Counting on Calibre
de Calibre CPA Group
Dernier épisode
Fraud in Not-for-Profits: Strengthening Controls and Reducing Risk
Fraud in Not-for-Profits: Strengthening Controls and Reducing Risk
À propos de ce podcast
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.
Épisodes
Les 20 épisodes les plus récents sur 21
- Fraud in Not-for-Profits: Strengthening Controls and Reducing Risk · 19 min · Saison 2 Épisode 7In Part 2 of this two-part series, Calibre CPA Group partners Glenn Eyrich and Art Budich discuss practical strategies to help not-for-profit organizations prevent fraud…
- Fraud in Not-for-Profits: Understanding the Risks · 19 min · Saison 2 Épisode 6Fraud can hit not-for-profits hard, affecting more than just the bottom line. In Part 1 of this two-part series, Calibre CPA Group partners Glenn Eyrich and Art Budich break down…
- Cybersecurity for Employee Benefit Plans: Putting Best Practices Into Action · 14 min · Saison 2 Épisode 5Partner Glenn Eyrich and Director of IT Brian Isenstein continue their conversation on cybersecurity for employee benefit plans with a closer look at the technical side. They…
- The New LM-2 Final Rule: What Labor Unions Need to Know · 17 min · Saison 2 Épisode 4Calibre 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…
- Cybersecurity for Employee Benefit Plans: Navigating the DOL's Guidance · 14 min · Saison 2 Épisode 3Partner 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…
- Why Good Payroll Reporting Starts Before the Audit · 12 min · Saison 2 Épisode 2Partner 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…
- Why Your Form 990 Doesn’t Match Your Financial Statements · 16 min · Saison 2 Épisode 1If 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…
- Why Payroll Compliance Audits Matter in Multi-Employer Benefit Plan Audits · 13 min · Saison 1 Épisode 14Felicia 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…
- Let's Talk Employer Payroll Audits · 15 min · Saison 1 Épisode 13Calibre 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…
- State Taxes, Composite Filings & PTE: What Self-Employed Partners Need to Know · 15 min · Saison 1 Épisode 12Jeff, 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…
- Breaking Down the One Big Beautiful Bill Act: What It Means for You · 17 min · Saison 1 Épisode 11In 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…
- Top Tax Deductions Every Self-Employed Professional Should Know · 19 min · Saison 1 Épisode 10Jeff Lewis, Ethan Gewolb, and Evan Peoples break down the most commonly overlooked tax deductions for self-employed individuals. From pension contributions and health insurance…
- Quarterly Tax Estimates 101 for New Partners & Solo Pros · 19 min · Saison 1 Épisode 9In 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…
- National Cybersecurity Awareness Month: Protecting Your Financial Data · 15 min · Saison 1 Épisode 8In 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…
- Key Changes in the 2024 Uniform Guidance Revision · 13 min · Saison 1 Épisode 7Calibre 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…
- Fidelity Bonding Overview for Labor Organizations · 18 min · Saison 1 Épisode 6Join 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…
- Budgeting for Not-for-Profits · 22 min · Saison 1 Épisode 5Join 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…
- Inside DOL Compliance Audits - Part 2: Preparing for the Process · 18 min · Saison 1 Épisode 4In 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…
- Inside DOL Compliance Audits - Part 1 - Red Flags and Risk Areas · 18 min · Saison 1 Épisode 3In 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…
- Fiscal Fitness for Labor Unions: Measuring, Comparing & Strengthening Finances · 16 min · Saison 1 Épisode 2Join 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…
