Charitable Gifts May or May Not Save You Taxes This Year

In past years, it has been the norm to make charitable donations to not-for-profit organizations at the end of the year as a tax savings strategy and in the spirit […]
Read MoreIn past years, it has been the norm to make charitable donations to not-for-profit organizations at the end of the year as a tax savings strategy and in the spirit […]
Read MoreA 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 […]
Read MoreThe 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 […]
Read MoreThe 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 […]
Read MoreForms to Complete Below you will find lists of the forms you are required to complete. If you have questions, please reach out to your Blue & Co. advisor. […]
Read MoreWhen 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 […]
Read MoreNow 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 […]
Read MoreA 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 […]
Read MoreWith 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 […]
Read MoreThere 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 […]
Read MoreEntity-owned pharmacies are an important consideration for hospitals, community health centers, and other 340B grantee types. As retail pharmacy closures rise and the complexities of the 340B Drug Discount Program […]
By Joel Barnett, Technical Account Executive at Blue Pioneer Consulting and Holly Fields, CPA, Senior Manager at Blue & Co. Not-for-profit organizations handle sensitive data every day, which make them […]
By Doug Sandor, Senior Accountant and Chad Nieter, CPA, Senior Manager at Blue & Co. Cryptocurrency, a digital asset powered by cryptography for enhanced security, has revolutionized modern finance and […]