About Us

A Tradition of Excellence

Education

We pride ourselves on being the best in the field. Our comprehensive educational programs cover foundational and advanced SALT concepts, ensuring our members stay ahead of industry trends. We offer the most extensive and diverse learning opportunities in state and local taxation through our schools, symposiums, Annual Conferences, and webinars.

Integrity

Upholding ethical standards is one of the most critical aspects of our mission at IPT. Our members adhere to a strict Code of Ethics. We advocate for our members and the SALT community. In addition, we promote the uniform and equitable administration of state and local taxation, prioritizing the best interests of our members, their businesses, and clients.

 

Community

IPT is more than just an organization; it's a thriving community of tax professionals. Here, you'll find a supportive environment to connect with peers, exchange ideas, and establish professional excellence within state and local taxation.

Become a Tax Pro

When you join IPT, you gain access to exceptional resources and become part of a network of like-minded professionals dedicated to your success. Our annual programs are crafted by SALT experts from diverse backgrounds, ensuring the content is relevant, practical, and tailored to your needs. Our professional designations help you achieve the highest levels of career success. Whether you're just starting your career or looking to enhance your expertise, IPT provides the education and training you need to excel in the ever-evolving world of state and local taxation. Join us and become a tax PRO with IPT!

As a member, you’ll benefit from live and online continuing education, employment opportunities, a monthly newsletter, industry research, and textbook resources to PRO your career. We also administer the following professional designations:

  • CMI (Certified Member of the Institute) for property tax, sales & use tax, and state income tax practitioners
  • CCIP (Certified Credits and Incentives Professional) for credits and incentives practitioners who represent business and industry
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6,600+
members have already joined the IPT community to advance their careers in taxation.
1200+
corporations, firms, and taxpayers from business and industry sectors of all sizes, ranging from small firms to Fortune 1000 companies.
2,000+
professional designations awarded.
Overview

Who We Are

Since its inception in 1976, IPT has been the premier professional organization dedicated to the education, certification, and ethical guidance of professionals specializing in property, sales & use, state income, and value-added tax, as well as credits and incentives. We have been at the forefront of industry standards, offering world-class educational opportunities tailored to the evolving needs of our members.

At IPT, we are committed to promoting the uniform and equitable administration of state income, ad valorem, and sales & use taxes. We strive to minimize the costs associated with tax administration and compliance while upholding the highest standards of professionalism. Members are expected to adhere unwaveringly to our strict Code of Ethics. Join us in our commitment to excellence, integrity, and professionalism in state and local taxation. IPT is more than an organization; it's a community dedicated to the advancement of its members and the field as a whole.

 
 

Principles & Purposes

Explore the Institute’s guiding principles and learn about the educational value we provide across the disciplines of state and local taxation and business tax credits and incentives.

Bylaws

Gain insight into the bylaws that govern IPT and its members, ensuring transparency, accountability, and adherence to our organizational principles.

Code of Ethics

Discover our established Code of Ethics, a cornerstone of our organization, which outlines the ethical standards and conduct expected of all IPT members.

Meet IPT's President

Trisha Fortune, CMI of Ryan, LLC is the current President of IPT

Leadership

Meet the IPT Board of Governors

Our Board of Governors has been doing the job right for more than forty years. Our dedicated leadership team of tax professionals is the best in the business and is committed to IPT and the organization’s ongoing success.

Member
Trisha C. Fortune, CMI, CPA
Trisha C. Fortune, CMI, CPA
President
Donald L. Lippert, Jr., CMI
Donald L. Lippert, Jr., CMI
First Vice President
Jeff McGhehey, CMI
Jeff McGhehey, CMI
Second Vice President

Leadership

Meet the IPT Staff

Our staff members conduct the organization's daily operations and ensure you have the resources to PRO your career in taxation.

Member
Chris G. Muntifering, CMI
Chris G. Muntifering, CMI
Executive Director
Brenda A. Pittler
Brenda A. Pittler
Deputy Executive Director
Emily Archer
Emily Archer
Deputy Executive Director
News and Media

Stay Pro-Informed

Your essential guide to staying informed about IPT’s upcoming events and important issues.

