Brett A Efimov, C.P.A., LTD.

10/12/2026

Are your beneficiary designations up to date? Marriage, divorce, and other life changes can affect who inherits your assets. Watch this video to learn why regular reviews are important.

10/05/2026

Learn when businesses must file Form 8300, what counts as cash, and the reporting rules that apply to large cash payments.

10/01/2026

When your business outgrows bookkeeping, the real opportunity begins. A Virtual CFO can help you turn financial complexity into clarity, improve cash flow, and make smarter decisions for the future. Curious how strategic financial leadership can change the game? Read now.

Transform your family-owned business with proactive virtual CFO leadership, advanced tax planning, and measurable strategic outcomes.

09/28/2026

Apple paid $43.2B in global income taxes last year—and nearly 40% went to Ireland. But here’s the twist: most of that wasn’t a regular tax bill, it was tied to a long-running EU dispute. Curious why Ireland fought to receive billions? Read now.

Apple paid $17.1 billion in taxes to Ireland, including billions in back taxes. Learn what drove the unusually large payment and why it matters.

09/28/2026

Recent Tax Court and Fifth Circuit rulings create uncertainty around when a limited partner’s income may be subject to self-employment tax. Learn what tax professionals need to know.

09/21/2026

Filed a tax extension? October 15 is the deadline to file your 2025 individual tax return. Remember, an extension to file is not an extension to pay.

09/17/2026

Think a missing Form 1099-K means your business income is tax-free? Think again. The new backup-withholding rules for payment platforms like PayPal, Venmo, and Stripe could affect your cash flow if your W-9 info isn’t accurate. Read now to protect your business and avoid surprises.

Learn how the finalized TPSO backup-withholding rules affect your business and Form 1099-K compliance. Keep your books reconciled and accurate.

09/14/2026

Learn how inherited traditional IRAs may be taxed, including distribution rules, spouse rollover options, and the 10-year rule for beneficiaries.

09/08/2026

If you rely on estimated tax payments, it’s important to make this installment on time to help avoid underpayment issues later in the year.

09/01/2026

Your books may be in order—but is your business truly on track? A Virtual CFO can help family-owned businesses improve cash flow, reduce tax drag, and make smarter decisions before issues turn into surprises. Find out how strategic financial leadership can create clarity, control, and confidence. Read now.

Learn how Virtual CFO services, advanced tax planning, and strategic advisory help family-owned businesses build a stronger financial future.