Benefits of the CMI Designation

In today's highly competitive and dynamic markets, the value of specialization and credibility cannot be overstated. One designation that stands out among state and local tax professionals is the Certified Member of the Institute (CMI) designation. Offered by the Institute for Professionals in Taxation® (IPT), the CMI designation has gained recognition for its rigorous standards, commitment to education, and the professional edge it provides to those who earn it. The CMI designation is available in three distinct state and local disciplines: property tax, sales & use tax, and state income tax.

1. Enhanced Professional Credibility

One of the most significant advantages of the CMI designation is the heightened professional credibility it bestows on the recipient. The CMI is not just another credential to add to a resume but an indication of expertise and commitment to state and local taxation. The Institute for Professionals in Taxation (IPT) has strict certification requirements, ensuring that those with the CMI designation have met high standards of education and experience.

For tax professionals, enhanced credibility can set them apart from their peers. Clients and employers recognize the CMI as a hallmark of a practitioner dedicated to staying current on tax issues, knowledgeable about state and local taxation, and committed to professional ethics. This credibility is invaluable when dealing with complex tax disputes, managing client portfolios, or negotiating with tax authorities.

2. Increased Earning Potential

Another key benefit of the CMI designation is the potential for increased earnings. Clients and employers are more likely to pay a premium for professionals with advanced certifications. Earning the CMI designation could significantly impact salary negotiations, consulting fees, and opportunities for advancement.

A CMI designee is often viewed as an expert in their field, which can translate to higher-paying roles and more lucrative projects. Employers value the depth of knowledge and the rigorous training that comes with the CMI, knowing that these professionals can effectively handle intricate tax issues. Many CMIs find themselves in leadership roles such as principals, officers, directors of tax, or senior consultants at major firms, all of which come with substantial financial rewards.

3. Expanded Professional Network

One of the often-overlooked benefits of the CMI designation is its access to an extensive network of professionals. When you earn your CMI, you become part of an elite group of tax professionals who share a common commitment to excellence. The Institute for Professionals in Taxation (IPT) offers various schools, conferences, symposiums, and networking events that bring together professionals with similar expertise and interests.

This professional network can be an invaluable resource for CMIs. It fosters opportunities to collaborate on projects, share best practices, and even explore career opportunities. Many CMIs find that this network leads to lifelong professional relationships and mentorships, supporting them throughout their careers. Whether seeking advice on a complex tax issue or looking for new career opportunities, having access to a robust network of peers can significantly enhance your professional trajectory.

4. Access to Continuing Education

Earning the CMI designation is not a one-time accomplishment; it represents a commitment to ongoing education. The Institute for Professionals in Taxation (IPT) requires that CMIs complete continuing education requirements to maintain their certification. This emphasis on lifelong learning ensures that CMI designees stay up-to-date on the latest trends, laws, and regulations in state and local taxation.

Continuing education allows CMI holders to deepen their knowledge and expand their skillset, making them more adaptable to the changing landscape of state and local taxation. IPT provides a variety of schools, conferences, symposiums, and seminars designed to help professionals stay current. For many CMI holders, this access to high-quality, industry-specific education helps them to remain competitive in their field and further solidifies their reputation as experts.

5. Competitive Edge in the Job Market

With the CMI designation, professionals often find themselves with a distinct competitive edge in the job market. The designation signals to potential employers that a candidate is not only knowledgeable in the complexities of state and local taxation but also demonstrates a commitment to professional growth and ethical standards.

In a crowded job market, where many candidates may have similar levels of experience and education, the CMI designation can be the differentiator that sets a candidate apart. Employers often recognize the rigor and prestige associated with the CMI, which may lead to more job interviews, higher starting salaries, and a quicker pathway to promotions. The CMI designation could also provide more job security, as companies place a high value on the knowledge and expertise of certified professionals during challenging economic times.

6. Expertise in SALT

This expertise is essential in a field that is often complex and fraught with challenges. State and local tax laws and regulations vary widely across jurisdictions, and staying informed on the latest developments is crucial for success. CMIs are trained to navigate these challenges effectively, often providing their employers and clients with significant savings through skillful tax planning and appeals.

7. Professional Recognition and Respect

Holding a CMI designation is a source of pride for many tax professionals, and with good reason. It represents the culmination of years of hard work, dedication, and mastery of a specialized field. The professional recognition that comes with the CMI designation often translates into respect from colleagues, employers, and clients alike.

This respect may lead to more influence within your organization or industry. Many CMIs find themselves being called upon for their expertise in high-profile cases or important strategic decisions. This level of professional recognition can also open doors to speaking engagements, publication opportunities, and leadership roles within industry associations, especially at IPT.

8. Commitment to Ethical Standards

The CMI designation is not just a measure of technical knowledge; it also reflects a commitment to ethical practices. The Institute for Professionals in Taxation strongly emphasizes ethics, requiring that all CMIs adhere to a strict code of conduct. This focus on ethics is particularly important in the field of state and local taxation, where decisions can have significant financial implications for businesses and governments.

By adhering to these ethical standards, CMIs help to elevate the reputation of the profession as a whole. Clients and employers can trust that CMIs will handle their tax issues with integrity, fairness, and professionalism. In an industry where trust is paramount, the ethical foundation of the CMI designation is one of its most valuable attributes.

