September 21, 2026 – Jeffrey Gershen, Aprio’s National Tax Practice Leader and Tax Partner, and Carli Huband, National Specialty Tax Leader and Tax Partner at Aprio, authored an article for CFO Dive examining how tax planning has evolved from a compliance function to a key component of business strategy.
In the article, Jeffrey and Carli explain that tax considerations are increasingly influencing decisions related to growth initiatives, technology investments, mergers and acquisitions, capital allocation, and cash flow management. They note that tax is no longer simply documenting the outcomes of business decisions but is helping organizations shape those decisions before they are finalized.
Jeffrey and Carli highlight how tax opportunities and risks often originate outside the tax department, with activities across HR, operations, engineering, procurement, finance, and IT creating new tax implications. They emphasize that organizations that integrate tax insights earlier in the planning process are better positioned to identify opportunities, address risks, and make informed business decisions.
Read the full article on CFO Dive.