CFOs Lean in on Taxes as Optimism Rises

Overview

Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances. 

Explore the full survey report for actionable business strategies to maximize tax savings, manage tariffs, and implement AI.

Advisor Thinking