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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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Guidance issued on business interest expense

Guidance Issued on Business Interest Expense

A major issue for large businesses is the business interest expense limitation, which was included in the Tax Cuts and Jobs Act (TCJA). The IRS has issued proposed regulations that […]

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Bunching Charitable Contributions

Tax Strategy: Bunching Charitable Contributions

The Tax Cuts and Jobs Act (TCJA) passed late last year, bringing about some of the most comprehensive changes in tax law in decades. The most discussed and impactful changes […]

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Key Highlights from the TCJA for Healthcare Tax-Exempt Organizations

Key Highlights from the TCJA for Healthcare Tax-Exempt Organizations

The passing of the Tax Cuts and Jobs Act (TCJA) in December 2017 brought about some of the largest changes for exempt organizations since the reformatting of the Form 990 […]

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There is still time: Consider setting up a retirement plan for 2018

There is still time: Consider setting up a retirement plan for 2018

When the majority of your liquid assets are tied up in your business, saving for retirement can be difficult. However, setting up a tax-advantaged retirement plan can help plan for […]

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Year-End Planning: Mutual funds

Year-End Tax Planning: Mutual funds

Now is the time to review your mutual fund holdings! Before the end of the year, it’s a common strategy to review the mutual fund holdings in your taxable accounts […]

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Estate & Trust 199A/TCJA Update

Estate & Trust 199A/TCJA Update

A lot of time has been spent examining the implications of tax reform as it relates individuals and businesses. Yet, estates and trusts were also significantly impacted by the Tax […]

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Donor Gift Receipts – IRS Substantiation Requirements

Donor Gift Receipts: IRS Substantiation Requirements

With the end of the year approaching, many not-for-profits see an increase in giving. Therefore, we thought it would be helpful to provide a brief summary of donors’ documentation requirements […]

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Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability

Buying Qualifying Business Assets Before Year-End Could Reduce Your Tax Liability

There is still time to reduce your 2018 tax liability by purchasing qualifying business assets, but you need to act soon! The Tax Cuts and Jobs Act (TCJA) has enhanced […]

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Make 2019 NQDC Plan Deferral Elections Now

Make 2019 NQDC Plan Deferral Elections Now

Employers may offer executives or other key employees a nonqualified deferred compensation (NQDC) plan. NQDC plans pay employees in the future for services currently performed. The plans allow deferral of […]

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Tax Benefits for Donating Appreciated Stock

Tax Benefits for Donating Appreciated Stock

Many taxpayers have utilized charitable deductions to help minimize their tax liability.  As long as you itemize and your gift qualifies, you can claim a charitable deduction. But did you […]

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Research credit will apply to more taxpayers thanks to the TCJA

Research Credit Will Apply to More Taxpayers Thanks to the TCJA

Prior to the new tax law, many taxpayers were limited in their ability to utilize federal tax credits associated with the Research & Experimentation Tax Credit. The Tax Cuts and […]

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New Tax Provisions to Reduce Your Tax Bill in 2018

New Tax Provisions to Reduce Your Tax Bill in 2018

The Tax Cuts and Jobs Act (TCJA) created more than 100 new tax provisions, which may help to reduce your tax burden in the coming year.  These new, along with […]

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New Hospital Price Transparency Policy Goes into Effect January 1, 2019

New Hospital Price Transparency Policy Goes into Effect January 1, 2019

In case you are not aware, the Centers for Medicare and Medicaid Services (CMS)’s new hospital price transparency policy goes into effect January 1, 2019. By that date, hospitals must […]

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Eligibility Requirements and Potential Benefits of Becoming a Rural Health Clinic

Eligibility Requirements and Potential Benefits of Becoming a Rural Health Clinic

Is your clinic missing out on potential enhanced Medicare and Medicaid reimbursement? The Rural Health Clinic Service Act of 1977 was established with the intent to increase access to primary […]

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The Complete Guide to In-Kind Gifts – Part 2

The Complete Guide to In-Kind Gifts – Part 2

This is the second article in a two-part series on gifts in kind. Click here to read Part 1 where we discuss types of in-kind gifts and how they should […]

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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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