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
Not a Member?     Become a Sponsor
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

President's Message

 

Spring is in full swing, and with it comes a busy and exciting time for IPT!

Our next in-person program is Sales Tax School II, taking place April 28 – May 2 in Atlanta. I’ll be there and look forward to meeting many of you as we continue to build on IPT’s strong foundation of education and professional development.

Immediately following is the Value Added Tax (VAT) School, May 5 – 8, also in Atlanta. This is the second year IPT is offering this unique program, established under the leadership of Immediate Past President Allan Wells. The success of last year’s inaugural class showed just how much interest and need there is for VAT-specific training, and we’re proud to offer it again this year.

We’ll also host a webinar on May 22nd focused on food and beverage taxation from the sales tax perspective. Visit ipt.org to learn more and register. It’s a great way to stay current and earn CPE from wherever you are.

Looking ahead, don’t forget to register for the 49th IPT Annual Conference, which is taking place June 22 – 25, 2025, in Fort Lauderdale. You can earn 18.2 CPE credits, including 1.6 hours of IPT Ethics credit, while enjoying top-notch programming and unbeatable networking.

This year’s Conference kicks off on Sunday with two pre-Conference networking events—pickleball and a Waterway Tour—followed by a welcome reception on the beach Sunday evening. It’s the perfect way to ease into the week and connect with colleagues from across the country.

Monday is “Exhibitor Day,” when our valued exhibitors will be with us from breakfast through the evening reception to share the innovative solutions they offer to state and local tax professionals. I hope you’ll take time to connect with them. As the day wraps up, join me for a fun round of Bingo. No need to register—just stop by and try your luck!

And don’t miss the always-popular Tuesday night reception. This year’s theme is Club PRO Casino Royale. We are extending the reception time from 5:30 PM to 9:00 PM and blending the glamorous world of Palm Royale with the thrills of Casino Royale.  Expect fun, fashion, and a little friendly competition at the tables.  We’re blending the glamorous world of Palm Royale with the thrills of Casino Royale. Expect fun, fashion, and a little friendly competition at the tables. I encourage everyone to get into the spirit and dress in your best 1960s country club attire—you won’t want to miss it!

Thanks for all you do for IPT. I look forward to seeing many of you in the coming months and continuing our work together to grow, connect, and strengthen this incredible community.

Trisha C. Fortune, CMI, CPA
IPT President

Related News

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.

16 Apr 2025IPT Member News
IPT Presidents April 2025 Message
Spring is in full swing, and with it comes a busy and exciting time for IPT!
IPT Member News

Why You Should Attend IPT’s Annual Conference

The 49th IPT Annual Conference is the place to be to enhance your expertise, expand your network, and gain fresh insights into the evolving landscape of state and local taxation. Held from June 22-25, 2025, in sunny Fort Lauderdale, FL, this premier program brings together tax professionals nationwide for an unparalleled learning and networking experience.

1. A Powerhouse of Knowledge with 50+ Sessions

The IPT Annual Conference offers an impressive lineup of over 50 sessions covering all key disciplines in state and local taxation—property tax, sales & use tax, state income tax, and credits & incentives. Whether you’re looking to stay ahead of legislative updates, refine your state and local tax strategies, or explore best practices in tax planning, this Conference has you covered. Sessions are designed to cater to seasoned professionals and those new to the field, ensuring valuable takeaways for everyone.

2. Inspiring Keynote Speakers – Amelia Rose Earhart & Chuck Gallagher

Navigating challenges is a core part of any tax professional’s career, and who better to offer guidance than Amelia Rose Earhart? As a record-setting pilot and inspirational speaker, Amelia will share her powerful message on handling turbulence in life’s challenges, drawing from her personal experiences and lessons learned. Her keynote promises to be both motivating and empowering, equipping attendees with strategies to confidently navigate uncertainty.
Chuck Gallagher returns to the IPT stage with his presentation The Ethical Code: Navigating AI’s Promise and Peril. Chuck will use his unparalleled insight and dynamic presentation skills to discuss how we harness AI’s power while maintaining ethical integrity. He will dive into the complex ethical landscape of AI, exploring its potential to drive innovation—and its risks when left unchecked. This interactive session unpacks real-world case studies, regulatory concerns, and practical strategies for implementing AI responsibly.

