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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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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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Annual Wellness Visits: Understanding the Value They Bring

Performing Annual Wellness Visits (AWV) provide a unique value that benefit your healthcare organization, providers and more importantly, your patients. AWVs aligns with population health management, and can identify any […]

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Functional Expenses – What They Are and Why They Matter

By Luke Pierce, CPA, Manager at Blue & Co. What Are Functional Expenses? Under financial reporting standards, all not-for-profit entities are required to present a statement of functional expenses, either […]

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What are Annual Wellness Visits?

Beginning 2011, Medicare began covering the Annual Wellness Visit (AWV) as a yearly appointment with a primary care provider (PCP) to create or update a personalized prevention plan at no […]

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State of Ohio graphic | | Best Employer's in Ohio | Blue & Co., LLC Named One of Ohio’s Best Employer for 13th Year | 2023 Best Employers in Ohio

Blue Named a 2023 Best Employers in Ohio

CARMEL, Ind. (June 12, 2023) – Blue & Co., LLC is honored to announce that it has been ranked as one of the 2023 Best Employers in Ohio by Best […]

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heart and a jar of money

Unveiling the Dynamics of Donor-Restricted Contributions

By Greg Jackson, CPA, Principal at Blue & Co. Many not-for-profit organizations rely on public support (grants and contributions) to finance their mission. When that public support includes donor-restricted grants […]

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How to Manage Clinical Validation Denials

In the past several years, hospitals have continued to feel the impact on revenue from Clinical Validation Denials (CVD). The need for a robust CDI team to capture support for […]

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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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