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Hosted by Unknown Host · 🇺🇸 US · EN-US · 18 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Counting on Calibre, a business show with 18 episodes published.
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 lo
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 ri
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, a
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
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 e
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
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. Got a question? Contact us! Fo
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
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,
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 owne
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 thre
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, terminol
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 betwee
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 n
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 mana
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 ina
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 un
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 supp
Jeff Lewis
California attorney · David Eccles School of Business
2 appearances on this show
Lila Leno
Calibre
1 appearance on this show
Mary Margaret Prange
Calibre
1 appearance on this show
Brian Isenstein
Calibre
1 appearance on this show
Tom DeMayo
PKF O’Connor Davies
1 appearance on this show
Justin Rogers
Calibre CPA Group
1 appearance on this show
Art Budich
Calibre
1 appearance on this show
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Counting on Calibre is hosted by Unknown Host. The show is categorised under business (non-profit) and has published 18 episodes.
Counting on Calibre has published 18 episodes.
Counting on Calibre regularly covers business, non-profit, management. It sits in the business category, with a non-profit focus.
Counting on Calibre is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Counting on Calibre average 17 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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