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. 

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. 

Hotel Reservations - Registrants for this program are expected to reside under the group block at the Hilton DFW Lakes Executive Conference Center which is located at 1800 Highway 26 East, Grapevine, Texas 76051. The daily package rate for this program is $350.99 inclusive of tax. Please note that registrants either reside under the complete meeting package rate at the Conference Center or, if local or not under the IPT package, pay the additional supplemental fee of $660 for the meeting portion of the room package.  There are separate fees for registering for the course. The cancellation policy at The Hilton DFW Lakes Executive Conference Center, Grapevine, TX is 5 DAYS PRIOR TO CHECK-IN. 

For one occupant, the $350.99 nightly package for Sunday to Thursday provides:
Overnight guest room accommodations ($165 plus tax,) and 
The CMP package ($152 plus tax) that includes conference dining breakfast, lunch and dinner during the School, DFW Airport transfers, guest room and meeting WiFi, applicable tax and service charges and the daily participant fee charged by the hotel that is applied to audio visual and meeting room space costs.

Please contact the hotel directly for double occupancy rates. For those who wish to stay Saturday night prior to the school, the rate is $165 plus tax. This Saturday rate does not include any meals. Check-in time is 3:00 PM and check-out time is 12:00 PM. Reservations requested after the room block is filled or beyond the cut-off date (July 24, 2017), whichever comes first, are subject to availability and not necessarily at the group rate. All reservations are subject to the appropriate state and local tax. The hotel accepts all major credit cards. In order to guarantee a reservation, a deposit equivalent to one night’s room and tax or the guarantee of the same by a major credit card is required. 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 Property Tax School Brochure

Complimentary DFW International Airport Shuttle Transportation

2017 Property Tax School Registration Form

Register Online


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. 

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

School brochure will be available July 15, 2017.

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. 

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 23-24, 2017
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


Hilton Denver Inverness 
Englewood, CO
May 7 - 12, 2017

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.