866.464.2839 | info@calibrecpa.com

Labor Unions

Navigating the Ever-Changing Times

For many years, we have been providing labor unions with value-added accounting, auditing, consulting and tax services that help them strengthen internal controls and enhance administrative efficiencies. As one of the nation’s premier accounting and advisory firms for labor organizations, our experienced professionals build strong relationships with our clients and are trained to understand the unique regulatory and compliance requirements they face.

Calibre CPA Group’s thorough understanding of relevant Department of Labor (DOL) and Internal Revenue Service (IRS) reporting and operational requirements help our clients overcome financial challenges. Our seminars and webinars help labor unions stay informed by providing education and guidance on key topics such as compliance with DOL and IRS regulations and reporting requirements, financial and accounting policies, industry best practices and more. With our annual National Labor Union Report, labor unions can also analyze and compare data to their peers.

Our specialized services for labor unions includes:

Auditing & Assurance

  • Financial statement audits
  • Agency fee (Dues Objector) audits
  • ICAP/CAP readiness consulting
  • Internal control assessments and recommendations

Forensic & Risk Advisory Services

  • Forensic audits
  • Fraud examinations
  • Internal control reviews
  • Local union and affiliate operational reviews

Tax & Regulatory Reporting

  • Preparation and review of various tax/informational returns
  • State and local tax compliance
  • Unrelated Business Income Tax (UBIT) planning
  • Preparation of LM-2, LM-3 and other DOL returns

Accounting & Financial Services

  • CFO/Controllership services
  • Accounting system implementation
  • Audit preparation
  • Assistance with monthly closing
  • Preparation of internal financial statements
  • Budget development, preparation and performance reporting

Brochure

Talk With A Labor Union Specialist

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Ready to see the difference?