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Published on August 24, 2026 1 min read

Jeffrey Gershen and Carli Huband Discuss Why Tax Planning Should Be a Year-Round Strategy on CFO Dive

Jeffrey Gershen & Carli Huband - CFO Dive

August 24, 2026Jeffrey Gershen, Aprio’s National Tax Practice Leader and Tax Partner, and Carli Huband, National Specialty Tax Leader and Tax Partner at Aprio, authored a sponsored article for CFO Dive highlighting why tax planning should be treated as a year-round business strategy rather than a seasonal exercise.

In the article, Jeffrey and Carli explain that delaying tax planning can lead to missed credits, delayed cash flow opportunities, and inaccurate financial forecasts. They encourage CFOs to integrate tax considerations into ongoing business planning, noting that today’s environment of AI-driven decision-making, evolving regulations, and increased scrutiny from tax authorities requires a more proactive approach and outline five habits finance leaders can adopt to strengthen tax outcomes throughout the year.

Read the full article on CFO Dive.