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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


application of CECL to accounts receivable

Application of CECL to Accounts Receivable

By Priya Singleton, CPA, Director at Blue & Co. The Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-13 Financial Instruments – Credit Losses (Topic 326): Measurement of Credit Losses on Financial Instruments in 2016. The ASU applies to all reporting entities, not just banks and financial institutions, and is effective for all […]

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Beginner's Guide to Rental Income for Non-profits

Beginner’s Guide To Rental Income For Non-profits: Taxable Or Not?

Determining when to include rental income in your unrelated business income (UBI) tax calculation can be challenging; however, it is a commonly conducted non-profit organization activity. We created a beginner’s guide checklist to help you get started. There are two common types of rental income we see among our non-profit clients: Real Property: Providing low-income […]

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Headshot of Bob Ellis | Bob Ellis, Director at Blue & Co., LLC | Bob Ellis, Director of Aliign Business Services | Bob Ellis Named Supervisory Committee Volunteer at FORUM Credit Union

Bob Ellis Named Supervisory Committee Volunteer at FORUM Credit Union

CARMEL, Ind. (September 27, 2023) – Blue & Co., LLC is pleased to announce that Bob Ellis has joined FORUM Credit Union as a Supervisory Committee Volunteer. “I have been a FORUM member since 1992,” said Ellis. “This is a chance for me to give back to my community and an institution that has given […]

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