Join IPT In Texas for the 47th Annual Conference!

IPT's Annual Conference is the year's most robust educational tax program due to its comprehensive content, covering multiple tax sectors, including sales & use, property, and state income tax, as well as credits and incentives. 

As a tribute to the Conference's host state, this year's theme is Deep in the Heart of SALT:  Learn & Connect for Success!   The Annual Conference Planning Committee is developing a well-rounded program that includes the best and most current information, educational speakers, and entertaining networking events.  This year's program offers over 60 breakout sessions and seven general sessions featuring an official from the Texas Comptroller of Public Accounts office, cross-discipline topics, efficient management tactics, IPT Ethics, and an inspirational keynote speaker.  See the Annual Conference Brochure to view an agenda of sessions and descriptions, so you can begin planning your Conference schedule.

The Annual Conference is a place where attendees have the opportunity to catch up with colleagues and meet new ones. Because of the diversity of attendees' tax specialties, the Conference is uniquely positioned to help them expand their professional network across multiple tax disciplines. Networking opportunities are available throughout the Conference, including at meals, between sessions, and evening receptions. 

An Annual Conference highlight is always the Tuesday evening reception, which this year features a state fair theme in honor of one of the host state's most anticipated events, the Texas State Fair. Attendees are encouraged to dress in cowboy boots, hats, and other Western attire and enjoy the fair-like atmosphere, including typical carnival fun, games, and treats. This event promises to be a good time for all. 

Register Online 
Conference Brochure

An Invitation From IPT's President 

Every year, tax professionals from across the nation look forward to IPT's Annual Conference; it is the year's most anticipated state and local tax conference and well worth your effort if you attend.

The Annual Conference Committee is hard at work developing the agenda to ensure you get the best value from your Conference experience.  They are finding informative and engaging keynote speakers, creating sessions based on the information you have told us you want to know, and preparing networking events to keep you connected.  

This year's Annual Conference will be held at the Gaylord Texan Resort & Conference Center in Grapevine (Dallas), Texas.  Those familiar with Gaylord Resorts understand that these facilities offer excellent dining experiences, exciting entertainment activities, and diverse amenities.  There is so much to do at the Gaylord; you will not want to leave!  However, if you opt to venture off the property,  you can enjoy sites such as LEGOLAND®, the Discovery Center, Cowboys Golf Club, Historic Downtown Grapevine, and water sports on Lake Grapevine itself.   If you like baseball, the Texas Rangers will be in town facing off against the Detroit Tigers during the latter part of the Conference.     For these and many other reasons, you should consider attending the 2023 Annual Conference.  I invite you to attend and hope to see you there!

April M. Nevarez, CMI
IPT President

Registration Pricing

Member Pricing*:

*Eligible non-members must pay an additional $500 to attend the Annual Conference; however, they have the opportunity to save on registration by joining IPT (applicable 2023 calendar year dues required) to qualify for member pricing.

The Gaylord Texan Resort & Convention Center 
 IPT's room block at The Gaylord Texan Resort & Conference Center has sold out.   Please contact the Gaylord Texan at  (817) 778-1000 for information on available rooms and  nearby lodging options. 

Located on the shores of the majestic Lake Grapevine, Gaylord Texan Resort & Convention Center provides a stunning, one-of-a-kind experience. From the ten-acre Paradise Springs Water Park, to an exciting lineup activities and entertainment, there’s something for everyone to enjoy. Guests can explore the four-and-a-half acres of airy, indoor garden atriums, four award-winning restaurants, bars, the world-class Relâche Spa, and a state-of-the-art fitness center.

The spirit and heritage of Texas will embrace you the moment you arrive at the hotel with so much to do on-site, you may not want to leave!  Don't forget to check out all of the unique shopping, dining and entertainment venues under the majestic, climate-controlled glass atrium.  See below for pictures of the property. 

The resort is just outside of the Dallas-Fort Worth area and near many Grapevine, Texas, attractions, theme parks, and sports arenas with options like shopping, the rodeo, dining and other entertainment.   

IPT has secured the amazing nightly rate of $254 (plus applicable taxes and fees).  The nightly rate includes the resort fee, which covers admission to the fitness center and resort pools, in-room Internet access, and two complimentary bottles of water daily. 

More Information to Get You Ready for the Annual Conference! 

