Sales Tax Programs
The Institute provides sales tax professionals with connections to their tax peers through education and certification programs, networking, chat rooms, and member directories. If you are a novitiate in your sales tax career or have been doing it for years, our programs have something for you. Registration and program brochures are available 90 days before the start of the program.
IPT is accredited by NASBA for CPE purposes. IPT 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.
Sales Tax School II: Theory and Practice for the Experienced Sales and Use Tax Professional
Marriott Kingsgate Conference Center
University of Cincinnati
April 23 - 28, 2017
Individuals must have successfully attended or challenged and passed IPT Sales Tax School I: Introduction to Sales and Use Taxes.
IPT’s Sales Tax School II: Theory & Practice for Experienced Sales & Use Tax Professionals is an intermediate level five-day School that guides students through a review and analysis of many different, but essential, sales & use tax principles and concepts: research, accounting, auditing and other technical skills.
During the School, emphasis is placed on small discussion groups and practical applications. Successful completion of a final examination is required. Due to its popularity, early registration for this School is encouraged.
Students are expected to attend 90% (i.e., earn 39.1 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.
Enrollment is limited to IPT members and employees of companies that have IPT members. Applicants must have successfully completed IPT’s Sales and Use Tax School I or have successfully challenged it in order to attend Sales Tax School II. Successfully completing this School is a mandatory requirement for earning the Sales Tax CMI designation; this School cannot be challenged.
2017 Sales Tax School II Brochure
2017 Sales Tax School II Registration Form
Midwest Manufacturing Tax Workshop
Sheraton Ann Arbor Hotel
Ann Arbor, MI
June 20 - 21, 2017
Save the Date for IPT's Midwest Manufacturing Tax Workshop, June 20 -21 at the Sheraton Ann Arbor.
The Midwest is home to many types of industries that supply the goods that keep the country, and the world, going. Join us as we look at the tax aspects of manufacturing from production to sales.
Sales Tax Symposium
La Cantera Hill Country Resort
San Antonio, TX
September 17—20, 2017
IPT’s Sales Tax Symposium is your opportunity to take a deep dive into the topics that are top of mind for sales and use 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 varied range of topics from industry specific issues (manufacturing, hotels, transportation, bottling, telecommunications and healthcare), to structured transactions and M&A, to “responsible” person liability, as well as many topics relevant to sales and use tax professionals.
At the symposium you create your own agenda so you are able to build a program that is the most effective use of your time. And, as one of IPT’s largest programs, you will have the chance to network with hundreds of other sales and use tax professionals.
Enrollment is limited to members and employees of companies that have IPT members.
CMI-Sales Tax Exams are typically given immediately preceding the Sales and Use Tax Symposium. Consult the Sales Tax CMI page for further details.
Sales Tax School I: Introduction to Sales & Use Taxes
Georgia Tech Hotel and Conference Center
February 26 - March 3, 2017
Sales Tax School I is a five-day School that provides students with an exposure to essential sales and use tax principles and concepts. Research, accounting, auditing and other technical skills are discussed and practiced. Emphasis is placed on small discussion groups and practical applications. Successful completion of a final examination is required.
Individuals who plan to take Sales Tax School II are required to successfully complete Sales Tax School I or pass a Sales Tax School I Challenge Exam.
For successful completion of the School, students are expected to attend 90% (i.e., earn 32.4 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. Successfully completing this School is a mandatory requirement for earning the Sales Tax CMI designation; this School cannot be challenged.
To attend, you must be a member of IPT or someone from your company is a member of IPT.
ABA/IPT Sales Tax Seminar
The Ritz Carlton Hotel
New Orleans, LA
March 21-22, 2017
The ABA/IPT Sales 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 sales 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.