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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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Transactions with Foreign Companies and Individuals: the Basics of Information Reporting

Transactions with Foreign Companies and Individuals: the Basics of Information Reporting

Technology and the relative ease of travel make the world seem a little bit smaller every day. This means more and more taxpayers are finding themselves transacting with foreign companies […]

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Transition Planning Part I (ESOPs_employees)

Transition Planning Part I (ESOPs/employees)

Eventually, the ownership of every privately-held business will be transitioned in one way or another.  There are many options available to transfer ownership, but they basically fall into one of […]

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Tax Benefits of Working from Your Home

Tax Benefits of Working from Your Home

Working from home has its perks – you can skip the commute, have a more flexible schedule, and forego “business professional” dress on many occasions.  If you work from home, […]

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More Retirement Plan Options for Smaller Businesses

More Retirement Plan Options for Smaller Businesses

Small businesses now have more options available to them related to retirement plan participation.  The U.S. Department of Labor (DOL) has released a final rule which should make it easier […]

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Winning at Gambling Can Create Tax Implications

Winning at Gambling Can Create Tax Implications

Not everyone is lucky enough to be a gambling winner. However, if you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, however, you […]

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Traditional IRA Withdrawal Rules

Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]

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Pros and Cons of S Corporations – is it right for you?

Pros and Cons of S Corporations – is it right for you?

For many years, the number of S corporations have been on the rise, due to high corporate tax rates and double taxation. Business owners were able to receive limited liability […]

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Upcoming Changes to Your ERISA Plan Audits

Upcoming Changes to Your ERISA Plan Audits

Overview of SAS No. 136 On July 10, 2019, the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA) issued Statement on Auditing Standards No. 136, […]

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CMS Final Rule under PPS for SNFs for FY 2020

CMS Final Rule under PPS for SNFs for FY 2020

CMS issued a proposed rule on July 30, 2019, with updates to the Patient-Driven Payment Model (PDPM), Quality Reporting Program (QRP), and the Value Based Purchasing Program  (VBP) for fiscal […]

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Revenue Recognition (ASC 606) for Healthcare Entities

Revenue Recognition (ASC 606) for Healthcare Entities

Update published on June 5, 2020: FASB issued Accounting Standards Update (ASU) 2020-05, Revenue from Contracts with Customers (ASC 606) and Leases (ASC 842) Effective Dates for Certain Entities, as part of […]

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Exempt Organization Public Disclosure and Availability Requirements

Exempt Organization Public Disclosure and Availability Requirements

It’s pretty well known that exempt organizations’ current Form 990s or equivalent filings (990-EZ, 990-PF, etc.) are required to be available for public inspection. However, did you know these public […]

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Are you looking for a way to have your business fund your retirement_

Are you looking for a way for to have your business fund your retirement?

If you are interested in larger contributions than a 401(k) plan will permit, a cash balance pension plan may be right for you. Someone 60 years or older can possibly […]

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Power of Data now unleashed by CMS pilot program_ Data at the Point of Care (DPC)

Power of Data now unleashed by CMS pilot program: Data at the Point of Care (DPC)

On July 30, 2019, CMS announced the Data at the Point of Care (DPC) pilot program. DPC will give clinicians that are participating in the pilot program access to claims […]

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The Medicare Annual Wellness Visit - Getting to Benchmark is a Win-Win

The Medicare Annual Wellness Visit – Getting to Benchmark is a Win-Win

What if you began receiving information that described new benefits under your insurance plan that are “free to you.” For example, you receive notice that your insurance company wants you […]

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Deducting the cost of business equipment has never been easier

Deducting the Cost of Business Equipment Has Never Been Easier

It is now even easier to deduct the cost of the business equipment and other depreciable property you are buying for your business. The Tax Cuts and Jobs Act (TCJA) […]

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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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