CMI - State Income Tax

In 2006, the Institute for Professionals in Taxation adopted a professional designation program, Certified Member of the Institute(CMI), for qualified state income tax members. The Institute, through its CMI designation program, is the first to recognize professional achievement in state income taxation. This designation is a mark of achievement and distinction in the state income tax field. 

Earning the CMI designation is both a personal achievement and a credit to the profession. The CMI designation is more than a mere credential; it is a demonstration of expertise in state/local business income taxation. 

The major requirements for the State Income Tax Professional designation include membership in the Institute, state/local income and franchise tax experience, successful completion of the IPT state income tax schools, other educational requirements, and successful completion of both comprehensive written and oral examinations. In addition, after attaining the CMI professional designation, certified members are required to continue their professional education by attendance at IPT and other approved educational programs.  Full details on the Continuing Education Requirements for active CMIs may be found here.  

Welcome CMI - State Income Tax Applicants and Candidates

Pursuing the CMI Professional Designation - a Mark of Distinction in State Income Taxation

The CMI-State Income Tax Application and Brochure outline the program from the application process to maintaining the designation.  Potential Candidates are encouraged to review the CMI State Income Tax Orientation SlideShow for a general overview of the program.  The State Income Eligibility Checklist provides detailed information on how to calculate the 25 education points requirement when completing your CMI Candidacy Application.  For additional useful information, see the CMI Candidate FAQ page.

CMI-State Income Tax Exam Dates & Deadlines

Applications are now being accepted for our 2020 CMI State Income Tax Exams. Potential Candidates are encouraged to plan ahead to avoid missing the (firm) application deadline and thus the opportunity to sit for the exam.   Please review the Exam Dates & Deadlines page for upcoming exam dates, locations, and deadlines.  Note that there will be an exam offered February 21 -22, 2020 in Atlanta, Georgia.  To apply, you may either email, mail, or fax your completed application to the IPT office.   

As of November 2016, State Income Tax School II may no longer be challenged to meet the CMI State Income Tax Eligibility Requirements.  Candidates must attend and successfully complete State Income Tax School II to meet the requirement. 
CMI Income Applicants
The CMI professional designation is a mark of distinction in income/franchise taxation. Earning the CMI designation is both a personal achievement and a credit to the profession.

Current Certified Members FAQs

Many of the answers to questions regarding the continuing education requirements are found on the CMI / CCIP CE Information page.
  
Q. What non-IPT courses are accepted for CPE credit?
A.    IPT does not list specific approved courses, but a description of acceptable courses can be found on the Continuing Education Requirements document for each designation, which can be accessed here.
 
Q. How do I submit non-IPT Continuing Education?
A.    Fill out the Non-IPT Continuing Education Credit Application

Q. Is there a deadline for submitting continuing education?
A.    There is no longer a deadline and you may submit any CE earned during your current five-year term. However, we do ask that you submit your CE yearly so that your status report remains current.

Q. How do I access my CMI or CCIP CE Status Report?
A.    Follow the directions below and you will receive a copy of your status report by email within 5 - 10 minutes. 

  • Login to the IPT website
  • Click on your name in the top right-hand corner
  • Click on the "CMI / CCIP Members" tab
  • Click the link and fill out the form 

Q. What happens to my certification if my membership becomes inactive or I change employers?
A. A member's certification remains active for six months after his or her membership becomes inactive.  If membership is reactivated within the six-month grace period, the member's certification is unaffected.  Once the certification is changed to inactive status, however, the member must submit the Application to Reactivate Designation along with all required CE documentation and fees.  Full details on the required CE to reactivate your designation are available on the CMI / CCIP CE Information page. 

Q. Is there a maximum number of hours awarded for one program?
A. Yes.  A maximum of 30 hours credit is awarded for an individual program, including an IPT program.

If you have questions about the CMI or CCIP Professional Designation that are not answered on our website, please contact Emily Archer, Certification Officer, or call our office at 404-240-2300.

Current CMI / CCIP FAQs
Many of the answers to questions regarding the continuing education requirements are found on this page.

Certified Members of the Institute - Income Tax

This list of CMIs is organized by designation status.

Active Designees
Retired Designees
Deceased Designees
Inactive Designees 

Active Designees

Retired Designees

Any designee who is fully retired may retain the designation and all requirements will be waived, including payment of any professional designation dues.

Deceased (not listed here)

Inactive (not listed here)

All rights and privileges of the designation will be suspended for any designee whose IPT membership has expired for whatever reason and who remains a non-member for six months or more. The individual shall refrain from using or displaying the designation, in signing correspondence, in the course of court testimony, or in any other manner. 

During the period of inactive status dues payments and continuing education requirements will be suspended. The designation will be considered inactive until IPT membership is reinstated and the designee applies for active status in writing accompanied by a fee of $150 and meets all requirements for reactivation. Following reactivation of the designation, the member's next five year continuing education reporting period will begin on the next January 1. 

(The above definitions are those in effect as of November 5, 2006.) 
Certified Members of the Institute - Income Tax
Listing of Certified Members of the Institute - Income Tax

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