Ohio Virtual Tax Academy

This is an archived page from a past event. If you are looking for information on upcoming OVTA events, please click here.

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 event is scheduled for: July 15, 2015

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
Materials will be available here on July 10, 2015.
 

8:15 - 8:30

Opening Remarks

 

 

Marina King & Joe Testa

8:30- 9:30

Legislative Updates

This session will cover some of the key tax items that were included in the Ohio biennium budget that was passed on June 30, 2015.

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Tim Lynch & Aileen O’Donnell

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9:30 - 9:40

Break

 

9:40 - 10:40

Sales Tax Updates for Retailers

This session will provide insight into the Sales Tax Holiday that is available from August 7th to August 9th 2015.  Additionally, the presentation will touch on a retailer’s responsibilities, such as registration, filing, record keeping, and consumer’s use accounts.


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Alison Bradley & Laura Stanley

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10:40 - 10:50

Break

 

10:50 - 11:50

Administrative Appeals Concerning BTA

This session will provide information regarding the filing requirements at the BTA, including the board’s recent move to electronic filing, as well as a brief overview of cases typically considered by the Board.

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Brad Arnold & Rebecca Luck

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 11:50 -12:00

Evaluations/Closing Remarks

 

 

 

Regarding sales tax exemption certificates, I'd like to request that instructions be provided to help customers provide a fully completed exemption certificate. Currently, the form asks for vendor name, but vendor name and AND address are required for the exemption certificate to be fully completed. Many customers only put their name.

A fully completed exemption certificate only needs the address of the purchaser not the vendor from whom they are making the purchase from.  

Regarding sales tax exemption certificates, I'd like to request that instructions be provided to help customers provide a fully completed exemption certificate. Currently, the form asks for vendor name, but vendor name and AND address are required for the exemption certificate to be fully completed. Many customers only put their name.

A fully completed exemption certificate only needs the address of the purchaser not the vendor from whom they are making the purchase from.  

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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. 

 

Tim Lynch

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.

 

Aileen O'Donnell

Aileen O’Donnell has been the legislative liaison for ODT since March 2014.  Duties of the liaison position include representing ODT in meetings with legislators, tax professionals, and senior tax officials.  Other responsibilities include reviewing legislative bills and assisting legislative offices with tax inquiries.

Before working at the Department of Taxation, Aileen held the position of Senior Legislative Aide in the Ohio House of Representatives. 

 

Alison Bradley

Alison has been with the Audit Division for five years, and currently serves as a Tax Auditor Agent specializing in Sales and Use Tax.  Her current duties include audits of medium to large companies in the Akron/Cleveland area.  Alison holds a Bachelor of Science degree with a major in Accounting, and a Masters in Business Administration from Youngstown State University.  Prior to joining the Ohio Department of Taxation she worked for the private sector in the accounting department of a national manufacturing company.

 

Laura Stanley

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.

 

Brad Arnold

Following law school, Mr. Arnold served as a judicial law clerk for the Honorable Dean Strausbaugh of the Tenth District Court of Appeals. He joined the Ohio Board of Tax Appeals in 1991 as an attorney examiner and served as its Chief Attorney Examiner from 2001 through 2014. Throughout this period, Mr. Arnold served as a mediator, hearing officer, and chief counsel to the Board, having drafted/reviewed/issued thousands of orders/decisions addressing various state and local tax issues. In 2014, Mr. Arnold joined the Department of Taxation as the Administrator of the Internal Audit Division which has been established to independently examine and evaluate the Department’s ongoing controls.

 

Rebecca Luck

Rebecca began her career with the Department of Taxation January 1, 2012 and Legal Counsel to the Division of Tax Equalization.  She was promoted to Executive Administrator, Tax Appeals Division, in December, 2014.  Prior to her employment with the Department of Taxation, Rebecca was an attorney examiner with the Ohio Board of Tax Appeals.  As an attorney examiner, Rebecca was responsible for a hearing docket which included appeals from decisions made by county boards of revision and budget commissions, municipal income tax review boards, and the Tax Commissioner.  Rebecca is versed in personal income, sales, commercial activity tax, pass-through entity tax, municipal income tax as well as various aspects of real property taxation.