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On Demand Webinar: The Medicare Annual Wellness Visit: Moving Toward Benchmark

Since the initiation of Annual Wellness Visits (AWVs) in 2011, many health systems have attempted to increase the volume of these preventative visits for their Medicare and Medicare Advantage patients. Unfortunately, many systems have not taken the time or deployed adequate resources to effectively overcome the many barriers to an effective AWV program. In this webinar, Steve and John discuss why the Annual Wellness Visit offers a win-win-win benefit for patients, providers, and health systems.

Speakers: Steve Jarosinski & John Wortley


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Kwong IRS penalty refund claim

Kwong Court Decision May Create IRS Penalty Refund Opportunities for Taxpayers

By Aimee Reavling, CPA, Director and Sara Jacobi, CPA, Firm Director of Taxation at Blue & Co. Recent court decisions, including Kwong v. United States, may create an opportunity for […]

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ASC 860 accounts receivable factoring

Accounts Receivable Factoring: What Manufacturers Need to Know About ASC 860

By Stephen Clyde, CPA, Manager at Blue & Co. In today’s environment, many manufacturers and distributors are taking a fresh look at how they manage working capital. Longer customer collection […]

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SECURE 2.0 not-for-profit compliance

SECURE 2.0: Why 2026 Is a Critical Compliance Year for Not-for-Profits

By Holly Fields, CPA, Senior Manager at Blue & Co. The SECURE 2.0 Act was signed in December 2022 and builds on the original SECURE Act to improve retirement savings […]

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