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: November 15, 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 - 9:20

Personal Income Tax Updates

This session will cover budget bill changes and all updates for the PIT & SD 2017 tax return filing. Some information regarding the Ohio ID Confirmation Quiz and ID Theft Breaches, electronic filing updates and changes will be included. Session will also cover helpful tips and reminders for filing.

Ryan Jewell & Jackie Sampson

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9:20 - 9:25

Break

 

9:25 - 10:05

Employer Withholding Updates

This section will include the basics of Employer Withholding Tax; who is required to withhold, forms, filing requirements, common issues and updates.

Loretta Hall

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10:05 - 10:10

Break

 

10:10 - 10:55

Updates from Legal

This session will provide an overview of the tax appeals process relating to tax assessments and refund denials. Additionally it will review commonly litigated income, pass-through, and withholding tax fact patterns, and provide the Department’s rationale for its position on the related issues.

Matthew Dodovich & Christine Schwartz

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10:55 - 11:05

Break

 

11:05 - 11:50

Amnesty/Municipal Net Profit Tax

This session will provide an overview of the Department of Taxation’s role in administering the municipal net profit tax. Topics covered will include opting in with the Department, when to register, how to make estimated payments and file returns, and an overview of electronic filing. In addition to the municipal net profit tax, we will also cover the upcoming Ohio Tax Amnesty program which kicks off in Jan of 2018. You will learn about which taxes are eligible, how to qualify for the program and much more.

Marina King & Jennifer McFarland

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 11:50 - 12:00

Evaluations/Closing Remarks

Nathan Wright

 

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.

 

Ryan Jewell
 

Ryan Jewell

Personal & School District Income Tax Division, Tax Examiner Specialist

Ryan began his career with the Ohio Department of Taxation in January 2014 as an TCA1 in the Taxpayer Services call center. In October of that year he was promoted to a TCA 2 in the Personal/School District Income Tax Division. Ryan is responsible for reviewing IT-1040X amended returns as well as business income deductions, filing status issues, pass-through entity credits, and non-refundable business credits. Ryan received a Bachelors Degree in Mathematics from Ohio University in 2006. Recently, Ryan passed the Uniform CPA exam and will be applying for his license in the fall.

 


Jackie Sampson

Jackie Sampson

Personal & School District Income Tax Division, Tax Examiner Specialist

Jackie began her career with the Department of Taxation in 2006 as a TCA 1 in Taxpayer Services. In January 2008, she moved to Personal Income and School District Tax Division as a TCA 3 completing line item reviews. In January 2010 Jackie moved to the Pass-Through Entity Division as a TCA 4, working on IT 4 708 returns and later reviewing the PTE credit claimed on individual income tax returns. In 2013 she moved back to the Personal Income and School District Tax Division, completing reviews for amended returns, Business Credits and the Small Business deduction. She received her MBA in 2008.

 

 
Loretta Hall

Loretta Hall

Employment Income Tax Division, Tax Examiner Specialist

Loretta is a Tax Examiner Specialist in the Employer & School District Withholding unit of the Employment Tax Division. During her 12 years with the Department of Taxation, she has represented her division as well as ODT as a speaker at department meetings, Small Business Workshops, Webinars, the OVTA and at off-site events. Loretta received her Bachelors of Science in Accounting from Franklin University.

 

Matt Dodovich

 

Matt Dodovich

Division Counsel, Income, Pass-Through Entity and 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. Matt earned a B.S. with honors in Economics from The Ohio State University, and his J.D. from the Michael E. Moritz College of Law. He is currently pursuing an A.A. in Accounting and licensure as an Ohio Certified Public Accountant.

 

 

Christine Schwartz

 

Christine Schwartz

Attorney - Office of Chief Counsel: Tax Appeals Division

Christine Schwartz currently serves as an attorney at the Ohio Department of Taxation in the Office of Chief Counsel, Tax Appeals Division where she is responsible for drafting final determinations. In her position, she works with a variety of taxes and matters, such as individual income, pass-through entity, financial institution, school district income, and employer withholding. Christine joined the Department in 2016 after previously serving as Assistant Legal Counsel at the State Medical Board of Ohio.

 

 

Marina King

 

Marina King

Compliance Division - Tax Program Administrator

Marina started her career at Taxation in October of 2004 in Taxpayer Services (TPS) Division as an agent. After working in TPS for a year, she was hired to work in Organizational Development (OrgD). In October of 2016 Marina was promoted to Administrator of the Compliance Division where the division handles many of the larger billing and assessment compliance programs administered by the Department of Taxation (ODT). These programs cover both income tax and business taxes. The Compliance Division also certifies debts to the Ohio Attorney General for collection and serves as ODT's liaison to the Ohio Attorney General's office on issues concerning collection of deficient or delinquent taxes. Marina received a Bachelor of Science Degree in Business Administration with a specialization in Finance from Bowling Green State University in Bowling Green, Ohio and also has a Masters in Business Administration.

 


Jennifer McFarland

 

Jennifer McFarland

Business Tax Division - Tax Program Administrator

Jennifer is the Administrator of the Business Tax Division for the Ohio Department of Taxation. In this position, she is responsible for overseeing the operations of several Ohio taxes, including municipal net profit, commercial activity, financial institutions, petroleum activity, sales, and use . Prior to this position, Jennifer was the Internal Auditor for the Department of Taxation. As Internal Auditor, she was responsible for independently evaluating and examining the internal control processes of the Department of Taxation. Jennifer graduated from The University of Akron in Akron, Ohio with a Bachelor's of Science in Accounting and earned her J.D. and LL.M. in Taxation from Capital University Law School in Columbus, Ohio.

 

 
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