Final Words

The CMI designation offered by the Institute for Professionals in Taxation is a powerful tool for those in the state and local tax profession and who specialize in the fields of property tax, sales & use tax, and state income tax. From enhanced credibility and earning potential to expanded networks and continuing education, the benefits of becoming a Certified Member of the Institute are numerous and far-reaching. Earning the CMI designation not only elevates your career but also reflects a commitment to ethical practices, ongoing learning, and professional excellence. For anyone serious about advancing in state and local taxation, the CMI is a valuable credential that can provide a significant competitive advantage.

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Member News

President's Message

 

Dear IPT Members,

I hope February has been a great month for you. This milestone year continues to move quickly, and it has been encouraging to see such strong engagement and momentum across our 2026 program planning.

This week, we are wrapping up another successful Sales Tax School I. I want to thank the participants, faculty, and members who invested their time and energy to make this School a success. Looking ahead, the early registration deadline for Sales Tax School II (April 20–24) is rapidly approaching and continues through March 6. If you are planning to attend, I encourage you to register soon to take advantage of the discounted rate. The ABA-IPT Advanced Tax Seminars are also just around the corner, taking place March 16–20 in New Orleans. This has always been an attendee favorite, so keep in mind that advance registration pricing ends on March 12. 

Thank you to everyone who submitted speaking proposals for this year’s Sales Tax Symposium. The Symposium is already shaping up to be another outstanding educational experience, and the selected speakers will be notified soon. The Credits & Incentives Symposium is still accepting speaking proposals until March 6. I encourage you to apply and share your expertise with the IPT community. Our programming is made for members by members, and your participation helps keep these programs relevant and impactful.

For those who have already registered for IPT’s 50th Annual Conference in Honolulu, please take advantage of the available events.  These outings have been researched and vetted to ensure you have an amazing experience in Hawaii. Please remember that March 9 is the deadline to register for the optional Kualoa Ranch excursion. If you would like to sign up for the activity, please use this form or email Toby Miller at tmiller@ipt.org to purchase tickets. If you have not yet registered for the Annual Conference, now is a great time to do so. There is much in store (both educationally and activity-wise) for this milestone conference, and the full conference brochure will be released with even more details in the coming weeks.

I would also like to congratulate the newest CMIs from January’s exams. IPT is proud to welcome 11 new designees—ten in property tax and one in state income tax. This is no small feat! You can find their names listed further down in this newsletter.

As always, thank you for your continued support of IPT and for the expertise you bring to our community each and every day. I look forward to connecting with you at upcoming programs as we continue to celebrate this special anniversary year together.
 
Warm regards,
Donald L. Lippert, Jr., CMI
IPT President

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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.

02 Feb 2026IPT Member News
IPT Presidents February 2026 Message
I hope February has been a great month for you. This milestone year continues to move quickly, and it has been encouraging to see such strong engagement and momentum across our 2026 program planning.
IPT Member News

IPT’s New CMIs

Congratulations to New CMIs

IPT’s Board of Governors has awarded the CMI–Property Tax designation to the following members for meeting all education, experience, and examination requirements:

• Jonathan Adam Arroyos, CMI – Ryan, LLC
• Camil Asmar, CMI – Ryan, LLC
• Monica Boyles, CMI – KPMG LLP
• Melanie Brennan, CMI – KPMG LLP
• Donavan Catron, CMI – Crowe LLP
• Richard Chandler, CMI – The Walt Disney Company
• Derrick J. Dyslin, CMI – KPMG LLP
• Alaa Elemam, CMI – Amazon.com
• Taylor H. (Haug), CMI – The Irvine Company
• Patrick Lantrip, CMI – ClearEdge Tax Group
• Caleb Smoot, CMI – KPMG LLP


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.

16 Dec 2025IPT Member News
New CMIs
Congratulations to IPT’s Newest Property Tax CMIs
IPT Member News

Meet IPTs President

Don Lippert serves as Principal and National Property Tax Leader at Grant Thornton Advisors LLC, where he oversees strategy and execution for one of the firm’s most dynamic service lines. With more than three decades of experience, Don brings an enterprise perspective to property tax compliance and advisory, delivering measurable value to clients navigating complex and evolving tax landscapes. He currently leads a high-performing, cross-border team of 70 professionals, aligning tax strategies with broader business objectives.

Prior to joining Grant Thornton, Don held a senior leadership role at General Electric, where he managed the global property tax function for its Energy, Healthcare, Water, and Industrial divisions. His initiatives generated over $105 million in tax savings, underscoring his ability to drive performance through operational innovation and fiscal discipline. Don began his property tax career with a leasing company and quickly elevated his abilities by joining a Big 4 accounting firm, building the foundation for his broad expertise in strategic tax planning and execution.

He advises Fortune 500 clients and emerging enterprises alike across industries including manufacturing, retail, multi-family, senior living, hospitality, healthcare, captive finance, transportation, technology and centrally assessed – railroad, energy, airlines and telecommunication.

Credentials and Affiliations:
• Certified Member (CMI), Institute for Professionals in Taxation
• Licensed Senior Property Tax Consultant, State of Texas
• Member, International Association of Assessing Officers (IAAO)
• Published author and speaker on tax strategy and organizational performance

Don lives in Glenview, IL (suburb of Chicago), with his wife Allie, kids Ava (Senior at SCAD), Sophie (Sophomore at Arizona) and Max (Senior in HS). Outside of work, he enjoys attending sporting events, concerts, travel, and spending time with the family at Disney.

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.

30 Jun 2025IPT Member News
Meet IPTs President
Don Lippert serves as Principal and National Property Tax Leader at Grant Thornton Advisors LLC, where he oversees strategy and execution for one of the firm’s most dynamic service lines