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Counting on Calibre

Counting on Calibre

著者： Calibre CPA Group
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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.

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  • The New LM-2 Final Rule: What Labor Unions Need to Know

    The New LM-2 Final Rule: What Labor Unions Need to Know
    2026/07/27

    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.

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    17 分
  • Cybersecurity for Employee Benefit Plans: Navigating the DOL's Guidance

    Cybersecurity for Employee Benefit Plans: Navigating the DOL's Guidance
    2026/06/29

    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.

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    14 分
  • Why Good Payroll Reporting Starts Before the Audit

    Why Good Payroll Reporting Starts Before the Audit
    2026/05/25

    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.

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    12 分
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