Hello IPT! It is my honor and privilege to serve as IPT’s President for the 2025 – 2026 term. I am very grateful for the leadership of Immediate Past President Trisha C. Fortune, CMI, CPA, and applaud all IPT’s accomplishments under her leadership. I look forward to working with her, First Vice President Jeff McGhehey, CMI, Second Vice President Jan Nash, CMI, and the entire Board of Governors throughout the coming year.
I must also extend a tremendous thank you to Immediate Past President Fortune and Second Vice President Nash, who served as Overall Chair of the Annual Conference Committee, as well as the entire Annual Conference Committee, for producing an educational and exciting 49th Annual Conference in Fort Lauderdale. The sessions were informative and entertaining, the networking opportunities and activities were outstanding, and the location was magnificent. Congratulations to all who gave their time and talent to this wonderful event. A special thank you to all who attended; your participation made this program a success.
In addition to continuing the stellar work established by prior leadership, I have two primary objectives for my term as President, both of which focus on furthering IPT’s sustainability in the years to come. My goal is to develop and implement a program that would make IPT’s educational offerings accessible to tax professionals overseas. Extending IPT’s educational reach would expand our prominence as the premier provider of state and local tax education to a new and entirely diverse audience. Further, it will assist U.S. companies that rely on foreign resources for tax administration by educating these individuals. I am excited to provide more details on this strategy as the year progresses, and I look forward to working with many of you to achieve this goal.
I also envision implementing new resources for CMI and CCIP candidates. As IPT enters its 50th year, it is vital that we maintain and strengthen the professional designation program to ensure lasting success and future growth. As you are aware, these designations carry the weight of knowledge, expertise, and ethical responsibility, and we must ensure that resources are available to candidates as they pursue this esteemed credential. You can expect more details to come as we develop and implement this program.
This is an exciting time for IPT as we draw closer to celebrating 50 years of excellence in state and local tax education. It will be a year of celebration and growth. I anticipate a year of hard work, but tremendous accomplishment, and I am proud to be in it with you.
Donald L. Lippert, Jr., CMI
IPT President