Property Tax Programs

Whether you are entry level or a seasoned tax professional, the Institute has a multitude of educational and certification opportunities to help you build your knowledge and grow your professional network. IPT offers a dynamic educational program that ranges foundational topics to complex taxation strategies, all of which are designed with the property tax professional in mind.  See below for a listing of upcoming Property Tax educational events in 2017.

Please note that 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. The CE credit hours that can be earned at each program will be listed in each event’s brochure.

Requirement: To attend the Real Property Tax School and the Personal Property Tax School you must have passed and/or successfully challenged the Property Tax School. CMI property tax applicants must attend both the Personal Property Tax School and Real Property Tax School as part of the requirements to sit for the CMI Exams; these two Schools cannot be challenged. 

Personal Property Tax School


Hilton Denver Inverness 
Englewood, CO
October 1 - 5, 2017 

Prerequisites: Individuals must have successfully completed or challenged IPT’s Property Tax School. Enrollment is limited to employees of companies that have IPT members.

The IPT Personal Property Tax School builds on your fundamental knowledge of property tax issues using a unique arrangement of informative lectures and participation in small group workshops. Students will be able to expand their current knowledge of personal property tax, classification, valuation, audits, and appeals. The Personal Property Tax School is designed for property tax personnel who have a basic knowledge of the property tax area. 

Successfully completing this school is a mandatory requirement for earning the Property Tax CMI designation, and the school is not eligible to be challenged.

For successful completion students are expected to attend 90% of the school including the mandatory one hour ethics session. The 90% attendance must be reflected in the official certificate of attendance.

Successfully completing the Personal Property Tax School is a mandatory requirement for earning the Property Tax CMI designation; it is not eligible to be challenged. 

Accommodations: Reservations should be made in a timely manner with the hotel by using one of the following options:

1. Go directly to the following website and enter your arrival and departure information: Hotel Reservations
 
2. Call the Hilton Denver Inverness reservation office at 303-799-5800 (reference the IPT room block) to secure the appropriate package rate. For any additional nights needed before or after the posted group dates, please contact the hotel reservation office at the above phone number to check availability. The rate will not include the meal package. Reservations should be made with the hotel by September 1, 2017, to ensure receiving the group rate. After this date, or once the room block is filled, whichever comes first, reservations requested will be on a space available basis. All reservation dealings are with Hilton Denver Inverness and not the IPT Atlanta office.

Please contact the IPT office, (404) 240-2300 or tmiller@ipt.org if you get a message that the hotel is booked as the website is not always reflective of availability and IPT may be able to refer you to the appropriate contact at the hotel.

2017 Personal Property Tax School Brochure

2017 Personal Property Tax School Registration Form

Register Online


Property Tax Symposium


Renaissance Indian Wells Resort & Spa
Indian Wells, CA
November 5 - 8, 2017 

IPT's Property Tax Symposium is designed for experienced tax professionals and features the latest in ad valorem tax issues and best practices in tax management, compliance and valuation.  It is IPT's most storied and longest running annual symposium, providing tax professionals from across the country with the opportunity to gather, network and exchange ideas. The symposium is thoughtfully and carefully designed for experienced property tax professionals, proving to be a good investment of their time and resources.

The symposium offers a number of sessions focused on specific industries, as well as sessions that feature best practices and strategies for managing complex topics that tax professionals encounter every day. Symposium sessions will also provide in-depth analysis on these topics critical to property tax professionals and how to manage them.   

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

Hotel Reservations

Register Online

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


ABA/IPT Advanced Property Tax Seminar


The Ritz Carlton Hotel
March 22-23, 2018
New Orleans, LA

The ABA/IPT Property 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 related to property 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 sector and governmental tax officials are welcome to attend. 

Real Property Tax School


Georgia Tech Hotel & Conference Center
Atlanta, Georgia
August 19-24, 2018

Prerequisites: Individuals must have successfully completed or challenged IPT’s Property Tax School in order to attend. Enrollment is limited to employees of companies that have IPT members. 

The purpose of the program is to provide students with a fundamental and integrated knowledge of property tax principles, concepts and technical skills essential in the field. The school features an in-depth study of the property tax valuation process, including the three approaches to value. 

Other related topics covered in the school include, but are not limited to, sales ratio studies and mass appraisal; direct capitalization, yield capitalization and discounted cash flow models; assessor, appeal agency and court interactions; building cost estimates and deprecation types. Attendees will leave the school with the knowledge and tools to apply these concepts effectively and efficiently in real-world situations. 

For successful completion students are expected to attend 90% of the School including the mandatory one hour ethics session. The 90% attendance must be reflected in the official certificate of attendance.

Successfully completing this school is a mandatory requirement for earning the Property Tax CMI designation, and the Real Property Tax School is not eligible to be challenged. 


Property Tax School


Hilton DFW Lakes Executive Conference Center
Grapevine, TX
August 13 - 17, 2017 

Please Note: The Property Tax School is a prerequisite to attend the Real Property Tax School and the Personal Property Tax School.

The purpose of the Property Tax School is to provide a basic, but comprehensive foundation, in the theory and practice of property tax management for businesses, including demonstration of valuation techniques used by property tax professionals. The school is recommended for individuals with less than five years of experience in the field and little or no exposure to appraisal training.  Basic property tax principles, concepts, and technical skills are some of the topics covered in the program’s curriculum. There are no prerequisites for this course, and successful completion of a final examination is required. 

For successful completion students are expected to attend 90% of the school including the mandatory one hour ethics session. The 90% attendance must be reflected in the official certificate of attendance.

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