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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. More information about the next OVTA will be available soon.

The latest event is scheduled for: February 17, 2016

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.

Agenda/Materials

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

 

Marina King & Joe Testa

8:30- 9:30

Real Property Tax Exemptions – Application and Review

This session will cover the application process for real property tax exemption requests, including the jurisdictional requirements for applying and what factors the Tax Commissioner considers when reviewing an application under the most commonly used Ohio Revised Code sections. Further, this session will provide insight on the types of tax incentives administered by the Tax Commissioner, tax increment financing and enterprise zones, and the priority rules under 5709.911 as they relate to tax incentives and other exemptions.

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Matt Hollis & Ken Aikman

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9:30 - 9:40

Break

 

9:40 - 10:40

Business Income Deduction, Tax Credits, and Agriculture Industry Tax Issues

Reporting business income and claiming tax credits on the personal income tax return - Get a peek at the new forms, business income deduction, calculations and tax table for the 2015 tax return filing. Additionally, this session will cover Ohio sales and use tax and how it applies to the purchases made by Ohio farmers.  

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Teakilla Phillips & Barry Armstrong

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10:40 - 10:50

Break

 

10:50 - 11:50

Hospitality Industry Tax Issues

This session will discuss significant sales and use tax issue with regards to hotels (including smaller establishments such as bed and breakfasts). Additionally, we will provide an brief overview of the lodging taxes in Ohio that are administered by the counties or municipalities. Finally, we will discuss the resort area tax that is applicable only to limited locations in Ohio.

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Jennifer Brenneman & Laura Stanley

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 11:50 -12:00

Evaluations/Closing Remarks

Marina King

 

Presenters

 

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.

 

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. 

 


Jennifer Brenneman

Tax Auditor Agent

Jennifer began her career with the Department of Taxation on March 1, 2010. With her she brought over ten years financial experience in the private sector. As a Tax Auditor Agent, Jennifer is responsible for field audits and refund investigations on businesses in Northwest Ohio as well as out of state taxpayers. Jennifer is primarily versed in sales and use tax, employer withholding tax and resort tax. Jennifer graduated from DeVry University with a Bachelors of Science in Business Administration with a Minor in Accounting. Additionally, Jennifer earned her Masters of Business Administration with a Finance concentration and is currently working towards her Masters in Organizational Leadership at Columbia Southern University.

 

Teakilla Phillips

Tax Commissioner Agent Supervisor   

Teakilla began her state tax career in the Taxpayer Services Division at the Ohio Department of Taxation. She handled inquiries involving the personal income and business taxes. Later, she served as the Electronic Filing Supervisor in the Personal & School District Income Tax Division at Department of Taxation. In that capacity, she coordinated all activities of electronic filing and payment operations to include the Federal/State electronic filing program, Ohio I-File program and Ohio TeleFile program.

 

Matt Hollis

Attorney

Matt Hollis currently serves as Division Counsel to the Division of Tax Equalization.  He joined the Department of Taxation in 2005 as an attorney in the Legal Division.  Prior to becoming Division Counsel, Matt spent seven years as a supervising attorney in DTE, supervising the Division’s Exemption Section.   Overall, Matt has over seventeen years of experience in state government and has worked for both the Ohio Attorney General and the Ohio Division of Liquor Control.  Prior to joining the Department of Taxation, Matt represented state and local governments as well as closely-held businesses as a litigation associate at a Columbus law firm.  He earned both his J.D. and LL.M. from Capital University.

 

Barry Armstrong

Tax Auditor Agent

Barry is currently Tax Auditor Agent auditing Sales & Use Tax. for the Ohio Department of Taxation.  He has over thirty eight years of experience. Barry began his state tax career with the Ohio Department of Taxation in an office located in Mansfield Ohio.  As a sales and use tax auditor and taxpayer service agent assisting in filing of personal income tax.

Barry has lectured at numerous seminars and conferences on state sales and use tax issues.    

 

Ken Aikman

Tax Commissioner Supervisor

Ken is currently the section supervisor of the Research and Statistics Section of the Tax Equalization Division. He has been with the Department of Taxation for seven years, filling a variety of roles. Ken worked as a Tax Commissioner Agent in the Taxpayer Services Division before being hired as the Exemption and Remission Section supervisor in the Tax Equalization Division.  Ken worked alongside the division’s administrative and legal staff to provide guidance to the section’s agents in their processing of exemption applications. Ken fulfilled this role until November, 2015 when he was promoted to his current position; however, he still plays an integral role with exemptions and continues to work with the section’s staff.

 

Laura M. Stanley, Esq.

Legal Counsel – Sales and Use Tax

 In her position, Laura is responsible for drafting final determinations, legal ruling requests, administrative rules, information releases, and reviewing proposed legislation, as well as advising the Administrators of the Commercial Activity and Excise Tax Divisions and Tax Commissioner’s Office on legal matters.

 
Past Events

For topics, presentation materials, and full-length videos of our past events, follow the links below:

August 2017

May 2017

February 2017

November 2016

August 2016

May 2016

February 2016

November/December 2015

September 2015

July 2015

March 2015

December 2014

September 2014

March 2014