Counting on Calibre

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Counting on Calibre

Calibre CPA Group

9 episodes

1 week ago

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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Non-Profit

Business,

Management

Episodes (9/9)

Counting on Calibre

Quarterly Tax Estimates 101 for New Partners & Solo Pros

1 week ago

18 minutes

Counting on Calibre

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...

1 month ago

15 minutes

Counting on Calibre

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!

2 months ago

13 minutes

Counting on Calibre

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 o...

3 months ago

17 minutes

Counting on Calibre

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 questi...

4 months ago

22 minutes

Counting on Calibre

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!

5 months ago

18 minutes

Counting on Calibre

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!

6 months ago

17 minutes

Counting on Calibre

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!

7 months ago

19 minutes

Counting on Calibre

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!

7 months ago

15 minutes