Dealing with the tax provisions of the COVID-related legislation for both individuals and businesses are among the topics to be discussed during the upcoming Tax School workshop series offered throughout Ohio in November and December.
“The annual series is designed to help tax preparers learn about federal tax law changes and updates for this year as well as learn more about issues they may encounter when filing individual and small business 2021 tax returns,” said Barry Ward, Director of the Ohio State University Income Tax School Program.
“The tax schools are intermediate-level courses that focus on interpreting tax regulations and changes in tax laws to help tax preparers, accountants, financial planners, and attorneys advise their clients,” he said. The schools offer continuing education credit for certified public accountants, enrolled agents, attorneys, annual filing season preparers, and certified financial planners.
“Our instructors are what make the difference in our program. Most have been teaching OSU tax schools for over 20 years and make themselves available long after the class to make sure attendees get through the tax filing season,” Ward said.
Attendees also receive a class workbook that alone is an extremely valuable reference as it offers over 700 pages of material including helpful tables and examples that will be valuable to practitioners. Sample chapters of the reference workbook can be found at: https://go.osu.edu/WorkbookChapters.
This year, OSU Income Tax Schools will offer both in-person schools and an online virtual school presented over the course of four afternoons.
- November 1-2, Presidential Banquet Center, Kettering/Dayton
- November 3-4, Ole Zim’s Wagon Shed, Gibsonburg/Fremont
- November 17-18, Ashland University John C. Meyer Convocation Center, Ashland
- November 22-23, Christopher Conference Center, Chillicothe
- November 29-30, Zane State/Ohio University Zanesville Campus, Zanesville
- December 2-3, Nationwide & Ohio Farm Bureau 4-H Center, OSU Campus, Columbus
- December 6-7, Hartville Kitchen, Hartville
Virtual On-Line School presented via Zoom:
- November 8, 12, 15 & 19, 12:30 – 4:45 p.m.
In addition to the tax schools, the program offers a separate, two-hour ethics webinar that will broadcast Wednesday, Dec. 15 at 1 p.m. The webinar is $25 for school attendees and $50 for non-attendees and is approved by the IRS and the Ohio Accountancy Board for continuing education credit.
Register two weeks prior to the school date and receive the two-day tax school early-bird registration fee of $400. This includes all materials, lunches, and refreshments. The deadline to enroll is 10 business days prior to the date of each school. After the school deadline, the fee increases to $450.
Additionally, the 2022 RIA Federal Tax Handbook is available to purchase by participants for a discounted fee of $50 each. Registration information and the online registration portal can be found online at:
A webinar on Ag Tax Issues will be held Monday, Dec. 13 from 8:45 a.m. to 3:20 p.m.
If you are a tax practitioner that represents farmers or rural landowners or are a farmer or farmland owner that prepares your own taxes, this five-hour webinar is for you. It will focus on key topics and new legislation related specifically to those income tax returns.
Registration, which includes the Ag Tax Issues workbook, is $150 if registered at least two weeks prior to the webinar. After November 29, registration is $200. Register by mail or online at https://go.osu.edu/agissues2021.
Participants may contact Ward at 614-688-3959, firstname.lastname@example.org or Julie Strawser 614-292-2433, email@example.com for more information.