From bias in algorithms to data privacy and accountability, this program provides professionals with the insights to navigate the intersection of ethics, technology, and decision-making. Whether you’re an executive, entrepreneur, or policymaker, you’ll leave equipped with the tools to integrate AI ethically into your business strategy.

3. Unmatched Networking Opportunities

The IPT Annual Conference isn’t just about gaining knowledge; it’s about making connections that matter. Engage in dynamic networking activities that go beyond simple introductions. These opportunities allow you to share best practices, discuss emerging trends, and gain fresh perspectives from professionals who understand your challenges. Whether you’re attending structured networking events, casual meetups, or the lively Club PRO Royale receptions, you’ll be part of a community dedicated to professional growth and collaboration.

4. Valuable for All Experience Levels

This Conference offers something for every stage of your career:
For seasoned professionals, stay ahead of industry trends and enhance your strategic approach with expert-led discussions on the latest developments.
For those newer to the field, gain crucial insights from breakout sessions designed to build foundational knowledge while also establishing valuable professional relationships to support your growth.

5. A Destination Worth Experiencing

Set against the backdrop of beautiful Fort Lauderdale, the Conference offers the perfect mix of learning and leisure. Enjoy the city’s stunning beaches, vibrant nightlife, and excellent dining options while connecting with industry peers in a relaxed and engaging environment.
Don’t Miss Out!

The IPT Annual Conference is a must-attend program for state and local taxation professionals. With high-impact sessions, an inspiring keynote, and unbeatable networking opportunities, this is your chance to gain the knowledge, strategies, and connections needed to thrive in today’s tax landscape. Mark your calendar for June 22-25, 2025, and join IPT in Fort Lauderdale for an unforgettable experience!

Register now and uncover a world of opportunity at Club PRO Royale! 

Brochure and Agenda

Register

Hotel Reservations   Cut-off is Thursday, May 22, 2025.

Related News

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.

24 Mar 2025IPT Member News
Why You Should Attend IPT’s Annual Conference
The 49th IPT Annual Conference is the place to be to enhance your expertise, expand your network, and gain fresh insights into the evolving landscape of state and local taxation. Held from June 22-25, 2025, in sunny Fort Lauderdale, FL, this premier

Apply for IPT’s Advanced Property Tax School Scholarships in 2025

The IPT Scholarship Program offers an excellent opportunity for professionals working in state and local property tax to enhance their education and advance their careers. IPT offers two scholarships each year for its Advanced Property Tax Schools – the Real Property Tax School and the Personal Property Tax School.

The Real Property Tax School
October 13 – 17, 2025
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

This is an advanced program designed for professionals with experience in real property tax who seek a deeper understanding of the field's complex concepts and principles. The comprehensive curriculum builds on foundational knowledge, equipping attendees with advanced skills to apply in real-world scenarios. Topics covered at school include a comprehensive study of the property tax valuation process, concentrating on the three approaches to value.

The Personal Property Tax School
October 20 – 24, 2025
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

This school incorporates an advanced learning experience tailored for property tax professionals who already possess a basic grasp of ad valorem principles. The school's comprehensive curriculum demonstrates how proper management of tangible personal property can significantly impact a company’s financial performance. Topics covered at the school include a deep dive into the four cornerstones of personal property tax: classification, valuation of machinery & equipment, compliance, and audits & appeals.

Both schools are ideal for those who want to expand their careers in property taxation and are essential to those who aspire to earn the CMI - Property Tax professional designation.

These scholarships can support your journey toward professional growth and leadership roles within the field of property taxation. Ideal candidates include those who work in corporate property tax departments and other SALT professionals who work on state and local property tax issues on behalf of their employers. For them, having a deep knowledge of property taxation and staying current on regulations and issues is crucial.

Details of the Scholarships

To make these valuable learning opportunities more accessible, you can apply for one of two scholarships that can be used for either the Real Property Tax School or the Personal Property Tax School.

  • Each individual scholarship covers up to $2,500 of eligible travel and lodging expenses.

