State 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. 

ABA/IPT Advanced State Income Tax Seminar


The Ritz Carlton Hotel
New Orleans, LA
March 11 - 12, 2019

Registration and payment are with the ABA and not IPT:  

2019 ABA-IPT Brochure

Online Registration
or
2019 ABA-IPT Registration Form

Hotel Accommodations information is as follows:

Those wishing to make a reservation at the Ritz Carlton New Orleans may do so online here   or

By telephone:   (800) 826-8987 and reference ABA/IPT Tax Seminars when calling.

The deadline for hotel reservations is Thursday, February 7th, 2019.

The special negotiated group rate is:  $249 Single/Double Occupancy plus appropriate state and local taxes/fees.  Rates include complimentary fitness center access and guest room wireless internet access

Attendees are strongly encouraged to make reservations early as the Ritz Carlton New Orleans may sell out; sleeping rooms are limited.

The ABA/IPT Advanced State 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.

Consent to Use of Photographic Images - Photos will be taken at this event. These may be published in IPT publications, multimedia presentations, website, LinkedIn, Instagram, Twitter and Facebook pages, and other IPT related social media sites. Registration and attendance at, or participation in, IPT meetings or other activities constitutes agreement by the registrant/speaker/attendee to IPT’s use and distribution of their image or voice in photographs, videotapes, electronic reproductions, and tapes of such events and activities. Recording of sessions is strictly prohibited.

State Income Tax School I


Sessions will be held at the UConn School of Law
Hotel accommodations have been arranged at the DELAMAR West Hartford
West Hartford, CT
July 15 - 19, 2019

Hotel Reservations
In 2019, IPT and the UConn School of Law are teaming up for IPT's State Income Tax School I. The school offers a rare opportunity to view state and local income taxation from the academic, legal and practical perspectives, providing attendees a one-stop  resource for their state income tax  educational needs. 

IPT's State Income Tax School I is an in-depth examination of the fundamentals of state and local business income tax concepts for those new to state income taxation, and provides a thorough review of basic principles with an introduction to more advanced issues including nexus and entity concerns, fundamentals of formulary apportionment, unitary business mergers  & acquisitions, tax provisions and much more. 
 
Online Registration

State Income Tax School II


Sessions will be held at the UConn School of Law
Hotel accommodations have been arranged at the DELAMAR West Hartford
West Hartford, CT
July 15 - 19, 2019

Hotel Reservations
In 2019, IPT and the UConn School of Law are teaming up for IPT's State Income Tax School II. 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 includes a review of the complex problems that experienced state income tax professionals face every day and provides the knowledge and strategies to successfully navigate arising issues including apportionment complexities, tax planning strategies, federal and state RARs, nexus and other business tax issues. 

The school is led by a professionally diverse faculty from the private, public and academic sectors with many decades of experience in the state and local income tax field.

Online Registration

State Income Tax Symposium


2020 Site & Date is TBD

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. 

2019 State Income Tax Symposium Brochure