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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Jeff McGhehey, 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
Jeff McGhehey, CMI
Jeff McGhehey, CMI
President
Jan A. Nash, CMI
Jan A. Nash, CMI
First Vice President
Joshua E. Estes, CMI, Esq.
Joshua E. Estes, CMI, Esq.
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 Announces 2026-2027 Officers and Board Members

IPT Board of Governors


The Institute for Professionals in Taxation (IPT) announced the election of its 2026-2027 officers and Board of Governors during the Institute’s Annual Meeting of Members, held June 23, 2026, in Honolulu, Hawaii.

IPT’s 2026-2027 officers are:
President: Jeffrey S. McGhehey, CMI, The Home Depot 
First Vice President: Jan A. Nash, CMI, Tyson Foods, Inc. 
Second Vice President: Joshua E. Estes, CMI, Esq., Estes & Banks, PC

The following members were elected to serve three-year terms on the IPT Board of Governors:
Sandra J. Jacobs, CMI, KPMG LLP 
J. Kieran Jennings, CMI, Esq., CRE, Siegel Jennings Co., L.P.A. 
Joshua Sigmon, CMI, MBA, Compass Group USA 

“We are pleased to welcome IPT’s newly elected officers and Board members,” said Chris G. Muntifering, CMI, IPT Executive Director. “As IPT enters its next chapter, their leadership and experience will help guide the Institute’s continued growth, expand opportunities for member engagement, and strengthen the educational programs and professional community that have defined IPT for the past five decades.”

The 2026-2027 leadership transition follows IPT’s golden anniversary and 50th Annual Conference. Additional members of the 2026-2027 IPT Board of Governors include Montgomery E. Brantley, CMI; Rodney L. Cole, CMI; Kristina Friedman, CMI; Martin Guenther, CMI, MAI; Minah C. Hall, CCIP, Esq.; and Melissa J-L Myers, CMI. 

About IPT: The Institute for Professionals in Taxation, founded in 1976, is a 501(c)(3) nonprofit professional association serving over 7,000 members representing approximately 1,200 corporations, firms, and taxpayers throughout the United States and Canada. IPT is dedicated to the uniform and equitable administration of state and local property taxes, sales and use taxes, state income taxes, and credits and incentives. Learn more at ipt.org

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.

10 Jul 2026IPT Member News
IPT Board of Governors
The Institute for Professionals in Taxation (IPT) announced the election of its 2026-2027 officers and Board of Governors during the Institute’s Annual Meeting of Members, held June 23, 2026, in Honolulu, Hawaii.
IPT Member News

2026 IPT Sales Tax Symposium

2026 IPT Sales Tax Symposium

JW Marriott Orlando, Grande Lakes
Orlando, Florida
September 27 – September 30, 2026

Sales Tax Simplified: The Leading Annual Event for Sales & Use Tax Professionals

Join sales tax professionals from across the country for the 2026 IPT Sales Tax Symposium, the premier annual event for advanced sales and use tax education. 

Whether you are newer to sales and use tax or have years of experience, the 2026 Sales Tax Symposium offers the education and professional perspective needed to stay current in the field.

Register Now:
Early registration is available through August 10, 2026.

IPT Member Rate:
$995 before August 10, 2026
$1,095 after August 10, 2026

Non-Member Rate:
$1,495 before August 10, 2026
$1,595 after August 10, 2026

Why Attend
The 2026 symposium is designed to help attendees strengthen their understanding of today’s most important sales and use tax issues. Over the course of four days, sessions will cover recent developments, legal updates, hot topics, and practical considerations affecting tax departments, advisors, and practitioners nationwide. 

The Sales Tax Symposium is created and led by experienced sales and use tax professionals from across the industry, giving attendees instruction grounded in the day-to-day work of the profession.
Who Should Attend

The 2026 IPT Sales Tax Symposium is designed for SALT professionals at every stage of their career, including corporate tax professionals, consultants, advisors, attorneys, and others working in sales and use tax.

This program is open to IPT members and non-members seeking advanced education, practical insight, and access to a national network of tax professionals.

Networking Opportunities
Attendees will have opportunities to connect, exchange ideas, and build relationships with peers from across the country who work through many of the same sales and use tax questions and challenges.

Learn More

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.

