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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