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

>

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

2027 IPT Sales Tax Schools

In 2025, the IPT Board of Governors approved the addition of a third Sales Tax School to complement the organization’s offering of courses in sales tax education. Based on consistent feedback from Sales Tax School I and Sales Tax School II registrants over the past several years, it became increasingly apparent that an additional and advanced sales & use tax education School was warranted.

Click here for more information.
 

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.

01 Apr 2026IPT Member News
IPT Sales Tax Schools for 2027
IPT Sales Tax Schools for 2027 for next year, as well as revised CMI testing requirements as approved by the Board of Governors.
Click for more info...
IPT Member News

Credits & Incentives School

IPT Credits & Incentives School

April 27 - May 1, 2026
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

The Credits & Incentives School provides an in-depth exploration of key concepts and real-world applications in credits and incentives. Designed for professionals with foundational knowledge, the program emphasizes practical learning through participation, group discussion, and case study work. Attendees will gain insight into site selection analysis, economic development incentives, compliance requirements, monetization strategies, and ethical practices while building a strong network of industry peers. 

School Sessions Include:
• Site Selection Fundamentals 
• Discretionary Fundamentals
• Statutory Incentives: State, Federal, & ESG 
• Tax Credit Monetization & Compliance
• Complex Incentives & Financing Structures
• Cost Modeling 
• Art of Negotiation

Key Benefits of Attending the Credits & Incentives School:
•      Gain practical, real-world knowledge you can apply immediately in your Credits & Incentives work
•      Strengthen your expertise at any career stage, whether you are building foundational knowledge or expanding existing skills
•      Learn through hands-on case studies that reinforce key concepts and mirror real C&I scenarios
•      Develop job-ready skills and greater confidence to navigate day-to-day C&I challenges
•      Earn up to 33 hours of continuing education credit for full attendance, including 1.2 IPT Ethics credits

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.

26 Mar 2026IPT Member News
Credits and Incentives School
Sales Tax School II April 27 - May 1, 2026 Georgia Tech Hotel & Conference Center Atlanta, Georgia
Click for more info...
IPT Member News

VAT School

VAT School

June 1-4, 2026
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

The VAT School is a four-day intensive program designed to build a strong foundation in value-added taxation. Ideal for beginner to intermediate practitioners, the School delivers a comprehensive overview of VAT fundamentals, including taxable persons and transactions, place-of-supply rules, registration and compliance requirements, rates, automation considerations, and audit concepts. Led by experienced industry and consulting professionals, the program focuses on practical application and real-world insight

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.

26 Mar 2026IPT Member News
VAT School
VAT School June 1 - 4, 2026 * Georgia Tech Hotel & Conference Center * Atlanta, Georgia
Click for more info...
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.

Please join us in congratulating the following members for achieving their CMI Sales Tax designation!
 
• Dylan Adams, CMI – Walmart, Inc.
• Alissa Arya, CMI – Baker Tilly
• Nathan Brandon, CMI – LKQ Corporation
• Mpanga Chanda, CMI – Crowe LLP
• David Dierken, CMI – Erie Insurance Group
• Philip Glenn, CMI – Software One
• William Howard, CMI – Grant Thornton Advisors LLC
• Courtney Kasperski, CMI – Ernst & Young LLP (EY)
• Melissa Malon, CMI – BDO USA, P.C. 
• Elisa McDowell, CMI – RSM US LLP
• Alma Mendoza, CMI – PwC
• Emmanuel Nya, CMI – Bunge North America 
• Melissa Nygren, CMI – Elevance Health
• Meghan O'Hehir, CMI – Allyn International Services Inc. 
• Mariza Quezada, CMI – Alvarez & Marsal Tax, LLC 
• Zachary Rachels, CMI – RaceTrac
• Jenna Schwartz, CMI – Emerson Electric Co. 
• Drew Starr, CMI – William “Drew” Starr LLC 
• Jonathon Walker, CMI – RSM US LLP
• Ashleigh Watson, CMI – DMA - DuCharme, McMillen & Associates, Inc.


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.

26 Mar 2026IPT Member News
New CMIs
Congratulations to IPT’s Newest Sales Tax CMIs
Click for more info...
IPT Member News

2026 IPT Annual Conference

IPT2026 Annual Conference

June 22-25, 2026
Hilton Hawaiian Village Waikiki Beach Resort
Honolulu, Hawaii

IPT’s 50th Annual Conference brings together state and local tax professionals for four days of education, connection, and celebration in Honolulu, Hawaii. Your conference registration provides access to educational programming, conference materials, scheduled meals, and networking receptions (not including the Private Luau; tickets are $125 per person) designed to enhance both learning and professional engagement.

Registration Includes
• Access to all conference educational sessions and materials
• Refreshment breaks throughout the program
• Breakfast and lunch throughout the program • Admission to included evening receptions (Monday & Tuesday)
• Access to the Hawaiian Vendor Market and exhibitor engagement opportunities.

Make plans now to be part of IPT's golden anniversary conference, where state and local tax professionals gather to honor the past and shape the future. Join IPT in paradise as we celebrate five decades of excellence in state and local tax education and professional connection.  While we look forward to celebrating this milestone together, the 2026 Annual Conference is focused on offering an expansive and enriching educational program.

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.

26 Mar 2026IPT Member News
2026 Annual Conference
IPT’s 50th Annual Conference brings together state and local tax professionals for four days of education, connection, and celebration in Honolulu, Hawaii.
Click for more info...