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 1...
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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 1...
Inside DOL Compliance Audits - Part 2: Preparing for the Process
Counting on Calibre
18 minutes
5 months ago
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!
Counting on Calibre
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 1...
