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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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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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Changes to Capital Gains Tax & Planning Strategies – American Families Plan

By: Derek Gray, CPA, Director; and Amy Sandlin, CPA, Tax Manager The capital gains tax has long been part of the political tug-of-war, and with the release of President Biden’s […]

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Employer Tax Credits for Providing Paid Sick and Family Leave Related to COVID-19

The American Rescue Plan Act, enacted March 11, 2021, aims to deliver economic relief to families and workers. On April 21, President Biden announced a provision of the American Rescue […]

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IRS Deadline Extension

IRS Extends Tax Filing Deadline

On March 17, the IRS ended weeks of speculation and issued an information release (IR-2021-59), which provides individual taxpayers an additional month to file their income tax returns. Individuals now […]

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IRS Deadline Extension

The American Rescue Plan Act – What it Means for your Income Taxes – Now and in the Future

By: Derek Gray, CPA, Director On Saturday, March 6, the Senate passed a $1.9 trillion COVID-19 relief package, The American Rescue Plan Act, with the House expected to pass the […]

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Understanding the Employee Retention Credit (ERC)

On-Demand Webinar: Understanding the Employee Retention Credit (ERC): What You Need To Know

You’re Invited! On Wednesday, March 3, 2021, Blue & Co. hosted a webinar entitled Understanding the Employee Retention Credit (ERC): What You Need To Know. In this session, you will […]

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IRS Deadline Extension

On-Demand Webinar: The Biden Administration Tax Plan – What We Know Today

Join us for a recording and materials from a webinar entitled The Biden Administration Tax Plan – What We Know Today. The speakers will discuss: A legislative update – where […]

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On-Demand Webinar: COVID Relief Bill – PPP, ERC, and other Business Provisions

Join Us! Join us for a recording and materials from a webinar entitled COVID Relief Bill – PPP, ERC, and other Business Provisions. The panelists will discuss: The Paycheck Protection […]

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Webinars

IRS Announces Impacts of OBBB to the 2025 and 2026 Form W-2

By Sara Jacobi, CPA, CEPA, Director of Taxation at Blue & Co. The One Big Beautiful Bill (“OBBB”), introduced two “no tax on” provisions that impact both employers and employees […]

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What’s the Difference? Actual Home office expenses vs. the simplified method

What’s the Difference? Actual Home Office Expenses vs. the Simplified Method

Small business owners who work from home could save money on their taxes by taking the home office deduction, as long as they meet the requirements set forth by the […]

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one big beautiful bill signed into law

The One Big Beautiful Bill Is Law—Now What?

By Amy L. Sandlin, CPA, Tax Quality at Blue & Co. On July 4, 2025, President Trump signed into law a sweeping budget reconciliation bill, informally titled the “One Big […]

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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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