  • The registration fee for the selected school is waived for the scholarship winner.

  • Scholarship applications must be submitted by July 25, 2025.

  • These scholarships are available only to corporate members of IPT.

  • To take the Advanced Property Tax Schools, applicants must pass the IPT Property Tax School or the Online Property Tax School Competency Exam.

How to Apply for the Scholarships

To apply for the Advanced Property Tax Schools scholarships, you will need to follow these steps:

  1. Submit a Letter of Recommendation: A letter from your supervisor is required. The letter should highlight your contributions to your organization, your potential for career growth, and why you are a strong candidate for the scholarship. Be sure to include contact details so your supervisor can verify the recommendation.

  2. Write a Personal Statement: Each applicant must submit a short personal statement that outlines their interest in ad valorem tax and their experience in the field. This statement should reflect your passion for property tax, your career goals, and what you hope to gain from attending your selected Advanced Property Tax School. Be clear and concise and focus on why you are committed to advancing your expertise in property taxation.

  3. Complete the Application Forms: Ensure you fill out the application form thoroughly. Make sure all sections are completed accurately and submitted before the deadline. All applications must be submitted by July 25, 2025.

Brochure

Application Form


Tips for Success

Here are a few tips for crafting a strong scholarship application:

  • Letter of Recommendation:

    • Ask your supervisor to focus on your potential for growth and commitment to property tax.

    • Highlight your professional achievements and how attending the school will benefit both your career and your employer.

  • Personal Statement:

    • Be specific about your career goals and interest in ad valorem tax.

    • Emphasize how attending your selected Advanced Property Tax School aligns with your current role and future aspirations.

    • Please share any previous experiences in property tax that have driven your desire to deepen your expertise.

Additional Information

  • Verify Corporate Membership: If you are applying for the Advanced Property Tax Schools Scholarship, you must confirm your corporate membership with IPT on the scholarship application form.

  • Questions and Support: If you have any questions or need assistance with your application, feel free to reach out to at iptinfo@ipt.org.

Take the Next Step

Regardless of which Advanced Property Tax School you’re looking to attend, these scholarships offer tools and resources to help you thrive in the competitive world of property taxation.

Related News

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.

18 Mar 2025Property Tax
Advance Your SALT Career: Apply for IPT’s Advanced Property Tax School Scholarships in 2025
The IPT Scholarship Program offers an excellent opportunity for professionals working in state and local property tax to enhance their education and advance their careers. IPT offers two scholarships each year for its Advanced Property Tax Schools –

Apply for IPT’s Annual Conference Scholarships in 2025

IPT’s Scholarship Program empowers young professionals working in state and local taxation to attend the year’s most anticipated SALT multi-discipline program.  The Conference combines tax professionals from across the country who specialize in property tax, sales & use tax, state income tax, and credits & incentives for an insightful and informative educational program.  

This scholarship opportunity is intended for those who have three years or fewer experience in state and local tax.  This is a unique opportunity for those new to the field to gain exposure in all areas of state and local taxation and grow their professional networks by interacting with the best and brightest in SALT. 

A limited number of scholarships are available for up to $2,000 each to cover eligible travel and lodging costs associated with attending the Conference.  The registration fee to attend the Annual Conference is waived for all scholarship recipients.  The deadline to submit applications is April 18, 2025. 

Who Should Apply?

These scholarships are specifically designed for professionals in any area of state and local taxation with less than three years of experience. This is a perfect opportunity for those who are new to the field and want to expand their knowledge while gaining exposure to a wide range of SALT topics.

While the scholarship is open to professionals working in any area of SALT, it’s particularly suited for those who want to gain a deeper understanding of sales tax, income tax, property tax, and credits & incentives.  Conference attendees also gain exposure to more advanced topics across the state and local tax disciplines.  

Whether you’re working in an in-house tax department, a law firm, or a consulting firm, this scholarship provides a direct route to strengthening your career in SALT.

Benefits of Attending the Annual Conference

The IPT Annual Conference is a valuable educational event offering multiple benefits to attendees. 

