Counting on Calibre Tue, 10 Mar 2026 14:45:32 -0400 https://www.buzzsprout.com/2184078 en-us © 2026 Counting on Calibre yes c8acd28f-9a25-5bbc-a42a-15400b17977c nadine@verasolve.com Calibre CPA Group episodic false 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.

]]> Buzzsprout (https://www.buzzsprout.com) Calibre CPA Group, Counting on Calibre, Accounting, Calibre, CPA Group, accounting podcast, nonprofit accounting, nonprofit, not-for-profit Calibre CPA Group nadine@verasolve.com https://storage.buzzsprout.com/9wzm47ivh3eg4nafh9et8yqescyg?.jpg Counting on Calibre Let's Talk Employer Payroll Audits Let's Talk Employer Payroll Audits 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-18728885 Tue, 24 Feb 2026 06:00:00 -0500 905 Accounting, Accounting Podcast, Calibre CPA Group, Counting on Calibre, Accounting Services, payroll audit, multi-employer benefit plans, employer payroll audits, payroll audits 1 13 full false State Taxes, Composite Filings & PTE: What Self-Employed Partners Need to Know 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. 

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]]> 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. 

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]]> Calibre CPA Group Buzzsprout-18570659 Mon, 26 Jan 2026 08:00:00 -0500 898 Accounting, Accounting Podcast, Counting on Calibre, State Taxes. Composite Return, Composite Filing, PTE taxes 1 12 full false Breaking Down the One Big Beautiful Bill Act: What It Means for You 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-18424266 Mon, 29 Dec 2025 06:00:00 -0500 1045 Accounting, Accounting Podcast, Counting on Calibre, QBI, QBI Deduction, SALT deduction, Estate Tax, OBBA 1 11 full false Top Tax Deductions Every Self-Employed Professional Should Know 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-18241951 Mon, 24 Nov 2025 06:00:00 -0500 1121 Accounting, Accounting Podcast, Calibre CPA Group, Counting on Calibre, Accounting Services, quarterly tax estimates, taxes, Tax Planning, small businesses, self employed, self employed taxes 1 10 full false Quarterly Tax Estimates 101 for New Partners & Solo Pros 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.

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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 15 and April 15, start here.

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]]> Calibre CPA Group Buzzsprout-18069948 Mon, 27 Oct 2025 06:00:00 -0400 1113 Accounting, Accounting Podcast, Calibre CPA Group, Counting on Calibre, Accounting Services, quarterly tax estimates, taxes, Tax Planning, small businesses, self employed, self employed taxes 1 9 full false National Cybersecurity Awareness Month: Protecting Your Financial Data 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-17911425 Mon, 29 Sep 2025 06:00:00 -0400 918 Accounting Podcast, Calibre CPA Group, Counting on Calibre, Accounting, Accounting Services, Cybersecurity, Cybersecurity Awareness Month, Protecting Your Financial Data 1 8 full false Key Changes in the 2024 Uniform Guidance Revision 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-17710317 Mon, 25 Aug 2025 06:00:00 -0400 797 Key Changes in the 2024 Uniform Guidance Revision, Uniform Guidance, Labor Unions, nonprofit, not-for-profit, Calibre CPA Group, Counting on Calibre, Accounting, Accounting Services 1 7 full false Fidelity Bonding Overview for Labor Organizations 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-17559030 Mon, 28 Jul 2025 06:00:00 -0400 1066 Fidelity Bonding Overview for Labor Organizations, Department of Labor, Labor Unions, Fidelity Bonding, Calibre CPA Group, Counting on Calibre, Accounting, Accounting Services 1 6 full false Budgeting for Not-for-Profits 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-17390623 Mon, 30 Jun 2025 06:00:00 -0400 1328 not-for-profit, nonprofit, accounting, accounting podcast, nonprofit budgeting, not-for-profit accounting, Budgeting for Not-for-Profits, Counting on Calibre, Calibre CPA Group 1 5 full false Inside DOL Compliance Audits - Part 2: Preparing for the Process 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-17198077 Tue, 27 May 2025 06:00:00 -0400 1094 Inside DOL Compliance Audits - Part 2: Preparing for the Process, Department of Labor, Labor Unions, DOL audits, Calibre CPA Group, Counting on Calibre, Accounting, accounting services 1 4 full false Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas 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.

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]]> 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!

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]]> Calibre CPA Group Buzzsprout-17031292 Mon, 28 Apr 2025 06:00:00 -0400 1054 Calibre CPA Group, Accounting, Accounting Podcast, Counting On Calibre, Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas, Compliance Audits, DOL, Department of Labor, Labor Unions, DOL Audits Podcast, DOL Audits Discussion, Compliance Disc 1 3 full false Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-16859222 Wed, 26 Mar 2025 14:00:00 -0400 934 Labor Union Financial Health, Key Metrics, & Benchmarking Analysis, Calibre CPA Group, Accounting Firm Podcast, Accounting, Counting on Calibre 1 2 full false From Policy to Impact: How an IPS Shapes Nonprofit Investments 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.

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]]> 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.

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]]> Calibre CPA Group Buzzsprout-16859210 Wed, 26 Mar 2025 14:00:00 -0400 1166 Calibre CPA Group, Accounting, Accounting Podcast, Investment Policy Statements - What They Are, And How To Understand Them, Investment Policy Statement podcast, Counting On Calibre 1 1 full false