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Instructions for Uploading Documents Securely

As the impact of coronavirus (COVID-19) continues to evolve, we wanted to make all clients aware of the options available to them when it comes to submitting documents.

In an effort to protect our employees, clients, vendors, and visitors, we have closed our offices to non-employees, following protocols recommended by the Centers for Disease Control (CDC). We continue to operate and are working diligently to serve our valued clients. Our offices are still accepting physical drop-offs, however, instructions may be posted with location-specific instructions.

If you would like to submit documents securely online, please contact your Blue & Co. advisor or use our contact form, and we can send you a personalized document request portal to securely upload your files. 

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Fundraising Event Reporting Woes: Why Are We Showing That We Lost Money?

By Cory Schunemann, Tax Manager at Blue & Co. Tax-exempt organizations frequently grapple with how to report fundraising events on Form 990. The form requires them to separate event proceeds […]

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Nursing working with seniors at a SNF | CMS Releases SNF PPS Proposed Rule for FY 2026

CMS Releases SNF PPS Proposed Rule for Fiscal Year 2026

On April 11, 2025, the Centers for Medicare & Medicaid Services (CMS) issued a proposed rule for updates to Medicare payment policies and rates for skilled nursing facilities under the […]

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The Importance of Benchmarking in Retirement Communities | Service dog with seniors living in a retirement community

The Importance of Benchmarking for Retirement Communities

Many Continuing Care Retirement Communities (CCRCs), also known as Life Plan Communities (LPCs), are facing complex and dynamic challenges. In addition to the significant pressure of supporting an aging baby […]

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