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
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.
It is a thorough, five-day program that provides an in-depth examination of the complex problems those responsible for state and local income taxes face, including nexus and entity concerns, separate and consolidated/combined return issues, apportionment complexities, reorganizations and mergers, tax planning nuances, and more. Some of the state taxes that replace or have income tax features will be discussed, including the Ohio CAT and the Texas margin tax.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 one hour ethics session. The 90% attendance must be reflected in the official certificate of attendance. Individuals who plan on attending State Income Tax School II may do so if they have at least seven years of relevant income tax experience, or have successfully attended or challenged State Income Tax School I.
CMI income tax applicants must attend State Income Tax School II as part of the requirements to sit for the CMI Exams.
Enrollment is limited to IPT members and employees of companies that have IPT members.
2017 State Income Tax School I Brochure
2017 State Income Tax School I Registration Form
State Income Tax School II
June 4 - 9, 2017
Wylie Inn & Conference Center
This five-day school provides an in-depth examination of the complex problems state income tax professionals face including nexus and entity concerns, separate and consolidated return issues, apportionment complexities, mergers and acquisitions and tax planning nuances, reorganizations and more. It is intended for tax professionals with experience in the 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 it, 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.
2017 State Income Tax School II Brochure
2017 State Income Tax School II Registration Form
Income Tax Symposium
The Palmer House Hilton
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.
ABA/IPT Advanced Income Tax Seminar
March 20 - 21, 2017
The Ritz Carlton Hotel
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.