IPT Member News

IPT’s New CMIs

IPT’s Board of Governors has bestowed the CMI designation to the following members, after successfully completing the necessary education, experience, and testing requirements. Please join IPT in congratulating the following members for achieving their respective CMI designations!

CMI Property Tax
Marlene Feyerherm, CMI – Ryan, LLC
Beth Lattin, CMI – Ryan, LLC

CMI State Income Tax
Kendall Reily, CMI – CBIZ, Inc. 

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Member News

Now Accepting Applications for IPT's Board of Governors

 
The application period is now open for any eligible IPT member desiring to serve on the IPT Board of Governors. Please note all applicants must be designated by the Institute, holding either a CMI or CCIP designation, to serve on the Board.

Each year, three members are nominated to serve on the Board, and one member is nominated to serve as Second Vice President. (Typically, the incumbent First Vice President and Second Vice President are nominated to President and First Vice President, respectively). The term for new Board members is three years.

As you consider this opportunity, here is some additional information that may be helpful in your decision:
• The Board has three meetings each year - once during the Annual Conference, a November meeting, and a March meeting. These meetings are typically held on a Saturday and/or Sunday and usually require at least one night’s stay but no more than two;
• IPT allows for up to $3,750 reimbursement each year for standard airfare, up to two nights lodging per meeting, meals not provided by IPT, and other travel-related expenses for attendance at Board meetings;
• Registration fees for Board members are waived for attendance at the annual conferences, symposiums, and one IPT school per year during their term. The IPT school waiver can be shared with another employee within their company; and,
• Service on the Board of Governors provides an excellent opportunity for IPT-designated members, who have actively participated in the organization, to help shape, guide, and lead IPT into the future.

Please refer to IPT’s By-Laws for a list of eligibility requirements. Any eligible member interested in being considered for an IPT Board of Governors position, either regular Board or Officer position, must obtain the 2025 Board of Governors Application Form by emailing IPT Executive Director, Chris G. Muntifering, CMI, at cmuntifering@ipt.org. This form is not available on the IPT website, nor can a prior year form be used in lieu of the current year application form as conditions have changed.

Your completed application must be returned, preferably by email, by the end of business, March 3, 2025 for consideration by the Nominating Committee. The Committee keeps all applications and discussions confidential. Applications will be immediately destroyed following the Committee’s meeting. Your 2025 membership and designation dues, including any past unpaid dues, must be paid in full to be considered for nomination by the Committee.

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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.

21 Jan 2025IPT Member News
Board of Governors Applications
The application period is now open for any eligible IPT member desiring to serve on the IPT Board of Governors. Please note all applicants must be designated by the Institute, holding either a CMI or CCIP designation, to serve on the Board.
Member News

President's Message

 

Happy New Year, IPT members! I can’t believe we’re already in January, marking the halfway point of my term as President. The next six months promise to be an exciting time, and I’m eager to dive in and continue the work we’ve started together.

First, a reminder that applications are now being accepted for IPT Officers and the Board of Governors. To be considered, you must hold an IPT designation (CMI or CCIP) and submit your application by March 3, 2025. More details can be found below. If you’ve ever thought about contributing to IPT leadership, I strongly encourage you to apply. Serving as a Board Member and Officer has been one of the most insightful and rewarding experiences of my career, and I’m confident it would be for you as well. And feel free to reach out to me directly, or anyone else on the Board, if you want more insight on the time investment and experience and to answer any questions you may have about the process.

On a related note, the nomination period for IPT’s Annual Awards is also open. IPT thrives on the dedication and contributions of its volunteer members, and these awards provide a wonderful opportunity to recognize and celebrate those efforts. Whether you’re submitting a nomination or being nominated, your participation in highlighting deserving members is invaluable. Please see below for more information on the nomination process and the various awards. Remember, the deadline for nominations is February 21, 2025, and the winners will be honored at the Annual Conference.

Speaking of the Annual Conference, we have an incredible event planned for June 22–25 in Fort Lauderdale. I’m thrilled to announce our keynote speaker, Amelia Rose Earhart, who will share her inspiring journey of navigating expectations and overcoming challenges. You can learn more about her in this month’s Insider. The Conference will feature a dynamic agenda addressing the most pressing issues we face as tax professionals, and I’m excited to unveil the full schedule soon.

A major highlight of the Conference is always the Tuesday evening reception. This year’s theme is “Club Pro Royale,” blending the elegance of Palm Beach with the thrill of Casino Royale. It’s shaping up to be a spectacular evening. I can’t wait to experience it with all of you. We are also planning a variety of networking events to ensure a memorable and engaging experience for everyone.

Finally, I am looking forward to IPT’s first program of the year, Sales Tax School I, happening this February in Atlanta. I will be there to welcome all the attendees and look forward to meeting as many new members as possible.

As we kick off another year of professional growth and connection, I thank you for your support and engagement with IPT. Here’s to a fantastic start to 2025!

Trisha C. Fortune, CMI, CPA
IPT President

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 Jan 2025IPT Member News
IPT Presidents January 2025 Message
Happy New Year, IPT members! I can’t believe we’re already in January, marking the halfway point of my term as President.
Member News

IPT Awards Program: Recognizing Excellence in Service and Leadership

 
IPT’s Awards Program honors the exceptional contributions of our members to the Institute and the tax profession. We invite IPT members to nominate individuals who exemplify dedication, innovation, and leadership in their roles. The Awards Committee carefully evaluates all nominations and provides recommendations to the IPT Board of Governors for final approval.

The Value of Volunteer Contributions
IPT thrives on the efforts of its volunteer members. Our awards program serves as a platform to acknowledge and celebrate these invaluable contributions. Your participation in identifying deserving recipients is vital and deeply appreciated.

2025 Nominations Now Open
The nomination period for the 2025 Awards is open. Nominations must be submitted by February 21, 2025 to be considered.

Award Categories

Distinguished Service Award
This prestigious award honors members who have shown extraordinary commitment to IPT over an extended period. Recipients typically demonstrate significant contributions to designation programs, educational initiatives, and program support. Nominations should include a detailed explanation of why the nominee deserves this recognition.

Special Award
This award highlights significant contributions to specific projects or initiatives that advance IPT’s mission. Nominees may have spearheaded critical projects, developed educational materials, or made other impactful contributions to IPT and its members.

Emerging Leader Award
New members are the cornerstone of IPT’s future. This award celebrates their active involvement, leadership, and service contributions, highlighting their potential as future leaders of the Institute.

Instructor of the Year Awards
These awards recognize instructors who have made outstanding contributions to IPT’s educational programs. Separate awards honor excellence in:
• Property Tax
• Sales & Use Tax
• State Income Tax
• Credits & Incentives

Recipients are selected based on nominations from school chairs, input from instructors, and attendee evaluations.

Ready to Nominate?
Follow the link below to access the nomination forms and help us celebrate those who make a difference in the IPT community.

Instructor of the Year Awards Nomination Form  

IPT Awards Nomination Form

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 Jan 2025IPT Member News
IPT Awards Program
IPT’s Awards Program honors the exceptional contributions of our members to the Institute and the tax profession
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.