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President's Message

It was wonderful to attend both Sales Tax School II and the VAT School in Atlanta this past month. The energy at each program was incredible, and I truly enjoyed the opportunity to connect with so many of you in person. The enthusiasm, engagement, and commitment to learning were on full display—it is always a great reminder of what makes IPT such a strong community.

Thank you to Sales Tax School II Committee Chair Kathleen Holston, CMI, CPA, Vice Chair Bill McConnell, CMI, CPA, Esq., and the entire committee for putting together such a meaningful and successful school. An additional thanks to VAT School Committee Chair Carlos Hernandez, CMI, Vice Chair Ela Choina, and their committee for developing and delivering an insightful learning experience.

Next up is one of IPT’s biggest events of the year, the 49th Annual Conference in Fort Lauderdale! This year’s theme is Club PRO Royale, and I encourage you to join us. With outstanding education sessions, excellent networking opportunities, and a vibrant, welcoming atmosphere, this is a can't-miss event. And yes—there’s still time to register!

During the Conference, we’ll also hold IPT’s Annual Meeting, which will take place directly after Tuesday’s lunch. At this meeting, we will announce the results of the elections for Officers and Board of Governors members, share whether the proposed bylaw amendment has passed, and recognize this year’s Annual Award recipients.

And don’t miss our Tuesday evening reception, inspired by a glamorous mix of Casino Royale and the Palm Royale TV show. It’s your chance to dress the part—think 1960s country club chic—and enjoy an unforgettable night of fun, fashion, and connection.

I look forward to seeing many of you in Fort Lauderdale.

Let’s keep the momentum going!

Warm regards,
Trisha C. Fortune, CMI, CPA

Join Us in Fort Lauderdale at the 49th Annual Conference

Discover the Power of Professional Growth at IPT’s Annual Conference

Mark your calendar for IPT’s 49th Annual Conference, which takes place June 22–25, 2025, in beautiful Fort Lauderdale, Florida. As IPT’s flagship program, the Annual Conference brings together state and local tax professionals from across the country for an unmatched educational experience and valuable networking opportunities.

This year’s program features four specialized educational tracks—Credits & Incentives, Property Tax, Sales Tax, and State Income Tax—each offering the latest updates, emerging technologies, and fresh perspectives in their respective disciplines.  Whether you're seeking insight into legislative developments, compliance challenges, or strategic planning, there’s a track designed for your professional growth.

In addition to the focused tracks, the Conference offers dynamic general sessions, including an engaging keynote presentation, a favorite ethics speaker, and timely discussions on litigation updates, tax policy shifts, and management strategies relevant across disciplines.

Between sessions, connect with fellow tax professionals at evening receptions and networking events.  Whether you’re deepening your expertise or expanding your network, the IPT Annual Conference is the place to be.

Don’t miss this opportunity to learn, grow, and lead.  We’ll see you in Fort Lauderdale!

Register before May 16th and save $100. Register

NOTICE OF ANNUAL MEETING

INSTITUTE FOR PROFESSIONALS IN TAXATION®
2025 ANNUAL MEETING NOTICE AND NOTICE OF PROPOSED AMENDMENT TO BYLAWS
May 1, 2025

NOTICE OF ANNUAL MEETING
Pursuant to Section 2 of ARTICLE III of the Institute’s Bylaws, and by direction of the Board of Governors, notice is hereby given that the Annual Meeting of the Institute for Professionals in Taxation will be held on Tuesday, June 24, 2025 at 12:30 PM ET at the Fort Lauderdale Marriott Harbor Beach Resort in Fort Lauderdale, FL to engage in and conduct the following business:

1.   For the presentation of election results and introduction of new Officers and members of the Board of Governors.

Section 5 (a) of ARTICLE III of the bylaws provides in part that “The Nominating Committee shall report such nomination to the Board of Governors no later than seventy (70) days prior to the Annual Meeting, and the Executive Director shall include such list of nominees in the notices of the Annual Meeting. Additional nominations may be made from the floor at the Annual Meeting by any voting member in good standing, provided that such member shall have given to the Executive Director, no less than thirty (30) days prior to the Annual Meeting, a nominating petition, signed by at least ten (10) voting members in good standing, containing the names of the proposed nominees and the position for which each nominee is nominated.” The Nominating Committee has recommended the following nominees:

For President:
Donald L. Lippert, Jr., CMI
Grant Thornton Advisors LLC

For First Vice President:
Jeffrey S. McGhehey, CMI
The Home Depot

For Second Vice President:
Jan A. Nash, CMI
Tyson Foods, Inc.