Member News

IPT’s Scholarship Program

 

IPT Offers Two Distinct Scholarship Opportunities


Annual Conference Scholarship

IPT has expanded its Scholarship Program so young professionals working in state and local taxation with less than three years of experience can apply for the award. This scholarship opportunity will allow recipients to attend IPT’s 49th Annual Conference June 22 – 25, 2025. This program is an exceptional opportunity to gain exposure in all areas of state and local taxation - sales & use, state income, property tax, and credits & incentives.

A limited number of scholarships are available for up to $2,000 each to cover eligible costs associated with attending the Conference, such as travel and lodging expenses properly documented according to IPT policies. The registration fee of $895 to attend the Annual Conference is waived for all scholarship recipients.  

The deadline for submitting an application for the Annual Conference Scholarship is April 18, 2025.

To be considered for a scholarship, applicants must supply:
1. Completed Application form.
2. Applicants must submit a short statement describing their interest in state and local taxation and/or any experience in state and local taxation.
3. All applicants must submit a letter of recommendation provided by their supervisor with contact information for verification.
 
Annual Conference Scholarship Brochure 

Annual Conference Scholarship Application  

Advanced Property Tax School Scholarships

IPT is pleased to offer a unique opportunity for its corporate members—a chance to secure one of two scholarships, each valued at up to $2,500, to attend one of the prestigious Advanced Property Tax Schools. 

This exclusive offering includes one scholarship for the Real Property Tax School and another for the Personal Property Tax School. It also includes a waiver of the registration fee for the selected school.
This outstanding opportunity is exclusively available to corporate IPT members, and the application deadline is July 25, 2025. 

These schools are essential components for individuals aspiring to attain the CMI-Property Tax Designation  and candidates are encouraged to visit the Property Tax CMI Professional Designation  page for more information.   Registrants must have attended and passed the IPT Property Tax School or the Online Property Tax School Competency Exam  to be considered for the scholarship.  

Seize this chance to elevate your expertise and advance your career in property taxation!

To be considered for a scholarship, applicants must supply:
1. Completed Application form.
2. Applicants must submit a short statement describing their interest in ad valorem taxation.
3. All applicants must submit a letter of recommendation provided by their supervisor with contact information for verification.
 
Advanced Property Tax School Scholarship Brochure 

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Get Involved with IPT

The IPT community Is Ready for You

Join a diverse community of more than 6,600 members and achieve educational excellence, earn professional certification, and gain access to a world-class network. With IPT, you can advocate for equitable administration of state and local taxes, participate in volunteer opportunities to grow your leadership skills, and establish a stronger professional reputation by participating on our committees.

28 Jan 2025IPT Member News
IPT Scholarship Program
Annual Conference Scholarship and Advanced Property Tax School Scholarships
Member News

President's Message

 

Happy New Year, IPT members! I can’t believe we’re already in January, marking the halfway point of my term as President. The next six months promise to be an exciting time, and I’m eager to dive in and continue the work we’ve started together.

First, a reminder that applications are now being accepted for IPT Officers and the Board of Governors. To be considered, you must hold an IPT designation (CMI or CCIP) and submit your application by March 3, 2025. More details can be found below. If you’ve ever thought about contributing to IPT leadership, I strongly encourage you to apply. Serving as a Board Member and Officer has been one of the most insightful and rewarding experiences of my career, and I’m confident it would be for you as well. And feel free to reach out to me directly, or anyone else on the Board, if you want more insight on the time investment and experience and to answer any questions you may have about the process.

On a related note, the nomination period for IPT’s Annual Awards is also open. IPT thrives on the dedication and contributions of its volunteer members, and these awards provide a wonderful opportunity to recognize and celebrate those efforts. Whether you’re submitting a nomination or being nominated, your participation in highlighting deserving members is invaluable. Please see below for more information on the nomination process and the various awards. Remember, the deadline for nominations is February 21, 2025, and the winners will be honored at the Annual Conference.

Speaking of the Annual Conference, we have an incredible event planned for June 22–25 in Fort Lauderdale. I’m thrilled to announce our keynote speaker, Amelia Rose Earhart, who will share her inspiring journey of navigating expectations and overcoming challenges. You can learn more about her in this month’s Insider. The Conference will feature a dynamic agenda addressing the most pressing issues we face as tax professionals, and I’m excited to unveil the full schedule soon.

A major highlight of the Conference is always the Tuesday evening reception. This year’s theme is “Club Pro Royale,” blending the elegance of Palm Beach with the thrill of Casino Royale. It’s shaping up to be a spectacular evening. I can’t wait to experience it with all of you. We are also planning a variety of networking events to ensure a memorable and engaging experience for everyone.

