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December 2014 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 and up to three and a half (3.5) CPE credits. The upcoming OVTA event will be attended exclusively as an online webinar. See the section below to register for the event.

 

The next event is scheduled for: December 9, 2014

 

New this event: 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.

8:15 - 8:35

Welcome

8:35 - 10:05

 

Personal Income Tax Updates

This session will cover all updates for the PIT/SD 2014 tax return filing. Some of those updates include reduced tax rates, changes to the EIC and SBD, a new donation line, and an increased MSA. Much of the presentation will focus on the changes to dependent reporting and the impact of fraud to the taxpayers of Ohio.

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Deborah Smith & Teakilla Phillip

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10:05 - 10:15

Break

 

10:15 - 11:45

                       

Use Tax

The Consumer’s Use Tax Overview will provide information regarding what is subject to consumer’s use tax, how to report and pay consumer’s use tax, what are business fixtures, successor liability, and the benefits of a voluntary disclosure agreement.  

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Phyllis Shambaugh & Mark Adams

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11:45- 12:00

Evaluations/Closing

 

 

 

Marina King

Marina King

Program Administrator 

Marina serves as the Lean Deployment Liaison for the Ohio Dept. of Taxation (ODT), with the Office of Agency Performance, Organizational Development Division.  Marina is also responsible for coordinating different conference/seminar/webinars hosted by the Department of Taxation. 

 

Deborah Smith

Deborah Smith

Administrator - Personal Income & School District Income Tax

Deborah comes to her position with over twenty-five years of tax experience, both private and public sector.  Deborah has been the administrator of Personal Income & School District Income Tax for over 5 years and was previously the administrator of the Commercial Activity Tax Division. 

 

Teakilla Phillips

Tax Commissioner Agent Supervisor

Teakilla Phillips is a Tax Commissioner Agent Supervisor in the Personal & School District Income Tax Division at the Ohio Department of Taxation. She has been with the Department for over 6 ½ years. Previously, she served as the Electronic Filing Supervisor in the Personal & School District Income Tax Division at the Department of Taxation.

 

Phyllis J. Shambaugh

Counsel, Sales & Use Tax

Phyllis is currently Counsel for the Sales & Use Tax Unit of the Ohio Department of Taxation.  She has over twenty years of experience in state and local tax law. At the Ohio Attorney General’s Office, Phyllis served as Assistant Attorney General where she presented both trial and appellate cases before the Ohio Board of Tax Appeals, Courts of Appeal and the Supreme Court of Ohio.  She has also served as a Hearing Officer at the Ohio Board of Tax Appeals, and has worked in private practice with Jones Day.


           
Mark Adams           

Tax Auditor Agent

Mark joined the department in 2003, where he was a generalist spending equal time auditing employer withholding, corporate franchise, personal property and sales/use taxes.  He began specializing in the area of sales/use tax in 2008 where he acted as lead auditor of sales/use tax audits.  Currently, he serves as a technical consultant to other Tax Auditor Agents on complex or unique sales/use tax audit issues and provides onsite direction and coordination to other Tax Auditor Agents.

 

Additional Resources

Additional Resources