For the Board of Governors (Three-Year Terms):

Montgomery E. Brantley, CMI
Martin Marietta Materials

Minah C. Hall, CCIP, Esq.
VisionFirst Advisors

Melissa J-L Myers, CMI
BDO USA, P.C.

2.   To consider and vote upon amendments to the bylaws as proposed by resolution of the Board of Governors. A copy of the resolution to amend the bylaws follows and is made part of this notice. 

Please take notice the Board of Governors of the Institute for Professionals in Taxation (the “Institute”) approved, by unanimous consent, the following amendment to the bylaws of the Institute for presentation: 

NOTICE OF PROPOSED AMENDMENT TO BYLAWS 

RESOLUTION

RESOLVED, that the following article of the bylaws be amended to read as follows (deleted language struck through):

Section 5.

Retired Members. Retired Membership, upon application duly made, shall be available to any person who has been a member of the Institute, upon verification by the Executive Director of the Institute that such person can no longer meet the general membership requirements of Article II, Section 1(a) because of retirement or termination of employment. Annual dues for Retired Members shall not exceed the dues of Corporate Membership.

Pursuant to IPT Bylaws, only Regular Members, current Board Members, and Honorary Members are eligible to vote. Voting for nominated Officers and members of the Board of Governors, as well as bylaw amendments, will occur electronically, 30 days preceding this meeting. There will be no in-person voting at the Annual Meeting. Information on the electronic voting procedures will be sent to all eligible voting members no later than May 22, 2025.  

3.   To transact such other business as may properly come before the meeting. 

Thank you.
Chris G. Muntifering, CMI 
Executive Director

Just Added - A Regional Seminar:  Texas Two Day 

Texas Two Day Seminar
Focused on Texas-Specific Sales & Property Tax Issues
November 17 – 18, 2025
Loews Arlington
Arlington, Texas

IPT is proud to announce an additional program to the 2025 roster.  The regional seminar: Texas Two Day, is a focused program designed specifically for state and local tax professionals working in the Lone Star State.  This seminar zeroes in on the unique challenges and opportunities in Texas property and sales tax, delivering content tailored for those who manage these key areas.

Registration information:
IPT Members: $595
IPT Non-Members: $1095

The seminar begins on Monday, November 17th, at noon with lunch.
The seminar concludes on Tuesday, November 18th, in the afternoon.

Customize Your Experience:
Running concurrently with IPT’s Credits & Incentives Symposium, the Texas Two Day seminar allows you to make the most of your time in Arlington.  Attendees may add Monday morning and/or Wednesday morning sessions at the Credits & Incentives Symposium for just $150 each, or $300 for both, maximizing the value of your trip.

Continuing Education Credits:
• You can qualify for up to 10 hours of CE for full attendance at the Texas Two-Day Seminar. 
• If you attend the Monday morning option at the Credits & Incentives Symposium, you can qualify for up to 3 hours of CE. 
• By attending the Wednesday morning option at the Credits & Incentives Symposium, you qualify for up to 3.6 hours of CE. 
• Attendance at all three options will earn up to 16 hours of CE. 
Register

Expand Your Expertise in Property Tax

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

Designed for professionals with prior property tax experience, this advanced program delivers in-depth instruction on real property valuation, assessment practices, appeals, and more. Gain practical tools and insights to elevate your expertise in real property tax.

Register

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

Tailored for tax professionals with a foundational understanding of ad valorem taxation, this advanced curriculum offers comprehensive coverage of personal property valuation, compliance, reporting, and audit strategies.

Register

Take your career to the next level by attending one—or both—of these specialized programs built for experienced property tax professionals.