General Sessions
State of the State of Texas
• Managing Audits and Appeals with Big Buckle Swagger - Evaluating Stress, Time, and Team Management When Under Review
• How Disciplines Can Work Together to Secure Incentives and Credits
• The Intersection of Property Tax and Credits & Incentives: What Every Property Tax and C&I Professional Needs to Know
• The New Frontier - Sales & Income Tax Considerations with E-Commerce and PL 86-272
• Career Changes
• Future of Tax Panel
• IPT Ethics
• Keynote Address: Master the Four Keys of Leadership

Credits & Incentives Topics 

•  Federal Income Tax Considerations in Structuring State and Local Incentives
•  Considering Options North of the Border and South of the Border
•  Creating and Improving In-House Credits and Incentives Functions
•  Sustainability Incentives under the Inflation Reduction Act
•  How to Manage Your Effective Tax Rate Through Use of Federal Business Income Tax Credits
•  Megaproject Incentives Trends in the US 
 State Income Tax Topics

Property Tax Topics
• Can They Do That? Reverse Appeals and Other Government Attempts to Increase Taxes
• The Splintering of Acute Care Hospitals and What it Means for Value
• Personal Property Valuation: A Dive into Obsolescence
• Office Market: You’re on Mute! – How Post-Pandemic Trends have Impacted Office Values
• If You’re Gonna Play In Texas, You Gotta Have a Chief Appraiser in the Band 
• Outlining the Oil & Gas Industry for Upstream to Downstream Segments: Fluctuating Demand and Uncertain Regulations' Impact on Valuation 
• Transforming from Traditional Brick and Mortar through Technology and E-Commerce 
• Big Problems with Big Portfolios Full of Small Tax Liabilities 
• Understanding and Applying the Texas Equal and Uniform Remedy
• The Purpose of the Appraisal and the Impact on Discovery 
• Wrangle Your Audits 
• Has the Curtain Closed on Post-COVID Entertainment Space? 
• Steering your BPP Returns into the Corral 
• The Economic Rodeo - with Ted Jones 
• Inefficiencies of the Appeal Process 
• Does Equal and Uniform (E & U) Ever Cross Your Mind? 
• Momma Let Her Babies Grow Up: The Value Impacts of Generational Changes on Different Property Types 
• Connecting the Dots Between Current Economic Trends and Current Real Estate Fundamentals 
• Presenting Complex Legal and Valuation Concepts to a Lay Tribunal
• Wind and Other Big Renewable Energy Challenges
• Every Grain Counts: Segregating Intangible Value in Property Valuation

Sales Tax Topics
 Gunslingers, Outlaws, Gamblers & Lawmen – Know Your Opponent in a Showdown
• Round 'Em Up - National Sales Tax Controversy Update
• This Tonic will Solve Your Problems in M&As and Exemptions
• The Wild, Wild West of Cryptocurrency and NFTs: If It's An Asset for Income Tax, How Might Transaction Taxes Apply?
• Sheriff is Here - Qui Tam, Class Actions, and Consumer Protection Issues
• Iron Horses - Sales and Use Tax Issues in Vehicle and Equipment Leasing
• Taxing Services
• Shootout at the SUT Corral: Sales Versus Use Tax - Sales & Use Tax, Distinction Without a Difference?
• General Mercantile: Knowing What You Are Buying and Selling And How Not to Get Whipsawed on Audit
• Commercial Rent Taxes and Other Oft' Forgotten Pesky Varmints
• Drive Data, Not Cattle! Automating Your Indirect Tax Department Function Through The Use of Emerging Technology
 •Does this Avoid the Shoot-out: Voluntary Disclosure Agreements And Other Options
• Digital Goods: Where Are We Now?
• There’s Gold in Those Hills - Pursuing Sales and Use Tax Refunds
• Cowboy, Call Me Maybe - Do People Talk on the Phone Anymore? Telecom Update
• Saloons & Hotels - Taxation of Hotel Management Services & Hotel Occupancy Taxes
• Yes, It’s Black Gold, But What About Taxes On Compressors And Their Fuel?
• Reaping the Whirlwind--Grappling with the Unintended and Unexpected Consequences of Marketplace Laws
• What Happens When the Pony Express Gets Ahold of Sharper Image Catalogues - An Exploration of Issues Facing Sellers and Purchasers of Direct Mail
• The Great Bandit Roundup - A Round Table Discussion of Current Sales Tax Issues
• Corral Your Data - Data Center Placement and Expense - Sales Tax Implications, Exclusions & Exemptions
• The Wild, Wild West: Local Lawmen and Taxes

State Income Tax Topics 
• Remember the Alamo: An Overview of SALT Income Tax Concepts and Issues 
• Don’t Mess with Due Diligence - Considerations from Buy and Sell Side, Delving into Tax Planning 
• Top 10 Income Tax Cases That Will Have You Yee-Hawing 
• Lasting Effects of COVID-19 on Remote Work, Y’all 
• Always Forward Marching - Sourcing Rules for Income Tax Planning 
• Feel the Power of Taxes - Treatment of Intangibles 


Annual Conference Networking Opportunities

There are multiple opportunities to network throughout the Conference at meals, between sessions, and during evening receptions. In addition, during the first two days of the Conference, there will be a "Bingo" type game to see who can connect with the most people. In addition to making new connections, the winner of this contest will receive a prize. Look for more information regarding this activity in your Conference registration packet. 