Here’s what you can expect:

Current Events and Industry Best Practices: 

From the intricacies of sales & use tax and state income tax to property tax and credits & incentives, you’ll gain insight into both foundational concepts and emerging trends in each area. 

Conference sessions will explore complex issues in depth, ensuring that participants leave with practical, real-world strategies they can immediately apply to their work.

Exposure to Industry Leaders: 

As an attendee, you’ll have access to a diverse lineup of expert speakers at the forefront of state and local taxation. You’ll learn from seasoned professionals who handle high-profile cases and stay updated on the latest developments. The Conference also features dynamic keynote speakers and sessions that address career development and advancement topics like tax department oversight and employee management tactics. 

Networking Opportunities: 

One of the most valuable aspects of the Annual Conference is the opportunity to network with professionals from various sectors. The Conference attracts experts from corporate tax departments, law firms, accounting organizations, and other companies, allowing you to build relationships with peers, potential collaborators, and mentors. 

Whether through formal networking sessions, small group discussions, or informal interactions, you’ll be able to connect with professionals who can offer guidance and open doors to new opportunities in state and local taxation.

Key Sessions and Hot Topics: 

The Conference is designed with learning in mind, offering a variety of sessions led by state and local tax experts.  The sessions cater to professionals at all career stages, from technical dives into specific tax issues to broader strategic discussions. 

For early-career professionals, these sessions provide learning opportunities that can help sharpen your skills and expand your understanding of complex tax concepts.

How to Apply for the Scholarships

To apply for the IPT Annual Conference Scholarship, you will need to follow these steps:

  1. Submit a Letter of Recommendation: A letter from your supervisor is required for the scholarship application. The letter should highlight your contributions to your organization, your potential for career growth, and why you are a strong candidate for the scholarship. Be sure to include contact details so your supervisor can verify the recommendation.

  2. Write a Personal Statement: Each applicant must submit a short personal statement that outlines their interest in state and local taxation (SALT) and their experience in the field. This statement should reflect your passion for taxes, your career goals, and what you hope to gain from attending the Annual Conference.  Be clear and concise and focus on why you are committed to advancing your expertise in state and local taxation.

  3. Complete the Application Forms: Ensure you fill out the application thoroughly.  Make sure all sections are completed accurately and submitted before the deadline. The Annual Conference Scholarship deadline is April 18, 2025.

Tips for Success

Here are a few tips for crafting a strong scholarship application:

  • Letter of Recommendation:

    • Ask your supervisor to focus on your potential for growth and commitment to state and local taxation.

    • Highlight your professional achievements and how attending these events will benefit both your career and the organization.

  • Personal Statement:
    • Be specific about your career goals and interest in SALT.

    • Emphasize how attending the Conference aligns with your current role and future aspirations.

    • Please share any previous experiences in SALT that have driven your desire to deepen your expertise.

Additional Information

  • Questions and Support: If you have any questions or need assistance with your application, feel free to reach out to IPT’s scholarship program contact at iptinfo@ipt.org.

Take the Next Step

Don’t miss out on these opportunities for growth and professional development.

Related News

17 Mar 2025IPT Member News
Join IPT at This Year’s Annual Conference: Apply for IPT’s Annual Conference Scholarships in 2025
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.

Annual Conference Ethics Speaker

 

Chuck Gallagher returns to the IPT stage with his presentation The Ethical Code: Navigating AI’s Promise and Peril. Chuck will use his unparalleled insight and dynamic presentation skills to discuss how we harness AI’s power while maintaining ethical integrity. He will dive into the complex ethical landscape of AI, exploring its potential to drive innovation—and its risks when left unchecked. This interactive session unpacks real-world case studies, regulatory concerns, and practical strategies for implementing AI responsibly.

From bias in algorithms to data privacy and accountability, this program provides professionals with the insights to navigate the intersection of ethics, technology, and decision-making. Whether you’re an executive, entrepreneur, or policymaker, you’ll leave equipped with the tools to integrate AI ethically into your business strategy.
 

Related News

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.

17 Mar 2025State Income Tax
Annual Conference Ethics Speaker
Chuck Gallagher returns to the IPT stage with his presentation The Ethical Code: Navigating AI’s Promise and Peril.