OVTALOGO

Ohio Virtual Tax Academy

Tax Information Webinars Since 2014

Participants: 12,945
CLE/CPE Credits Issued: 33,313.6

... and counting

This event has closed.

Materials and video for the event can be found in the Agenda section of the page.

 

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: August 21, 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.

August 2019 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

Lelia Brisco & Jeff McClain

8:30 - 9:00

Legislative Updates

This session will review important tax-related items included in H.B. 166, the Biennial Operating Budget. Updates include changes made to the personal income tax structure, sales and use tax, the establishment of the tax on vapor products, and other miscellaneous items.
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Ian Dollenmayer & Tim Lynch

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9:00 - 9:10

Break

 

9:10 - 10:25

Sales of Vehicles and Common Vehicle Exemptions

Join the Ohio Department of Taxation for an in-depth analysis of common vehicle purchase tax issues including vehicle swaps and exemptions for use in farming and transportation for hire. Our presenters will speak on both the legal ramifications of these issues and the processes by which ODT and taxpayers work together to ensure full compliance with Ohio’s tax laws.
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Alexander Keen & Evan Robinson

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10:25 - 10:35

Break

 

10:35 - 11:50

Ohio Business Gateway – Recent updates and best practices for utilizing the system

This session will cover recent updates deployed in the Ohio Business Gateway. These updates include new added features to the checkout process. This session will also cover the best practices business users should use when using the Ohio Business Gateway.
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Michelle Smith & Nick Turner

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 11:50 - 12:00

Evaluations/Closing Remarks

Lelia Brisco

 

Is a casual sale of a vehicle treated differently when one of the parties resides in a different state?Is a casual sale of a vehicle treated differently when one of the parties resides in a different state?What if a family member transfers a vehicle to another family member at no cost would the FMV of the vehicle be assessed to this title transfer?What if a family member transfers a vehicle to another family member at no cost would the FMV of the vehicle be assessed to this title transfer?Transportation for hire: are there shared ownership rules for companies (e.g., a for-hire company formed to transport the inventory of a distributor when the ownership of the transporter and distributor are substantially identical)?Transportation for hire: are there shared ownership rules for companies (e.g., a for-hire company formed to transport the inventory of a distributor when the ownership of the transporter and distributor are substantially identical)?I think I may have been unclear. Jane owns a distributor who needs to move its own inventory around; to avoid sales tax on trucking, Jane starts a separate transport company for hire, whose only customer is Jane's distributor. Is that allowed under Ohio law? I think I may have been unclear. Jane owns a distributor who needs to move its own inventory around; to avoid sales tax on trucking, Jane starts a separate transport company for hire, whose only customer is Jane's distributor. Is that allowed under Ohio law? How does ODT know when an exemption is claimed on a purchase?How does ODT know when an exemption is claimed on a purchase?What supporting documentation would be used for a Farm Partnership that just started this year and has not filed a 1065 return yet?What supporting documentation would be used for a Farm Partnership that just started this year and has not filed a 1065 return yet?Are ALL of these Questionnaires etc. only available in paper form - no electronic submission?Are ALL of these Questionnaires etc. only available in paper form - no electronic submission?If a business buys bucket trucks exclusively for installing and repairing cable and telecommunications equipment for other established public utility companies, is there a tax exemption for these trucks?If a business buys bucket trucks exclusively for installing and repairing cable and telecommunications equipment for other established public utility companies, is there a tax exemption for these trucks?Is an auto gifted from a grandparent to a grandchild subject to payment of sales tax?Is an auto gifted from a grandparent to a grandchild subject to payment of sales tax?What tax year do the personal income tax changes come into effect. he said we will see it in 2020 - is that tax year 2020 or the filing in 2020 for 2019?What tax year do the personal income tax changes come into effect. he said we will see it in 2020 - is that tax year 2020 or the filing in 2020 for 2019?Is the school district income tax change for earned income districts effective for 2019 or 2020? Will there be penalties for those who do not have estimates paid in?Is the school district income tax change for earned income districts effective for 2019 or 2020? Will there be penalties for those who do not have estimates paid in?Has Ohio or does Ohio plan to issue a new Ohio withholding booklet so that persons making less than $21,750 would not have withholding? I have clients who only file for the Ohio refund.Has Ohio or does Ohio plan to issue a new Ohio withholding booklet so that persons making less than $21,750 would not have withholding? I have clients who only file for the Ohio refund.What tax year will the credits be allowable? Also what tax year will be affected by the add back of BID to earned income SDIT?What tax year will the credits be allowable? Also what tax year will be affected by the add back of BID to earned income SDIT?What tax year will the Opportunity credit be available?What tax year will the Opportunity credit be available?When will the State's Homestead OAGIVS portal used by auditors to check eligibility be updated to include these changes? And what is the first real estate tax year affected by this change?When will the State's Homestead OAGIVS portal used by auditors to check eligibility be updated to include these changes? And what is the first real estate tax year affected by this change?Is there some guidance available about how to handle estimated tax payments for 2019 since self - employed individuals may have had no school district tax in 2018 and may not have paid any estimated tax payments for the first half of 2019?Is there some guidance available about how to handle estimated tax payments for 2019 since self - employed individuals may have had no school district tax in 2018 and may not have paid any estimated tax payments for the first half of 2019?Will we be able to sort clients alphabetically in the future in payment section?Will we be able to sort clients alphabetically in the future in payment section?Are there extra fees for paying by credit card on the Gateway?Are there extra fees for paying by credit card on the Gateway?We've been trying to get access to the Ohio Municipal Net Profit tax area on the gateway, but whenever we put it in, the direct filing admin tells us they don't see us to approve our access. No one on the phone has been able to help. Who can we work with to get this resolved?We've been trying to get access to the Ohio Municipal Net Profit tax area on the gateway, but whenever we put it in, the direct filing admin tells us they don't see us to approve our access. No one on the phone has been able to help. Who can we work with to get this resolved?If the direct filing administrator leaves the company without giving their access information, how does the company get access to assign a new direct administrator?If the direct filing administrator leaves the company without giving their access information, how does the company get access to assign a new direct administrator?If a payment submitted via the Gateway is rejected, why are taxpayers not notified by email? Why should we have to check our bank account?If a payment submitted via the Gateway is rejected, why are taxpayers not notified by email? Why should we have to check our bank account?Are payment cancellation requests only processed between Mondays to Fridays?Are payment cancellation requests only processed between Mondays to Fridays?We get emails about a certain case # being resolved. Where do we see a list of all the cases submitted?We get emails about a certain case # being resolved. Where do we see a list of all the cases submitted?How can I tell if I am a direct filing administrator or non-direct filing administrator on an account?How can I tell if I am a direct filing administrator or non-direct filing administrator on an account?
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Presenters
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.

