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...
National Cybersecurity Awareness Month: Protecting Your Financial Data
Counting on Calibre
15 minutes
1 month ago
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 managem...
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...