Finally, I am looking forward to IPT’s first program of the year, Sales Tax School I, happening this February in Atlanta. I will be there to welcome all the attendees and look forward to meeting as many new members as possible.

As we kick off another year of professional growth and connection, I thank you for your support and engagement with IPT. Here’s to a fantastic start to 2025!

Trisha C. Fortune, CMI, CPA
IPT President

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Get Involved with IPT

The IPT community Is Ready for You

Join a diverse community of more than 6,600 members and achieve educational excellence, earn professional certification, and gain access to a world-class network. With IPT, you can advocate for equitable administration of state and local taxes, participate in volunteer opportunities to grow your leadership skills, and establish a stronger professional reputation by participating on our committees.

21 Jan 2025IPT Member News
IPT Presidents January 2025 Message
Happy New Year, IPT members! I can’t believe we’re already in January, marking the halfway point of my term as President.
Member News

Now Accepting Applications for IPT's Board of Governors

 
The application period is now open for any eligible IPT member desiring to serve on the IPT Board of Governors. Please note all applicants must be designated by the Institute, holding either a CMI or CCIP designation, to serve on the Board.

Each year, three members are nominated to serve on the Board, and one member is nominated to serve as Second Vice President. (Typically, the incumbent First Vice President and Second Vice President are nominated to President and First Vice President, respectively). The term for new Board members is three years.

As you consider this opportunity, here is some additional information that may be helpful in your decision:
• The Board has three meetings each year - once during the Annual Conference, a November meeting, and a March meeting. These meetings are typically held on a Saturday and/or Sunday and usually require at least one night’s stay but no more than two;
• IPT allows for up to $3,750 reimbursement each year for standard airfare, up to two nights lodging per meeting, meals not provided by IPT, and other travel-related expenses for attendance at Board meetings;
• Registration fees for Board members are waived for attendance at the annual conferences, symposiums, and one IPT school per year during their term. The IPT school waiver can be shared with another employee within their company; and,
• Service on the Board of Governors provides an excellent opportunity for IPT-designated members, who have actively participated in the organization, to help shape, guide, and lead IPT into the future.

Please refer to IPT’s By-Laws for a list of eligibility requirements. Any eligible member interested in being considered for an IPT Board of Governors position, either regular Board or Officer position, must obtain the 2025 Board of Governors Application Form by emailing IPT Executive Director, Chris G. Muntifering, CMI, at cmuntifering@ipt.org. This form is not available on the IPT website, nor can a prior year form be used in lieu of the current year application form as conditions have changed.

Your completed application must be returned, preferably by email, by the end of business, March 3, 2025 for consideration by the Nominating Committee. The Committee keeps all applications and discussions confidential. Applications will be immediately destroyed following the Committee’s meeting. Your 2025 membership and designation dues, including any past unpaid dues, must be paid in full to be considered for nomination by the Committee.

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Get Involved with IPT

The IPT community Is Ready for You

Join a diverse community of more than 6,600 members and achieve educational excellence, earn professional certification, and gain access to a world-class network. With IPT, you can advocate for equitable administration of state and local taxes, participate in volunteer opportunities to grow your leadership skills, and establish a stronger professional reputation by participating on our committees.

21 Jan 2025IPT Member News
Board of Governors Applications
The application period is now open for any eligible IPT member desiring to serve on the IPT Board of Governors. Please note all applicants must be designated by the Institute, holding either a CMI or CCIP designation, to serve on the Board.
Member News

IPT Awards Program: Recognizing Excellence in Service and Leadership

 
IPT’s Awards Program honors the exceptional contributions of our members to the Institute and the tax profession. We invite IPT members to nominate individuals who exemplify dedication, innovation, and leadership in their roles. The Awards Committee carefully evaluates all nominations and provides recommendations to the IPT Board of Governors for final approval.

The Value of Volunteer Contributions
IPT thrives on the efforts of its volunteer members. Our awards program serves as a platform to acknowledge and celebrate these invaluable contributions. Your participation in identifying deserving recipients is vital and deeply appreciated.

2025 Nominations Now Open
The nomination period for the 2025 Awards is open. Nominations must be submitted by February 21, 2025 to be considered.

