Thomson Reuters

Act now for a better tomorrow: Practical year-end considerations for the tax department

Live Event Date: 16 December, 2021

Live Event Time: 11:00 AM CT

Hosted by Thomson Reuters

How can organizations remain steady in an endless sea of uncertainty? What quick wins can organizations and their tax teams use to close out 2021 strong and position themselves for a successful 2022?

Organizations have to continue to plan for what they know and what is to come when regulations change in state, national and international jurisdictions. On top of that, tax departments also have to think about growing resource constraints, change management, emerging technologies, and the growing sophistication of tax authorities. How can tax teams gain a deeper understanding of tax law changes like Tax Reform AJCA, Biden Proposals, GMT?

Organizations are counting on their tax teams to increase efficiency and provide actionable insights and analysis. Tax departments are experiencing a dramatic shift from a compliance center to a strategic business partner.

Melissa Oaks and guest David Gassman in this webinar, will talk about how tax teams can create actionable year-end checklists, identify quick wins, and share best practices and tips for a successful 2022. They will discuss how teams can align with corporate finance to understand the business and deal with particular one-off transactions and their potential unique tax treatment. They will also focus on critical solutions to set the stage for 2022.

After today's session, you will be able to:

Identify tools and solutions that would help understand incoming and ongoing tax rules and regulations
Understand the landscape of tax research
Risks for both public and private tax practitioners
Manage the risk of the unknown and minimize blind spots
Increase profitability and productivity
Become a key driver for strategic initiatives and drive business transformation

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Melissa A. Oaks

Director of Current Awareness for Thomson Reuters Checkpoint

Melissa A. Oaks is Director of Current Awareness for Thomson Reuters Checkpoint. Prior to this role, Melissa was a Proposition Manager for ONESOURCE Indirect Tax and Managing Editor of State & Local Tax for Checkpoint Catalyst. Before joining Thomson Reuters in 2013, Melissa practiced law in New York. She is a graduate of Cornell University and Columbia Law School and earned an LL.M. in Taxation from NYU School of Law.

David Gassman

David Gassman

Director and Head of Tax Operations and Restricted Securities

David is currently a Director and Head of Tax Operations and Restricted Securities. Prior to this role, he was a Vice President of Tax and Regulatory Operations at Goldman Sachs. Prior to Joining Goldman Sachs, David held management roles focused on client service, tax, strategy development and implementation and program management covering a broad range of global financial products at various wall street and custodian firms.

David holds a Masters of Business Administration (MBA) in Accounting and Taxation from Long Island University and received a Bachelor’s of Science (BS) in Finance from Saint John’s University. David has FINRA registrations 7 and 63 and is an active member of the Securities Industry and Financial Markets Association (SIFMA) and the Financial Information Forum (FIF).