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November 2019 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 next OVTA webinar is scheduled for: November 13, 2019

 

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 nine 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 or concerns 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

Lelia Brisco & Jeff McClain

8:30 - 9:15

Vapor Products Tax

This session will provide an overview of the vapor products tax. The tax was enacted by the Ohio General Assembly in the most recent state budget and went into effect on October 1st. Discussion points include; definitions of key terms, licensing and filing requirements, and a demonstration of the electronic filing process.
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Cathy DeRose & Eric Gehres

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9:15 - 9:25

Break

 

9:25 - 10:35

Consumer Bankruptcy from the Department’s Perspective

This session will cover how the Department interacts with cases filed under Chapter 7, 13, and individual Chapter 11 bankruptcy cases. Pitfalls and issues that arise will be discussed, as well as best practices to avoid such problems. This session will also cover the best ways to interact with the Department during a bankruptcy case and some tips to help a case make it to confirmation and discharge.
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Roy Robinson & Cory Steinmetz

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10:35 - 10:45

Break

 

10:45 - 11:50

Personal Income Tax and Pass-Through Entity Tax Updates

This session will cover all updates for the PIT & SD 2019 tax return filing season. Some of those updates include tax rate changes, taxing school district changes, changes to the IT 1040 form as well as the supporting forms and schedules. This session will also cover new legislation regarding personal and school district income tax as well as pass through entity tax.
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Michelle Smith & Afton Townsend

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 11:50 - 12:00

Evaluations/Closing Remarks

Lelia Brisco

 

Jeff McClain

Jeff McClain            

Tax Commissioner

Commissioner McClain comes to the Ohio Department of Taxation from the Ohio Chamber of Commerce where he served for three years (2016-19) as Director of Tax & Economic Policy. Prior to that Mr. McClain was elected to four, two-year terms (2009-2016) as state representative from the 87th House District. In the General Assembly, he was actively involved in budget and tax issues, particularly as Chair of the Ways and Means Committee. He also served as Vice-Chairman of Finance Committee, and Chairman of Finance Medicaid subcommittee.

 

Lelia Brisco

Lelia Brisco

Program Facilitator

Lelia started her position as Training Officer with Organizational Development (OrgD) in November 2010. She began her career with the Department of Taxation in 2007, in the processing division. Lelia was a 13 year member of the Air Force Guard and Reserve, and held the position of Training Assistant. Lelia currently trains classes such as Customer Service, Work Place Violence, Managing Multiply Priorities, SOJT and Train the Trainer. She assist with the CCC, Holiday Food Basket, Operation Feed, and manages special projects.

 

Catherine DeRose

Catherine DeRose

Tax Examiner Manager, Excise and Energy Tax

Catherine began her career with the Ohio Department of Taxation in 2007. During her tenure with the Department, Catherine has worked her way through the ranks in the Excise & Energy Tax Division where she has worked primarily with the tobacco taxes. She was promoted to a Tax Examiner Manager in the Business Tax Division in 2017. She returned the Excise & Energy Tax Division in 2018 continuing her role as a Tax Examiner Manager and overseeing the tobacco taxes and IFTA (International Fuel Tax Agreement). Catherine graduated from Slippery Rock University of Pennsylvania with a bachelor’s degree in Education.

 

Eric Gehres

Eric Gehres

Tax Examiner Specialist, Excise and Energy Tax

Eric began his career with the Ohio Department of Taxation in 2010 as a tax commissioner agent (TCA) 1 in the Taxpayer Services Division. In 2014, he became a TCA 3 in the Excise & Energy Tax Division working primarily with the public utility and energy taxes. In January of 2018, Eric was promoted to a tax examiner specialist in the Excise & Energy Tax Division. He is now the lead examiner over the tobacco taxes. The tobacco unit is responsible for administering the compliance programs for Ohio cigarette tax, other tobacco products tax, and vapor products tax. Eric received a bachelor’s degree in economics from the University of Virginia.

 
Roy Robinson

Roy Robinson

Tax Examiner Manager, Bankruptcy

Roy began his career with the Department of Taxation in 2010 as a TCA Supervisor in Tax Discovery. He moved to Chief Counsel/Bankruptcy Division in October 2012 as a Manager. In May of 2015 Roy took on the Appeals Management functions in conjunction with Bankruptcy. The Bankruptcy team is responsible for identifying tax debt for entities that file federal bankruptcy. The team also researches/analyses the Offer in Compromise applications for the Department as well as resolves certified tax debt issues such as penalty abatements, settlements and Legislative/PRO Office referrals regarding certified tax debt. Roy received a Bachelor’s Degree in Economics & Finance from University of Rio Grande in 1993 and his Certified Public Manager accreditation in October 2015.

 
Cory Steinmetz

Cory Steinmetz

Attorney, Bankruptcy

Cory began his career with the Department in 2014 and is an Attorney in the Office of the Chief Counsel of the Ohio Department of Taxation. Cory is knowledgeable in the individual and business taxes administered by the Department and has experience with federal and local taxes. He primarily acts as the bankruptcy counsel for the Department, managing the various Ohio tax issues that present themselves in cases filed across the country. Cory is responsible for reviewing the Petitions for Reassessment filed by taxpayers in bankruptcy. As part of his work at the Department he’s also involved in numerous criminal tax and collection litigation cases. In 2018 he became a board member of the States Association of Bankruptcy Attorneys. Cory is licensed to practice law in the State of Ohio and the United States District Court for the Southern District of Ohio and is a graduate of Capital University Law School.

 
Michelle Smith

Michelle Smith

Tax Examiner Specialist, Employment Tax

Michelle began her career with the Department of Taxation in 2003 as a Data Entry Operator II in the Revenue Processing-Data Capture unit. In 2004, she was promoted to a TCA1 in Taxpayer Services (TPS). She was then transferred to the Compliance Division in 2005, where she spent a few years before moving to the Employment Tax Division (ETD) as a TCA3. In 2018, she became a Tax Examiner Specialist in TPS. She, recently, completed a lateral transfer back to ETD. During her time with Taxation, she participated in Pass Through Entity’s operating system upgrade into STARS. In addition, she assists in the creation and presentation of training material to associates who are new to the Department. Michelle received an associate degree in Business Administration from Franklin University in 2011.

 
Afton Townsend

Afton Townsend

Tax Examiner Specialist, Personal and School District Income

Afton started her career at the Ohio Department of Taxation in November 2010 in Taxpayer Services. In 2012, Afton joined the Suspicious Filers Unit as a TCA 2. In 2015, she was promoted to a Tax Examiner and in 2017, she was promoted to a Tax Examiner Specialist within the same unit. Afton received her Bachelor’s Degree in Accounting from Ohio Dominican University and her Master’s Degree in Accounting from the University of Phoenix.

 

Additional Resources

Additional Resources