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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w-2 and 1099 tax forms

Have You Started to Prepare for Filing Last Year’s 1099s and W-2s?

By Pam Swartout, Manager and Tracey Selig, CPA, Senior Accountant at Blue & Co. The time of year for preparing and filing your 1099s and W-2s is here. In order […]

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utility bills calculator and a clock

New Kentucky Utility Services Sales Tax and Exemptions

By Sydney Settle and Derek Gray, CPA, Director at Blue & Co. Beginning January 1, 2023, utility services for property other than a primary residence will be subject to six […]

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year end depreciation update for real estate investors

Year-End Depreciation Update for Real Estate Investors

By: Lance Williams, CPA, Manager, and Kimber Sutton, CPA, Staff Accountant The Tax Cuts and Jobs Act (TCJA) was passed at the end of 2017. Of the many changes it […]

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woman backing boxes

Kentucky Small Business Tax Credit Program

By Emma Kuhl, CPA, and Zach Mattingly, CPA In September, Kentucky Governor Andy Beshear urged Kentucky small businesses to take advantage of the Kentucky Small Business Tax Credit Program (KSBTC), […]

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kentucky house bill 8 sales tax expansion

Kentucky Sales Tax: Additional Services Subject to Sales Tax and Other Excise Tax Changes Effective January 1, 2023

By Amy Sandlin, CPA, Senior Tax Manager and James Wooten, CPA, Senior Tax Manager Starting January 1, 2023, Kentucky sales and use tax will apply to 30+ additional service categories. […]

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common control lease agreements exposure draft asc 842

Common Control Lease Arrangements: FASB’s Newly Issued Exposure Draft and Steps to Take Before Year-end

By Jennifer Miloszewski, CPA, Director at Blue & Co. Time is running out for privately-held companies to adopt the infamous new lease standard. Effective for year-end December 31, 2022, Accounting […]

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covid tax relief calculator and pen

COVID Tax Relief – IRS Provides Penalty Relief for 2019 & 2020 Tax Filings Due to the Pandemic

By Stephen Stringer, CPA, Director and Amy Sandlin, CPA, Senior Manager Shortly after the Inflation Reduction Act of 2022 grabbed the headlines out of Washington, the IRS announced a broad-based […]

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research and development credit

Reaping the R&D Tax Benefits of Innovation Across Manufacturing Sectors

By Stephen Stringer, CPA, Director at Blue & Co., and David Seibel, Senior Manager at McGuire Sponsel Manufacturing and machine tool clients often qualify for Research and Development (R&D) Tax […]

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pass through entity level tax on a stack of papers

Pass-through Entity Level Tax: Is This a Viable SALT Cap Workaround?

By Jacob Boyd, CPA, Tax Manager; Amy Sandlin, CPA, Tax Senior Manager; Eric M. Bennett, CPA, Director The Tax Cuts and Jobs Act (TCJA) capped the State and Local Tax […]

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person typing on a laptop at a coffee table with the word tax

Ohio’s New SALT Cap Workaround

By Kevin Krieg, CPA, and Amy Sandlin, CPA In 2022, through legislation signed by Governor DeWine, Ohio joined the growing list of states to pass SALT Cap workarounds. Ohio Senate […]

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stack of papers, a pen, and a calculator that says tax law

Inflation Reduction Act of 2022 Signed Into Law

By Derek Gray, CPA, Director The Inflation Reduction Act of 2022 (“IRA”) was signed into law by President Biden on August 16. This is the culmination of more than 18 […]

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Picture of disctionary defining legislation | Senate Passes Inflation Reduction Act of 2022 | New Legislation

Senate Passes Inflation Reduction Act of 2022

By Amy Sandlin, CPA, Tax Senior Manager The Inflation Reduction Act of 2022 (the Act) passed in the Senate on Sunday, August 7, 2022, and is headed to the Democrat-controlled […]

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IRS portability elections

Extension to Make Portability Elections

By: Derek Gray, CPA, Director On July 8, 2022, the Internal Revenue Service released Revenue Procedure 2022-32, now extending the time to make portability elections to five years. What is […]

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Indiana Sales Tax Changes for Nonprofits

By: Angela Crawford, CPA, Senior Manager The recently enacted Senate Enrolled Act (SEA) 382 (2022) makes significant changes in the way not-for-profit organizations purchase and sell items exempt from sales […]

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Webinars

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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cost segregation study

Unlocking Cash Flow: The Strategic Advantage of Cost Segregation

By Caleb Young, CPA, Manager at Blue & Co. The Advantage of Cost Segregation Studies For Real Estate Investment What if you could significantly increase your cash flow in the first year of […]

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Real estate tax law changes

What the “One Big Beautiful Bill” Means for Real Estate Developers and Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. This past year, President Trump signed into law the One Big Beautiful Bill (“OBBB”), enacting many of his campaign promises. […]

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