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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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Requesting a SOC Report

Requesting a SOC Report

The significance of managing risks associated with your vendors is more important than ever. As more companies outsource key processes, technologies, and data management and storage, many control activities are […]

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General Tax Document Retention Guidelines

General Tax Document Retention Guidelines

After filing your 2018 income tax return (or requesting an extension), your office is still full of reams of paper consisting of years’ worth of tax returns, receipts, canceled checks […]

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FAQ: System and Organization Controls (SOC) Reports

FAQ: System and Organization Controls (SOC) Reports

What kinds of companies need SOC reports? Organizations that provide the following types of services for customers/clients may benefit from a SOC examination and report to demonstrate to customers/clients the […]

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As of October 1, 2019, CMS will Begin Enforcing Accounting Classification Rule for Crossover Bad Debts

CMS to Begin Enforcing Accounting Classification Rule for Crossover Bad Debts

On April 4, CMS announced that for cost reporting periods beginning on or after October 1, 2019, providers must comply with a “longstanding” rule to claim reimbursement for crossover bad […]

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Managing Your Not-for-Profit for the Long Term

Managing Your Not-for-Profit for the Long Term

The length of the current economic expansion, coupled with recent volatility in the economy and the financial markets serve as a reminder that organizations need to keep a long-term view […]

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AGC's Take on the Labor Shortage

AGC’s Take on the Labor Shortage

According to an industry-based survey released in the fall of 2018 by the Associated General Contractors of America (AGC) and Autodesk, 80% of construction firms are reporting that they are […]

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Five Star and Nursing Home Compare Changes Clarified

Five Star and Nursing Home Compare Changes Clarified

Centers for Medicare & Medicaid Services (CMS) issued a memorandum, about changes to the Five-Star Rating system on Nursing Home Compare that will go into effect in April 2019. CMS […]

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Worksheet S-10 Update

Worksheet S-10 Update

Over the past six months, CMS instructed all MACs to complete audits of the FFY 2015 Medicare Cost Report Worksheet S-10s. Each MAC was required to complete 50 audits (approximately […]

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IoT (Internet of Things) technology impact on manufacturers

IoT (Internet of Things) Impact on Manufacturers

The Internet of Things (IoT) has the opportunity to have a profound impact on the manufacturing sector for both large and small businesses. Whether it is monitoring operations on the factory […]

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How Clinical Documentation Improvement Can Increase the Bottom Line

How Clinical Documentation Improvement Can Increase the Bottom Line

As value-based healthcare becomes the norm, strong clinical documentation improvement (CDI) programs are becoming more important than ever. Value-based healthcare is a healthcare delivery model in which providers are paid […]

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Can't Itemize? Maximize Your Above The Line Deductions

Can’t Itemize? Maximize Your Above The Line Deductions

The limitations on itemized deductions have gotten a lot of attention under the new Tax Cuts and Jobs Act (TCJA). More individuals will take advantage of the standard deduction instead […]

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Board Member Financial Literacy and Stewardship

Board Member Financial Literacy and Stewardship

Not-for-profit board members are responsible for providing guidance and direction to ensure that a given organization is proactively working towards achieving its mission and strategic vision. Part of this responsibility […]

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Reminder: Annual gift tax returns are due April 15th

Reminder: Annual gift tax returns are due April 15th

If you made any large gifts to your children, grandchildren, or other heirs last year, it’s important to determine if you are required to file a 2018 gift tax return […]

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Small business owners still have time to set up a deductible contribution to a SEP retirement plan for 2018

Small Business Owners Still Have Time to Set Up a Deductible Contribution to an SEP Retirement Plan for 2018

Business owners who don’t yet have a tax-advantaged retirement plan still have time to establish one and reduce their 2018 tax bill. For example, a Simplified Employee Pension (SEP) can […]

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Model Risk in Financial Institutions

Model Risk in Financial Institutions

Management of community financial institutions continue to place even more reliance on models to help guide the decision-making process across all operational activities. With this increased reliance on models, there […]

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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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