There are evening receptions every night of the Conference, each with something unique to celebrate. Sunday evening features a New Member reception to help new Conference attendees meet others before the program begins on Monday.  
The Cornhole Tournament begins at the Sunday reception, with the Championship Round on Monday evening.  

The Tuesday night reception is always a highlight of the Annual Conference! This year the reception theme pays tribute to one of Texas's most anticipated events, the Texas State Fair. Attendees are encouraged to dress in cowboy boots, hats, and other Western attire and enjoy the fair-like atmosphere. There will be carnival games with prizes, fun fair food, and line dancing!

In addition, attendees will get the chance to interact with Conference Exhibitors throughout the program, including  ACTSOLV, Avalara, CereTax, Inc., CSC, FandlGagnon, itamlink by Rethink Solutions, Inc., Sarus, Inc., Synexus Tax Solutions, Tax Advisors Group, Tax, TaxConnex, LLC,, Tax CSA, LLC, and VirtualTaxOffice.  

IPT's Annual Cornhole Tournament
Sunday, June 25 and Monday, June 26

The Annual Cornhole Championship Tournament will be held during the Sunday and Monday evening receptions. This popular event fills up fast, so registering now gives you the best chance to participate in this limited field of contenders. This year’s cornhole champs will earn a cash prize and a year’s worth of bragging rights!

The competition will be held, with the preliminary rounds beginning on Sunday and the winners advancing to the final rounds on Monday evening. The playing field is limited to the first 64 registrants.  The top prize is $50 to each member of the first place team.  
The entry fee is $20 for individuals, who will be randomly paired, or $50 if you want to register as a team of two. Note all net tournament proceeds will go to charity. When you go online to register for the conference, select the "Cornhole" option to reserve your spot. 

Please contact Toby Miller with questions.  

A VIP Tour of Cowboys Stadium
An Optional Pre-Conference Excursion

Love 'em or hate 'em, there's no denying the Dallas Cowboys have one of the world's most impressive sporting facilities.
Join other Conference attendees for a VIP guided tour of AT&T Stadium.

This off-site excursion includes transportation to and from the stadium, a behind the scenes tour of the stadium, which includes world-class art, the team locker room and the cheerleader's locker room. The tour will conclude with light refreshments in the Ryan Club.
The tour will occur on Sunday afternoon, June 25, before the Annual Conference begins. The excursion costs $50 per individual for those who register by April 15, 2023, and then $75 per person thereafter. Those who join the tour will return to the Gaylord Texan Resort & Convention Center before the Conference festivities commence on Sunday evening. To participate, select the Cowboy Stadium Tour when registering for the Conference.
Thank you to Ryan, LLC for arranging this special opportunity.
Please contact Toby Miller if you have questions.  


Meet the Keynote Speaker

Conference Itinerary 

This year's Conference begins on Sunday evening, June 25, with  an evening networking reception and concludes before lunch on Wednesday, June 28.   Monday and Tuesday will feature a mix of general and breakout sessions with ample time to network at meals and session breaks. 

In addition, both of these days include evening events that begin after the day's sessions conclude and end by 7 p.m., giving you ample time to dine with colleagues, explore the Gaylord resort, or experience local dining and entertainment attractions in Grapevine and Dallas.

Conference Brochure 

  Attendee Photo Contest - Back by Popular Demand!  

To celebrate the Conference's State Fair theme, IPT asks registrants to submit photos of themselves with their friends and family visiting a fair, carnival, or other similar event or pictures of them in western/cowboy gear. These photos do not have to be recent; if you have one of yourself as a five-year-old cowboy, send it in!

We will display the pictures during the Conference, and the winning entries take home a prize.   To participate, email your photos (preferably in .jpeg format) to Christina Webb. Please include your name and some information about the photo and submit these by June 16, 2023.

We cannot wait to see your photos!

Historic Downtown Grapevine, Texas
Minutes Away From the Gaylord Texan Resort & Convention Center 

The Gaylord Texan Resort & Convention Center is located a short rideshare away from Historic Downtown Grapevine, Texas, a wonderful place to visit before or after the Conference.  Anchored by Main Street, Grapevine features a walkable, preserved historic area homes to explore, winery tasting rooms, the Grapevine Vintage Railroad, the Palace Arts Center, the Grapevine Glockenspiel Clock Tower, and one-of-a-kind shops, live entertainment venues, restaurants, and art galleries.  

Click here to learn more about all that Grapevine, Texas has to offer!


Attendee Discounts

Attendees and their guests can enjoy the following discounts while at the Conference:

• 30% discount on the rack rate at the Cowboys Golf Club located next to the Gaylord Texan Resort & Convention Center;
• 10% discount on spa services at the Gaylord's Relache Spa & Salon; and
• Grapevine's "Show Your Badge Program," which provides Conference attendees with various discounts visiting Grapevine when they present their Conference badges. Click here to learn more about this opportunity to save, and all that Historic Downtown Grapevine offers.