ONESOURCE WEBINAR

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

Practical year-end considerations for the tax department
34:21

Speakers

Melissa A. Oaks
Director of Current Awareness for Thomson Reuters Checkpoint

David Gassman
Director and Head of Tax Operations and Restricted Securities

Melissa Oaks and guest David Gassman 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

Speaker bios

  • 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
    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).

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