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 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 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: February 20, 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 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 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.

February 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 - 9:30

Legislative Update

This session will be an overview of the administrative rule review process and rule changes of note in the past year. Additionally, the session will provide updates on new legislation and court decisions affecting the Department in 2019.
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Kerrie Ryan & Laura Stanley

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9:30 - 9:40

Break

 

9:40 - 10:40

Gaming in Ohio

This session will provide an overview of the history, taxability, remittance, and withholding requirements that come with various types of gaming in Ohio. This session will briefly cover any pending legislation.
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Kyra Horvath & Holly Lynch

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10:40 - 10:50

Break

 

10:50 - 11:50

Municipal Net Profit Taxes

This section of the OVTA will be covering the municipal net profit tax administered by the Ohio Department of Taxation. We will cover numerous topics including, opting-in with the Department for 2019, filing requirements for declaration of estimated payments, Modernized e-Filing, the annual tax return, and various updates.
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Cody Fitch & Michael Vajen

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 11:50 - 12:00

Evaluations/Closing Remarks

Lelia Brisco

 

Is there rounding on the municipal net profit return?

The return filed on the Gateway does not round on schedule B.  The final totals from schedules are rounded to the nearest whole dollar.

Is there rounding on the municipal net profit return?

The return filed on the Gateway does not round on schedule B.  The final totals from schedules are rounded to the nearest whole dollar.

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Presenters
Jeff McClain

Jeff McClain            

Tax Commissioner

Jeff McClain is the 19th Ohio Tax Commissioner and was appointed by Governor Mike DeWine in January 2019. Prior to the Ohio Department of Taxation, McClain served as the Director of Tax and Economic Policy for the Ohio Chamber of Commerce, where he worked to achieve passage of the Municipal Income Tax changes in the most recent biennium budget. Prior to his work at the Ohio Chamber, McClain was a Member of the Ohio House of Representatives where he served as Vice Chair of the House Finance Committee and as Chair of the House Ways and Means Committee. McClain also served as the Wyandot County Auditor for 26 years.

 

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.

 

Kerrie Ryan, Esq.

Kerrie Ryan, Esq.

Division Counsel and Disclosure Officer – Office of Agency Performance

Kerrie serves as administrative counsel for the Department, assisting with contracts and vendor management, budget & fiscal legal support, IT compliance and security, data and records management, administrative rule review, and records requests. She joined the Department of Taxation in 2010. Prior to her current position, she served as legal counsel for the bankruptcy division.

 

Laura M. Stanley, Esq.

Laura M. Stanley, Esq.

Legal Counsel - Sales & Use Tax Division

Currently, Laura Stanley is Legal Counsel for sales and use taxes for the Ohio Department of Taxation, within the Business Tax Division. In this 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 Business Tax Division and Commissioner's Office on legal matters. Previously, Laura served as Legal Counsel for various taxes, including the commercial activity and petroleum activity taxes within the Business Tax Division and the excise taxes within the Excise & Energy Tax Division. Prior to becoming Legal Counsel, Laura worked as a Management Analyst Supervisor in the Commercial Activity Tax Division and was instrumental in several projects, including the Voluntary Disclosure Program. Additionally, Laura assisted her predecessor in her capacity as Legal Counsel for the Commercial Activity, Motor Fuel, and Excise Tax Divisions. Laura enjoys the presentation circuit and looks forward to building relationships through interaction with the public. Laura graduated from The University of Akron in Akron, Ohio with a Bachelor’s of Science in Political Science & Criminal Justice and an Associate of Applied Science in Criminal Justice Technology. Additionally, Laura earned her J.D. from Capital University School of Law in Columbus, Ohio.

 
Holly Lynch, Esq.

Holly Lynch, Esq.

Attorney - Legal Counsel

Holly Lynch currently serves as a Division Counsel at the Ohio Department of Taxation in the Office of Chief Counsel and specializes in fuel taxes, gaming, and business tax credits. Prior to serving as Division Counsel, Holly was an administrative hearing officer in the Tax Appeals Division, where she worked with a variety of taxes including individual income, pass-through entity, financial institution, school district income, sales and use, corporate franchise, and employer withholding. Holly received her B.B.A. from Belmont University and her J.D. from Ohio Northern University.

 
Kyra Horvath, Esq.

Kyra Horvath, Esq.

Attorney – Tax Appeals

Kyra Horvath currently serves as an Attorney at the Ohio Department of Taxation in the Office of Chief Counsel, Tax Appeals Division and works with a variety of taxes including individual income, pass-through entity, school district income, employer withholding, and commercial activity. Kyra received her B.A. with honors in Economics, Business, and Political Science from Muskingum University and her J.D. from Capital University.

 
Cody Fitch

Cody Fitch

Tax Examiner Manager, Business Tax Division

Cody began his career with the Department of Taxation in June 2013 as a Tax Commissioner Agent 1 in the Business Tax Division. He became a Tax Commissioner Agent 3 in the Business Tax Division in November 2014. Cody was promoted to a Tax Examiner Specialist in October 2017 in the Business Tax Division with a focus on the Municipal Net Profit Tax. In May of 2018 he was promoted to a Tax Examiner Manager in the Business Tax Division still focusing on the Municipal Net Profit Tax. Cody received a bachelor’s degree in Business Administration from Ohio University in 2012.

 
Michael Vajen

Michael Vajen

Tax Examiner Manager, Business Tax Division

Michael Vajen began his career with the Ohio Department of Taxation in January 2012 as a Tax Commissioner Agent 1 in the Taxpayer Services Division. In August 2013, Michael was promoted to a Tax Commissioner Agent 3 in Taxpayer Services specializing in business taxes. Michael was promoted to a Tax Commissioner Agent 4 in the Compliance Division, which focuses on the Department's billing and assessment program. Michael returned to Taxpayer Services as a Manager focusing on the business taxes in November 2015. Michael transitioned to the Business Tax Division to oversee the Municipal Net Profit Tax in October 2017. Michael is a graduate of Ohio University with a Bachelor of Business Administration majoring in Accounting.