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. 

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.

Member News

President's Message

IPT has had such an exciting fall. We wrapped up the Credits & Incentives Symposium in October; it was a fantastic event. Many attendees took full advantage of the beautiful Tucson location, with some playing golf and others joining a guided hike in the stunning Arizona landscape. The Symposium kicked off with an optional Credits & Incentives Bootcamp, a refresher course on C&I principles, setting a solid foundation for the discussions that followed.

One of the highlights was Chuck Gallagher's riveting presentation on AI, which sparked meaningful conversations about its impact on our field. We also welcomed representatives from four State Economic Development Agencies who provided valuable updates on tax credits and business incentives available in their states, giving attendees insights directly from key stakeholders.

On Monday evening, we shared a special moment with a Tequila toast, following the traditional salute: "Arriba, Abajo, al Centro, al Dentro, Salud!" (Up, down, out, in—cheers!). It was a memorable evening celebrating camaraderie and shared purpose.

A heartfelt thank you goes to our committee for their outstanding work organizing the program, led by Chair Melissa Wiseman, Co-Vice Chairs Tim Parrish and Ben Weisfuse. I also thank the attendees for bringing the energy, and the speakers and the state representatives for delivering top-notch content. You can see some highlights from the Symposium below.

Since we’ve now wrapped up this year’s Credits & Incentives programs, I want to extend a special thank you to everyone who contributed their time and expertise to our Credits & Incentives planning committees. Please see below for a list of those who served on these committees and for the dates and locations of our upcoming 2025 Credits & Incentives programs. We look forward to building on this success in the year ahead!

Thank you for being a part of IPT!

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.

A big congratulations to the planning committee for orchestrating a fantastic Credits & Incentives Symposium last month in Tucson! Your hard work and dedication ensured an exceptional program that offered valuable insights to our attendees.

Thank you to our presenters for delivering thought-provoking sessions that tackled key topics like legislative updates, emerging technologies, and compliance challenges. Your expertise enriched the experience for all.

A special thank-you goes to the representatives from State Economic Development Agencies who joined us. Your participation added unique perspectives and enhanced the collaborative spirit of the event.

Finally, thank you to all attendees for bringing such great energy to the Symposium. Your engagement and enthusiasm were palpable throughout the sessions, roundtable discussions, and networking events.

We look forward to seeing you again next year!

Economic Developments Officials here with Symposium Co-Vice Chair Ben Weisfuse. (L to R)Art Fish, Stacie LoVan, and Amber Rogers. 

(L to R) Kristen Switzer, Garrett Fischer, Esq., LLM, and Michael J. Semes, Esq. tell attendees how to make the most of your request for a State PLR.

Attendees had the chance to interact with representatives of State Economic Development Agencies at the Tuesday evening reception.

There is always time to do a little networking between sessions.

Matthew Hinshaw, Esq. and Brandon Budde discuss incentive clawbacks in the Tuesday morning session.

IPT President Trisha C. Fortune, CMI, CPA, Keynote Speaker Chuck Gallagher, Symposium Chair Melissa Wiseman, and IPT Executive Director Chris G. Muntifering, CMI at the Opening Session.

Save the Dates for IPT’s 2025 Credits & Incentive Programs

Credits & Incentives School
July 28 – August 1, 2025
Georgia Tech Hotel & Conference Center
Atlanta, Georgia

Credits & Incentives Symposium
November 16 - 19, 2025
Loews Arlington Hotel

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.