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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Rocky Mountain SALT Workshop

Rocky Mountain SALT Workshop

November 1-4, 2026
Hotel Polaris
Colorado Springs, CO

Member Registration Fee:
$895 before October 5, 2026
$995 after October 5, 2026

Non-Member Registration Fee:
$1,395 before October 5, 2026
$1,495 after October 5, 2026 

The Rocky Mountain SALT Workshop provides timely updates on Sales & Use Tax and State Income/Franchise Tax developments affecting Colorado, Utah, Wyoming, New Mexico, Montana, Idaho, Arizona, and Nevada. Designed for tax professionals responsible for multistate compliance, audit defense, and planning, the program delivers practical insights into legislative changes, emerging issues, and regional tax trends across the Mountain West.
 

Learn More

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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.

22 Sep 2026IPT Member News
Rocky Mountain SALT Workshop
Designed for tax professionals responsible for multistate compliance, audit defense, and planning, the program delivers practical insights into legislative changes, emerging issues, and regional tax trends across the Mountain West.
Member News

President's Message

 

Dear IPT Members,

September marks the start of a busy stretch for IPT, and we are already well underway.

Last week, we wrapped up the Property Tax School in Grapevine, TX, and I would like to thank the Property Tax School Planning Committee and instructors for the work that went into this year’s School. I had the opportunity to visit the School to welcome the attendees and meet some of them during the Monday reception. These programs depend on members who are willing to give their time, share what they have learned throughout their careers, and help newer professionals build a strong foundation in the field. It was a pleasure to meet the instructors and watch them in action. That willingness to teach and contribute is an important part of what makes IPT’s educational programs so valuable.

Next week, many of you—myself included—will gather for the Sales Tax Symposium and VAT Symposium. With the Symposiums just around the corner, I am looking forward to the discussions ahead and to spending time with members and colleagues in Orlando. The programs will address a wide variety of issues that are top of mind for tax professionals, including AI and digital transactions, multistate compliance, sourcing, audits, and legal developments.

This edition of the IPT Insider includes several important registration, hotel, and designation deadlines, so I encourage you to take a few minutes to review what is coming up and make plans for the programs that are most relevant to you.

Thank you, as always, to the committees, instructors, speakers, sponsors, and members who contribute their time and expertise to IPT. Our programs are stronger because of your involvement.

I look forward to seeing many of you this fall.
 
Sincerely,
Jeff McGhehey, 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.

22 Sep 2026IPT Member News
IPT Presidents September 2026 Message
Last week, we wrapped up the Property Tax School in Grapevine, TX, and I would like to thank the Property Tax School Planning Committee and instructors for the work that went into this year’s School. I had the opportunity to visit the School to welco
IPT Member News

Explore Beyond the Sessions: Optional Activities

Make the most of your fall Symposium experience with optional outings that offer time to explore each destination and connect with fellow attendees outside the conference room.


An Afternoon at Disney Springs
Program: Sales Tax Symposium
Date and Time: Sunday, September 27 | 12:00-4:30 p.m.
Price: $20

Enjoy a relaxed Sunday afternoon at Disney Springs before the Opening Reception. Browse distinctive shops, choose from popular restaurants and waterfront dining, enjoy live entertainment, or simply take in the atmosphere at your own pace.

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Topgolf Orlando
Program: Sales Tax Symposium
Date and Time: Monday, September 28 | 7:00–10:00 p.m.
Price: $80

Enjoy an evening of networking and friendly competition at Topgolf Orlando. Whether you are an experienced golfer or picking up a club for the first time, this relaxed social event offers a fun way to connect with fellow attendees.

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Late Night Game Night
Program: Sales Tax Symposium
Date and Time: Tuesday, September 29 | 8:00 p.m.–12:00 a.m.
Price: Complimentary

Unwind after the day’s sessions with two lively evening activities. Play Bingo and compete for prizes from 8:00–10:00 p.m., then stay for DJ Karaoke from 10:00 p.m.–midnight. Sing, cheer on your colleagues, or simply enjoy the entertainment.

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Garden of the Gods Trip
Programs: Credits & Incentives Symposium and Rocky Mountain SALT Workshop
Date and Time: Sunday, November 1 | 12:00-4:00 p.m.
Price: $40

Spend Sunday afternoon exploring Garden of the Gods, a National Natural Landmark and one of Colorado Springs' most iconic destinations. Attendees will have approximately three hours to visit the Visitor & Nature Center, explore nearby Rock Ledge Ranch Historic Site, or walk to the Central Garden's dramatic red rock formations.

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Red Rocks & Golden, Colorado Trip
Program: Property Tax Symposium
Date and Time: Sunday, November 8 | 11:00 a.m.-4:30 p.m.
Price: $40

Experience two of the Denver area's most popular destinations. Begin with approximately 90 minutes at Red Rocks Park and Amphitheatre to explore the iconic venue and surrounding views, then continue to downtown Golden for approximately 90 minutes of free time among its shops, restaurants, breweries, and attractions.

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Game Night & Karaoke
Sponsored by Cambridge Tax Services and Herman Katz LLP
Program: Property Tax Symposium
Date and Time: Tuesday, 8:00 pm – Midnight

Get ready for a fun night of games, friendly competition, and DJ karaoke with the property tax community! Join colleagues for plenty of laughs, a little competition, and the chance to take the mic and show off your karaoke skills. Whether you are ready to sing, play along, or cheer from the sidelines, this will be a great way to relax, connect, and end the day on a high note. 

Learn More



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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.

28 Aug 2026IPT Member News
Fall Symposium Optional Sessions
Make the most of your fall Symposium experience with optional outings that offer time to explore each destination and connect with fellow attendees outside the conference room.