Award Categories

Distinguished Service Award
This prestigious award honors members who have shown extraordinary commitment to IPT over an extended period. Recipients typically demonstrate significant contributions to designation programs, educational initiatives, and program support. Nominations should include a detailed explanation of why the nominee deserves this recognition.

Special Award
This award highlights significant contributions to specific projects or initiatives that advance IPT’s mission. Nominees may have spearheaded critical projects, developed educational materials, or made other impactful contributions to IPT and its members.

Emerging Leader Award
New members are the cornerstone of IPT’s future. This award celebrates their active involvement, leadership, and service contributions, highlighting their potential as future leaders of the Institute.

Instructor of the Year Awards
These awards recognize instructors who have made outstanding contributions to IPT’s educational programs. Separate awards honor excellence in:
• Property Tax
• Sales & Use Tax
• State Income Tax
• Credits & Incentives

Recipients are selected based on nominations from school chairs, input from instructors, and attendee evaluations.

Ready to Nominate?
Follow the link below to access the nomination forms and help us celebrate those who make a difference in the IPT community.

Instructor of the Year Awards Nomination Form  

IPT Awards Nomination Form

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Get Involved with IPT

The IPT community Is Ready for You

Join a diverse community of more than 6,600 members and achieve educational excellence, earn professional certification, and gain access to a world-class network. With IPT, you can advocate for equitable administration of state and local taxes, participate in volunteer opportunities to grow your leadership skills, and establish a stronger professional reputation by participating on our committees.

21 Jan 2025IPT Member News
IPT Awards Program
IPT’s Awards Program honors the exceptional contributions of our members to the Institute and the tax profession

Why Investing in IPT Programs Is a Smart Move For Your SALT Team

You know firsthand that state and local tax (SALT) regulations evolve constantly. That’s why, for tax departments and professionals like you, it’s essential to stay ahead of these changes. Falling behind can lead to costly errors, missed opportunities, and compliance issues directly affecting your company’s bottom line.

IPT programs provide the structured, expert-led education you and your team need to stay compliant, effective, and strategically positioned. Let’s explore why IPT programs are a good fit for your team members.

The Challenge of Keeping Up with Change

The pace of change in SALT laws and regulations can feel relentless. Tax professionals face an overwhelming amount of new information each year, from complex legislative updates to shifting compliance requirements. IPT has a proven track record as a trusted partner that can keep your team informed and ready, offering training and insights that are immediately applicable.

The Unique Benefits of IPT Schools and Programs

IPT offers two distinct types of in-person learning experiences: schools and programs.

Each serves a specific purpose, and both are crucial to making a strategic investment in your team's professional growth.

IPT Schools: Building a Strong Foundation and Advanced Skills

IPT schools deliver comprehensive, hands-on training covering both fundamental principles and advanced concepts in SALT. These sessions dive deeply into essential tax topics, equipping attendees with the practical skills to address real-world challenges. Through interactive exercises, small group discussions, and mock presentations, your team members can return to work with actionable knowledge and the confidence to implement it effectively.

IPT Programs: Staying Ahead with Emerging Trends and Networking

IPT programs—like symposiums and conferences—focus on the latest developments, emerging trends, and strategic insights in SALT. These events offer a unique opportunity for your tax professionals to stay current with rapidly changing regulations, learn about cutting-edge strategies, and gain exposure to new technologies.

Programs also emphasize the importance of networking so your team can connect with industry leaders and peers, building a robust support system of professional contacts.

The Benefits of IPT Schools

IPT schools transform tax professionals into highly skilled, confident practitioners capable of navigating complex SALT challenges.

Expert-Led Curriculum

The curriculum at IPT schools isn’t off-the-shelf. Instead, it’s crafted and delivered by seasoned tax professionals facing state and local tax challenges daily. Your employees aren’t just learning theory—they’re absorbing practical knowledge from experts who understand the real-world implications of SALT issues.

Training includes mock presentations, small group exercises, and case studies mirroring problems your team may actually encounter, ensuring they leave with the ability to apply what they’ve learned immediately.

Hands-On Learning

IPT schools emphasize active participation and hands-on learning.

Attendees engage in interactive sessions that go beyond traditional lectures, offering practical exercises to prepare them to tackle complex tax issues head-on.

These experiences cultivate critical thinking and problem-solving skills, which translate directly into improved workplace performance. The result is a team that can effectively handle daily responsibilities and contribute to the overall efficiency of your tax department.