 

Ian Dollenmayer

Ian Dollenmayer

Legislative Liaison

Ian recently began his career with the Department of Taxation in 2019 as a legislative liaison. Prior to joining the Department, he served for three years in the Ohio Senate as legislative aide to Senator Bob Hackett and senior legislative aide to Senator Matt Huffman. The ODT legislative team monitors the actions of the Ohio General Assembly and advocates on behalf of the Department. Ian received a Bachelor’s Degree in Political Science and Philosophy from the University of Dayton in 2016 and is currently pursuing a Juris Doctorate at the Capital University Law School.

 

Tim Lynch

Tim Lynch

Legislative Liaison

Tim Lynch has been the legislative liaison for ODT since February of 2011. Prior to ODT, Mr. Lynch served as a legislative aide in both the Ohio Senate and the Ohio House of Representatives dating back to 2005. While completing a business degree in Transportation and Logistics at The Ohio State University, he served as an Ohio House of Representatives page.

 
Alexander Keen

Alexander Keen

Attorney, Tax Appeals Division

Alex is an attorney within the Department’s Tax Appeals division, primarily focusing on sales and use tax. In his role as a hearing officer, Alex performs legal research on matters arising from audit assessments and refund claims, gathers and reviews evidence, and drafts final determinations, among other duties. Prior to joining the Department, Alex was an associate at a general litigation firm and handled a variety of matters ranging from foreclosures and consumer litigation to drafting wills as well as formational business documents and agreements. Alex graduated from Wofford College in Spartanburg, South Carolina with a bachelor’s degree in Economics and English. While enrolled at Capital University Law School, Alex worked with the school’s Volunteer Income Tax Assistance (“VITA”) program and gained valuable experience working for Capital’s Legal Clinic and as an extern with the Ohio Attorney General’s Taxation Section before graduating with Pro Bono Honors. Alex is currently licensed to practice law in the state of Ohio and the federal Southern District of Ohio.

 
Evan Robinson

Evan Robinson

Tax Examiner, Business Compliance

Evan began his career with the Department of Taxation in September of 2016 as a tax examiner associate in Taxpayer Services (TPS)- Personal Income Tax unit. He later moved to the TPS Business unit in October of 2017, and later in April of 2018 moved to the Business Compliance Division. Evan was promoted to Tax Examiner in the Compliance Division in March of 2019. The Compliance Division handles taxpayer correspondence for a multitude of business taxes (Sales and Use, Employer Withholding, CAT) as well as motor vehicle and aircraft. Evan graduated from The Ohio State University in May of 2015 with a bachelor’s degree in Economics.

 
Michelle Smith

Michelle Smith

Tax Examiner Specialist, Taxpayer Services

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. Shortly after, she was promoted to a TCA4 within the same unit. While in the ETD, she participated in Pass Through Entity’s operating system upgrade into STARS. In 2018, she became a Tax Examiner Specialist in TPS. 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.

 
Nick Turner

Nick Turner

Tax Program Assistant Administrator, Taxpayer Services

Nick began his career with the Department of Taxation in 2015 as a TCA1 in Taxpayer Services (TPS). In 2016, he became a Tax Examiner in the Personal Income Tax/School District Division. In 2018, Nick became a Tax Examiner Manager in TPS. During his time with Taxation, he has assisted with various projects including the implementation, planning, and managing of Gateway Cases. He also assists with training and developing new associates. Nick received an associate degree in Business Administration from Franklin University in 2015.