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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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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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 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 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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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 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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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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