calendar years (CY) 2018 through 2022. This proposed […]

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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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