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.

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Don Lippert, CMI 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
Donald L. Lippert, Jr., CMI
Donald L. Lippert, Jr., CMI
President
Jeff McGhehey, CMI
Jeff McGhehey, CMI
First Vice President
Jan A. Nash, CMI
Jan A. Nash, 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
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.

IPT Member News

IPT’s New CMIs

Congratulations to New CMIs

IPT’s Board of Governors has awarded the CMI–Property Tax designation to the following members for meeting all education, experience, and examination requirements:

• Jonathan Adam Arroyos, CMI – Ryan, LLC
• Camil Asmar, CMI – Ryan, LLC
• Monica Boyles, CMI – KPMG LLP
• Melanie Brennan, CMI – KPMG LLP
• Donavan Catron, CMI – Crowe LLP
• Richard Chandler, CMI – The Walt Disney Company
• Derrick J. Dyslin, CMI – KPMG LLP
• Alaa Elemam, CMI – Amazon.com
• Taylor H. (Haug), CMI – The Irvine Company
• Patrick Lantrip, CMI – ClearEdge Tax Group
• Caleb Smoot, CMI – KPMG LLP


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 Dec 2025IPT Member News
New CMIs
Congratulations to IPT’s Newest Property Tax CMIs
Member News

President's Message

 

Dear IPT Members,

As 2025 comes to a close and we move into the holiday season, I find myself reflecting on the incredible energy, commitment, and community that define IPT. This time of year naturally invites celebration and gratitude, and I want to take a moment to thank every IPT member, volunteer, committee, and employee for making this another remarkable year for our Institute.

The past few months have been especially full—from the Sales Tax Symposium and VAT Symposium to our Real Property Tax School, Personal Property Tax School, Property Tax Symposium, Credits & Incentives Symposium, and the Texas Two-Day Seminar. Each program was a clear testament to the dedication of our committees and the strength of our volunteer-driven model. Your willingness to share your expertise, to mentor rising professionals, and to help deliver meaningful, high-quality education is what continues to set IPT apart. We truly could not do this work without you.

In addition to the upcoming holiday festivities, we also have much to celebrate within IPT itself.  Next year marks IPT’s 50th year—a milestone that represents five decades of education, professional growth, collaboration, and community. This anniversary is not just a marker of how far IPT has come, but a reflection of the generations of members and volunteers who have shaped this organization into the leading resource for state and local tax professionals.

Looking ahead, we have an extraordinary year planned—beginning with the Sales Tax School I, ABA-IPT Advanced Seminars and the Sales Tax School II. That leads us to June and the well-hyped 2026 Annual Conference in Honolulu, which will be IPT’s most comprehensive educational program to date. With expanded breakout offerings, enhanced ethics sessions, cross-disciplinary content, and 20+ hours of continuing education, this historic conference will set a new standard for the depth and breadth of IPT learning. It will also serve as a celebration of the people, ideas, and leadership that have defined IPT’s first 50 years.

As a reminder, early registration for the Annual Conference closes on January 30, 2026, and I encourage you to take advantage of the reduced rates and register now. This unforgettable event, bringing together IPT’s spirit of learning, community, and celebration will undoubtably be remembered for years to come.

Thank you again for your ongoing support, your dedication to the profession, and your commitment to one another. I wish you the most joyful holiday season and a bright start to the new year. I look forward to all we will accomplish together in 2026 as we honor IPT’s past and shape its future.

Warm regards,
Donald L. Lippert, Jr., CMI
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.

19 Sep 2025IPT Member News
IPT Presidents December 2025 Message
As 2025 comes to a close and we move into the holiday season, I find myself reflecting on the incredible energy, commitment, and community that define IPT. This time of year naturally invites celebration and gratitude, and I want to take a moment to
IPT Member News

Meet IPTs President

Don Lippert serves as Principal and National Property Tax Leader at Grant Thornton Advisors LLC, where he oversees strategy and execution for one of the firm’s most dynamic service lines. With more than three decades of experience, Don brings an enterprise perspective to property tax compliance and advisory, delivering measurable value to clients navigating complex and evolving tax landscapes. He currently leads a high-performing, cross-border team of 70 professionals, aligning tax strategies with broader business objectives.

Prior to joining Grant Thornton, Don held a senior leadership role at General Electric, where he managed the global property tax function for its Energy, Healthcare, Water, and Industrial divisions. His initiatives generated over $105 million in tax savings, underscoring his ability to drive performance through operational innovation and fiscal discipline. Don began his property tax career with a leasing company and quickly elevated his abilities by joining a Big 4 accounting firm, building the foundation for his broad expertise in strategic tax planning and execution.

He advises Fortune 500 clients and emerging enterprises alike across industries including manufacturing, retail, multi-family, senior living, hospitality, healthcare, captive finance, transportation, technology and centrally assessed – railroad, energy, airlines and telecommunication.

Credentials and Affiliations:
• Certified Member (CMI), Institute for Professionals in Taxation
• Licensed Senior Property Tax Consultant, State of Texas
• Member, International Association of Assessing Officers (IAAO)
• Published author and speaker on tax strategy and organizational performance

Don lives in Glenview, IL (suburb of Chicago), with his wife Allie, kids Ava (Senior at SCAD), Sophie (Sophomore at Arizona) and Max (Senior in HS). Outside of work, he enjoys attending sporting events, concerts, travel, and spending time with the family at Disney.

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.

30 Jun 2025IPT Member News
Meet IPTs President
Don Lippert serves as Principal and National Property Tax Leader at Grant Thornton Advisors LLC, where he oversees strategy and execution for one of the firm’s most dynamic service lines

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.

IPT 2024 Credits and Incentives Symposium Highlights

A big congratulations to the planning committee for orchestrating a fantastic Credits & Incentives Symposium last month in Tucson! Your hard work and dedication ensured an exceptional program that offered valuable insights to our attendees.

Thank you to our presenters for delivering thought-provoking sessions that tackled key topics like legislative updates, emerging technologies, and compliance challenges. Your expertise enriched the experience for all.

A special thank-you goes to the representatives from State Economic Development Agencies who joined us. Your participation added unique perspectives and enhanced the collaborative spirit of the event.

Finally, thank you to all attendees for bringing such great energy to the Symposium. Your engagement and enthusiasm were palpable throughout the sessions, roundtable discussions, and networking events.

We look forward to seeing you again next year!

Economic Developments Officials here with Symposium Co-Vice Chair Ben Weisfuse. (L to R)Art Fish, Stacie LoVan, and Amber Rogers. 

(L to R) Kristen Switzer, Garrett Fischer, Esq., LLM, and Michael J. Semes, Esq. tell attendees how to make the most of your request for a State PLR.

Attendees had the chance to interact with representatives of State Economic Development Agencies at the Tuesday evening reception.

There is always time to do a little networking between sessions.

Matthew Hinshaw, Esq. and Brandon Budde discuss incentive clawbacks in the Tuesday morning session.

IPT President Trisha C. Fortune, CMI, CPA, Keynote Speaker Chuck Gallagher, Symposium Chair Melissa Wiseman, and IPT Executive Director Chris G. Muntifering, CMI at the Opening Session.

Save the Dates for IPT’s 2025 Credits & Incentive Programs

Credits & Incentives School
July 28 – August 1, 2025
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

Credits & Incentives Symposium
November 16 - 19, 2025
Loews Arlington Hotel

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.

21 Nov 2024Credits & Incentives
IPTs 2024 Credits and Incentives Symposium Highlights
2024 C&I Symposium Highlights.