Return on Investment

Investing in IPT schools delivers a tangible return on your team’s time and budget.

Your team members can return equipped with the expertise to analyze and resolve tax challenges more effectively, minimizing risks and uncovering opportunities that directly benefit your business.

Practical skills gained through IPT’s rigorous training reduce the likelihood of costly mistakes and improve the overall strategic impact of your tax department.

The Advantages of Attending IPT Programs

IPT programs, including symposiums and conferences, are designed to keep your tax department at the forefront of the industry. These events equip your team with the connections and knowledge they need to excel in a constantly shifting tax landscape. Best of all, they are scheduled with the important dates on the SALT calendar in mind so your team members can attend because the timing works for them.

Here are just a few of the reasons why your team members can benefit from IPT’s annual programming.

Cutting-Edge Knowledge

IPT programs ensure your employees stay well-informed on the latest trends, regulations, and strategic developments in state and local taxation. Sessions are packed with insights into emerging technologies, complex SALT issues, and legislative updates. By staying current, your team is equipped to anticipate and navigate changes, maintaining a competitive edge in the field.

Industry-Specific and Regional Focus

Understanding that tax issues can vary significantly by industry and region, IPT programs offer sessions tailored to meet the specific needs of your team members. No matter the sector your teams work in, they’ll receive targeted, relevant knowledge. This focused approach allows tax professionals to more effectively address industry-specific challenges and implement strategies that can directly impact your business operations.

Valuable Networking Opportunities

One of the most significant benefits of IPT programs is the opportunity to build a network of peers and industry leaders across multiple tax disciplines. These connections can be invaluable when your team faces complex challenges, offering a go-to resource for advice and collaboration.

Establishing relationships at these events not only fosters professional growth but also creates a support system for your teams that extends well beyond the conference room.

The Strategic Value of Investing in IPT Programs

Investing in IPT programs isn’t just about professional development—it’s a strategic decision for your business that can yield substantial returns. Here’s why investing in IPT membership for your team members makes good business sense.

Efficient Access to Resources

The sheer volume and specificity of information shared at IPT events are unparalleled. Unlike piecemeal, independent research, IPT programs consolidate critical SALT updates and advanced strategies into a single, cohesive learning experience. The efficiency saves your team members time and ensures they receive insights that are both current and comprehensive.

Additionally, the perspective that your team members can gain from industry leaders will help them apply their new skills on a practical level. Your teams will benefit from nuanced interpretations of regulations and real-world case studies, giving them the tools to make well-informed decisions at work.

Impact on the Bottom Line

Well-trained tax professionals are more adept at navigating intricate regulations, meaning fewer costly errors and more opportunities to optimize tax positions.

Consider the financial implications: an error in tax compliance or a missed opportunity for tax optimization can have serious repercussions.

IPT-trained employees are equipped to minimize risks and capitalize on tax-saving strategies. The return on investment isn’t theoretical—it translates to measurable financial gains and increased operational efficiency.

Long-Term Benefits

Beyond the immediate impact, IPT programs foster long-term growth and stability. Employees with this level of specialized training develop into confident, knowledgeable professionals who can easily handle evolving tax challenges. This continuous upskilling reduces the need for constant retraining and positions your department as a strategic asset rather than a reactive cost center.
Further, investing in your employees’ education reinforces your commitment to professional development, improving retention, and helping you attract top talent.

Staying ahead in the industry isn’t just about compliance; it’s about cultivating a tax team driving value year after year.

Help Your Team Stay Prepared and Current

A well-prepared, knowledgeable tax team is a necessity. IPT schools deliver both foundational and advanced training, giving your team members practical, real-world skills they can apply immediately. IPT programs  ensure your team stays ahead of industry changes with timely updates and strategic insights so your tax department is more agile and effective.

Investing in IPT memberships for your team is a smart, strategic way to maximize your education budget. The ROI is clear: a more capable, confident, and efficient tax team that can navigate SALT complexities with precision. Learn more about specific IPT programs and take the next step toward strengthening your tax department today.

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16 Dec 2024IPT Member News
Why Investing in IPT Programs Is a Smart Move For Your SALT Team
Discover how IPT programs empower your SALT team with expert-led training, cutting-edge insights, and networking to stay compliant and ahead of changes.