Beyond the Return: Year-End Tax Strategy as a CFO Planning Tool

Tax is no longer just a compliance exercise handed off at year-end. It shapes cash flow, capital investment timing, entity structure, and deal value. As CFOs finalize 2027 budgets and board plans, the decisions made in the next six weeks can meaningfully change next year's results.

Drawing on a background that spans tax advisory, financial planning, and hands-on accounting leadership, Joshua Bush of CBIZ will lead a practical, CFO-level discussion of how recent federal tax changes affect the decisions finance leaders own. Topics include restored 100% bonus depreciation, domestic R&D expensing, and the expanded interest deduction limits.

For finance leaders, the opportunity is to move beyond reacting to the return and to use tax strategy as a lever in budgeting, capital allocation, and long-term planning. 

CPE Learning Objectives:

• Time 2026 and 2027 capital expenditures to maximize cash flow impact.
• Use recent tax changes to strengthen budgeting, forecasting, and capital allocation.
• Evaluate entity structure with a future sale, recapitalization, or investment in mind.
• Translate tax strategy into clear recommendations for the CEO and board.
   

AGENDA:

Lunch will be provided.