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Transition Planning Part I (ESOPs/employees)

Eventually, the ownership of every privately-held business will be transitioned in one way or another.  There are many options available to transfer ownership, but they basically fall into one of […]

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Tax Benefits of Working from Your Home

Working from home has its perks – you can skip the commute, have a more flexible schedule, and forego “business professional” dress on many occasions.  If you work from home, […]

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Traditional IRA Withdrawal Rules

For most of your life, saving for retirement has likely been a financial goal or an area you have consciously tried to save for. Planning for withdrawals as you enter […]

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Upcoming Changes to Your ERISA Plan Audits

Overview of SAS No. 136 On July 10, 2019, the Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA) issued Statement on Auditing Standards No. 136, […]

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CMS Launches New MDS Audits for SNFs

CMS Launches New MDS Audits for SNFs

The Centers for Medicare & Medicaid Services (CMS) will be initiating new Minimum Data Set (MDS) audits through iQIES. Understanding the Skilled Nursing Facility (SNF) Validation Program and its requirements […]

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2025 AICPA conference

What’s Next for Not-For-Profits? Insights from the 2025 AICPA Conference

By Caroline Paulus, CPA,  Audit Manager at Blue & Co. At the 2025 AICPA Not-for-Profit Industry Conference, not-for-profit finance professionals, auditors, and thought leaders came together for three days of […]

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Insight: Into How the Rural Health Transformation Program Will Impact Rural Providers

Insight: How the Rural Health Transformation Program Will Impact Rural Providers

On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act”, a sweeping budget reconciliation package that includes more than $1 trillion in estimated federal […]

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