At its March 7, 2020 Board meeting, the IPT Board of Governors enacted a pilot program that allows candidates for the CMI – State Income Tax designation to forgo the attendance requirements for both State Income Tax Schools I & II if that individual meets the following requirements:
- active IPT membership;
- ten or more years of experience in state and local taxation;
- and CPA license or law degree.
Under this pilot program, candidates must submit an application by December 31, 2020. Candidates must meet the remaining eligibility requirements as outlined below:
- 5 years of state income tax experience;
- 12 hours of attendance at an IPT state income tax program (State Income Tax Symposium, Annual Conference, ABA/IPT State Income Tax Seminar); and
- 25 education points*.
*Candidates who meet the requirements for this pilot program may already have up to 20 points, but will need to detail and document their points on their CMI State Income Tax Candidacy Application . Upon acceptance of their application, candidates would then have three years to complete all requirements, including successfully passing the written and oral exams, to earn the designation. Questions and Applications may be sent to IPT’s Certification Officer, Emily Archer, at email@example.com.