Income Tax Schools at The Ohio State University 2024

November 1, 2024
· by · in ,

Authors: Barry Ward & Jeff Lewis, Income Tax Schools at The Ohio State University

For well over 55 years, Ohio State University has been providing continuing education for tax preparers. Ohio State University offers income tax education designed for tax preparers with some experience preparing and filing federal tax returns for individuals and small businesses. Our schools also provide tax education for beginning professionals and for farmers and farmland owners.

Instruction focuses on tax law changes and on the problems faced in preparing individual and business (including farms) tax returns. Highly qualified instructors will explain and interpret tax regulations and recent changes in tax laws. These schools and webinars offer continuing education credits for attorneys, CPAs, EAs, CFPs, and other tax return preparers. More information can be found online: https://farmoffice.osu.edu/tax

Our two-day schools (and 4-part webinar) are designed for individuals who have some experience preparing and filing federal and state tax returns. The two-day courses are considered to be intermediate level. Highly qualified instructors will explain and interpret tax regulations and recent changes. Our two-day schools also have instructors from the Internal Revenue Service (IRS) and the Ohio Department of Taxation (ODT).

Some highlights include details of energy and vehicle tax credits, Beneficial Ownership Reporting (BOI), upcoming expiring provisions of the Tax Cuts and Jobs Act and more. We have a couple of chapters in this year’s National Income Tax Workbook (NITW) that we haven’t had in a number of years that may be of interest – Real Estate Rental Activity Issues and Related Party Issues.

What sets our schools apart? Our dedicated instructors who work in the tax industry! We don’t just get you through the class, we get you through the tax filing season.

We also offer a two-hour Ethics Webinar and a six-hour Agricultural and Natural Resources Income Tax Webinar for additional continuing education credits. All of our courses are taught by some of the industry’s top experts!

Registration for our 2-day schools and four-part webinar includes a hard copy of the 600+ page National Income Tax Workbook prepared by the Land Grant University Tax Education Foundation (“LGUTEF”), access to past workbooks, the opportunity to order the 2025 Checkpoint Federal Tax Handbook at a substantial discount, and 50% off our Ethics/PSR Webinar.

Registration for 2024 is open and can be found by visiting https://go.osu.edu/tax2024

If you cannot register online, email Jeff Lewis (lewis.1459@osu.edu) to set up an alternative.

Dates and Locations for 2024 Income Tax Schools

  • Oct. 31 – Nov. 1 Ole Zim’s Wagon Shed, Gibsonburg (Fremont)
  • Nov. 4-5 Presidential Banquet Center, Kettering (Dayton)
  • Nov. 7-8 Old Barn Restaurant & Grill, Lima
  • Nov. 12-13 Muskingum County Conference and Welcome Center, Zanesville
  • Nov. 19-20 Ashland University, John C. Meyers Convocation Center, Ashland
  • Nov. 21-22 Hartville Kitchen, Hartville
  • Nov. 25-26 – Intro Course (Columbus)
  • Dec. 4-5 Nationwide & Ohio Farm Bureau 4-H Center, Columbus
  • Dec. 9, 10, 12, 13 Four-Part Virtual Webinar Series, Zoom
  • Dec. 16 – Ethics Webinar, Zoom
  • Dec. 19 – Ag Tax Issues Webinar, Zoom

Two-Day Tax Schools Topics Include:

  • Trusts and Estates
  • Related Party Issues
  • Limited Liability Company Issues
  • Business Entity Tax Issues
  • IRS Issues
  • Business Tax Issues
  • Real Estate Rental Activities
  • Agricultural and Natural Resource Tax Issues
  • Individual Tax Issues
  • New and Expiring Legislation
  • Rulings and Cases

A sample chapter from a past workbook can be found at: https://taxworkbook.com/about-the-tax-workbook/

In addition to the tax schools, the program offers a separate, two-hour ethics webinar that will broadcast Monday, Dec. 16th. The webinar is $30 for school attendees and $60 for non-attendees and is approved by the IRS and the Ohio Accountancy Board for continuing education credit.

A webinar on Ag Tax Issues will be held Thursday, Dec. 19 from 8:45 a.m. to 3:30 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 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 $180 if registered at least two weeks prior to the webinar. After November 29, registration is $230. Register by mail or on-line at:

Intro to Tax Preparation Course

Our new Introduction to Tax Preparation for the Beginning Tax Professional is offered for the second year and this year will be held in Columbus on Nov. 25-26, at the Nationwide & Ohio Farm Bureau 4-H Center. This introductory course seeks to not only introduce beginning tax professionals to tax verbiage, concepts, and law, but also inject real world experience to help beginning tax professionals avoid mistakes a new preparer generally makes. We begin instruction by covering the basics and by the end of Day 2, attendees will have completed a sample return. For more information on this course see this page: https://farmoffice.osu.edu/tax/introduction-tax-preparation-course

Participants may contact Barry Ward at 614-688-3959, ward.8@osu.edu or Jeff Lewis at 614-247-1720, lewis.1459@osu.edu for more information.