Counting on Calibre

Why Your Form 990 Doesn’t Match Your Financial Statements

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 expenses are reported under GAAP versus tax rules—and why differences can happen, even when the underlying data is the same, with a closer look at what’s driving those differences behind the scenes. They also share what auditors look for, where organizations tend to run into trouble, and how to approach allocations in a way that holds up under both audit and public scrutiny. Got a question? Contact us! [https://calibrecpa.com/contact/] For more Counting On Calibre, click here! [https://calibrecpa.com/counting-on-calibre/]

Why Payroll Compliance Audits Matter in Multi-Employer Benefit Plan Audits

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 employer contributions during financial statement audits of multi-employer benefit plans, how the audit periods can vary, and why the results are essential as part of the overall financial statement audit process. Got a question? Contact us! [https://calibrecpa.com/contact/] For more Counting On Calibre, click here! [https://calibrecpa.com/counting-on-calibre/]

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. Got a question? Contact us! [https://calibrecpa.com/contact/] For more Counting On Calibre, click here! [https://calibrecpa.com/counting-on-calibre/]

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.  Got a question? Contact us! [https://calibrecpa.com/contact/] For more Counting On Calibre, click here! [https://calibrecpa.com/counting-on-calibre/]

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. Got a question? Contact us! [https://calibrecpa.com/contact/] For more Counting On Calibre, click here! [https://calibrecpa.com/counting-on-calibre/]