TaxNotes: Can Tax Experts Thrive in Private Equity’s Evolving World
Efficiency vs. Trust: Can Tax Survive the Private Equity Model?
Private equity is remaking the accounting profession, one acquisition at a time — and it’s not just CPA firms that will feel the impact. In-house tax leaders could soon face inflated costs, continuity risks, and a labor market too thin to support rebuilding domestic capacity if offshoring falters.
In Can Tax Experts Thrive in Private Equity’s Evolving World?, we unpack these hidden ripple effects and how forward-looking tax professionals can protect what matters most while seizing new opportunities.
TaxNotes - Fractional Tax Leaders: A Smarter Way to Fill the Gap
Scaling Fast? Don’t Let Tax Be Your Blind Spot
Scaling your business brings opportunity — and a minefield of tax risk. Structuring deals, navigating compliance, and mentoring internal talent all require executive-level leadership. But what if you’re not ready to hire one full-time?
Our latest article, Fractional Tax Leaders: A Smarter Way to Fill the Gap, explores why more growth-stage companies and private equity firms are turning to fractional tax leaders: Agile, experienced professionals who deliver high-impact results exactly when and where they’re needed most.
TaxNotes - Breaking Down Finance Silos: A New Era for Tax Leadership
Breaking Down Finance Silos: Is Tax the New Strategic Connector?
In this conversation with Tony Santiago, senior executives from Disney, Perrigo, and Carrier explore how tax is reshaping its role, forging stronger cross-functional ties, and creating enterprise-wide impact — with leadership development at the center.
Is this the beginning of a more integrated finance function, one where responsibilities blend and collaboration becomes the norm?
Will the next generation of finance professionals be cross-trained across all functional areas such as tax, treasury, FP&A, and others—earlier in their careers? If so, the future of finance may be more connected, agile, and resilient than ever before.
TaxNotes - Spoiler Alert: Tax Leadership Must Educate Finance and HR
Tax leaders are retiring faster than companies can replace them. Now what?
It's the conversation Finance and HR aren't prepared for: Your tax department faces a leadership vacuum that external hiring can't solve. Senior leaders are retiring, and the next generation is unprepared — not because they lack talent, but because no one has invested in their growth.
In Spoiler Alert: Tax Leadership Must Educate Finance & HR, we reveal why talent development timelines have collapsed, how "efficiency" initiatives are making the problem worse, and the critical steps tax leaders must take now.
The leadership gap isn't coming — it's here. Are you ready for the conversation that will determine your tax department's future?
TaxNotes - Tax Talent Landscape 2025: Navigating New Complexities
Mounting Pressure, Leadership Gaps, and Remote Shifts: Tax’s New Reality
? Mounting workload pressures
? An unprecedented generational leadership vacuum
? A fundamental shift in how and where work gets done.
These aren't just trends — they're the realities reshaping tax departments in 2025.
The stakes have never been higher. Mid-sized companies are suddenly competing for—and winning—elite talent previously locked into major firms. The remote work revolution has created two distinct career trajectories, each with its own opportunities and trade-offs. Meanwhile, the window for strategic transitions to corporate roles is narrowing, making timing more critical than ever.
Discover how forward-thinking tax leaders are navigating these changes and positioning their departments for success in Tax Talent Landscape 2025: Navigating New Complexities, our comprehensive analysis of the upcoming tax talent landscape.
The question isn't if change is coming: It's whether you're prepared to harness it.
TaxNotes: A Tax Leader’s Guide to Navigating Uncertainty After the 2024 Election
Tony’s Take: Navigating Tax Uncertainty After the 2024 Election
The Republican sweep of 2024 has reshaped the tax landscape overnight. From potential TCJA extensions to evolving OECD compliance requirements, tax leaders face unprecedented strategic challenges.
In his latest analysis, Tony provides a practical roadmap for success. Discover how to translate complex policy shifts into actionable insights, build confidence with your CFO, and position your tax department as a strategic asset. Learn the four critical areas demanding immediate attention and specific approaches to guide your organization through accelerated change.
Don’t miss this essential read for staying ahead in today’s unpredictable tax environment.
TaxNotes - Why Tax Succession Planning Might Have a New Twist
The Tax Leadership Crisis No One Saw Coming
As baby boomers retire from corporate tax leadership, many organizations assume Gen X will naturally step into their roles. But the reality is far more complex — and potentially problematic.
Shrinking generational talent pools, shifting career priorities, and the rising "blocker effect" are just some of the challenges threatening the traditional succession model. Discover why the next wave of tax leaders might make dramatically different choices than their predecessors, and what this means for your organization's future.
Are your assumptions about the leadership pipeline putting your department at risk? Discover how to adapt your strategy to this generational crossroads.
TaxNotes - Tax Department Leadership: Effective Succession Strategies
Succession planning isn't just about preparing for the next person in line; it's about shaping the future of your tax department.
The stakes are high, but effective stakeholder engagement is the game-changer. Engaging key players — CFOs, HR, corporate cross-functional tax leaders, and even external auditors — adds layers of insight that can unlock surprising opportunities. But beware, unexpected preferences and hidden priorities can emerge from these conversations, making the decision far from straightforward.
Timing is crucial. Delaying the transition could cost your organization dearly in both time and talent. The key to a seamless transition lies in understanding your internal talent, aligning stakeholders early, and remaining open to strategy-shifting surprises.
Choosing between an internal rising star or an external game-changer could shape your company's tax strategy for years. Some forward-thinking organizations are quietly 'talent mapping' the market, even with promising internal candidates. In today's competitive landscape, the next great tax leader might emerge from unforeseen places.
As companies navigate this complex transition, they're discovering that succession planning is not just about filling a position – it's about ensuring the continued growth and success of the entire organization.
