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.

Sales Tax Symposium

Renaissance Indian Wells Resort
Indian Wells, CA
September 30 - October 3, 2018 

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. 

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.

IPT SPECIAL OFFER - Attend 2 Symposiums back to back at a special price! Register for both the Sales Tax Symposium and VAT Symposium AND the total registration fee (early) is $995 with $500 applied to the Sales Tax Symposium and $495 to applied to the VAT. To take advantage of this offer iuse the registration forms below and scan and email to tmiller@ipt.org.

2018 Sales Tax Symposium Brochure

2018 Sales Tax Symposium Registration Form

2018 VAT Symposium Registration Form

Online Registration

Hotel Reservations

ABA/IPT Sales Tax Seminar

The Ritz Carlton Hotel
New Orleans, LA
March 12-13, 2019

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. 

2018 ABA-IPT Advanced Tax Seminars Brochure

Sales Tax School I: Introduction to Sales & Use Taxes

Georgia Tech Hotel and Conference Center 
Atlanta, Georgia 
February 24 - March 1, 2019 

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. 

To attend, you must be a member of IPT or someone from your company is a member of IPT.

2018 Sales Tax School I Brochure

Sales Tax School II: Theory and Practice for the Experienced Sales and Use Tax Professional

Georgia Tech Hotel and Conference Center 
Atlanta, Georgia 
May 5 - 10, 2019 

Prerequisite: 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 34.5 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 School II is a mandatory requirement for earning the Sales Tax CMI designation; School II cannot be challenged. 

2018 Sales Tax School II Brochure