09 Jul 2026IPT Member News
2026 IPT Sales Tax Symposium
Join sales tax professionals from across the country for the 2026 IPT Sales Tax Symposium, the premier annual event for advanced sales and use tax education.
IPT Member News

IPT’s New CMIs

Congratulations to New CMIs

IPT’s Board of Governors has bestowed the CMI designation to the following members, after they successfully completed the necessary education, experience, and testing requirements.

IPT’s Board of Governors has bestowed the CMI designation to the following members, after they successfully completed the necessary education, experience, and testing requirements. 

Please join IPT in congratulating the following members for achieving the CMI designation!

CMI - Sales Tax
• Emily Bauer, CMI – KPMG LLP 
• Sarah Chi, CMI – PwC
• Kristen Hale, CMI – Hilton Worldwide 
• Christine Jao, CMI – DoorDash

CMI - Property Tax
• Molly Phelan, CRE, CMI – Siegel Jennings - Property Tax Law


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.

09 Jul 2026IPT Member News
New CMIs
IPT’s Board of Governors has bestowed the CMI designation to the following members.
IPT Member News

2026 VAT Symposium

2026 VAT Symposium

September 30 - October 1 2026
JW Marriott Orlando
Orlando, Florida

Value Added Tax in Focus: A Dedicated Program for VAT, GST, and Global Indirect Tax Professionals

Join VAT, GST, and global indirect tax professionals for the 2026 IPT VAT Symposium, one of the few programs in the nation dedicated entirely to Value Added Taxation and its worldwide impact.

Whether you work within a multinational business, advise global clients, support indirect tax technology, or manage cross-border compliance, the 2026 VAT Symposium offers focused education and professional perspective to help you stay current in a rapidly evolving global tax environment.

Register Now:
Early registration is available through August 19, 2026.

IPT Member Rate:
$495 before August 19, 2026
$595 after August 19, 2026

Eligible Non-Member Rate:
$995 before August 19, 2026
$1,095 after August 19, 2026

Why Attend
As one of the few focused VAT programs in the country, the 2026 VAT Symposium helps attendees strengthen their understanding of today’s most important VAT, GST, and global indirect tax issues by providing an educational setting built specifically around the day-to-day realities of the industry. The program offers practical insight grounded in compliance, reporting, technology, and international commerce.

Who Should Attend
The 2026 IPT VAT Symposium is designed for professionals who represent, advise, or work within multinational businesses on VAT, GST, global sales tax, and related indirect tax matters. 

Learn More

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.

09 Jul 2026IPT Member News
2026 VAT Symposium
Value Added Tax in Focus: A Dedicated Program for VAT, GST, and Global Indirect Tax Professionals
IPT Member News

Meet IPTs President

Jeff McGhehey, CMI, serves as Senior Manager, Indirect Tax at The Home Depot, where he brings extensive experience in sales tax, indirect tax operations, compliance, audit, tax systems, research, and tax-exempt customer processes. During his more than 15 years with The Home Depot, Jeff has held multiple roles across the indirect tax team, including Director, Indirect Tax, with responsibilities spanning North American sales/use/VAT systems, compliance and audit, property tax, business license, unclaimed property, sales tax systems, research, and tax-exempt customer processes. 

Before joining The Home Depot, Jeff served as Senior Manager, State & Local Tax at Office Depot, where his work included sales tax audit and compliance, tax research, large tax-exempt customer database management, FAS 5 non-income tax reserves, and state income tax compliance. He also supported project management efforts related to in-sourcing and outsourcing tax processes, including Oracle/Taxware implementation. 

Earlier in his career, Jeff was a Manager in State & Local Tax at Grant Thornton LLP, advising on sales/use tax consulting, tax credits and incentives, and state income tax compliance. He began his tax career with the Kansas Department of Revenue as a sales/use tax auditor, developing strengths in the manufacturing and construction industries. Jeff earned his B.S. in Finance and Accounting from Kansas State University. 

A dedicated IPT member since 2004, Jeff earned his Certified Member of the Institute designation in 2013. He was elected to IPT’s Board of Governors and now serves as IPT President, bringing to the role a well-rounded perspective shaped by experience in government, public accounting, and corporate tax leadership.

Jeff resides in Delray Beach, Florida. Outside of work, he enjoys traveling, spending time with friends, and cheering for the Kansas City Chiefs.

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.

09 Jul 2026IPT Member News
Meet IPTs President
Jeff McGhehey, CMI, serves as Senior Manager, Indirect Tax at The Home Depot, where he brings extensive experience in sales tax, indirect tax operations, compliance, audit, tax systems, research, and tax-exempt customer processes.