Join Us for IPT’s Next Sales Tax Webinar!

Food & Beverage Sales & Use Taxation Basics – A niche within a niche!
May 22, 2025 1:00 PM (50 minutes – 1 CPE Hour)

Food and beverage taxation varies greatly from state to state, and even at the local jurisdiction level. We will explore the different sales channels; what constitutes food, prepared vs. unprepared food, and other considerations you will need to know to understand the broad concepts in this specialty. Please join us as we dive into all things food and beverage!

Learning Objectives
At the end of this session, the registrant will be able to:
• Identify the types of food and beverage registrations, returns, rates, and exemptions
• Recognize different types of food and beverage sales & how tax generally applies
• Review Tax imposition and interpretation examples

Speaker:
Josh Sigmon, CMI, MBA
Sr. Director, Sales Tax
Compass Group USA
Charlotte, NC

Member registration cost is $75. The non member cost is $125.

Register

Join us in Atlanta from July 28 – August 1, 2025, for IPT’s Credits & Incentives School

The Credits & Incentives School is the only program of its kind designed to provide a comprehensive foundation in C&I concepts. Whether you're dedicated to Credits & Incentives or looking to expand your tax expertise, this school equips you with the knowledge and practical skills to deliver greater value to your organization and stakeholders.  

The school emphasizes the practical application of the C&I principles and theories presented through both general sessions and hands-on practical exercises. Attendees will assemble in small groups and participate in a case study presentation where they can expect to learn how to:
 
• Determine the factors and data needed to conduct the site selection process
• Identify how to obtain discretionary and statutory incentives and tools to finance economic development projects
• Discern strategies to develop a cross-state model
• Recognize monetization techniques for tax credits
• Distinguish compliance issues associated with C&I transactions

Approximately 33 hours of continuing education credits are available for full attendance, of which 1.2 are for IPT Ethics. 

Don’t miss this chance to enhance your expertise and expand your professional network.  

Mark your calendar now!   

2025 Credits and Incentives School Brochure/Agenda  

Register

Room Reservations

Save the Date for IPT’s State Income Tax School

Are you seeking to elevate your knowledge and proficiency in state income tax?

Look no further than IPT's renowned State Income Tax School, recognized as the pinnacle of education for today's tax professionals. During the school, registrants will participate in an in-depth analysis of complex issues state income tax professionals regularly encounter. Through the duration of the program, the school's faculty provides attendees with practical skills and strategies to manage these issues. This school is geared toward all individuals desiring to learn more about state income tax regardless of their experience level.

Don't miss out on this transformative experience. Secure your spot today and embark on a journey towards unparalleled success in state income tax.

Register

Partnering for Education of the SALT Community: Support IPT Through Sponsorship

IPT’s mission is to deliver top-tier state and local tax education through a comprehensive lineup of schools, symposiums, webinars, and annual conferences. This standard of excellence is made possible, in part, by the generous support of our valued sponsors.

We’re excited to launch IPT’s first-ever Partnership Program, which is a new opportunity for companies and firms to showcase their commitment to education and professional development within the SALT community.

The program features three levels of partnership designed to align with your organization’s goals:
• Foundational Partner supports all of IPT’s educational programs across every discipline.
• Strategic Partner supports all educational programs within one discipline (Property Tax, Sales Tax, Value Added Tax, State Income Tax, or Credits & Incentives).
• Excellence in Education Partner supports IPT’s discipline-specific schools, helping develop the next generation of SALT professionals.

Each partnership level offers valuable benefits to maximize your visibility and impact.   By becoming an IPT Partner, your organization will be recognized as a leader in the SALT community while helping to ensure the continued excellence of IPT’s educational offerings.

Ready to Partner with IPT?
View the full brochure and discover how your organization can get involved through IPT’s new Partnership and Event Sponsorship Program.  

Partnership and Event Sponsorship Program

Upcoming IPT Programs in 2025

Stay ahead with IPT’s remaining 2025 programs! These premier educational programs provide in-depth education, valuable networking, and the latest updates in state and local taxation.

