Welcome CMI - State/Local Income Tax Applicants and Candidates

Pursuing the CMI Professional Designation - a Mark of Distinction in State/Local Income Taxation

The CMI professional designation is a mark of distinction in income/franchise taxation. Earning the CMI designation is both a personal achievement and a credit to the profession. The CMI designation is more than a mere credential; it is a demonstration of expertise in state/local business income taxation.

The major requirements for the State/Local Income Tax Professional designation include membership in the Institute, state/local income and franchise tax experience, attainment of prescribed educational requirements, and successful completion of both comprehensive written and oral examinations. In addition, after attaining the State/Local Income Tax designation, certified members are required to continue their professional education by attendance at IPT and other approved educational programs. 
 
The CMI-Income Tax Application and Brochure (available for download below) offer detailed information and instructions that will enable you to progress smoothly through the application process. For some really useful information, see the CMI Candidate FAQ Page.

 The Income Eligibility Checklist provides detailed information on how to calculate the 25 education points requirement when completing your application.

Potential Candidates can access the CMI-I Orientation slide show for a general overview of the program. (Please note: This is the short version that does not contain sample questions. The full version is available with the study materials)

CMI-Income Tax Exam Schedule & Deadlines - Applications are now being accepted for our 2012 CMI-IncomeTax Exams. Potential Candidates are encouraged to plan ahead to avoid missing the (firm) application deadline and thus the opportunity to sit for the exam. 

CMI-Income Tax Exam Deadlines

Applications are now being accepted for the CMI-Income Tax Exams.

Plan ahead to avoid missing the deadlines!

Exam Preceding 2013 Annual Conference 

CMI Income Tax Exam
Renaissance Orlando at SeaWorld®
Orlando, Florida
Exam Dates: June 22-23, 2013
Applications must be received in the IPT office 90 days prior to the examination date.
The deadline for receipt of applications for the June 2013 Exam is March 21, 2013.
Candidates must meet all final requirements to sit for the Exam by May 6, 2013.
Candidates must notify the IPT office of their intention to sit for the examination no later than May 21, 2013.

Exam Preceding 2013 Income Tax Symposium 

CMI Income Tax Exam
Renaissance Esmeralda Hotel
Indian Wells, California
November 2 - 3, 2013
Applications must be received in the IPT office 90 days prior to the examination date.
The deadline for receipt of applications for the November 2013 Exam is August 2, 2013.
Candidates must meet all requirements to sit for the exam by September 17, 2013
Candidates must notify the IPT office of their intention to sit for the examination no later than October 2, 2013.

Further Information

The CMI-Income Tax Application and Brochure (available for download below) offer detailed information and instructions that will enable you to progress smoothly through the application process.