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August 2017 Archive

The Ohio Virtual Tax Academy (OVTA) is a free event designed to provide tax-related information to small business owners. Attorneys and accountants are also invited to attend and can earn up to three (3) CLE credits (pending Ohio Supreme Court approval) and up to three and a half (3.5) CPE credits. More information about the next OVTA will be available soon.

The latest event is scheduled for: August 16, 2017 

 

Important: If you are seeking CLE and/or CPE credit, you will be expected to watch/listen for the VTA “code words” that will be scattered throughout the presentations.  There are a total of six words that you will need to remember.  Upon exiting the event, you will be prompted to supply the code words in order to receive credit.  Failure to identify the appropriate code words will result in a loss of possible credit awarded. Effective January 1, 2014, attorneys may earn up to 12 hours of self-study CLE credit towards their annual limit from online webinars. The Ohio Department of Taxation is an equal opportunity employer and provider of ADA services.

If you have any questions please email Organizational Development or call us at (614) 466-7560. Our normal business hours are Mon-Fri 8:00 am - 5:00 pm.

Important:

The information presented in the slide presentations and contained in the FAQs is accurate as of the date of the presentation. To the extent that the positions stated in the FAQs do not conflict with any recent legislation, such positions are still in effect.  However, please note that the presentations and FAQs related to OVTA webinars are static and will not be updated to reflect more recent legislation, rules, court decisions, Information Releases or other types of guidance.  Additionally, many times the facts and circumstances surrounding the specific scenario will impact the answer.  Please contact the Department directly if you have any questions (Individual Income Tax - (800) 282-1780 or Business Tax - (888) 405-4039).

8:20 - 8:30

Opening Remarks

Nathan Wright & Joe Testa

8:30 - 9:30

Legislative Updates

This session will provide an overview of the tax changes included in the recently passed state biennial budget, Am. Sub. H.B. 49. Topics will include changes to Ohio’s income tax, sale and use taxes, and administration of municipal income tax on business net profits.
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Joe Testa, Tim Lynch & Adam Schwiebert

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9:30 - 9:40

Break

 

9:40 - 10:40

Use Tax

This session will provide an overview of Ohio’s Consumer’s Use Tax, detailing what is subject to consumer’s use tax, how to accurately report the tax, and how to pay any obligation. The session will additionally define business fixtures, successor liability, and explain the benefits of a voluntary disclosure agreements.
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Dale Race & Holly Lynch

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10:40 - 10:50

Break

 

10:50 - 11:50

Small Business Deduction/Business Income Deduction

This session will cover some common errors and miscalculations discovered by the Audit Division through the audit of the Small Business Investor Income Deduction (IT-SBD – 2013 and 2014) and the Business Income Deduction (IT-BUS – 2015 and forward).
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Matthew Dodovich & Jonathan Brown

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 11:50 - 12:00

Evaluations/Closing Remarks

Nathan Wright

 

Joe Testa

Joe Testa            

Tax Commissioner

Joe W. Testa is the 18th Tax Commissioner to lead the Ohio Department of Taxation. The Tax Commissioner is responsible for administering and enforcing most state and many local government taxes, including the state income tax, state and local sales taxes, and several business and excise taxes. All told, these taxes provide approximately $30 billion in revenues to support funding of Ohio’s schools and colleges, Medicaid, law enforcement, transportation and a myriad of other public services.

 

Nathan Wright

Nathan Wright

Tax Education Program Manager

Nathan began his career with the Department of Taxation in 2006 as a TCA 1 in TPS. He became a TCA 3/Lead in TPS in Feb. 2011 and then moved to STARS in May 2013 as a tester/trainer. In November of 2013 Nate moved to OrgD/Tax Education Program. The TEP team is responsible for creating a cohesive, unified, tax-related training program. They will create and maintain a program that focuses on up-to-date, relevant, and easy to access resources. Nathan received a Bachelor’s Degree in Business Administration from Ashland University in 2003.

 

Catherine DeRose
 

Tim Lynch

Legislative Liaison

Tim Lynch has been the legislative liaison for ODT since February of 2011. Prior to ODT, Mr. Lynch served as a legislative aide in both the Ohio Senate and the Ohio House of Representatives dating back to 2005. While completing a business degree in Transportation and Logistics at The Ohio State University, he served as an Ohio House of Representatives page.

 


Adam Schwiebert

Adam Schwiebert

Legislative Liaison

Adam Schwiebert has served as legislative liaison for ODT since November 2015. Duties of the liaison position include representing ODT in meetings with legislators, tax professionals, and senior tax officials as well as reviewing legislative bills and assisting legislative offices with tax inquiries. Prior to ODT, Mr. Schwiebert served as a legislative aide in the Ohio House of Representatives.

 

 
Dale Race

Dale Race

Tax Examiner Specialist – Audit

Dale began his career with the Department of Taxation in the Cincinnati, Ohio office in 2003 as a Tax Auditor Agent 1 where he was a generalist spending equal time auditing employer withholding, corporate franchise, personal property and sales/use taxes. He began to focus mainly on sales/use tax in 2007 and in 2008 he became a member of Commercial Activity Tax Core Group 2 which helped in the development of auditing procedures for Commercial Activity Tax. In 2010, he returned to specializing in the area of sales/use tax where he currently is a Tax Examiner Specialist where he acts as lead auditor of sales/use tax audits.

 

Holly Lynch

 

Holly Lynch

Attorney 2- Office of Chief Counsel: Tax Appeals Division

Holly Lynch currently serves as an Attorney at the Ohio Department of Taxation in the Office of Chief Counsel, Tax Appeals Division and works with a variety of taxes including individual income, pass-through entity, financial institution, school district income, sales and use, corporate franchise, and employer withholding. Holly received her B.B.A. from Belmont University and her J.D. from Ohio Northern University.

 

 

Matthew Dodovich

 

Matthew Dodovich

Division Counsel, Income, Pass-Through Entity & Withholding Taxes

Matt Dodovich currently serves as a Division Counsel at the Ohio Department of Taxation in the Office of Chief Counsel and specializes in the individual income, school district income, municipal income, pass-through entity, and employer withholding taxes. Matt joined the Department in April 2012 as an administrative hearing officer in the Tax Appeals Division. He later served as an attorney for the Department’s Appeals Management Division.

 

 

Jonathan Brown

 

Jonathan Brown

Tax Examiner– Audit

Jonathan began his career with the Department of Taxation in 2010 as a TCA 1 in TPS and moved to the PIT/SD Suspense Unit in October 2010. He became a TCA 3/Lead in the Compliance/Tax Discovery Unit in August 2013. In May of 2016 the Compliance/Tax Discovery Unit moved to the Audit Division and transitioned into to the Tax Discovery/Audit Lite Unit where Jonathan was selected as a Tax Examiner Specialist in June of 2017. Jonathan received a Bachelor’s of Science Degree in Business Administration from Ashland University in 2009.

 

 

Additional Resources

Additional Resources