Counting on Calibre

Calibre CPA Group
  • 5.0 (2)
  • NON-PROFIT

Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.

Episodes

  1. JAN 26

    State Taxes, Composite Filings & PTE: What Self-Employed Partners Need to Know

    Jeff, Ethan, and Evan discuss what you need to know when you live in one state but earn income in others, including composite filings, PTE taxes, and how to avoid filing in multiple states.  Got a question? Contact us! For more Counting On Calibre, click here!

    15 min

  2. 12/29/2025

    Breaking Down the One Big Beautiful Bill Act: What It Means for You

    In this episode, Jeff, Ethan, and Evan unpack parts of the One Big Beautiful Bill Act—its major tax changes, why it was introduced, and what business owners and individuals should be watching. From SALT deduction updates to bonus depreciation, QBI changes, and estate tax clarity, the team walks through the provisions shaping tax planning. Got a question? Contact us! For more Counting On Calibre, click here!

    17 min

  3. 11/24/2025

    Top Tax Deductions Every Self-Employed Professional Should Know

    Jeff Lewis, Ethan Gewolb, and Evan Peoples break down the most commonly overlooked tax deductions for self-employed individuals. From pension contributions and health insurance premiums to unreimbursed business expenses, mileage, and home office rules, this episode offers clear guidance on what you can deduct and how to stay compliant with IRS requirements. Got a question? Contact us! For more Counting On Calibre, click here!

    19 min

  4. 10/27/2025

    Quarterly Tax Estimates 101 for New Partners & Solo Pros

    In this episode, Calibre Tax Partner Jeff Lewis is joined by Tax Director Ethan Gewalb and Supervising Senior Evan Peoples to demystify estimated taxes for self-employed individuals, new partners, and small business owners. They cover the fundamentals—methods, due dates, penalties—and then dig into what really matters: cash-flow management, dynamic projections, communication with your advisor, and planning moves like expense timing. If you want fewer surprises and more confidence by January 15 and April 15, start here. Got a question? Contact us! For more Counting On Calibre, click here!

    19 min

  5. 09/29/2025

    National Cybersecurity Awareness Month: Protecting Your Financial Data

    In this special National Cybersecurity Awareness Month episode, Calibre’s Director of IT, Brian Isenstein, sits down with Tom DeMayo, Calibre’s virtual CISO and Partner at PKF O’Connor Davies, to discuss the growing threats to financial data. From ransomware and business email compromise to the role human behavior plays in breaches, they share real-world examples and practical strategies for prevention and response. Listeners will walk away with insights on employee training, password management, multifactor authentication, and why preparation is the cornerstone of cybersecurity resilience. Got a question? Contact us! For more Counting On Calibre, click here!

    15 min

  6. 08/25/2025

    Key Changes in the 2024 Uniform Guidance Revision

    Calibre Audit Partners Lila Leno and David Binstock break down the most significant changes to federal funding compliance in over a decade. Learn how the 2024 revision to the Uniform Guidance impacts thresholds, terminology, cost principles, and audit requirements—and what recipients should do now to prepare. Got a question? Contact us! For more Counting On Calibre, click here!

    13 min

  7. 07/28/2025

    Fidelity Bonding Overview for Labor Organizations

    Join Arthur Budich and Glenn Eyrich, Partners at Calibre CPA Group, as they unpack the often-neglected area of governance—fidelity bonding requirements in labor unions. In this episode, they explain the difference between fidelity and fiduciary bonding, outline who must be covered, and walk through how to calculate the required coverage under the Labor-Management Reporting and Disclosure Act (LMRDA). With practical insights for local and international unions alike, they offer clear guidance on how to stay compliant and avoid costly gaps in coverage before problems arise. Got a question? Contact us! For more Counting On Calibre, click here!

    18 min

  8. 06/30/2025

    Budgeting for Not-for-Profits

    Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they discuss budgeting strategies tailored for not-for-profit organizations. From balancing multiple programs and funding sources to navigating inflation, donor shifts, and software options, they share practical tips and insights. Whether you're using Excel templates or exploring budgeting tools, this episode offers guidance to help nonprofits stay flexible, strategic, and financially resilient. Got a question? Contact us! For more Counting On Calibre, click here!

    22 min

  9. 05/27/2025

    Inside DOL Compliance Audits - Part 2: Preparing for the Process

    In Part 2 of our series on Department of Labor audits, Calibre partners Art Budich and Glenn Eyrich walk through what to expect once your organization is selected for a compliance audit. From preparing documents and managing communications to working with investigators and understanding final results, this episode offers practical guidance to help labor unions navigate the audit process with confidence. Got a question? Contact us! For more Counting On Calibre, click here!

    18 min

  10. 04/28/2025

    Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas

    In Part 1 of this two-part series, Calibre partners Art Budich and Glenn Eyrich break down what labor unions need to know about Department of Labor (DOL) audits and investigations. From triggers like late filings and inadequate documentation to common red flags and fraud risks, they share key insights to help your organization stay prepared and compliant. Got a question? Contact us! For more Counting On Calibre, click here!

    18 min

  11. 03/26/2025

    Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances

    Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they explore the financial health of labor unions. This episode covers key financial metrics and how benchmarking analysis can help unions assess their performance and plan strategically for the future. Got a question? Contact us! For more Counting On Calibre, click here!

    16 min

  12. 03/26/2025

    From Policy to Impact: How an IPS Shapes Nonprofit Investments

    Join Karen Roche, Partner, and Justin Rogers, Senior Manager at Calibre CPA Group, as they unpack the essentials of Investment Policy Statements for nonprofits. From understanding what an IPS is to crafting one that supports your organization’s mission, this episode offers practical guidance for nonprofit leaders and finance professionals alike. Got a question? Contact us! For more Counting On Calibre, click here!

    19 min
  • 12 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Seasoned professionals chatting about current accounting, audit, tax, and operational issues germane to tax-exempt entities including nonprofits, associations, employee benefit plans, labor unions, and other business enterprises.

Information

  • Creator
    Calibre CPA Group
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © 2026 Counting on Calibre
  • Show Website
    Counting on Calibre