Insights

< Back to Thought Leadership

On-Demand Webinar: Myths and Facts of Commercial Loan Reviews

March 30, 2022

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 and practical tips and lessons learned related to commercial loan review.

Duration: 1 Hour
CPE not available

Download Presentation Here

Watch a Recording of the Presentation Here

Panelists discussed:

Loan review practical tips
Timing of a loan review
Collecting and providing financials
Who needs a loan review
Scope of loan reviews

Panelists:

Dennis Klocke, CPA
Senior Manager / Financial Institution Practice Team Leader
AJ Taulbee
Senior Accountant

Resources View More Resources

Coronavirus Resources & Information

2019 Year-End Tax Planning Guide

Implementation Guide: ASU 2016-14 Presentation of Financial Statements for Not-for-Profit Entities

Recent Articles View All Thought Leadership

<img width="658" height="374" src="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-24.png" class="attachment-full size-full wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-24.png 658w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-24-300x171.png 300w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-24-624x355.png 624w" sizes="(max-width: 658px) 100vw, 658px" />

2023 E/M Coding Changes You Need to Know from the Physician Fee Schedule Final Ruling

January 23, 2023

New rules for reporting evaluation and management (E/M) services in most places of service took effect January 1, 2023. The coding and documentation revisions, adopted by the American Medical Association’s CPT Editorial Panel and approved by the Centers for Medicare and Medicaid Services (CMS), substantially simplify code selection and documentation. Effective January 1st, E/M services […]

<img width="658" height="374" src="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-25.png" class="attachment-full size-full wp-post-image" alt="" decoding="async" loading="lazy" srcset="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-25.png 658w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-25-300x171.png 300w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/HC-Blog-Post-Images-25-624x355.png 624w" sizes="(max-width: 658px) 100vw, 658px" />

Consolidated Appropriations Act of 2023 Changes Impacting Rural Health Clinics

January 19, 2023

The Consolidated Appropriations Act of 2023, also known as the “Omnibus” package, was signed into law by President Biden on December 29, 2022. Rural Health Clinics (RHCs) need to be aware of some of the changes that will impact them including new grant opportunities and behavioral health provisions. Opportunities for Rural Health Clinics from the […]

someone handing car keys to another person personal use of auto

<img width="658" height="374" src="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/Blog-Images-Commercial-19.png" class="attachment-full size-full wp-post-image" alt="someone handing car keys to another person personal use of auto" decoding="async" loading="lazy" srcset="https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/Blog-Images-Commercial-19.png 658w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/Blog-Images-Commercial-19-300x171.png 300w, https://blueco.wpenginepowered.com/wp-content/uploads/2023/01/Blog-Images-Commercial-19-624x355.png 624w" sizes="(max-width: 658px) 100vw, 658px" />

The Importance of Personal vs. Business Use of Auto

January 12, 2023

By Pam Swartout, Manager and Jacoby Shade, Staff Accountant at Blue & Co. Many business owners provide a company vehicle to their employees as part of their employment. This is a company benefit that has tax implications and is extremely important for both the employer and employee to understand these implications. Employers can deduct only […]

Subscribe to our newsletters.

Facebook

This message is only visible to admins.

Problem displaying Facebook posts. Backup cache in use.
Click to show error

Error: Error validating access token: The session has been invalidated because the user changed their password or Facebook has changed the session for security reasons.
Type: OAuthException

Congratulations to Gavin Fox! Gavin has earned the Certified Construction Industry Financial Professional (CCIFP) designation.

The CCIFP is the only standard to recognize those financial professionals with a superior understanding of the construction industry's financial opportunities and challenges. ... See MoreSee Less

4 days ago ·

View on Facebook

New rules for reporting evaluation and management (E/M) services in most places of service took effect January 1, 2023. The coding and documentation revisions, adopted by the American Medical Association’s CPT Editorial Panel and approved by the Centers for Medicare and Medicaid Services (CMS), substantially simplify code selection and documentation.

Read the article to learn about the changes that could impact your healthcare organization.

#healthcarecodingchanges #CMSupdate #physicianfeeschedule
hubs.la/Q01z41gb0 ... See MoreSee Less

6 days ago ·

View on Facebook

Quick Links

<img width="300" height="104" src="https://blueco.wpenginepowered.com/wp-content/uploads/2018/05/logo-blue-and-co-white-FULL-300x104.png" class="vc_single_image-img attachment-medium" alt="Blue & Co. Logo" decoding="async" loading="lazy" srcset="https://blueco.wpenginepowered.com/wp-content/uploads/2018/05/logo-blue-and-co-white-FULL-300x104.png 300w, https://blueco.wpenginepowered.com/wp-content/uploads/2018/05/logo-blue-and-co-white-FULL.png 500w" sizes="(max-width: 300px) 100vw, 300px" />

Copyright © 2023, Blue & Co., LLC.
All Rights Reserved.

See All Locations