The event has concluded.

 

 

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: May 17, 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.

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

Nathan Wright & Joe Testa

8:30 - 9:30

Cigarette/Tobacco Presentation

This session will cover the roles of the Criminal Investigations Division and the Excise & Energy Tax Division as they pertain to the tobacco excise taxes in the State of Ohio. Discussion points include; definitions of key terms, tax rates, licensing requirements, filing requirements, cigarette tax stamps, counterfeiting, retail inspections, transportation of tobacco, and criminal violations.
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Joseph Noland & Catherine DeRose

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9:30 - 9:40

Break

 

9:40 - 10:40

Current Agricultural Use Value (CAUV)

This session will discuss the background of CAUV along with the factors used in the calculation, calculation of soil value, and comparative data used.
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Stanley Dixon & Gloria Gardner

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10:40 - 10:50

Break

 

10:50 - 11:50

Compliance Process – Billings to BTA

This session will cover the Personal Income Tax compliance process. This will assist the public with the compliance process from billing to certification. This session will cover the life cycle of the billing process and what action must be taken to avoid additional interest, penalties and collection cost. In addition, what options are available if the debt becomes certified for collections with the Attorney General Collection Enforcement.
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Toni Lintner-Sutton & Roy Robinson

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 11:50 - 12:00

Evaluations/Closing Remarks

Nathan Wright

 

How do I get added to the tax alerts for notices concerning changes to the Ohio Attorney General’s directory of approved Cigarettes and RYO manufacturers/brands? How do I get added to the tax alerts for notices concerning changes to the Ohio Attorney General’s directory of approved Cigarettes and RYO manufacturers/brands? What number do I call in order to report illegal cigarettes/tobacco to the Department of Taxation?What number do I call in order to report illegal cigarettes/tobacco to the Department of Taxation?How do I obtain a retail cigarette dealer’s license? How do I obtain a retail cigarette dealer’s license? Is there somewhere that I can look online to find out about debts Certified to the AG's office? Is there somewhere that I can look online to find out about debts Certified to the AG's office? If an adjustment was made by the IRS and a Federal amended return was not prepared how does the taxpayer notify Ohio of the change?If an adjustment was made by the IRS and a Federal amended return was not prepared how does the taxpayer notify Ohio of the change?Can a taxpayer’s representative register on behalf of client for online services and help on the clients behalf?Can a taxpayer’s representative register on behalf of client for online services and help on the clients behalf?Can a taxpayer respond to notices thru the Online Services?Can a taxpayer respond to notices thru the Online Services?I've tried to use Online Services for the last two years but the system would not allow me.I've tried to use Online Services for the last two years but the system would not allow me.Sometimes clients received variance notices, but which do not show any changes. Why is that?Sometimes clients received variance notices, but which do not show any changes. Why is that?How can tax preparers utilize the Online Services to determine tax payments when preparing returns? How can tax preparers utilize the Online Services to determine tax payments when preparing returns? How can we get a transcript of a business return and payments?How can we get a transcript of a business return and payments?Why does the department request W2s and 1099s to support withholding claimed by the taxpayer on their return?Why does the department request W2s and 1099s to support withholding claimed by the taxpayer on their return?If an account has been certified to the AGO and the taxpayer has filed a timely appeal can the assessment be pulled back from the AGO to work the appeal? If an account has been certified to the AGO and the taxpayer has filed a timely appeal can the assessment be pulled back from the AGO to work the appeal? Taxpayer filed a return but dies before making a payment. Can the estate ask for penalty and interest relief? Taxpayer filed a return but dies before making a payment. Can the estate ask for penalty and interest relief? Should the estate contact ODT once the estate/executor is established? Should the estate contact ODT once the estate/executor is established? Where can I find more information on the IRS fresh start program? Where can I find more information on the IRS fresh start program? Does ODT offer an "Ombudsman" service like the IRS program?Does ODT offer an "Ombudsman" service like the IRS program?Does the federal injured spouse form filing (Form 8379) apply to the Ohio return as well for a given year? Does the federal injured spouse form filing (Form 8379) apply to the Ohio return as well for a given year?
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Presenters
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
 

Catherine DeRose

Tax Examiner Specialist

Catherine DeRose attended Slippery Rock University of Pennsylvania and obtained a B.S. in Education. She started her career with the Ohio Department of Taxation almost 9 years ago. 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 is currently a Tax Examiner Specialist in the Division.

 


Joseph Noland

Joseph Noland

Tax Criminal Investigation Agent Manager

Joe is currently the Deputy Chief of the Ohio Department of Taxation’s Criminal Investigations Division. Joe has been with the Ohio Dept. of Taxation since January 2003. He is a certified computer forensic examiner. He served on the International Fuel Tax Agreement (IFTA) Law Enforcement Committee. He has served as governor to the Federation of Tax Administrators (FTA) Tobacco Tax Section Central Region. This region consists of thirteen states. Joe assisted in the development of 2 courses dedicated to tobacco tax evasion through the FTA. He has instructed numerous basic and intermediate cigarette and tobacco investigation classes.

 

 
Stanley Dixon

Stanley Dixon

Deputy Tax Commissioner for Real Estate Tax

Stan’s responsibilities include management and oversight of the Tax Equalization (Real Property Tax) Division, Enforcement Division, and the Problem Resolution Office. Prior to his current position in the Department, he was a Deputy Auditor in the Real Property Division of the Franklin County Auditor’s office for 34 years, serving as its Assistant Director for 26 years. Stan is a 1972 graduate of The Ohio State University with a Bachelor’s degree in Chemistry Education. He held an active membership in the International Association of Assessing Officers for 30 years and has been a speaker on property taxes for the County Auditors’ Association of Ohio, The Columbus Bar Association, The Columbus Apartment Owners’ Association, The Columbus Board of Realtors, and various civic and professional groups in Ohio. He is married with two step-sons who attend Marshall University and The Ohio State University.

 

Gloria Gardner

 

Gloria Gardner

Tax Equalization – Assistant Administrator

Gloria Gardner currently serves as Assistant Administrator for the Division of Tax Equalization within the Ohio Department of Taxation. Gloria began her tenure with the department as a Tax Analyst in the Tax Analysis Division and served as Legislative Liaison in the Legislation Division. Before joining the department, she worked as Legislative Liaison for the Ohio Cultural Facilities Commission and Senior Budget Analyst/Liaison for the Ohio Legislative Budget Office.

Gloria holds a B.A. in Psychology from the University of Wisconsin and an M.A. in Public Policy from the John Glenn College of Public Affairs at The Ohio State University.

 

 

Toni Linter-Sutton

 

Toni Lintner-Sutton

Compliance – Assistant Administrator

Toni began her career with the Ohio Department of Taxation in 2004 as the Administrative Assistant to the Tax Commissioner. She became a Management Analyst Supervisor in August 2005 in the Commercial Activity Tax Division. In October 2006, she was promoted to a Tax Commissioner Agent Supervisor in the Taxpayer Services Division over the Personal Income and School District Income Taxes. In October 2010, she was promoted to a Tax Commissioner Agent Supervisor 2 in the Compliance Division and in April 2016 promoted to the Tax Program Assistant Administrator over the Personal Income and School District Income Taxes. The Compliance Division handles billing, assessment and certifications for collections for the major compliance programs ran by ODT. The division is also responsible for responding to taxpayer correspondence and reviewing appeals of most assessments. Toni received a Bachelor’s Degree in Business Administration from Franklin University in 2003.

 

 

Roy Robinson

 

Roy Robinson

Tax Examiner Manager

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.

 

 
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