Each program offers expert-led sessions, interactive discussions, and ample opportunities to connect with fellow professionals. Don’t miss the chance to enhance your knowledge and expand your professional network with IPT!

2025 Programs

2025 Advanced Property Tax School Scholarship Program

Are you looking to take the next step in your property tax career?  Don’t miss out on scholarship opportunities for IPT’s Advanced Property Tax Schools, taking place this October in Atlanta.  Whether you're interested in the Real Property Tax School or the Personal Property Tax School, these programs offer in-depth education designed to elevate your expertise and enhance your professional growth.

Scholarships can help cover the costs associated with attending the schools, making it easier for qualified professionals to access these valuable learning experiences.   Registration fees are waived for scholarship recipients.  The deadline to apply is July 25, 2025, so don’t wait!  Learn more about eligibility requirements and how to apply.


Learn more about eligibility requirements and how to apply

CMI/CCIP Exam Schedule & Deadlines

2025 CMI State Income Tax Exams
*The CMI State Income Tax exams are administered by appointment only, and held at the IPT office in Atlanta, Georgia.  
*After completion of the application process, candidates must notify IPT of their intention to sit with at least 90 days’ notice.  The exam date will then be scheduled through coordination with the CMI - State Income Tax Professional Designation Committee. 

*Please contact Jake Lipps, IPT’s Certification Manager, for more information. 

Applications must be received via email on or before the deadline for receipt of applications. Applications received after this deadline will NOT be reviewed in time for consideration of the subsequent exams. 

June 2025 CMI Sales & Property Tax Exams 
Fort Lauderdale, Florida
Exam Dates: June 21-22, 2025

* The deadline for receipt of applications for the June Written Exam 2025 has past.
* All Examinees will be required to complete and submit verification of any needed final requirements has passed. 
* Candidates must register for the examination has past.

July 2025 CCIP Exam 
Atlanta, Georgia
Exam Dates: July 28-29, 2025

* The deadline for receipt of applications for the July 2025 CCIP exam has passed. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than June 9, 2025. 
* Candidates must register for the examination no later than June 26, 2025.

September 2025 CMI Sales Tax Exams 
Indian Wells, California
Exam Dates: September 27-28, 2025

* The deadline for receipt of applications for the September 2025 CMI Sales Tax exams is June 30, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than August 13, 2025. 
* Candidates must register for the examination no later than August 27, 2025.

November 2025 CMI Property Tax Exams 
Indian Wells, California
Exam Dates: November 1 - 2, 2025

* The deadline for receipt of applications for the November 2025 CMI Property Tax exams is August 4, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than September 15, 2025. 
* Candidates must register for the examination no later than October 1, 2025.

November 2025 CCIP Exam 
Dallas, Texas
Exam Dates: November 15 - 16, 2025

* The deadline for receipt of applications for the November 2025 CCIP exam is August 13, 2025. 
* All Examinees will be required to complete and submit verification of any needed final requirements no later than October 1, 2025. 
* Candidates must register for the examination no later than October 15, 2025.

The 2025 Property Tax School is Coming in September!

IPT's Property Tax School is purposefully designed to provide attendees with the essential information needed to build and advance their careers in property tax. It offers an introductory but comprehensive study of the theory and practice of property tax management for business, including a demonstration of valuation techniques and how these apply to a tax professional's daily responsibilities.

This school is intended for those who want to learn more about property tax fundamentals or may have limited experience in the field and minimal exposure to appraisal theory.

The curriculum is delivered by corporate, consultant, and legal professionals who understand the complexities of property taxation. The faculty introduces these core concepts and breaks down the material in a clear and relatable way. The school also includes a series of workshops that allow attendees to participate in peer-to-peer discussions about the content presented during the general sessions.

There are no prerequisites for this course, and successful completion of a series of quizzes throughout the school is required. This school is a prerequisite for the Real and Personal Property Tax Schools and is eligible to be challenged by passing the Competency Exam,

Online Property Tax School Competency Exam .

Register

Upcoming Local Luncheons 

IPT Chicago Area Local Luncheon Group * August 13, 2025 * 1100am Lunch with a Noon Shotgun Start 

Contact: Melissa Metzelfeld