Tax & Financial Planning Section

Hear the latest on local, state and national tax changes covering a variety of sectors. Keep up with the ever-changing tax laws and stay current on trending topics.

Latest News:

  • Mar 01, 2024

    Joint Committee on Property Tax Review and Reform continues hearings

    A veteran of Ohio tax administration told the General Assembly’s property tax study panel Wednesday that the flagship policy for preventing spikes in tax bills no longer works well.
  • Feb 20, 2024

    Preparing for an ERC audit? Six key questions IRS will ask

    It’s the season for IRS ERC exam. Have you or your clients heeded all the warnings and lifelines that the IRS has provided?
  • Feb 16, 2024

    Updated Commercial Activity Tax information release

    An ODT updated information release has been issued to clarify whether a consolidated elected taxpayer or combined taxpayer group must register and pay the commercial activity tax when total taxable gross receipts fall below certain thresholds.
  • Feb 14, 2024

    Supreme Court denies 2020 municipal income tax refunds

    The Ohio Supreme Court today issued a 5-2 decision in the Schaad v. Alder case, Slip Opinion No. 2024-Ohio-525, effectively denying impacted Ohio taxpayers from seeking a refund of municipal income tax paid to a municipality where they neither work nor live.
  • Feb 09, 2024

    Upcoming symposium to address municipal income tax issues

    The oral arguments in the Schaad v. Alder case were held nearly one year ago on March 1, 2023. While we still await the Ohio Supreme Court’s decision determining whether taxpayers can obtain 2020 municipal income tax refunds, members can attend an upcoming municipal income tax symposium.
  • Feb 09, 2024

    Ohio revenues slip again in January, but OBM remains bullish

    Tax revenues are down about half a percent for the fiscal year so far after another underperformance in January, but the overall revenue picture and sizable underspending leave Ohio’s budget on solid footing.

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