Explore every episode of the podcast Counting on Calibre
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The New LM-2 Final Rule: What Labor Unions Need to Know | 27 juil. 2026 | 00:17:19 | |
Calibre Partners Glenn Eyrich and Liz Saleeby break down the Department of Labor's new LM-2 Final Rule and what it means for labor organizations. They discuss updated filing thresholds, reporting changes, the new LM-2 long form, and practical steps unions can take to prepare for the new requirements. | |||
| Cybersecurity for Employee Benefit Plans: Navigating the DOL's Guidance | 29 juin 2026 | 00:14:21 | |
Partner Glenn Eyrich and Director of IT Brian Isenstein discuss the Department of Labor's (DOL) cybersecurity guidance and its implications for employee benefit plans. They cover written cybersecurity programs, annual risk assessments, third-party vendors, employee training, and the need for ongoing cybersecurity attention—not a one-time effort. | |||
| Why Good Payroll Reporting Starts Before the Audit | 25 mai 2026 | 00:12:13 | |
Partner Mary Margaret Prange joins Director Felicia Smith to talk about accurate employer reporting and what plans can do before problems show up in a payroll audit. They discuss collection policies, employer training, audit timing, and common reporting issues that can lead to findings later on. | |||
| Why Your Form 990 Doesn’t Match Your Financial Statements | 27 avr. 2026 | 00:16:13 | |
If you’ve ever wondered why your audited financial statements don’t line up exactly with your Form 990, you’re not alone. In this episode, Calibre Partner Lila Leno and Tax Director Erin Cranmer break down how functional expenses are reported under GAAP versus tax rules—and why differences can happen, even when the underlying data is the same, with a closer look at what’s driving those differences behind the scenes. | |||
| Why Payroll Compliance Audits Matter in Multi-Employer Benefit Plan Audits | 30 mars 2026 | 00:13:03 | |
Felicia Smith and Mary Margaret Prange discuss why payroll compliance audits are a must perform process for a multi-employer benefit plan. They walk through why and how auditors rely on them to evaluate completeness of employer contributions during financial statement audits of multi-employer benefit plans, how the audit periods can vary, and why the results are essential as part of the overall financial statement audit process. | |||
| Let's Talk Employer Payroll Audits | 24 févr. 2026 | 00:15:05 | |
Calibre Partner Mary Margaret Prange and Director Felicia Smith have a practical conversation about how employer payroll audits work for multi-employer benefit plans. They walk through what they look at, how often audits happen, and some of the most common mistakes they find. | |||
| State Taxes, Composite Filings & PTE: What Self-Employed Partners Need to Know | 26 janv. 2026 | 00:14:58 | |
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. | |||
| Breaking Down the One Big Beautiful Bill Act: What It Means for You | 29 déc. 2025 | 00:17:25 | |
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. | |||
| Top Tax Deductions Every Self-Employed Professional Should Know | 24 nov. 2025 | 00:18:41 | |
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. | |||
| Quarterly Tax Estimates 101 for New Partners & Solo Pros | 27 oct. 2025 | 00:18:33 | |
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. | |||
| National Cybersecurity Awareness Month: Protecting Your Financial Data | 29 sept. 2025 | 00:15:18 | |
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. | |||
| Key Changes in the 2024 Uniform Guidance Revision | 25 août 2025 | 00:13:17 | |
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. | |||
| Fidelity Bonding Overview for Labor Organizations | 28 juil. 2025 | 00:17:46 | |
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. | |||
| Budgeting for Not-for-Profits | 30 juin 2025 | 00:22:08 | |
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. | |||
| Inside DOL Compliance Audits - Part 2: Preparing for the Process | 27 mai 2025 | 00:18:14 | |
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. | |||
| Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas | 28 avr. 2025 | 00:17:34 | |
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. | |||
| Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances | 26 mars 2025 | 00:15:34 | |
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. | |||
| From Policy to Impact: How an IPS Shapes Nonprofit Investments | 26 mars 2025 | 00:19:26 | |
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. | |||