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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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Tax Relief for Natural Disasters – What to Consider

By: Emily Elliott, and Amy Sandlin, CPA When a natural disaster wreaks havoc on your business or home, taxes might be the last thing on your mind, but they may […]

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Deferred Payroll Tax Payments

Employers who made the election to defer 2020 social security tax payments per provided CARES Act relief issued in March of 2020 are required to remit the first repayment by […]

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Tax Strategies to Know in Residential Real Estate

By: Lance Williams, CPA, Manager Whether you’ve bought or sold a home in the last few years or have lived in the same house for 30 years, you’ve probably heard […]

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On Demand Webinar: Tax Planning for Year-End and 2022

Join Blue & Co. presented a webinar entitled Tax Planning for Year-End and 2022. on Wednesday, December 8 at 12:00 PM EST. Panelists will discuss: Tax reform under the Biden Administration […]

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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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Employer Retention Credit (ERC) Ends Early – But Opportunities Remain

By: Aimee Reavling, CPA, Director Update 12/14/2021: The IRS recently issued guidance with Notice 2021-65 providing relief to employers who were anticipating Employee Retention Credits for the fourth quarter of […]

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Breaking: Build Back Better Plan

By: Derek Gray, CPA, Director Before departing for Europe to attend the G20 Leaders’ summit and climate talks at the COP26 summit, President Biden announced that Congress had agreed to […]

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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 American Distilling Institute (ADI) on Thursday, November 4 from Noon to 1:00 PM EST for a webinar entitled Tax Reform: What does […]

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IRS Federal Penalty Assessment and Abatement – The More You Know

By: Thomas Nowak, Principal Typically, when taxpayers receive a notice and are assessed penalty and interest related to their federal income and informational tax returns, there is a tendency to […]

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Summary of Ways and Means Committee Proposed Tax Changes

Ways and Means Proposed Tax Increases

By: Derek Gray, CPA, Director On the morning of September 13, 2021, the House Ways and Means Committee released details of proposed tax increases totaling $2.9 trillion. The revenue raised […]

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How Did the American Rescue Plan Affect your Child Tax Credits?

By: Aimee Reavling, CPA, Director & Andy Arnold, CPA, Senior Accountant The American Rescue Plan Act of 2021 was passed by Congress in March 2021 to aid economic recovery from […]

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Employee Retention Credit Relief and Impact on Taxpayers Continues

B: Aimee Reavling, CPA, Director & Justin Gubser, JD, CPA, Manager With the expansion of the Employee Retention Credit (ERC) under the Taxpayer Certainty and Disaster Relief Act of 2020 […]

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Senate Passes Bipartisan Infrastructure Bill

By: Derek Gray, CPA, Director & Chuck Mallick, Senior Manager On August 10, 2021, the Senate passed a bipartisan infrastructure bill. The $1 trillion bill now moves to the House, […]

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Estate and Gift Planning in Uncertain Times

Estate and Gift Planning in Uncertain Times

By: Derek Gray, CPA, Director, and Chuck Mallick, CPA, Senior Manager On the campaign trail, President Biden frequently mentioned significant changes to the estate tax. His proposals generally centered around […]

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Webinars

one big beautiful bill act

Tracking the ‘One Big Beautiful Bill Act’: House Passes, What’s Next?

By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. The “One Big Beautiful Bill Act” (H.R. 1) narrowly passed the House on May 22, 2025, and headed to […]

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real estate dealer

Real Estate Dealer vs. Investor: Why the IRS Cares (and You Should Too)

By: Nathan Smith, CPA, Senior Manager at Blue & Co. “You can’t have it both ways” is a sentence many CPAs may have expressed to their clients at one time […]

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kentucky disaster relief

IRS Postpones Tax Deadline & Provides Disaster Relief for Kentucky

By Amy Sandlin, CPA, Tax Quality  The Internal Revenue Service (IRS) announced significant tax relief for individuals and businesses in Kentucky affected by severe storms, straight-line winds, flooding, and landslides […]

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passive real estate

Passive Real Estate: What You Need to Know

By: Lance Williams, CPA, Senior Manager, and Kimber Sutton, CPA, Senior Accountant at Blue & Co. Its March 1 and you are gathering your tax documents to drop off to […]

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QuickBooks Online: Important Changes to Year‑End 1099 and W2 Tax Forms for 2024

As we approach year end, please see the information below that outlines the new fee structure for 1099 and W-2 forms printed and mailed by Intuit’s QuickBooks. If you have […]

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Beneficial ownership information report

Beneficial Ownership Information Report –New 2024 Requirement

By Amy Sandlin, CPA, Tax Quality Control at Blue & Co. Tens of millions of businesses are estimated to be now required to file a Beneficial Ownership Information Report (“BOIR”) […]

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