Income Tax Programs

The Institute provides specialized education for income tax professionals. Resources to network with other tax professionals are also available. Details on specific programs of interest to income tax professionals are presented below. Registration and program brochures are available 90 days before the start of the program.

IPT is accredited by NASBA for CPE purposes. The Institute files property tax programs with the Texas Department of Licensing and Regulation for property tax consultant continuing education.  IPT also files a Continuing Legal Education (CLE) application with the state in which the program is held. Any fee imposed by an individual state based on an individual’s credit hours is the responsibility of the individual. 

State Income Tax School I


June 4 - 9, 2017
Wylie Inn & Conference Center
Beverly, MA

The State Income Tax School I is focused on teaching fundamental state income tax concepts and is intended for those with less than five years of income tax experience. The curriculum provides a thorough review of basic principles and an introduction to more advanced issues. 

This five-day program provides an in-depth examination of the complex problems those responsible for state and local income taxes face, including nexus and entity concerns, fundamentals of formulary apportionment, unitary business, mergers and acquisitions, tax provisions, and more. The school is led by a professionally diverse faculty with many decades of experience in the state and local income tax field.

For successful completion, students are expected to attend 90% (i.e., earn 35.1 CE credit hours) of the school including the mandatory ethics session. The 90% attendance must be reflected in the official certificate of attendance. 

Enrollment is limited to IPT members and employees of companies that have IPT members. 

HOTEL ACCOMODATIONS - All Registrants and Instructors are expected to reside at the Wylie Inn & Conference Center at Endicott College in Beverly, MA, at the IPT group rate. The only permissible exceptions are those individuals who reside in the Beverly area (see Registration Fee for additional details). Call Hotel Reservations at the Wylie Inn & Conference Center at Endicott College in Beverly, MA at (866) 333-0859, and be sure to reference the IPT State Income Tax School II to secure the conference rate. For any additional nights needed before or after the posted group dates, please contact the hotel directly at (866) 333-0859 to check availability.

Register by May 5th for the best pricing! 

2017 State Income Tax School I Brochure

2017 State Income Tax School I Registration Form

Online Registration

State Income Tax School II


June 4 - 9, 2017
Wylie Inn & Conference Center
Beverly, MA

The State Income Tax School II builds on the fundamental state income tax concepts and is intended for those with some income tax experience. The curriculum provides a review of basic principles and focuses on advanced issues. 

This five-day school provides an in-depth examination of the complex problems state income tax professionals face including nexus, other business taxes issues, apportionment complexities, mergers and acquisitions and tax planning nuances, federal and state RARs and compliance, and more. The school is led by a professionally diverse faculty with many decades of experience in the state and local income tax field.

This school is intended for those individuals who have already successfully attended State Income Tax School I (or who have successfully challenged School I), or for those who have seven years of relevant income tax experience. 

For successful completion, students are expected to attend 90% (i.e., earn 34.2 CE credit hours) of the school including the mandatory one hour ethics session. The 90% attendance must be reflected in the official certificate of attendance. 

HOTEL ACCOMODATIONS - All Registrants and Instructors are expected to reside at the Wylie Inn & Conference Center at Endicott College in Beverly, MA, at the IPT group rate. The only permissible exceptions are those individuals who reside in the Beverly area (see Registration Fee for additional details). Call Hotel Reservations at the Wylie Inn & Conference Center at Endicott College in Beverly, MA at (866) 333-0859, and be sure to reference the IPT State Income Tax School II to secure the conference rate. For any additional nights needed before or after the posted group dates, please contact the hotel directly at (866) 333-0859 to check availability.

CMI income tax applicants must attend State Income Tax School II as part of the requirements to sit for the CMI Exams. 

Register by May 5th for the best pricing! 

 

2017 State Income Tax School II Brochure

2017 State Income Tax School II Registration Form

Online Registration

Income Tax Symposium


The Palmer House Hilton
Chicago, IL
November 12 - 15, 2017
 
IPT's Income Tax Symposium is your opportunity to take a deep dive into the topics that are top of mind for income tax professionals, delivered by experts who will provide you with best practices, alternate strategies and ways to demonstrate the value of your work to clients and employers.  

The program includes a variety of topics important to income tax professionals including updates on  income tax from global, national and state perspectives. Other sessions topics include transfer pricing, tax base conformity, audit tactics, market-based sourcing and alternative appointment, among others. 

The symposium is designed to help income tax professionals understand the new and emerging issues you encounter daily, as well as provide attendees with in-depth analyses on strategies for operating effectively in an ever-changing SALT environment. 

Enrollment is limited to members and employees of companies that have IPT members, and there are no prerequisites for this symposium.

Register Online

2018 Income Tax Symposium - November 4 -7, 2018, Hyatt Regency Grand Cypress Resort, Orlando, FL

ABA/IPT Advanced Income Tax Seminar


March 20 - 21, 2017
The Ritz Carlton Hotel
New Orleans

The ABA/IPT Income Tax Seminar devotes substantial time to current issues in the field and to practical solutions to recurring difficulties in handling and winning a state and local tax appeal. The speakers will address issues common to income tax cases in all jurisdictions with an emphasis on those issues that apply generally to state and local tax appeals throughout the country.

Audience participation will be strongly encouraged, and some working knowledge of state and local tax matters is important for those who wish to get the full benefit of the program. All tax professionals both private and government-based are welcome to attend.